yep, thanks WENTY and Kenny8888, all about looking at the bigger picture and agree with you, It's a changing world out there, with changing pressures on all businesses, never more so than now, but without change we wouldn't grow. wouldn't we all like a crystal ball! good luck all and thanks.
Unfortunately i agree, its a tough few years for banks with very low interest rates there is no margin for profit, plus the additional capital requirements, and sentiment from public and legal against them.
IF the EU is such a wonderful place to do Business with , Why are German, Italian, Portugal Banks in so much Trouble? asking for a Bail out? A. Merkel claims: We can't change the rules every 2 years. I would ask All those Remain, Business Leaders. Why is the EU in so much trouble? Surly Not the fault of the BREXIT Vote?
Bank shares will never be the same again. They have to hold more capital which costs money and avoid risky but ultimately more profitable investments. Add to that retail competition I/c from p2p lenders, ppi, and now Brexit, the only way is down
What is going on with share? just does not seem to make sense, down, down, down. Very surprised given the overall position in the markets and as many have said, at this time nothing has changed so far. Seem's overdone to me. But having been a holder for around 8 years and traded regularly I suppose I should know this never reacts as expected! Good luck all.
Its not the sort of company which can really beat expectations. However they do have the potential to surprise on new cost cutting initiatives which is quite likely and also have the potential top reassure on the dividend.
Not wholly convinced on impairments, as there is just as much a likelihood of a favourable outcome with Europe as a negative one and QE and/or rate cut will help - there is still a huge structural demand for property at present which will limit any serious pullback in pricing.
In the meantime everything really is priced in, apart from specific risk in say Deutsche Bank which can hurt sector sentiment.
Sooner or later the mean reversion trade will be on
yes but the S&P is trading very high as well. Why should it fall???? china slowdown is still a problem, asian debt bubble, poor economic data re GDP round the world keeps getting cut. Euro crises kicking the can down the road (not even mentioned brexit). Thias will cause yields to drop.
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