|
發表於 2012-2-1 07:16:47
|
顯示全部樓層
本帖最後由 longdongsilver 於 2012-1-31 21:32 編輯
1. Basel III rules to be implemented will increase all banks' Tier one capital requirement, more capital means less leverage and less profit;
2. Little underwriting activities in new issue markets mean less underwrting revemies for banks to make money;
3. New rules like the Dodd-Frank rule will prohibit banks from doing proprietory trading for its own account, less chances to make money;
4. Low interest rate spread make earning a profit difficult;
5. Loan growth has slow down significantly and lending rules has also been tightened a lot;
6. Banks will only take on new businesses with the blessing from the regulators;
7. Potential loan losses in European soverign debts remain a big issue;
8. Slow in Chinese economy could potentially hurt HSBC's bottom line.
Unless you have a time horizon of more than 2 - 3 years, I wouldn't buy bank stocks for short-term trade.
|
|