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[公司专区] 1155 Maybank 馬銀行

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发表于 2011-1-6 22:10 | 显示全部楼层
擴東協版圖‧強化投銀業
馬銀行斥19億購金英股權


(吉隆坡6日訊)馬銀行(MAYBANK,1155,主要板金融)出價7.98億新元(約18.9億令吉),收購新加坡金英控股(Kim Eng Holdings)44.6%股權,並一躍成為公司單一大股東。

馬銀行總裁兼總執行長拿督斯里阿都瓦希今早透過文告指出,公司是透過獨資子公司Aseam信貸(ACSB),以每股3.10新元(約7.36令吉)或7.98億新元,與金英控股總執行長黃添益(譯音)及台灣元大證券亞洲金融服務(Yuanta Securities Asia Financial Services)達成此有條件買賣協議,收購金英控股15.4%及29.2%股權。

馬銀行今日停牌一天,並將在明日(7日)上午9時復牌。

阿都瓦希透露,完成上述收購后,馬銀行將一躍為金英控股單一大股東,並將強制全面獻購公司余下的55.4%持股,並展開私有化計劃。

“整項收購案(包括收購44.6%持股花費),料將耗資17.9億新元(約42.6億令吉)。這項收購案對我們來說意義重大,公司可藉此擴大東協版圖,並進一步強化投資銀行業務。”

金英控股成立于1989年,為東協知名證券行,且在主要市場如新加坡、泰國、印尼、越南及菲律賓排在前5名的位置。

截至2010年9月30日,金英控股淨利按年減少31%,至5020萬新元(約1.2億令吉),營業額則錄得約2.4億(約5.7億令吉)。

趁機滲透泰國市場

馬銀行主席丹斯里梅格說,透過收購金英控股可讓公司趁機滲透泰國市場。

“這對公司來說,的確是一大躍進,尤其新的一年就有如此良機,透過金英控股,可趁機滲透泰國市場,進一步擴大東協業務版圖。對于能藉機進軍泰國一事,公司感到非常高興,且歡迎金英控股管理層及員工,加入馬銀行大家庭。”

利好出籠今復牌料大漲

馬銀行計劃收購新加坡最大證券行金英控股,利好出籠,或激勵馬銀行明早(7日)復牌大漲!

配合上述計劃,馬銀行及金英控股今日雙雙停牌,惟明早將恢復交易;前者停牌前最后報價為9.01令吉,后者則收在2.70新元(約6.40令吉)。

分析員看好馬銀行股價表現,認為此收購計劃是利多于弊。

“馬銀行可進一步推動區域甚至于全球業務版圖,包括英美兩國在內,同時也能強化投銀及證券業務,此番利好必激勵明日股價走高,或再度試探週三(4日)最高水平的9.16令吉。”

至于金英控股,利好早已反映在週三股價走勢,勁揚2.7%,以2.70新元閉市。

金英控股早前曾與成功集團(BJCORP,3395,主要板貿易)洽商,欲入股旗下的英特太平洋證券研究(Inter-Pac),惟最終仍宣告破局。

http://www.chinapress.com.my/con ... mp;art=0107bs07.txt

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发表于 2011-1-6 23:28 | 显示全部楼层
Maybank acquisition of Kim Eng in line with regional strategy

KUALA LUMPUR: Standard & Poor's Ratings Services said MALAYAN BANKING BHD []’s possible acquisition of Kim Eng Holdings Ltd was in line with Maybank’s plan to be a leading regional financial services provider in Southeast Asia.

The ratings agency said on Thursday, Jan 6 its its ratings on Maybank (A-/Stable/A-2) were not affected by the bank's possible acquisition of Kim Eng.

“We consider the proposed acquisition to be in line with the bank's strategy of becoming a leading regional financial services provider in Southeast Asia.

“The transaction would combine Maybank's commercial banking operations with Kim Eng's stock broking presence in the region.

However, S&P said the proposed transaction could have a material impact on Maybank's capitalisation, putting pressure on the bank's 'a-' stand-alone credit profile (SACP).

S&P said if it lowered the SACP by a notch, the counterparty credit rating would likely remain 'A-' to reflect our expectation of extraordinary government support.

“In our view, Maybank is a highly important institution to Malaysia (foreign currency A-/Stable/A-2; local-currency A+/Stable/A-1; ASEAN scale axAAA/axA-1+),” it said.

http://www.theedgemalaysia.com/b ... ional-strategy.html

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发表于 2011-1-7 16:14 | 显示全部楼层
HDBSVR: Maintains Buy on Maybank, TP RM10.80

KUALA LUMPUR: Hwang DBS Vickers Research is maintaining its BUY rating on MALAYAN BANKING BHD [] and a Target Price of RM10.80.

The research house said on Friday, Jan 7 that it likes Maybank’s proposed acquisition of Singapore-listed stockbroking firm Kim Eng Holdings Ltd as it will accelerate Maybank’s regional growth prospects in brokerage and investment advisory

HDBSVR said Maybank is paying S$3.10/share (1.9x BV) for Kim Eng; 100% stake would cost RM4.3bn

“Maintain Buy rating and RM10.80 TP; Maybank is our high conviction pick,” it said.

http://www.theedgemalaysia.com/b ... bank-tp-rm1080.html

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发表于 2011-1-7 16:14 | 显示全部楼层
Maybank surges to RM9.24 on Kim Eng takeover

KUALA LUMPUR: Shares of MALAYAN BANKING BHD [] surged to a high of RM9.24 in early trade on Friday, Jan 7 when it resumed trading after its proposed acquisition of Singapore-listed stockbroking firm Kim Eng Holdings Ltd for about RM4.3 billion.

At 9.11am, it was unchanged at RM9.01 after surging to RM9.24. Its earlier low was RM9.

The FBM KLCI shed 3.54 points to 1,564.83 on mild profit taking. Turnover was 126.42 million shares valued at RM125.63 million. There were 165 gainers, 111 losers and 190 stocks unchanged.

Hwang DBS Vickers Research is maintaining its BUY rating on Maybank and a Target Price of RM10.80.

The research house said it likes Maybank’s proposed acquisition of Kim Eng as it will accelerate Maybank’s regional growth prospects in brokerage and investment advisory

HDBSVR said Maybank is paying S$3.10/share (1.9x BV) for Kim Eng; 100% stake would cost RM4.3 billion.

“Maintain Buy rating and RM10.80 TP; Maybank is our high conviction pick,” it said.

http://www.theedgemalaysia.com/b ... m-eng-takeover.html

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发表于 2011-1-7 19:49 | 显示全部楼层
收購投銀業務催化
馬銀行憑單母子成焦點

報導:林苡欣

(吉隆坡7日訊)今早甫復牌的馬銀行(MAYBANK,1155,主要板金融),在擴充區域業務利好推動下,一度漲至9.24令吉,寫下自去年11月16日以來的6週新高,旗下憑單也緊隨母股齊攀高!

馬銀行週四(6日)宣佈,將以7.98億新元(約18.9億令吉),收購新加坡金英控股(Kim Eng Holdings)44.6%股權整頓收購案料將耗資43億令吉。配合此重大宣佈停牌1天,今早9時復牌。

該股早盤開市即勁漲22仙,以9.23令吉報開,爾后更飆上6週新高價位9.24令吉,旗下憑單也齊發力,其中又以馬銀行-JA(MAYBANK-JA,1155JA,主要板憑單)及馬銀行-CO(MAYBANK-CO,1155CO,主要板憑單)表現最佳,雙雙一度上揚4仙。

先盛後衰

惟交易不到10分鐘,馬銀行即如洩氣汽球一般,大幅收窄漲勢,並一度走跌至9令吉。休市時,馬銀行暫掛9.03令吉,微揚2仙,半日易手1119萬7300股。

券商普遍維持馬銀行投資評級,認為收購金英控股短期內料未能貢獻馬銀行盈利,但相信在海外業務如印尼國際銀行(BII)推動下,該行業務將能自行成長。

ECM證券研究指出,以金英控股截至2010財年首9個月的稅后歸屬股東淨利(PATMI)表現為準,對馬銀行2012財年帶來的附加盈利估計僅3%。

此外,興業證券研究認為,此次收購案或拉低馬銀行2011財年核心資本比率,由原先11.9%下滑至10.9%。

“不過,我們仍維持投資建議不變,相信在BII帶動下,可進一步支撐馬銀行業務。”

閉市時,馬銀行收在9令吉,跌1仙,成交量達2056萬3200股。

http://www.chinapress.com.my/con ... t=0108bsa009a01.txt

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发表于 2011-1-8 10:36 | 显示全部楼层
馬銀行收購金英看法正面

(吉隆坡7日訊)針對馬銀行(MAYBANK,1155,主板金融股)宣佈對新加坡金英證券(KimEng)展開全面獻購的事宜,分析員都抱著正面的看法。同時,其股價早盤受到激勵,不過,最終收低在9.00令吉水平。

馬銀行週四暫停交易作出有關的宣佈。週五復牌雖然面對銀行股的跌勢,但是在獻購消息帶動下,馬銀行甫開市即上漲22仙或2.4%達9.23令吉,隨後一度上漲至全日最高水平9.24令吉,並曾擠進10大上升股。然而,之後卻收窄漲幅,最後報價9.00令吉,下滑1仙。

在週四(1月6日),馬銀行宣佈分別以2億7615萬5363新元和5億2227萬7354新元向金英證券的大股東-黃天日(Ronald Anthony Ooi Thean Yat)和台灣元大證券亞洲金融服務有限公司收購15.44%和29.19%股權。完成股權收購之後,馬銀行將進行全面獻購,並將金英證券私有化。整體而言,馬銀行將以總值17億9000萬新元(或42億6000萬令吉),或是每股3.10新元(或7.37令吉)收購金英證券公司100%的股權。同時,該集團也有意撥出額外的5億令吉向另外兩家於泰國和菲律賓上市的金英證券進行全面獻購。

針對這項獻議,大部份的分析員都感到正面,並認為能夠擴大馬銀行在區域市場的地位。

黃氏星展唯高達研究表示:「這將會改善馬銀行的銷售網絡擴大至區域市場(目前主要市場是大馬)。金英證券已在亞洲、美國和英國成立辦公室。這將會協助馬銀行進一步提高非利息收入,這是尤其是目前出於淨利息賺幅(NIM)萎縮的環境,更顯該獻購案的重要性。」

擴展泰國業務

同時,他們補充,在獻購金英證券之後,將能夠填補其投資銀行業務在東盟的空間,即大馬、新加坡、印尼、菲律賓、泰國和越南。然而,目前馬銀行缺乏的是在泰國成立商業銀行。因此,分析員指出:「我們估計,馬銀行將會在泰國擴展業務,所以不排除該集團會在不久的將來進行另一項併購活動。」

另外,大馬研究分析員則表示:「由於馬銀行將以發售債券(發售新幣債券)的方式多於增加新股為收購計劃融資。此外,該集團表示,不會發售附加股進行獻購,所以這是正面的行動。」

同時,他們估計這將使到該集團在銀行的資本與有風險資產比率(CAR)水平,從截至去年9月30日的13.28%,下跌2.3%,至10.97%。

此外,達證券分析員指出,他們相信馬銀行將能夠在2011財政年達到其14%的股本回籌率(ROE)目標。

針對馬銀行放眼其貸款成長和股本回籌在2011財政年取得12%和14%的目標,艾芬分析員表示,在強穩的擴展計劃下,相信該集團能夠達到該目標。

整體而言,黃氏星展唯高達研究、達證券分析員和艾芬分析員都維持該集團「買進」的投資評級,而大馬研究則維持「守住」。

當中,達證券是給予該集團最高目標價格的證券行,即是11.30令吉;而大馬研究則是給予最低水平的9.60令吉。

http://www2.orientaldaily.com.my ... OUj037z1efw0bIx81xB

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发表于 2011-1-8 16:11 | 显示全部楼层
42.6億購金英沒融資問題
馬銀行評級不受影響
*
大馬財經

2011-01-08 14:31

(吉隆坡7日訊)馬來亞銀行(MAYBANK,1155,主板金融組)以17億9千萬新元(42億6千萬令吉)全面收購新加坡第二大證券行金英控股(Kim Eng Holding)受市場唱好,對短期盈利影響不大,料衝擊僅低於0.1%,分析員指出,雖然收購估值並不顯得廉宜,不過鑒於資本充裕,因此馬銀行不會面對籌資壓力。

同時,大馬評估機構(RAM)及新加坡標準普爾(S&P)皆發表文告指出,這項收購案不會對馬銀行的評級造成衝擊。

大馬評估機構指出,馬銀行的“AAA/P1”評級不受影響,因透過股息再投資計劃已建立強穩的資本基礎,只不過需要時間,以從金英控股的營運業務中受惠。

至於標準普爾也維持馬銀行的“A-”評級,雖然收購計劃會造成信貸壓力,不過相信會受到大馬政府的強大支持。

受到收購案利好激勵,馬銀行股票週五復牌即以漲22仙至9令吉23仙開盤,並一度攀升23仙或2.55%至9令吉24仙,不過隨後受到套利活動干擾而轉跌,僅以9令吉掛收,跌1仙。

同樣復牌的金英控股股價也受到熱捧,開市即揚0.35新元至3.05新元,盤中一度上探至3.06新元,走挺0.36新元或13.33%,閉市報3.04新元,起0.34新元,仍低於馬銀行提出的每股3.10新元獻購價。

聯昌研究指出,雖然收購計劃的股價賬面值高企於1.9倍,且本益比估值也達20倍,但馬銀行仍志在必得,主要是因為缺乏具區域版圖的收購對象。

“除了之前盛傳的收購對象僑豐控股(OSK,5053,主板金融組),並沒有太多的投資銀行擁有龐大的區域據點,但金英控股就具備了這種種條件。”

聯昌提到,在推行股息再投資計劃後,馬銀行的風險加權資本率已從14.2%降至13.6%,且料在收購計劃完成後,會進一步跌至12.4%。不過,與最低的8%資本需求,仍將處於健康水平。

“若風險加權資本率要重返14.2%,預計該公司須籌措逾43億令吉,不過管理層已透露,目前並不急於籌資,也不會發售附加股,但不排除進行私下股權配售。”

股息再投資獲25億資金

黃氏唯高達研究指出,鑒於馬銀行的股息再投資計劃獲超過90%股東的支持,預計已成功取得25億令吉資金在手,持有足夠的資金融資這項收購案。

“若以新元作為借貸,以3%借貸成本計,馬銀行的淨利及每股盈利將提高0.7%,股本回酬則揚升至16.3%。”

售BII17%籌20億

豐隆研究表示,由於馬銀行的資本水平滑落,因此脫售印尼國際銀行(BII)17.2%取得的潛在20億令吉,不太可能透過特別股息派發予股東,不過料維持60%派息政策。

針對馬銀行也探討全面獻購金英控股在菲律賓及泰國的上市公司,興業指出,若同樣以股價的15%溢價計,預計須另掏出6億4千500萬令吉展開私有化計劃。
星洲日報/財經‧2011.01.08

http://biz.sinchew-i.com/node/42776

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发表于 2011-1-10 22:02 | 显示全部楼层
下個收購目標‧馬銀行瞄準泰商業銀行
大馬財經  2011-01-08 16:53

(吉隆坡8日訊)最近舉兵壯大區域版圖的馬來亞銀行(MAYBANK,1155,主板金融組),可能視泰國商業銀行為下個收購目標,以加強商業銀行區域地位。
加強商業銀行區域地位

根據消息指出,因馬銀行仍未在東南亞的第二大經濟體泰國擁有商業銀行,很可能放眼收購泰國商業銀行。

“顯然,這是馬銀行下步棋,但不會太早落實,可能至下個財政年(2011年7月1日)才開始物色目標。”

馬銀行週四宣佈以約43億令吉全面收購金英控股,並將全面獻購金英泰國與金英菲律賓,已反映進軍泰國市場的“野心”。金英在泰國為第一大證券行,分行達41家。

分析員指出,收購金英後,馬銀行已彌補區域投資銀行與股票業的事業鴻溝,唯獨欠缺泰國商業銀行。

“隨馬銀行可能進一步延伸觸角到泰國,短期內或啟動另一輪併購。”

馬銀行早在印尼、越南、新加坡、菲律賓與柬埔寨建立商業銀行版圖,獨缺泰國,因此,收購泰國商業銀行有望讓馬銀行的區域定位更完整。

分析員表示,管理層未排除收購商業銀行可能性,惟直言未來12個月內,不會展開進一步的併購活動。

“由於泰國市場非常本土化,馬銀行藉收購來建立市場更合理。”

相對兩大競爭對手,聯昌集團(CIMB,1023,主板金融組)2008年收購了泰國聯昌,而興業資本(RHBCAP,1066,主板金融組)更早在1964年就在泰國有分行

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发表于 2011-1-11 20:44 | 显示全部楼层
吉隆坡11日讯)国际评估机构惠誉(Fitch)表示,马银行(MAYBANK,1155,主板金融股)献议以总值17亿9000万新元(42亿6000万令吉)全购新加坡挂牌证券行——金英控股(Kim Eng Holdings)的计划,不会和影响马银行的信贷评级。

资本比率或跌

惠誉认为,马银行的业绩表现平稳,故此上述收购献议不会对该银行的信誉构成威胁。

另一方面,在没有集资的情况下,惠誉预测马银行的1级资本比率可能下滑1%至10.4%。

这主要是因为其商誉和上述收购献议所引起的附加风险加权资产。

股息投资缓冲

不过,马银行的稳健盈利表现和股息再投资计划,都可冲缓这些影响。

马银行也指出,该公司会通过发证券或债券的方式,加强公司的资本状况,以减轻为筹措收购计划资金的压力。

惠誉认为,上述收购献议为马银行提供一个平台,让该银行可建立起在东协甚至更大区域的投资银行。

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发表于 2011-1-11 20:48 | 显示全部楼层
(吉隆坡10日讯)银行领域消息指出,鉴于国内的岸外贷款活动稀少,在物以稀为贵之下,马银行(Maybank,1155,主板金融股)融资5年期总值5亿美元(15亿3500万令吉)的贷款,料可获得良好反应。

马银行此宗交易是大马今年首宗联合岸外贷款。由于这是一宗稀有交易,而且信誉稳固,银行消息相信这宗交易应该会获得良好的反应。

据悉,马银行已经授权四家银行提供总值5亿美元的5年融资,这四家银行为澳纽银行(ANZ)、汇丰银行(HSBC)、瑞穗实业银行(Mizuho Corporate Bank)以及渣打银行(Standard Chartered)。

此外,马银行的这项融资活动,已获得标普给予“A-”评级。

岸外贷款活动稀少

在近年来,岸外贷款活动相当稀少,而马银行上一次的岸外贷款是于2006年,当时融资额达3亿5000万美元(10亿7450万令吉)。

当时的授权主理商为巴伐利亚银行、巴克莱资本、花旗集团、东京三菱UFJ银行、东方汇理银行、富通银行、比利时联合银行、巴登符腾堡州州立银行、北德意志州银行以及住友信托银行。

至于最近一次的大型岸外贷款,则是明讯(Maxis,6012,主板贸服股)于2010年,融资7亿5000万美元(23亿250万令吉)的贷款。

在2009年,国内的岸外贷款创下过去数年的新低,全年仅有14亿5000万美元(44亿5150万令吉),然在2010年已反弹至40亿4000万美元(124亿280万令吉),但依然低于2007年的115亿6000万美元(354亿8930令吉)。

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发表于 2011-1-12 20:26 | 显示全部楼层
目标价:RM10.07

最新进展

马银行(Maybank,1155,主板金融股)献议,以总值17亿9000万新元(42亿6000万令吉)全购新加坡挂牌证券行金英控股,借此一举进入东南亚5国市场。

该银行通过其独资子公司——亚欧美信贷私人有限公司,以每股3.10新元,收购金英证券行主席兼总执行长黄天逸以及元大证券亚洲金融服务手中的15.4%和29.2%股权。

盘点分析

这43亿令吉的收购价并不便宜,相等于1.9倍的价格除账面价值,和26.8倍的2010盈利本益比。不过,马银行可从金英控股在区域证券业的领导地位中受益,并达到长期效应,我们因此认为马银行所付出的溢价还算合理。

这将让马银行投资银行业务,从国内市场扩展至区域8国,尤其是在新加坡、印尼、泰国和菲律宾,金英控股在这些银行都是7大证券行之一。

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发表于 2011-1-13 16:01 | 显示全部楼层
馬銀行全購金英‧三菱UFJ證券成關鍵
業績評論  2011-01-11 19:03
(吉隆坡11日訊)馬來亞銀行(MAYBANK, 1155, 主板金融組)全購新加坡金英控股關鍵仍在持有29%的大股東三菱UFJ證券身上,不過聯昌研究認為全購價誘人,料後者仍會選擇高價套利,間接促使馬銀行加強區域商業銀行地位。

三菱UFJ證券未表態

聯昌研究表示,雖然現階段日本三菱UFJ證券仍未表態是否脫售股權,惟若以投資回酬計算,此時脫售實為明智之舉。

聯昌表示,三菱UFJ證券是在3年前開始增持金英控股股權,首先從2007年11月至2008年2月,該公司以每股1.72至2.30新元首購4%股權,之後透過自願有條件現金收購建議,以每股2.70新元收購另外11%股權。接下來,再透過公開市場與場外交易累積至目前水平。

假設4%股權平均每股收購價為2新元,之後透過公開市場與場外交易的收購價為1.71新元,料29%股權平均收購價為2.13新元,相比馬銀行的3.10新元出價,總投資回酬高達46%,3年年復合成長率也高達13.5%,非常誘人。

根據馬銀行透露,目前雙方已經洽談脫售事項,惟還沒有結果。同時,該公司強調不會提高獻購價,因為非常合理。

若全購失敗
馬銀行仍持44.6%

聯昌認為,就算三菱UFJ證券不願脫售股權導致全購失敗,馬銀行最終仍可鎖定持有44.6%股權。

此外,若這項計劃通過,馬銀行可能將把金英控股泰國與菲律賓子公司私有化。雖然必須準備額外開銷約5億令吉,不過聯昌認為未來盈利貢獻更高,未來獲利展望更明朗。

目前泰國金英控股貢獻集團2009年營業額約28%。

聯昌表示,由於馬銀行週息率是國內銀行中最高,加上擁有許多催化因素包括海外業務強勁成長,尤其是印尼;貸款成長改善;強勁財庫收入與投資銀行收入提高等,因此建議維持“超越大市”與10令吉50仙目標價。

http://biz.sinchew-i.com/node/42901

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发表于 2011-1-13 22:49 | 显示全部楼层
Maybank launches ringgit-based mortgage facility for UK property

KUALA LUMPUR: MALAYAN BANKING BHD [] expects a take-up of RM60 million within the next six months for the ringgit mortgage facility offered to Malaysians who want to purchase property in London.

The bank’s “Overseas Mortgage Loan Scheme”, launched on Thursday, Jan 13, will finance completed or residential and commercial PROPERTIES [] under CONSTRUCTION [] in London Zone 1 to Zone 3 in prime locations such as City of London, Westminster, Knightsbridge, Kensington and Chelsea.

“Key features of Overseas Mortgage Loan Scheme include repayment in ringgit, high margin of financing up to 85%, flexible repayment and long tenure of up to 30 years or 70 years of age whichever is earlier,” it said.

Maybank’s deputy president and head of community financial services, Lim Hong Tat said Malaysians would be able to borrow in ringgit for purchase of property in London with the loan taken in Malaysia.

“Borrowing in ringgit will protect customers from currency fluctuations on their monthly loan repayments and savings as the sterling pound is anticipated to rise this year from its current low exchange rate with the ringgit,” he said.

At present, Malaysians purchasing properties in London have to obtain financing from UK based banks and pay the monthly installments in sterling pound and they are exposed to foreign currency exchange fluctuations.

Lim said financing from UK based banks for Malaysian citizens currently was only available for “buy-to-let purposes”, namely, the property must be purchased for investment purposed and not for own occupation.

As for Maybank’s ringgit-based mortgage facility, he said it would be offered in the form of term loan, overdraft or a combination of term loan and overdraft.

“We anticipate a take up of RM60 million for this new facility within the next six months. This is in view of attractive property valuation in London and overseas buying interest to peak before April 2011 when the new 5% sales tax is imposed for properties above £1 million.

“The current strong ringgit against the sterling pound is also another factor that will encourage Malaysians to buy before the anticipated rise at the second half of the year,” Lim said.

Lim said the new mortgage was designed for high net worth customers who were showing increasing interest in buying properties in that part of Europe, due to the favourable currency exchange rate, attractive property price as well as for those who have children studying in the London area.

“London currently offers attractive advantages for property purchase to non residents and the Bank has tied-up with reputable international real estate agencies to assist customers on UK regulations,” Lim said.

http://www.theedgemalaysia.com/b ... or-uk-property.html

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发表于 2011-1-14 22:15 | 显示全部楼层
Pos Malaysia, Maybank partner to offer shared banking services

KUALA LUMPUR: POS MALAYSIA BHD [] and MALAYAN BANKING BHD [] have teamed up to provide shared banking convenience for their customers at more than 400 Pos Malaysia outlets.

In the agreement signed on Friday, Jan 14, they said the alliance would enable the bank to provide banking services to more customers, especially the underserved segment, through the extensive network of Pos Malaysia’s outlets. The partnership would enable Maybank to especially reach the rural areas of Sabah and Sarawak.

Pos Malaysia group managing director and chief executive officer Datuk Syed Faisal Albar said Pos Malaysia was always looking for opportunities to expand the range of products and services offered at its post office counters such as the shared banking services with Maybank.

Maybank president & CEO Datuk Seri Abdul Wahid Omar said the collaboration reaffirmed Maybank’s market leadership and capabilities to offer services to all communities. This would also reinforce its corporate social responsibility and focus on supporting communities especially in the rural areas.

“It is about providing access to financial services and to improve quality of life of the community as well as contribute to the development of the people where we have our presence.

“The initiative is also in line with Maybank’s spirit in humanising financial services from the heart of Asean by providing easy access to financial service for the people, as well as providing them with a fair term and pricing and for us to be the heart of the community,” he added.

The three phase implementation programme will see selected Pos Malaysia outlets offer Maybank customers to undertake over the counter bank transactions such as cash deposit and withdrawal for savings account holders and loan repayments in the initial stage.

An automated teller machine would be provided at selected Pos Malaysia outlets to offer banking convenience beyond banking hours as well as additional services such as fund transfer, top-up of mobile credits or 'Touch 'n Go’ card.

"By end June 2011, Pos Malaysia services will expand to cover remittance service and opening of savings account,"  Abdul Wahid said.

http://www.theedgemalaysia.com/b ... nking-services.html

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发表于 2011-2-11 22:34 | 显示全部楼层
馬銀行回教金融業務 
今年料維持30%成長


(吉隆坡11日訊)馬銀行回教銀行(Maybank Islamic)放眼其回教金融業務在2011財政年將可取得和去年一樣的30%成長率。

馬銀行回教銀行首席執行員依布拉欣哈山說,「我們將維持和去年相當的成長目標30%,因為要拓展回教金融業務還是有一定的挑戰。」

他是在馬銀行回教銀行與大馬工藝大學(UTM),簽署Murabahah融資合約儀式後,向記者發表談話。

提供工大1億貸款

馬銀行回教銀行將為大馬工藝大學提供1億令吉期限回教貸款。作為大馬工藝大學發展柔佛及吉隆坡校舍之用途。

目前,馬銀行回教銀行60%的融資業務來自消費貸款,其餘為企業貸款,依布拉欣哈山指出,長期內,該銀行希望這比例能夠達到60對40。

馬銀行副總裁兼社群金融服務部主管林方達透露,該銀行的企業貸款業務有不俗的成長,而教育領域的貸款潛能龐大。

而最新的回教融資配套,也協助提高馬銀行今年的融資水平。

林方達指出,這項回教融資配套也將協助其回教銀行達到在2015年成為東盟最大的回教金融機構的目標。

該銀行去年6月至今,參與了兩項政府相關計劃的財團融資,總額達到11億令吉。

另外,大馬工藝大學副校長拿督寨尼賓烏江博士表示,此項貸款將作為4項校舍發展開銷,其中包括建設實驗室、高級住宿(供外國學生住宿)、地標建築物。

另一項建設還在商討中,不排除將進行商業發展。

估計這4項計劃的資本開銷約4億令吉。

拿督寨尼賓烏障博士說,「我們希望從租借費、學費、諮詢費、研究報告等,在2013年籌到10億令吉,以減低政府的資助。」

大馬工藝大學自1999年已經向馬銀行回教銀行貸款,這次合作的主要是因為馬銀行回教銀行可以提供較低的利息,即年利率3.8%。

http://www2.orientaldaily.com.my ... wXj0QL62ZGr13YP2tvd

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发表于 2011-2-14 17:24 | 显示全部楼层
Maybank set to gain from BII stake sale

KUALA LUMPUR: Malayan Banking Bhd (Maybank)’s book value could rise to about RM4.30 per share from RM4 currently from the sale of a 17% stake in Bank Internasional Indonesia (BII).

Last Saturday, The Edge reported that Maybank, which owns a 97.5% stake in BII currently, had asked merchant bankers to come up with proposals for the placement of its 17% equity stake in the Indonesian lender.

Based on BII’s share price of 710 rupiah (RM0.24) per share last Friday, Maybank’s 17% stake in BII could fetch about RM2.3 billion.   

At 710 rupiah per share, the block of shares represented a premium of 45% compared with Maybank’s average cost of investment of about 490 rupiah per share in BII. Should Maybank be successful in selling the 17% block, BII would be able to meet the free float requirement as set out by Indonesian listing regulators.

While placing out a 17% stake, Maybank is likely to retain an 80% stake in BII and not sell another large block of shares in the Indonesian lender, said sources, given that it would want to maintain a high level of exposure to the fast growing Indonesian banking sector.

“After all, BII is one of the fastest growing earnings contributors to Maybank, on the back of Indonesia’s strong economic expansion,” said an analyst.

BII posted a net profit of 461 billion rupiah for the financial year ended Dec 31, 2010 compared with net losses of 41 billion rupiah a year earlier, underpinned by growth in its core business of banking as well as improvements in operating efficiencies.

In 2008, Maybank paid a staggering RM9 billion for full control of BII, and had at that time drawn criticism from the investing community for forking out such a “high price” for the Indonesian lender.

In the fourth quarter of FY09 ended June 30, Maybank provided RM1.6 billion of impairment charges for BII, and had slipped into the red in that quarter.

However, given BII’s strong share price performance over the past year, thanks to bullish sentiment in the Asean regional stock markets, especially Indonesia, industry observers said Maybank’s acquisition of BII was vindicated.

In fact, an industry observer said because BII’s share price had surged significantly above Maybank’s purchase price in the bank, Maybank might undertake a writeback of its RM1.6 billion impairment losses provided for BII at end-2009. This would give the banking group an instant boost in its bottomline in its financial results for 2QFY11 ended Dec 31, 2010.

BII’s share price surged late last year and closed at the 800-rupiah level  in December 2010, substantially higher than what Maybank paid for BII two years ago, as well as its written down book cost. The Indonesian banking group hit a high of 1,010 rupiah on Dec 9, 2010.

To recap, Maybank’s cost of acquiring BII ranged between 430 rupiah and 510 rupiah. This is because Maybank bought the shares in different tranches from Fullerton Financial Holdings-Kookmin Bank, BII shareholders as well as through a tender offer.

Industry observers said it is inevitable for Maybank to pare down its stake in BII, given that it has only until June to meet with the selldown requirement that the Indonesian regulators had set. In December last year, it was reported that Indonesia’s listing regulator, Badan Pengawas Pasar Modal dan Lembaga Keuangan (BAPEPAM), had required Maybank to re-float 20% stake in BII within a six-month period, which is by the end of June this year.

Earlier in June 2008, BAPEPAM had come up with a selldown ruling, requiring listed companies in Indonesia to have at least 20% public shareholding and at least 300 shareholders, to ensure orderly trading of the stocks.

However, Maybank had then obtained a time extension to meet the selldown requirement within two years after the tender offer for BII is undertaken. The longer time frame was given to Maybank because a selldown of its BII stake at that time, amid the height of the global financial crisis, would trigger potential losses of more than 10% to its cost of investment in the Indonesian lender.

http://www.theedgemalaysia.com/i ... bii-stake-sale.html

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发表于 2011-2-15 12:38 | 显示全部楼层
減持印尼投資 馬銀行將套現24億

(吉隆坡14日訊)隨著馬銀行(MAYBANK,1155,主板金融股)將在今年6月減持印尼銀行股權,市場人士相信,脫售股權後的盈利將能全數抵銷早前收購的超額撥備,並有充足資金完成收購新加坡證券行。

在中國升息餘溫消退及中東局勢緩和後,銀行股項今日重回上升的趨勢,馬銀行今日在交投活躍的情況下,全天上揚1仙或0.12%,至8.54令吉;成交量達566萬9900股。

根據印尼證券監督委員會(Bapepam)的條例,馬銀行必須在今年6月前減少其持有的印尼銀行--印尼國際銀行的股權,即從97.5%降低至80%,以符合市場的最低流通量標準。

據悉,目前已有投資銀行正處理著相關的交易申請。

黃氏星展唯高達研究分析員預計,若馬銀行完成脫售該宗17.5%股權後,馬銀行將從中獲得24億令吉的資金;而這是根據目前擁有的563億股及收購成本與附加股每股430印尼盾作為計算。

分析員表示,這筆總值24億令吉的估值,或將能全數抵銷馬銀行在09財政年收購時面對的16億令吉減值撥備。

因此,分析員相信,這也將讓馬銀行的每股帳面價值提升34仙。

而肯南嘉研究分析員則預測,馬銀行將從脫售中獲得6億1000萬令吉的盈利,若以每股500印尼盾的價格脫售。

分析員也補充說,隨著脫售活動,馬銀行將能輕易通過內部融資來獲得42億令吉資金,以完成收購金英控股這家新加坡證券行。

「馬銀行截至目前持有34億令吉的資金,而脫售印尼業務後將獲得額外的約16億令吉,同時加上估計21億令吉的股息再投資計劃的資金;就足以完成收購及進行其他內部成長項目。」

此外,黃氏星展唯高達研究分析員認為,馬銀行的前景發展除了著重在國內的業務提升外,印尼銀行業務的長期成長潛能也是看好的關鍵之一。

「目前,印尼國際銀行為馬銀行的淨利帶來約5%的貢獻。」

而肯南嘉研究分析員則看好,收購金英控股後,馬銀行將得以更大與更迅速地開拓東南亞的證券市場。

有鑒於此,黃氏星展唯高達研究與肯南嘉研究分析員皆維持「買進」該股的評級,目標價格分別為10.80令吉與9.70令吉。

http://www2.orientaldaily.com.my ... aKb0uY82q891iBo5c8S

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发表于 2011-2-15 12:39 | 显示全部楼层
售BII股權
助馬銀行融資購金英


(吉隆坡14日訊)針對馬銀行(MAYBANK,1155,主要板金融)將脫售印尼國際銀行(BII)17.5%股權,獲券商看好此舉有助增加現金狀況,並為早前收購新加坡金英控股(Kim Eng Holdings)提供內部籌資的選項。

肯納格證券研究預計,假設馬銀行以印尼國際銀行賬面價值4倍或每股500印尼盾(約17仙)脫售17.5%股權,料就可從中兌現利潤6億1000萬令吉。

這也意味著,收購金英控股所需的42.6億令吉也將可通過內部措資來完成,雖然馬銀行早已擬定籌措資金,即透過發售新元債券及內部措資來完成。

核心資本強化

目前,馬銀行有超過34億令吉資金來支持它完成自行拓展計劃,配售印尼國際銀行股權也可為該行帶來16億令吉現金,再加上國內首創並將在10月落實的股息再投資計劃(DRP),也可為該行帶來21億令吉。

肯納格證券研究指出,目前國內3大銀行中,馬銀行是當中估值最便宜的銀行,加上進一步強化的核心資本,建議“買進”及給予目標價9.70令吉。

今早,馬銀行受利好激勵,揚1仙以8.54令吉掀幕后,就穩步揚高,在早盤最高起7仙觸及8.60令吉后,就略顯后勁不足,休市暫掛8.57令吉,起4仙,半日共224萬6900股易手。

據上週財經週刊《The Edge》引述消息報導,持有印尼國際銀行97.5%股權的馬銀行,被印尼資金市場與金融機構監管局(Bapepam)要求,必須在今年6月底前減持股權至80%,以達至最低20%股權自由浮動的要求。

閉市時,馬銀行掛8.54令吉,起1仙,成交量566萬9900股。

http://www.chinapress.com.my/con ... mp;art=0215bs12.txt

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x 3
发表于 2011-2-16 22:06 | 显示全部楼层
Maybank 跌破了RM8.50,可以进吗?最近Maybank一直在跌,到底什么事情呢?

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x 38
发表于 2011-2-21 13:57 | 显示全部楼层
业绩报告出来了

http://announcements.bursamalays ... 1B423C?OpenDocument

net profit 15.72sen~~

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