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https://en.wikipedia.org/wiki/List_of_largest_banks

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• MUFG_三菱日聯金融集團是日本最大的金融機構&全球第五大銀行_https://zh.wikipedia.org/wiki/%E4%B8%89%E8%8F%B1%E6%97%A5%E8%81%AF%E9%87%91%E8%9E%8D%E9%9B%86%E5%9C%98

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• BNPQY_法國巴黎銀行BNP Paribas為全球第八大銀行&法國最大的銀行_https://zh.wikipedia.org/wiki/%E6%B3%95%E5%9C%8B%E5%B7%B4%E9%BB%8E%E9%8A%80%E8%A1%8C

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• SMFG三井住友金融集團是日本第三大金融機構&全球第14大_https://zh.wikipedia.org/wiki/%E4%B8%89%E4%BA%95%E4%BD%8F%E5%8F%8B%E9%87%91%E8%9E%8D%E9%9B%86%E5%9C%98

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• 德意志銀行股份公司為全球第15&德國最大銀行_https://en.wikipedia.org/wiki/Deutsche_Bank
• DB似乎在變壞中，2016年開始常利幾乎都是以前的一半

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• SMFG, BNPQY, MUFG自2018年初開始大幅回檔，大概是沒跟著美國升息的原因吧

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就看中國怎麼跟美國談條件惹...

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如果中國銀行ROE下調到8%，常利約減少44%(1-170000/303664)

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金拍謝，搞錯惹～

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• It's official! Deutsche Bank (NYSE:DB) and Commerzbank (OTCPK:CRZBY) have confirmed they're in talks about a merger, prompting labor union concerns about possible job cuts and questions from analysts about cost shredding and how the deal would be structured and financed. Germany’s two largest banks issued short statements following meetings of their management boards, indicating a quickening of pace in the merger process, although both warned that a tie-up was far from certain. DB +3.5% premarket.
• https://seekingalpha.com/article/4249364-wall-street-breakfast-german-bank-giants-merger-talks
  
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• 德國的基礎工業很強，銀行確越來越差...
• Deutsche Bank (NYSE:DB) and Commerzbank (OTCPK:CRZBY)感覺是兩顆爛蘋果...

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盧布波動大，不建議買俄股

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Mitsubishi UFJ Financial Group, Inc. (美股：MUFG，日股：8306)

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公司的價值有ROE決定，非淨值

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日本銀行的股數僅有1m...港覺怪怪的
日本銀行的常利比MUFG高但ROE還能比中國四大銀行高...港覺怪怪的

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Big banks – Goldman Sachs (GS), Bank of America (BAC), Morgan Stanley (MS), JPMorgan Chase (JPM) and Wells Fargo (WFC) all announced dividend increases after passing the Fed’s latest stress tests. Morgan Stanley and Wells Fargo both doubled their dividends, while Citigroup (C) was the only one of the six largest banks to keep its dividend unchanged. Morgan Stanley rose 3.3% in the premarket, with Goldman up 1.4%.
托去年股災所賜讓我買齊big six
JPM BAC WFC各加碼一次
看到他們通過壓力測試，宣布增加配息，內心真是感動

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感謝阿宏桑分享

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感謝pinkdavid桑分享
我前25大，已買14家，前四大各加碼一次

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回復 112# 哈姆

感謝分享~

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金融股比起其他類股本來就相對多角化
老巴印象中40%，我現在約24%
如果現在原物料股高就不好
長期金融類股多些ok