Monday 21 April 2014

银行之间的战争~东盟和大中华之战争!~Maybank马银行----中!!

**呵呵。进入前提之前~~
今天不小心买到了mahsing-warrant!!但是买不多啦。!!RM0.57!!



Maybank 馬銀行

马银行说起来并陌生,从小看到大,我的investment acc也是在maybank开的。也是它顾客之一,它的银行系统还算满意!一进到website,好像window8 的格式。哈哈
它的股票最近也是跌很多!!

介绍
-马来西亚四大银行之一
-分行遍布东盟十国
-全世界20个国家2200分行和办事处
-47000个员工,超过22million顾客

生为东盟第四大银行,实力可是不容小看的,当然还是输过新加坡的星展银行,和cimb啦。但是它主要业务还是在马来西亚,新加坡和印尼。这样多年在中国只开两间分行。

我就用SWOT来说明一下maybank

STRENGHT(强项)
1) 马来西亚最大银行之一,分行最多。
2)驻扎在全球二十个国家有分行
3)profit也是每年增长
4)基本面强稳,流动量大,股息高(5.00++%),Roe也是在14%,PE 在13左右。

Annual Result:

F.Y.Revenue ('000)Profit Attb. to SH ('000)EPS (Cent)PEDPS (Cent)DYNAPSROE (%)
TTM33,250,7776,552,39175.7913.1653.505.375.190414.60View Source
2013-12-3133,250,7776,552,39175.7913.1253.505.385.190414.60View Source
2012-12-3131,227,2305,745,92072.6912.6665.007.074.987614.57View Source
2011-12-3123,741,2824,883,96865.0813.1968.007.934.510314.43View Source
2011-06-3021,039,6434,450,27861.4114.5660.006.714.207114.60View Source
2010-12-3110,190,5632,153,36230.2528.1028.003.294.20717.19

WEAKNESS(弱点)
1)太多竞争对手(cimb,pbank和hleong)
2)市场竞争大,顾客流失,revenue变低。

OPPORTUNITY(机会)
1)进军新市场澳洲和North Asia
2)ETP(economic transformation programme)
3)外国市场占maybank 40% profit。
4)开发中国市场
5) 加强IT system和增加product来吸引更加多的customer

THREATS
1)今年通膨较高,可能面临升息,银行靠loan赚钱,屋价贵,人人抱着观望态度。
2)面对各国经济变化和政策变化,导致银行业务受影响。

Maybank looking to open more branches in Greater China

Malayan Banking Bhd (Maybank), which saw encouraging loan growth in Greater China last year, plans to open more branches in the country ―soonest possible‖. Group president and chief executive officer Datuk Abdul Farid Alias said Maybank is in talks with the China Banking Regulatory Commission (CBRC) over its expansion plan. 
  • "We've been engaging with CBRC on the possibility for us to expand the number of branches soonest possible," he told a press conference after Maybank's annual general meeting, here, yesterday. ―We are in talks with CBRC. Once we have something more solid, we will let you know,‖ he added. Farid said Maybank has been operating in Greater China for the past three years through its three branches in Shanghai, Beijing and Hong Kong. (BT) 


今天maybank一度长了0.17sen,达到RM10.00水平!!


新股定價寫4年新低‧馬銀行股本回酬13.4%2014-04-18 16:46


    (吉隆坡18日訊)馬來亞銀行(MAYBANK,1155,主板金融組)最近配合股息再投資而發行的新股定價,僅比除權價低5.09%,為近4年最低。

    比除權價低5.09%
    馬銀行較早將股息再投資的新股價格定在8令吉95仙,這比截至週二(15日)的5天除權價9令吉74仙折價5.09%,以及依據2013年31仙股息調整後,得出的價格。
    大馬研究指出,5.09%折價是馬銀行自2010年推行股息再投資計劃以來最低水平,低於此前的5.17至9.9%。
    “假設認購率為86%,我們估計股息再投資計劃將調稀2.6%股本。”
    該批新股的除權和享有日期分別是本月29日和下月2日,上市日期是6月2日。
    大馬研究依據股息再投資調整後,將股本回酬從13.5%調低至13.4%,馬銀行的目標價也略跌至9令吉80仙。(星洲日報/財經)


    至于喜欢股息高,基本面强的朋友,maybank是很不错

    的!!说不定那天像pbank涨到RM20.00!!



    No comments :

    Post a Comment