CIMB is the cleanest pan-ASEAN bank play with strong franchises in Malaysia, Indonesia, Singapore, and Thailand. Under CEO Novan Amirudin, capital allocation and digital strategy have sharpened. ROE expanding toward 12% target. Asean economic resilience to US/China decoupling tensions a structural tailwind. Dividend yield around 5.5%.
Thesis reviewed May 29, 2026
CIMB Group Holdings Berhad is headquartered in Malaysia, which is currently showing moderate signals.
🇲🇾Malaysia64NEUTRALView Malaysia risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓99% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓99% | ENTRY |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓99% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓99% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓99% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | ↓99% | AVOID |
| SAN | Banco Santander SA | 90 | +16% | ↓99% | ENTRY |
Investors who hold CIMBY may also have indirect exposure through these country funds.
CIMB Q4 ROE hits 11.6%, on track for 12% target
Indonesia Niaga subsidiary loan growth +12% YoY
Dividend payout ratio raised to 55%