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bro, assets like what?
Luzern ( Date: 29-May-2019 16:58) Posted:
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ECB warns of sharp falls in asset prices if trade tensions escalate
Published 12 min agoUpdated Moments Ago
- The European Central Bank (ECB) warned that trade tensions and weaker-than-expected economic growth could cause further sell-offs in ailing European markets.
- The report on Wednesday identified the growing global leveraged loan sector as particularly susceptible to weaker corporate earnings.
- Higher risk-taking in the investment fund sector was also flagged in the report.
China' s Baoshang Bank takeover raises contagion fears
https://www.reuters.com/article/us-china-banks-regulator-ncd/chinas-baoshang-bank-takeover-raises-contagion-fears-idUSKCN1SX0QT
In my opinion.......
If the US China trade and tech war drags....it is almost inevitable that Fed will need to cut interest rate sooner than later. Perhaps before the end of 2019. The cutting of rates should be bad news for banks.
IMO, DYODD.
If the US China trade and tech war drags....it is almost inevitable that Fed will need to cut interest rate sooner than later. Perhaps before the end of 2019. The cutting of rates should be bad news for banks.
IMO, DYODD.
China' s middle class growing desperate and anxious about US trade war impact
- Fears of trade war impact also appear to be affecting willingness to spend and prompting moves to safeguard wealth in foreign currencies and gold
- Rising food prices and unemployment levels adding to concerns despite state and social media urging nation to stand strong in face of adversity
https://www.scmp.com/economy/china-economy/article/3011914/chinas-middle-class-growing-desperate-and-anxious-news-about
quote from the words from a posting I saw earlier...." Market Makers"
curious_moo ( Date: 27-May-2019 13:52) Posted:
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why again UOB and OCBC under top10 buy from both retailer and institution?
who is selling??
who is selling??
Luzern ( Date: 27-May-2019 13:41) Posted:
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| Week of 20 May 2019 | |||||
| Institutional investors net buy (+S$151.4m) vs. (-S$37.1m) a week ago | |||||
| Retail investors net buy (+S$68.0m) vs. (+S$182.9m) a week ago | |||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 20 May | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 20 May |
| SGX | S68 | 25.7 | City Developments | C09 | (11.7) |
| Singtel | Z74 | 23.6 | SIA | C6L | (10.1) |
| OCBC | O39 | 19.3 | DBS | D05 | (8.9) |
| UOB | U11 | 18.4 | Sembcorp Marine | S51 | (8.9) |
| Ascendas REIT | A17U | 12.1 | Wilmar International | F34 | (6.0) |
| SPH | T39 | 8.7 | Keppel Corporation | BN4 | (4.2) |
| Suntec REIT | T82U | 8.6 | Venture Corporation | V03 | (4.2) |
| Thai Beverage | Y92 | 7.3 | Mapletree Commercial Trust | N2IU | (3.0) |
| ComfortDelGro | C52 | 7.2 | Yanlord Land | Z25 | (2.5) |
| Jardine Cycle & Carriage | C07 | 6.8 | Jardine Matheson | J36 | (2.3) |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 20 May | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 20 May |
| DBS | D05 | 29.3 | SGX | S68 | (33.3) |
| UOB | U11 | 27.1 | Yangzijiang Shipbuilding | BS6 | (10.5) |
| OCBC | O39 | 23.5 | Thai Beverage | Y92 | (5.1) |
| SIA | C6L | 16.2 | ESR-REIT | J91U | (3.5) |
| Keppel Corporation | BN4 | 10.7 | Keppel DC REIT | AJBU | (3.3) |
| Sembcorp Marine | S51 | 10.2 | Memtech International | BOL | (3.2) |
| City Developments | C09 | 8.3 | Haw Par Corporation | H02 | (2.7) |
| Venture Corporation | V03 | 5.4 | Parkway Life REIT | C2PU | (2.6) |
| CapitaLand | C31 | 5.2 | Mapletree Industrial Trust | ME8U | (2.5) |
| Sembcorp Industries | U96 | 4.8 | Sheng Siong Group | OV8 | (2.4) |
https://www.bloomberg.com/news/articles/2019-05-22/trade-war-has-surprise-beneficiary-chinese-distressed-debtors?srnd=premium-asia
Bloomberg News
,
&lrm May&lrm &lrm 23&lrm , &lrm 2019&lrm &lrm 5&lrm :&lrm 30&lrm &lrm AM
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Firms&rsquo debt repayment ability is expected to improve: Citic
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Spreads may continue compressing despite of trade war: Golden
https://www.bloomberg.com/news/articles/2019-05-23/chinese-government-expert-sees-trade-tensions-lasting-until-2035?srnd=premium-asia
Chinese Government Expert Sees Trade Tensions Lasting Until 2035
Bloomberg News,
&lrm May&lrm &lrm 23&lrm , &lrm 2019&lrm &lrm 12&lrm :&lrm 37&lrm &lrm PM
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China-U.S. &lsquo talking and fighting&rsquo will continue and get worse
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U.S. demands like the 1840&rsquo s unequal treaty: Zhang Yansheng
Their decision is rather rigid. If they are a little bit more flexible and sensitive to the current whole developments, could stretch they money more in their share buy back. Same thing like I said about 10 months ago. " why buy back now when you can buy back cheaper later?" & " Is there no better use for the Million$ you spend on share buy back elsewhere?" .
IMO, DYODD
IMO, DYODD
destinykraze ( Date: 23-May-2019 10:10) Posted:
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It' s hard to predict where this is going. China and Trump keeps flipping their prata. DBS' s decision can' t be faulted.
Luzern ( Date: 23-May-2019 09:49) Posted:
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About 10 months ago, DBS make the mistake of doing share buy back at 25.xx when its price was sliding down. The price subsequently reached a low of 22.xx . In My Opinion, seems like it is making the same mistake again. So long as the US China Trade war drags and escalate, we have not seen the bottom for the banks' prices yet. IMO, DYODD.
https://research.sginvestors.io/2019/05/dbs-ocbc-uob-banks-cgs-cimb-research-2019-05-21.html
Sector valuations have de-rated close to the levels seen after the initial 10% tariffs were introduced in Sep 2018.
?¡ Continued headwinds may surface as China retaliates with more tariffs. As such, we downgrade the sector to Neutral from Overweight.
?¡ We revise our loan growth expectations across the sector to account for weaker regional growth as corporates adopt a wait-and-see approach.
?¡ We downgrade DBS to Hold. Valuations are relatively more expensive at 1.3x CY19F P/BV. An attractive point of entry would be at 1.2x P/BV or below.
Sector valuations have de-rated close to the levels seen after the initial 10% tariffs were introduced in Sep 2018.
?¡ Continued headwinds may surface as China retaliates with more tariffs. As such, we downgrade the sector to Neutral from Overweight.
?¡ We revise our loan growth expectations across the sector to account for weaker regional growth as corporates adopt a wait-and-see approach.
?¡ We downgrade DBS to Hold. Valuations are relatively more expensive at 1.3x CY19F P/BV. An attractive point of entry would be at 1.2x P/BV or below.
| Week of 13 May 2019 | ||||||
| Institutional investors net sell (-S$37.1m) vs. (-S$135.9m) a week ago | ||||||
| Retail investors net buy (+S$182.9m) vs. (+S$273.3m) a week ago | ||||||
| Top 10 Institution Net Buy (+) Stocks (S$M) | Stock Code | Week of 13 May | Top 10 Institution Net Sell (-) Stocks (S$M) | Stock Code | Week of 13 May | |
| Singtel | Z74 | 21.0 | Genting Singapore | G13 | (22.7) | |
| DBS | D05 | 16.2 | Jardine Matheson | J36 | (16.4) | |
| Wilmar International | F34 | 13.3 | OCBC | O39 | (11.3) | |
| CapitaLand Commercial Trust | C61U | 13.0 | UOB | U11 | (10.6) | |
| Memtech International | BOL | 4.1 | City Developments | C09 | (8.9) | |
| Haw Par Corporation | H02 | 3.5 | Keppel Corporation | BN4 | (8.8) | |
| Sheng Siong Group | OV8 | 3.4 | SIA | C6L | (8.2) | |
| Jardine Cycle & Carriage | C07 | 2.9 | CapitaLand | C31 | (6.7) | |
| Sembcorp Industries | U96 | 2.6 | SATS | S58 | (6.2) | |
| SPH | T39 | 2.3 | ST Engineering | S63 | (5.2) | |
| Top 10 Retail Net Buy (+) Stocks (S$M) | Stock Code | Week of 13 May | Top 10 Retail Net Sell (-) Stocks (S$M) | Stock Code | Week of 13 May | |
| UOB | U11 | 38.5 | SGX | S68 | (9.8) | |
| DBS | D05 | 35.7 | ST Engineering | S63 | (6.8) | |
| OCBC | O39 | 33.3 | Wilmar International | F34 | (5.2) | |
| Genting Singapore | G13 | 21.5 | Memtech International | BOL | (3.8) | |
| SIA | C6L | 16.0 | Haw Par Corporation | H02 | (3.6) | |
| Keppel Corporation | BN4 | 9.5 | Sheng Siong Group | OV8 | (3.5) | |
| Thai Beverage | Y92 | 8.3 | Frasers L& I Trust | BUOU | (2.4) | |
| Jardine Matheson | J36 | 7.7 | CapitaLand Commercial Trust | C61U | (2.0) | |
| City Developments | C09 | 6.9 | Frencken Group | E28 | (1.7) | |
| CapitaLand | C31 | 6.8 | China Everbright Water | U9E | (1.6) | |
New private home sales fall 30% m-o-m in April, with sharp drop in launches
https://www.businesstimes.com.sg/real-estate/new-private-home-sales-fall-30-m-o-m-in-april-with-sharp-drop-in-launches
You got see China' s Global Times sing US praises?............GT basically shot everyone who are not aligned with China on different issues...... Singapore also kenna big time from them.....the Terrex issue, the south china sea issue and more recently they also sarcastic at our new PM choice..........
This morning China announced 3 sets of economic data. They were below Analysts Expectations but the figures were still good in the 4s and 5s.
Yet, both Bloomberg TV and CNBC TV hosts all painted a doom and gloom scenario for China using words like " terrible" , " disappointing" , " bad" , etc.
These 2 US channels keep thumping down anything China throughout the day everyday. They' re like the propaganda channels for Trump.
Esp the guy Jim Cramer of their Mad Money who keeps shooting down China everytime he opens his mouth.
batambird ( Date: 15-May-2019 10:44) Posted:
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Commentary: Here&rsquo s why the US-China trade war won&rsquo t cool down anytime soon
https://www.channelnewsasia.com/news/commentary/us-china-trade-war-wont-stop-anytime-soon-long-protracted-11534394
https://www.channelnewsasia.com/news/commentary/us-china-trade-war-wont-stop-anytime-soon-long-protracted-11534394
Not from just one source highlighting China Bond default, debt issue. Its from many different news outlets, from US, EU to Japan and China herself.......so cannot be that fake right?