Hsbc Share Discussion Threads

[spud] 20/10/2020 09:29

Back to yer Banjo pluckin' Jo...spud

[jostrummer] 20/10/2020 08:42

ready for the next leg down?

[peddlers] 19/10/2020 10:51

Who cares.
The share price is going up.
It has been for around a month.
Drawing a FIB (a load of old bollcks IMO) to arrive at 53p is not likely to pan out

[karv1] 19/10/2020 08:53

4.9% growth in China between July and September versus recession in many countries.
If I was in charge of HSBC I would be moving every bit of spare capital I had to Asia.

Interest Rate in China 3.85% 0.55% in Hong kong.
UK 0.1% and Maybe going negative interest rates uk/EU/USA with huge debt with unemployment not looking good and the BOE is likely to be printing money again soon. Credit agency downgraded uk again with odds of more to come. I do not think the pound is going to have a great time versus the dollar over the next few years tho a short 10% swing could happen depending on deal or no deal.. It could be a rough few years ahead plus whatever effect Brexit will have.
This is why I picked HSBC as it profits are mainly from non-UK.
Everything is a gamble this is my gamble. All of USA CHINA hong kong problems versus the problems in the rest of the world is having and how low the share price has become.
Risk versus reward.

[chestnuts] 18/10/2020 19:21

Spud

But you dont even know the liability HSBC have to Hong Kong housing.

[spud] 16/10/2020 16:25

Chestnutcase - The man with zero credibility!spud

[karv1] 15/10/2020 23:11

If you get a housing crash you simply do not move is what people here did they just went into negative equity people are not going to make them selfs homeless. banks will take some hits if there is a recession.
Banks survived the financial recession when they could not raise money from anywhere and HSBC was one of the stronger banks back then.
HSBC reserve during the last financial ression was CET1 ratio 8.4% it is now 15% the bank is so much more healther than it was 12 years ago.

[chestnuts] 15/10/2020 22:54

Karv

What percentage of assets are held in Hong Kong, because when you have a housing bubble of 17 times earnings compared to the norm of 3 could put a massive strain on HSBC when the bubble bursts.

[karv1] 15/10/2020 22:44

53p is just pure nonsense if you really believe this I would give up stock trading if i was you, if you are shorting GL many people lose.
If they got nationalized HSBC would sue china in every country that china had assets in. I can not see this happening anyway the financial fall out for china would be huge. no chart will tell you this.
A company with 190 billion net assets with 33 billion distributable funds is never going to be worth 15 billion.

[gaffer73] 15/10/2020 21:57

We'll find out in a couple of weeks.

[chestnuts] 15/10/2020 21:50

Gaffer

One thing i have learnt once a crook always a crook and hsbc are the biggest in the world, you have to ask your self what are they hiding

[gaffer73] 15/10/2020 21:43

Not if they keep making 6b a year

[chestnuts] 15/10/2020 21:32

Spud

heres a couple of charts i posted a few weeks ago, I dont know when HSBC will hit my target, but they will the system is broken and either they will go bust or nationlised or just hit 53p and survive.



free stock charts from uk.advfn.com



free stock charts from uk.advfn.com

[karv1] 15/10/2020 17:40

I am still hoping for the 51c, they could make 8 billion in the second half + 2 billion from first half. Going by how well the US banks have done and how well china is doing it is possible. They may even lower the ECL from the first half plus there is BREXIT if it goes badly could drop the pound by over 10%.
I think if the CET1 ratio is above 15% they would find it hard not to pay decent returns.I read somewhere that PING said they like HSBC dividends and expect them to return payouts and are in contact with HSBC tho it did,t say the amount add this to pressure from other big investors a 51c return would send HSBC back to 400+ in a matter of days. I can hope.

[datahead] 15/10/2020 16:33

Karv. - broker estimates are already out on divis - and whilst they dont know anymore than we do they are 15c for 2020 and 30 And 35c for 21 and 22So i would say no the 51c is not going to happen for sure in my opinion. With profits down hsbc want be able to afford it

[peddlers] 15/10/2020 16:14

Well at least that's the stamp duty and 3 quid broke fee paid.

[peddlers] 15/10/2020 16:02

Did you forget to add the decimal point

[karv1] 15/10/2020 11:27

53p is abit silly that would valuve the company at $13 billion with $197 billion total shareholder funds. with $33 billion spare cash.
HSBC is normally known for being very strict on there lending criteria.

[spud] 15/10/2020 11:26

53p!!!

I don't suppose you can share your in-depth working analysis as to how you came by this figure....?

spud

[chestnuts] 15/10/2020 11:18

When talking dividends just look at hong kong housing market 17 times earnings, how much is HSBC exposed to this, every share holder should ask them selves why as the banks led the downward movement in the ftse and the ftse as been quite stable, maybe its because the people who have sold knows some thing we dont, and the banks have not been telling the truth about their balance sheets. 53p here we come

[watfordhornet] 15/10/2020 11:11

Very little unless COVID disappeared.Not their choice and cannot see U.K. relaxing until more visibility in terms of how and when Covid will end