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CheeryVGoh,
Apologies, was away on holidays.
General positivities in the Markets carries all counters higher. The Institution Fund flows shows that the Funds have been favoring UOB more than the other banks recently. However, if we look at the fundamental, our banks althought still strong, will be affected by any worsening US China Trade war and NIM.
IMO, DYODD.
Apologies, was away on holidays.
General positivities in the Markets carries all counters higher. The Institution Fund flows shows that the Funds have been favoring UOB more than the other banks recently. However, if we look at the fundamental, our banks althought still strong, will be affected by any worsening US China Trade war and NIM.
IMO, DYODD.
CheeryVGoh ( Date: 18-Jun-2019 11:38) Posted:
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Any news regarding UOB. Why up so much today?
Luzern ( Date: 17-Jun-2019 10:27) Posted:
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| Week of 10 June 2019 | |||||
| Institutional investors net buy (+S$183.3m) vs. (+S$303.8m) a week ago | |||||
| Retail investors net sell (-S$92.1m) vs. (+S$4.1m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 10 June | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 10 June |
| City Developments | C09 | 29.0 | United Engineers | U04 | (21.1) |
| Singtel | Z74 | 25.1 | Sembcorp Industries | U96 | (21.0) |
| Yangzijiang Shipbuilding | BS6 | 25.0 | Genting Singapore | G13 | (12.3) |
| UOB | U11 | 23.1 | SIA | C6L | (11.7) |
| CapitaLand | C31 | 21.9 | Hongkong Land | H78 | (9.8) |
| Keppel Corporation | BN4 | 20.2 | OCBC | O39 | (8.4) |
| Venture Corporation | V03 | 19.2 | DBS | D05 | (5.5) |
| CapitaLand Commercial Trust | C61U | 11.4 | Jardine Matheson | J36 | (4.9) |
| Wilmar International | F34 | 10.2 | Mapletree Commercial Trust | N2IU | (3.6) |
| Mapletree Logistics Trust | M44U | 8.0 | CapitaLand Retail China Trust | AU8U | (2.7) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 10 June | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 10 June |
| DBS | D05 | 24.1 | City Developments | C09 | (35.3) |
| United Engineers | U04 | 20.9 | Singtel | Z74 | (32.2) |
| OCBC | O39 | 16.0 | CapitaLand | C31 | (13.0) |
| Sembcorp Industries | U96 | 12.5 | Keppel Corporation | BN4 | (12.0) |
| SIA | C6L | 9.0 | ST Engineering | S63 | (10.8) |
| Hongkong Land | H78 | 6.0 | Venture Corporation | V03 | (10.3) |
| Genting Singapore | G13 | 4.9 | Jardine Cycle & Carriage | C07 | (8.5) |
| Yangzijiang Shipbuilding | BS6 | 4.0 | UOB | U11 | (7.5) |
| StarHub | CC3 | 2.9 | Ascott Residence Trust | A68U | (7.0) |
| Mapletree Commercial Trust | N2IU | 2.4 | SGX | S68 | (5.5) |
Fundamentally though, to me, having a proper extradition framework is a critical ingredient that spells out clarity n certainty. It is so unfortunate that this has been almost completely lost in the skewed focus on the mistrust of what the PRC might exploit the proposed legislation for.
Starship ( Date: 15-Jun-2019 17:07) Posted:
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Hong Kong suspends controversial extradition bill after mass protests
Updated 0831 GMT (1631 HKT) June 15, 2019
Hong Kong (CNN)Hong Kong will suspend a controversial China extradition bill, its leader said Saturday, in an apparent bid to quell further unrest and mass demonstrations throughout the semi-autonomous Chinese city.Speaking after consultations with lawmakers, Chief Executive Carrie Lam said passage of the bill would be suspended and a second reading due to take place this month canceled. There is no timeline for discussions around the bill to resume, Lam said, and she indicated it likely will not pass this year.
" We have made many attempts to narrow differences and eliminate doubts," Lam said. " In the last week, tens of thousands of people took part in protests and gatherings. " In the last week, tens of thousands of people took part in protests and gatherings. Serious conflicts broke out ... resulting in a number of police officers, media workers and other members of the public being injured. I am saddened by this."
She added that in suspending the bill she hoped the government could " restore calmness" to society. Failure to do so would " deal another blow to the society," Lam said.
Addressing the media, Saturday, Lam blamed herself for failure to communicate effectively to the public. She said the original driving force of the bill was a murder case in Taiwan, in which the alleged perpetrator, a Hong Kong man, fled to the city. That case, Lam said, highlighted " loopholes" in the current law with regards to Greater China.
" As a responsible government we needed to find a solution to deal with this murder case (and) give justice to the family," Lam said.
While she said the " original purpose of the bill is correct in my mind," Lam added that " our communication has not been adequate."
" I feel deep sorrow and regret that the deficiencies in my work and other factors has stirred up deep dissatisfaction and controversies in society," Lam said, adding that she and her team would " adopt the most sincere and humble attitude" in future.
https://edition.cnn.com/2019/06/15/asia/hong-kong-extradition-bill-pause-intl-hnk/index.html
All eyes on a potentially explosive Hong Kong Sunday. If that happens, HSI will potentially be very volatile..... crash, followed by possible Govt intervention, then maybe crash.again as mainland might intervent and ask HK govt to hands off the support of the HSI, to teach HK a lesson and to remind them who is Boss.
Luzern ( Date: 12-Jun-2019 13:22) Posted:
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Repost....with some grammar and/or spelling corrections, no change to the meaning of the post.........
..................................................
Dun need to talk down, the banks exposure to China and Greater China will bring them down. The feel good sentiment in wall street have no meaningful impact on the profitability of the Banks nor their revenue. It is just a case of " Rising water carry all boats higher" . Rate cuts will hurt banks NIM, US China escalating Trade war will hurt our banks who have significant exposure to China and greater China. Now we have the Hong Kong protest, if not manage well, this will also hurt businesses in Hong Kong and our Banks. And who have exposure in Hong Kong? IMO, this protest comes at a very sensitive time for China, near the 30th Anniversary of 6 4 Tiananmen incident and there are similarity......figthing for democracy. China and US is having a trade war now, China will have lesser patient for any show of any internal dis-unity during this time.
IMO, DYODD.
..................................................
Dun need to talk down, the banks exposure to China and Greater China will bring them down. The feel good sentiment in wall street have no meaningful impact on the profitability of the Banks nor their revenue. It is just a case of " Rising water carry all boats higher" . Rate cuts will hurt banks NIM, US China escalating Trade war will hurt our banks who have significant exposure to China and greater China. Now we have the Hong Kong protest, if not manage well, this will also hurt businesses in Hong Kong and our Banks. And who have exposure in Hong Kong? IMO, this protest comes at a very sensitive time for China, near the 30th Anniversary of 6 4 Tiananmen incident and there are similarity......figthing for democracy. China and US is having a trade war now, China will have lesser patient for any show of any internal dis-unity during this time.
IMO, DYODD.
Another repost......
.....................................................................
Because I am expecting a unfavourable G20 meeting between Trump and Xi, based on current situation and available information. This might change as we get closer to the meeting, hence a tweet to the trading plans.
On why I expect the talk in G20 to fail, ........
I do not expect Xi to back down on issues in the US China Trade talk that it considered off limit. These are the very reasons China " backtracked" in the previous trade talks and caused the May Market correction. As for Trump, previously, given Trump' s track record, there was a good chance he might back off on some of the thornier issues in the Trade Talk to get a deal. However, recently, he has demonstrated a new level of boldness/rashness in his actions. I suspect this has something to do with his limited time in office til the next Election, hence, the urgency to move things along faster. This might also be a case of using China as a show piece to caution and pressure the other trading countries that has been sponging off on US' s generousity. Or it could be that Trump has come to a conclusion that he does not need a trade deal with China to get the outcome he is looking for. He can even out the trade imbalances by upping tariffs, he can slow down China' s 5G dominate, Technological rise and IP theft by going after Pivotal Chinese Tech Companies and blacklisting them, hence, making any co-operation between them and US Companies illegal and puting pressure on foreign companies to stop working with these blacklisted Chinese Companies. And tariffs also help the US government make some goos money, to the tune of ~US$130B on 25% on US$525B of Chinee imports.
IMO, DYODD.
On why Xi is unlikely to back down. Xi has been successfully consolidating his power hold in China so he can afford to take bold steps, take more economic and political pain (with the right cause) without losing too much support and control.
The Chinese government has been preparing the population on the possibility of a long drawn out trade war with the mentioning of The Long March. Some even mentioned and draw similarity of the current situation to the Opium wars, which is a national insult to China. This harden the Chinese resolve not to bent to the will of foreign powers again. Imagine what will happen if Xi backdown on the trade talk with US? This will not go down well with the Chinese people and the other political leaders. In fact, it will give the ambitious a reason to dispose Xi. So Xi, really do not have a choice here.
IMO, DYODD
.....................................................................
Because I am expecting a unfavourable G20 meeting between Trump and Xi, based on current situation and available information. This might change as we get closer to the meeting, hence a tweet to the trading plans.
On why I expect the talk in G20 to fail, ........
I do not expect Xi to back down on issues in the US China Trade talk that it considered off limit. These are the very reasons China " backtracked" in the previous trade talks and caused the May Market correction. As for Trump, previously, given Trump' s track record, there was a good chance he might back off on some of the thornier issues in the Trade Talk to get a deal. However, recently, he has demonstrated a new level of boldness/rashness in his actions. I suspect this has something to do with his limited time in office til the next Election, hence, the urgency to move things along faster. This might also be a case of using China as a show piece to caution and pressure the other trading countries that has been sponging off on US' s generousity. Or it could be that Trump has come to a conclusion that he does not need a trade deal with China to get the outcome he is looking for. He can even out the trade imbalances by upping tariffs, he can slow down China' s 5G dominate, Technological rise and IP theft by going after Pivotal Chinese Tech Companies and blacklisting them, hence, making any co-operation between them and US Companies illegal and puting pressure on foreign companies to stop working with these blacklisted Chinese Companies. And tariffs also help the US government make some goos money, to the tune of ~US$130B on 25% on US$525B of Chinee imports.
IMO, DYODD.
On why Xi is unlikely to back down. Xi has been successfully consolidating his power hold in China so he can afford to take bold steps, take more economic and political pain (with the right cause) without losing too much support and control.
The Chinese government has been preparing the population on the possibility of a long drawn out trade war with the mentioning of The Long March. Some even mentioned and draw similarity of the current situation to the Opium wars, which is a national insult to China. This harden the Chinese resolve not to bent to the will of foreign powers again. Imagine what will happen if Xi backdown on the trade talk with US? This will not go down well with the Chinese people and the other political leaders. In fact, it will give the ambitious a reason to dispose Xi. So Xi, really do not have a choice here.
IMO, DYODD
Repost for my easy reference........ .....
.......................................................................................
I hope the Hong Kong protestors do not push their luck too far. Else this has the potential (currently very unlikely) to escalate into some serious violent confrontation and bloody crackdown. The Central Government' s patient this time round with this kind of show of dis-unity with the Mainland will be shorter in the face of an escalating US China trade war where internal unity is critical.
The protestors should look out for sign of a possible crackdown. ........When your social media connections starts failing or stop working is one of the sign.
IMO, DYODD.
.......................................................................................
I hope the Hong Kong protestors do not push their luck too far. Else this has the potential (currently very unlikely) to escalate into some serious violent confrontation and bloody crackdown. The Central Government' s patient this time round with this kind of show of dis-unity with the Mainland will be shorter in the face of an escalating US China trade war where internal unity is critical.
The protestors should look out for sign of a possible crackdown. ........When your social media connections starts failing or stop working is one of the sign.
IMO, DYODD.
Luzern ( Date: 12-Jun-2019 12:48) Posted:
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Keeping an eye on the Hong Kong protest. This has the potential to seriously damage Hong Kong' s business should the protest turn violent and ending with a crackdown. Hong Kong has been prosperiing post 1997 by the grace of China. That prosperity can be gone faster than one would think possible if China so decides.
https://edition.cnn.com/asia/live-news/hong-kong-protests-june-12-intl-hnk/index.html
IMO, DYODD
| Week of 3 June 2019 | |||||
| Institutional investors net buy (+S$303.8m) vs. (+S$110.6m) a week ago | |||||
| Retail investors net buy (+S$4.1m) vs. (+S$214.8m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 3 June | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 3 June |
| Singtel | Z74 | 59.3 | Genting Singapore | G13 | (14.3) |
| UOB | U11 | 51.5 | Sembcorp Industries | U96 | (10.4) |
| CapitaLand Mall Trust | C38U | 34.5 | Keppel Corporation | BN4 | (5.8) |
| CapitaLand Commercial Trust | C61U | 27.7 | OCBC | O39 | (4.8) |
| ST Engineering | S63 | 27.4 | SATS | S58 | (4.3) |
| Mapletree Commercial Trust | N2IU | 14.4 | SIA | C6L | (3.4) |
| Yangzijiang Shipbuilding | BS6 | 13.7 | NetLink NBN Trust | CJLU | (3.0) |
| Wilmar International | F34 | 10.7 | Ascendas REIT | A17U | (3.0) |
| Mapletree Logistics Trust | M44U | 10.6 | StarHub | CC3 | (1.4) |
| Suntec REIT | T82U | 9.6 | Raffles Medical Group | BSL | (1.4) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 3 June | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 3 June |
| OCBC | O39 | 39.9 | Singtel | Z74 | (22.8) |
| DBS | D05 | 31.8 | ST Engineering | S63 | (18.5) |
| Keppel Corporation | BN4 | 21.0 | Thai Beverage | Y92 | (6.9) |
| Sembcorp Industries | U96 | 9.6 | CapitaLand Commercial Trust | C61U | (6.0) |
| Genting Singapore | G13 | 8.7 | Mapletree Commercial Trust | N2IU | (5.8) |
| SATS | S58 | 6.4 | Keppel REIT | K71U | (4.7) |
| SIA | C6L | 4.8 | CapitaLand Mall Trust | C38U | (4.2) |
| SPH | T39 | 3.1 | Jardine Cycle & Carriage | C07 | (3.4) |
| Ascendas REIT | A17U | 2.4 | Mapletree Logistics Trust | M44U | (3.3) |
| StarHub | CC3 | 2.3 | Ascott Residence Trust | A68U | (3.2) |
Bank of Jinzhou Auditors Resign Citing Loan Inconsistencies
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EY resigned with immediate effect, according to Chinese bank
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Trading in bank&rsquo s Hong Kong shares suspended AT1 debt plunges
Looks like funds are dumping Banks shares to retailers last week.
| Week of 27 May 2019 | |||||
| Institutional investors net buy (+S$110.6m) vs. (+S$151.4m) a week ago | |||||
| Retail investors net buy (+S$214.8m) vs. (+S$68.0m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 27 May | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 27 May |
| Singtel | Z74 | 65.1 | UOB | U11 | (76.8) |
| ST Engineering | S63 | 47.1 | OCBC | O39 | (37.9) |
| Jardine Matheson | J36 | 29.4 | DBS | D05 | (20.9) |
| SGX | S68 | 22.1 | Hongkong Land | H78 | (17.5) |
| ComfortDelGro | C52 | 20.2 | UOL Group | U14 | (11.9) |
| Venture Corporation | V03 | 15.7 | Ascendas REIT | A17U | (9.5) |
| City Developments | C09 | 11.9 | SIA | C6L | (8.4) |
| Yangzijiang Shipbuilding | BS6 | 10.2 | Suntec REIT | T82U | (5.8) |
| CapitaLand Commercial Trust | C61U | 9.6 | StarHub | CC3 | (5.3) |
| Jardine Cycle & Carriage | C07 | 9.5 | Sembcorp Marine | S51 | (4.3) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 27 May | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 27 May |
| OCBC | O39 | 76.7 | Singtel | Z74 | (18.4) |
| UOB | U11 | 68.7 | Ascott Residence Trust | A68U | (8.0) |
| DBS | D05 | 64.3 | Venture Corporation | V03 | (4.4) |
| Keppel Corporation | BN4 | 16.3 | Thai Beverage | Y92 | (4.2) |
| SIA | C6L | 13.9 | United Engineers | U04 | (4.2) |
| CapitaLand | C31 | 7.4 | Jardine Matheson | J36 | (3.4) |
| Sembcorp Industries | U96 | 5.3 | NetLink NBN Trust | CJLU | (3.1) |
| Genting Singapore | G13 | 5.1 | Frasers Commercial Trust | ND8U | (3.0) |
| Sembcorp Marine | S51 | 4.5 | Mapletree Industrial Trust | ME8U | (2.6) |
| City Developments | C09 | 3.1 | Sheng Siong Group | OV8 | (2.5) |
Morgan Stanley sees global recession &lsquo in three quarters&rsquo if Trump escalates trade war
- Investors are overlooking the threat posed by the U.S.-China trade war, which could send the global economy into recession in less than a year, according to a research note published Sunday by Morgan Stanley.
- &ldquo Investors are generally of the view that the trade dispute could drag on for longer, but they appear to be overlooking its potential impact on the global macro outlook,&rdquo wrote Chetan Ahya, the investment bank&rsquo s chief economist.
- Ahya noted that the outcome of the trade war at the moment &ldquo is highly uncertain&rdquo but warned that if the U.S. follows through with 25% tariffs on the additional Chinese imports, &ldquo We could end up in a recession in three quarters.&rdquo
Banks keep crashing.
You might want to re-read my post again as a whole, this time, without skipping some of the words? 
famouspinky ( Date: 31-May-2019 04:12) Posted:
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Chinese factory activity contracts more than expected, official data show
- China&rsquo s National Bureau of Statistics released official manufacturing PMI for the month of May, which fell to 49.4 from 50.1 in April. Analysts polled by Reuters had expected the indicator to drop to 49.9 in May.
- For China, the PMI is among economic indicators that investors globally watch closely for signs of trouble amid domestic headwinds and the ongoing U.S.-China trade dispute
Properties news can become equities? Ur England very powderful
Luzern ( Date: 30-May-2019 11:21) Posted:
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Based on the report, for Europe, Leverage loans and properties.
For me, anything that gets affected by the trade war, equities especially.
For me, anything that gets affected by the trade war, equities especially.
john_ric ( Date: 30-May-2019 11:17) Posted:
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