p*********r
发帖数: 4593 | 1 在2009年刚拿TARP的钱,就要买 Coroprate Jet.
The board of C also don't like the Vikram and has plan for this moment at
least 6-9 months ago, probably when Michael Oneill was assigned as the
chairman of the board.
It's quite obvious that wall streets prefer white guy to run the US big bank
. C got upgraded by CLSA today. The target price is changed from $31 to $43. | f*******h
发帖数: 721 | 2 不是Indian vs white 的问题，是这家伙就一江湖骗子，连AIG和BAC当年比C惨的多的
都恢复了，C还是靠砸锅卖铁撑着，现在还没找到好的盈利模式。
巴菲两年前就对很多大银行评论过，他对别的银行看好，但说C是个different story,
it will keep shrinking。
bank
43.
【在 p*********r 的大作中提到】
: 在2009年刚拿TARP的钱,就要买 Coroprate Jet.
: The board of C also don't like the Vikram and has plan for this moment at
: least 6-9 months ago, probably when Michael Oneill was assigned as the
: chairman of the board.
: It's quite obvious that wall streets prefer white guy to run the US big bank
: . C got upgraded by CLSA today. The target price is changed from $31 to $43.
| f*******h
发帖数: 721 | 3 真正张扬的只有Jamie Dimon。就看他整天骂政府和联储，别的银行CEO都老实得跟孙子
似的。但是人家是真正有本事。
bank
43.
【在 p*********r 的大作中提到】
: 在2009年刚拿TARP的钱,就要买 Coroprate Jet.
: The board of C also don't like the Vikram and has plan for this moment at
: least 6-9 months ago, probably when Michael Oneill was assigned as the
: chairman of the board.
: It's quite obvious that wall streets prefer white guy to run the US big bank
: . C got upgraded by CLSA today. The target price is changed from $31 to $43.
| p*********r
发帖数: 4593 | 4
,
That's not true. C's international business will help C long terms because
BAC and WFG don't have much international business. Only JPM has exposure.
MS and GS also have international business. However, they are more like in
investment/wealth management area.
Also keep in mind to make stock going up doesn't necessary to have to have
revenue growth. As long as the company can consistently make good money. C
now seems to be able to make decent profit. $3B/quarter is quite good money.
Less than JPM and WFG, but much better than BAC. If they can cut cost
further down, it should be able to make $15B/year.
The chairman of C, Michael Oneill turned around Bank of Hawaii, and made its
stock tripled. What he did is just cutting cost, close those unprofitable
branches and business units. If C can consistently deliver $15B/year profit
with flat revenue(or even slightly decrease), its stock will go back to $45-
$50.
【在 f*******h 的大作中提到】
: 不是Indian vs white 的问题，是这家伙就一江湖骗子，连AIG和BAC当年比C惨的多的
: 都恢复了，C还是靠砸锅卖铁撑着，现在还没找到好的盈利模式。
: 巴菲两年前就对很多大银行评论过，他对别的银行看好，但说C是个different story,
: it will keep shrinking。
:
: bank
: 43.
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