Chow Hanwai's comment on HLFG. All Comments

Chow Hanwai
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HLB 一直起,HLG没有跟上,有没有云顶的影子。。。
Richard Tan
通常母公司比较少基金买。KLK 的母公司Bkawan也没什么交易量
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Sian Jin Low
不上不下

不低估但还有价值

最近只是增加了些股息,我是hold看看有没有点赚头

Hong Leong还是很优秀的
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KC Ng
为何不低估呢?想请教一下
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Sian Jin Low
抱歉,可能我表达有误

我看法它还是属于低估型股,会有这词汇可能因为受不高的股息政策所影响所有估值不高
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KC Ng
是的,比起别的银行股,股息不够高。不过当我看了这文章后,有所启发:
https://coldstockinvesting.blogspot.com/2025/08/is-hlbankhlfg-really-that-giam-siap.html

那些银行用internal approach 来算asset risk的 (如我们的高息银行股),可能以后股息就会被影响了。
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Sian Jin Low
至少它有在成长着,这次hlfg的是第一次发出高达52sen的股息
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Sian Jin Low
在发布股息前我就买进了


就是看到其他银行估值比较高了,而hlfg看起来比较慢股息比较少,但这也可能是个机会


我相信投资机会就是这样来滴
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KC Ng
Be careful on those banks that use "internal approach" that contains a lot of tweaking parameters to reduce the risks so that they are able to "please" shareholders with good dividends. Under Basel 4 implementation, those banks could suffer liao coz a more stringent approach will be used to calculate asset risk, thereby reducing their ability to pay dividends.. Rgd which banks that use internal approach, do homework lo
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Tteffub Nerraw
Maybank, cimb, Ambank..Rhb...?
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