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第 11 楼 / BigDog
- 时间: 2010-10-13 18:46Very interesting. And that is not mark to market. All banks in the US worth NOTHING if mark to market!
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- 时间: 2010-10-13 18:49
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- 时间: 2010-10-13 22:10
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- 时间: 2010-10-13 22:22
rea1 写道:其实银行股一般PE都比较低， 一个原因就是leverage太厉害， 还有就是report超级不透明。
还记得2000年左右， 中国的四大行都技术上破产了， 负债率最少的是120%多。
其实美国的大银行有个买点， 就是他们是最先从fed拿到cash的， 掌握着继续分发通胀的权利。估计forclosures 要等到有明显高通胀的时候才会处理完。
记得2000年前后国外的分析师们都唱中国那些国有银行都要扛不下去了，后来外资又争先恐后拥进中国做战略投资者，美其名曰给中国银行系统带去西方先进的管理方式，最后在中国那些曾经要破产的银行赚大钱。
美国现在那些大行的情形和当时的中国各大银行相差无几。 -
- 时间: 2010-10-14 08:43
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- 时间: 2010-10-14 10:05
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- 时间: 2010-10-14 18:20From CNBC
Top U.S. banks' shares slid Thursday as concern grew that an extended foreclosure crisis could hit their earnings more severely than initially feared.
AP
There are also deepening worries that the use of so-called "robo-signers" to stamp mortgage documents could backfire on banks and lead to fines.
Bank of America [BAC 12.60 -0.69 (-5.19%) ], the No. 1 U.S. bank, was last down more than 5 percent, leading the rout. No. 3 Citigroup [C 4.06 -0.19 (-4.47%) ] and Wells Fargo [WFC 24.72 -1.09 (-4.22%) ] were last off around 4.5 percent.
JPMorgan [JPM 38.72 -1.12 (-2.81%) ] shares were last down nearly 3 percent, in line with the KBW Banks index.
The heightened pessimism about allegations that thousands of home foreclosures may have been illegal because they were improperly documented came a day after JPMorgan Chase Chief Executive Jamie Dimon said a prolonged probe into the foreclosure process could damage the fragile housing market.
On the same day, all 50 states launched a joint investigation into the mortgage industry.
The investigation, coupled with Dimon's comments, sparked fears among investors that uncertainty about the foreclosure crisis could continue for weeks and become a political pinata as the U.S. election season wears on.
"The longer this is pushed further down the road and kicked by politicians, the worse the situation is going to be," said Marshall Front, chairman of Front Barnett Associates, which has holdings in JPMorgan, Bank of America, Citigroup and Wells Fargo. -
- 时间: 2010-10-15 08:00
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- 时间: 2010-10-15 08:12Selling pressure in Bank of America Corporation (NYSE:BAC) spread after vfew minutes of opening session and the stock is now down 5% at $11.95 after hitting a new 52-week low of $11.74. Today’s fall is in addition to a fall of 5.50% in yesterday’s session
Volumes have been very high and so far 172 million shares have already traded hand , compared to its average volume 153.92 million shares.
The stock is falling on worries about the impact of the home-foreclosure trouble on their books.
Bank of America had $1.6 trillion of risk-weighted assets in the second quarter of this year, out of a total of $2.4 trillion in total assets, against a total of $160 billion in Tier 1 capital.
The bank is scheduled to report its quarterly results on Oct 19 and projected to have $0.16 per share in earnings on revenue of $27.15 billion. -
- 时间: 2010-10-15 10:09
提前预计惊暴美国银行第三季度巨亏67亿美元相当于每股亏0.67美元
