Malaysian banking stocks have performed extremely well over
the past
decade. The stock prices were driven up by
strong profit growth, high asset quality and excellent stock liquidity.
Is this about to change? Can loan growth be sustained? Will
interest margins be compressed?
The above issues are discussed in this week’s Edge.
I think most important is the quality of the loan, hearing some big tiger in Malaysia plan to venture in derivative market; if banks try to act like hedge fund (which they don't have the experience n skills) and continue with high NPL; it will re-orchestra the Lehman Brothers saga.....Again, the corrupted gov will bail out by using tax payers hard earned money. DO I MAKE SENSE...MR.TONG?
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