[美股]【C 交流专区】花旗集团 Citigroup Inc

黄大侠

原帖由 葉芬 于 24-8-2009 11:24 PM 发表
Citigroups

Price          Support          Pivot Point          Resistance
4.70                    4.43              4.71                     4.99


支撐點在 4.99， 要是會沖過就。。。 。。。。。

4.95  了。。。快了。。

九陽

citibank 万岁!万岁!

葉芬

好消息 / 壞消息？

Market: US
Notice have been received that Citigroup Inc may undergo a mandatory reverse split.
Stock Name/Code: Citigroup Inc, C / C912
Effective Date: N/A
Rate: Between 2 to 30 old for 1 new

黄大侠

原帖由 葉芬 于 25-8-2009 08:48 AM 发表
好消息 / 壞消息？

Market: US
Notice have been received that Citigroup Inc may undergo a mandatory reverse split.
Stock Name/Code: Citigroup Inc, C / C912
Effective Date: N/A
Rate: Between 2 ...

那来的消息？

葉芬

原帖由 黄大侠 于 25-8-2009 09:49 AM 发表


那来的消息？

我那很盡責的 Dealer sent 來的。

joanne27

几时，不知会像AIG after split 就往上冲

葉芬

原帖由 joanne27 于 25-8-2009 10:09 AM 发表
几时，不知会像AIG after split 就往上冲

After Split 後一定是向下的。。。
過後要有好消息支持才會上回。

钻石与水

原帖由 葉芬 于 25-8-2009 08:48 AM 发表
好消息 / 壞消息？

Market: US
Notice have been received that Citigroup Inc may undergo a mandatory reverse split.
Stock Name/Code: Citigroup Inc, C / C912
Effective Date: N/A
Rate: Between 2 ...

该不会这样衰吧？昨晚还以4.84进了不少=.=

黄大侠

原帖由 葉芬 于 25-8-2009 10:17 AM 发表


After Split 後一定是向下的。。。
過後要有好消息支持才會上回。

那。。。现在是在观察期吗? 我想进场了。如果等split了过后再来买。。会不会比较好呢？
你的dealer很不错嘛。。我的remiser很少报料给我的

葉芬

After Split 後一定是向下的。。。
過後要有好消息支持才會上回。


不過有時也很難說。。
像AIG 她Split時是遇到 市場下跌時期，所以一Split就跌了好多。
要是Citigroups Split 時是像上星期五那樣上漲的市場，就沒問題啦。



我的Dealer 是 1流 的 Remisier。
有用他的人應該非常清楚。

[ 本帖最后由 葉芬 于 25-8-2009 02:54 PM 编辑 ]

风生水起大师

昨晚看着它冲到5.00时就像在看世界杯

PolisDiRaja

原帖由 葉芬 于 25-8-2009 02:52 PM 发表
After Split 後一定是向下的。。。
過後要有好消息支持才會上回。


不過有時也很難說。。
像AIG 她Split時是遇到 市場下跌時期，所以一Split就跌了好多。
要是Citigroups Split 時是像上星期五那樣上漲的市場 ...

split?? 那手上有2000share可以变成多少呢？

葉芬

原帖由 风生水起大师 于 25-8-2009 03:09 PM 发表
昨晚看着它冲到5.00时就像在看世界杯

那下次沖過十元時 就像在看。。。。。。。。？？

原帖由 PolisDiRaja 于 25-8-2009 03:16 PM 发表


split?? 那手上有2000share可以变成多少呢？

票會變少了。。不過還未知是從多少張變成1張。
也許 20，
也許 30 ...



[ 本帖最后由 葉芬 于 25-8-2009 03:19 PM 编辑 ]

黄大侠

原帖由 葉芬 于 25-8-2009 02:52 PM 发表
After Split 後一定是向下的。。。
過後要有好消息支持才會上回。


不過有時也很難說。。
像AIG 她Split時是遇到 市場下跌時期，所以一Split就跌了好多。
要是Citigroups Split 時是像上星期五那樣上漲的市場 ...

你是用什么投资银行的？OSK吗？我的reminser说，这个消息已经传很久了。。
刚看到了这个消息。。大家来分析一下。。

Citigroup: When a Potential $44 bln Loss is Good NewsBy Ockham Research|Aug 24, 2009, 2:32 PM|Author's Website  

“Take a look at stocks in the Citigroup shares are in the as you can see up 4%. And they expect the bank to face another $44 billion in loan loss the over the next 18 months, but says the capital is now strong and that’s enough to give the stocks a boost.” — Fox Business Network 8/24/2009
In early afternoon trading, shares of Citigroup (NYSE:C) have risen as much as 5% on very heavy volume. The news surrounding Citi today is that analyst David Trone at Fox-Pitt Kelton has said that the bank still faces huge loan losses; however, he also said that the bank is adequately capitalized to survive thanks to the “painfully dilutive” conversion of preferred shares to common equity. On the face of it, this sounds like a dire prediction, but the market has interrupted this as a positive. Which makes us wonder what were the market’s expectations for Citi previously?
It stands to reason, based on the strength of Citi today, that the market was anticipating that loan losses could have been worse, possible even endangering the survival of the bank. The analyst note also said that Citi could potentially face even steeper losses of $68 billion if the economy takes a turn for the worse over the next eighteen months. When you consider the fact that Citi currently has a market cap in the mid-$50 billion range (depending on what source you use, this is the largest we have seen), that could put the bank in serious jeopardy and hurting for more capital.
Pardon us for being a wet blanket, but this sort of news does not inspire confidence in Citigroup. We always knew that there were skeletons in the closet of Citi’s balance sheet, but this analyst opinion being “better-than-expected” is scary. We are not sure what the future holds, but it does seem at least fairly likely that the economy will see a W-shaped recovery. This report suggests that Citi would have a very difficult time facing the second leg down without further assistance. With the government already owning 34%, is there any doubt who will foot the bill for that infusion were it necessary?
David Faber of CNBC has made the point that Citi is still only beginning to see the effects of the dilution from forced conversion, and when everything is concluded there will be 23 billion shares outstanding. That is 4x the number listed on Yahoo Finance and more than twice the number listed on Google finance. All of that dilution should be complete in the next few weeks. To expect Citi’s share price to hold at this level over the next few weeks could be a very tall order.
Our valuation at Ockham remains Fairly Valued as it may in time turn out to be a great buying opportunity, but we are risk averse for the long term. Dilution is indeed going to be painful to common shareholders. With the latest opinion from Trone being taken as a sign of good news, we are staying far away from recommending buying these shares. The bank is in a the process of a huge restructuring, and is possibly splitting the company into a dual structure. There is just too much not too like here, and too many unknowns. For our investment style, it is simply not worth the risk.

PolisDiRaja

原帖由 葉芬 于 25-8-2009 03:17 PM 发表



那下次沖過十元時 就像在看。。。。。。。。？？






票會變少了。。不過還未知是從多少張變成1張。
也許 20，
也許 30 ...

哇，变少。。。。
那不是要赶快丢票？？？

黄大侠

大家来分析一下

“Take a look at stocks in the Citigroup shares are in the as you can see up 4%. And they expect the bank to face another $44 billion in loan loss the over the next 18 months, but says the capital is now strong and that’s enough to give the stocks a boost.” — Fox Business Network 8/24/2009

In early afternoon trading, shares of Citigroup (NYSE) have risen as much as 5% on very heavy volume. The news surrounding Citi today is that analyst David Trone at Fox-Pitt Kelton has said that the bank still faces huge loan losses; however, he also said that the bank is adequately capitalized to survive thanks to the “painfully dilutive” conversion of preferred shares to common equity. On the face of it, this sounds like a dire prediction, but the market has interrupted this as a positive. Which makes us wonder what were the market’s expectations for Citi previously?

It stands to reason, based on the strength of Citi today, that the market was anticipating that loan losses could have been worse, possible even endangering the survival of the bank. The analyst note also said that Citi could potentially face even steeper losses of $68 billion if the economy takes a turn for the worse over the next eighteen months. When you consider the fact that Citi currently has a market cap in the mid-$50 billion range (depending on what source you use, this is the largest we have seen), that could put the bank in serious jeopardy and hurting for more capital.

Pardon us for being a wet blanket, but this sort of news does not inspire confidence in Citigroup. We always knew that there were skeletons in the closet of Citi’s balance sheet, but this analyst opinion being “better-than-expected” is scary. We are not sure what the future holds, but it does seem at least fairly likely that the economy will see a W-shaped recovery. This report suggests that Citi would have a very difficult time facing the second leg down without further assistance. With the government already owning 34%, is there any doubt who will foot the bill for that infusion were it necessary?

David Faber of CNBC has made the point that Citi is still only beginning to see the effects of the dilution from forced conversion, and when everything is concluded there will be 23 billion shares outstanding. That is 4x the number listed on Yahoo Finance and more than twice the number listed on Google finance. All of that dilution should be complete in the next few weeks. To expect Citi’s share price to hold at this level over the next few weeks could be a very tall order.

Our valuation at Ockham remains Fairly Valued as it may in time turn out to be a great buying opportunity, but we are risk averse for the long term. Dilution is indeed going to be painful to common shareholders. With the latest opinion from Trone being taken as a sign of good news, we are staying far away from recommending buying these shares. The bank is in a the process of a huge restructuring, and is possibly splitting the company into a dual structure. There is just too much not too like here, and too many unknowns. For our investment style, it is simply not worth the risk.

风生水起大师

原帖由 葉芬 于 25-8-2009 03:17 PM 发表



那下次沖過十元時 就像在看。。。。。。。。？？

我还兴奋的用相机录起来从4.99冲进5.00的那一刻，可惜不清楚不然可以放上来给大家爽一下。

葉芬

原帖由 黄大侠 于 25-8-2009 03:25 PM 发表


你是用什么投资银行的？OSK吗？我的reminser说，这个消息已经传很久了。。
刚看到了这个消息。。大家来分析一下。。

Citigroup: When a Potential $44 bln Loss is Good NewsBy Ockham Research|Aug 24, 200 ...

我是用CIMB-GK Securities.

對，我知道這消息已傳很久。。
不過這次可是來真的囉。。。

m.i.k.e

原帖由 葉芬 于 25-8-2009 02:52 PM 发表
After Split 後一定是向下的。。。
過後要有好消息支持才會上回。


不過有時也很難說。。
像AIG 她Split時是遇到 市場下跌時期，所以一Split就跌了好多。
要是Citigroups Split 時是像上星期五那樣上漲的市場 ...

我的Dealer 是 1流 的 Remisier。
有用他的人應該非常清楚。

有用他的人應該非常清楚。
你是在推销洗发水,是吗?  

像AIG Split時是遇到 市場下跌時期，所以一Split就跌了好多。
请注意用词, 像AIG的情况是叫做 Reverse Split.....不是 Split.
不要误导新人.....

葉芬

原帖由 m.i.k.e 于 25-8-2009 03:49 PM 发表


有用他的人應該非常清楚。
你是在推销洗发水,是吗?  

像AIG Split時是遇到 市場下跌時期，所以一Split就跌了好多。
请注意用词, 像AIG的情况是叫做 Reverse Split.....不是 Split.
不要误导新人.....; ...

嘻嘻 今天我定是踩著你尾巴了。。



對不起，我放錯字。。
現在就讓我們請 國際論壇的麥麥 來解釋下。

我代大家先謝謝他/她。