证券外汇今日: 10|主题: 16632

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BGA突然发力上扬，有何消息？最后跟贴：之前跌太多，涨回应有价值最后发表：shiningstarzha	luckystar 2016-3-3 12:01	13980	shiningstarzha 2016-3-3 12:16
中国人民银行降准0.5 最后跟贴：降低存款准备金率利好银行股，利好股市，但难于救楼市，对于目前仍处于深度调控环境下的房地产市场来说，也可以说是个利好消息。最后发表：lhz26 ...2	韭菜花花 2016-2-29 21:07	437583	lhz26 2016-3-3 11:32
请教如何转让原始股？？最后跟贴：请教高人，想将自己名下既原始股全部转到老婆名下，是否需要到股票行开账户并且有手续费之类的？谢谢最后发表：saito	saito 2016-3-3 09:33	03559	saito 2016-3-3 09:33
感觉今天足迹被血洗了最后跟贴：帖子说到这里也差不多了，还是关了吧。最后发表：猎梦人 ...2 3 4 5 6	cppbug 2016-2-29 17:36	16225996	猎梦人 2016-3-3 09:23
Nabtrade 什么毛病，打不开了最后跟贴：nabtrade经常出问题,卖了股票要等至少5分钟，才能看到钱，小户做短线要把你急死。最后发表：lhz26	sunhongli 2016-3-2 15:31	84540	lhz26 2016-3-2 23:55
GDP有水份木最后跟贴：最后发表：lhz26	fxdaily 2016-3-2 11:36	33858	lhz26 2016-3-2 23:49
请教老人们一个期货交易到期平仓的常识问题最后跟贴：我自己的理解是：目前各种平台上的石油产品分为期货和现货。期货都会有到期日，到期日的时候如果自己没有平仓，那么平台会强制平掉。另外持仓过夜没有隔夜利息。平台的产品信息里都有描述，很清楚。现货是没有到期日的，拿多久都可以，但会收取隔夜利息。 forex的石油是有合约期限，基本每月中旬到期，自己可以在公司网站查询到具体日期，这个无可挑剔。 IG 和CMC平台上有石油现货，无限期持有。产品描述里有说明，自己可以花时间看一下，或者打客服咨询一下。如果实在不放心，或者想长线持有石油那就选择做这些平台的石油现货。还有就是以上的这些平台其实都是差不多的，我自己都有用过，都算不上好，也算不上坏。一般小资金练手玩都没什么问题。我自己是1-2万的本金，用这些平台没遇到什么不给取钱，或者十分恶劣的后台控制问题。如果想找一个100%没问题的平台确实很困难，花这个时间不如多看看相关的书籍。只是个人的理解，不保证绝对正确，希望对你有帮助。最后发表：wz4500	qingfengsan 2016-2-22 15:21	94020	wz4500 2016-3-2 23:28
MGC, BAL 和 A2m我已经完全看不懂了最后跟贴： climber 发表于 2016-3-2 09:47 真是无语啊，你自己不吃了想转让，卖不掉就说人大奶卖不好，这是什么逻辑啊，你又不是便宜很多，就是自家 ... 那好吧，我去母婴版$26出一桶A2三段，做下对比看看。最后发表：wanghui1015 ...2	icac 2016-3-2 09:32	458783	wanghui1015 2016-3-2 23:10
跟风买了点ECG 最后跟贴：191入手bkl. 最后发表：xjnxjn	jade_yu 2016-3-2 10:43	154673	xjnxjn 2016-3-2 22:47
澳洲第4季度GDP增长0.6% 最后跟贴：太没出息了，这一点就应声而涨。看周五吧。最后发表：sedshy	wucxzx 2016-3-2 11:46	63928	sedshy 2016-3-2 13:05
ASX今天注定了高开最后跟贴： yourock 发表于 2016-3-2 10:27 亏了就当是娱乐消费的心态要不得。除非钱来得很容易。否则如果想象辛苦上班很久才能挣一点钱，那就要慎重 ... 我主张长期投资，但是他需要一些刺激，所以我才说少量资金来炒短期。如果我没有记错，他开车也不甘平淡。我宁愿他在股市上寻求刺激，不要在马路上寻求。最后发表：chenyunsun ...2	laysman 2016-2-23 09:55	305698	chenyunsun 2016-3-2 11:36
为什么银行股这几天都没trading？最后跟贴：his article appeared in the February 2015 ASX Investor Update email newsletter. To subscribe to this newsletter please register with the MyASX section or visit the About MyASX page for past editions and more details. They look fair value given their high dividend yields, but watch for slowing earnings growth. Photo of John AbernethyBy John Abernethy, Clime Asset Management Major bank stocks such as Commonwealth Bank, ANZ and Westpac have delivered solid returns in recent years, delivering not just capital gains but also strong dividends in a low-yield environment. In 2014 those gains stalled somewhat, an indication that big gains in bank stocks may be over for the time being. Indeed, we see a benign environment for banks in 2015, with low economic and credit growth plus higher capital requirements crimping profitability. Earnings growth will be moderate and earnings per share (EPS) and dividend growth will be below recent years. The X-factor that could hit banks, and indeed the whole market, is an overseas shock to markets. Australia's major banks have gained a reputation as highly profitable and solid-yielding stocks. In 2012 and 2013 investors seeking both safety and yield pushed their prices higher. Profits also grew on the back of strong growth in mortgage lending particularly. But 2014 was a mixed year for returns. Most of the major banks' share prices finished the year broadly flat or even drifted lower. The exception was Commonwealth Bank of Australia, which outperformed. A number of factors have crimped share price gains, including the soft Australian economy and the looming threat of the David Murray-led Financial System Inquiry, which has called for greater capital requirements for banks. (Editor's note: Do not read the following ideas as stock recommendations. Do further research or your own or talk to a financial adviser before acting on themes in this article). Low economic growth in 2015 As for the Australian economy in 2015, we see a very, very low growth but benign situation for banks. Interest rates are low and so there is no immediate pressure on borrowers. We expect the economy to grow by only about 2 per cent in real terms, and unemployment increasing. The question is whether rising unemployment will affect loan and mortgage repayments, as well as increasing growth in arrears and non-performing loans. If it does, we expect it to show up in the second half of the year. Few drivers of credit growth We expect few drivers of credit growth. In small-business lending, National Australia Bank has become more aggressive but we do not think there is a lot of support across banks to lend aggressively to small business. In personal lending, while credit cards are high margin they are also high risk and banks are not going to push them aggressively. Corporate lending should also be relatively muted. World markets have opened up again for big businesses to borrow and it is really only mid-cap companies that need to use bank funding. Behind-the-scenes discussions We see greater requirements of capital impeding return on equity (ROE) growth. The major banks will have to raise more capital or retain more capital from profits. There are probably behind-the-scenes discussions with the regulators suggesting the banks should be careful in terms of the extent of mortgage lending and leverage against property. That should slow the rate of growth of mortgage lending. The result of a low-growth economy and higher capital requirements for banks is that profits will grow but at a slower rate than in the recent past. We believe the major banks will grow profits around 3 to 5 per cent. Higher capital requirements will also hurt dividend payouts. Although dividends will not fall, like profits we think they will grow at a slower rate - around 2 to 3 per cent. Risks of an external shock Of course, the big unknown is the chance of an external economic shock that rocks asset markets, which in turn destabilises consumer and business sentiment. There has already been a sharp slump in oil prices, reflecting economic weakness in Europe, and significantly increasing economic and political risks in oil-producing nations and regions such as Russia, South America and the Middle East. There is also the risk of a bond default triggering a major correction in developing and emerging world credit markets. That could create a contagion effect where the negative shock spirals into other markets and regions, as we saw during the Asian financial crisis of 1997-99. Perhaps the biggest potential risk is a savage bond market correction, particularly in the "sub-prime bonds" of Europe. A major market correction could damage domestic sentiment, which could flow through to falling consumer spending and cut demand for credit and business investments. That would hurt the major banks. National Australia Bank (NAB) Looking at the banks individually, NAB offers the best yield. We forecast it to pay a fully franked dividend of $2.07 per share in 2015. With its shares trading at $33.92, that translates to a healthy dividend of 6.1 per cent. NAB's performance has been hurt by its underperforming legacy assets in the US and UK, which it is getting out of. It has been offloading its higher-risk loans from its UK commercial real estate portfolio, and has begun the sale of Great Western Bank through an IPO. Commonwealth Bank of Australia (CBA) CBA is the highest-priced stock among the major banks and the most overvalued according to our research. At $86.19 it trades above our current valuation of $77.17 and has a forecast fully franked dividend yield of 4.8 per cent. CBA's price reflects that it is the most profitable of all the major banks and is one of the best banks in the world on any metric. But that price increases risk. We believe CBA is entering the peak of its earnings cycle and current performance should not be extrapolated into the future. We would like to see a pullback in CBA's shares by around 10 per cent before we were interested. Westpac (WBC) At $33.02, Westpac is trading at fair value and in line with our current valuation of $33.65. With a forecast fully franked dividend of $1.90, its yield is around 5.6 per cent. Westpac has a strong domestic franchise, a conservatively underwritten loan book and, through its 60 per cent holding in BT Investment Management, exposure to the upside from the growth in superannuation. ANZ We believe ANZ provides the best value among the major stocks. At $32.22 it is trading below our value of $36.45, with a forecast yield of 5.9 per cent. ANZ is successfully rolling out its strategy of developing into a super-regional bank, with a growing presence in the Asia-Pacific region that exposes it to the clearest growth cycle for investors: the expansion of Asia's middle classes. That regional diversification helps buffer the bank against domestic risks, including the slowing economy and higher capital requirements. While it is diversifying into Asia, its core Australian and New Zealand operations continue to perform well. ANZ is also well capitalised and reinvests a higher proportion of earnings than the other banks, so grows its intrinsic value faster. Overall, we think the major banks are fair value given their yield. We do not think there will be significant earnings growth, and they should hold prices unless there is an external shock. About the author John Abernethy is Chief Investment Officer at Clime Asset Management, one of Australia's most respected fund managers. For weekly macro-economic insights, market commentary and invites to exclusive events; sign up for Clime's WEEKLY Investing Report. From ASX ASX online courses cover shares, interest-rate securities, warrants and instalments, exchange-traded funds, options and futures. The shares course has 11 modules, each taking 10 to 15 minutes to complete. Topics covered include: What is share; How to invest; Risk and benefits of shares; what to consider in an investment; and How to buy and sell shares. Simple summaries and quizzes in each module make learning fast, easy and enjoyable. The views, opinions or recommendations of the author in this article are solely those of the author and do not in any way reflect the views, opinions, recommendations, of ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX"). ASX makes no representation or warranty with respect to the accuracy, completeness or currency of the content. The content is for educational purposes only and does not constitute financial advice. Independent advice should be obtained from an Australian financial services licensee before making investment decisions. To the extent permitted by law, ASX excludes all liability for any loss or damage arising in any way including by way of negligence. © Copyright 2015 ASX Limited ABN 98 008 624 691. All rights reserved 2015. 最后发表：paulccc007	Mr.Yuan 2016-3-1 23:51	14030	paulccc007 2016-3-2 00:34
今天维持利率不变最后跟贴：只要不将息，澳元是要慢慢往上爬了最后发表：gracegenie	ProTrader 2016-3-1 19:10	23922	gracegenie 2016-3-1 23:05
说说VIT最近的走势最后跟贴： lifecasino 发表于 2016-3-1 20:35 关注做空？散户做空的估计不多最后发表：tianyi832 ...2 3 4 5	SkyLandSea 2015-12-17 00:00	13316002	tianyi832 2016-3-1 22:21
现在在悉尼投资什么好? 最后跟贴：哈哈, 靠谱最后发表：ProTrader	ProTrader 2016-3-1 16:56	104398	ProTrader 2016-3-1 20:40
假想：银行的人跟客人下的单获利？最后跟贴：如果我用这个帐号作对冲，你要是跟了...... 最后发表：philguo	nobmw89 2016-2-29 16:39	124336	philguo 2016-3-1 17:25
维持利率百分之2不变。最后跟贴： fangray 发表于 2016-3-1 14:55 随便看了两眼新闻，A low AUD also signalled that the cash rate might remain unchanged. 这段话是说澳元 ... 当然。低汇率有助于贸易条件改善。最后发表：dingyipu	韭菜花花 2016-3-1 14:33	53913	dingyipu 2016-3-1 14:59
推荐一个过时的软件，可能过时了吧。最后跟贴：大家看消息用不用汇讯通反正我用，消息刷的很快。最后发表：韭菜花花	韭菜花花 2016-3-1 12:04	03842	韭菜花花 2016-3-1 12:04
关于展期有点坑最后跟贴：如果看对了一个期货合同刚好要交割又不想开新仓就要展期了不过展期的新价格居然要调整比如33买是布油展期后新价格34 这中间的差价1块钱居然不是你的利润了 tmd 太坑了昨晚才发现感觉少赚了几百万最后发表：yuyan0730	yuyan0730 2016-3-1 11:13	03702	yuyan0730 2016-3-1 11:13
向各位高人请教一下澳洲股市一些知识最后跟贴：一起来学习。做澳股有什么好的看盘软件吗？请老手们不吝赐教最后发表：sashaaston	快乐人家 2016-2-26 23:49	34250	sashaaston 2016-2-29 20:46
今天人民币对美元大跌，发生了什么？最后跟贴： ringsun 发表于 2016-2-29 16:00 楼主看的是哪个网站啊，好像别的网站看到的价格都没有超过6.55，这个网站给的价格6.59都有到过啊！ ... www.xe.com 前几楼有链接。最后发表：wucxzx	wucxzx 2016-2-29 14:04	205883	wucxzx 2016-2-29 16:04
RMB 不会大规模贬值的承诺，将如何影响普通百姓？最后跟贴：贸易顺差现在在不断拉大最后发表：Cash1800	princejo 2016-2-27 00:57	64650	Cash1800 2016-2-29 15:28
是不是Commsec的手机客户端又连不上了？最后跟贴：为了稳定股市？最后发表：安妮	redstone 2016-2-29 11:02	114894	安妮 2016-2-29 13:54
有要空澳元的吗？0.725 刚好在趋势线上最后跟贴：又見一覺醒來賺了的最后发表：fxdaily ...2	ringsun 2016-2-26 12:21	337212	fxdaily 2016-2-29 12:23
Bell Direct 最后跟贴： kenlau0709 发表于 2016-2-29 00:26 no wonder, i am using samsung... thanks :) No worries ^_^ 最后发表：漂在猫本	fei999 2016-2-25 14:38	94243	漂在猫本 2016-2-29 09:32
交易记录贴最后跟贴：小赌怡情发表于 2016-2-28 22:23 人生哥，欧元支撑1.0980是不是typo啊？现在欧元在1.0929 欧元和澳元我上周已经入场空了，欧元止损 ... 少写了2个字，0980区域，看左面0980差不多是颈线，以下的支撑区域（150个Pips的空间）euro调整了8周的时间，我选择不做。最后发表：交易人生	砍赔拉盈 2016-2-28 13:05	65568	交易人生 2016-2-29 09:05
金融战争才是第三次世界大战的主要表现形式（1）最后跟贴：现在已经是明牌了：外储能撑多久 16年开年之后继续回到印钞的老路，看来也是没办法了另外草包不多，但卖国贼不少最后发表：amy081 ...2	jeffxia 2016-1-8 08:10	447618	amy081 2016-2-29 04:41
注意下从2016年3月7号起，ASX交易从T+3变成T+2了。最后跟贴：T+2 最后发表：土豆花生	土豆花生 2016-2-28 17:13	04017	土豆花生 2016-2-28 17:13
说一点比较low的东西，可能有点过时。最后跟贴：本帖最后由 likespring 于 2016-2-28 16:33 编辑 tm_mingtan 发表于 2016-2-26 23:44 5个人每人出10万就是50万，首先你如何找到能和你同心的4个人，肯出这个钱，能够统一决定买某一套房子，肯在 ... 这种pool太小，成不了事。还容易反目。买相关的基金啊这些，还是有些风险。最后发表：likespring	韭菜花花 2016-2-26 23:04	135053	likespring 2016-2-28 16:29
有人在公司做专职交易员么最后跟贴： tonygarth 发表于 2016-2-28 13:05 想问下一般机器人交易的话有多少种算法？几百种至少的最后发表：Oken	我要好起来 2016-2-27 18:19	54302	Oken 2016-2-28 14:01
最近股票的个人看法 A2 BAL BKL 最后跟贴： ringsun 发表于 2016-2-27 09:20 A2产量最近肯定是有增加，但是增加多少不好说，我看到几个药房都满满的货，包含三段，有个有一pallet的三 ... 今年315会有涉及海外代购产品的主题，政府不可能禁止私人进口物品，就会从其他渠道想办法，比如披露代购婴儿奶粉虚假宣传。电商树大招风，冲击传统行业和税收，被选几个典型也正常。最后发表：wanghui1015	ringsun 2016-2-25 12:21	166051	wanghui1015 2016-2-27 10:47
A2M还敢入吗最后跟贴： Pannytam 发表于 2016-2-27 08:06 奶粉股暂时观望下吧，不急奶粉股走下降通道，盘整，到，下个公告起色最后发表：牛角尖 ...2	dylan77 2016-2-23 18:11	5511855	牛角尖 2016-2-27 10:35
请问大家澳洲做期货外汇交税吗？最后跟贴：沉默是银发表于 2016-2-24 11:43 谢谢，那税是按照年度总的盈利还是每一笔盈利交？盈亏能否相抵？这个我真不知道了.....我都是国内直接开的户.....绕过这边最后发表：datou1981	沉默是银 2016-2-21 23:13	64804	datou1981 2016-2-27 09:53
WOW 中期财报巨亏 9.3亿，股价大涨最后跟贴：股票是看预期，如果没有masters，wow其他sector有10亿盈利，还包括一天不如一天的bigw，如果是机构，就会看中他的核心盈利部门大墨菲和wws 现在是wow报表最难看的时候，以后也很难会有了最后发表：ivorsyd	找回PIN 2016-2-26 13:16	134687	ivorsyd 2016-2-26 19:47
LPE明天出半年报大家怎么看？最后跟贴：两只小猪爸发表于 2016-2-26 17:13 呵呵他是根据最近ann的规律反着说的 ann有利好的都大跌 Wow 新的CEO 很能干。前CEO Roger 也会提供战略咨询. 业界期待很高，应该是上涨的原因。最后发表：潜水2号 ...2	心心妈咪 2016-2-24 16:28	497321	潜水2号 2016-2-26 19:36
端正态度，迎接全面牛市的到来最后跟贴：前仆后继最后发表：jackliu2008 ...2 3 4	jk007 2016-2-24 18:00	9010317	jackliu2008 2016-2-26 17:48
澳元狂奔，这是资本疯狂流入土澳的节奏吗？最后跟贴：澳币最近一直都在高位，前两天都达到了2个月的高点，来澳洲旅游不便宜了，想买房还是再观望一下，等降降再说吧最后发表：ausophia ...2	yxfc2003 2016-2-23 13:33	307350	ausophia 2016-2-26 13:50
SRF 惨遭血洗最后跟贴：最后发表：bigbigw	fallingcat 2016-2-25 14:16	84721	bigbigw 2016-2-26 10:22
MPL什么时候分红？最后跟贴： Ex Date Amount Franking% Books Closed Payable 04-Mar-2016 0.0500 100% 08-Mar-2016 29-Mar-2016 最后发表：Ozquest	liangpi1234 2016-2-26 08:06	24006	Ozquest 2016-2-26 09:27
请问哪个交易平台可以卖空？最后跟贴： ringsun 发表于 2016-2-25 16:30 Commsec CFD就可以啊这个在哪里啊？手机也可以上马？求解最后发表：xijiangyue2016	找回PIN 2016-2-25 16:26	34097	xijiangyue2016 2016-2-25 23:28