RIP Lehman Brothers

yuren

原帖由 hehe0114 於 2008-9-18  01:11 AM 發表
morgan跌左42%
盈利少左7%就咁

因為連account都唔到靚數,
實情一定更差?

Solari

睇黎唔救 wamu


期待下一間 - ubs ?

Gianni Rivera

Impossible for UBS

their balance sheet is quite gd

12 % tier-1 capital

[ 本帖最後由 Gianni Rivera 於 2008-9-18  10:47 AM 編輯 ]

dtclaw

barclays收購lehman brothers

Gianni Rivera

原帖由 dtclaw 於 2008-9-18  10:47 AM 發表
barclays收購lehman brothers

just buy their assets

yuren

原帖由 Gianni Rivera 於 2008-9-18  10:46 AM 發表
Impossible for UBS

their balance sheet is quite gd

12 % tier-1 capital

邊度可以有呢D data睇?

Gianni Rivera

原帖由 yuren 於 2008-9-18  11:24 AM 發表

邊度可以有呢D data睇?

You can go to their website and search their quarterly report

but for me,

I just read newspaper

Solari

原帖由 Gianni Rivera 於 2008-9-18  10:46 AM 發表
Impossible for UBS

their balance sheet is quite gd

12 % tier-1 capital

yes they have massive tier 1 capital but also huge write-down
i wont be too surprised if they sell the ib unit or merge with others like cs

古都

同業拆息利率繼續上升

Gianni Rivera

原帖由 Solari 於 2008-9-18  02:35 PM 發表

yes they have massive tier 1 capital but also huge write-down
i wont be too surprised if they sell the ib unit or merge with others like cs

yeah~
but they also raise massive funds (some USD 30bn, not sure) from sovereign wealth fund and right issue early in this year before the departure of Ospel.

You are right.
UBS is scaling down the the IB unit.
But I dont think they need to merge as the cash available for them is different from their US counterparts.
After all, they are the largest wealth management group in this world.

Or they have some hidden problems, like the investment unit in AIG, I dont know~~

ar_U

原帖由 Solari 於 2008-9-18  08:13 AM 發表
睇黎唔救 wamu


期待下一間 - ubs ?

Wamu看來還是等自救吧
不過應該可以好似美林咁..搵人哽左佢

其實如果可以的話
政府應該會盡量唔救
否則只會助長歪風

ar_U

原帖由 yuren 於 2008-9-18  02:38 AM 發表

因為連account都唔到靚數,
實情一定更差?

而且而家驚既唔只係盈利
CF同operating capital都是重要的問題

資金不足, 應付唔到周轉及短期債項
互不信任, 二手票據市場死寂, 拆息高企, 資金成本上升..對佢地做成好大的壓力
甚至可能要合併補充資本..

IB營運模式已受到市場質疑

[ 本帖最後由 ar_U 於 2008-9-18  07:41 PM 編輯 ]

橙色力量

…曼聯球衣要不要轉「贊助商」？ :-P

(Lucky that Dubya would be no more next year!)

http://blog.hoiking.org/2008/09/17/1269/

ar_U

原帖由 橙色力量 於 2008-9-18  07:41 PM 發表


…曼聯球衣要不要轉「贊助商」？ :-P

(Lucky that Dubya would be no more next year!)

http://blog.hoiking.org/2008/09/17/1269/

...

"CHANGE!"

Gianni Rivera

btw

where is bush?

vetefan2

原帖由 橙色力量 於 2008-9-18  07:41 PM 發表


…曼聯球衣要不要轉「贊助商」？ :-P

(Lucky that Dubya would be no more next year!)

http://blog.hoiking.org/2008/09/17/1269/

...

費迪南著奧巴馬

Solari

原帖由 Gianni Rivera 於 2008-9-18  05:14 PM 發表


yeah~
but they also raise massive funds (some USD 30bn, not sure) from sovereign wealth fund and right issue early in this year before the departure of Ospel.

You are right.
UBS is scaling down the ...

佢地係'比較'有$
但值唔值得再dup錢落去係一回事

同埋我地ubs好有信心, 之後仲有更多write-down

Solari

估唔到 ms 都攪到甘
唔知gs頂唔頂得住

hehe0114

原帖由 Solari 於 2008-9-19  01:23 發表
估唔到 ms 都攪到甘
唔知gs頂唔頂得住

ms咩事?

henrytam

原帖由 hehe0114 於 2008-9-19  02:10 AM 發表

ms咩事?

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