| Sendedatum | 2008-03-21 12:22:23 |
|---|---|
| Ausgabe | 40 |
Hallo,
hier eine weitere Ausgabe des beliebten Newsletters für Masochisten und Weltuntergangssekten. Je nach Newsreader kann die Darstellung weniger als perfekt befriedigend sein, daher könnte sich ein Blick auf die Onlineversion lohnen, die außerdem verschlagwortet ist.
Inhaltsverzeichnis:
- Re: Alles wird gut!!!40! - IKB zum vierten Mal gerettet
- Re: Alles wird gut!!!40! - Once in a Generation Opportunity to Buy Bank Stocks
- Re: Alles wird gut!!!40! - Yen Swaps
- Re: Alles wird gut!!!40! Goldman Sachs Abschreibungen und Level3-Magie
- Re: Alles wird gut!!!40! - Morgan Stanley und Goldman Sachs leihen sich Geld zu Testzwecken
Inhalt:
http://www.ftd.de/unternehmen/finanzdienstleister/:IKB%20Mal/333575.html
Rekordtief!!! Kaufen!
Zitat:"IKB ein viertes Mal gerettet"
"Die IKB hatte am Donnerstag bekanntgegeben, im Zusammenhang mit den
neuen Wertberichtigungen von der Großaktionärin KfW zusätzliche
450 Mio. Euro erhalten zu haben. Die Aktie brach durch diese Nachricht
um bis zu 14 Prozent auf ein Rekordtief von 4,36 Euro ein."
"Die IKB hatte am Donnerstag bekanntgegeben, im Zusammenhang mit den
neuen Wertberichtigungen von der Großaktionärin KfW zusätzliche
450 Mio. Euro erhalten zu haben. Die Aktie brach durch diese Nachricht
um bis zu 14 Prozent auf ein Rekordtief von 4,36 Euro ein."
Rekordtief!!! Kaufen!
Hat die IKB noch Wert? Klar, als abschreckendes Beispiel...
http://ftalphaville.ft.com/blog/2008/03/20/11760/once-in-a-generation-opportunity-to-buy-bank-stocks-punk-ziegel/
Bankaktien kaufen, los, los
Zitat:“Once in a Generation Opportunity to Buy Bank Stocks” - Punk Ziegel
"Despair not. It’s the Easter weekend. Salvation may be upon
us. The financial crisis is over, says Richard Bove of US brokerage
Punk Ziegel & Co."
"Despair not. It’s the Easter weekend. Salvation may be upon
us. The financial crisis is over, says Richard Bove of US brokerage
Punk Ziegel & Co."
Bankaktien kaufen, los, los
http://ftalphaville.ft.com/blog/2008/03/18/11687/the-america-premium-this-could-hurt/
Zitat:"The last time the swap moved in this fashion was back in the 1990s,
when concerns about the Japanese banks prompted the so-called
“Japan premium.”
Now the situation appears reversed. Counterparty concerns about the
US banks may have prompted funds to start unwinding their trades. Now
it’s starting to look like a stampede to get out, with no bid on
the swap."
when concerns about the Japanese banks prompted the so-called
“Japan premium.”
Now the situation appears reversed. Counterparty concerns about the
US banks may have prompted funds to start unwinding their trades. Now
it’s starting to look like a stampede to get out, with no bid on
the swap."
Apropos Goldman Sachs, der Firma, die die Wall Street gerettet hat, weil
ihre Gewinne sich nur halbiert haben...
Level 1: Assets that are actively and widely traded. mark-to-market.
Level 2: mark-to-model.
Level 3: Assets that are so infrequently traded that there is no easy
way to ascertain their value. Companies are allowed to use "unobservable
inputs" and "assumptions" to assign a value to them. Some people called
this mark-to-fantasy.
8% davon sind soetwas wie 64 Mrd, für die es keinen Markt gibt. Wenn das meine64Mrd. wären, würde ich nervös.
ihre Gewinne sich nur halbiert haben...
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ah3QcDavWGXs
Zitat:"Goldman's so-called Level 3 assets, which are the hardest to value,
rose to about 8 percent of the firm's total assets from about 7
percent in the prior quarter, Viniar told analysts. The increase
was largely related to commercial real estate loans that were moved
from Level 2, where assets are valued in part using market prices,
to Level 3."
rose to about 8 percent of the firm's total assets from about 7
percent in the prior quarter, Viniar told analysts. The increase
was largely related to commercial real estate loans that were moved
from Level 2, where assets are valued in part using market prices,
to Level 3."
Level 1: Assets that are actively and widely traded. mark-to-market.
Level 2: mark-to-model.
Level 3: Assets that are so infrequently traded that there is no easy
way to ascertain their value. Companies are allowed to use "unobservable
inputs" and "assumptions" to assign a value to them. Some people called
this mark-to-fantasy.
Mit anderen Worten, GS hat einige Sachen nicht abgeschrieben, sondernals Level 3 gekennzeichnet. Und hat insgesamt 8% Level 3.
http://sec.gov/Archives/edgar/data/886982/000095012308003076/y51528e8vk.htm
Zitat:Laut dem GS Form 8-K, Seite 10, hat die Firma am 29.2.2008 873 Mrd Dollar
Assets.
"As of February 29, 2008, total capital was $222.11 billion,
consisting of $42.63 billion in total shareholders’ equity (common
shareholders’ equity of $39.53 billion and preferred stock of $3.10
billion) and $179.48 billion in unsecured long-term borrowings. Book
value per common share was $92.44 and tangible book value per common
share was $80.28 (1), each increasing 2% during the quarter. Book
value and tangible book value per common share are based on common
shares outstanding, including restricted stock units granted to
employees with no future service requirements, of 427.6 million at
period end."
Assets.
"As of February 29, 2008, total capital was $222.11 billion,
consisting of $42.63 billion in total shareholders’ equity (common
shareholders’ equity of $39.53 billion and preferred stock of $3.10
billion) and $179.48 billion in unsecured long-term borrowings. Book
value per common share was $92.44 and tangible book value per common
share was $80.28 (1), each increasing 2% during the quarter. Book
value and tangible book value per common share are based on common
shares outstanding, including restricted stock units granted to
employees with no future service requirements, of 427.6 million at
period end."
8% davon sind soetwas wie 64 Mrd, für die es keinen Markt gibt. Wenn das meine64Mrd. wären, würde ich nervös.
64 Mrd. "Marked to fantasy" versus 42,63 Mrd Eigenkapital. Mutig.
Re: Alles wird gut!!!40! - Morgan Stanley und Goldman Sachs leihen sich Geld zu Testzwecken
Uwe Ohse, 2008-03-21
Uwe Ohse, 2008-03-21
http://www.bloomberg.com/apps/news?pid=20601068&sid=a7VHAq.o6kwU&refer=home
Das ist _zu_ schön. MS und GS leihen sich Geld zu Testzwecken
Zitat:Morgan Stanley and Goldman Sachs Group Inc. said yesterday that
they borrowed to ``test'' the new lending facility, while Lehman
Brothers Holdings Inc.'s financial chief said the company was using
the facility to ``show some leadership.'' The Fed report today showed
that the lending averaged $13.4 billion in the week ended yesterday.
they borrowed to ``test'' the new lending facility, while Lehman
Brothers Holdings Inc.'s financial chief said the company was using
the facility to ``show some leadership.'' The Fed report today showed
that the lending averaged $13.4 billion in the week ended yesterday.
Das ist _zu_ schön. MS und GS leihen sich Geld zu Testzwecken
Gruß, Uwe
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