Jeff Boyd
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$Lufax(LU.US$ why do the board not consider to buy back the share? for the benefit of share holder, since there is so much cash reserve.
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$Lufax(LU.US$ Paying HK$933 million for the bank. Long term I guess it makes some sense. Economically they are a bank at this point in time with the depositors being their financial partners.
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Jeff Boyd
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$Lufax(LU.US$ at this rate, it may be a worthwhile business to borrow from Lufax in China and park the money in banks in Hong Kong, where interest rate rises in tandem with US. There could be a difference of 1-2% soon
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Jeff Boyd
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$WeWork(WE.US$ shorts wrecked time to pile in. CEO say Wework will survive
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$LUFAX(06623.HK$ $Lufax(LU.US$ Did anyone understand their guidance? I understood that new loans are performing to expectations and am glad that they cut back on new loans. I understood that they expect to go to insuring all of the loans and I think, but ultimately do not know, that this is a good idea. I understand that loan provisions will go up as they move to guarantee loans.
What I do not know is how servicing income is going to move in future quarters (it has ...
What I do not know is how servicing income is going to move in future quarters (it has ...
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Guess they'll have to sell norilsk nickel stock.
I think they are too late. Doubt value of company is equal to debt.
Jeff Boyd
commented on
According to the agreement, Baozun's domestic business will be fully clouded, and Alibaba Cloud's widely distributed cloud nodes in Southeast Asia, Europe, North America, and other regions will be utilized.
$Baozun(BZUN.US$ $BAOZUN-W(09991.HK$ $ALIBABA GROUP HOLDING LTD(BABAF.US$ $Alibaba(BABA.US$ $BABA-SW(09988.HK$ $Hang Seng TECH Index(800700.HK$ $China Concept Stocks(BK2517.US$
$Baozun(BZUN.US$ $BAOZUN-W(09991.HK$ $ALIBABA GROUP HOLDING LTD(BABAF.US$ $Alibaba(BABA.US$ $BABA-SW(09988.HK$ $Hang Seng TECH Index(800700.HK$ $China Concept Stocks(BK2517.US$
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Jeff Boyd : Maybe never. Retail is tough business.