GS's ER and Bet on BAC - 未名空间MITBBS历史存档

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GS's ER and Bet on BAC

GS's ER and Bet on BAC# Stock

M*r2011-01-19 08:01

1 楼

The finance sector was down by GS's ER. GS's quarterly earning was cut by $
6B due to the market makingmm is 27% of its business, BAC's proprietary trading is only 4% of its
business. So it remains a wild bet on BAC's ER more similar to JPM or GS.

m*h2011-01-19 08:01

2 楼

where is 阿桑's January bomb for US big bank?

g*q2011-01-19 08:01

3 楼

JPM/C/BAC are more comparable. Forget about GS.

a*h2011-01-19 08:01

4 楼

JPM/WFC/BAC/C

【在 g*q 的大作中提到】

: JPM/C/BAC are more comparable. Forget about GS.

M*r2011-01-19 08:01

5 楼

Frankly, I don't see any correlation between market making profit of GS and
the revenue growth in the finance sector. From the recent report on JPM, C,
USB, we could see the lending standard is eased and hence a revenue/profit
growth in the commercial banks. A good sign of macro-econ recovery. The sell
off was due to the fear of new highs and profit taking, triggered by GS
report.

【在 g*q 的大作中提到】

: JPM/C/BAC are more comparable. Forget about GS.