C*****r
发帖数: 171 | 1 最近C跌了不少，其他银行却没怎么跌，向各位大牛请教一下。我周五入了一些C，想做
个短期的反弹。 | c********g
发帖数: 1106 | 2 是不是C有很多海外业务，升息不会带来很多好处？
【在 C*****r 的大作中提到】
: 最近C跌了不少，其他银行却没怎么跌，向各位大牛请教一下。我周五入了一些C，想做
: 个短期的反弹。
| m******p
发帖数: 677 | 3 同问 一大牛说C不受华尔街待见 如当年BAC被打到5元
C和T是我今年踩的两大地雷 deleted frm my watchlist | N*****d
发帖数: 9872 | 4 抄底的人太多了。过去十年严重underperform bac, jpm.
也许未来十年会赶超 | D*****i
发帖数: 2068 | | W*******Q
发帖数: 275 | | D*****i
发帖数: 2068 | 7 Jane Fraser
MBA白女。
【在 W*******Q 的大作中提到】
: CEO还是烙印吗？
| k****h
发帖数: 944 | 8 I think that the legacy problem is one main reason. C has been considered
poorly managed for a long time. Even earlier this year, they messed up with
one fund transfer and lost quite a bit.
With a reputation of poor management, investors evaluate it at a lower price
, comparing to its peers, like BOA GS.
Its return to assets is also lower than those of its peers, given its poor
management.
On the other hand, C may be substantially undervalued:
Its P/E is only 5.7, and its dividend per share is 3.36%, both among the top
of big banks.
Its tangible asset value is significantly higher than the stock price. As
such, C is continuously buying back its flood shares.
Jane stepped up as the new CEO early this year. Hopefully the management
issue can be improved.
In conclusion, it should be safe to buy at this moment.
【在 C*****r 的大作中提到】
: 最近C跌了不少，其他银行却没怎么跌，向各位大牛请教一下。我周五入了一些C，想做
: 个短期的反弹。
| C*****r
发帖数: 171 | 9 多谢大牛解答！
with
price
top
【在 k****h 的大作中提到】
: I think that the legacy problem is one main reason. C has been considered
: poorly managed for a long time. Even earlier this year, they messed up with
: one fund transfer and lost quite a bit.
: With a reputation of poor management, investors evaluate it at a lower price
: , comparing to its peers, like BOA GS.
: Its return to assets is also lower than those of its peers, given its poor
: management.
: On the other hand, C may be substantially undervalued:
: Its P/E is only 5.7, and its dividend per share is 3.36%, both among the top
: of big banks.
| d******n
发帖数: 1 | 10 C 上个Q主要是BUYBACK没有实现， 而且sell Korean unit也受阻。
C的老问题08以前就存在了，希望在全球每个BANK section都插一手。结果都做好是不
可能的。
现在的方向是对的。 可以入。也在我们红包的CANDIDATE LIST 里。 |
|
