Hsbc Share Discussion Threads

[anley] 28/4/2016 10:09

So its the last sentance you need to concentrate on.......wait........

[speedsgh] 28/4/2016 09:51

HSBC share price at attractive entry point -

Revenue opportunities at HSBC (HSBA) may be difficult to find but the dividend is sustainable and the shares are well priced.

Berenberg analyst James Chappell retained his ‘buy’ recommendation and target price of 600p on the shares, which fell 1.4% to 462.9p yesterday.

‘We spent three days with HSBC in Hong Kong and China meeting regional and senior management, as well as some of the bank’s clients. It is clear that revenue opportunities, which meet both HSBC’s 10% return hurdle and its risk parameters, are difficult to find,’ he said.

‘However, the group’s focus on delivering on its absolute cost reduction targets and not deviating from its tight risk control remain. We therefore see the dividend as sustainable and believe that current valuations provide an attractive entry point, especially if the shares are sold off during an expected weak Q1 2016.’

[woodhawk] 27/4/2016 16:47

anley,

For such a 'serious investor', I'm surprised you have time to waste with inane remarks in a forum like this.

[anley] 27/4/2016 16:29

IANOOD........when you invest you have to debate if a purchase or sale is to be made...........that is what my dealing desk does...........

We are buyers but still looking at where the entry point is......20016 or 2017...
the price may be higher than it is at the moment but the story will have changed so you can see we are serious investors and not short term dealers.

Hope this helps..........

[ianood] 27/4/2016 15:34

Few "if's" in there

[marko1961] 27/4/2016 14:29

Anley i totally agree with your post

[anley] 27/4/2016 13:27

For some who have asked try this from my dealing desk:

HSBC's business strategy appears to have collapsed over the last five years. The grand design of HSBC as a global bank in a Citi fashion has not worked.

Asian operations are the weak spot of HSBC: if the China-led slowdown intensifies, the area will certainly drag down the bank's returns, capital position, and the stock price.

HSBC's perceived lack of global strategy, its exposure to a recessionary area, and the organizational impact of severe cuts should drag its stock price down in 2016 and 2017.

[jeffian] 27/4/2016 10:41

Don't ask.

[marko1961] 27/4/2016 09:48

Ball deap. Based on what

[ball deap] 27/4/2016 00:28

All short traders better kill their positions soon, you have been warned!!!

[marko1961] 25/4/2016 10:12

Allways makes me laugh when its called the United states of america. Cos that is the one thing they aren't. UNITED.

[ball deap] 25/4/2016 00:59

Hold tight guys this is worth holding long. !!! Don't believe the hype !!!

[jeffian] 24/4/2016 18:17

"our own economic research is very clear about the advantages of Britain being at the heart of a reformed EU."

Aye, but it isn't, is it, and it never will be. Certainly if we vote to stay in, that will be the signal to the eurocrats that they can do whatever they want with little fear of repercussions via any democratic process. Ironically, a 'leave' vote might be the catalyst to jolt them into real reform.

[scottiedog4] 24/4/2016 15:25

Not for much longer.

[torbie] 24/4/2016 13:26

I am not sure who he thinks he is but I can tell you he is the president of the United States of America

[marko1961] 22/4/2016 17:32

There we have it direct from obamas mouth. If uk vote to leave the uk would be at the back of the queue for any trade dealsDespite our special relationship. Who the hell does he think he is. After we have all suffered due to the banking collapse that they caused.

[marko1961] 22/4/2016 13:12

That quite clearly is a sell signal should the vote be to leave

[speedsgh] 22/4/2016 11:32

AGM Statement -

Re dividend...
"we are ever more conscious of the importance of our dividend to shareholders and in 2015 HSBC represented the second largest dividend payer in the FTSE and the third largest dividend payer amongst banks globally."

"Our objective is clearly to build on this strong history but as I said in my statement accompanying the Annual Report and Accounts for 2015, prospective dividend growth will be dependent upon the long-term overall profitability of the Group and delivering further release of less efficiently deployed capital."

Re EU referendum...
"So maybe this is the right point to say a few words around the Referendum to clarify our position.

HSBC is not affiliated to either campaign. Nor will we be making a donation to either side. It is not appropriate for us to be drawn into a political debate that goes far beyond economics. Ultimately, the question of how to vote is a question for the British people.

However on the economic arguments, our own economic research is very clear about the advantages of Britain being at the heart of a reformed EU.

From our own narrow perspective, a decision to leave could require a restructuring of some of HSBC's wholesale operations based in the UK. This would clearly depend upon the terms on which the UK would have access prospectively to European markets should the UK vote to leave. We have a major bank in France so have the option to move some staff currently in London to Paris if required.

The more important and unquantifiable risk arises from the potential impact on our customers. We believe that the UK would enter a period of great economic uncertainty in the event of a vote to leave and should the UK economy slow and economic conditions deteriorate as our research suggests, in at least the short to medium term, this would affect many of our customers in the UK and the economic environment we operate in. This is likely to have a negative impact on HSBC."

[marko1961] 21/4/2016 18:04

I would be quite happy to open this up to see what others think

[marko1961] 21/4/2016 17:58

Stevenrevell. Here is my reasoning. Interest rate have gone down from zero to negative, PE ratios are somewhat lofty now . And good old china. Not only it is slowing down. It hit a brick wall many quarters ago. I for one dont believe a single word that they come out with. I have some nice shorts built up over recent months and all doing nicely. I have also bought some shares to keep. And bought and flipped some for a quick profitI would urge caution just be careful and dont be greedy. I have a moto. Leave some for the next man. ie when im happy with my profit i get out. It has worked for me for years.

[marko1961] 21/4/2016 14:21

Soz i have been keeping a close eye on my short on next.

[marko1961] 21/4/2016 14:18

Stevenrevell yes i believe they will