Barclays Share Discussion Threads

[spoole5] 17/7/2018 16:57

No deal brexit and this hits 150!

[portside1] 17/7/2018 16:37

the uk voters have been stitched up by may who never had attention of delivering a clean Brexit or anything like a deal it was a set up by her and big business and eu to string it out for the voters to get sick of the whole issue

the answer is their
boycott the elections

[mercer95] 17/7/2018 14:36

Ever since he claimed to be in his 70s & then called the CEO of TESCO a CANCER even after being asked to stop it was pretty obvious to me what he is, I’m indifferent, it’s a FAKE PROFILE, I don’t like what he stands for & I depend on these threads for my living, so yeah, I’ll always push back, it’s in my nature, nobody uses these threads much anyway

[jordaggy] 17/7/2018 14:16

Mercer, I'm beginning to think you don't like Potty.

[mercer95] 17/7/2018 13:45

Of course you will Mr Magoo, add that to the money you get for being a PAID TROLL & you will still have £200k No one cares moron, real traders don’t talk about money, they know every shareholder is of equal importance, why don’t you upgrade big shot, why the hell do I have to pay for your 14,000 posts of utter tosh & garbage.You always complain about freeloaders & liars but you’re the biggest one PORTSIDE1 # TROLL

[portside1] 17/7/2018 13:35

Bernie I have a lot of barcs and will now make well over 200k over the next 9 months

[mercer95] 17/7/2018 11:24

Stay on point spoole5, ignore them, they are like mosquitoes in the jungle,all that matters is the market, the sp, the only truth that matters.

[spoole5] 17/7/2018 11:17

Well that lasted!!

[bernie37] 17/7/2018 10:52

Portside1 I hope your crystal ball is right on the share price going to 300p

[portside1] 17/7/2018 08:39

Bernie thanks for the post it tells me to buy more so will
I see over 300p by full results in feb

[johnwise] 16/7/2018 21:26

TOMMY ROBINSON: new court date, new judges
Video

[mercer95] 16/7/2018 21:18

If my post earlier about PORTSIDE1 being a TROLL is a negative for this thread feel free to tick me down & I’ll stop posting, I just can’t see what he contributes GLA

[ny boy] 16/7/2018 21:01

We’ll soon be through 194p, financials lead the gains on Wall Street

[action] 16/7/2018 21:00

Dow sector leaders financial and telecom .Laggards energy and material

[action] 16/7/2018 20:54

Support 185p and resistance 194p

[mercer95] 16/7/2018 20:47

That’s a long post bernie,trying to knock my post about PORTSIDE1 being a TROLL off the front page, have your fun but during the day don’t clutter up the threads, during the Cold War they came up with an acronym M.A.D. Stands for Mutually Assured Distruction No one wins, these threads work both ways.

[m1k3y1] 16/7/2018 20:44

It is evident from this information, that Jes hasn't got a clue what to do next !!!

[bernie37] 16/7/2018 20:22

Barclays Mulls U.S. Push as Activist Looms
Executives debate whether greater exposure to the U.S. retail market could both generate revenues and fund its U.S. operations more efficiently
Barclays’s headquarters in the Canary Wharf district of London. The lucrative U.S. market has long drawn European banks trying to expand out of saturated home economies.
Barclays’s headquarters in the Canary Wharf district of London. The lucrative U.S. market has long drawn European banks trying to expand out of saturated home economies. PHOTO: SIMON DAWSON/BLOOMBERG NEWS
By Max Colchester
July 16, 2018 7:02 a.m. ET
2 COMMENTS
LONDON— Barclays BCS +1.62% PLC is considering doubling down on America.

Under pressure from activist shareholder Sherborne Investors, the British bank is scrambling to boost its stagnant share price. One path forward: Chief Executive Jes Staley is weighing whether to scale up Barclays’s online U.S. retail bank, according to people familiar with the matter. Other moves could include rolling out its dominant U.K. payments platform stateside. The bank, which is locked in a grinding battle with giants like J.P. Morgan in investment banking, is also putting more capital behind its U.S. credit card operations, one of the people says.

Bank Race
Price-to-book value
Source: FactSet
Barclays
HSBC
JPMorgan
2014
’15
’16
’17
’18
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
The lucrative U.S. market has long drawn European banks trying to expand out of saturated home economies. But they also have a history of getting burned. Some of the biggest European lenders were brought to near collapse by exposure to the U.S. housing market. Several retreated after the financial crisis, unable to compete with U.S. rivals while also dealing with sovereign debt crises at home.

The banks that stuck it out are trying to expand again to take advantage of robust U.S. growth. The Netherlands’s ING Groep NV grew its headcount at its U.S. investment bank by 10% last year, while HSBC Holdings PLC is increasing its unsecured lending business in the U.S.

“Given competition, you have to continue investing in the U.S. to stay relevant on a global scale,” says Magdalena Stoklosa, head of European bank research at Morgan Stanley .

Credit Is Due
Credit card loan charge-off rate, seasonallyadjusted, among top 100 banks by assets
Source: Federal Reserve
Note: Shaded areas show recessions.
%
RECESSION
1990
2000
’10
0
2
4
6
8
10
12
London-based Barclays went deeper than most into the U.S. during the crisis, snapping up a chunk of Lehman Brothers during its collapse. It has since launched an online lender in Delaware which collects term deposits to fund its large U.S. credit card business. Last year the U.S. accounted for 40% of the bank’s profits and about a fifth of the bank’s capital is allocated to the country.


Some investors wonder whether the bank has enough scale in America where it is dwarfed by U.S. rivals. Meanwhile back in the U.K, fears over Brexit’s impact on the British economy continue to weigh on the bank. Its shares trade for 60 % of its book value, compared with 160% for the likes of JP Morgan. Mr. Staley has repeatedly said that Barclays is committed to remaining focused on the U.K. economy. However, Brexit has tempered executives’ risk appetite in the U.K. and growth at its highly profitable British credit card franchise has slowed as the bank’s market share peaks.

Barclays executives are debating whether greater exposure to the U.S. retail market could both generate revenues and fund its U.S. operations more efficiently. The bank recently passed U.S. stress tests and has sucked in $12.5 billion of deposits to its Delaware operation. One idea is to build a U.S. checking account offering, according to people familiar with the matter. A final decision hasn’t been made and timing remains unclear. Barclays executives reason they can run a profitable online banking operation with only a small slice of the U.S. market.

One risk is that Barclays invests just as the consumer lending cycle turns. Despite a strong economy, for instance, banks have suffered from rising defaults among U.S. credit card holders. Credit card charge-offs among top banks hit 3.65% in the first quarter, according to the Federal Reserve, the highest level since 2012.

BARCLAYS U.S. IN NUMBERS

40% of group profits
30% of revenues
10,045 employees out of 79,900
Activist Sherborne Investors wants to see capital moved away from Barclays’s investment bank trading operations. Sherborne took a 5% stake in Barclays earlier this year but has so far not made public its plan to shake up the bank. Barclays’s management says the bank will generate returns equal to its cost of equity by 2020. The bank said it would undertake share buybacks at an unspecified time. So capital for any planned expansion is tight.

It isn’t the first time that Barclays has eyed a bigger U.S. retail banking presence. Around a decade ago Barclays executives had considered whether to buy a U.S. retail bank. This this was shelved in part because it made no sense buying a lender with an extensive number of bricks and mortar branches. Currently, the bank isn’t looking at any big U.S. deals, according to a person familiar with the matter.


Write to Max Colchester at [e-mail]


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[m1k3y1] 16/7/2018 17:55

Barclays considers U.S. push under activist pressure: WSJ

[portside1] 16/7/2018 15:59

I voted out and ever one I know voted out and we new what we were voting for

for mps on the remoaning front , say we did not understand what we voted for is a bloody disgrace perhaps it is those that need to resign and go back to infant school

may has dragged on Brexit with the view of stopping Brexit . to be half in half out is terrible , she must be removed if our paty mps do not get rid of the lying cow then the party is finished .

that's the view of all my family and friends we back mogg and boris cash and others not the scum like Heseltine who is only interested in is 920k a year via uk tax payers money going to the rotten eu

[mercer95] 16/7/2018 15:27

& for the record I’ve called out PORTSIDE1 before as a TROLL

[mercer95] 16/7/2018 15:25

I’m all for free speech but why do you have to post so often, always the same script/ narrative This is a traders thread for BARCLAYS not some Umtata gold mine in Wakanda, paid for by people like me, you need to try & keep the high volume shares/ threads low volume, especially with all this Brexit/ Trade War going on, I’m here every day too, to earn respect you show respect, that’s my opinion anyway.

[portside1] 16/7/2018 15:18

I would sooner have Corbyn and I hate what he stands for , but at least he not a liar like may

if this white paper goes ahead the TIVES WILL GIVE THE COUNTRY TO CORBYN BY A LAND SLIDE