2013-02-22 07:42
阿都华希（左起） 、梅加再哈鲁丁以及莫哈末拉菲马力肯， 向媒体解说马银行2012财年财务表现。
（吉隆坡21日讯）整体业务表现稳健增长，马银行（Maybank，1155，主板金融股）截至2012年12月31日止第四季净赚14亿5958万5000令吉，全年净利也再创新高，跃升17.62%至57亿4469万6000令吉。
Showing posts with label maybank. Show all posts
Showing posts with label maybank. Show all posts
Friday, 22 February 2013
整体增长 派息33仙 马银行末季净赚14亿
2013-02-22 07:42
Sunday, 30 December 2012
海外投行紛裁員‧馬銀行聯昌逆勢增聘員工
2012-12-29 13:03
（吉隆坡28日訊）雖然海外投資銀行紛紛裁員，大馬銀行包括馬來亞銀行（MAYBANK,1155,主板金融組）和聯昌集團（CIMB,1023,主板金融組）卻異軍突起，繼續大舉招攬員工的旗子。
Tuesday, 25 December 2012
8公司已足够 马银行无缘发行私人退休基金
没想到MBB全马最大银行也会吃不到这块饼，管理层麻烦检讨下
2012-12-24 21:01
（吉隆坡24日讯）政府认为目前有8家私人退休基金发行公司已足够，无意再额外批准执照。这意味着我国最大银行业者———马银
行集团（Maybank Group）无缘涉入私人退休基金领域。
Thursday, 6 December 2012
菲国要求10%公众持股 马银行料冲击不大
财经新闻
财经
2012-12-06 07:29
（吉隆坡5日讯）马银行（MAYBANK，1155，主板金融股）虽被菲律宾监管单位要求，至少10%公众持股，
但分析员认为冲击不大，因马银行自菲国的盈利贡献相对较小。
Tuesday, 4 December 2012
Philippine gives foreign banks 3 years to meet IPO rule
根据年报MBB有99.97%Maybank Philippines 股权。
卖了10%应该影响不大
MANILA: The Philippines will give foreign banks in the country three years to list at least 10% of their companies on the local bourse, after the central bank clarified when banks must do so from regulations that were not enforced earlier.
卖了10%应该影响不大
MANILA: The Philippines will give foreign banks in the country three years to list at least 10% of their companies on the local bourse, after the central bank clarified when banks must do so from regulations that were not enforced earlier.
Thursday, 29 November 2012
马银行： 经济增长强劲 银行业贷款明年增10%
10-20分钟批准贷款，应该是和RHB EASY一样，走kiosk路线。
无纸，快捷，方便是其中的特征。
银行无纸运作在外国已成趋势，大马应该奋起直追。
Maybank OneSolution相信可以提高贷款成长，减少开分行成本
至于贷款素质如何，就要往后再看。
但我觉得如果不是大数目（几万），就应该撒网争取。
银行谨慎是好，但太谨慎也不是我杯茶。
无纸，快捷，方便是其中的特征。
银行无纸运作在外国已成趋势，大马应该奋起直追。
Maybank OneSolution相信可以提高贷款成长，减少开分行成本
至于贷款素质如何，就要往后再看。
但我觉得如果不是大数目（几万），就应该撒网争取。
银行谨慎是好，但太谨慎也不是我杯茶。
Saturday, 24 November 2012
Maybank: Strong teamwork, commitment key to 5 awards
MALAYAN Banking Bhd (Maybank), which swept five honours at the National
Annual Corporate Report Awards (NACRA) 2012 ceremony recently, attributed its
success to
Thursday, 22 November 2012
反思+ Maybank muscles into Asean cash management market
早上看到这个新闻，MBB如何如何就不说了，
看到这段
一个在最会赚钱行业之一的公司（指银行），投资一个系统
看到这段
Maybank, which spent at least US$20 million building up the RCM system,
is looking at a payback period of about two years.
一个在最会赚钱行业之一的公司（指银行），投资一个系统
Saturday, 10 November 2012
第三季马银行净利扬13%至15亿
对马银行未来的信心保持不变。
还在找寻机会加码，可能大选能为我带来好消息？
---------------------------------------------------------
第三季营收增15%至69亿 马银行净利扬13%至15亿
Maybank 2012 Q3results
BII boosts Maybank Q3 results
By CHOONG EN HAN
(Maybank), continued on its growth trajectory, after reporting a solid RM1.5bil in net profit for its third quarter, and an enviable 18.2% net profit growth for its nine-month period ended September.
Tuesday, 6 November 2012
Thursday, 1 November 2012
Thursday, 18 October 2012
Wednesday, 17 October 2012
Maybank obtains Laos licence
By Adeline Paul Raj
Published: 2012/10/17
FIRST BRANCH IN NOVEMBER: Group to carry out full scope of ops including retail and commercial banking
The move ties in with its plan to have a presence in all 10 Asean countries by 2015.
"We're making all the final arrangements to open a branch in Vientiane this November," president and chief executve officer Datuk Seri Abdul Wahid Omar told reporters here at the official opening of Maybank's Beijing branch.
Laos, with its population of about 6.3 million people and one of the more rapid-growing economies in the region, has increasingly been on the radar of regional banks looking to expand.
CIMB Group has also applied for a banking licence there.
Laos' economy is expected to grow by 7.9 per cent this year and 7.7 per cent in 2013, according to the Asian Development Bank.
The licence allows Maybank to carry out the full scope of banking operations in the country, including retail and commercial banking.
With its entry there, Thailand and Myanmar remain the only two markets in Asean that Maybank does not have commercial banking operations in.
Abdul Wahid said in Thailand, Maybank's default position is to try to open branches there in 2014 when the sector opens up further.
He did not rule out making acquisitions there, adding, however, that Maybank was "not in a hurry" to be in Thailand.
In Myanmar, it is keen to start operations once the country opens up the market further.
Maybank also wants to boost its operations in the Philippines and Indonesia, Abdul Wahid said, adding that some of the RM3.66 billion it recently raised from a private placement exercise would go towards this.
Maybank has 52 branches in the Philippines but has less than one per cent market share there.
"We believe the Philippines is a country that offers high growth and there is opportunity to grow further there organically," he remarked.
Read more: Maybank obtains Laos licence http://www.btimes.com.my/Current_News/BTIMES/articles/mebeng/Article/#ixzz29WNl5GE0
Tuesday, 16 October 2012
放眼2015跨界业务领先 马银行拓大中华拼增长
大佬，知道你很积极，可以先吃掉印尼吗？
{:6_349:}
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[size=5]擬成東盟-中國主要銀行‧馬銀行冀領跑跨境貿易[/size]
大馬
2012-10-16 10:01
（中國‧北京15日訊）馬來亞銀行（MAYBANK,1155,主板金融組）認為本國貨幣直接跨境貿易時代即將到來，
因此將繼續強化大中華地區業務網絡及覆蓋範圍，放眼在2015年崛起成東盟-中國跨境貿易的主要方案供應銀行。
該公司總裁兼首席執行員拿督斯里阿都華希出席北京分行開幕前新聞發佈會時表示，
東盟各國中央銀行皆在推動無須經過第三方貨幣的直接跨境貿易，東盟區將最終將打造出直接貿易平台，
強化各國之間的貿易效率，馬來亞銀行將極力趕上這股趨勢，領先跨境貿易服務市場。
他補充，東盟和中國之間的雙邊貿易額在2011年高達3千630億美元，單是中馬雙邊貿易額就佔900億美元，
兩國貿易市場過去年12年年均復合成長率超過22%，相信貿易額今年能衝破1千億美元，
無論如何，儘管貿易額龐大，本國貨幣貿易比重並不高，具備龐大可發展空間。
在大中華地區設第三家分行
“避開第三方貿易仲介貨幣，如美、日圓等，跨境貿易成本有望下降，也可以避開仲介貨幣的匯率風險，
我們的目標不僅放在中國和大馬，而是整個東盟與中國的龐大貿易往來市場，相信我們在區域的完善業務網絡能助我們達到目標。
＂馬銀行今次在北京設立的，是該公司繼上海和香港後，在大中華地區內設立的第三家分行，
[color=Red]業務主要專注在外幣批發銀行服務，如外幣貸款、擔保、貿易融資、外匯存款和項目融資等，
[/color]阿都華希深信公司能利用這3家分行把握區域融資和企業銀行機會，讓旗下客戶自更廣大業務網絡中受惠。
此外，馬銀行上海分行剛於今年6月獲大馬國家銀行批准，能替企業客戶開設馬幣戶口，
藉此推動馬幣結算跨境貿易，該分行也是首家獲國行批准開設海外馬幣戶口的金融機構。
他說：“我們的當前任務是鞏固內部實力，讓旗下客戶充份把握東盟經濟共同體在2015年落實後帶來的業務成長效益，
同時，除跨境貿易外，[color=Blue]我們也將致力推廣伊斯蘭產品[/color]，儘管中國目前還沒有伊斯蘭產品平台，但我們將逐步探索相關機會，尤其是那些伊斯蘭人口較密集的地區。
＂截至2012上半年，[color=Blue]馬銀行大中華業務稅前盈利報3千700萬美元，是貢獻額第三高的海外業務地點，僅次於新加坡和印尼之後[/color]。
考慮進軍泰商銀
擴張東南亞版圖
對於其他國家拓展計劃，阿都華希表示公司一直希望強化在東盟各國的滲透率，如本月初宣佈透過私下配售籌集26億令吉
，主要是為拓展印尼和菲律賓業務用途，因公司看好印尼業務成長強勁，及菲律賓具備龐大發展空間，希望能適時替這兩個國家注入更多資金。
他還重申，公司確實對泰國市場非常感興趣，卻無意以併購方式進軍該國，
反而將透過旗下馬銀行金英（MAYBANK KIM ENG）業務網絡找尋發展機會，
同時補充公司並不急於進軍泰國，會等至機會出現時才探討相關可能性。
市場早前盛傳馬銀行有意藉收購泰國大城銀行（Ayudhya Bank）進軍泰國，尤其該公司上週突然宣佈私下配售籌集26億令吉，
令併購傳言更增幾分真實性，惟阿都華希事後第一時間澄清無意搶購大城，私下配售目的僅是為營運資本和強化資本地位。
另一方面，馬銀行在本月籌集了36億6千萬令吉資金之後，正考慮進軍泰國商業銀行市場，
包括可能展開併購活動，以進一步擴張東南亞版圖。
阿都華希在東京接受《彭博社》訪問時表示，“我們正在評估多個選項。
我們默認的立場是尋求在2014年於泰國開設分行，但如果有其它難得機會，我們將以開放態度看待。
＂馬銀行正減少依賴國內市場，透過併購行動以和本區域對手競爭。該集團已控制印尼國際銀行（BII），
去年收購了新加坡金英控股，並在越南和巴基斯坦的銀行持有部份股權。
截至6月杪，[color=Blue]馬銀行的28%稅前收入是來自海外業務，據阿都華希去年表示，
該銀行計劃在2015年將海外收入比重提高至40%[/color]，並進駐所有東南亞主要市場。
阿都華希指出，“我們有意全面擴張至東南亞10國，在此情況下，我們增加資本，
將可在一些市場取得更積極成長，如印尼、菲律賓和較後可能為新加坡。＂（星洲日報／財經）
http://biz.sinchew-i.com/node/66194
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[size=5]放眼2015跨界业务领先 马银行拓大中华拼增长[/size]
财经新闻 财经 2012-10-16 09:10
（北京15日讯）随著东协中国贸易剧增，马银行（Maybank，1155，主板金融股）计划通过内部增长，
积极拓展大中华地区业务版图，并放眼2015年成为东协中国领先跨界解决方案银行。
北京设首分行
马银行总裁兼总执行长拿督斯里阿都华希说：“我们希望通过北京新分行，
[color=Blue]为在中国投资与经商的大马与东协客户提供以外汇，特别是以美元为主的批发银行服务[/color]。”
继香港与上海，马银行将于明日（10月16日）在北京开设首间分行，也是公司在中国的第三间分行。
马银行于1962年成立香港分行，1993年成立北京代表办事处。
2000年间，马银行成立了上海分行，更在2003年获得人民币银行执照。
阿都华希在记者会上披露，缴足资本2亿人民币（约1亿令吉）的北京分行为[color=Red]批发银行，[/color]
[color=Blue]服务范围包括外汇贷款与预支、外汇担保、贸易融资、跟单信用证及跟单托收（documentary credit&collection）、外汇存款以及项目融资。[/color]
阿都华希说：“北京分行也将为获准贷款外汇且有利可图的中国国营企业，提供金融援助。”
出席记者会代表包括马银行副总裁兼全球批发银行主管阿都法立，
大中华与东北亚业务的总执行长张贵兴以及北京分行总经理高丽芬。
询及马银行是否有信心通过拓展中国业务到了2015年时将海外业务盈利贡献提高至40%时，
阿都华希说：“马银行积极扩充中国业务的同时，也会强化其他市场，例如菲律宾及柬埔寨等。”
“目前，我们把重心放在中国市场，并将依客户与市场的融资需求，
把业务拓展至中国各城市与省份。我们相信中国业务可保持增长势头，为集团盈利带来显著贡献。”
机会需求定中国分行
询及中国分行目标时，阿都华希说：“取决于机会以及客户需求。”
截至今年首半年，马银行中国业务录得3700万美元（约1亿1396万令吉）税前盈利，占集团总盈利3%。
阿都华希说：“各国央行提倡以国币结算，并不鼓励使用第三国货币，
这有助刺激各国货币结算业务。因此，我们将提升这方面的服务。我们也会极力降低其中的潜在风险。”
目前，马银行中国业务人民币令吉结算交易量不高，但相信有增长的空间。
静待并购良机
尽管市场仍然热传马银行的私下配售是为收购泰国大城银行（Bank of Ayudhya）而设，
但阿都华希重申，私配资金只供拓展印尼与菲律宾业务。
他说：“印尼与菲律宾业务增长迅速，需要资金拓展……我
们希望通过内部增长进一步加强这些市场，包括泰国在内。”
对于并购，阿都华希说：“我们不急于并购，会静待良机。”
扩展泰国选择多
根据彭博社，阿都华希上周在日本东京接受访问时说：“目前，我们在评估（扩展泰国业务）方面有多项选择。”
“我们预设于2014年开设一间分行。
可是如果那里有出现其他令人感兴趣的机会，我们也将采取开放态度来探讨。”
“我们有意切入东协10个国家市场。于是，筹集额外资本的目的，
就是可让我们在犹如印尼、菲律宾或迟些进入的新加坡市场，增长得更积极一些。”
本报特派:魏素雯
http://www.nanyang.com.my/node/484772?tid=462
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[size=5]擬成東盟-中國主要銀行‧馬銀行冀領跑跨境貿易[/size]
大馬
2012-10-16 10:01
（中國‧北京15日訊）馬來亞銀行（MAYBANK,1155,主板金融組）認為本國貨幣直接跨境貿易時代即將到來，
因此將繼續強化大中華地區業務網絡及覆蓋範圍，放眼在2015年崛起成東盟-中國跨境貿易的主要方案供應銀行。
該公司總裁兼首席執行員拿督斯里阿都華希出席北京分行開幕前新聞發佈會時表示，
東盟各國中央銀行皆在推動無須經過第三方貨幣的直接跨境貿易，東盟區將最終將打造出直接貿易平台，
強化各國之間的貿易效率，馬來亞銀行將極力趕上這股趨勢，領先跨境貿易服務市場。
他補充，東盟和中國之間的雙邊貿易額在2011年高達3千630億美元，單是中馬雙邊貿易額就佔900億美元，
兩國貿易市場過去年12年年均復合成長率超過22%，相信貿易額今年能衝破1千億美元，
無論如何，儘管貿易額龐大，本國貨幣貿易比重並不高，具備龐大可發展空間。
在大中華地區設第三家分行
“避開第三方貿易仲介貨幣，如美、日圓等，跨境貿易成本有望下降，也可以避開仲介貨幣的匯率風險，
我們的目標不僅放在中國和大馬，而是整個東盟與中國的龐大貿易往來市場，相信我們在區域的完善業務網絡能助我們達到目標。
＂馬銀行今次在北京設立的，是該公司繼上海和香港後，在大中華地區內設立的第三家分行，
[color=Red]業務主要專注在外幣批發銀行服務，如外幣貸款、擔保、貿易融資、外匯存款和項目融資等，
[/color]阿都華希深信公司能利用這3家分行把握區域融資和企業銀行機會，讓旗下客戶自更廣大業務網絡中受惠。
此外，馬銀行上海分行剛於今年6月獲大馬國家銀行批准，能替企業客戶開設馬幣戶口，
藉此推動馬幣結算跨境貿易，該分行也是首家獲國行批准開設海外馬幣戶口的金融機構。
他說：“我們的當前任務是鞏固內部實力，讓旗下客戶充份把握東盟經濟共同體在2015年落實後帶來的業務成長效益，
同時，除跨境貿易外，[color=Blue]我們也將致力推廣伊斯蘭產品[/color]，儘管中國目前還沒有伊斯蘭產品平台，但我們將逐步探索相關機會，尤其是那些伊斯蘭人口較密集的地區。
＂截至2012上半年，[color=Blue]馬銀行大中華業務稅前盈利報3千700萬美元，是貢獻額第三高的海外業務地點，僅次於新加坡和印尼之後[/color]。
考慮進軍泰商銀
擴張東南亞版圖
對於其他國家拓展計劃，阿都華希表示公司一直希望強化在東盟各國的滲透率，如本月初宣佈透過私下配售籌集26億令吉
，主要是為拓展印尼和菲律賓業務用途，因公司看好印尼業務成長強勁，及菲律賓具備龐大發展空間，希望能適時替這兩個國家注入更多資金。
他還重申，公司確實對泰國市場非常感興趣，卻無意以併購方式進軍該國，
反而將透過旗下馬銀行金英（MAYBANK KIM ENG）業務網絡找尋發展機會，
同時補充公司並不急於進軍泰國，會等至機會出現時才探討相關可能性。
市場早前盛傳馬銀行有意藉收購泰國大城銀行（Ayudhya Bank）進軍泰國，尤其該公司上週突然宣佈私下配售籌集26億令吉，
令併購傳言更增幾分真實性，惟阿都華希事後第一時間澄清無意搶購大城，私下配售目的僅是為營運資本和強化資本地位。
另一方面，馬銀行在本月籌集了36億6千萬令吉資金之後，正考慮進軍泰國商業銀行市場，
包括可能展開併購活動，以進一步擴張東南亞版圖。
阿都華希在東京接受《彭博社》訪問時表示，“我們正在評估多個選項。
我們默認的立場是尋求在2014年於泰國開設分行，但如果有其它難得機會，我們將以開放態度看待。
＂馬銀行正減少依賴國內市場，透過併購行動以和本區域對手競爭。該集團已控制印尼國際銀行（BII），
去年收購了新加坡金英控股，並在越南和巴基斯坦的銀行持有部份股權。
截至6月杪，[color=Blue]馬銀行的28%稅前收入是來自海外業務，據阿都華希去年表示，
該銀行計劃在2015年將海外收入比重提高至40%[/color]，並進駐所有東南亞主要市場。
阿都華希指出，“我們有意全面擴張至東南亞10國，在此情況下，我們增加資本，
將可在一些市場取得更積極成長，如印尼、菲律賓和較後可能為新加坡。＂（星洲日報／財經）
http://biz.sinchew-i.com/node/66194
---------------------------------------------------------
[size=5]放眼2015跨界业务领先 马银行拓大中华拼增长[/size]
财经新闻 财经 2012-10-16 09:10
（北京15日讯）随著东协中国贸易剧增，马银行（Maybank，1155，主板金融股）计划通过内部增长，
积极拓展大中华地区业务版图，并放眼2015年成为东协中国领先跨界解决方案银行。
北京设首分行
马银行总裁兼总执行长拿督斯里阿都华希说：“我们希望通过北京新分行，
[color=Blue]为在中国投资与经商的大马与东协客户提供以外汇，特别是以美元为主的批发银行服务[/color]。”
继香港与上海，马银行将于明日（10月16日）在北京开设首间分行，也是公司在中国的第三间分行。
马银行于1962年成立香港分行，1993年成立北京代表办事处。
2000年间，马银行成立了上海分行，更在2003年获得人民币银行执照。
阿都华希在记者会上披露，缴足资本2亿人民币（约1亿令吉）的北京分行为[color=Red]批发银行，[/color]
[color=Blue]服务范围包括外汇贷款与预支、外汇担保、贸易融资、跟单信用证及跟单托收（documentary credit&collection）、外汇存款以及项目融资。[/color]
阿都华希说：“北京分行也将为获准贷款外汇且有利可图的中国国营企业，提供金融援助。”
出席记者会代表包括马银行副总裁兼全球批发银行主管阿都法立，
大中华与东北亚业务的总执行长张贵兴以及北京分行总经理高丽芬。
询及马银行是否有信心通过拓展中国业务到了2015年时将海外业务盈利贡献提高至40%时，
阿都华希说：“马银行积极扩充中国业务的同时，也会强化其他市场，例如菲律宾及柬埔寨等。”
“目前，我们把重心放在中国市场，并将依客户与市场的融资需求，
把业务拓展至中国各城市与省份。我们相信中国业务可保持增长势头，为集团盈利带来显著贡献。”
机会需求定中国分行
询及中国分行目标时，阿都华希说：“取决于机会以及客户需求。”
截至今年首半年，马银行中国业务录得3700万美元（约1亿1396万令吉）税前盈利，占集团总盈利3%。
阿都华希说：“各国央行提倡以国币结算，并不鼓励使用第三国货币，
这有助刺激各国货币结算业务。因此，我们将提升这方面的服务。我们也会极力降低其中的潜在风险。”
目前，马银行中国业务人民币令吉结算交易量不高，但相信有增长的空间。
静待并购良机
尽管市场仍然热传马银行的私下配售是为收购泰国大城银行（Bank of Ayudhya）而设，
但阿都华希重申，私配资金只供拓展印尼与菲律宾业务。
他说：“印尼与菲律宾业务增长迅速，需要资金拓展……我
们希望通过内部增长进一步加强这些市场，包括泰国在内。”
对于并购，阿都华希说：“我们不急于并购，会静待良机。”
扩展泰国选择多
根据彭博社，阿都华希上周在日本东京接受访问时说：“目前，我们在评估（扩展泰国业务）方面有多项选择。”
“我们预设于2014年开设一间分行。
可是如果那里有出现其他令人感兴趣的机会，我们也将采取开放态度来探讨。”
“我们有意切入东协10个国家市场。于是，筹集额外资本的目的，
就是可让我们在犹如印尼、菲律宾或迟些进入的新加坡市场，增长得更积极一些。”
本报特派:魏素雯
http://www.nanyang.com.my/node/484772?tid=462
MBB news update
Maybank: M&A option to access Thai growth
KUALA LUMPUR: Malayan Banking Bhd, Malaysia’s largest lender,
is considering options to expand in Thailand including takeovers after raising RM3.66 billion (US$1.2 billion)
this month to boost its presence in Southeast Asia.
“There are a number of options we are assessing at the moment,” chief executive officer Abdul Wahid Omar,
48, said last week in an interview in Tokyo. “Our default position is to look at opening a branch there by 2014,
but if there are other interesting opportunities we’ll be open to look at them.”
Malayan Banking, also known as Maybank, is competing with Southeast Asian rivals that are reducing reliance on their home markets through acquisitions in the region’s faster-growing countries. The company, which already controls PT Bank Internasional Indonesia and owns smaller stakes of lenders in Vietnam and Pakistan, bought Singapore brokerage Kim Eng Holdings Ltd last year.
Maybank earned 28 per cent of pretax income from overseas operations in the six months through June 30
and plans to generate 40 per cent of operating profit from abroad by 2015, Wahid said last year, adding that he wants
the bank to enter all of Southeast Asia’s major markets by then.
“It’s hard to grow organically in Thailand,” Lim Sue Lin, an analyst at HwangDBS Vickers Research Sdn,
said by phone in Kuala Lumpur. “It’s better for them to get ready infrastructure and distribution channels via an acquisition.
It helps if the target has a good local franchise.”
Shares of Maybank have risen 4.2 per cent this year and were unchanged at RM8.94 as of 10am in Kuala Lumpur today.
The benchmark FTSE Bursa Malaysia KLCI Index has gained 7.9 per cent this year.
“It is our intention to have a full presence across all the 10 countries in Southeast Asia,” Abdul Wahid said in an interview on Oct 12.
“Within that context, the idea of raising additional capital is meant to
enable us to grow a bit more aggressive in markets like Indonesia, the Philippines and later possibly into Singapore.”
Abdul Wahid, who was attending the Institute of International Finance’s annual meeting in Tokyo,
reiterated that proceeds from its Oct 8 share sale are not meant for making a bid for Bank of Ayudhya Pcl in Thailand.
General Electric Co said last month that it’s reviewing options for its remaining stake in Bangkok-based
Bank of Ayudhya after selling an initial 7.6 per cent. Singapore’s Oversea- Chinese Banking Corp and
Malaysia’s CIMB Group Holdings Bhd are considering bidding for the stake, people familiar with the matter said Oct 5.
Other banks on the takeover path in Southeast Asia include DBS Group Ltd, the region’s biggest lender.
DBS said on April 2 that it offered to buy PT Bank Danamon Indonesia for about US$7.2 billion.
CIMB Group, Malaysia’s second-largest lender, in May agreed to buy a 60 per cent stake in
Bank of Commerce in the Philippines after making acquisitions in Thailand, Indonesia and Singapore over the last seven years. -- Bloomberg
Read more: Maybank: M&A option to access Thai growth http://www.btimes.com.my/Current ... _html#ixzz29KxVYlxe
－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－
Maybank unit aims to be key player in Asia by 2017
By Roziana HamsawiPublished: 2012/10/15Share PDF
ASSET MANAGEMENT: Bringing firms under one roof will enhance group’s regional reach
MALAYAN Banking Bhd's (Maybank) asset management companies are targeting to grow
their assets under management at about 50 per cent a year, reaching RM37 billion by 2015.
The country's largest lender is currently consolidating all its asset management businesses which are managed by
Maybank Asset Management Sdn Bhd (Maybank AM), Maybank Ventures in Malaysia, KE Capital Partners in Singapore,
Kim Eng Asset Management in Thailand and ATR Kim Eng in the Philippines under one roof.
In a press statement released yesterday, Maybank Asset Management said it is pursuing its goal
to become a key player in the asset management industry in Asia by 2017.
The consolidation of the asset management companies, it said would allow greater focus,
capitalise on economies of scale, achieve efficient collective work processes to enhance Maybank's reach across the region.
Maybank Asset Management chief executive officer Nor' Azamin Salleh said
Maybank AM is working closely with Maybank Kim Eng to support their growth plans.
He said the group's aim is to strengthen its foothold in Asean and later, Asia-wide.
"Eventually, investors will have access to our products and offerings through our in-house marketing team,
Maybank branches, private banking centres and possibilities of online mediums," he said.
Commenting on the prospects in Asia, Nor' Azamin said there are significant growth opportunities
as international asset managers are flocking here and global investors are turning to this region for investments.
"Despite the deceleration in economic growth of the region's two giants, China and India,
and other major exporting economies tempering earlier optimism, we are still confident that Asia
as a whole can bolster growth at a moderate pace," Nor' Azamin said.
He noted the positive growth forecast in early 2012 for Asia-ex Japan's Asset Management
industry growing up to US$4 trillion (RM12.32 trillion) by 2015 would augur well to Maybank AM as well.
"The formation of the Asean trading link platform would be an excellent conduit to tap the
region's growth opportunities as it allows investors an easy access to a wider investment
selection across connected markets," Nor' Azamin commented.
He added that the main drivers to be the burgeoning wealth in the region are coming from rising
foreign interest rates and new pools of assets from insurance and retirement funds.
Nor' Azamin said that the Asian region was an obvious choice, given the positive outlook on the
sustainability and potential upside of its economy coupled with a foreseeable high demand for investment products.
"In addition, the company's strategic expansion regionally is in line with that of parent company Maybank.
Being part of Maybank, enables us to tap into the group's extensive distribution network and know-how in Asia," he noted.
Read more: Maybank unit aims to be key player in Asia by 2017 http://www.btimes.com.my/Current ... _html#ixzz29KxhKpfo
－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－
Call for more time to 'tweak' Basel III
Malaysia's top two banks, Malayan Banking Bhd (Maybank) and CIMB Group Holdings Bhd,
say the Basel III package of measures to strengthen the global financial system needs more scrutiny
and are calling for more time to "tweak" the new regulations.
One of the deepest concerns is that the banking sector could lose investor appeal,
Maybank said at the Institute of International Finance annual meeting here.
The Basel III package of measures will see a gradual phase-in of the standards from next year until 2019.
"The consultative papers have been placed with the central banks,"
said Maybank president and chief executive officer Datuk Seri Abdul Wahid Omar.
Overall, while there are some elements like trade finance and small and medium enterprises (SMEs) that can be tweaked,
the banking sector must be prepared for Basel III.
"We saw it as an eventuality and that was why we raised US$1.2 billion (RM3.66 billion) blanket capital to make sure we are prepared," he said in reference to last week's successful completion of a bookbuilding exercise in relation to its private placement.
He called for a level playing field, arguing that the risk weighted assets of European banks are between
20 per cent and 30 per cent, one third that of Asian banks, which measure at between 50 per cent and 60 per cent.
CIMB Group chief executive Datuk Seri Nazir Razak said there are details that need to be looked
into as well as Basel III's implications on the banking landscape.
Basel III, he said, is crafted in the context of problems in the West,
which is heavily reliant on a global ratings framework that is biased against developing countries.
Nazir said further scrutiny shows that the new regulations will be disadvantageous to Asian banks.
"It places excessive liquidity requirements on Asian banks when there is so much of liquidity
in the region and likewise, there is too much emphasis on government bonds when there is enough in Asia."
Smaller banks also stand to suffer as Basel III means heavy compliance costs.
"The West wants to deleverage but Asia has a huge appetite for funds and we need to intermediate that or,
otherwise, it will be counter-productive," said Nazir.
Asian banks will need to boost their cooperation and make sure Basel III does not impact their capacity to give out funds.
Australia and New Zealand Banking Group Ltd CEO Michael Smith suggested providing degrees of flexibility
(to adopt Basel III), according to the various nations.
Most Asian banks can meet all the targets under Basel III, unlike their European counterparts, s
ome of which will find it difficult to impose the capital requirement.
A more pragmatic approach is needed, he said, adding that the economic structure of Asia is different.
"The sheer amount of liquidity moving around the world due to the monetary easing of
central banks in Europe or the United States creates an issue in Asia as investors chase the yields," said Smith.
The shift from Basel 1 to Basel II took 20 years while the shift from Basel II to Basel III took 18 months.
Wahid said Asean, which has set a target to become the Asean Economic Community by 2015,
needs to be served by well-capitalised and well-distributed regional banks.
Apart from Maybank, CIMB and Public Bank of Malaysia, there are the DBS Bank,
OCBC Bank and UOB Bank from Singapore and the Bangkok Bank of Thailand.
He is looking to Indonesian banks next to expand their reach to other Asean countries.
Read more: Call for more time to 'tweak' Basel III http://www.btimes.com.my/Current ... _html#ixzz29Ky6h1Uz
KUALA LUMPUR: Malayan Banking Bhd, Malaysia’s largest lender,
is considering options to expand in Thailand including takeovers after raising RM3.66 billion (US$1.2 billion)
this month to boost its presence in Southeast Asia.
“There are a number of options we are assessing at the moment,” chief executive officer Abdul Wahid Omar,
48, said last week in an interview in Tokyo. “Our default position is to look at opening a branch there by 2014,
but if there are other interesting opportunities we’ll be open to look at them.”
Malayan Banking, also known as Maybank, is competing with Southeast Asian rivals that are reducing reliance on their home markets through acquisitions in the region’s faster-growing countries. The company, which already controls PT Bank Internasional Indonesia and owns smaller stakes of lenders in Vietnam and Pakistan, bought Singapore brokerage Kim Eng Holdings Ltd last year.
Maybank earned 28 per cent of pretax income from overseas operations in the six months through June 30
and plans to generate 40 per cent of operating profit from abroad by 2015, Wahid said last year, adding that he wants
the bank to enter all of Southeast Asia’s major markets by then.
“It’s hard to grow organically in Thailand,” Lim Sue Lin, an analyst at HwangDBS Vickers Research Sdn,
said by phone in Kuala Lumpur. “It’s better for them to get ready infrastructure and distribution channels via an acquisition.
It helps if the target has a good local franchise.”
Shares of Maybank have risen 4.2 per cent this year and were unchanged at RM8.94 as of 10am in Kuala Lumpur today.
The benchmark FTSE Bursa Malaysia KLCI Index has gained 7.9 per cent this year.
“It is our intention to have a full presence across all the 10 countries in Southeast Asia,” Abdul Wahid said in an interview on Oct 12.
“Within that context, the idea of raising additional capital is meant to
enable us to grow a bit more aggressive in markets like Indonesia, the Philippines and later possibly into Singapore.”
Abdul Wahid, who was attending the Institute of International Finance’s annual meeting in Tokyo,
reiterated that proceeds from its Oct 8 share sale are not meant for making a bid for Bank of Ayudhya Pcl in Thailand.
General Electric Co said last month that it’s reviewing options for its remaining stake in Bangkok-based
Bank of Ayudhya after selling an initial 7.6 per cent. Singapore’s Oversea- Chinese Banking Corp and
Malaysia’s CIMB Group Holdings Bhd are considering bidding for the stake, people familiar with the matter said Oct 5.
Other banks on the takeover path in Southeast Asia include DBS Group Ltd, the region’s biggest lender.
DBS said on April 2 that it offered to buy PT Bank Danamon Indonesia for about US$7.2 billion.
CIMB Group, Malaysia’s second-largest lender, in May agreed to buy a 60 per cent stake in
Bank of Commerce in the Philippines after making acquisitions in Thailand, Indonesia and Singapore over the last seven years. -- Bloomberg
Read more: Maybank: M&A option to access Thai growth http://www.btimes.com.my/Current ... _html#ixzz29KxVYlxe
－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－
Maybank unit aims to be key player in Asia by 2017
By Roziana HamsawiPublished: 2012/10/15Share PDF
ASSET MANAGEMENT: Bringing firms under one roof will enhance group’s regional reach
MALAYAN Banking Bhd's (Maybank) asset management companies are targeting to grow
their assets under management at about 50 per cent a year, reaching RM37 billion by 2015.
The country's largest lender is currently consolidating all its asset management businesses which are managed by
Maybank Asset Management Sdn Bhd (Maybank AM), Maybank Ventures in Malaysia, KE Capital Partners in Singapore,
Kim Eng Asset Management in Thailand and ATR Kim Eng in the Philippines under one roof.
In a press statement released yesterday, Maybank Asset Management said it is pursuing its goal
to become a key player in the asset management industry in Asia by 2017.
The consolidation of the asset management companies, it said would allow greater focus,
capitalise on economies of scale, achieve efficient collective work processes to enhance Maybank's reach across the region.
Maybank Asset Management chief executive officer Nor' Azamin Salleh said
Maybank AM is working closely with Maybank Kim Eng to support their growth plans.
He said the group's aim is to strengthen its foothold in Asean and later, Asia-wide.
"Eventually, investors will have access to our products and offerings through our in-house marketing team,
Maybank branches, private banking centres and possibilities of online mediums," he said.
Commenting on the prospects in Asia, Nor' Azamin said there are significant growth opportunities
as international asset managers are flocking here and global investors are turning to this region for investments.
"Despite the deceleration in economic growth of the region's two giants, China and India,
and other major exporting economies tempering earlier optimism, we are still confident that Asia
as a whole can bolster growth at a moderate pace," Nor' Azamin said.
He noted the positive growth forecast in early 2012 for Asia-ex Japan's Asset Management
industry growing up to US$4 trillion (RM12.32 trillion) by 2015 would augur well to Maybank AM as well.
"The formation of the Asean trading link platform would be an excellent conduit to tap the
region's growth opportunities as it allows investors an easy access to a wider investment
selection across connected markets," Nor' Azamin commented.
He added that the main drivers to be the burgeoning wealth in the region are coming from rising
foreign interest rates and new pools of assets from insurance and retirement funds.
Nor' Azamin said that the Asian region was an obvious choice, given the positive outlook on the
sustainability and potential upside of its economy coupled with a foreseeable high demand for investment products.
"In addition, the company's strategic expansion regionally is in line with that of parent company Maybank.
Being part of Maybank, enables us to tap into the group's extensive distribution network and know-how in Asia," he noted.
Read more: Maybank unit aims to be key player in Asia by 2017 http://www.btimes.com.my/Current ... _html#ixzz29KxhKpfo
－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－
Call for more time to 'tweak' Basel III
Malaysia's top two banks, Malayan Banking Bhd (Maybank) and CIMB Group Holdings Bhd,
say the Basel III package of measures to strengthen the global financial system needs more scrutiny
and are calling for more time to "tweak" the new regulations.
One of the deepest concerns is that the banking sector could lose investor appeal,
Maybank said at the Institute of International Finance annual meeting here.
The Basel III package of measures will see a gradual phase-in of the standards from next year until 2019.
"The consultative papers have been placed with the central banks,"
said Maybank president and chief executive officer Datuk Seri Abdul Wahid Omar.
Overall, while there are some elements like trade finance and small and medium enterprises (SMEs) that can be tweaked,
the banking sector must be prepared for Basel III.
"We saw it as an eventuality and that was why we raised US$1.2 billion (RM3.66 billion) blanket capital to make sure we are prepared," he said in reference to last week's successful completion of a bookbuilding exercise in relation to its private placement.
He called for a level playing field, arguing that the risk weighted assets of European banks are between
20 per cent and 30 per cent, one third that of Asian banks, which measure at between 50 per cent and 60 per cent.
CIMB Group chief executive Datuk Seri Nazir Razak said there are details that need to be looked
into as well as Basel III's implications on the banking landscape.
Basel III, he said, is crafted in the context of problems in the West,
which is heavily reliant on a global ratings framework that is biased against developing countries.
Nazir said further scrutiny shows that the new regulations will be disadvantageous to Asian banks.
"It places excessive liquidity requirements on Asian banks when there is so much of liquidity
in the region and likewise, there is too much emphasis on government bonds when there is enough in Asia."
Smaller banks also stand to suffer as Basel III means heavy compliance costs.
"The West wants to deleverage but Asia has a huge appetite for funds and we need to intermediate that or,
otherwise, it will be counter-productive," said Nazir.
Asian banks will need to boost their cooperation and make sure Basel III does not impact their capacity to give out funds.
Australia and New Zealand Banking Group Ltd CEO Michael Smith suggested providing degrees of flexibility
(to adopt Basel III), according to the various nations.
Most Asian banks can meet all the targets under Basel III, unlike their European counterparts, s
ome of which will find it difficult to impose the capital requirement.
A more pragmatic approach is needed, he said, adding that the economic structure of Asia is different.
"The sheer amount of liquidity moving around the world due to the monetary easing of
central banks in Europe or the United States creates an issue in Asia as investors chase the yields," said Smith.
The shift from Basel 1 to Basel II took 20 years while the shift from Basel II to Basel III took 18 months.
Wahid said Asean, which has set a target to become the Asean Economic Community by 2015,
needs to be served by well-capitalised and well-distributed regional banks.
Apart from Maybank, CIMB and Public Bank of Malaysia, there are the DBS Bank,
OCBC Bank and UOB Bank from Singapore and the Bangkok Bank of Thailand.
He is looking to Indonesian banks next to expand their reach to other Asean countries.
Read more: Call for more time to 'tweak' Basel III http://www.btimes.com.my/Current ... _html#ixzz29Ky6h1Uz
Thursday, 11 October 2012
馬銀行配股惹疑竇‧阿都華希：非為搶婚大城
虽然对私下配售不爽，但还是安慰看到华希不会乱乱买。
你好好看着印尼的肥肉，先把他吃够够，不要乱乱来
看来楼上的新闻还比较正确，真的是強化資本用途而不是抢购银行。
其实原来我以前看的报纸已经有提到会发股筹资的点了，
那时我是很开心以为会出right给我们认购，可惜原来是给某些人罢了
http://www.investalks.com/forum/ ... 297&pid=1563854
------------------------------------------------------
馬銀行配股惹疑竇‧阿都華希：非為搶婚大城
大馬
2012-10-11 10:19
（吉隆坡10日訊）馬來亞銀行（MAYBANK，1155，主板金融組）首席執行員拿督斯里阿都華希為近期的私下配售計劃大派定心丸，
強調此舉實為強化資本實力和拓展現有業務，而非為搶購大城銀行鋪路。
強化資本拓展業務
市場早前熱傳，聯昌集團（CIMB，1023，主板金融組）和新加坡華僑銀行（OCBC）可能和馬銀行正面交鋒，
以搶購通用電器（GE）在泰國大城銀行持有的25%股權，而馬銀行突然宣佈價值估計達36億令吉的私下配售計劃更令人“想入非非＂，
以為是充作彈藥和“搶親＂對手一較高下的前奏。
然而，阿都華希在和分析員的電話會議中駁斥了上述說法，直言儘管受邀競標大城銀行股權，
馬銀行並未動心，也未和通用電器簽署任何保密協議和進行洽談。
“近期的私下配售只是公司隨印尼BII成長強勁、新加坡業務潛力蓬勃，對巴塞爾III條例的先發制人舉措，
以確保公司的流動資本將更具彈性，支撐內部成長。＂
目前未有併購計劃
他強調，馬銀行目前未有任何併購計劃，即使仍致力探討進軍泰國市場，
也會先待泰國金融市場在2014年開放之際，藉申請新銀行執照達成目標。
“儘管如此，若未來符合經濟效益的機會浮現，公司仍將考慮。＂
他解釋，馬銀行無意競購大城銀行的這批股權，主要是該銀行的估值相對高，而且，控制權侷限在25%，
更重要的是，大城銀行雖擁有不錯的消費者銀行網絡，卻未必符合馬銀行區域策略品牌計劃。
“馬銀行目前專注的是解決巴塞爾III條例需求，但全購大城銀行卻需耗資至少200億令吉，因此，
除非收購價具吸引力，否則該投資對馬銀行而言，難以｀消化’。＂
阿都華希坦言，該公司在和國家銀行接洽後，決定採取審慎措施，提高資本比以免受條例影響。
馬銀行私下配售3億新股予特定投資者，相等於擴大後繳足資本的3.68%股權。據瞭解，
這批新股主要配售給國民投資公司（PNB）、雇員公積金局（EPF），
本地基金估計佔多達70%，另30%則配售給包括退休基金的海外基金。
改善核心資本比至9.27%
此舉估計改善馬銀行的核心資本比，自7.97%強化到9.27%
，總資本適足比則由15.66%增強到16.96%。
“儘管相對本地較大規模的銀行同儕，馬銀行可能資本過多，
但管理層希望，公司能夠擁有和新加坡同儕一致的資本實力，以拓展區域分行。＂
阿都華希預見印尼和菲律賓的成長展望明亮，並需要資金來支撐這些市場的穩健成長，同時，
若新加坡當局需要該行以全面銀行業務（QFB）在當地立足，公司也可能需注入額外資本到新加坡業務。
馬銀行目前在新加坡擁有22家分行和5個界外提款機據點，未來或各增至35家和8個。
否認應付金英虧損
他也駁斥了市場指馬銀行私下配售，是為了應付新加坡金英投資的減記虧損11億令吉的說法。
基於馬銀行需要加強資本基礎，該公司也有意保持目前的股息再投資計劃，以確保派息率續超越同儕。
馬銀行無意競購大城銀行，聯昌研究直言是負面驚喜，因馬銀行和大城銀行的協力效益可期，該交易能夠為馬銀行增值。
儘管如此，分析員普遍對私下配售計劃持正面看法，估計計劃的盈利稀釋度微不足道，長期業務潛力卻可期。
僑豐研究估計，私下配售的盈利稀釋度僅4.4%，卻令馬銀行能夠保持派息率介於60%至75%。
聯昌雖調高馬銀行私下配售對盈利的稀釋度，自早前的2.7%增至3.7%，惟相信海外業務的長期成長潛力料抵銷該盈利衝擊。
豐隆研究坦言，私下配售雖將拖累馬銀行的股本回酬，卻將加強馬銀行的資本地位，
以拓展國內外業務，令馬銀行前景依舊亮麗。該行削減馬銀行2012至2014財政年每股盈利預測5至6%。
馬銀行依然是大部份分析員的銀行股首選，歸功於週息率具吸引力、成長展望不俗。
http://biz.sinchew-i.com/node/66050
你好好看着印尼的肥肉，先把他吃够够，不要乱乱来
看来楼上的新闻还比较正确，真的是強化資本用途而不是抢购银行。
其实原来我以前看的报纸已经有提到会发股筹资的点了，
那时我是很开心以为会出right给我们认购，可惜原来是给某些人罢了
http://www.investalks.com/forum/ ... 297&pid=1563854
554楼讲的：
MBB半年季报出了。
这次又有DRP。
报导最后红字部分，明年也会有DRP， 可能还会发股筹资，看来扩充需要很多资金。
------------------------------------------------------
馬銀行配股惹疑竇‧阿都華希：非為搶婚大城
大馬
2012-10-11 10:19
（吉隆坡10日訊）馬來亞銀行（MAYBANK，1155，主板金融組）首席執行員拿督斯里阿都華希為近期的私下配售計劃大派定心丸，
強調此舉實為強化資本實力和拓展現有業務，而非為搶購大城銀行鋪路。
強化資本拓展業務
市場早前熱傳，聯昌集團（CIMB，1023，主板金融組）和新加坡華僑銀行（OCBC）可能和馬銀行正面交鋒，
以搶購通用電器（GE）在泰國大城銀行持有的25%股權，而馬銀行突然宣佈價值估計達36億令吉的私下配售計劃更令人“想入非非＂，
以為是充作彈藥和“搶親＂對手一較高下的前奏。
然而，阿都華希在和分析員的電話會議中駁斥了上述說法，直言儘管受邀競標大城銀行股權，
馬銀行並未動心，也未和通用電器簽署任何保密協議和進行洽談。
“近期的私下配售只是公司隨印尼BII成長強勁、新加坡業務潛力蓬勃，對巴塞爾III條例的先發制人舉措，
以確保公司的流動資本將更具彈性，支撐內部成長。＂
目前未有併購計劃
他強調，馬銀行目前未有任何併購計劃，即使仍致力探討進軍泰國市場，
也會先待泰國金融市場在2014年開放之際，藉申請新銀行執照達成目標。
“儘管如此，若未來符合經濟效益的機會浮現，公司仍將考慮。＂
他解釋，馬銀行無意競購大城銀行的這批股權，主要是該銀行的估值相對高，而且，控制權侷限在25%，
更重要的是，大城銀行雖擁有不錯的消費者銀行網絡，卻未必符合馬銀行區域策略品牌計劃。
“馬銀行目前專注的是解決巴塞爾III條例需求，但全購大城銀行卻需耗資至少200億令吉，因此，
除非收購價具吸引力，否則該投資對馬銀行而言，難以｀消化’。＂
阿都華希坦言，該公司在和國家銀行接洽後，決定採取審慎措施，提高資本比以免受條例影響。
馬銀行私下配售3億新股予特定投資者，相等於擴大後繳足資本的3.68%股權。據瞭解，
這批新股主要配售給國民投資公司（PNB）、雇員公積金局（EPF），
本地基金估計佔多達70%，另30%則配售給包括退休基金的海外基金。
改善核心資本比至9.27%
此舉估計改善馬銀行的核心資本比，自7.97%強化到9.27%
，總資本適足比則由15.66%增強到16.96%。
“儘管相對本地較大規模的銀行同儕，馬銀行可能資本過多，
但管理層希望，公司能夠擁有和新加坡同儕一致的資本實力，以拓展區域分行。＂
阿都華希預見印尼和菲律賓的成長展望明亮，並需要資金來支撐這些市場的穩健成長，同時，
若新加坡當局需要該行以全面銀行業務（QFB）在當地立足，公司也可能需注入額外資本到新加坡業務。
馬銀行目前在新加坡擁有22家分行和5個界外提款機據點，未來或各增至35家和8個。
否認應付金英虧損
他也駁斥了市場指馬銀行私下配售，是為了應付新加坡金英投資的減記虧損11億令吉的說法。
基於馬銀行需要加強資本基礎，該公司也有意保持目前的股息再投資計劃，以確保派息率續超越同儕。
馬銀行無意競購大城銀行，聯昌研究直言是負面驚喜，因馬銀行和大城銀行的協力效益可期，該交易能夠為馬銀行增值。
儘管如此，分析員普遍對私下配售計劃持正面看法，估計計劃的盈利稀釋度微不足道，長期業務潛力卻可期。
僑豐研究估計，私下配售的盈利稀釋度僅4.4%，卻令馬銀行能夠保持派息率介於60%至75%。
聯昌雖調高馬銀行私下配售對盈利的稀釋度，自早前的2.7%增至3.7%，惟相信海外業務的長期成長潛力料抵銷該盈利衝擊。
豐隆研究坦言，私下配售雖將拖累馬銀行的股本回酬，卻將加強馬銀行的資本地位，
以拓展國內外業務，令馬銀行前景依舊亮麗。該行削減馬銀行2012至2014財政年每股盈利預測5至6%。
馬銀行依然是大部份分析員的銀行股首選，歸功於週息率具吸引力、成長展望不俗。
http://biz.sinchew-i.com/node/66050
Tuesday, 9 October 2012
类似的新闻，不一样的见解
1。相信這是馬銀行前瞻性的行動，以防股息重新投資計劃放緩所產生的影響，
尤其是它可能在2013年中完全使用其108條文下的便利。
2。馬銀行新股行動，預料將是該公司降低未來股息派發率的前奏動作，
使它在2013年耗盡其108條文稅務便利之後，將恢复其派息率40%至60%的正常水平。
預料2013年財政年派息率為58%，2012年則為75%
---------------------------------------------------------------------------------------
售新股籌資用途受關注‧馬銀行或加速海外收購
大馬
2012-10-09 10:11
（吉隆坡8日訊）馬來亞銀行（MAYBANK,1155,主板金融組）上週五出乎預料宣佈私下配售新股，
雖然新資金主要作為營運資金，市場仍關注該集團將動用這筆資金充作彈藥，加速海外收購步伐。
馬銀行這項籌資行動並未說明是供收購泰國大城銀行（Ayudhya Bank）25%股權用途。
不過，分析員還是不排除該集團仍然要進軍泰國市場的意願，特別是在2014年之前沒有進行併購的話，它將會向泰國當局直接申請銀行執照。
購泰大城銀行25%股權需50億
分析員認為，若是收購泰國大城銀行的25%股權，以目前市價為准，預料將需要耗資50億令吉。
丰隆研究表示，馬銀行聲稱新資金將作為營運資金，不過，尚不能排除該集團有意向通用電器（GE）
收購泰國大城銀行的25.3%股權，後者總值17億美元（約52億令吉）。
該行認為，大城銀行是進軍泰國市場擴大業務的良好選擇，
主要是它偏高的非利息賺幅及消費貸款利基強項及售價適中。
大馬研究指出，據該行瞭解，馬銀行上週五突然宣佈私下配售3億新股籌集資金，
並不是要充當收購泰國大城銀行股權用途，部份資金是供巴西爾3資本以及營運資金。
未來派息或減少
大馬研究指出，相信這是馬銀行前瞻性的行動，以防股息重新投資計劃放緩所產生的影響，
尤其是它可能在2013年中完全使用其108條文下的便利。
該行認為，馬銀行新股行動，預料將是該公司降低未來股息派發率的前奏動作，
使它在2013年耗盡其108條文稅務便利之後，將恢复其派息率40%至60%的正常水平。
預料2013年財政年派息率為58%，2012年則為75%。
馬銀行今日股價下跌5仙至8令吉94仙。
大馬史上最大配售案‧發4.12億新股籌36.6億
馬銀行原本建議私下配售3億股新股，惟機構投資者反應熱烈，最終共配售4億1千200萬股新股，
相等於4.98%股權，這也是大馬企業史上歷來最大規模的私下配售計劃。
售價8.88令吉
每股配售價訂在8令吉88仙，比上週五閉市價8令吉99仙折價1.2%，馬銀行從中籌集了36億6萬令吉。
分析員認為配售新股行動將略為沖淡每股盈利及股本回酬率，
不過，在強勁貸款成長及投資銀行區域擴張挹注支撐，馬銀行仍然是首選銀行股。
聯昌研究指出，馬銀行推行私下配售新股計劃，主要為配合巴塞爾3資本需求，預先加強資本比例的準備，
預估將使其第一級資本比例將增加90個基點至12.5%，及風險加權資本適足率增加至16.6%。
由於馬銀行偏高周息率及良好成長展望，特別獲得快速貸款成長，及投資銀行在區域擴充計劃，反觀私下配售新股影響輕微，
因強勁貸款成長足以抵消影響，所以，馬銀行還是該行首選銀行股。
丰隆研究表示，馬銀行配售4億1千200萬新股籌集36億令吉，預料每股盈利將沖稀3.5%至4.2%，
惟由於每股更高的賬面值（增加4%），反而使其目標價增長1.2%至10令吉24仙。
所以該計劃影響中和，即推高資本比例及賬面值，但略為沖稀每股盈利
MBB 私下配售一些要点
1。顾名思义，他们私下玩，我们眼巴巴看就好。
2。发售412,000,000 新股，即扩大资本后的4.98% ；既是以后每赚RM1， 都会被稀化4.98%。
3。发售价为RM8.88，比我们最近DRP的RM8.40较高。
4。对资产表的影响
NA : 从RM4.38提升到RM4.61
借贷 : 没变
Gearing : 0.82 降低到 0.74,因为shareholder fund变多了。
EPS :会下降因为股票数量多了
5。不止我们小股东，连大股东的持股比例都被稀化。到底买进新股的是谁？还没公布。
MALAYAN BANKING BERHAD (“MAYBANK” OR “COMPANY”)
PRIVATE PLACEMENT OF NEW ORDINARY SHARES OF RM1.00 EACH IN MAYBANK (“MAYBANK SHARES”) (“PRIVATE PLACEMENT”)
We refer to the Company’s announcement dated 5 October 2012 in relation to the Private Placement.
On behalf of the Board of Directors of Maybank, Maybank Investment Bank Berhad is pleased to announce that the book-building process in relation to the Private Placement has been completed, attracting demand from both domestic and foreign institutional investors. The total number of new Maybank Shares to be issued under the Private Placement pursuant to the book-building process is 412,000,000 new Maybank Shares (“Placement Shares”), representing approximately 4.98% of the enlarged issued and paid-up share capital of Maybank as at 30 September 2012.The issue price was fixed at RM8.88 per Placement Share, representing a discount of approximately 2.1% to the weighted average market price of Maybank Shares for the 5 market days up to and including 5 October 2012 of RM9.0714, and a discount of approximately 1.2% to the closing price on 5 October 2012 of RM8.99. Accordingly, the gross proceeds from the Private Placement are approximately RM3.66 billion.
The effects of the Private Placement on Maybank’s issued and paid-up share capital, consolidated net assets (“NA”) per Maybank Share, earnings per Maybank Share (“EPS”), gearing and substantial shareholders’ shareholdings are set out in the Appendix of this announcement.
This announcement is dated 8 October 2012.
EFFECTS OF THE PRIVATE PLACEMENT
(Note: The effects of the Private Placement shown below have not taken into account the ongoing dividend reinvestment plan first announced on 16 August 2012)
(i) Share capital
NA per Maybank Share and gearing
Notes: (1) Based on 412,000,000 new Maybank Shares to be issued at an issue price of RM8.88 per Placement Share. (2) Comprises borrowings, subordinated obligations and capital securities.
Substantial shareholders’ shareholdings
2。发售412,000,000 新股，即扩大资本后的4.98% ；既是以后每赚RM1， 都会被稀化4.98%。
3。发售价为RM8.88，比我们最近DRP的RM8.40较高。
4。对资产表的影响
NA : 从RM4.38提升到RM4.61
借贷 : 没变
Gearing : 0.82 降低到 0.74,因为shareholder fund变多了。
EPS :会下降因为股票数量多了
5。不止我们小股东，连大股东的持股比例都被稀化。到底买进新股的是谁？还没公布。
MALAYAN BANKING BERHAD (“MAYBANK” OR “COMPANY”)
PRIVATE PLACEMENT OF NEW ORDINARY SHARES OF RM1.00 EACH IN MAYBANK (“MAYBANK SHARES”) (“PRIVATE PLACEMENT”)
We refer to the Company’s announcement dated 5 October 2012 in relation to the Private Placement.
On behalf of the Board of Directors of Maybank, Maybank Investment Bank Berhad is pleased to announce that the book-building process in relation to the Private Placement has been completed, attracting demand from both domestic and foreign institutional investors. The total number of new Maybank Shares to be issued under the Private Placement pursuant to the book-building process is 412,000,000 new Maybank Shares (“Placement Shares”), representing approximately 4.98% of the enlarged issued and paid-up share capital of Maybank as at 30 September 2012.The issue price was fixed at RM8.88 per Placement Share, representing a discount of approximately 2.1% to the weighted average market price of Maybank Shares for the 5 market days up to and including 5 October 2012 of RM9.0714, and a discount of approximately 1.2% to the closing price on 5 October 2012 of RM8.99. Accordingly, the gross proceeds from the Private Placement are approximately RM3.66 billion.
The effects of the Private Placement on Maybank’s issued and paid-up share capital, consolidated net assets (“NA”) per Maybank Share, earnings per Maybank Share (“EPS”), gearing and substantial shareholders’ shareholdings are set out in the Appendix of this announcement.
This announcement is dated 8 October 2012.
EFFECTS OF THE PRIVATE PLACEMENT
(Note: The effects of the Private Placement shown below have not taken into account the ongoing dividend reinvestment plan first announced on 16 August 2012)
(i) Share capital
The proforma effect of the Private Placement on the issued and paid-up share capital of Maybank is as follows:- No. of Maybank Shares | |
As at 30 September 2012 (" LPD") | 7,854,455,302 |
To be issued pursuant to the Private Placement | 412,000,000 |
Enlarged issued and paid-up share capital | 8,266,455,302 |
NA per Maybank Share and gearing
The proforma effect of the Private Placement on the NA per Maybank Share and gearing of the Maybank group of companies (" Maybank Group") based on the audited consolidated statement of financial position of Maybank as at 31 December 2011 on the assumption that the Private Placement had been effected on that date is as follows:- |
| As at 31 December 2011 | After the Private Placement | ||
(RM’000) | (RM’000) | ||
Share capital | 7,639,437 | 8,051,437 | |
Share premium | 9,598,847 | (1) 12,845,407 | |
Other reserves | 16,207,143 | 16,207,143 | |
Shareholders’ fund / NA | 33,445,427 | 37,103,987 | |
No. of Maybank Shares in issue („000) | 7,639,437 | 8,051,437 | |
NA per Maybank Share (RM) | 4.38 | 4.61 | |
Total borrowings (RM‟000) (2) | 27,459,544 | 27,459,544 | |
Gearing (times) | 0.82 | 0.74 | |
Notes: (1) Based on 412,000,000 new Maybank Shares to be issued at an issue price of RM8.88 per Placement Share. (2) Comprises borrowings, subordinated obligations and capital securities.
Substantial shareholders’ shareholdings
The proforma effect of the Private Placement on the shareholdings of the substantial shareholders of Maybank is as follows:- As at the LPD | After the Private Placement | ||||
Name | No. of Maybank Shares | (%) | No. of Maybank Shares | (%) | |
AmanahRaya Trustees Berhad (Skim Amanah Saham Bumiputera) | 3,400,025,062 | 43.29 | 3,400,025,062 | 41.13 | |
Employees Provident Fund Board | 921,638,765 | 11.73 | 921,638,765 | 11.15 | |
Permodalan Nasional Berhad | 393,869,872 | 5.01 | 393,869,872 | 4.76 | |
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