Member Info for MALTMAN

stan trading at 12 times earnings is way too low imho - i compare stan to a company like rolls royce who trade at 22 times!!! both are solid long termers,good divis with years of growth potential ahead of them

an interesting read on the GLOBAL SUPER CYCLE "recognising the upside opprtunities now being witnessed by the shift in the balance of economic and financial power from west to east"

you beat me to it! stan delivers again - profit up 17%, income growing faster than costs, dividend up 10%, sees strong opportunity for further growth in asia/africa and mid east, no sovereign debt exposure to PIIGS, wholesale and consumerbanking saw increased activity as the group captures market share from competitors,only india dissappoints due to inflation factors.

had a top up at these levels today.....couldnt resist, think these prices need to be exploited, tomorrow will tell but i am confident in this company and this is the game we play..

http://www.bloomberg.com/news/2011-08-01/standard-chartered-may-post-a-rise-in-profit-on-cost-controls.html

http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=4404190

if barcs and lloyds dont impress tomorrow with their reports it will drag down stan which may be the opportunity to top up before they report on wednesday

stan will remain in my portfolio for the foreseeable future. Chinese leaders do not like being dependent on the west for exports so it is intentionally focusing on growing its own domestic market, retails sales in china are up 16.8% for the first 6 months of 2011!! I believe you need to invest where the consumer is driving the economy (like the usa used to)

http://www.bloomberg.com/news/2011-07-27/no-fear-in-china-options-as-prices-drop-to-two-year-low-on-economic-growth.html

http://www.dailywealth.com/

its at 12 month lows and doing very well by all accounts

what a report guys, double digit growth in profit compared to first half of 2010, loan impairement lower in first half of 2011 and no direct greek exposure

how many times have we said that? i think stan are due to give an update tomorrow so this may be in anticipation

what a nice dilemma to have....

http://www.bloomberg.com/news/2011-06-22/china-housing-boom-s-spread-to-smaller-cities-poses-dilemma-for-government.html

http://www.telegraph.co.uk/finance/newsbysector/epic/bgdot/8585252/BG-Group-shifts-offices-to-Astana-as-28bn-gas-breakthrough-looms.html

http://www.lse.co.uk/ShareNews.asp?shareprice=STAN&ArticleCode=cg1zqrcr8u38eow&ArticleHeadline=StanChart_appoints_new_India_private_banking_head

in the next five years more than 45 new airports will be opened in china. four major hubs are in the process of being established while facilities in the remote west of china are being created to improve communication links

as a general rule a lot of companies have their financial year end at the end of June, if they sell now this will show up as a loss on their books for this year and they dont want that - so they either wait until july and sell or buy back in in july at these lower prices as a good entry point for the new financial year as normally happens - i think what is happening is a lack of buyers at the moment rather than large sells imho as someone commented at the weekend "we are concentrating too much on greece, who is going to bail out japan and the usa"

lol...good one