Jasminey
2021-03-31
Pls go up
Financial stocks recover from Monday's Archegos trauma
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Wolfe Research analyst Steven Chubak considers MS's decline of 2.6% on Monday an overreaction.</p>\n<p>\"We believe the selloff is overdone relative to potential earnings/capital at risk, and would be buyers on recent weakness,\" he wrote in a note to clients.</p>\n<p>Even a worst case scenario of ~$2B in losses would represent less than 50 basis points of capital, \"which suggests the $10B buyback authorization for FY2021 would not be at risk,\" Chubak said.</p>\n<p>SeeMS stock performancevs. S&P 500, S&P 500, XLF, KBE, GS and WFC in the past month (excluding today's activity):</p>\n<p><img src=\"https://static.tigerbbs.com/36165063aacffff23b1e86fbb7945eda\" tg-width=\"865\" tg-height=\"399\"></p>\n<p>Goldman Sachs(GS+1.84%), also forced to sell blocks of shares in the Archegos liquidation, more than makes up for its 0.5% slip in Monday trading.</p>\n<p>Wells Fargo(WFC+0.75%), which may have more blocks of shares to sell, also regains some ground against Monday's 3.3% dip.</p>\n<p>Stocks of two overseas banks, who were also prime brokers for Archegos, extend their losses. Credit Suisse(CS-4.3%), though, continues its decline, adding to a 12% drop yesterday; Nomura Holdings(NMR-1.94%)falls more, after sliding 14%.</p>\n<p>Tuesday morning trading for MS, GS, WFC, KBE and S&P 500 ETF(NYSEARCA:SPY):</p>\n<p><img src=\"https://static.tigerbbs.com/95ead3b7bc40d741196952ee0159e746\" tg-width=\"687\" tg-height=\"492\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial stocks recover from Monday's Archegos trauma</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial stocks recover from Monday's Archegos trauma\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 22:40 GMT+8 <a href=https://seekingalpha.com/news/3677621-financial-stocks-recover-from-mondays-archegos-trauma><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Financials rebound in early trading after dipping in Monday as investors sifted through the repercussions of Archegos Capital's liquidation andwhat that means for banks.\n\nXLF(XLF+0.7%), a broad ...</p>\n\n<a href=\"https://seekingalpha.com/news/3677621-financial-stocks-recover-from-mondays-archegos-trauma\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{"WFC":"富国银行","GS":"高盛","NMR":"野村控股","MS":"摩根士丹利"},"source_url":"https://seekingalpha.com/news/3677621-financial-stocks-recover-from-mondays-archegos-trauma","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1123244776","content_text":"Financials rebound in early trading after dipping in Monday as investors sifted through the repercussions of Archegos Capital's liquidation andwhat that means for banks.\n\nXLF(XLF+0.7%), a broad financial sector ETF, almost erases Monday's 0.9% decline; KBE(KBE+1.3%), an ETF focused on banks, also rises but hasn't yet offset Monday's 2.6% drop.\nMorgan Stanley(MS+1.9%)bounces back. Wolfe Research analyst Steven Chubak considers MS's decline of 2.6% on Monday an overreaction.\n\"We believe the selloff is overdone relative to potential earnings/capital at risk, and would be buyers on recent weakness,\" he wrote in a note to clients.\nEven a worst case scenario of ~$2B in losses would represent less than 50 basis points of capital, \"which suggests the $10B buyback authorization for FY2021 would not be at risk,\" Chubak said.\nSeeMS stock performancevs. S&P 500, S&P 500, XLF, KBE, GS and WFC in the past month (excluding today's activity):\n\nGoldman Sachs(GS+1.84%), also forced to sell blocks of shares in the Archegos liquidation, more than makes up for its 0.5% slip in Monday trading.\nWells Fargo(WFC+0.75%), which may have more blocks of shares to sell, also regains some ground against Monday's 3.3% dip.\nStocks of two overseas banks, who were also prime brokers for Archegos, extend their losses. Credit Suisse(CS-4.3%), though, continues its decline, adding to a 12% drop yesterday; Nomura Holdings(NMR-1.94%)falls more, after sliding 14%.\nTuesday morning trading for MS, GS, WFC, KBE and S&P 500 ETF(NYSEARCA:SPY):","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/354319751"}
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