大股讨论

黑山老妖

你说的IB是哪个？
我从TA角度来看通常我看到的recommendation都是被买剩下的。[ 本帖最后由 黑山老妖 于 2007-11-3 13:13 编辑 ]

买房子啊

原帖由 买房子啊 于 2007-11-3 13:13 发表
哈哈哈， 你也持有TPI啊， 你放得太早了， 嘿嘿， 我有2万股TPI呢， 搞垃圾公司嘛， 嘿嘿。。。银行股WBC是长期落后的， 进银行就要进龙头的， CBA 同意CBA。WBC最近风头劲，但是还是CBA好。

黑山老妖

IB指的是ML,JP,DB,UBS,GS,MB....我和朋友在其中几家工作......所以也就经常看这些报告,当然这也不是INTERNAL INFORMATION,这些都是公司卖给PUBLIC CLIENTS的.这只是我们STAFF的福利罢了.TPI还是被看好....我是比较后悔.....CBA一直被IB们看好,但本人在CBA工作过...实在是非常压榨STAFF,当然这点对它的SHARE PERFORMANCE却是有好处,CBA还是BUY RATING....BNB,MBL也是BUY RATING,但RISK很高,大家可以考虑抄底入.......对了..我还买了SHL,HEALTHCARE应该是相当不错在今后5年....

FLYBIRD

银行股WBC是长期落后的， 进银行就要进龙头的， CBA
How about 2WBC compare with 1CBA.[ 本帖最后由 qianqian2007 于 2007-11-4 00:01 编辑 ]

qianqian2007

WBC势头不错,我们公司原来推荐CBA,ANZ....现在是CBA,WBC.......但我还是喜欢MBL,BNB...嘿...........但买了是个心跳啊........

FLYBIRD

Interesting story about CBA..
CBA's profit haunted by dimissal taleON a Monday in mid-August, Commonwealth Bank chief executive Ralph Norris summoned treasury and markets high-flyers Marten Touw and Vincent Hua to his level two office and summarily dismissed them.It was clinical, brutal and all over in a few minutes, as these things generally are.More than two months later, though, as CBA shareholders prepare to celebrate the bank's prolonged economic sunshine at Wednesday's annual meeting, the departure of Hua and Touw is still creating an unwelcome shade.Forensic accountants and lawyers have been swarming over a mass of transactions connected to Touw, the ex-global markets and treasury boss, and his gun trader Hua.PricewaterhouseCoopers and law firm Freehills are helping to retrace the myriad financial steps of the duo, once feted at the most senior levels of the bank as they led an open-eyed CBA on a profitable journey up the risk curve.Touw and Hua, through generous bonus schemes,

黑山老妖

原帖由 FLYBIRD 于 2007-11-3 20:20 发表
WBC势头不错,我们公司原来推荐CBA,ANZ....现在是CBA,WBC.......但我还是喜欢MBL,BNB...嘿...........但买了是个心跳啊........
我只喜欢retail bank。当年新加坡的霸凌（Barings)银行案让我总觉得MBL，BNB之类的金融体系不可靠。选WBC是觉得她比CBA便宜一半，而她的股息和增长率远高过1/2的CBA股息和增长率。p/E也可接受。没鱼，虾也好。

qianqian2007

WBC被各大IB 看好.....我后悔没听公司的分析...买了ANZ......但BNB发展势头不错...而且起码有2大投行是它的SUBSTANTIAL SHAREHOLDERS.....持股比例非常高......况且BNB,MBL对SUB PRIME的EXPOSURE并不是那么大.....当然整个经济大环境对IB的PROFIT会有很大的IMPACT......如果你可以接受点RISK....可以试着买点....但建议BNB到25,MBL到77可以进.......推荐另外一只....CPU.....大家可以关注一下.....

FLYBIRD

卖方的report几乎都是XX。。--------------------------------------------------------Analyst的report，我只看买方的。。

oliverzeno

推荐另外一只....CPU.....大家可以关注一下.....
关注中，多谢。
最近的市场像是被推起来的，有点不敢进，等等吧。