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CIMB Group Holdings Berhad

ASEAN Retail And Digital Advances Will Reshape Banking Opportunities

Key Takeaways Expansion in retail banking, digital platforms, and sustainability initiatives positions CIMB for revenue growth, strong customer engagement, and potential for higher-margin income streams. Focus on cost discipline, efficient liability management, and AI-driven process improvements supports stable margins, improved operating leverage, and resilient profitability across key ASEAN markets.Read more

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AN

AnalystConsensusTarget

RM 8.42

5.6% undervalued

AnalystConsensusTarget Fair Value

Revenue

8.17% p.a.

Profit Margin

34.56%

Future PE

13.36x

Price in 2028

RM 11.24

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Trending Discussion

US

Great narratives with technical information details.

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US

Bank is trailing the Industry due to its regulatory issues. However, as discipline improves we can expect P/E ratio to catch up to RY's P/E ratio over the next two years or earlier.

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OI

OilStates

This article is overall well written. However, to correct a few points and to highlight a few additional points: -The shift towards more stable long-cycle offshore and international projects does not increase volatility or exposure to short-cycle markets, quite the opposite. Offshore projects have a much longer investment cycle, duration, and low volatility given these are multi-decade assets. -The article notes a lack of exposure to renewables. Oil States has applied decades of experience in technologies for traditional oil & gas technologies into the renewables sector including transfer of fixed and floating offshore platform technologies into offshore wind, downhole perforating and well completions technologies into geothermal, along with over 50+ renewables projects completed. We are supportive of a broad energy mix, yet to meet growing global energy demand requires both traditional as well as lower carbon resources. Both elements as well as other industrial product orders continue to contribute to Oil States decade-high backlog, which provides significant future revenue visibility. -One of the main storylines not captured here is cash flow generation. 75% of Company revenues (up from 51% in 2022) now come from offshore and international work, which provides good margins. With the strength of the Offshore Manufactured Products business segment, the high-grading of U.S. domestic land activities to focus on higher margin business lines, free cash flow (a non-GAAP metric) has grown significantly ($70 million in free cash flow on a TTM basis as of Sept. 30, 2025). This is quite high for a Company at this market cap, which results in a higher free cash flow yield vs. peers. -Free cash is being used to repurchase shares, to pay down debt (nearing net-debt zero), and to increase returns to stockholders. More detail can be found in our latest investor presentation here: https://ir.oilstatesintl.com/events-and-presentations/default.aspx

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