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Great Eastern 20.5

Luzern
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01-Oct-2018 15:19

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If what you say is true, the market is full of idiots and the funds are run mostly by idiots......idiots that actually make $$.

...........All this pump and dump and " undressing" with the Dow future at +167.......

Qanghoo ( Date: 28-Sep-2018 00:52) Posted:

Only idiots undress in the wrong place at the wrong time.

Luzern ( Date: 27-Sep-2018 16:56) Posted:

Tomorrow is Friday, last day of the Quarter.........After qtr end window dressing what do we have............new qtr beginning window undressing on Monday?

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Luzern
Supreme

28-Sep-2018 09:09

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Another day of pump and dump?

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Qanghoo
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28-Sep-2018 00:52

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Only idiots undress in the wrong place at the wrong time.

Luzern ( Date: 27-Sep-2018 16:56) Posted:

Tomorrow is Friday, last day of the Quarter.........After qtr end window dressing what do we have............new qtr beginning window undressing on Monday?

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Luzern
Supreme

27-Sep-2018 16:56

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Tomorrow is Friday, last day of the Quarter.........After qtr end window dressing what do we have............new qtr beginning window undressing on Monday?

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Luzern
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27-Sep-2018 16:19

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Repost from another Thread for easy reference
...........................................................................

Looks like more and more people are doing their due diligent and coming to the same conclusion.

..................................................................................................................................................................................................
Luzern ( Date: 27-Sep-2018 10:20) Posted:

Let me fill in the blanks here,...............reading btw the lines and what is left unsaid.

" To put things into context, for UOB to miss their full-year loans growth target by 1% point, housing loans and building and construction loans would have to contract 3-4% y-o-y, says Phillip Capital analyst Tin Min Ying in a Wednesday report"

Question:
1) How much did the new property sales fell by in Aug 2018.......50% to 60%?
2) How many en bloc sale were called off since the property cooling measures?

.............................................................................................................................................................................

Luzern ( Date: 27-Sep-2018 09:47) Posted:

This was published 2 July 2018........ its unlikely for DBS to down its Greater China exposure from 32% to 16% in a span of 2 - 3 months.......humm...... interesting.

https://shentonwire.net/2018/07/02/dbs-upgraded-to-buy-by-rhb-despite-exposure-to-greater-china-loans/

" ....& ldquo Recent concerns over the U.S.-China trade war has led to DBS& rsquo share price falling 8 percent over the past one month, more than factoring in its loan exposure to Greater China,& rdquo RHB said in a note last week. It noted that DBS& rsquo loan exposure to Greater China is at 32 percent, higher than its two peers& rsquo average of 20 percent."

..............................................................................................................
wavehunter ( Date: 27-Sep-2018 08:08) Posted:

SINGAPORE (Sept 26): United Overseas Bank& rsquo s near-term loans growth is not expected to be affected by trade war and property cooling measures, say analysts.

Between 10-15% of UOB& rsquo s loans book is trade related with the bulk anchored out of South-East Asia. UOB has the largest percentage of Singapore loans (2Q18: 52% of total loans) compared to DBS (47%) and OCBC (41%), and the least exposure to Greater China loans (2Q18: 15% of total loans) as compared to DBS (16%) and OCBC (26%).

Hence, analysts do not expect the trade war to pose significant risks to trade loans growth unless it escalates into an overall global slowdown.

In UOB, 50% of total loans are related to property compared to 42% at DBS and OCBC each. Meanwhile, mortgage-related loans make up 27% of total loans at UOB while building and construction make up the remaining 23%.

Due to drawdowns of previously approved loans, weakness in the property-related loan market may only be felt next year and lending to the property developer market is expected to hold up in the short-term.

To put things into context, for UOB to miss their full-year loans growth target by 1% point, housing loans and building and construction loans would have to contract 3-4% y-o-y, says Phillip Capital analyst Tin Min Ying in a Wednesday report.

Taking into account near-term uncertainties in trade and expectation of a more moderate pace in property transaction volumes, Phillip is forecasting loans growth of 8.4% and 5.9% for FY18F and FY19F respectively.

In addition, rising interest rates are not expected to have near-term impact on Non-Performing Loans (NPL) given unemployment is the driving factor on defaults on housing loans, not interest rates, says Phillip. UOB also assess housing loans using a 3.5% rate on loan repayment, higher than the current interest rate level. Average LTV (Loan-to-Value) in mortgages is 60%.

Some examples of credit considerations by UOB include approval of loan only upon certain percentage of units sold, disbursements according to percentage sales and completion, ring-fencing of proceeds from project, track record of sales history of past projects from same developer to assess potential demand of current project, haircuts on LTV to determine loan amount etc.

In addition, 80% of UOB& rsquo s loan book is pegged to floating rate, and the remaining 20% is pegged to fixed rates.

Meanwhile, the Oil & Gas sector no longer a cause for asset quality concerns. The O& G sector has stabilised, but is unlikely to see consistent recoveries every quarter, says Tin. In fact, O& G non-performing assets were brought down to 10% of its asset value as the collateral value for recovery.

& ldquo Maintain & lsquo & rsquo buy& rsquo with target price of $33.70 based on the Gordon Growth Model,& rdquo says Tin

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Luzern
Supreme

27-Sep-2018 15:28

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just like yesterday...........

Luzern ( Date: 26-Sep-2018 16:24) Posted:

Tody the banks getting the Pump and Dump treatment..........

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Luzern
Supreme

27-Sep-2018 09:49

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Remember what Trump said if he find China meddling with the US Midterm?......Here comes the next 200B+ Tariff.

https://www.bloomberg.com/news/articles/2018-09-26/trump-says-he-has-evidence-china-is-meddling-in-u-s-elections?srnd=premium-asia

"

Trump Says Xi Might Not Be His Friend After Meddling Allegation

Toluse Olorunnipa

&lrm September&lrm &lrm 27&lrm , &lrm 2018&lrm &lrm 5&lrm :&lrm 30&lrm &lrm AM Updated on &lrm September&lrm &lrm 27&lrm , &lrm 2018&lrm &lrm 7&lrm :&lrm 02&lrm &lrm AM

President told UN China sought to help political opponents
China paid for advertising supplement in Iowa newspaper

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Luzern
Supreme

26-Sep-2018 16:41

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What if......in the unlikely event they have nothing to announce at all?

........holding rate steady to assess the impact of the Trade Wars.

Luzern ( Date: 26-Sep-2018 10:24) Posted:

Game of Market Makers vs Market Makers.........some to push up for window dressing, while the other took the opportunity to off load at good prices.

FOMC also very good, give Trump face in not announcing rate hike on 1st day of meeting.

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Luzern
Supreme

26-Sep-2018 16:35

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The more trade deals the US successfully negotiated outside of China will (IMO) enbolden US to take tough actions on China. Especially with US Trade Rep Lighthizer thrown in the equation.

Luzern ( Date: 25-Sep-2018 10:17) Posted:

https://www.bloomberg.com/news/articles/2018-09-24/new-u-s-south-korea-pact-spurs-hopes-for-nafta-china-deals?srnd=premium-asia

"

New U.S.-South Korea Pact Spurs Hopes for Nafta, China Deals

South Korea bought $6.9 billion in U.S. agriculture goods
&lsquo Deal with South Korea is much-needed good news&rsquo : Farm Bureau

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Luzern
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26-Sep-2018 16:24

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Tody the banks getting the Pump and Dump treatment..........

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Luzern
Supreme

26-Sep-2018 10:42

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https://www.scmp.com/property/hong-kong-china/article/2165707/chinas-debt-laden-developers-offer-discounts-and-giveaways

China&rsquo s debt-laden developers offer discounts and giveaways to sell more flats to boost cash flow

Buyers are offered varying levels of discounts off prices and more attractive payment conditions such as longer initial deposit payment period

PUBLISHED : Wednesday, 26 September, 2018, 10:04am

UPDATED : Wednesday, 26 September, 2018, 10:03am

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Luzern
Supreme

26-Sep-2018 10:24

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Luzern
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25-Sep-2018 10:17

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https://www.bloomberg.com/news/articles/2018-09-24/new-u-s-south-korea-pact-spurs-hopes-for-nafta-china-deals?srnd=premium-asia

"

New U.S.-South Korea Pact Spurs Hopes for Nafta, China Deals

South Korea bought $6.9 billion in U.S. agriculture goods
&lsquo Deal with South Korea is much-needed good news&rsquo : Farm Bureau

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Luzern
Supreme

25-Sep-2018 10:16

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1) Banks going up on window dressing and Fed rate hike.......after that, then what?

2) High gearing counters going up on window dressing.........after rate hike how?

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Luzern
Supreme

25-Sep-2018 09:31

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Tug war between......rate hike.....qtr end window dressing.....and increasing bond rate.............................

Dow corrected last night, but Bond auction rate still increased........ effect of the coming rate hike or China selling Treasury.....

Luzern ( Date: 21-Sep-2018 11:00) Posted:

The few questions I have in my mind at the moment

1) Next week Fed meeting on the 25 and 26 september (US Time)will very likely result in a rate hike, this will impact the bank positively (has the market factored this in? What % is the market expecting? will there be surprises?)

2) The implementation of the 200B tariff by US and 60B tariff by China will happen on 24/09/2018 (12:01pm Singapore time). How much of the market are holding hope for a delay or further toning down of the tariff?

3) Treasury auction on 24 and 25 september 2018 (US Time). Will Trump try to push the bond rate down (currently 10yr is at 3.066%) by creating an equity sell off? What excuse is he going to use this time, given the market is reacting lesser and lesser to his usual ploys?.......Will China come into the picture to sell their bond holdings to drive up the Bond rate as a form of retaliation?

4) Why isn' t the USD strengthening against the CNY these few days? Even after China relaxes the CNY trading band. The demand of USD has dropped and/or the demand for CNY have increase........or have the supply of USD have increased?

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Qanghoo
Supreme

24-Sep-2018 13:45

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Frankly, I had asked that kind of qn before when I was in school yrs back. I have said what I said I I stand by it.

Luzern ( Date: 24-Sep-2018 13:37) Posted:

" .......................Walt Whitman Rostow and the then Prime Minister of Singapore Lee Kuan Yew have argued that the U.S. intervention in Indochina, by giving the nations of ASEAN time to consolidate and engage in economic growth, prevented a wider domino effect.^[19]

................."

That and a series of events including Deng XP coming to Singapore and meeting LKY and Deng subsequent controlling of China and decided to focus more in China' s development helped to stop the spread of communism in SEA. Communism were very popular to the poor people, SEA at that time were full of very very poor people. The threat was very real then.

Qanghoo ( Date: 24-Sep-2018 11:05) Posted:

Is that so? The whole of Indo China is now under communist control. There was a lot of talk abt the domino theory. But if one were to look at the actual happenings, there appeared no communist overruning the rest of SEA at all. Maybe, Sukarno might have fallen if not for his timely downfall. But where else in SEA was threatened?

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Luzern
Supreme

24-Sep-2018 13:37

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Qanghoo ( Date: 24-Sep-2018 11:05) Posted:

Luzern ( Date: 24-Sep-2018 11:00) Posted:

Base on the primary reason for the Vietnam war, the US is victorious.......... the rest of South East Asia are protected. They only lost the former French Colonies.

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Luzern
Supreme

24-Sep-2018 13:03

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https://www.bloomberg.com/news/articles/2018-09-24/china-developers-key-funding-source-at-risk-in-sales-crackdown?srnd=premium-asia
"

China Developers' Funding Source at Risk in Sales Crackdown

Guangdong may scrap pre-sales to limit property speculation
Developers already squeezed by bond sale, shadow banking curbs

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Luzern
Supreme

24-Sep-2018 13:01

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https://www.bloomberg.com/news/articles/2018-09-23/default-rattles-investors-in-asia-s-best-performing-stock-market?srnd=premium-asia
"

Default Roils Investors in Best-Performing Asia Stock Market

NSE Volatility Index climbs to highest level since February
India&rsquo s IL& FS missed payments on three note series on Friday

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Qanghoo
Supreme

24-Sep-2018 11:26

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Walau, like some so insightfully presicted. Sp bks taking all kinds of risks n are now being hammered, really hammered. Come Q4, maybe hammered more leh.

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