BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Have Malaysian Banks Lost Their Shine?

Have Malaysian Banks Lost Their Shine?

Nabil Thoo, Research Analyst, RHB Investment

08-Dec-22 09:15

Have Malaysian Banks Lost Their Shine?

The Banking sector has been one of the outperformers and more resilient sectors on Bursa Malaysia this year as the KL Finance Index is up 6.8% versus broader FBMKLCI decline of 6%. This has been lifted by a series of cumulative OPR hikes resulting in better Net Interest Margins and in turn Return on Equity However, competition in the banking space is also getting more intense especially in CASA. With the pace of rate hikes likely tapering off, will banks lose their shine as investors shift to other higher beta sectors? For insights, we speak to Nabil Thoo, Research Analyst at RHB Investment Bank.


Image credit: Shutterstock

Produced by: Chong Tjen San

Presented by: Wong Shou Ning, Chong Tjen San


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  Corporates

Tags:  malaysian banking sectorfbmklciopr hike2023 outlook





Play / Pause

Listen now : What's The Focus: We wrap up the week’s biggest conversations to keep...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Dilin Wu, Research Strategist, Pepperstone tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Dr. Deborah K. Elms, Head of Trade Policy, Hinrich Foundation talks about the US initiating investigations into a number of economies.

7:45 AM

Morning Brief

Nigel Wong, President of MATTA, weighs in on the impact of Middle East tensions on Malaysia’s tourism sector.

8:00 AM

The Breakfast Grille

Datuk Benson Lau, Managing Director of Varia Berhad discusses plans to turn the firm into a property developer and reach a RM1 billion market cap by early next year.

8:30 AM

Morning Brief

Ryan Bohl, Senior Middle East and North Africa Analyst at RANE, discusses the implications of the recent assaults on both sides in the War on Iran.

8:45 AM

Morning Brief

Datuk William Ng, Chairman of the Small and Medium Enterprises Association (SAMENTA) discusses how SMEs are coping with rising Middle East tensions.

9:00 AM

Opening Bell

(REPEAT) Dilin Wu, Research Strategist, Pepperstone tells us where international markets are heading.

9:15 AM

Opening Bell

Aidan Yao, Senior Investment Strategist, Asia, Amundi talks about investment strategies.

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

Muns and Pareesha, Co-Founders, The Wedding Diaries

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

From The Archives

Carlos Garcia Rodriguez (Project Director), Turner & Townsend

1:00 PM

Breakfast Grille (REPEAT)

Datuk Benson Lau, Managing Director of Varia Berhad discusses plans to turn the firm into a property developer and reach a RM1 billion market cap by early next year.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

3:20 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

4:05 PM

Health & Living

Doctor in the House

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Popcorn Culture

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector