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[公司专区] 5258 BIMB 回教银行

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发表于 2011-3-24 01:04 | 显示全部楼层 |阅读模式

这股起动了

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 楼主| 发表于 2011-3-24 01:05 | 显示全部楼层
本帖最后由 manipulate 于 2011-3-24 01:24 编辑


这股也沉遂久了,适合短线买卖。
过去表现不代表未来。

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 楼主| 发表于 2011-3-24 01:06 | 显示全部楼层
本帖最后由 manipulate 于 2011-3-24 01:43 编辑


小银行,但是有全套服务。

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 楼主| 发表于 2011-3-24 01:06 | 显示全部楼层
本帖最后由 manipulate 于 2011-3-30 23:29 编辑


Today start Rallly,keep monitor

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发表于 2011-3-30 14:52 | 显示全部楼层
有意开发海外市场 回银或进军孟加拉国
2011-03-03

(吉隆坡2日讯)据消息指出,回教银行(BIMB,5258,金融组)有意合伙一家来自南亚国家的商业伙伴,联合收购一家孟加拉银行的股权。
回教银行,相信是首家进入孟加拉市场的我国公司,据知有意在该国回教徒占多数的省份,开发回教金融业务的潜能。
孟加拉是拥有全球第8大人口的国家。
回教银行董事经理拿督苏克利沙马特在上周接受一项访问时表示,该银行确实有意在孟加拉探讨商机,但拒绝作进一步描述。
他向《商业时报》透露:“我们有意进军孟加拉市场,但一切还未肯定。尽管该国整体来说是个贫穷国家,倘若这2亿人口当中的10%有经济能力的话,我们还是有意探讨和开发这个市场的。”
尽管如此,消息来源还是无法肯定,回教银行是否可收购孟加拉任何银行的大部分股权。
苏克利针对以上问题表示,不管回教银行是否可在任何市场收购一家银行的大部分股权,该银行关注的是可否对其收购目标的业务给予一定的影响力。
回教银行久有意扩展其业务至南亚国家。
该银行已拥有斯里兰卡Amana投资有限公司的12%股权。据苏克利的说法,后者近期已获得回教银行执照。预料该银行在不久后将增加其在Amana投资的股权。

另一目标为印尼市场
回教银行向来不断强调进军海外的意愿,尤其是印尼市场。
苏克利说,印尼市场“依然在我们的雷达之中”。他补充,回教银行若在印尼进行任何收购活动的话,将寻求拥有收购目标的最大控制权。
《商业时报》去年的报道指出,该银行有意收购印尼Muamalat银行股权。据知,该银行与后者部分股东进行的洽谈进展顺利。
尽管如此,苏克利无法确定进军印尼市场的举动可在今年内实现。他说:“今年内或将进行收购活动,但未必在印尼市场,可能是在其他国家。”
回教银行也计划在今年杪,将其在本地的分行数量由目前的113间,增至120间。
另一方面,苏克利也表示他无法确定回教银行中东股东,杜拜集团(Dubai Group LLC)如去年的报道般,依然有意脱售其在该银行的30.5%股权。
回教银行闭市时以最低价位1.31令吉作收,跌4仙或3%,成交量为79万2千300股。

http://www.eunited.com.my/index. ... 13-11&Itemid=75

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发表于 2011-3-30 18:49 | 显示全部楼层
回教银行 放眼年内发5万信用卡
2011/03/22 11:15:54 AM
●南洋商报

(吉隆坡21日讯)回教银行(BIMB,5258,主板金融股)计划在今年内发出5万张信用卡,不过,预料银行之间争取新客户的竞争将会更加激烈。

回教银行消费银行总经理卡鲁卡玛鲁丁不讳言,该银行有5万张信用卡等待发出,在服务费增加6%以及国行近期加强信用卡管制的情况下,欲达致10%的增长,确实不是一件容易的事。

他是在回教银行的“Debit=Myvi”推介礼后,向银行如此表示。

上周五,国家银行宣布,信用卡申请者资格将从最低的年收入1万8000令吉,提高到2万4000令吉。

与此同时,信用卡申请者或持卡者年收入3万6000令吉或以下者,只能申请或拥有两家银行的信用卡,且信贷限额为月薪的一倍。

尽管如此,他披露持卡人的信誉依然保持良好。“虽然我们并没有预料这会发生,但是我们已规划好,也就是为不能获得信用卡者发出扣账卡。”

卡鲁卡玛鲁丁提到,该银行在过去三周,就发出2万7000张扣账卡。

“扣账卡的便利需求是存在的,我们只不过随着这种趋势行事。”

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发表于 2011-3-30 18:49 | 显示全部楼层
大马回教银行 18个月税前赚5亿
2011/03/06 5:20:00 PM
●南洋商报

(吉隆坡6日讯)截至2010年12月31日18个月内,大马回教银行(Bank Islam Malaysia)有限公司录得5亿340万令吉税务及回教宗教捐(zakat)前盈利。

若以年度化计算,上述盈利比截至2009年6月30止财年的2亿3310万令吉税务及回教宗教捐前盈利,增加了44%。

文告引述大马回教银行董事经理拿督斯里朱格费利指出,资产素质改进、非基金收入和来往及储蓄户头的存款增加,加上成本对收入比率下跌,是该银行盈利表现标青的原因。

派息4.75%

他透露,截至2010年12月31日止财年,该银行董事部建议派发4.75%股息,总值8070万令吉。

尽管在去年9月26日将一批回教可转换可赎回非累计优先股转为普通股,但该银行的股票回酬(ROE)仍增加至1.2%(上财年为0.9%)。

同时,该银行的总融资额也扬升22.8%(或年度化增加15.2%)至118亿6000万令吉,上财年为96亿6000万令吉。

朱格费利预计,随着大马回教银行正积极将收入来源多元化,非基金收入未来将对该银行带来更大的收入贡献。

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 楼主| 发表于 2011-4-6 23:25 | 显示全部楼层
Bank Islam Malaysia Bhd 又买8%   Sri Lanka's 第一间回教银行, Amana Bank Ltd (ABL,
总共买了20%,还要买到50%。
看来被搜购无望了。

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发表于 2011-4-10 01:04 | 显示全部楼层
最近被炒上来的股。。观察中。。
lawhal83 发表于 2011-3-31 19:51



   
教银行完成收购 Amana银行20%股权

吉隆坡6日讯)文件显示,回教银行(BIMB,5258,主板金融股)已经完成买下斯里兰卡银行——Amana银行的20%股权。

回教银行今天向媒体发出邀请函,以邀请媒体出席于本周五(4月8日)在吉隆坡举行上述交易的技术支援咨询签约仪式,此外,也举行股票证书仪式。

届时,大马国家银行副总裁拿督莫哈末拉兹夫将出席见证。

Amana银行是斯里兰卡第一家获得执照的回教银行,截至今年2月,该银行的股东包括了策略投资者以及零售投资者。

策略伙伴多来自其他银行集团,其中就包括了马来西亚的回教银行(20%股权)、孟加拉的AB银行(15%)、沙地阿拉伯的回教发展银行(10%),以及斯里兰卡茶叶出口商Akbar兄弟(10%)。

Saturday April 9, 2011
Bank Islam buys 20% stake in Sri Lanka bank


KUALA LUMPUR: Bank Islam Malaysia Bhd is now the single largest shareholder in Sri Lanka-based Amana Bank Ltd after completing its share-subscription exercise that gives the group a 20% stake in bank.

Managing director Datuk Seri Zukri Samat said the total cost investment for the 20% stake in Amana Bank is RM22.6mil.

“The 20% stake is acquired via a share swap of Bank Islam's existing shareholdings in Amana Investment Ltd for Amana Bank's shares and the subscription of the bank's new shares for a total consideration of about RM21.26mil,” he told reporters yesterday at the completion of share subscription and technical advisory services agreement (TASA) signing between the group and Amana Bank.

(Amana Bank is due to be operational in the second half of this year after acquiring the assets and liabilities of Amana Investment Ltd).

Zukri said the business venture was Bank Islam's maiden overseas banking venture in line with its regional expansion plan.

“Sri Lanka was chosen not only to capitalise on our existing presence and familiarity with the business environment, but more importantly, due to its favourable economic prospects and tremendous untapped potential of its nascent Islamic financial services industry,” he said, adding that besides the group, other Amana Bank's partners are Islamic Development Bank (10%), AB Bank Ltd of Bangladesh (15%) and the remaining stakes were held Sri Lankan investors.

(Bank Islam started partnering Amana Investment Ltd in 1999 through capital investments and technical assistance and helped the latter to set up Sri Lanka's first licensed takaful company called Amana Takaful in 2002).

Under the TASA agreement, Bank Islam will play a significant role in the transfer of Islamic banking and expertise to Amana Bank.

Zukri also said the group was still looking at forging other business ventures in South Asia and South-East Asia, including at synergistic mergers and acquisitions.

Recent news report quoting a source said the group was likely to buy a stake in a Bangladeshi bank this year with a partner from the South Asian nation.

Amana Bank managing director Faizal Salieh said the bank now had 14 branches in Sri Lanka and planned to have 60 to 65 outlets in five years.

He also said Amana Bank planned a public listing in Sri Lanka in two years in line with the country's banking regulations.

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发表于 2011-4-10 21:16 | 显示全部楼层
購Amana銀行兩年後斯國上市‧回銀放眼更多區域併購
大馬財經  2011-04-09 13:58
(吉隆坡8日訊)回教銀行(BIMB,5258,主板金融組)放眼在南亞與區域內進行更多併購以擴展回教銀行業務,新近以約2千260萬令吉持股20%的斯里蘭卡Amana銀行,將於5年內獲5%市佔率,並計劃兩年後在斯國上市。
回銀董事經理拿督斯里蘇克里沙末說,自2009年7月制定策略藍圖推行“永續成長計劃”(SGP)後,回銀願景是成為“全球回教金融翹楚”,因此致力在區域與南亞擴展跨國業務。
根據斯里蘭卡法令,外資最高只能持有15%斯里蘭卡銀行股權,回銀事務可持股至20%,未來若放寬限制與有利可圖,考量增持股權。

購Amana銀行20%股權
放眼5年內獲5%市佔率
回銀今日完成了收購Amana銀行20%股權簽約儀式,並由國家銀行助理總裁峇卡魯丁見證。
在上述收購股權下,回銀以2千126萬令吉收購1億4千600萬新股,加上持有的3千400萬股隻,總共以2千260萬令共持1億8千萬股,並躋身為最大單一股東。回教發展銀行持股10%,孟加拉AB銀行持股15%。
這也是回銀首度進軍海外,至於併購國內銀行方面,蘇克里說,若有機會和有協作效應,會考量有關機會。
Amana銀行董事經理法查爾沙禮說,銀行放眼5年內獲5%市佔率,並於兩年後在斯國上市。
他說,目前重點是會投資於資訊工藝、增建分行,會由目前的14間分行,增至5年內的60至65間。
銀行將專注於零售與消費業務、企業貸款與中小企業業務。斯里蘭卡有很多中小企業,因此契機無限。
他說,斯里蘭卡中行在批准阿瑪納銀行執照時,要該行專注於非常規銀行業務,包括發售回教債券協助政府籌資。
Amana銀行繳足資本為3千100萬美元,是首家獲准營運常規與回教銀行業務的銀行。
星洲日報/財經‧2011.04.09

http://biz.sinchew-i.com/node/45893

点评

谢谢分享  发表于 2016-12-19 00:13

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发表于 2011-4-19 01:43 | 显示全部楼层
類似新聞開始多了
希望會被cimb research看上吧
lawhal83 发表于 2011-4-10 23:44

多谢分享
peggygy 发表于 2011-4-11 03:10



    BIMB

April 2011

Bank Islam Malaysia Bhd has, after two years, given up its pursuit of Indonesia's oldest Islamic lender PT Bank Muamalat Indonesia because it was looking too pricey.

It is understood that the three major shareholders of Bank Muamalat, who are from the Middle East and collectively hold just over 70 per cent, hired investment bank Morgan Stanley to advise on the sale and handle bids.

Sources said that apart from pricing issues, Bank Islam also became less keen on Bank Muamalat after a closer study revealed that the latter's business is predominantly in small-to-medium-enterprise banking rather than retail banking.

Bank Islam, which is controlled by BIMB Holdings Bhd, had wanted a bank that was strong in retail banking to tap the vast potential in the world's most populous Muslim nation.

Bank Islam, which is Malaysia's oldest Islamic bank, was reported to have been eyeing Bank Muamalat as far back as August 2009, but exploratory talks with some of the bank's shareholders since then have not led to anything more concrete.

Bank Islam, which is 30.5 per cent-owned by Dubai Group LLC, operates primarily in Malaysia, where competition is set to become more intense as more foreign banks are allowed in under further liberalisation of the financial sector.

For it to grow, it needs to explore mergers and acquisitions. But banks from all over, including Malaysia and the Middle East, have been pursuing lenders in Indonesia, driving up prices.

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发表于 2011-4-22 12:00 | 显示全部楼层
本帖最后由 hdcyng 于 2011-4-23 18:30 编辑

"Khazanah sounds out Bank Islam on Muamalat stake"
21 Apr 2011, 18:01

Khazanah Nasional Bhd plans to sell its 30 per cent stake in Bank Muamalat Malaysia Bhd, a move which could pave the way for a merger between the Islamic lender and its bigger rival Bank Islam Malaysia Bhd, sources said.


Bank Muamalat is 70 per cent-owned by conglomerate DRB-HICOM Bhd. Bank Islam is the country's oldest Islamic lender.

Khazanah, the government's investment arm, is on a mission to gradually divest all its non-core holdings and assets.

Managing director Tan Sri Azman Mokhtar, when met by Business Times last week, said Khazanah sees its stake in Bank Muamalat as a "non-core holding" and that it "could be" sold within this year. He declined to reveal more.

It is learnt, however, that Khazanah had recently sent out feelers to Bank Islam's parent, BIMB Holdings Bhd, on buying its stake. Bank Islam is said to be keen.

"Significant discussions on an M&A (merger and acquisition) exercise, with a view to a merger between both banks, is expected to start very soon," a source familiar with the plan said.

The acquisition will see Bank Islam in the driving seat, the source added.

It makes sense for Khazanah to let go of its stake in Bank Muamalat now.

Business Times reported yesterday, citing sources, that DRB-HICOM had won a bid to buy Khazanah's 32.2 per cent stake in postal firm Pos Malaysia Bhd. It is likely to ink an agreement with Khazanah early next week.

DRB-HICOM, owned by tycoon Tan Sri Syed Mokhtar Al-Bukhary, plans to use Bank Muamalat to leverage on Pos Malaysia's 692 post offices to expand its network and retail reach.

Bank Negara Malaysia had allowed DRB-HICOM to buy the 70 per cent stake in Bank Muamalat in 2008 on condition that it would later sell down its holding to 40 per cent in a year.

In September last year, DRB-HICOM's group managing director Datuk Seri Mohd Kamil Jamil told reporters it had asked the central bank for more time to do this.

He also said the group had, a few months earlier, stopped negotiations with a potential buyer from Bahrain, Albaraka Banking Group, as the parties couldn't agree on terms.

Read more: Khazanah sounds out Bank Islam on Muamalat stake http://www.btimes.com.my/articles/kmua-2/Article/#ixzz1KDmFHOG8




ARTICLE ENTITLED: "Khazanah sounds out Bank Islam on Muamalat stake"
ARTICLE ENTITLED: "Khazanah sounds out Bank Islam on Muamalat stake"
We refer to the letter dated 21 April 2011 from Bursa Malaysia Securities
Berhad in respect of the above-captioned article appearing in The New Straits
Times, Business Times section, Thursday 21 April 2011, in particular to the
sentences reproduced as follows:
Khazanah had recently sent out feelers to Bank Islams parent, BIMB Holdings
Bhd, on buying its stake. Bank Islam is said to be keen.

Significant discussions on an M&A (merger and acquisition) exercise, with a
view to a merger between both banks, is expected to start very soon
BIMB Holdings Berhad (BHB or the Company) wishes to inform that as at today,
the Company has not received any notification from Khazanah Nasional Berhad in
relation to the above.
The Company also wishes to state that, interested parties are required to
obtain Bank Negara Malaysia (BNM)s consent prior to entering into any
negotiations on a proposed acquisition or disposal of interest in shares in a
Licensed Institution regulated by BNM, which includes institutions under the
Islamic Banking Act 1983.
This announcement is dated 21 April 2011.


傳與Muamalat合併 回銀控股:未接通知
21/04/2011
(吉隆坡21日訊)針對國庫控股(Khazanah)有意售出Muamalat銀行30%股權,再促成與回教銀行(Bank Islam)合併的傳言,后者母公司回銀控股(BIMB,5258,主要板金融)澄清,未接獲國庫控股的通知。

 回銀控股晚間如此回應馬證交所質詢。

 該公司還表示,有意展開洽談的單位,必須先獲得國家銀行的批准。

 《商業時報》引述國庫控股丹斯里阿茲曼莫達報導,將逐漸脫售非核心資產,包括Muamalat銀行。

 Muamalat銀行的最大股東是多元資源(DRBHCOM,1619,主要板工業),持股70%。

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发表于 2011-5-14 00:23 | 显示全部楼层
BIMB Holdings may buy Bank Muamalat

Written by Kathy Fong   
Friday, 13 May 2011 13:56

KUALA LUMPUR: BIMB Holdings Bhd has confirmed that both Khazanah Nasional Bhd and DRB-Hicom Bhd have offered to sell Bank Muamalat Malaysia Bhd to it.

DRB-Hicom has 70% equity interest in Bank Muamalat while Khazanah controls the remaining 30% in the Islamic banking outfit.

BIMB Holdings managing director and chief executive officer Johan Abdullah said a BIMB Holdings board meeting on May 25 would deliberate the issue.   

“They want to sell, and have identified us as a potential buyer,” he told reporters after the company’s annual general meeting yesterday.

He added that if BIMB Holdings board agreed to the acquisition, Bank Negara Malaysia’s approval (BNM) would be sought before negotiations with Khazanah and DRB-Hicom could commence.

Should the deal materialise, BIMB Holdings could have two Islamic banks under its belt, as it already controls 51% of Bank Islam Malaysia Bhd.  

This raises the question as to whether the acquisition would pave the way for a merger between Bank Muamalat and Bank Islam.

The other two shareholders of Bank Islam are Dubai Finance Group holding 30.5% and Tabung Haji 18.5%.

Khazanah’s possible sale of the stake in Bank Islam is said to be part of a strategy to divest none-core assets under its portfolio.

DRB-Hicom, meanwhile, needs to pare down its shareholding to 40%, to meet the requirements of BNM.

In terms of earnings performance, Bank Islam posted net profit of RM271.3 million for the 15-months ended Sept 30.

As for Bank Muamalat, it posted net profit of RM98.8 million for the period between Jan 1, 2009 and March 31, 2010, compared with RM31.95 million in the previous corresponding period.   

Other than Bank Islam, BIMB owns a 65.2% stake in Syarikat Takaful Malaysia Bhd, and the entire stake in BIMB Securities (Holdings) Sdn Bhd.

Industry observers reckon the transaction is likely to be done in the form of an issuance of shares, considering BIMB Holdings’ balance sheet strength.

Some quarters said BIMB Holdings’ statement would probably put the speculation that DRB-Hicom was injecting Bank Muamalat into Pos Malaysia Bhd to rest.

Speculation was rife that DRB-Hicom wanted to inject its Islamic banking assets into Pos Malaysia after the former bought a 32.2% stake in the postal group from Khazanah.

To recap, DRB-Hicom won a bid to buy a 32.2% equity stake in Pos Malaysia for RM622.8 million, or RM3.60 per share, from Khazanah last month.


This article appeared in The Edge Financial Daily, May 13, 2011.

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发表于 2011-5-14 23:12 | 显示全部楼层
BIMB gets offer notice for Bank Muamalat

KUALA LUMPUR: Malaysia's BIMB Holdings has received notice from sovereign wealth fund Khazanah Nasional Bhd and conglomerate DRB-Hicom of their intention to sell Bank Muamalat to the company, state news agency Bernama reported on Friday, May 13.

A newspaper report citing unnamed sources had said in April that Khazanah Nasional would start talks to sell its 30 percent stake in Bank Muamalat to Islamic financial group BIMB Holdings.

Financial-to-autos group DRB-Hicom owns the remaining 70 percent in Bank Muamalat.

"They want to sell and have identified us as a potential buyer," BIMB chief executive officer Johan Abdullah was quoted as saying by Bernama.

He said the matter would be discussed at a board meeting on May 25 and if the board was in favour of the acquisition, BIMB would seek the central bank's approval to start negotiations. - Reuters

http://www.theedgemalaysia.com/b ... -bank-muamalat.html

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发表于 2011-5-16 13:16 | 显示全部楼层
BIMB值得投资的银行股 近来很多动作,看来很有心要搞好这间银行,在银行股里已经是最便宜了,以前静悄悄没什么人发觉它,也许日后会有不错的表现

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发表于 2011-5-16 14:29 | 显示全部楼层
上次已經喊買鳥
現在才來開始熱
lawhal83 发表于 2011-5-16 13:19



   
BIMB已经时机成熟了
以前我也是不看好它的。之后它不断开发国外市场和收购其它银行,才慢慢对它改观。如果这次和MUAMALAT银行合并成功的话,前景更加一片光明。
在这时候买进来长期投资的话,是很值得的。

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发表于 2011-5-16 20:34 | 显示全部楼层
获国库多元资源建议‧回银与MUAMALAT探討合併


2011-05-14 11:45
(吉隆坡13日讯)回教银行(BIMB,5258,主板金融组)澄清,该公司接获国库控股(KHAZANAH)及多元资源工业(DRBHCOM,1619,主板工业產品组)脱售MUAMALAT银行股权的通知,主要是针对旗下回教银行(BANK ISLAM MALAYSIA BERHAD)与MUAMALAT银行合併一事。
回教银行发表文告指出,接获国库控股及多元资源工业的售股建议,主要探討旗下回教银行与MUAMALAT银行的併购。
回教银行週四证实,接获两家公司发出的售股通知,令市场臆测回教银行已圈定为MUAMALAT银行股权的潜在买家。
不过,回教银行首席执行员佐汉阿都拉坦言,將在本月25日举行的董事部会议上深入探討上述课题。若董事部成员同意,则將徵求国家银行的同意后,与两家公司展开洽谈。
多元资源工业是MUAMALAT银行的最大股东,持有70%股权,另30%则在国库控股手中。
星洲日报/財经‧2011.05.14

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发表于 2011-5-16 21:10 | 显示全部楼层
本帖最后由 kingsimon 于 2011-5-16 21:12 编辑

回银MUAMALAT合併受看好‧带来协同效应攫商机
大马財经  2011-05-16 19:02

(吉隆坡16日讯)多元资源工业(DRBHCOM, 1619, 主板工业產品组)旗下的MUAMALAT银行(BM)计划与回教银行(BIMB, 5258, 主板金融组)合併,分析员看好可扩充规模和带来协同效益,有助大马推动回教金融的努力,不过,股权结构方面可能复杂化。
多元资源工业和回教银行上週针对回教银行有意收购BM的报导作出澄清,表示双造有意合併,而不是进行股权收购。
回银起4仙

回教银行因为最可能成合併计划的併购方,股价受消息激励,一度扬升7仙至1令吉68仙,但因套利,无法以高位作收,扬升4仙收市,1令吉65仙;多元资源工业的股价比较波动,一度受激励扬升6仙至2令吉42仙,但因套利,一度下跌3仙至2令吉33仙,並以2令吉36仙平盘。
分析员说,这项合併计划是响应政府的呼吁,加强大马回教金融的发展和价值,巩固大马作为国际回教金融中心的地位。
国库同意售非核心业务

目前,多元资源工业和国库控股(KHAZANAH)各持有BM的70%和30%股权;多元资源工业会寻求国家银行批准,將持股降至40%,而国库控股同意脱售非核心业务。
兴业研究说,多元资源工业希望合併可创造大型回教银行的崛起,两家银行的合併资產值为469亿令吉(回教银行310亿令吉,B M为159亿令吉),还是远远不及市场最大回教银行,马来亚银行(MAYBANK, 1155, 主板金融组)旗下的马来亚回教银行的596亿令吉(截至2011年3月止)。
合併资產规模469亿
逊於马回银
不过,两大回银大合併,有助於显著改善规模,並带来协同效益,以攫取回银的更大商机。
回教银行业务近年来成长骄人,截至2010年杪,回教银行业的总资產按年成长15.7%至3千509亿令吉。
不过,兴业暂时维持两家公司的財测不变,因此详情尚未出炉,计划尚有待回教银行董事部的进一步討论,並且在正式商洽前,必须先获得国行点头。
两家回银的合併,也会导致双方相对已经复杂的股权结构更复杂化,並出现大股东股权重垒。回教银行目前料上市的回教银行持有51%股权,而迪拜金融集团和武装部队基金各持30.5%和18.5%股权。
武装部队基金持有上市回教银行的51.5%股权;多元资源工业视银行业为综合业务的一部份,因此会保留合併公司的持股权,虽然国库会退出。
MUAMALAT估值20亿
兴业以1.5倍账面值估值,与国贸资本(EONCAP, 5266, 主板金融组)估值一样,BM的的价值约20亿令吉。
星洲日报/財经‧2011.05.16

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发表于 2011-5-17 18:09 | 显示全部楼层
回銀控股Muamalat談親事 股權重組料複雜
財經16/05/2011 21:07

(吉隆坡16日訊)多元資源(DRBHCOM,1619,主要板工業)計劃與回銀控股(BIMB,5258,主要板金融),探討與Muamalat銀行合併的可能,券商指出,一旦兩者合併,料將涉及相當複雜的股權重組。

 興業證券研究指出,回銀控股股權架構複雜,在旗下未上市的營運臂膀即回教銀行(Bank Islam)持有51%股權。

 迪拜金融集團和朝聖基金局則分別持有回教銀行各30.5%和18.5%股權。

 至于掛牌交易的回銀控股,朝聖基金局為最大股東,持股51.5%。

 該行在報告指出,回教銀行總資產(截至2010年9月為310億令吉)和Muamalat銀行總資產(截至去年底為159億令吉),多元資源冀借此打造“大型回銀”

 不過,這兩家回銀的累積資產值仍比不上馬銀行(MAYBANK,1155,主要板金融)高達596億令吉(截至今年3月底)的回銀資產。

 “儘管如此,兩者合併后將能明顯改善效益和打造協同收益。”

 多元資源和國庫控股分別在Muamalat銀行持有70%和30%股權;根據國家銀行要求,多元資源必須把持股降至40%,國庫控股則承諾脫售非核心資產。

 興業證券研究在報告指出,回銀控股董事局還沒說明合併獻議,且在展開正式洽商前,必須獲得國行的批准。

 該行維持對多元資源的財測,以及“跑贏大市”建議,合理價3.15令吉。

回銀全日走高

回銀控股在利好帶動下,全日走高,反觀多元資源走勢反覆,起伏不定。

 多元資源上週五晚間澄清,冀探付Muamalat銀行與回教銀行合併的可能,但並非脫售在回銀控股的股權。

 儘管這兩造還未展開任何洽商,但市場正面反應已反映在回銀控股的股價走勢上。

 該股今早以1.62令吉開市,起1仙,盤中一度起7仙至1.68令吉,逼近52週新高1.72令吉。

 休市時,回銀控股報1.64令吉,上升3仙,有110萬9700股易手。

 另廂,多元資源全日走勢反覆,開市跌2仙,報2.34令吉,半小時后止跌回升,休市卻平盤報2.36令吉,成交量373萬7400股。

 閉市時,回銀控股報1.65令吉,起4仙,成交量214萬7200股;多元資源則報平盤2.36令吉,成交量612萬1100股。
http://www.chinapress.com.my/node/216921

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发表于 2011-5-18 23:15 | 显示全部楼层
阿都华希:本地银行或併为4家
大马財经  2011-05-18 19:14
(吉隆坡18日讯)无论国家银行的指南原意如何,大马的银行业会继续巩固合併,將本地银行的数目缩小到4至6家。
马来亚银行(MAYBANK, 1155, 主板金融组)首席执行员拿督斯里阿都华希表示:“现在,从现在我们会走向哪里?银行数目会从8家降至越来越少?这很有可能。”
大马的金融机构原本数目高达逾50家,在1998年危机期间,在国行主导大合併下,將数目降低,並在2002年和2003年继续减少至9家,在最近丰隆银行(HLBANK, 5819, 主板金融组)完成併购国贸资本(EONCAP, 5266, 主板金融组)后,本地银行数目降至8家,其中最大的两家是马银行和联昌集团(CIMB, 1023, 主板金融组)。
合併受商业考量主导
阿都华希望隨首相拿督斯里纳吉前往纽约促销大马,他在纽约接受《路透社》专访时说:“在我的想法,很有可能,最终银行的数目只剩下4或6家,但是我们相信,这纯粹是受商业考量所主导。”
国行將在6月公佈第二金融大蓝图,部份银行家和分析员预测,基於金融业快触顶,第二大蓝图可能开放银行业,並且鼓励进一步的併购活动。
阿都华希说:“第二大蓝图应该更有助力,但我不能预知。我的看法是,例如说,即使没有特別的推动力,银行还是必须巩固。”
急於进军泰国
他强调,自然的原因和进展,会驱使银行进行合併,诸如,需要商业规模和需要更庞大的资本。
阿都华希说,马银行寻求扩充回教金融活动,並成为全球领导回银,特別是加强在回教资金市场的运作。
他也透露,马银行急於进军目前尚欠缺商业银行涉足的国家:泰国。
他说:“一旦有机会,时机又成熟的话,泰国会是我们感兴趣的市场。”
星洲日报/財经‧2011.05.18

http://biz.sinchew-i.com/node/47315

如此看来,BIMB 和 Muamalat银行合并的可能性更高了。

点评

谢谢分享  发表于 2016-12-19 00:17

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