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ocbc buyers fight back from the shortists
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chartistkaohz
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21-Mar-2025 15:48
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2318hk dividendhkd1.62 ex 15/525 paid 30/6/25. Yield5.79 | ||||
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chartistkaohz
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21-Mar-2025 15:43
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In 2025, the performance of major U.S. tech stocks, including the FAANG companies (Meta Platforms, Apple, Amazon, Netflix, and Alphabet) and other significant players like Microsoft, Nvidia, and Tesla, has been mixed. Here's an overview:
FAANG Stocks: Meta Platforms (META): Currently trading at $586.00, up 0.27% from the previous close. Apple (AAPL): Trading at $214.10, down 0.53%. Amazon (AMZN): At $194.95, a decrease of 0.29%. Netflix (NFLX): Priced at $950.84, down 0.92%. Alphabet (GOOGL): Trading at $162.80, a decrease of 0.65%. Other Major Tech Stocks: Microsoft (MSFT): Currently at $386.84, down 0.28%. Nvidia (NVDA): Trading at $118.53, up 0.82%. Tesla (TSLA): Priced at $236.26, an increase of 0.14%. Market Trends: The "Magnificent Seven"?Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla?have experienced an average decline of 15% this year, contributing to 95% of the S&P 500's 6% drop. This downturn is largely due to institutional investors selling off these stocks. Despite this, these companies remain dominant, trading at 18 to 30 times projected 2025 earnings, except for Tesla at 85 times. Analyst Insights: Microsoft: Despite an 8% decline this year, analysts like Dan Ives of Wedbush remain optimistic, maintaining an "Outperform" rating with a $550 price target, citing strong growth in Azure and AI revenues. Nvidia: Benefiting from its role in AI development, Nvidia continues to show strong growth prospects. Economic Considerations: The current U.S. job market mirrors the 1990s dot-com era, raising concerns about a potential economic downturn similar to the 2000 bust. Factors such as robust wage growth, a nearly fully employed workforce, and high demand for new technology, especially AI, contribute to this apprehension. Conclusion: While major U.S. tech stocks have faced declines in 2025, their strong market positions and ongoing innovation, particularly in AI, suggest potential for future growth. Investors should monitor economic indicators and company-specific developments when considering these stocks. |
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chartistkaohz
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21-Mar-2025 15:27
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https://ycharts.com/companies/HSBC/dividend_yield | ||||
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chartistkaohz
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21-Mar-2025 15:25
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HSBC (0005.HK) might be attractive at a 6% yield, but whether it's a good buy depends on multiple factors, including its earnings trajectory, interest rate environment, capital returns, and geopolitical risks.
Key Considerations: 1. Dividend Sustainability: HSBC has a history of strong dividends, but it also cut them in 2020. Check if earnings and capital buffers support a sustained 6% yield. Its capital return policy, including share buybacks, has been aggressive post-2023, which could support long-term value. 2. Interest Rate Outlook & NIM Impact: HSBC benefits from higher interest rates due to its strong deposit franchise. If rates remain elevated, net interest income should stay strong. However, a Fed rate cut cycle could compress margins. 3. China & Hong Kong Exposure: HSBC is heavily tied to China and Hong Kong. Given China's slow recovery and real estate sector risks, loan impairments remain a concern. Regulatory pressures from both Western and Chinese governments could add volatility. 4. Valuation: HSBC traded at a low P/B in 2023 due to concerns over China, but it remains one of the strongest global banks. If it remains undervalued relative to its history and peers, it could be a contrarian opportunity. 5. Wealth Management & Asia Strategy: HSBC is pivoting further into Asia, which could boost long-term growth. Wealth management expansion, particularly in Singapore, might offset weakness in China. Verdict: If you're comfortable with China-related risks and see HSBC?s capital returns (dividends + buybacks) as sustainable, it could be a good long-term value play. However, if China?s economy worsens, further downside is possible. Would you consider HSBC, or do you prefer Singapore banks like OCBC and UOB? |
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chartistkaohz
Veteran |
21-Mar-2025 15:21
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HSBC (0005.HK) might be attractive at a 6% yield, but whether it's a good buy depends on multiple factors, including its earnings trajectory, interest rate environment, capital returns, and geopolitical risks.
Key Considerations: 1. Dividend Sustainability: HSBC has a history of strong dividends, but it also cut them in 2020. Check if earnings and capital buffers support a sustained 6% yield. Its capital return policy, including share buybacks, has been aggressive post-2023, which could support long-term value. 2. Interest Rate Outlook & NIM Impact: HSBC benefits from higher interest rates due to its strong deposit franchise. If rates remain elevated, net interest income should stay strong. However, a Fed rate cut cycle could compress margins. 3. China & Hong Kong Exposure: HSBC is heavily tied to China and Hong Kong. Given China's slow recovery and real estate sector risks, loan impairments remain a concern. Regulatory pressures from both Western and Chinese governments could add volatility. 4. Valuation: HSBC traded at a low P/B in 2023 due to concerns over China, but it remains one of the strongest global banks. If it remains undervalued relative to its history and peers, it could be a contrarian opportunity. 5. Wealth Management & Asia Strategy: HSBC is pivoting further into Asia, which could boost long-term growth. Wealth management expansion, particularly in Singapore, might offset weakness in China. Verdict: If you're comfortable with China-related risks and see HSBC?s capital returns (dividends + buybacks) as sustainable, it could be a good long-term value play. However, if China?s economy worsens, further downside is possible. Would you consider HSBC, or do you prefer Singapore banks like OCBC and UOB? |
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chartistkaohz
Veteran |
21-Mar-2025 15:09
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Your skepticism is valid?why buy Ping An when it has a 5% dividend yield, but the share price has dropped over 70%? Here?s how I?d break it down:
1. The Yield Trap ? 5% Yield Doesn't Mean Safety A high dividend yield can be misleading if the company can?t sustain its payout. Ping An's earnings are pressured by China?s real estate downturn and investment losses?if profits drop further, dividends may be cut. A falling share price with a high yield can signal market doubts about future earnings stability. 2. Historical Price Decline ? What Went Wrong? Stock fell >70% because of: Real estate exposure: Heavy investments in Chinese developers, which have struggled. Regulatory pressures: China's financial sector faced tighter regulations, limiting profitability. Weak economic sentiment: Market doubts about China?s recovery and consumer confidence. A cheap valuation alone doesn?t mean upside?fundamentals must improve. 3. Cheap for a Reason? P/B near historic lows (~0.6x-0.7x)?but banks/insurers tied to weak economies can stay cheap for a long time. ROE has declined?Ping An had a strong ROE historically, but can it recover? Compare to other insurers?AIA and Prudential trade at much higher valuations because their earnings are more stable. 4. Is There a Turnaround Story? If you believe China's economy will recover, Ping An could benefit. If regulations ease and real estate stabilizes, some pessimism might reverse. But no clear catalyst yet?markets need proof of earnings stabilization. Conclusion ? Avoid the Falling Knife? Unless you have strong conviction that earnings will recover, a cheap price and high yield aren?t enough reasons to buy. It?s better to wait for signs of profit stabilization and improving fundamentals before jumping in. Otherwise, it could be a classic value trap. |
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chartistkaohz
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21-Mar-2025 15:02
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你 的 分 析 逻 辑 很 符 合 巴 菲 特 的 投 资 理 念 ， 即 估 值 便 宜 、 优 质 企 业 长 期 具 备 韧 性 。 以 下 几 点 可 以 进 一 步 补 充 你 的 思 考 ：
1. 估 值 便 宜 ： 低 市 净 率 （ P/B） 目 前 中 国 平 安 的 市 净 率 接 近 历 史 低 点 ， 表 明 市 场 已 经 对 房 地 产 风 险 做 了 较 大 程 度 的 定 价 。 如 果 市 场 悲 观 预 期 过 度 ， 而 平 安 的 核 心 业 务 依 然 稳 健 ， 长 期 来 看 可 能 提 供 较 好 的 安 全 边 际 。 巴 菲 特 投 资 银 行 股 时 ， 也 会 关 注 P/B， 例 如 他 在 市 净 率 接 近 1倍 时 买 入 美 国 银 行 （ BAC） 。 2. 长 期 ROE表 现 稳 健 ROE（ 净 资 产 收 益 率 ） 是 巴 菲 特 评 估 公 司 盈 利 能 力 的 重 要 指 标 之 一 。 过 去 即 使 遇 到 宏 观 挑 战 ， 平 安 的 ROE仍 能 保 持 较 高 水 平 ， 说 明 其 核 心 业 务 （ 保 险 、 银 行 、 资 管 ） 仍 然 有 竞 争 力 。 如 果 未 来 ROE能 维 持 10%甚 至 更 高 ， 而 P/B接 近 1倍 或 更 低 ， 意 味 着 潜 在 的 长 期 回 报 率 可 能 较 有 吸 引 力 。 3. 市 场 已 经 计 入 房 地 产 风 险 ？ 目 前 市 场 主 要 担 忧 中 国 的 房 地 产 相 关 风 险 （ 包 括 按 揭 贷 款 、 开 发 贷 等 ） 。 但 平 安 本 质 上 是 一 家 综 合 金 融 公 司 ， 业 务 不 仅 限 于 房 地 产 相 关 领 域 ， 长 期 仍 依 赖 保 险 业 务 的 稳 定 盈 利 。 如 果 市 场 已 经 充 分 反 映 最 坏 的 情 况 ， 而 实 际 风 险 没 有 市 场 预 期 那 么 严 重 ， 那 么 现 在 的 估 值 可 能 被 低 估 了 。 4. 巴 菲 特 如 何 看 保 险 股 ？ 巴 菲 特 长 期 持 有 GEICO、 伯 克 希 尔 哈 撒 韦 再 保 险 业 务 ， 因 为 保 险 业 务 提 供 了 ?浮 存 金 ?（ float） ， 可 以 低 成 本 获 得 资 金 进 行 投 资 。 中 国 平 安 的 保 险 业 务 也 具 备 类 似 的 优 势 ， 如 果 管 理 层 能 有 效 投 资 浮 存 金 ， 长 期 仍 有 增 长 空 间 。 关 键 在 于 平 安 能 否 继 续 保 持 稳 健 的 承 保 利 润 和 投 资 收 益 ， 从 而 抵 御 短 期 宏 观 压 力 。 总 结 市 净 率 低 、 市 场 已 计 入 悲 观 预 期 、 ROE仍 具 韧 性 ， 这 些 因 素 符 合 巴 菲 特 喜 欢 ?好 公 司 在 市 场 恐 慌 时 的 便 宜 价 格 ?。 但 仍 需 关 注 ： 未 来 几 年 保 险 业 务 能 否 稳 定 增 长 ？ 投 资 组 合 的 风 险 如 何 管 理 ？ 房 地 产 风 险 是 否 还 有 更 大 爆 雷 ？ 如 果 你 相 信 平 安 的 核 心 业 务 能 稳 住 ， 长 期 来 看 可 能 存 在 低 估 的 机 会 ， 但 也 要 有 耐 心 和 风 险 控 制 策 略 。 |
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chartistkaohz
Veteran |
21-Mar-2025 14:59
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中 国 平 安 （ Ping An, 2318.HK） 近 期 因 房 地 产 投 资 风 险 和 中 国 经 济 增 长 放 缓 持 续 承 压 ， 市 场 对 其 不 动 产 投 资 敞 口 仍 有 疑 虑 。 不 过 ， 它 的 **5%股 息 收 益 率 （ yield） 和 低 股 价 （ 可 能 低 于 历 史 平 均 估 值 ） **确 实 让 一 些 价 值 投 资 者 开 始 关 注 。
是 否 值 得 买 入 ？ ✅ 买 入 理 由 ： 1. 估 值 便 宜 目 前 中 国 平 安 的 市 净 率 （ P/B） 已 接 近 历 史 低 点 ， 市 场 可 能 已 经 计 入 了 房 地 产 相 关 风 险 。 过 去 即 使 面 临 宏 观 挑 战 ， 平 安 长 期 仍 能 维 持 较 高 ROE， 说 明 基 本 业 务 仍 有 韧 性 。 2. 5%+股 息 回 报 目 前 的 股 息 收 益 率 在 5%左 右 ， 在 港 股 市 场 算 是 不 错 的 回 报 率 ， 特 别 是 对 稳 健 投 资 者 有 吸 引 力 。 但 关 键 是 派 息 是 否 可 持 续 ， 如 果 房 地 产 投 资 继 续 恶 化 ， 可 能 会 影 响 未 来 分 红 。 3. 保 险 业 务 仍 具 韧 性 虽 然 不 动 产 投 资 承 压 ， 但 平 安 的 核 心 保 险 业 务 仍 然 盈 利 稳 定 ， 长 期 来 看 ， 中 国 保 险 市 场 仍 有 增 长 空 间 。 近 年 来 公 司 也 在 推 动 财 富 管 理 、 医 疗 健 康 等 业 务 转 型 ， 试 图 减 少 对 传 统 寿 险 的 依 赖 。 ❌ 风 险 因 素 ： 1. 房 地 产 投 资 继 续 压 降 ， 可 能 影 响 短 期 业 绩 平 安 的 大 额 不 动 产 投 资 （ 包 括 房 企 债 务 、 持 有 物 业 等 ） 仍 然 是 市 场 关 注 的 焦 点 。 由 于 中 国 政 府 对 房 地 产 行 业 的 ?去 杠 杆 ?政 策 仍 在 推 进 ， 平 安 可 能 不 得 不 继 续 计 提 资 产 减 值 ， 短 期 业 绩 承 压 。 2. 市 场 信 心 不 足 港 股 市 场 整 体 估 值 低 迷 ， 资 金 外 流 问 题 尚 未 改 善 。 许 多 投 资 者 仍 对 中 国 企 业 （ 尤 其 是 与 房 地 产 相 关 的 金 融 股 ） 持 观 望 态 度 。 3. 保 险 业 务 的 长 期 增 长 放 缓 中 国 保 险 行 业 面 临 人 口 老 龄 化 、 消 费 者 需 求 变 化 、 代 理 人 数 量 减 少 等 挑 战 ， 影 响 新 业 务 增 长 。 结 论 ： 可 否 买 入 ？ 如 果 你 看 重 高 股 息 +低 估 值 的 修 复 机 会 ， 而 且 能 承 受 短 期 市 场 波 动 ， 那 么 当 前 股 价 可 能 是 一 个 不 错 的 买 入 点 。 但 如 果 你 担 心 房 地 产 风 险 未 完 全 出 清 ， 或 市 场 对 港 股 金 融 板 块 仍 持 谨 慎 态 度 ， 那 可 能 需 要 等 更 明 确 的 信 号 再 考 虑 加 仓 。 你 更 倾 向 于 短 期 博 反 弹 ， 还 是 长 期 持 有 等 估 值 修 复 ？ |
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chartistkao3
Elite |
20-Mar-2025 21:59
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As of December 2024, Oversea-Chinese Banking Corporation (OCBC) and CIMB Group Holdings are actively pursuing a controlling stake in Indonesia' s PT Bank Pan Indonesia (Panin Bank). Both banks have submitted non-binding offers for the stakes held by Australia and New Zealand Banking Group (ANZ), which owns 39.22%, and the Gunawan family, the bank' s founders, who hold 46.52%. IDN FinancialsReuters+1The Star+1 This acquisition interest is driven by the strategic value of expanding into Indonesia' s robust banking sector. Panin Bank' s diverse portfolio, encompassing consumer financing and private wealth management, makes it an attractive target. The bank' s shares have risen significantly, boosting its market capitalization to approximately $2.84 billion. Retail Banker International+1Fintech News+1Reuters+2Fintech News+2Zawya+2 Other financial institutions, including Japan' s Mitsubishi UFJ Financial Group and Sumitomo Mitsui Banking Corp, have also expressed interest in acquiring a stake in Panin Bank, indicating a competitive bidding environment. Retail Banker International+1Reuters+1 The potential acquisition aligns with OCBC' s and CIMB' s strategies to strengthen their presence in Southeast Asia' s growing markets. A successful acquisition could enhance their profitability and regional influence. Asian Banking & Finance
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chartistkao3
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20-Mar-2025 19:57
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choose where to put your money carefully in 2025 https://www.youtube.com/watch?v=i6iBAuwBODA
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chartistkaohz
Veteran |
20-Mar-2025 15:34
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As of March 20, 2025, here are the current interest rates for 6-month fixed deposits from DBS, OCBC, and UOB, compared to the latest 6-month MAS Treasury Bills (T-bills) yield:
The latest 6-month MAS T-bill, issued on March 18, 2025, has a cut-off yield of 2.56%. It's important to note that fixed deposit rates and T-bill yields can fluctuate based on market conditions. Additionally, fixed deposits typically require a minimum deposit amount and may have penalties for early withdrawal, whereas T-bills are government-backed securities that can be sold in the secondary market if liquidity is needed before maturity. Investors should consider their individual financial goals and liquidity needs when choosing between these options. DBs 6 months FD rates 2 3% minimum sum $1000 Ocbc 6 months FD rates 2 45% minimum sum $30000 Uob 6 months FD rates 2 4% minimum sum $10000 |
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chartistkaohz
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20-Mar-2025 15:03
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As of March 20, 2025, here are the latest dividend details for DBS, OCBC, and UOB:
DBS Group Holdings Ltd (SGX: D05): Final Dividend for Q4 2024: Dividend Amount: SGD 0.60 per share Ex-Dividend Date: April 7, 2025 Record Date: April 8, 2025 Payment Date: April 16, 2025 This final dividend represents an increase from the previous quarters' dividends of SGD 0.54 per share, bringing the total dividend for FY2024 to SGD 2.22 per share, a 27% increase compared to the previous year. Oversea-Chinese Banking Corporation Limited (OCBC) (SGX: O39): Final Dividend for FY2024: Dividend Amount: SGD 0.40 per share Ex-Dividend Date: April 5, 2024 Record Date: April 8, 2024 Payment Date: April 19, 2024 Additionally, OCBC announced a bonus issue of one new share for every ten existing shares held, with these bonus shares qualifying for dividends starting from Q1 FY2024. United Overseas Bank Limited (UOB) (SGX: U11): Final Dividend for FY2024: Dividend Amount: SGD 0.92 per share Ex-Dividend Date: April 25, 2024 Record Date: April 26, 2024 Payment Date: May 9, 2024 UOB also declared a special dividend of SGD 0.50 per share and announced a SGD 2 billion share buyback program as part of a capital return package totaling SGD 3 billion. Please note that dividend declarations, including amounts and dates, are subject to approval by the respective banks' boards and may change. For the most accurate and up-to-date information, it's advisable to consult the official investor relations pages of DBS, OCBC, and UOB. |
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chartistkaohz
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20-Mar-2025 10:20
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When HSBC shares rally, OCBC shares may follow for several reasons:
1. Regional Banking Sentiment ? HSBC is a major global bank with significant exposure to Asia. A rally in HSBC shares often reflects strong investor confidence in the Asian banking sector, which can positively influence OCBC as a leading Singapore bank with regional exposure. 2. Interest Rate and Macro Trends ? If HSBC is rallying due to rising net interest margins (NIM), strong loan growth, or favorable macroeconomic conditions, OCBC could benefit from similar tailwinds, especially given its presence in key Asian markets. 3. Wealth Management & Treasury Income ? HSBC and OCBC both have sizable wealth management businesses. If HSBC reports strong earnings from wealth management and treasury income, it may signal a favorable environment for OCBC?s similar business segments. 4. China and Hong Kong Exposure ? HSBC has substantial exposure to China and Hong Kong, and a rally in its stock could indicate improving economic conditions in these markets. OCBC, through Wing Hang Bank and Bank of Ningbo, also has exposure to China, so positive developments there could lift OCBC?s stock as well. 5. Investor Rotation into Banks ? When investors turn bullish on banks, they often look beyond just one institution. If HSBC is seen as benefiting from a strong banking environment, investors may also buy OCBC, expecting similar gains. Would you like to explore specific catalysts behind HSBC?s recent rally and how they could impact OCBC? |
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chartistkaohz
Veteran |
20-Mar-2025 09:07
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OCBC's interest in acquiring Panin Bank is likely driven by several strategic reasons:
1. Expanding in Indonesia?s Growing Banking Market Indonesia has a large, young, and underbanked population, making it an attractive market for long-term banking growth. Rising middle-class wealth and digital banking adoption present strong opportunities for banks to expand. 2. Strengthening OCBC?s Regional Presence OCBC already has a presence in Indonesia through Bank OCBC NISP, in which it owns about 85%. Acquiring Panin Bank could significantly increase OCBC?s market share in Indonesia, allowing it to compete better with larger local and foreign banks. 3. Leveraging a Weak Rupiah for a Cheaper Acquisition As the IDR weakens against the SGD, the cost of acquiring Panin Bank in SGD terms becomes lower, making it a financially attractive move. 4. Panin Bank?s Strong Network and Assets Panin Bank is one of Indonesia?s top-10 banks by assets, with a solid branch network and customer base. Its local expertise, combined with OCBC?s financial strength, could create synergies in wealth management, corporate banking, and digital banking. 5. Potential to Gain ANZ?s Stake and Majority Control Reports indicate that ANZ is looking to exit its 38.82% stake in Panin Bank. If OCBC can acquire ANZ?s stake and negotiate with the Gunawan family (46.52% ownership), it could take a controlling interest in Panin Bank. If OCBC succeeds, it would reinforce its position as a major ASEAN financial player, similar to how DBS expanded in Indonesia through Bank Danamon. The key risks would be regulatory approvals, integration challenges, and currency fluctuations affecting profitability. Sgd rupiah 12528 |
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chartistkaohz
Veteran |
20-Mar-2025 08:30
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Yes, if the Indonesian Rupiah (IDR) weakens against the Singapore Dollar (SGD), OCBC would need to spend less in SGD to acquire Panin Bank, assuming the acquisition price is denominated in IDR. A stronger SGD relative to IDR effectively reduces the cost for OCBC, making the deal more attractive financially.
However, currency fluctuations can also impact the valuation of Panin Bank's assets, profitability, and the future earnings OCBC would derive from the acquisition. If the IDR remains weak, it could affect Panin Bank's earnings in SGD terms, influencing OCBC's long-term return on investment. If OCBC moves forward with the deal, it will likely consider both the short-term FX advantage and the long-term prospects of Indonesia?s banking market. |
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chartistkaohz
Veteran |
20-Mar-2025 08:27
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As of December 2024, the Gunawan family, founders of Panin Bank in 1971, held a 46.52% stake in the bank. This stake is held through PT Panin Financial Tbk, which owns 46.04% of Panin Bank. The remaining shares are owned by Votraint No. 1103 Pty Ltd (38.82%) and other domestic and international public shareholders (15.14%).
In December 2024, it was reported that OCBC and CIMB had submitted non-binding offers to acquire the stakes held by both the Gunawan family and ANZ, aiming for a controlling interest in Panin Bank. However, as of March 2025, there have been no confirmed updates regarding the completion of this acquisition. |
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chartistkao3
Elite |
20-Mar-2025 06:13
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chartistkao3
Elite |
20-Mar-2025 06:07
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As of March 18, 2025, Indonesia' s Jakarta Composite Index (JCI) experienced a significant decline, falling nearly 4% due to concerns over diminishing consumer spending and the financial implications of President Prabowo Subianto' s social programs. The index hit a four-year low after dropping as much as 7.1%, which led to a temporary trading halt. Financial Times+1Financial Times+1 In contrast, during March 2020, the JCI faced substantial volatility amid the global onset of the COVID-19 pandemic. On March 9, 2020, the index saw one of its largest single-day point losses, dropping by 361.73 points (approximately 6.58%), closing at 5,136.81. However, later that month, on March 26, 2020, the JCI recorded one of its largest single-day point gains, rising by 401.27 points (around 10.19%), closing at 4,338.90. Wikipedia Comparing these periods, both March 2020 and March 2025 were marked by significant market volatility. In 2020, the fluctuations were primarily driven by the uncertainties surrounding the emerging global pandemic. In 2025, the declines are attributed to domestic economic concerns, including reduced consumer spending and apprehensions about expansive government social programs. As of March 18, 2025, the JCI' s decline reflects investor concerns over Indonesia' s economic outlook, influenced by both internal policies and external economic pressures. The recent market reactions underscore the importance of monitoring fiscal policies and their impacts on investor confidence. As of March 18, 2025, the Jakarta Composite Index (JCI) closed at 6,223.39, marking a 3.84% decline from the previous trading day. Trading Economics+2countryeconomy.com+2indonesia-investments.com+2 This significant drop is attributed to rising concerns over diminishing consumer spending and the financial implications of President Prabowo Subianto' s social programs. The index reached a four-year low after falling as much as 7.1% during the trading session, which led to a temporary trading halt. Financial Times Additionally, the Indonesian rupiah has depreciated by approximately 2% against the US dollar this year. February' s data reported a rare year-on-year deflation and a decline in consumer confidence, reflecting pressures on Indonesia' s middle class due to lack of formal employment and a declining manufacturing sector. Financial Times President Prabowo' s spending policies, such as the $28 billion annual nationwide free meals program, have strained national finances and led to austerity measures affecting infrastructure. The potential resignation of Finance Minister Sri Mulyani Indrawati has further unsettled investors. In response to these economic challenges, Bank Indonesia unexpectedly cut interest rates earlier this year and revised its economic growth outlook. Financial Times Economists suggest that another rate cut may be necessary to boost sentiment amid economic uncertainties and competition from Chinese goods
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chartistkaohz
Veteran |
19-Mar-2025 13:53
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11:40 PM EDT, 03/16/2025 (MT Newswires) -- HSBC Holdings (HKG:0005) bought back 5,279,215 shares in Hong Kong and London on Friday, according to a Monday bourse filing.
The British lender repurchased 2,308,815 shares in the UK at a weighted average price of 8.66 pounds sterling and 2,970,400 shares in Hong Kong at a weighted average price of HK$85.49. Since the program started, HSBC has repurchased 89,345,111 shares for a total consideration of about $1.01 billion. Upon cancellation of the repurchased shares in the UK, the bank will have 17,766,085,171 ordinary shares with voting rights. Copyright © 2025 MT Newswires, http://www.mtnewswires.com. All rights reserved. MT Newswires does not provide investment |
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chartistkaohz
Veteran |
19-Mar-2025 09:13
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As of March 19, 2025, the U.S. stock market has been experiencing significant volatility, primarily due to recent economic policies and trade tensions. Major indices like the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have seen notable declines since the beginning of the year.
President Trump's recent implementation of substantial tariffs on imports from China, Mexico, and Canada has led to retaliatory measures from these trading partners. This escalating trade war has contributed to stock market losses and a decline in consumer confidence. Analysts have differing views on the market's future trajectory. While some, like Michael Cembalest of J.P. Morgan, advise caution and suggest waiting for further market corrections before investing, others see potential catalysts for a rebound, such as a possible easing of tariff policies or unexpected productivity gains from advancements in artificial intelligence. As of now, there is no specific information regarding a planned selloff on April 1, 2025. However, given the current market conditions and ongoing economic uncertainties, investors are advised to stay informed and exercise caution in their investment decisions. |
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