證券界預測，中資或坡資行可能是潛在買家，若富邦香港真的展開放盤程序，相信會引發市場對大新銀行的出售憧憬。2014年新加坡華僑銀行以超過387億元全購永亨，當時作價約1.8倍市賬率。過去一直被視為進入內地市場跳板的富邦香港，其中介角色已逐漸淡化。
連結
Dah Sing
30億美元 富邦金擬售香港銀行
富邦金尋求的此估值約為帳面價值1.5倍。針對上述說法，台北富邦銀行高層昨晚聞訊後表示，「有人在談，還沒發生」；另外一位富邦金控高層也說，20億或30億美元在國際市場上，是很小的金額，富邦銀行（香港）獲利情況不錯，不會賤售。
連結
連結
傳富邦金擬出售香港富邦 估值上看30億美元
據報導，富邦金 (2881) 有意出售香港富邦銀行，估值約 20 至 30 億美元，目前正在測試潛在買家興趣。該交易將由瑞銀擔任中介機構，最快數週內，就會展開競價；截至 2017 年底，香港富邦銀行的淨資產，約為 144 億港元。
連結
連結
細行加息0.25厘狼過大行 三發鈔行齊加P息0.125厘
大新銀行、花旗銀行、工銀亞洲、創興、上商、東亞銀行、信銀國際、永隆同樣上調最優惠利率至5.375厘，基本港元儲蓄戶口年利率亦一併上調至0.125厘。
截至晚上7時15分，共11間銀行已上調最優惠利率及活期存息。
另外，渣打香港區行政總裁禤惠儀表示，港元拆息過去一個月持續高企，港息確有上升壓力。本地主要銀行在考慮市場變化、資金流向及成本等因素後，上調最優惠利息及存款息率，對市場發出加息周期來臨的訊號，同時亦紓緩了港美息差擴闊的壓力。
中銀宣佈，跟隨滙恒、渣打加息，由10月2日起將最優惠利率（P）上調0.125厘，由5厘加至5.125厘，換言之三大發鈔銀行齊齊加息。港元儲蓄戶口利率由年息0.01厘加至0.125厘。值得留意的是，中銀為現時樓按市佔緊第二的大行；將遲於樓按一哥滙豐明日起加息。
Hong Kong Interbank Rates Jump to Decade Highs After Currency Surge
The overnight Hong Kong Interbank Offered Rate jumped about 2 percentage points to 3.85%, its highest since 2007. One-month Hibor rose less sharply, but still reached nearly 2.17%—the highest level in 10 years.
The figures, reported once daily, came after the Hong Kong dollar unexpectedly surged 0.42% on Friday, its biggest gain since 2003. On Monday, the currency, which is pegged in a range of 7.75 to 7.85 to the U.S. dollar, was little changed at 7.8088.
Higher interbank charges would put pressure on banks to increase their lending rates for customers, said Eli Lee, head of investment strategy at Bank of Singapore. A stronger currency is bad for exporters, while pricier mortgages would tend to depress the property market. However, Mr. Lee said higher rates would be good for banks and insurers.
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The figures, reported once daily, came after the Hong Kong dollar unexpectedly surged 0.42% on Friday, its biggest gain since 2003. On Monday, the currency, which is pegged in a range of 7.75 to 7.85 to the U.S. dollar, was little changed at 7.8088.
Higher interbank charges would put pressure on banks to increase their lending rates for customers, said Eli Lee, head of investment strategy at Bank of Singapore. A stronger currency is bad for exporters, while pricier mortgages would tend to depress the property market. However, Mr. Lee said higher rates would be good for banks and insurers.
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Hibor’s advance on Libor reduces Hong Kong carry trade appeal
“Hibor has caught up to Libor and made the carry trade less attractive,” said Cliff Tan, East Asian head of global markets research at MUFG. “It’s really important for them [HKMA] to demonstrate to the world that the currency system is self-reinforcing, but there was an uncomfortable period this year when Hibor and Libor deviated.”
With the US widely expected to increase its main interest rate on Wednesday, Hong Kong’s base lending rate is set to follow suit, under the linked exchange rate system.
As this underpins commercial banks’ cost of borrowing from the HKMA, pressure is mounting on lenders to raise their prime rates, which determine the interest they charge customers on loans.
With the US widely expected to increase its main interest rate on Wednesday, Hong Kong’s base lending rate is set to follow suit, under the linked exchange rate system.
As this underpins commercial banks’ cost of borrowing from the HKMA, pressure is mounting on lenders to raise their prime rates, which determine the interest they charge customers on loans.
本港或跟隨美國加息 銀行股貸款利潤增
美聯儲本周進行議息會議，市場預期再度加息勢在必行。由於市場預期美國今年內有機會加息兩次，支持港元同業拆息（HIBOR）同樣走高，加上憧憬本港銀行有機會提高最優惠利率（P），帶動本地大型銀行貸款利潤回升。
對於美國維持加息步伐，帶動本港息口回升，瑞銀表示，看好本地銀行今年下半年淨利息收益率將擴闊，預計下半年HIBOR平均升幅將較上半年多，預計下半年一個月銀行同業拆息將上升54點子，高於上半年39點子的升幅。
另外，高盛早前表示，香港銀行把新造按揭借貸利率調高，更認為是鑑於同業拆息上升以及銀行的相關融資成本增加，以希望保護其利潤，相信此舉亦與聯儲局加息周期一致。
滙豐月內兩度加港元存息 普通客一年期存息上破2厘
加息周期，銀行繼續加港元存款利息！本港龍頭銀行滙豐（00005）在短短1個月內兩度調升港元定期存款利率，一般個人客戶一年期港元定期存款息率突破2厘關口，達2.05厘，起存金額為新資金1萬元。滙豐指出，因應近日香港銀行同業拆息的變動，將由明日9月20日起上調港元、美元及人民幣新資金定存利率。當中港元存息大部分存期上調0.1厘，18個月期則升0.05厘。
滙豐接連出手加息，連同兩家發鈔銀行－中銀（02388）和渣打（02888），三家銀行最新都提供2厘以上的一年期定存利息。
連結
滙豐接連出手加息，連同兩家發鈔銀行－中銀（02388）和渣打（02888），三家銀行最新都提供2厘以上的一年期定存利息。
連結
Royal Bank of Scotland may use its surplus capital to pay one-off dividend - the Times
Royal Bank of Scotland Group Plc could use up to 4 billion pounds ($5.2 billion) of surplus capital to pay a special one-off dividend to shareholders, the bank’s Chairman Howard Davies told the Times in an interview on Wednesday.
“If there are a lot of shareholders pressing for a special dividend, that is something we would consider,” the Times quoted Davies as saying.
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“If there are a lot of shareholders pressing for a special dividend, that is something we would consider,” the Times quoted Davies as saying.
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Elliott International v BEA (0023) & others
Justice Jonathan Harris grants Elliott permission to publish the Points of Defence and the Points of Reply, in the interests of open justice.
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China’s Sovereign-Wealth Fund Interested in Buying HNA’s Deutsche Bank Stake
China’s sovereign-wealth fund and other large investors have expressed interest in potentially buying shares in Deutsche Bank AG from embattled Chinese conglomerate HNA Group Co., according to people familiar with the matter.
HNA, which is one of Deutsche Bank’s largest shareholders, is planning to unload its entire 7.6% stake in the German bank as part of a plan to shrink its global footprint, the Journal previously reported.
The potential buyers that were recently in contact with HNA include state-backed fund China Investment Corp., as well as Chinese state-owned financial institutions Citic Group, China Merchants Group and China Everbright Group, the people said. Some European and U.S. investors have also inquired about HNA’s stake in Deutsche Bank, they added.
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HNA, which is one of Deutsche Bank’s largest shareholders, is planning to unload its entire 7.6% stake in the German bank as part of a plan to shrink its global footprint, the Journal previously reported.
The potential buyers that were recently in contact with HNA include state-backed fund China Investment Corp., as well as Chinese state-owned financial institutions Citic Group, China Merchants Group and China Everbright Group, the people said. Some European and U.S. investors have also inquired about HNA’s stake in Deutsche Bank, they added.
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華資銀行風光不再 紛紛易手
昔日廣東幫統領天下，今日香港，一切也在變，銀行背後金主亦變了樣。要數最大宗併購，發生在2001年，「過江龍」星展集團併購道亨銀行，金額超過400億元，目的是要衝出星洲，壯大規模，湊夠資格，打入內地市場。
隨著內地經濟起飛，中資企業紛紛走出去，一河之隔的香港，頓成為跳板，「銀行牌照」含金量激增。金融海嘯爆發前，招行（3968）就以近3倍市賬率收購永隆，拍板落實這單併購的招行前行長馬蔚華，曾多番解釋，指永隆（當年）有75年歷史、50間分行，以及綜合管理的牌照，就是當年高價全購永隆的原因。
之後中資銀行陸續在港插旗，華資行獨領風騷的日子不在，但銀行牌照依然有價有市，沉寂一時的港銀購併潮再現，2013年廣州越秀洽購創興銀行（1111）控股權，翌年華僑銀行斥387億元收購永亨(302)。華資行賣一間，少一間，現時本港的家族銀行就只剩東亞及大新（2356）。
東亞銀行今告別藍籌 資深賓架：時代不同了
東亞是現時少數由家族管理的上市銀行，近年該行常被對沖基金施壓狙擊，「失藍」後下一步會否「失勢」？陳昔典認為，基金叫陣多屬短線行為，策略是誘發買家出手，「唔係自己出錢去收購」；東亞市值龐大，市場潛在的買家現已越來越少，加上人民幣走弱，內地未必鼓勵金融機構走出去大動作併購，故「東亞被收購的機會仍然會低」。東亞目前市值超過800億元。
連結
中小銀行加儲蓄存款息0.25厘 十年來首次
華僑永亨今日宣布，調高港元儲蓄存款利率，由0.01厘加至0.25厘，適用港元存款結餘1萬元或以上存款，並將於明日(5日)起生效。對上一次調整港元儲蓄存款利率是2008年。相信其他中小型銀行，會陸續跟隨華僑永亨行動加息。
連結
連結
德銀稱貿易戰等因素拖累港銀7月份貸存增長
德銀表示，金管局公布銀行數據顯示7月份貸款按月跌0.3%，按年升0.5%，今年以來升5%，由本地和貿易融資帶動，存款增長持平，按月跌0.1%，按年升3.5%，今年以來升1.5%，總體料是由於貿易戰短期不明朗、借貸成本上調、近期人幣貶值和股市氣氛疲弱所致，維持對港銀審慎看法，予大型港銀「沽售」評級。
匯豐指市場對港銀淨息差過於樂觀，只看好大新系
匯豐表示，港銀今年以來跌5%，仍跑贏恒指和金融股2個和5個百分點淨息差去年擴闊18點子，今年上半年再升10點子，部份由於外匯掉期包括去年9點子和中期8點子，但認為目前市場對加息下淨息差過於樂觀，認為目前對港銀估值大致合理，只建議買入大新系，認為大新銀行(2356)優於中銀香港和東亞(23)。
Dah Sing
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