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Jason Ngu

  • Following

    3

  • Followers

    27

Fame: 416
置死地而后生
No news is good news
No bad news is good news
Joined Aug 2021

Comments

Jason Ngu replied to comment on WCEHB.
很高兴可以和你'搭了这艘船。
4 days · translate
Jason Ngu replied to comment on BIPORT.
KUCHING: Bintulu Port Holdings Bhd (BPHB) is advancing efforts to establish itself as a regional Free Zone hub to spur growth.

Groundwork to develop free zones at both Bintulu Port and Samalaju Industrial Port was initiated last year, leveraging on their strategic maritime locations and strong trade linkages, according to president and group chief executive officer Ruslan Abdul Ghani
4 days · translate
Jason Ngu replied to comment on WCEHB.
今天终於跌破RM 0.70
在RM0.66買了一点。
还有誰買進吗？
4 days · translate
Jason Ngu replied to comment on TIMECOM.
原来最近Time这么稳，因为大伙们在这里避險。。。
1 week · translate
Jason Ngu replied to comment on ABMB.
Meanwhile, Phillip Capital Research noted a higher CET1 ratio would support ABMB’s ambition to secure an upgrade to its corporate credit rating to “AA” (from “A”), potentially lowering funding costs, improving investor appetite and broadening institutional eligibility.
2 weeks · translate
Jason Ngu replied to comment on TIMECOM.
嗯，最近Time股价挺硬的。後市看好
2 weeks · translate
Jason Ngu replied to comment on ABMB.
研究机构认为，近期股价疲软提供买入机会，可受益于安联银行高于行业的双位数贷款增长（同业约6%）。

“这维持了10%的领先每股盈利增长，即使在配股后可能稀释9%，仍将高于同行约5%的平均水平。”

该机构称，股价回落也使周息率达更具吸引力的5%左右，而非巅峰期的4%左右。

肯纳格表示，发附加股筹集的6亿令吉，将支持安联银行的Acceler8增长策略（持续贷款增长），以便在2027财年实现11%的股本回报率目标。

该机构将“跟随大市”评级，上修至“超越大市”，目标价则维持在5.30令吉。

“我们维持预测不变，因为还没有计入拟议配股可能造成的稀释。若计入股本扩大9%及6亿令吉的资金注入，2026年每股账面价值将从5.43令吉，降至5.24令吉，降幅为3.5%。”
2 weeks · translate
Jason Ngu replied to comment on ICAP.
omg 今天大跌0.11 to RM 2.39..
2 weeks · translate
Jason Ngu replied to comment on ABMB.
次发行附加股是为了通过推动贷款增长，帮助该银行继续扩大业务规模，并在模拟基础上将一级资本充足率（CET）提高1.1个百分点，至13.5%。此外，安联银行有可能提高当前40%的股息支付比例。

这次融资计划显然是为了让该银行继续保持高于银行业平均水平的贷款增长，是其扩张战略中的一部分。

假设2026财政年的贷款增长率从此前的7.9%，提高至9.9%，我们预计安联银行2026财政年的股本回酬率（ROE）仅会稍微稀释0.2个百分点，降至10.5%。

基于除权后的ROE为10.5%，以及股价对账面价值保持1.2倍，我们将2026财政年的目标价从原本的6.00令吉，下调至5.70令吉，并维持“买入”评级。
2 weeks · translate
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