bullish•RHB Bank Bhd•04 Mar 2023 05:38
Malaysian Banks December 2022 Results Screener; Sticking with Buys on CIMB and RHB
We keep RHB Bank and CIMB on the buy list for attractive PE multiples and PBV ratios as well as their improving return trends; PB Bank and Maybank...
bearish•RHB Bank Bhd•02 Mar 2023 09:44
RHB - Volatility
RHB's credit costs are characterized by a high degree of volatility, which is not something that we view as positive. Reversals hardly repeat...
bullish•Macroeconomics•12 Jan 2023 02:38
Malaysia: Anwar Well-Positioned to Spur Economic Recovery as Capital Flows Back
FX reserves & MYR have rebounded since Anwar became PM. Non-bumi businesses which were investing outside Malaysia since 2000 are set to return,...
bullish•CIMB Group Holdings•15 Sep 2022 23:06
Malaysian Banks June 2022 Screener; CIMB Is Our New Value Pick
We add CIMB to the buy list, keep RHB and we remove Maybank; CIMB has positive post-provision return trends and undemanding valuations; RHB has...
bullish•Cross Asset Strategy•17 Aug 2022 07:04