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Huaren
等级贵宾大校
威望42
贴子33909
魅力47122
注册时间2004-02-24

Caffeine

只看楼主

2008-09-12 15:31:00

以下是引用米虫在2008-9-12 8:45:00的发言:

bear产品太单一化了。。


leh 不一样,在bond mkt上也算重量级的market maker。


很多人不见得就愿意看见这部分消失。。。。


 


还有一个,bear在98年没有攒下人品。。要不是jpm和他们risk混在一起太多,未必会出手。。。


I totally agree with you. the 98 thing ruined their reputation.

Huaren
等级贵宾大校
威望42
贴子33909
魅力47122
注册时间2004-02-24

Caffeine

只看楼主

2008-09-12 15:33:00

以下是引用maomaotou在2008-9-12 8:49:00的发言:

我也觉得很奇怪,MER为啥不裁人。听好几个人说了现在里面好多人根本就没事做。


because if you lay off too many people, for instance, like what they did in 2001-2002, it's very expensive to hire people again when mkt counces back. also it's expensive to lay off people.


5555it's such a tough year.

Huaren
等级贵宾大校
威望42
贴子33909
魅力47122
注册时间2004-02-24

Caffeine

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2008-09-12 15:33:00

以下是引用Summer_Blue在2008-9-12 9:14:00的发言:

我就是这么想的,危机到这份上,该倒的必须到掉,然后秩序才恢复。


I truly don't believe that LEH deserved it.

Huaren
等级贵宾大校
威望42
贴子33909
魅力47122
注册时间2004-02-24

Caffeine

只看楼主

2008-09-12 15:35:00

以下是引用baileys在2008-9-12 14:50:00的发言:

 


i heard from CNBC news, BOA may take the investment banking part, and CIC may take the mortgage assets part. what is wrong with CIC!!!


i'm not in office today..wow. are they out of their mind.

Huaren
等级贵宾大校
威望42
贴子33909
魅力47122
注册时间2004-02-24

Caffeine

只看楼主

2008-09-12 15:36:00

以下是引用MissSweety在2008-9-12 14:57:00的发言:
中投为什么这时候进阿,难道也是被逼的,中投的人都是美国名校MBA回来的,应该很懂啊,到底怎么回事


MBAs can't tell how much those garbage is worth. only mortgage personnel, often times mathematicians can figure out. but then again, they don't make decisions.

Huaren
等级大校
威望49
贴子39709
魅力40629
注册时间2007-05-26

vinobianco

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2008-09-12 15:41:00

以下是引用baileys在2008-9-12 14:50:00的发言:

 

i heard from CNBC news, BOA may take the investment banking part, and CIC may take the mortgage assets part. what is wrong with CIC!!!


哇,有魄力。长远看CIC这笔买卖赚发了。可惜现在都吓坏了,连HSBC专拣deal的老狐狸都不敢碰北美了。
Huaren
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威望105
贴子83968
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注册时间2005-04-16

purpleturtle

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2008-09-12 15:44:00

以下是引用vinobianco在2008-9-12 15:41:00的发言:


哇,有魄力。长远看CIC这笔买卖赚发了。可惜现在都吓坏了,连HSBC专拣deal的老狐狸都不敢碰北美了。

这可不一定。我不懂finance,但就是housing market 本身的projection, 这可真不一定。不过这个是很complicate的系统。我们平时做的research只是自己的那一小块。

[此贴子已经被作者于2008-9-12 15:44:47编辑过]

Huaren
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注册时间2008-05-22

lanoiry

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2008-09-12 15:48:00

以下是引用Caffeine在2008-9-12 15:33:00的发言:

I truly don't believe that LEH deserved it.


I also feel sad for LEH. Mrkt is tough. I first thought they might survive by selling their cash machines - Later proved wrong. mrkt simply didn't buy it, share price is nose diving. I also felt hard for them b/c they are not the first nor the last. After bailout of Bear Sterns, FF, how many more "bandeid - bailout" can the gov afford. When JP bought BS, gov has agreed to absorb $29 bln potential losses and opend the discount window.


 


I feel like LEH might even be sold in less then $10 a share, which is not fun at all.

Huaren
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威望42
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注册时间2004-02-24

Caffeine

只看楼主

2008-09-12 16:03:00

i'll be surprised if it's above $10/shr. neuberger is worth more than the current equity mkt cap, which means the rest business is valued at negative due to unknown risks. who has the specialties to manager floating rate mortgages on land and other commercial construction loans in Europe? I don't see BoA doing it. Barclays, yes, but their fixed income business is largely overlapped. ugh.
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Huaren
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注册时间2007-03-21

sweetolive

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2008-09-12 16:15:00

以下是引用vinobianco在2008-9-12 15:41:00的发言:


哇,有魄力。长远看CIC这笔买卖赚发了。可惜现在都吓坏了,连HSBC专拣deal的老狐狸都不敢碰北美了。

HSBC 等着吃欧洲的大肥肉呢,

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