Lub Tuam Txhab Nyiaj Txiag Hauv Cheeb Tsam Bosses Grab 'Bargain' Stocks Los Ntawm SVB Turmoil

(Bloomberg) - Cov thawj coj hauv tuam txhab nyiaj hauv cheeb tsam tab tom khaws cov khoom ntawm lawv cov tuam txhab cov khoom lag luam, ua kom zoo dua ntawm kev muag khoom los ntawm kev poob los ntawm Silicon Valley Bank lub cev qhuav dej.

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Ntau tshaj 100 tus thawj coj ntawm cov qiv nyiaj thoob plaws Asmeskas, suav nrog PacWest Bancorp, Metropolitan Bank Holding Corp. thiab CVB Financial Corp., tau siv tsawg kawg yog $ 13.9 lab ua ke los txhawb lawv cov ceg txheem ntseeg, raws li cov ntaub ntawv sau los ntawm Bloomberg. Feem ntau ntawm kev hloov pauv tau tshwm sim hauv ob peb hnub dhau los.

Pershing Square Capital Management's Bill Ackman rau hnub Monday tau piav qhia txog cov khoom lag luam raws li "kev sib tham tsis txaus ntseeg," nrog rau KBW Regional Banking Index poob 20% rau lub hli dhau los nag hmo kaw.

Ntau qhov kev lag luam twb dhau los ua cov nyiaj tau los raws li cov tuam txhab nyiaj hauv cheeb tsam tau sib sau ua ke rau hnub Tuesday txhawm rau tshem tawm ib feem ntawm kev ua ntej.

Qhov ntawd suav nrog $ 1 lab kev nqis peev rau Phillip D. Green, tus thawj coj ntawm Cullen / Frost Bankers Inc., uas tau ua ib qho kev twv txiaj loj tshaj plaws. Green yuav 9,500 shares ntawm Texas-based tuam txhab rau kwv yees li $ 106.60, raws li cov ntaub ntawv tswj hwm. Cov khoom lag luam kaw hnub Tuesday ntawm $ 111.52, nce txog 4.6% ntawm tus nqi ntawd.

Green qhov kev yuav khoom yog los qhia kev ntseeg siab hauv lub tuam txhab thiab ua "cim qhia kev txhawb nqa," Bill Day, tus cev lus rau Cullen / Frost tau hais.

Nyeem ntxiv: Schwab Rebounds raws li CEO Bettinger Hais tias Nws Yuav 50,000 Shares

East West Bancorp Inc. Tus Thawj Saib Xyuas Nyiaj Txiag Irene Oh tau yuav ze li $ 500,000 tus nqi ntawm cov khoom lag luam hnub Monday, raws li daim ntawv foob. Tus qiv nyiaj hauv Pasadena, California tau tshaj tawm tsab ntawv tshaj tawm ua ntej hnub ntawd rov hais dua nws cov peev thiab daim ntawv tshuav nyiaj li cas.

"Irene Oh qhov kev yuav khoom yog lub cim muaj zog txog lub zog ntawm EWBC thiab qhov zoo ntawm peb cov franchise," Julianna Balicka, lub tuam txhab tus thawj coj ntawm kev sib raug zoo ntawm cov neeg ua lag luam thiab cov tuam txhab nyiaj txiag, tau hais hauv email. "Kev muag khoom hauv tsev txhab nyiaj tau tsim ib qho chaw nkag mus yuav."

Hnub Tuesday Surge

Jay Sidhu, tus thawj coj ntawm Cov Neeg Siv Khoom Bancorp Inc., tau khaws txog $ 500,000 ntawm crypto-phooj ywg lub txhab nyiaj cov khoom lag luam rau hnub Monday, thaum Thawj Tswj Hwm Sam Sidhu yuav ntau dua $ 100,000 tus nqi rau hnub Tuesday, raws li daim ntawv foob.

"Zoo meej, peb muaj kev ntseeg siab hauv lub koom haum," Sam Sidhu tau hais hauv xov tooj.

Metropolitan Bank Holding Corp. CEO Mark DeFazio kuj tau ntxiv shares, yuav txog $500,000 muaj nqis los ntawm kev ua tswv cuab tsis ncaj. Ntau tus tswvcuab ntawm New York-raws li tus qiv nyiaj hauv pawg thawj coj kuj tau ua kev yuav khoom.

"Kuv pom cov kev hloov pauv no yog qhov muaj txiaj ntsig zoo tom qab nag hmo qhov kev muag khoom tseem ceeb thiab cov kev yuav khoom no tseem qhia txog kev pov npav ntawm kev ntseeg siab hauv lawv cov tuam txhab," Wedbush tus kws tshuaj ntsuam David Chiaverini tau hais hauv email.

Hnub Monday cov ntaub ntawv tseem qhia PacWest CEO Paul Taylor tau yuav txog $ 500,000 tus nqi ntawm cov shares rau hnub Thursday ntawm tus nqi nruab nrab ntawm $ 22.20 ib feem. Tom qab poob rau hnub Friday thiab hnub Monday, cov khoom lag luam tau nce 34% kom kaw ntawm $ 13.05 rau hnub Tuesday.

Bruce Cox, tus tsim ntawm Harrington Alpha Fund, tau hais hauv xov tooj tias "Nws tsis tshua pom muaj ntau tus neeg sab hauv nkag mus," Nws lub tuam txhab tau ua haujlwm ntev hauv PacWest lub lim tiam dhau los ntawm kev muag khoom, thiab ntxiv rau hnub Monday.

Tus txheeb ze lub zog Performance index rau KBW Bank Index thiab nws lub regional counterpart flashed lawv feem ntau oversold teeb liab nyob rau hauv ob xyoo caum hnub Monday.

"Cov nyiaj hauv tuam txhab nyiaj hauv cheeb tsam tau nce siab dua li yog tias muaj 'tag nrho qhov tseeb' teeb liab," LPL Financial Chief Global Strategist Quincy Krosby tau hais. "Cov lus nug tseem nyob ntawm seb puas muaj kev pheej hmoo tseem nyob hauv daim ntawv tshuav nyiaj li cas, tshwj xeeb yog tias cov neeg tso nyiaj txuas ntxiv thov nyiaj."

(Hloov tshiab nrog cov thawj coj cov lus tawm tswv yim pib hauv kab lus thib yim.)

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