Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Which is why I called one out on here recently.
It's not a habit I make and I CBA'd getting in to spats.
Keep posting.
PRU's response.. (that should have read)
Has $2 Billion of exposure to Chinese property debt
and local government debt (the $2 bn is the combined number).
PRU us response say ..their Chinese property exposure is..
well diversfied.
What type of levels we should look for..
Appreciate this is a guideline only.
Https://www.investorschronicle.co.uk/news/2024/03/20/prudential-powers-its-profits-but-not-its-buybacks/
Pretty fair article and decent write up.
OK, so no contact note to show an extremely well timed Sale of PRU shares this morning then. Right.
I thought you would be delighted with the opportunity to show your great trading skills ...
I will leave it at that.
You are getting yourself in s bit of a tangle here.
I'm asking you to post an individual contact note for one of the trades you have mentioned.. so for example one of your sales this morning at the open..
Just post one of these.. it's a simple request.
Poker, thanks for the view.
Mary, post your contracts notes ...
Then we can see you for the genius that you are..
A 15% fall for PRU in one day would be extraordinary (all be it can still happen) so a more gradual decline, IF PRU is going lower still, is perhaps the more likely trajectory.
IF it follows AIA, and AIA had significantly outperformed PRU in SP tetms over 5 years - there is another 5% to come off.
It may not play out that way
AIA is also arguably favoured by the CCP - and in China
that is vitally important under Xi's leadership.
PRU is more than China and HK clearly, however a sale of
those businesses to AIA, might be the way to go.
* a comment rather than a critique.
And I will post exactly what I want to -
but thanks for the suggestion.
I
I will leave it for others to assess the veracity of your posting. Not that the bulk of posters would give a second
thought to this in any case.
At 8.02 this morning you posted ...adding.
Now suddenly you ...trimmed at the open.
And there is scant yield support on PRU.
AIA is in a stronger postin China and HK as well v PRU.
The FT last year referred to PRU as an AIA ..wanna be.
Why would PRU be treated differently...