Standard Chartered Share Discussion Threads

[mo123] 17/2/2022 16:32

Lovely jubbly, lots of jam today. Easy peasy.

[dandigirl] 17/2/2022 12:17

A cost-to-income ratio in CPBB still around 60 per cent!

[mo123] 17/2/2022 11:33

Return on tangible equity of 10% by 2024.
Chase the growth. Ignore the shibboleth.

[dandigirl] 17/2/2022 11:02

Singularly unimpressive figures.

Again, jam tomorrow.

Despair at yet more concentration on China.

Buy-backs indicate that Bank is not able to deploy all capital available.

Besides they rarely work to move the share price as intended.

SP at a big discount to NAV.

Winters has had time enough to make a difference - and hasn't.

Time to move on Billy boy.

[alfred] 17/2/2022 10:08

Doesn't matter what the growth prospects are if the board continue to treat the shareholders dismissively. Ungenerous dividend record, dismal share price performance, little enterprise or corporate action. Why would you invest? Ignore the platitudes from management.

[mo123] 17/2/2022 09:40

Outlook- The Group remains in great shape and in an enviable position. We exit the second year of the pandemic rooted in markets with strong growth prospects.

Doesn't exactly read as Terminal.

[qantas] 12/2/2022 14:22

4Q'21 (Full year) financial results | Thursday, 17 February 2022

[mo123] 31/1/2022 09:53

Chunky upgrade from GS, raises STAN PT TO 815.

[asagi] 26/1/2022 10:00

thank you coxsmn, that likely explains the strength this morning.

Asagi (long STAN)

[coxsmn] 25/1/2022 18:28

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UBS RAISES STANDARD CHARTERED PRICE TARGET TO 580 (530) PENCE - 'BUY'

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[mo123] 02/12/2021 16:02

Seems to be some liquidity coming back into the prop sector. Some Co's offering Chinese bonds within their home mkt. The CP is also expected to relax the rules soon.
Kaisa Group Holdings Ltd. has failed to win bondholder approval, and funding is now expected to remain tight over next 6 months.

[qantas] 28/11/2021 19:13

BBC News - Omicron symptoms mild so far, says South African doctor who spotted it

[mo123] 18/11/2021 12:26

Sold most to be on the safe side, just in case a large fallout materialises throughout the Chinese prop sector.

"We still believe an Evergrande default is highly likely,” S&P Global Ratings analysts said Thursday

[mo123] 05/11/2021 10:02

Added a few this morning as it seems reasonably priced at this level.
Could be quite a few debt for equity swaps in Chinese prop sector.

BERENBERG CUTS TARGET TO 600 (630) PENCE - 'BUY'

UBS RAISES TO 'BUY' (NEUTRAL) - PRICE TARGET 530 (510) PENCE

[dandigirl] 03/11/2021 11:59

jackdaw: zero, I think. Saw a list of Evergreen’s banks the other day. STAN not on it.

[mo123] 03/11/2021 08:57

jackdaw - Commercial real estate total $18B equating to only 6% of loans/advances.
Must be said though not all of the loans will go bad and as Qantas points out the price to book at less than .5 makes it look good value.