s****0
发帖数: 894 | |
G*******h
发帖数: 4091 | |
N*****d
发帖数: 9872 | |
g*********9
发帖数: 1285 | |
a******h
发帖数: 461 | |
l*****u
发帖数: 94 | 6 银行股一直打压厉害。C已经是一年新低，手上15个远期call亏的稀里哗啦。一直坚持
下来了 |
j*****5
发帖数: 101 | 7 不黑怎么赚钱啊 黑的就是散户的钱
这就是资本主义 太坏了
【在 s****0 的大作中提到】
: 太几把黑了
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a******9
发帖数: 20431 | 8 前一阵花街好几个hedge fund都加仓C了
valueact还上了重仓
也不知道谁在打压
：银行股一直打压厉害。C已经是一年新低，手上15个远期call亏的稀里哗啦。一直坚持
：下来了 |
v******8
发帖数: 615 | 9 yes, it is just shake out weak hand.
C even dropped below $65. I added some shares at $64.5.
Overall, I think all big 4 banks will break up their 52 week high.
Relatively C will have the biggest percentage gain because its
market cap is the smallest and the buyback money is about 10% of
market cap.
The next one is WFC, its buyback about 9% of the market cap,
and highest div among big 4 banks. I guess WFC worst is already
behind. Considering 3% div, and 24B buyback. Its probably
better than utility stocks, at least in the next 9 months.
坚持
【在 a******9 的大作中提到】
: 前一阵花街好几个hedge fund都加仓C了
: valueact还上了重仓
: 也不知道谁在打压
:
: ：银行股一直打压厉害。C已经是一年新低，手上15个远期call亏的稀里哗啦。一直坚持
: ：下来了
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N*****d
发帖数: 9872 | |
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l*****u
发帖数: 94 | 11 花街真牛逼，顶着强大利好坚决把银行股砸下去，屠杀跟风盘。我们散户只有打持久战
了。我觉得后面要开始涨了，如果再打压，便宜了银行的buyback，岂不是给别人做好
事。 |
v******8
发帖数: 615 | 12
Exactly, the lower price, the more shares the banks can buy.
That will improve banks EPS. That's at least PART of the
reasons that banks quarterly earnings are improving
year over year so much. In Citi's earning conference call,
CEO/CFO also mentioned this due to the reduction of
total number of shares (around 7% last year).
Based on the today's price C should be able to buy 10%
of total outstanding share if the stock price stays at the
current level. The reduction of 10% shares would increase
earning by 11%.
Personally, I just do not believe bearish MMs have enough
shares to fight against $1.5-2B monthly buyback from
each of big 4 banks. There are also MMs, fund managers
like the banks, they love to buy the shares at lower price to
get high yield from the dividend.
【在 l*****u 的大作中提到】
: 花街真牛逼，顶着强大利好坚决把银行股砸下去，屠杀跟风盘。我们散户只有打持久战
: 了。我觉得后面要开始涨了，如果再打压，便宜了银行的buyback，岂不是给别人做好
: 事。
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l*****u
发帖数: 94 | 13 如果考虑到被动基金机构等长期持有的股份基本上不流通，那么从市场上这个回购10%
对股价的影响必然大于10%。
: Exactly, the lower price, the more shares the banks can buy.
: That will improve banks EPS. That's at least PART of the
: reasons that banks quarterly earnings are improving
: year over year so much. In Citi's earning conference call,
: CEO/CFO also mentioned this due to the reduction of
: total number of shares (around 7% last year).
: Based on the today's price C should be able to buy 10%
: of total outstanding share if the stock price stays at the
: current level. The reduction of 10% shares would increase
: earning by 11%.
【在 v******8 的大作中提到】
:
: Exactly, the lower price, the more shares the banks can buy.
: That will improve banks EPS. That's at least PART of the
: reasons that banks quarterly earnings are improving
: year over year so much. In Citi's earning conference call,
: CEO/CFO also mentioned this due to the reduction of
: total number of shares (around 7% last year).
: Based on the today's price C should be able to buy 10%
: of total outstanding share if the stock price stays at the
: current level. The reduction of 10% shares would increase
|
v******8
发帖数: 615 | 14 那当然，我认为股价最高会涨 20%
【在 l*****u 的大作中提到】
: 如果考虑到被动基金机构等长期持有的股份基本上不流通，那么从市场上这个回购10%
: 对股价的影响必然大于10%。
:
:
: Exactly, the lower price, the more shares the banks can buy.
:
: That will improve banks EPS. That's at least PART of the
:
: reasons that banks quarterly earnings are improving
:
: year over year so much. In Citi's earning conference call,
:
: CEO/CFO also mentioned this due to the reduction of
:
: total number of shares (around 7% last year).
:
: Based on the today's price C should be able to buy 10%
|
N*****d
发帖数: 9872 | 15 很多都是wishful thinking. 银行股大部分快进入bear market了，跌40%几乎是肯定的
. |
l*****u
发帖数: 94 | 16 已经Bear好久了，银行股大部分是半年新低，有的是一年新低。随着buy back和利息提
高，我认为现在是buy and hold的好时机。
: 很多都是wishful thinking. 银行股大部分快进入bear market了，跌40%几乎是
肯定的
: .
【在 N*****d 的大作中提到】
: 很多都是wishful thinking. 银行股大部分快进入bear market了，跌40%几乎是肯定的
: .
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v******8
发帖数: 615 | 17
那时可能的， 但 Under valued 银行, 像 C 和 WFC 会
先涨 20-25%。 等 2020 年左右的经济衰退来了，再跌 30-40%。
不过那时可能整个 DOW, NASDAQ, S&P 可能都会跌30%以上。
【在 N*****d 的大作中提到】
: 很多都是wishful thinking. 银行股大部分快进入bear market了，跌40%几乎是肯定的
: .
|
