这个是DBS，就剩下OCBC没有澄清了。
SINGAPORE (Dow Jones)
DBS Group Holdings Ltd. (D05.SG) said Tuesday its asset management unit
holds two portfolios of collateralized debt obligations worth US$1.03
billion, but neither portfolio is exposed to U.S. subprime mortgages.
The company has also distributed US$1.7 billion in products linked to AA
or AAA grade assets to investors, but none of the products have exposure
to U.S. subprime mortgages, it said in a statement.
DBS reiterated that it has US$850 million in CDOs, including US$188
million in assets-backed securities with some exposure to U.S. subprime
mortgages.
-By John Jannarone, Dow Jones Newswires; 65 6415 4153;
[email protected]
-Edited by Roger Ng
6 个回答
糟糕，看来uob明天要大跌了
难怪最近每天跌一块，再好的业绩也救不了，肯定是大股东早有内幕消息阿
截至到6月底的损失该计算在今天公布的财务报表了。
剩下15M看市场如何反应吧,对于基本面，散户是没有解释权的。但是UOB总体赢利高于预期，而且SubPrime Morgage和美国不直接挂钩，我个人觉得影响不是很大。
其实，企业向财团借贷非常常见的，要不然，那些财团高官花红哪里来。有利才有息啊。今后拆借是越来越难了。
现在选择cash rich的公司比较好。比如Rotary, cash position 100+M,对于这样的规模的公司算很好了。
下面阶段，选股最重要！
34M is OK la
GROSS PROFIT of last year is 5108 M. The price drop is overdone.
损失不大，不过目前subprime是个敏感话题，加上空方的借势打压
市场现在非常sentimental，恐怕会over-react
空方这次从分利用了恐惧和时间差
三大银行目前就UOB公布具体数字，UOB能这么快拿出数据，算相当了得了，所以UOB还是不错的。昌昊的老爹还是有眼光。