tag:blogger.com,1999:blog-28838839.post2487458518572345923..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 匯豐的DTA, TCE和資本槓桿市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-28838839.post-31350894972436661732009-03-12T00:23:00.000+08:002009-03-12T00:23:00.000+08:00投資真的做功課,所以很佩服先生的分析。但是,從來股票的上升下跌牽涉太多的因素,例如政治、經濟和公司本...投資真的做功課,所以很佩服先生的分析。但是,從來股票的上升下跌牽涉太多的因素,例如政治、經濟和公司本身等等,有時候不可以一本通書用到老,因為時代已經不同了。我們不可以再用感情因素去投資股票,因為只有招致損失的。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-13757494961179691742009-03-11T19:28:00.000+08:002009-03-11T19:28:00.000+08:00回應若缺齋老人 : 我相信匯豐美國業務最終可以賺錢用盡50億美元DTA.回應Louis: 我的睇法同...回應若缺齋老人 : 我相信匯豐美國業務最終可以賺錢用盡50億美元DTA.<BR/><BR/>回應Louis: 我的睇法同你相反, 歐美的國有化銀行沒有競爭力, 無出路, 最終不是死氣沉沉就是"去國有化", 回復私營銀行的身份.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-35207750296040409202009-03-11T19:08:00.000+08:002009-03-11T19:08:00.000+08:00Mr. Market,I hope you are right!!Mr. Market,<BR/><BR/>I hope you are right!!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-38528437635627356022009-03-11T13:28:00.000+08:002009-03-11T13:28:00.000+08:00匯豐股價由公佈業績後至今下滑近42%(以公佈業績日兼停牌前2009年2月27日的收市價計),主因匯豐...匯豐股價由公佈業績後至今下滑近42%(以公佈業績日兼停牌前2009年2月27日的收市價計),主因匯豐的業績,遠較市場遜色,在環球經濟惡化下,市場擔心匯控的盈利能力及資產質素,倒退速度較市場早前預期的嚴重,加上匯豐就算成功完成供股集資,以其資本狀況以至未來的市場競爭優勢,皆相對國企化後的歐洲同業吃虧,市場便傾向把匯豐的估值大幅下調,拋空者只是按市場力量順勢而行! <BR/><BR/>3 main points for HSBC to become weaker & weaker:<BR/><BR/>1. More bad debts to write off de-valuation to recognize in the coming years.<BR/>2. Loss of potential to receive low interest rate deposits due to "the guarantee from many Governments for the deposits without upper limits and people tend to think it is safer to deposit money in nationalized banks"<BR/>3. Severe competition from nationalized banks in Europe & America not to mention those in China. Nationalized banks will mainly aim to maintain political stabilities, and, therefore they may tend to lend out money at relatively low interest rates. That is increase of net profits are NOT the main concern for nationalized banks.<BR/><BR/>I tend to believe "there is no bright tomorrow for HSBC".Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-57505460743788872142009-03-11T11:10:00.000+08:002009-03-11T11:10:00.000+08:00DTA is an interest free loan from Uncle SamDTA is an interest free loan from Uncle SamAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-87127632938305841702009-03-11T01:24:00.000+08:002009-03-11T01:24:00.000+08:00先生的決定無論將來是對是错, 起碼立場堅定.敬佩!先生的決定無論將來是對是错, 起碼立場堅定.敬佩!10JQKAhttps://www.blogger.com/profile/17482917416387571228noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-41715440514391558342009-03-11T00:33:00.000+08:002009-03-11T00:33:00.000+08:00市場兄:如果近一兩年冇變,小弟考AI時既資料係:Net Operating Loss - Carry...市場兄:如果近一兩年冇變,小弟考AI時既資料係:<BR/><BR/>Net Operating Loss - Carryback 2 yrs, Carryforward 20 yrs;<BR/><BR/>Corporate Net Capital Loss - Carryback 3 yrs, Carryforward 5 yrs.若缺齋老人https://www.blogger.com/profile/17734252599025143085noreply@blogger.com