Hsbc Share Discussion Threads

[gateside] 05/2/2007 10:58

HSBC has leap frogged both BP. and more recently RDS, and now has the largest Market cap in the FTSE100

[miata] 05/2/2007 09:23

In HK traders began reducing their positions ahead of the Chinese New Year holidays. The Hang Seng closed down 108 points. HSBC fell 0.80 hkd or 0.6%.
Tokyo's fall weighed on the HK market, stock re-weighting may also be occurring (China Life and ICBC are expected to join the HSI).


FT - rumours HSBC might be interested in taking over Prudential.
Daily Express - talk HSBC is mulling over a 900 pence a share bid approach for Prudential.
Mail on Sunday - HSBC/Prudential. Could such a merger work? There have been worse ideas, but getting all the terms right and winning backing from the City would prove a hard slog

[chairman2] 05/2/2007 09:09

financeguru

- what are your costs then for a sale and buyback
of the same shares 1% 2%??

I run two portfolios of same size: cash and shares
the interest on the cash portfolio is certain and hard to beat.
on he shares dividends are crucial in overcoming costs of trading

[miata] 05/2/2007 09:04

Good ? ! Double whammy.

[anna7979] 05/2/2007 08:17

Strong chance' of UK rates rise

There is a "strong possibility" that interest rates in the UK will rise in February, according to a report.



good for hsbc!!!!!!! and others

[financeguru] 02/2/2007 19:10

the reason for the sale is quite simply that it is a more permanent and less costly than the spreadbet or shorting the stock. no real cost involved....worst case scenario is I am wrong and don't get back in at a low level, however I feel that that is unlikely. I concede that it may be longer than a week to see the full impetus of what I feel is a substantial fall in the share price but it will come. long term view is that there will be some major upside potential but not for a while. I believe there are better pickings elsewhere at the moment. We shall see!!!!

[kenbachelor] 02/2/2007 18:47

Financeguru - And having seen them bounce off 910p twice recently, I was thinking of buying this time.

[mickey take] 02/2/2007 18:47

financeguru- If that is the case, why didn't you take out a short or spreadbet?

[crontab] 02/2/2007 18:41

Rising bad debts, MIATA? I should have thought the worst is behind us with regards to credit quality impairment.

[financeguru] 02/2/2007 18:23

sold all my hsbc shares today at £9.37 on the basis that I will be able to buy them back over the next few weeks at around £9.00 or less. IMHO prepare for a large drop in share price next week!!!

[gnik] 31/1/2007 18:34

Whats the current yield on these.

[miata] 31/1/2007 17:02

Today: Markets are not steady, at least in Asia. The Shanghai market today posted its biggest single day loss in more than six months. Hong Kong shares ended sharply lower, on massive selling, as the market felt a ripple effect from the steep fall in the mainland market. The benchmark Hang Seng Index ended down 354 points or 1.7% at 20,106 following comments by a Chinese government official who voiced concerns that the markets could be overheating which in turn bolstered expectations that mainland authorities will implement more measures to cool China's economy and the stock markets.

Outlook: Weak U.S. housing market, slowdown in its investment banking, rising bad debts. Got to see some signs of US interest rates falling before the shareprice will start growing.

Forecasts
Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-06 33,770.05 12,354.01 77.83p 12.0 1.0 +12% 40.74p 4.4%
31-Dec-07 36,677.95 13,270.70 82.65p 11.3 0.6 +19% 44.13p 4.7%
31-Dec-08 39,372.54 14,576.69 90.36p 10.3 1.1 +9% 48.75p 5.2%

[financeguru] 31/1/2007 16:55

anyone care to comment!!!! us$ has strengthend, markets are steady, dividend yield is solid, lots of cash going into the market = HSBC share price steadily falling and most definately out of favour!!!! WHY?????? very confused!!

[crontab] 26/1/2007 14:09

The move up from the end of last year should be good for banks.

[financeguru] 25/1/2007 09:23

Can someone tell me when the full year figures are due?

[crontab] 19/1/2007 17:01

Good volume on the rise this week augers well for the near future.

[crontab] 19/1/2007 13:14

The mid-year hiatus last year was attributed by some to tightening by the BoJ.
With the next rise looking likely next month, I am wondering if history will repeat itself.

[miata] 19/1/2007 12:57

This morning Morgan Stanley said the shares looked oversold.

Garry Evans, head of Pan-Asia equity strategy at HSBC, said both the Hong Kong and mainland stock markets are likely to see a correction of about 10 percent within the first quarter of this year, which would provide a buying opportunity for investors. He expects the benchmark Hang Seng Index to reach 21,500 by the end of this year, with much of the upside coming from mainland-related shares.

I'm expecting a mild positive relative performance by HSBC next week as switching out of China stocks into HK blue chips (HSBC & China Mobile account for more than half the capitalization of the Hang Seng Index) is likely to continue.

[crontab] 18/1/2007 19:35

You're right of course; it has been and will continue to be an influence; there is no denying that. But was it the influence here?
How do you explain all the non-$ denominated dividend stocks that also took a haircut at exactly the same time?
The $ effect is a nebulous one.

[miata] 18/1/2007 19:18

Obviously you have'nt read all my pre hoc posts, which have shown the causal relationship! See also the correlation in the third and fourth graphs above.

[crontab] 18/1/2007 18:27

You are pronounced guilty of the post hoc ergo propter hoc fallacy, Miata.

[miata] 18/1/2007 17:22

HSBC made it to 926p today, but Benny's speech focusing on the US budget gap 'crisis' hit the dollar and therefore also HSBC's shareprice.

[gateside] 18/1/2007 07:38

Good analysis... thanks crontab.