HSBC Holdings P L C | StockChase
120
HSBC Holdings P L C (HSBC-N)

Last Price Recorded: $50.1700 on 2017-12-15

ON STOCKCHASE SINCE Feb 2004

banks
120
HSBC Holdings P L C (HSBC-N)

Last Price Recorded: $50.1700 on 2017-12-15

ON STOCKCHASE SINCE Feb 2004


HSBC Holdings P L C


Signal Opinion Expert
BUY
HSBC Holdings P L C(HSBC-N) 

November 22, 2017

One of the big drivers is Asia. The headquarters for the Asian business is in Hong Kong. Hong Kong interest rates are pegged to the US interest rates. When the US raises interest rates, so does Hong Kong. You have a high growth region where money is sloshing over the border from China and into loans, so there is a lot of growth here. The British portion will right itself so that is good. There is an opportunity to grow the insurance business as well. Global recovery is going to be good for this bank. A good, safe way to play multiple jurisdictions.

banks

One of the big drivers is Asia. The headquarters for the Asian business is in Hong Kong. Hong Kong interest rates are pegged to the US interest rates. When the US raises interest rates, so does Hong Kong. You have a high growth region where money is sloshing over the border from China and into loans, so there is a lot of growth here. The British portion will right itself so that is good. There is an opportunity to grow the insurance business as well. Global recovery is going to be good for this bank. A good, safe way to play multiple jurisdictions.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$49.180
Owned Owned
Yes

BUY
HSBC Holdings P L C(HSBC-N) 

November 20, 2017

It is a global bank, exposed to China, North America and the UK.  They are doing extraordinarily well in Asia.  They are very well placed for changes in banking in China.  He expects them to do well there.  We will see a new CEO coming in and it will be interesting to see what he does with the bank going forward.  It is a safe investment at these levels.

banks

It is a global bank, exposed to China, North America and the UK.  They are doing extraordinarily well in Asia.  They are very well placed for changes in banking in China.  He expects them to do well there.  We will see a new CEO coming in and it will be interesting to see what he does with the bank going forward.  It is a safe investment at these levels.

banks
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$48.340
Owned Owned
No

DON'T BUY
HSBC Holdings P L C(HSBC-N) 

October 30, 2017

HSBC-Q vs. AMTD-Q.  The TD business is a better long term holding than HSBC.  They have been benefiting from the globalization of China but have not been investing long term in their regional offices.  TD has a growth opportunity with independent advisors.  It is a better long term risk reward.

banks

HSBC-Q vs. AMTD-Q.  The TD business is a better long term holding than HSBC.  They have been benefiting from the globalization of China but have not been investing long term in their regional offices.  TD has a growth opportunity with independent advisors.  It is a better long term risk reward.

banks
Danesh Rohinton

Portfolio manager, Cambridge Global Ass...

PricePrice
$48.740
Owned Owned
Unknown

TOP PICK
HSBC Holdings P L C(HSBC-N) 

October 13, 2017

Thinks it has a discount from BREXIT on it, but is very exposed to Asia, which is a real growth driver. Its key market is based in Hong Kong, which is pegged to the US$, giving US leverage on the interest rate rise. It has a China credit card business, which is new, because China is a closed credit card market. Has a very attractive dividend. It will benefit from rising interest rates as Net Interest Margin, a critical driver of buying profitability, will need to rise by 70% to reach pre- crisis levels. (Analysts’ price target is $41.22.)

banks

Thinks it has a discount from BREXIT on it, but is very exposed to Asia, which is a real growth driver. Its key market is based in Hong Kong, which is pegged to the US$, giving US leverage on the interest rate rise. It has a China credit card business, which is new, because China is a closed credit card market. Has a very attractive dividend. It will benefit from rising interest rates as Net Interest Margin, a critical driver of buying profitability, will need to rise by 70% to reach pre- crisis levels. (Analysts’ price target is $41.22.)

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$49.230
Owned Owned
Yes

COMMENT
HSBC Holdings P L C(HSBC-N) 

October 3, 2017

A huge global bank. Have had some difficulties with world authorities about money laundering, and were implicated on a big scale. He was told that they have cleaned up their act, but as an outsider, it is impossible to know. One of the most widely held non-North American banks you can buy.

banks

A huge global bank. Have had some difficulties with world authorities about money laundering, and were implicated on a big scale. He was told that they have cleaned up their act, but as an outsider, it is impossible to know. One of the most widely held non-North American banks you can buy.

banks
David Baskin

President, Baskin Wealth Manage...

PricePrice
$49.550
Owned Owned
Unknown

COMMENT
HSBC Holdings P L C(HSBC-N) 

September 29, 2017

Between March 30 and August 10 is the optimal time to be buying and holding this. It has had an average return of about 7.7% over the benchmark, and has been positive in 14 of the past 17 years. This year it had a low of about $39 in April all the way to a high of about $50 just before August, a phenomenal run. We are beyond its period of seasonal strength, but there are still higher highs and higher lows technically. This is not something he would venture into, but would go into other financial companies instead.

banks

Between March 30 and August 10 is the optimal time to be buying and holding this. It has had an average return of about 7.7% over the benchmark, and has been positive in 14 of the past 17 years. This year it had a low of about $39 in April all the way to a high of about $50 just before August, a phenomenal run. We are beyond its period of seasonal strength, but there are still higher highs and higher lows technically. This is not something he would venture into, but would go into other financial companies instead.

banks
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$49.410
Owned Owned
Unknown

COMMENT
HSBC Holdings P L C(HSBC-N) 

August 11, 2017

If looking at European banks, Banco Santander (SAN-N) or HSBC Holdings (HSBC-N) are two that he would consider.

banks

If looking at European banks, Banco Santander (SAN-N) or HSBC Holdings (HSBC-N) are two that he would consider.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$47.770
Owned Owned
No

BUY

About a year ago there was the BREXIT noise. If you had sold this then, you would be looking kind of foolish. In the last 12 months, it is up about 56%. Also, 50% of its money is effectively booked in Hong Kong for the Asian businesses and linked to the US interest rate PEG. If the US raises interest rates, that will be good for them. There have been some issues with regards to BREXIT, but the company is looking to manage that issue and are moving bankers to continental Europe. A global bank that played out pretty well during the global crisis.

banks

About a year ago there was the BREXIT noise. If you had sold this then, you would be looking kind of foolish. In the last 12 months, it is up about 56%. Also, 50% of its money is effectively booked in Hong Kong for the Asian businesses and linked to the US interest rate PEG. If the US raises interest rates, that will be good for them. There have been some issues with regards to BREXIT, but the company is looking to manage that issue and are moving bankers to continental Europe. A global bank that played out pretty well during the global crisis.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$46.950
Owned Owned
Unknown

BUY

A very strong franchise. It is much more global than the Canadian banks. Overall, the valuation is attractive and the yield is pretty good. Financials have been under pressure lately, but ultimately we are lining up for a series of events including higher interest rates, more clarity on capital requirements, and a rolling back of Dodd Franks in the US.

banks

A very strong franchise. It is much more global than the Canadian banks. Overall, the valuation is attractive and the yield is pretty good. Financials have been under pressure lately, but ultimately we are lining up for a series of events including higher interest rates, more clarity on capital requirements, and a rolling back of Dodd Franks in the US.

banks
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$44.260
Owned Owned
No

COMMENT

Global banking end markets have had a good quarter. They did well in the UK and Hong Kong this year, which has their stock price starting to come back a little. Many of these stocks were down after BREXIT, so coming off a low is going to look really good for performance numbers. They’ve been restructuring and starting to get to a point where they are becoming less risky from a Long standpoint, and are taking on more wealth management income products. That is going to bode well for them.

banks

Global banking end markets have had a good quarter. They did well in the UK and Hong Kong this year, which has their stock price starting to come back a little. Many of these stocks were down after BREXIT, so coming off a low is going to look really good for performance numbers. They’ve been restructuring and starting to get to a point where they are becoming less risky from a Long standpoint, and are taking on more wealth management income products. That is going to bode well for them.

banks
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$43.350
Owned Owned
Unknown

DON'T BUY

This has a great Asian franchise, but if you want to own a global bank, he would prefer J.P. Morgan (JPM-N) or Bank of America (BAC-N), which he feels are much more suited to those areas. If you wanted something more retail oriented, he would own Lloyds (LLOY-LN). They have been restructured as much is they should, and that has really hurt them. (See Top Picks.)

banks

This has a great Asian franchise, but if you want to own a global bank, he would prefer J.P. Morgan (JPM-N) or Bank of America (BAC-N), which he feels are much more suited to those areas. If you wanted something more retail oriented, he would own Lloyds (LLOY-LN). They have been restructured as much is they should, and that has really hurt them. (See Top Picks.)

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$41.280
Owned Owned
No

DON'T BUY

There is not that much to get excited about.  They are doing well in China.  They have a good dividend yield (6.4%).

banks

There is not that much to get excited about.  They are doing well in China.  They have a good dividend yield (6.4%).

banks
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$40.030
Owned Owned
Unknown

DON'T BUY

(Market Call Minute.) This is still downsizing, selling off a lot of assets to get their margins back on board, so he wouldn’t be a buyer.

banks

(Market Call Minute.) This is still downsizing, selling off a lot of assets to get their margins back on board, so he wouldn’t be a buyer.

banks
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$41.160
Owned Owned
No

COMMENT
HSBC Holdings P L C(HSBC-N) 

November 11, 2016

Since May, this company has virtually gone hyperbolic. More recently, expectations of higher rates have driven rates very high. This is an interesting story here.

banks

Since May, this company has virtually gone hyperbolic. More recently, expectations of higher rates have driven rates very high. This is an interesting story here.

banks
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$39.230
Owned Owned
Unknown

COMMENT

HSBC Holdings (HSBC-N) or ING Groep (ING-N)? Two very different companies. This one is a global bank. They are both cheap, but the issue becomes if we get out of this global slump, is where does the growth come from. This one has a much broader business. If he had to pick one, he would choose ING, because being a good, strong retail bank is a very good business if it is done well.

banks

HSBC Holdings (HSBC-N) or ING Groep (ING-N)? Two very different companies. This one is a global bank. They are both cheap, but the issue becomes if we get out of this global slump, is where does the growth come from. This one has a much broader business. If he had to pick one, he would choose ING, because being a good, strong retail bank is a very good business if it is done well.

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$30.510
Owned Owned
No

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