e********9
发帖数: 444 | 1 银行股最近表现不错
这周也是很多银行的ER
大家讨论一下吧，谢谢 |
e********9
发帖数: 444 | 2 我来抛砖引玉
很多人对大盘担心
每次大盘出现调整对不同的sector影响会不同
08 financial crisis，银行股罪魁祸首，大幅降落情理之中
00 IT bubble，银行股也有调整，但比IT股好多了
这次如果出现大幅调整，可能因为QE制造的流动性泛滥
可能因为政府债务造成赖账可能/行为
那对银行股又是什么影响？ |
e********9
发帖数: 444 | 3 关于个股
08年后C和BAC都在“低位”徘徊
C: P/E 13.80, EPS 3.96
BAC: P/E 25.56, EPS 0.66 |
e****o
发帖数: 690 | 4 Citi EPS 3.96, will it increase dividends???
【在 e********9 的大作中提到】
: 关于个股
: 08年后C和BAC都在“低位”徘徊
: C: P/E 13.80, EPS 3.96
: BAC: P/E 25.56, EPS 0.66
|
e********9
发帖数: 444 | 5 AIG: P/E 24.56, EPS 2.13, Div 0.8% |
p*********r
发帖数: 4593 | 6 Both BAC and C will increase dividend and share buy back this year because
they have more than enough revered capital. US regulatory
will approve the request from BAC and C this year to return some capital
to the share holders.
The FA looks good to all banks because short term rate is still near 0,
but medium and long term rate have go up quite a lot compare to their lowest
last year. So, their margin will be improving due the the bigger spread of
the rate. That why all banks are going up this year except last Friday. |
e********9
发帖数: 444 | 7 Thanks playForever.
This year so far, January effect may be a factor, besides good outlook for
financials;
while last Friday may be due to ugly job report.
The following is the summary of an article.
1 Stock to Buy in 2014 and Hold for 20 Years (Motley Fool)
BAC
- down 60% from January 2007, JPM and WFC up 35% and 50%
- 1.25 price to tangible book value ratio, 1.5 for JPM and 2.0 WFC
- the largest bank in the U.S. by deposits in its consumer operations
- massive and expanding business and investment banking services, wealth
management, and others
USB
have proven themselves through multiple cycles to be truly superior to their
competitors
C
- since mid-2007, shares down around 90% following painful dilution, and
dividend just one penny per quarter
- P/E 13.80
- 2014 catalyst, buy back stock, raise dividend
AIG
- investment in China, US local mortgage
- 22% below book value |
p**y
发帖数: 7407 | |
e********9
发帖数: 444 | 9 BAC 100% 增发股票
C 500% 增发股票 |
p*********r
发帖数: 4593 | 10
You don't have any data back up what you said.
I could say same thing to google, apple too.
【在 e********9 的大作中提到】
: BAC 100% 增发股票
: C 500% 增发股票
|
e********9
发帖数: 444 | |
e********9
发帖数: 444 | 12 P/E EPS Div & Yield P/B diluted shares (2012/08)
JPM 13.17 4.44 1.52 (2.60%) 0.86 3.82B/3.61B
GS 10.81 16.51 2.20 (1.20%) 0.85 516.1M/456.2M
WFC 12.09 3.80 1.20(2.60%) 1.24 5.35B/3.39B
C 13.80 3.96 0.04(0.10%) 0.64 3.02B/526.54M
BAC 25.56 0.66 0.04(0.20%) 0.57 10.84B/4.6B
AIG 24.56 2.13 0.40(0.80%) 0.53 1.69B/131.7M
USB 13.81 2.97 0.92(2.20%) 1.74 1.9B/1.76B
PE/EPS/Div from Yahoo; PB/shares from marketwatch |
