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The Bullish Reality (Q1 2026 Data): Despite these geopolitical headwinds, CIMB's latest Q1 2026 print proved their resilience. Their Gross Impaired Loans (GIL) ratio held firm at a pristine 1.7%. Furthermore, their Net Interest Margins (NIM) actually expanded sequentially in Singapore (+12 bps) and Thailand (+5 bps).
2. CIMB’s ASEAN Exposure (The Vulnerability & Mitigation)
This is where the real risk lies in your money allocation. CIMB is not just a Malaysian bank; it is the fifth-largest bank in ASEAN, with massive footprints in Indonesia and Thailand—both of which are net oil importers.
The Bearish View: Sustained high energy costs in Thailand and Indonesia will squeeze household purchasing power and tighten SME cash flows, which traditionally leads to higher Non-Performing Loans (NPLs)
laosai now....for the ppl who have to pay 2% tax....I don't think they need to sell anything lah....100k dividends pay 2k tax, 1m dividends pay 20k tax. those who earns this dividends....their dividends is more than enough to pay the tax...makes sense?
