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Thanks for the information. 

Qanghoo      ( Date: 02-Jan-2019 12:59) Posted: This one just posts all sorts of negative rubbish.  Well known here already n written off by others liao.  Just ignore ..... Luzern      ( Date: 02-Jan-2019 11:50) Posted: This is old old news......2014?  OCBC current exposure to Greater China is much much bigger

 

This one just posts all sorts of negative rubbish.  Well known here already n written off by others liao.  Just ignore .....

Luzern      ( Date: 02-Jan-2019 11:50) Posted: This is old old news......2014?  OCBC current exposure to Greater China is much much bigger. bluewale      ( Date: 02-Jan-2019 11:17) Posted: Trapped $6.3 billion http://www.straitstimes.com/business/banking/ocbc-succeeds-in-bid-to-acquire-hks-wing-hang-bank

 

This is old old news......2014?  OCBC current exposure to Greater China is much much bigger.

bluewale      ( Date: 02-Jan-2019 11:17) Posted: Trapped $6.3 billion http://www.straitstimes.com/business/banking/ocbc-succeeds-in-bid-to-acquire-hks-wing-hang-bank Luzern      ( Date: 02-Jan-2019 10:05) Posted: Can expect the Bears to use this as an ecuse to mount a bear raid........and perhaps running into the Hunter' s (Bull' s) Trap

 

Trapped $6.3 billion

http://www.straitstimes.com/business/banking/ocbc-succeeds-in-bid-to-acquire-hks-wing-hang-bank

Luzern      ( Date: 02-Jan-2019 10:05) Posted: Can expect the Bears to use this as an ecuse to mount a bear raid........and perhaps running into the Hunter' s (Bull' s) Trap. Luzern      ( Date: 02-Jan-2019 09:57) Posted: https://www.cnbc.com/2019/01/02/china-reports-december-caixin-manufacturing-purchasing-managers-index.html China' s Caixin PMI shows December manufacturing contraction. Analysts had expected slight expansion Results of a private survey on China' s manufacturing for the month of December showed factory activity contracted more than expected amid a trade dispute with the U.S.

 

Can expect the Bears to use this as an ecuse to mount a bear raid........and perhaps running into the Hunter' s (Bull' s) Trap.

Luzern      ( Date: 02-Jan-2019 09:57) Posted: https://www.cnbc.com/2019/01/02/china-reports-december-caixin-manufacturing-purchasing-managers-index.html China' s Caixin PMI shows December manufacturing contraction. Analysts had expected slight expansion Results of a private survey on China' s manufacturing for the month of December showed factory activity contracted more than expected amid a trade dispute with the U.S.

 

Maybe we will get our 600 points swing tonight instead........

Luzern      ( Date: 28-Dec-2018 19:09) Posted: Will the Bulls slaugther the remaining Bears tonight by forcing them to close high or will they give chance and allow an exit opportunity before they push. ....... up down or up down up....... an intra day of around +300 and -300...., swing of 600+ points would be nice.

 

https://www.cnbc.com/2019/01/02/china-reports-december-caixin-manufacturing-purchasing-managers-index.html

China' s Caixin PMI shows December manufacturing contraction. Analysts had expected slight expansion

 

Will the Bulls slaugther the remaining Bears tonight by forcing them to close high or will they give chance and allow an exit opportunity before they push. ....... up down or up down up....... an intra day of around +300 and -300...., swing of 600+ points would be nice.

 

Beaten  down counters that got sold  down in low vol should be good long choices.  IMO

 

Dow futures from -40+ to now +100+...........

 

Ironically, this kind of turmoil and spooked markets is pushing Trump to make a Trade Deal with China.  IN fact, looking at the economics signs and markets in both countries,  it does seem that both Leaders want a Trade Deal now more than before....IMO

 

We were  positioned for a bounce based on TA and FA, with the trigger event being the Fed meeting on 18 & 19 December.  The market was really positive with Dow climbing to a high od +380, just 20 points short of our 400 to 700 pt expectation.  Alas, Powell dissapoints in his statement and poofs....  Dow  corrected by  -2600+ (including the intraday +380+ points) in 5 and half days, much to the delights of Bears and Volatility Traders.

Luzern      ( Date: 28-Dec-2018 09:10) Posted: Powell choose to be remembered as the Man who pushed the Market over the Cliff with his hawkish statement after the 25 basis point rate rise.  I bet he did not expect the extreme market reactions that followed......... keke.  This should give him pause in future rate rises.  IMO Luzern      ( Date: 17-Dec-2018 09:44) Posted: All eyes on FOMC 18& 19 dec 2018.......Will Powell be credited as the Man who save the Equity Markets or will he be remembered as the  Man who  pushed the Markets over the cliff.....    Luzern Elite Posted: 14-Dec-2018 10:41 x 0 x 0 1) China data and Japan data release are both negative, but due largely to US China Trade disagreement.  With the US China Trade  talk and  steps taken to de-escalate,  the data should improve.  2) ECB end stimulus,  might  result in some tightening of credit, but its also a sign of improving economics in EU. IMO, DYODD

 

Borrowing will become more expensive for the borrowers with or without rate rises due to lower liquidity.  Cash rich banks and companies will be in an advantage position.

Luzern      ( Date: 28-Dec-2018 09:34) Posted: There is a tigthening of credit and liquidity globally, with the US and now EU signalling the end to their QE programs and the unwinding of their assets holdings.  The local property market are surprisingly resilient.  The only uncertainty now for the banks are the impacts of the US China Trade war. Qanghoo      ( Date: 19-Dec-2018 20:11) Posted: Next yr bk profits may not be as rosy as this yr if FED decides to kowtow to Duckie' s blaring n be more dovish in monetary-policy tightening, n local interest rates follow suit.

 

There is a tigthening of credit and liquidity globally, with the US and now EU signalling the end to their QE programs and the unwinding of their assets holdings.  The local property market are surprisingly resilient.  The only uncertainty now for the banks are the impacts of the US China Trade war.

Qanghoo      ( Date: 19-Dec-2018 20:11) Posted: Next yr bk profits may not be as rosy as this yr if FED decides to kowtow to Duckie' s blaring n be more dovish in monetary-policy tightening, n local interest rates follow suit.  Luzern      ( Date: 19-Dec-2018 09:57) Posted: All 3 banks similar.  If one is good enouh to be longed, the other 2 should be too.  IM

 

For the record, Powell statement cause the Dow to correct by over -2000+ points in 5 and a half trading days.......this probably make him one of the top person in history to cause the vaporization of wealth (globally) in the shortest span of time.

Luzern      ( Date: 28-Dec-2018 09:10) Posted: Powell choose to be remembered as the Man who pushed the Market over the Cliff with his hawkish statement after the 25 basis point rate rise.  I bet he did not expect the extreme market reactions that followed......... keke.  This should give him pause in future rate rises.  IMO Luzern      ( Date: 17-Dec-2018 09:44) Posted: All eyes on FOMC 18& 19 dec 2018.......Will Powell be credited as the Man who save the Equity Markets or will he be remembered as the  Man who  pushed the Markets over the cliff.....    Luzern Elite Posted: 14-Dec-2018 10:41 x 0 x 0 1) China data and Japan data release are both negative, but due largely to US China Trade disagreement.  With the US China Trade  talk and  steps taken to de-escalate,  the data should improve.  2) ECB end stimulus,  might  result in some tightening of credit, but its also a sign of improving economics in EU. IMO, DYODD

 

This year end markets were basically hijacked by the Market Bears while the markets Bulls call it a Year earlier than usual this year.  Now that their vacations have ended and the Market Bulls are back, I expect the markets in general should be less volatile.

 

Powell choose to be remembered as the Man who pushed the Market over the Cliff with his hawkish statement after the 25 basis point rate rise.  I bet he did not expect the extreme market reactions that followed......... keke.  This should give him pause in future rate rises.  IMO

Luzern      ( Date: 17-Dec-2018 09:44) Posted: All eyes on FOMC 18& 19 dec 2018.......Will Powell be credited as the Man who save the Equity Markets or will he be remembered as the  Man who  pushed the Markets over the cliff.....    Luzern Elite Posted: 14-Dec-2018 10:41 x 0 x 0 1) China data and Japan data release are both negative, but due largely to US China Trade disagreement.  With the US China Trade  talk and  steps taken to de-escalate,  the data should improve.  2) ECB end stimulus,  might  result in some tightening of credit, but its also a sign of improving economics in EU. IMO, DYODD

 

Next yr bk profits may not be as rosy as this yr if FED decides to kowtow to Duckie' s blaring n be more dovish in monetary-policy tightening, n local interest rates follow suit. 

Luzern      ( Date: 19-Dec-2018 09:57) Posted: All 3 banks similar.  If one is good enouh to be longed, the other 2 should be too.  IMO Goldfinger      ( Date: 18-Dec-2018 12:52) Posted: Can buy which bank??

 

All 3 banks similar.  If one is good enouh to be longed, the other 2 should be too.  IMO

Goldfinger      ( Date: 18-Dec-2018 12:52) Posted: Can buy which bank??

 

https://www.bloomberg.com/news/articles/2018-12-18/mnuchin-blames-volcker-rule-high-speed-trading-for-volatility