花旗賣識生蛋的鵝

花旗銀行將自己最賺錢嘅SmithBarney賣鬼咗,之後英國RBS倉皇要錢唔要貨咁賣鬼晒在中銀的H股股權,結果累到HSBC再度受壓。

花旗銀行Global Wealth Management分三部分,分別係Citi Private Bank, Citi SmithBarney同埋Citi Investment Research,而Citi Private Bank本身係Citi零售銀行嘅延伸部分(亦係唔賣得嘅原因),而最賺錢係Citi SmithBarney,即係Traveler Group的殘餘部分。依家花旗剩番SmithBarney曉生金蛋,花旗一直以來都係拒賣,依家要侷住賣俾大摩,大家諗吓花旗個狀況可以惡劣到乜到地步?

同樣道理,英國RBS依家係咁掟中銀H股出街係好不智,因為個價一定好爛,但問題係,花旗同RBS可能要承受的資金壓力,比大家想像中仲要大好多,所以都不惜一切,係又賣唔係又賣,總之走咗佬先講。

所以大摩話HSBC隨時見52蚊係好閒,大摩係買SmithBarney果條友,佢最清楚依家係乜嘢市。HSBC集資300億可能都未必夠,因為手上最多衍生工具,除咗花旗就係匯控美國。仲有一件事,英國RBS手頭上有百分之五的匯控股權,RBS班友拋完中銀再拋匯控都夠你頭都痕。

依家仲同HSBC談戀愛,祝你好運。

2 thoughts on “花旗賣識生蛋的鵝

  1. Again, no offense Martin, but so what?

    I’ll be the first to admit I won’t be divorcing HSBC anytime soon. So what if as Morgan Stanley says HSBC is under pressure in the coming few months due to RBS’s antics? As you yourself have said, RBS only holds 5% of HSBC, there’re still plenty of other stuff that can well support it even if RBS f*cks up.

  2. 但係在倫敦,已經被人狂質貨至64港紙水位。匯控係一間股權勁分散的公司,RBS佔百分之五已經是十大股東,現時匯控股價唯一保障係盈富基金。

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