Post Reply
741-760 of 1003
Requote (partial) from a report previously posted in another thread.
I do not believe the numbers for DBS Greater China exposure. IMO, it should be closer to 32% instead.
DYODD
................................
Between 10-15% of UOB' s loans book is trade related with the bulk anchored out of South-East Asia. UOB has the largest percentage of Singapore loans (2Q18: 52% of total loans) compared to DBS (47%) and OCBC (41%), and the least exposure to Greater China loans (2Q18: 15% of total loans) as compared to DBS (16%) and OCBC (26%).
............................................................
Bery Song right? If still holding the Banks shorts, .......UOB from 27 to 27.30 and DBS around 26.20.........
Luzern ( Date: 21-Sep-2018 11:50) Posted:
| for UOB.......i am looking at 27.00 and 27.30 for short opportunity. IMO DYODD. |
|
DBS breaks 24.....
Huat Ah!......
Luzern ( Date: 23-Oct-2018 10:31) Posted:
UOB breaks 25.......... .....DBS to follow and break 24 soon?
Huat Ah! |
|
Repost for easy reference, first posted 15-Oct-2018
.............................................................................
For the Banks, its all about market expectation now. On the Property Cooling Measures side, market likely to have factored in the impact. As for the impact of the trade war, its still relatively unknown. If for the sole purpose of making the report to look good, Banks can always lower the bar(taking more risks) to qualify new loans. And this is what I fear most and why I would stick with a family controlled Bank where they are more conservative.
Repost for easy reference.
...........................................................
My opinion is that Dow is not done with the pull back yet.
1) IMO, the main reasons for the correction in the first place is the increasing Bond and interest rate, the trend of increases have not change, just taking a " breather" .
2) Trade Tariffs spate is still ongoing and is likely to heat up again during midterm election.
3) The bounces up in this Dow pull back are fuel by Companies numbers beating expectations and these few days, by China' s intervention in the equity markets, credits markest and talks of tax cuts.
--> So what is likely to happen after reporting season is over in US?
--> How long will the feel good effect of the Chinese Govt intervention last?
--> Midterm Election, as in most (if not all) US elections is going to fill with lots of allegations and blame game.
IMO, DYODD
UOB breaks 25..........
.....DBS to follow and break 24 soon?
Huat Ah!
UOB result out this Friday, this will provide us a look into the impact of the PCM and Trade Tariffs on our 3 banks.
China Releases Personal Income Tax Cut Plan
October 22nd, 2018, 9:11 AM GMT+0800
China has unveiled a plan for personal income tax cuts after 3Q GDP data showed economic growth slowed to the slowest since 2009 at 6.5%. Bloomberg' s Stephen Engle reports on " Bloomberg Daybreak: Asia." (Source: Bloomberg)
Banks looks weak.....
Bank of America Is Already Calling Time on China Stock Rally
Don&rsquo t get too excited by the steepest rally in Chinese stocks since 2016, says BofA
DBS buy back 1,000,000 yesterday.
UOB to break 25 first or DBS to break 24 first?
This is turning out o be one heck of a new quarter windo undressing............. more and faster than what I anticipated.
Luzern ( Date: 27-Sep-2018 16:56) Posted:
| Tomorrow is Friday, last day of the Quarter.........After qtr end window dressing what do we have............new qtr beginning window undressing on Monday? |
|
The Irony......... my banks shorts are converted to profits and all ka-ching-ed in the Banks......
.
And DBS is just one day behind UOB in breaking it' s physchological level of 25...........
Luzern ( Date: 09-Oct-2018 15:21) Posted:
UOB wins.....26 broken.......
Luzern ( Date: 09-Oct-2018 13:52) Posted:
| Wonder what will happen first DBS below 25 or UOB below 26......... |
|
|
|
Another bigger ka-Ching!
Luzern ( Date: 21-Sep-2018 11:50) Posted:
| for UOB.......i am looking at 27.00 and 27.30 for short opportunity. IMO DYODD. |
|
......Ka-ching!
Luzern ( Date: 21-Sep-2018 11:47) Posted:
| For DBS, I am now looking at 26.20 and 26.60 for opportunity to open short. IMO, DYODD |
|
OCBC broke 11......
This is getting better and better.........
Luzern ( Date: 08-Oct-2018 09:03) Posted:
So far so good.......
Luzern ( Date: 27-Sep-2018 16:56) Posted:
| Tomorrow is Friday, last day of the Quarter.........After qtr end window dressing what do we have............new qtr beginning window undressing on Monday? |
|
|
|
