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[公司专区] 1155 Maybank 馬銀行

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发表于 2011-2-21 14:00 | 显示全部楼层
派28sen股息

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x 126
发表于 2011-2-21 15:44 | 显示全部楼层
可以reinvest進maybank,嘿嘿

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x 21
发表于 2011-2-21 16:10 | 显示全部楼层
可以reinvest進maybank,嘿嘿
sky1510 发表于 2011-2-21 15:44



    请问要如何REINVEST ? 我是前几天才买的, 需要填什么表格吗? 谢谢 !

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x 126
发表于 2011-2-21 16:29 | 显示全部楼层
要填form,你問你的remindser

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发表于 2011-2-21 18:33 | 显示全部楼层
貸款走高‧撥備偏低‧馬銀行次季賺11.25億
2011-02-21 17:52

(吉隆坡21日訊)受到淨利息與貸款業務走高刺激,加上偏低呆賬撥備與印尼業務表現標青,推動馬來亞銀行(MAYBANK,1155,主板金融組)截至 2010年12月31日止次季淨利繼續沖破10億令吉大關,成長13.26%至11億2千524萬8千令吉,前期為9億9千350萬2千令吉。

半年淨利增15%

首半年淨利也從18億7千530萬5千令吉走高14.82%,至21億5千336萬2千令吉。

至於次季營業額為51億8千863萬9千令吉,較前期46億7千133萬8千令吉成長11.07%;首半年營業額則從92億3千646萬4千令吉攀漲10.32%,至101億9千零56萬3千令吉。

派息28仙

該公司宣佈派發28仙須扣稅股息,其中4仙為淨現金,24仙為可選擇股息再投資。

馬銀行首席執行員拿督斯里阿都華希指出,由於所有業務營業額走高,加上偏低虧損撥備,促使整體業務表現亮眼。

總貸款成長12.5%

總貸款成長高達12.5%,按序為印尼貸款持續成長27.3%,國內回教銀行業務增長23.5%,新加坡業務成長17.8%,其他國際業務攀升20.9%,至於社區金融服務則為10.1%。

在貸款與證券成長推動下,促使首半年淨利息收入增長8.4%至35億9千萬令吉,惟淨利息賺幅從2.78%壓縮至2.70%;非利息收入也成長3.5%至19億9千萬令吉,主要推動力是投資與交易收入暴漲86.5%,傭金、服務費與收費成長4.7%,外匯收入增長4.9%,未兌現證券與衍生產品賺益成長11.6%。

在存款方面,上半年成長9.5%至2億4千810萬令吉,資產成長也走高12.4%至3億5千760萬令吉。

貸款虧損撥備減43.7%

貸款虧損撥備下滑43.7%至3億8千220萬令吉,主要是國內業務撥備下滑與偏高復甦率。至於經常開銷卻上升7.8%至31億3千610萬令吉,主要是偏高人事成本與一般開銷。

馬銀行次季貸款虧損覆蓋率從125.6%提高至131.8%,總呆賬率從2.79%下滑至2.47%。核心資本率和風險加權資本率分別為11.85%與14.21%。

馬銀行業績標青,午盤股價大起,一度揚升29仙至8令吉88仙,並以8令吉86仙作收,揚升27仙;作為重量級藍籌股,馬銀行的揚升,也帶領大市扭轉早盤下跌表現,綜指一度揚升9.53點至1527.09點,收市掛1525.85點,揚8.29點。

星洲日報/財經‧2011.02.21

http://biz.sinchew-i.com/node/44093

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发表于 2011-2-21 19:11 | 显示全部楼层
几乎所有业务均增长 马银行半年净赚21.5亿
2011/02/21 5:41:14 PM
●南洋商报 报道:沈素蕾

(吉隆坡21日讯)由于几乎所有业务的收入都增长,加上贷款拨备大幅减少,促使马银行(Maybank,1155,主板金融股)2011财年第二季净利按年及按季分别扬升13.3%和9.4%,至11亿3000万令吉,整体表现也超越关键绩效指标(KPI)。

每股派息28仙

此外,马银行第二季营业额则按年增加11%至51亿8863万9000令吉,上财年第二季为46亿7133万8000令吉。

在截至2010年12月31日止上半年,马银行总共录得21亿5336万2000令吉净利,比上财年同期的18亿77530万5000令吉增长多达14.8%。

同期内,该公司营业额则从上财年同期的92亿3646万4000令吉,扬升10.3%至101亿9056万3000令吉。

同时,马银行董事部也建议派发每股28仙总中期股息,股息派发率为71.4%。

马银行总裁兼总执行长拿督斯里阿都华希披露,2011财年上半年内,该公司业绩表现几乎都成功超越之前定下的关键绩效指标。

资本回酬15%

他今日在宣布马银行最新业绩表现时说:“截至2011财年上半年,马银行的资本回酬率(ROE)多达15%,超越14%的目标。贷款和债券则按年增长12.4%,超越12%目标。”

截至去年12月,马银行的总贷款额达致2287亿令吉,比上财年同期的2047亿令吉增长了11.7%,年度化增长率为12.5%。

阿都华希称:“这主要是国际贷款业务带动,即年度化增长率达致20.9%,国内贷款年度化增长率为8.5%。”

他补充,新加坡和印尼国际银行(BII)现财年上半年内,分别取得17.8%和27.3%的年度化增长,皆超越5%和24%的目标,惟大马贷款业务的年度化增长率仅达8.5%,低于12%目标。

净利息赚幅微跌

另外,马银行在2011财年第二季和上半年的净利息收入,分别按年增长7.7%和8.4%,达致18亿1320万令吉和35亿8780万令吉;然而,上半年的净利息赚幅却按年滑落3基点,处于2.75%的水平。

对此,阿都华希说:“车贷和房贷市场竞争激烈,是拖累净利息赚幅的原因。同样地,净利息赚幅会继续受压,惟我们相信跌幅会处在可应付的水平,即单位数下跌。”

他补充,继数个项目成功超越全年目标后,他深信马银行2011财年会达致比上财年更优越的业绩表现。相信是受到业绩理想的消息激励,马银行股价今天稳健走高,闭市时报8.86令吉,起27仙或3.14%,全日最高达到8.88令吉的水平,成交量有1216万1900股。

今年经济料增5.5%

谈及宏观经济,阿都华希表示,随着政府将陆续推行经济转型计划(ETP)下的各大型计划,马银行预计,大马经济2011年将增长5.5%。

他说:“我们也预计令吉兑美元会继续增值,在2011年底达致3.00至3.05水平。”

同时,他深信国家银行不会在2011年上半年内调高隔夜政策利率(OPR),不过,他并没有设下任何年底目标。至于通胀率,他估计今年会处于2.5%的水平。

至于本地银行领域,阿都华希认为,由于消费者开支稳定,银行领域将会从中受惠。

截至2010年12月,大马银行领域的总贷款和总存款,分别按年增加了12.8%和7.3%,总呆账(NPL)达271亿令吉,净呆账率为1.97%。

将持金英五成股权 相信三菱ufj愿脱售

询及马银行全面收购新加坡挂牌证券行——金英控股(Kim Eng Holdings)计划的进展时,阿都华希说:“除了我们之前已经签约收购的44%股权,我们也在市场上收购了额外6%股权。”

“因此,一旦完成收购该44%股权,我们将持有50%股权,即已经超越指定的持股限度,进而允许我们进行全面收购。”

同时,他深信也持有金英29%股权的三菱ufj摩根士丹利,届时会接受马银行的收购献议。

发新元债券筹资

另外,马银行也可能发售新元债券,以便筹资来融资上述总值17亿9000万新元(42亿6000万令吉)的全面收购计划。

阿都华希称:“我们预计所发售的新元债券,至少将达收购金英控股所需的一半金额。除了发售债券,我们也正探讨其他的融资方式。”

探其他方式 减持印尼银行股权讨

至于减持印尼国际银行的事宜,阿都华希则表示,马银行最迟必须在2011年6月,将持股权减少至符合当地交易所的规定。

他称:“我们已经向印尼交易所报备,说我们会不时减持印尼国际银行的股权。不幸的是,市场的成交量并不足够,我们因而只有能力脱售极少的股权。”

有鉴于此,马银行目前正与顾问公司洽谈,探讨以其他方式来减持印尼国际银行的股权。

同时,阿都华希披露,马银行计划在2011年内,将印尼国际银行的分行数量,从2010年底的327间,提高至377间,并放眼在2012年时达到450间。

马银行业绩重点

●2011财年第二季净利按季增长9.4%,按年增长13.3%,达到11亿3000万令吉。

●2011财年上半年净利达到21亿5000万令吉,按年增长14.8%。

●2011财年上半年营业额增加5.1%,归功于主要业务的增长,包括社区金融服务(6.1%)、企业银行(11.8%)、新加坡业务(8.3%),以及印尼国际银行(16.0%)。

●集团贷款业务增长12.5%,归功于消费者贷款业务上扬(12.3%)、本地企业贷款复苏(4.8%)、新加坡(17.8%)、印尼国际银行(27.3%)。

●贷款亏损拨备降低,主要是因为呆账回收率较高。净贷款减值率也从第一季的2.99%,改善至2.74%。

●稳健地迈向2011财年关键绩效指标(KPI)的目标。年度化的资本回酬率(ROE)达15.0%,比全年的14%目标还高。

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发表于 2011-2-21 19:12 | 显示全部楼层
次季派息28仙
馬銀行淨利增13%至11億


(吉隆坡21日訊)馬銀行(MAYBANK,1155,主要板金融)所有主要業務收入提高,加上貸款虧損撥備顯著減少,截至去年尾次季淨利年增13%至11億2525萬令吉,建議每股派息28仙(扣稅),優于前年同期的11仙。

該行總執行長行長拿督斯里阿都瓦希指出,首半財年淨利也提高14.8%至21億5336萬令吉,除了各大業務表現標青,貸款虧損撥備更大幅下滑44%至3億8220萬令吉。

他說,次季建議每股派息28仙,扣稅后淨股息為21仙,使派息率提高到71%,高過股息再投資計劃(DRP)預計的40%到60%。

“屆時股東可選擇接受3仙現金股息,另18仙股息則參與股息再投資計劃。”

他今天宣佈馬銀行截至去年12月尾的首半財年業績,發表上述談話:列席者包括總財務長凱魯沙烈。

阿都瓦希透露,印尼國際銀行(BII)以27%的放貸成長,持續引領馬銀行放貸業務,整體集團放貸成長12.5%,惟國內業務增幅僅達8.5%,低過全年12.5%成長目標。

營運環境競爭激烈

他坦言,由于營運環境競爭激烈,本財年淨利息賺幅或稍受影響,但下滑幅度仍受控制。

“以大馬為例,房屋和汽車貸款都面對非常惡劣競爭,至于印尼市場競爭卻圍繞在存款業務,各家銀行紛紛提高存款利率吸引更多顧客。”

提到現財年展望時,他說,營業額和盈利增長料能持續,營運成本則繼續受控,相信截至今年6月底2011財年業績表現可超越2010財年。

“我們相信可達致現財年的關鍵績效指標,包括放貸增長12%,股本回酬達14%,尤其截至本財年首半年,都已超越所設目標。”

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发表于 2011-2-21 21:27 | 显示全部楼层
Maybank 2Q earnings up 13pct to RM1.12b, declares 28c a share dividend

KUALA LUMPUR: MALAYAN BANKING BHD [] posted net profit of RM1.125 billion for the second quarter ended Dec 31, 2010, which was 13.2% above the RM993.50 million recorded a year ago.

It said on Monday, Feb 21 its revenue increased by 11% to RM5.188 billion from RM4.671 billion. Earnings per share were 15.72 sen compared with 14.04 sen.

Maybank declared an interim cash dividend of 28 sen less 25% taxation for the the financial year ending June 30, 2011.

For the first half, net profit was RM2.153 billion, which was 14.8% higher than the RM1.875 billion a year ago. Revenue rose 10.3% to RM10.190 billion compared with RM9.236 billion. It said its core capital ratio was 11.95% while its risk-weighted capital ratio was 14.31%.

On the performance in the second quarter, Maybank said the earnings increased by RM97.1 million or 9.5% from the first quarter ended Sept 30, 2010.

Its net interest income and income from Islamic banking scheme operations rose RM93.4 million or 4.4% to RM2.21 billion from the first quarter.

“Compared to the preceding quarter, allowance for losses on loands, advances and financing and impairment losses were lower by RM147.2 million and RM7.6 million respectively,” it said.

On the first half performance, Maybank said the group’s net interest income for the period ended Dec 31, 2010 increased by RM277.1 million or 8.4% to RM3.587 billion.

“The increase in net interest income is mainly due to growth in Malaysian and Indonesian operations,” it said.

For FY2011, Maybank said it would continue to focus on its three key home markets, namely Malaysia, Singapore and Indonesia.

"We see traction in loans growth compared to the preceding quarter," it said.

On the proposed acquisition of Kim Eng Holdings Ltd, Maybank said the acquisition would accelerate its vision to become a regional financial services leader in Asean.

"Barring unforeseen circumstances, the group expects its financial performance for the year ending June 30, 2011 to be better than the last financial year. The group is on track and remains positive on achieving its two key performance indicators for FY ending June 30, 2011. They are growth in loans and debt securities of 12% and return of equity of 14%," it said.

http://www.theedgemalaysia.com/b ... share-dividend.html

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发表于 2011-2-21 21:28 | 显示全部楼层
Maybank lifts KLCI after strong 2Q earnings, dividends

KUALA LUMPUR: MALAYAN BANKING BHD [] gave the FBM KLCI a much needed boost in afternoon trade on Monday, Feb 21, after it reported a set of strong earnings in the second quarter ended Dec 31, 2010.

At 2.57pm, Maybank was up 26c to RM8.85 with 5.20 million shares done.

The FBM KLCI rose 7.76 points to 1,525.32. Turnover was 1.01 billion shares valued at RM1.14 billion. The broader market was cautious, with 534 losers to 236 gainers while 276 stocks were unchanged.

At the midday break, Maybank announced net profit of RM1.125 billion for the second quarter ended Dec 31, 2010, which was 13.2% above the RM993.50 million recorded a year ago.

Its revenue increased by 11% to RM5.188 billion from RM4.671 billion. Earnings per share were 15.72 sen compared with 14.04 sen.

It declared an interim cash dividend of 28 sen less 25% taxation for the the financial year ending June 30, 2011.

For the first half, net profit was RM2.153 billion, which was 14.8% higher than the RM1.875 billion a year ago.

Revenue rose 10.3% to RM10.190 billion compared with RM9.236 billion.

It said its core capital ratio was 11.95% while its risk-weighted capital ratio was 14.31%.

On the performance in the second quarter, it said the earnings increased by RM97.1 million or 9.5% from the first quarter ended Sept 30, 2010.

Its net interest income and income from Islamic banking scheme operations rose RM93.4 million or 4.4% to RM2.21 billion from the first quarter.

“Compared to the preceding quarter, allowance for losses on loans, advances and financing and impairment losses were lower by RM147.2 million and RM7.6 million respectively,” it said.

On the first half performance, it said the group’s net interest income for the period ended Dec 31, 2010 increased by RM277.1 million or 8.4% to RM3.587 billion.

“The increase in net interest income is mainly due to growth in Malaysian and Indonesian operations,” it said

http://www.theedgemalaysia.com/b ... ings-dividends.html

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发表于 2011-2-22 10:14 | 显示全部楼层
次季净利11.25亿 马银行派中期息28仙
二零一一年二月二十一日 晚上六时四十五分

(吉隆坡21日讯)马来亚银行有限公司(MAYBANK,1155,金融组)在截至2010年12月31日止第2季度创下11亿2500万令吉净盈利,比一年前的9亿9350万令吉增加13.2%。

它在周一公布,其收益则增加11%至51亿8800万令吉,比较之前只有46亿7100万令吉。每股收益为15.72仙,之前则为14.04仙。

马来亚银行已建议派发截至2011年6月30日止财政年度每股28仙须扣税25%的中期现金股息。

在首半年,该银行的净盈利达21亿5300万令吉,比去年同时期的18亿7500万令吉成长了14.8%。

收益也从之前的92亿3600万令吉提高10.3%至101亿9000万令吉。

它说,其核心资本比例为11.95%,而资本适足率则为14.31%。

其净利息收入和回教银行经营收入,在首季成长了9340万令吉或4.4%,达到22亿1000万令吉。

“与前季比较,贷款、透支与融资亏损津贴,以及减值损失,分别降低到1亿4720万令吉和760万令吉。”

在首半年的表现方面,马来亚银行指出,截至2010年12月31日止集团净利息收入提高2亿7710万令吉或8.4%,晋至35亿8700万令吉。

它说,净利息收入的增加,主要是来自马来西亚和印尼经营的成长。

在2011财政年,马来亚银行表示,它将继续专注于3个主要市场,即马来西亚、新加坡和印尼。

“我们预期贷款成长将比前季来得佳。”

谈及建议中收购金英控股的行动时,马来亚银行称,收购将加速它成为东盟区域金融服务领导者的宏愿。

它指出:“除非不能预知之情况外,该集团预料其截至2011年6月30日止财政年表现将比上个财政年来得优越。”

该集团仍然对可达到2011财政年2项关键绩效指标保持乐观。它预测贷款与债券成长达12%及股本回酬14%。

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发表于 2011-2-22 10:17 | 显示全部楼层
馬銀行淨利漲13%
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(吉隆坡)馬銀行(MAYBANK,1155,主板金融股)2011財政年次季淨利(截至12月31日)按年增長13.26%,至11億2524萬令吉,其股價受到刺激而全日上漲27仙,或3.14%。

該股以8.60令吉開盤之後,一度下跌至全日最低水平的8.46令吉。該集團在休市公佈業績之後,股價在午盤立即回彈,並且一度衝上全日最高水平的8.88令吉,最後報價8.86令吉。同時,該股也擠進十大上升股的排名。

馬銀行今日宣佈,其2011財政年次季淨利從去年同期的9億9350萬令吉,按年上漲13.26%,至11億2524萬令吉;其營業額則按年走高11.07%,至51億8863萬令吉。

此外,該公司上半年淨利成長14.83%,至21億5336萬令吉;營業額則按年走高10.33%,至101億9056萬令吉。

馬銀行首席執行員拿督斯里阿都瓦希指出:「次季業績表現良好主要是因為集團貸款成長12.5%,以及貸款虧損撥備按年大幅收窄53.5%。」

同時,他補充,推動貸款成長的功臣是其海外業務。海外業務的貸款成長20.9%,超越本地的8.5%。其中,印尼國際銀行(BII)貢獻最大,共按年成長27.3%。此外,消費者貸款按年增長12.3%,而商業和中小型企業貸款按年上揚3.2%,進一步提高集團的貸款成長。

「儘管大馬上半年的貸款成長僅達8.5%,無法超越2011財政年的12%,但是估計將會在下半年達到該目標水平。同時,集團在次季的表現,共有數個項目超越2011財政年關鍵績效指標(KPI),包括股本回酬率(ROE),以及貸款和債券成長。」

其股本回酬率,以及貸款和債券分別在上半年成長15%和12.4%,超越目標的14%和12%。

他在2011財政年次季業績媒體匯報會上發表談話。

儘管如此,阿都瓦希指出,貸款市場的競爭相當激烈,將會衝擊馬銀行的淨利息賺幅(NIM),但是下跌的幅度不大。他補充,除了大馬市場之外,大部份印尼銀行都已經提高存款利率,也會減少淨利息賺幅,但是仍處於可控制的水平之內。同時,該集團上半年的淨利息收入按年下跌3個基點,至2.75%。

淨利71.4%作為股息

此外,馬銀行宣佈,將從淨利撥出71.4%作為股息派發給股東,超越其股息政策水平的40%至60%,同時宣佈派發每股28仙的中期毛股息(淨股息為21仙)。

除了業績表現之外,該集團獻購新加坡金英證券公司(Kim Eng)的進展也受到關注。針對日本三菱日聯金融集團(Mitsubishi UFJ)是否接受獻議,阿都瓦希指出:「基本上,該集團已經收購兩名大股東黃天日(Ronald Anthony Ooi Thean Yat)和台灣元大證券亞洲金融服務有限公司的44.63%股權,再加上在市場上收購的6%,馬銀行已經持有金英證券超過50%股權,相信日本三菱日聯金融集團將會接受獻議。迄今,仍呈現正面的現象。」

根據《彭博社》的數據顯示,目前,日本三菱日聯金融集團持有金英證券公司的28.05%股權。

此外,針對獻購計劃的融資項目,他指出,該集團即將會公佈集資的方式,其中包括以新元發售債券。他透露,至少半數的獻購資金將通過新元債券發售,總值獻購價超過17億令吉。

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发表于 2011-2-22 21:10 | 显示全部楼层
Maybank steps up on higher profit

KUALA LUMPUR: Malayan Banking Bhd (Maybank) yesterday posted double-digit profit growth in its second quarter (2Q) ended Dec 31 driven by improved performance across almost all its business segments, significantly lower allowance for losses on loans and strong growth in its overseas operations.

Maybank president and CEO Datuk Seri Abdul Wahid Omar said Maybank was on track to achieving its key performance indicators (KPI) for FY11 — a 14% return on equity (ROE) and 12% growth in loans and debt securities.

Speaking at a media briefing on Maybank’s 2QFY11 results, Wahid said Maybank’s 1HFY11 results had met the KPI targets, posting a 15% normalised ROE and 12.4% annualised growth in loans and debt securities.

For its 2QFY11, Maybank’s net profit rose 13.3% to RM1.13 billion from RM993.5 million a year ago.

This was on the back of a 5.3% increase in net income to RM3.28 billion from RM3.12 billion, which saw a 7.7% growth in its net interest income to RM1.81 billion, a 10.4% growth in income from its Islamic banking operations and a 4% growth in its non-interest income to RM1.03 billion.

Net income from its insurance business was 50.2% lower at RM41 million from RM82.5 million a year ago but Maybank chief financial officer Khairusaleh Ramli said contributions from this segment would be reflected only at the end of FY11.

In 2Q, Maybank’s allowance for losses on loans was 55.6% lower at RM117.5 million from RM252.8 million a year ago due to higher recovery of debts, said Wahid.

Maybank’s asset quality showed continued improvement with its net impaired loan ratio advancing to 2.74% from from 2.83% in its 4QFY10 ended June 30, 2010. Earnings per share (EPS) for the quarter was 15.72 sen compared with 14.53 sen a year ago.

According to Khairusaleh, Maybank recorded a 0.03% compression in net interest margins (NIM) year-on-year to 2.75% but said this was negligible as the volume of loans was still growing.

“Interest margins have reduced slightly due to competition on loans and a slight increase in funding cost. We continue to be able to support loans growth from consumer deposits,” Khairusaleh said.

He added that Maybank’s Singapore and Bank Internasional Indonesia (BII) operations reported strong loans growth at 17.8% and 27.3% respectively while its Malaysian operations recorded 8.5% growth.

Wahid said Maybank was anticipating a single digit basis point compression on its NIM this year but added this was still at a manageable level.

For the six months ended Dec 31, Maybank’s net profit grew 14.8% to RM2.15 billion from RM1.88 billion while net income inched up 5.1% to RM6.44 billion from RM6.13 billion a year ago.

Net interest income rose 8.4% to RM3.59 billion from RM3.31 billion a year ago, driven by growth in its Malaysian and Indonesian operations.

In the notes accompanying its financial results, Maybank said this was on the back of an annualised 12.5% growth in loans and debt securities across the group, and was achieved despite a tightening of the NIM to 2.7% as at end-December 2010 compared with 2.78% in December 2009.

Maybank’s international operations now account for 33% of its revenue and 27% of its pre-tax profit.

Besides Indonesia and Singapore, Maybank’s international operations span countries like Brunei, Vietnam, the United Kingdom, the Philippines, the United States and Bahrain.

Its Indonesian operations led loans growth with 27.3% annualised increase in loans, followed by Maybank Islamic (23.5%), its Singapore operations (17.8%), other international operations (20.9%) and community financial services (10.1%).

Quarter-on-quarter, Maybank’s net profit grew 9.4% to RM1.13 billion from RM1.03 billion while its net income rose 4.1% to RM3.28 billion from RM3.15 billion.

The Maybank board declared an interim dividend of 28 sen per share less 25% tax (or 21 sen net), of which four sen per share (or three sen net) will be paid in cash.

The remainder 24 sen (or 18 sen net) will be in the electable portion where shareholders have the option to reinvest in Maybank shares.

Khairusaleh said Maybank was confident of maintaining the 89% shareholder reinvestment rate in the group’s dividend reinvestment plan.

The high rate of reinvestment, reflect shareholders’ confidence in the banking group’s prospects.  

Moving forward, Wahid said he was optimistic that Malaysia’s continued economic growth would bode well for the banking industry as there were enough economic initiatives to achieve the 5% to 6% GDP growth projected for 2011.

“In terms of the banking industry, I think we are in great shape,” he said.

Maybank shares yesterday gained 27 sen to close at RM8.86.

http://www.theedgemalaysia.com/i ... -higher-profit.html

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发表于 2011-2-22 21:11 | 显示全部楼层
Maybank: Mitsubishi likely to accept Kim Eng takeover offer

KUALA LUMPUR: Malayan Banking Bhd (Maybank) president and CEO Datuk Seri Abdul Wahid Omar yesterday said the signs are positive that Mitsubishi UFJ Morgan Stanley Securities Co, a major shareholder of Singapore brokerage Kim Eng Holdings Ltd, will likely accept Maybank’s takeover offer.

“We have been engaging Mitsubishi ...The indications are positive that they will take up the offer,” Wahid told a press conference after announcing Maybank’s second quarter ended Dec 31, 2010  (2QFY11) results.

Mitsubishi has a 29% stake in the Singapore-listed stockbroking firm, which it is believed to have acquired for S$2.40 (RM5.70) apiece.

Kim Eng’s top two substantial shareholders — Kim Eng chairman and CEO Ronald Ooi, who has a 15.4% stake, and Taiwan’s Yuanta Securities Asia Financial Services, with a 29.2% stake — have agreed to sell to Maybank at S$3.10 a share.

On Jan 6, Maybank announced that its wholly owned subsidiary, Aseam Credit Sdn Bhd, had entered into separate conditional sale and purchase agreements (SPAs) with Ooi and Yuanta to acquire the 44.6% controlling stake in Kim Eng in an all-cash deal worth S$798.44 million (RM1.9 billion).

The acquisition price valued Kim Eng at S$1.79 billion and will see Maybank making a general offer for the remaining shares it does not own.

The offer price of S$3.10 a share valued Kim Eng at a price-to-book of 1.91 times and a price to earnings ratio (PER) of 20 times, based on its net profit of S$89.34 million for the financial year ended Dec 31, 2009.

Wahid said successful completion of the acquisition of the 44.6% stake in Kim Eng plus the additional 6% of Kim Eng purchased off-market would bring Maybank over the required 50% threshold for a mandatory general offer (MGO).

Maybank is on track to complete the SPAs and obtain the required regulatory approvals by April before announcing the MGO, said Wahid.

Maybank is expecting to complete the MGO by the end of May, assuming no extensions of the offer period for Kim Eng shares.

On financing the acquisition, Wahid said Maybank was looking at raising at least half of the S$1.79 billion via Singapore dollar bonds and said it would soon announce plans to fund the transaction.

When asked, Wahid said Maybank had put on hold its plans to enter the Thai commercial banking scene to focus on bringing the Kim Eng acquisition to a close. Maybank is also expected to initiate general offers for Kim Eng’s listed units in the Philippines and Thailand.

Maybank deputy president and chief financial officer Khairussaleh Ramli said the acquisition of Kim Eng will help Maybank achieve its target for international operations to contribute 40% of its pre-tax profits by the end of 2015.

In the group’s 2QFY11 results, international operations accounted for 33% of revenue and 27% of pre-tax profit.

Meanwhile, Wahid said Maybank is taking steps to comply with requirements set out by Indonesian listing regulators that Maybank maintain a 20% free float of its Bank Internasional Indonesia (BII).

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

Wahid said Maybank had already started disposing portions of its stake in the open market but had only been able to sell less than 1% of BII.

In order to meet the June deadline, Wahid said Maybank had engaged several advisers and were looking at placements as one of the ways to pare down its stake in BII.

http://www.theedgemalaysia.com/i ... takeover-offer.html

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发表于 2011-2-22 22:38 | 显示全部楼层
淨利符預期 馬銀行賺幅穩定

(吉隆坡22日訊)馬銀行(MAYBANK,1155,主板金融股)最新公佈的業績普遍符合眾研究機構的預期。雖然該公司在次季的盈利取得成長,惟其股價今日隨著區域股市及馬股齊齊走跌。

該股在早盤以8.78令吉開市,一度下跌至8.64令吉,半天即下跌了15仙或1.69%。午盤開市後,該股收窄跌幅,並在馬股閉市時以8.74令吉掛收,全天下跌12仙,成交量共1120萬零200股。

艾芬投資銀行分析員相信,該公司大部分的股東將參與本季度的股息再投資計劃。因此,該公司的核心資本及風險加權資本比率,料將改善至11.85%及14.21%,比較上一個季度的11.5%及14.15%的核心資本及風險加權資本比率。

MIDF研究也正面看好該公司的股息再投資計劃能持續下去,這項計劃可協助保存公司的資本。上一輪的股息再投資計劃取得89%的再投資率。

淨利料續成長

艾芬投資銀行分析員也相信,該公司的淨利息賺幅前景將穩定下來,因為2011財政年下半年的企業借貸有可能擴大,這取決於市場的競爭及借貸行為的改變(通過進一步滲透再融資市場及商業/中小型企業市場)。

該分析員進一步指出,來自印尼國際銀行的貢獻提高,也有助於延緩淨利息賺幅遭侵蝕情況。

另外,隨著該公司採用FRS139會計準則後,管理層表示,2011財政年的信貸撇帳率是35至50個基點,比較早前在GP3下的50至60個基點來得較低。

對此,分析員相信,這將持續推動馬銀行的淨利成長,以達到該研究機構的預測。

分析員預期馬銀行在2011、2012及2013財政年的淨利將分別成長12.3%、12.6%及10.5%。該公司也能夠達到本身的2011財政年關鍵表現指標。

迄今,2011財政年上半年取得的15%年率化股本回酬率,以及超越全年的14%目標,12.4%的年率化借貸成長也超越了公司設定的12%目標。

http://www2.orientaldaily.com.my ... bUQ0bRL2qNl2gFj3f61

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发表于 2011-2-22 22:41 | 显示全部楼层
調整股息架構
馬銀行揚升空間受限


(吉隆坡22日訊)馬銀行(MAYBANK,1155,主要板金融)新出爐次季業績符合市場預期,獲券商維持“買進”評級,惟有者認為該行調整股息和儲備架構,近90%股息用于股息再投資計劃的比例超越預期,而下修目標價。

早盤一度陷入十大下跌榜的馬銀行,甫開市即掉進跌勢,走低8仙以8.78令吉迎市,隨后跌跌不休,最低下探22仙至8.64令吉。

休市時掛8.71令吉,滑落15仙報8.71令吉,半日交投376萬6000股。

昨日,馬銀行建議次季派息每股28仙,扣稅后淨股息21仙,當中18仙可參與股息再投資計劃,剩余3仙為股息現金。

ECM證券研究因為股息再投資計劃的更改,下修目標價從10.26令吉至9.96令吉,但馬銀行本益比估值仍低于歷史水平,維持“買進”評級。

馬銀行的潛在風險包括低于預期的貸款成長(國內貸款僅增8.5%,低于績效目標12%)。

其他潛在風險尚有淨利息賺幅收窄(馬銀行2011財年首半年淨利息賺幅滑落0.3%至2.75%),以及資產素質風險等。

聯昌證券研究把股息再投資計劃納入考量,以及每股盈利(EPS)預測滑落2%至4%,同樣調低目標價,但仍較股息貼現模式(Dividend Discount Model)存有10%溢價。

閉市時,馬銀行報8.74令吉,跌12仙,成交量1120萬200股。

http://www.chinapress.com.my/con ... mp;art=0223bs12.txt

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发表于 2011-2-23 09:57 | 显示全部楼层
淨利符預期 馬銀行賺幅穩定

(吉隆坡22日訊)馬銀行(MAYBANK,1155,主板金融股)最新公佈的業績普遍符合眾研究機構的預期。雖然該公司在次季的盈利取得成長,惟其股價今日隨著區域股市及馬股齊齊走跌。

該股在早盤以8.78令吉開市,一度下跌至8.64令吉,半天即下跌了15仙或1.69%。午盤開市後,該股收窄跌幅,並在馬股閉市時以8.74令吉掛收,全天下跌12仙,成交量共1120萬零200股。

艾芬投資銀行分析員相信,該公司大部分的股東將參與本季度的股息再投資計劃。因此,該公司的核心資本及風險加權資本比率,料將改善至11.85%及14.21%,比較上一個季度的11.5%及14.15%的核心資本及風險加權資本比率。

MIDF研究也正面看好該公司的股息再投資計劃能持續下去,這項計劃可協助保存公司的資本。上一輪的股息再投資計劃取得89%的再投資率。

淨利料續成長

艾芬投資銀行分析員也相信,該公司的淨利息賺幅前景將穩定下來,因為2011財政年下半年的企業借貸有可能擴大,這取決於市場的競爭及借貸行為的改變(通過進一步滲透再融資市場及商業/中小型企業市場)。

該分析員進一步指出,來自印尼國際銀行的貢獻提高,也有助於延緩淨利息賺幅遭侵蝕情況。

另外,隨著該公司採用FRS139會計準則後,管理層表示,2011財政年的信貸撇帳率是35至50個基點,比較早前在GP3下的50至60個基點來得較低。

對此,分析員相信,這將持續推動馬銀行的淨利成長,以達到該研究機構的預測。

分析員預期馬銀行在2011、2012及2013財政年的淨利將分別成長12.3%、12.6%及10.5%。該公司也能夠達到本身的2011財政年關鍵表現指標。

迄今,2011財政年上半年取得的15%年率化股本回酬率,以及超越全年的14%目標,12.4%的年率化借貸成長也超越了公司設定的12%目標。

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发表于 2011-2-23 21:56 | 显示全部楼层
Maybank steps up on higher profit

KUALA LUMPUR: Malayan Banking Bhd (Maybank) yesterday posted double-digit profit growth in its second quarter (2Q) ended Dec 31 driven by improved performance across almost all its business segments, significantly lower allowance for losses on loans and strong growth in its overseas operations.

Maybank president and CEO Datuk Seri Abdul Wahid Omar said Maybank was on track to achieving its key performance indicators (KPI) for FY11 — a 14% return on equity (ROE) and 12% growth in loans and debt securities.

Speaking at a media briefing on Maybank’s 2QFY11 results, Wahid said Maybank’s 1HFY11 results had met the KPI targets, posting a 15% normalised ROE and 12.4% annualised growth in loans and debt securities.

For its 2QFY11, Maybank’s net profit rose 13.3% to RM1.13 billion from RM993.5 million a year ago.

This was on the back of a 5.3% increase in net income to RM3.28 billion from RM3.12 billion, which saw a 7.7% growth in its net interest income to RM1.81 billion, a 10.4% growth in income from its Islamic banking operations and a 4% growth in its non-interest income to RM1.03 billion.

Net income from its insurance business was 50.2% lower at RM41 million from RM82.5 million a year ago but Maybank chief financial officer Khairusaleh Ramli said contributions from this segment would be reflected only at the end of FY11.

In 2Q, Maybank’s allowance for losses on loans was 55.6% lower at RM117.5 million from RM252.8 million a year ago due to higher recovery of debts, said Wahid.

Maybank’s asset quality showed continued improvement with its net impaired loan ratio advancing to 2.74% from from 2.83% in its 4QFY10 ended June 30, 2010. Earnings per share (EPS) for the quarter was 15.72 sen compared with 14.53 sen a year ago.

According to Khairusaleh, Maybank recorded a 0.03% compression in net interest margins (NIM) year-on-year to 2.75% but said this was negligible as the volume of loans was still growing.

“Interest margins have reduced slightly due to competition on loans and a slight increase in funding cost. We continue to be able to support loans growth from consumer deposits,” Khairusaleh said.

He added that Maybank’s Singapore and Bank Internasional Indonesia (BII) operations reported strong loans growth at 17.8% and 27.3% respectively while its Malaysian operations recorded 8.5% growth.

Wahid said Maybank was anticipating a single digit basis point compression on its NIM this year but added this was still at a manageable level.

For the six months ended Dec 31, Maybank’s net profit grew 14.8% to RM2.15 billion from RM1.88 billion while net income inched up 5.1% to RM6.44 billion from RM6.13 billion a year ago.

Net interest income rose 8.4% to RM3.59 billion from RM3.31 billion a year ago, driven by growth in its Malaysian and Indonesian operations.

In the notes accompanying its financial results, Maybank said this was on the back of an annualised 12.5% growth in loans and debt securities across the group, and was achieved despite a tightening of the NIM to 2.7% as at end-December 2010 compared with 2.78% in December 2009.

Maybank’s international operations now account for 33% of its revenue and 27% of its pre-tax profit.

Besides Indonesia and Singapore, Maybank’s international operations span countries like Brunei, Vietnam, the United Kingdom, the Philippines, the United States and Bahrain.

Its Indonesian operations led loans growth with 27.3% annualised increase in loans, followed by Maybank Islamic (23.5%), its Singapore operations (17.8%), other international operations (20.9%) and community financial services (10.1%).

Quarter-on-quarter, Maybank’s net profit grew 9.4% to RM1.13 billion from RM1.03 billion while its net income rose 4.1% to RM3.28 billion from RM3.15 billion.

The Maybank board declared an interim dividend of 28 sen per share less 25% tax (or 21 sen net), of which four sen per share (or three sen net) will be paid in cash.

The remainder 24 sen (or 18 sen net) will be in the electable portion where shareholders have the option to reinvest in Maybank shares.

Khairusaleh said Maybank was confident of maintaining the 89% shareholder reinvestment rate in the group’s dividend reinvestment plan.

The high rate of reinvestment, reflect shareholders’ confidence in the banking group’s prospects.  

Moving forward, Wahid said he was optimistic that Malaysia’s continued economic growth would bode well for the banking industry as there were enough economic initiatives to achieve the 5% to 6% GDP growth projected for 2011.

“In terms of the banking industry, I think we are in great shape,” he said.

Maybank shares yesterday gained 27 sen to close at RM8.86.

http://www.theedgemalaysia.com/i ... -higher-profit.html

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发表于 2011-2-25 17:08 | 显示全部楼层
Maybank IB Research downgrades MISC to Hold, TP RM8.10

KUALA LUMPUR: Maybank Investment Bank Research (Maybank IB) downgraded MISC to Hold with a lower target price of RM8.10.

It said on Friday, Feb 25 that MISC reported a RM1.3 billion gain in 3QFY11 mainly from the disposal of MMHE but operations were below expectations “as we had underestimated the severity of the petroleum shipping market problem”.

Losses continue to widen. Pending an analyst briefing later Friday, Maybank IB Research said it had “tentatively downgrade MISC to a Hold and cut FY11-13 earnings by 12%-36% as we expect the petroleum market to only recover in FY13.

“Our new target price of RM8.10 is based on a 10% discount to our revised SOP valuations,” it said.

http://www.theedgemalaysia.com/b ... -hold-tp-rm810.html

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发表于 2011-3-10 16:02 | 显示全部楼层
Malaysia banking profits set to grow 15pc
Published: 2010/03/10


Banking sector earnings is expected to grow at 15 per cent while return on equity (ROE) is anticpated at 16 per cent this year, says HwangDBS Vickers Research.

"We believe loans growth will continue to support net interest income growth amid competitive net interest margin while non-interest income should gear up on capital market activities," it said in a note today.

The research firm said banks were increasingly relying on non-interest income to enhance capital costs and improve ROE while expenses were expected to remain stable and provisions low.

It said projects under the Economic Transformation Programme would drive more fund raising activities this year while mergers and acquisitions transactions could surface with further divesment of government link companies.

Taking cue from the positive momentum last year, HwangDBS expects capital market activities to spur higher non-interest income for banks this year.

"We forecast industry ROE to reach a new high of 16.3 per cent by 2012, driven by overall revenue drivers, in particular non-interest income," it added.

HwangDBS's pick for "Regional Malaysian Banks" is Malayan Banking Bhd, which has been accorded a "buy" call and a target price of RM10.80.

"But, Malayan Banking would still offer an element of positive surprises and carries Indonesia as a multi-year growth story," it said, adding that CIMB was also considered as having done well and a proxy for Asean banks.

The research house also prefered RHB Capital, recommending a buy call and target price of RM10 for its attractive valuation, ROE profile as well as possible merger and acquisition angle.
-- Bernama

Read more: Malaysia banking profits set to grow 15pc http://www.btimes.com.my/Current ... _html#ixzz1GB3KGMmz

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发表于 2011-3-15 22:46 | 显示全部楼层
馬銀行獲21億貸款

(吉隆坡15日訊)馬銀行(MAYBANK,1155,主要板金融)宣佈,今日完成並獲得7億美元(21.3億令吉)的5年聯合貸款。

馬銀行發佈文告說,上述貸款是由授權的主理商和承銷商全數包辦,這包括澳紐銀行集團(ANZ)、納閩分行的匯豐銀行、瑞穗企業銀行(Mizuho Corporate Bank)和渣打銀行。

馬銀行指出,市場對這批貸款反應踴躍,包括主理和承銷商在內,共有22家銀行參與交易。

“這項貸款規模也從原有的5億美元(約15.2億令吉),提高到7億美元(約21.3億令吉),以容納超額的部分。”

馬銀行總裁兼總執行長拿督斯里阿都瓦希指出,這批貸款將用作銀行一般資金,以支持在全球資產和成長需求。

馬銀行冀在2015年,成為區域金融服務的龍頭大哥。

http://www.chinapress.com.my/con ... t=0316bsa009a07.txt

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