Futuurid on ca 1.2% varahommikul plussis ja peamiseks põhjuseks eile hilisõhtune uudis, et Goldman Sachs (GS) on saavutanud kokkuleppe Warren Buffettiga lisakapitali kaasamiseks. Buffettile müüakse $5 miljardi eest 10%lise intressiga eelisaktsiaid ning antakse kaasa õigusi osta 5 aasta jooksul $5 miljardi eest lihtaktsiaid hinnaga $115 (allpool tänast turuhinda). Lisaks Buffetti käest saadavale $5 miljardile plaanib Goldman müüa aktsiaid avalikkusele - mida pole tehtud kordagi alates 2000. aastast alates - veel $2.5 miljardi eest, et veelgi kapitali tõsta.
Buffett on hea diili teinud ja seda on täna hommikul ka mitmed analüütikud rõhutanud. Samas, Buffetti nimi Goldman Sachsi taga näitab investeerimismaailmale, et Buffett julgeb GSi osta ja nii on ehk GSil kergem $2.5 miljardi eest aktsiaid avalikkusele müüa… ja see on ka väärt midagi.
Glitnir:
"VTB has released its 1H08 IFRS results, reporting improved net profit and positive growth in assets and the loan portfolio. The bank beat our and consensus expectations in net profit by 13% and 5%, respectively. In the loan portfolio and assets volume, VTB exceeded our and consensus expectations by approximately 1%."
"The bank is currently traded at a 2008e P/E of 8.8x and P/B of 0.7x, which we believe is very low compared to its peers."
Goldman Sachs-GS to double size of stock sale to $5B, people say-Bloomberg
Goldman increased the size due to accelerated bookbuilding. Goldman said it would sell at least $2.5B of stock yesterday.
Paistab, et nad ise ka ei usu, et Buffeti mõju kaua kestaks, vaja kähkukähku tegutseda.
Goldman increased the size due to accelerated bookbuilding. Goldman said it would sell at least $2.5B of stock yesterday.
Paistab, et nad ise ka ei usu, et Buffeti mõju kaua kestaks, vaja kähkukähku tegutseda.
Goldman Sachs said to double size of stock sale to $5 bln - Bloomberg
jim 1 : Henno 0
:(
:(
See kuradi putitamine tekitab mingit nmedat paigaltammumist. Natuke stock kukub siis kiunutakse ja putitatakse jälle üles, siis sealt kukub jälle, siis jälle kiunutakse ja putitatakse üles. Kurat kuna nad ükskord aru saavad, et ei ole ega tule niipea põhjuseid et stock peaks ülespoole liikuma räigelt. Ma ei saa aru mis usakad arvavad et ongi normaalne kui stock jookseb ringi mulli tipu hindadega. See oleks a la sama kui eesti valitsus hakkaks kinnisvaraturgu reguleerima, ikka ülespoole ja ülespoole.
Siinkohal tuletaksin meelde vana head reeglit, kui miski smells like SCAM siis probably see ka on. Paulsoni plan smells like SCAM. If you lie, lie SO big that noone believes that you lie. :)
Siinkohal tuletaksin meelde vana head reeglit, kui miski smells like SCAM siis probably see ka on. Paulsoni plan smells like SCAM. If you lie, lie SO big that noone believes that you lie. :)
Venemaal tunniks ajaks kauplemine peatatud.
Miks?
Seekord viidatakse tehnilistele probleemidele.
GS Goldman Sachs: Buffet Interview on CNBC -Update-
Says he would lovbe to have $700 bln because there is the potential to make a lot of money for this deal...
ma ei tee seda, aga pmst ostaks turgu selle commendi peale.
Says he would lovbe to have $700 bln because there is the potential to make a lot of money for this deal...
ma ei tee seda, aga pmst ostaks turgu selle commendi peale.
ühes teises foorumis (TI) välja toodud ülalmaintud intrvjuus olnud Buffeti teine lahe lause (neid oli veel): economy is like a bath tub, 'you can't have cold water in the front and hot water in the back' :)
Lugege nüüd Buffeti kõnet väga tähelepanelikult.Juba sõnade ja komade paigutus võib viia Eufooriast kaoseni.Ma arvan,et siin on tööd Buffeti "koodi" lahti muukimiseks tervetel meeskondadele.
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White Knight Buffett Rides to the Rescue
By Rev Shark
RealMoney.com Contributor
9/24/2008 7:52 AM EDT
Necessity never made a good bargain.
-- Benjamin Franklin
Warren Buffett is stealing a nice little piece of Goldman Sachs (GS) , and the financial sector is celebrating. One of the great things about Buffett is that he knows how to take advantage of a weak opponent. Not only does he get preferred stock yielding a 10% dividend forever, but he gets some nicely priced warrants to go with it.
At this point, the market is celebrating any and all deals in the financial sector, no matter how bad they may be. The dilution that is taking place in some cases is and will be tremendous, and many common shareholders will be essentially wiped out, especially as the terms of the big bailout evolve. However, things are so bad that the market is happy that a bank or broker can sell a piece of itself at any price.
Regardless of how good of deal it may be for Buffett, the move is having a positive psychological impact, and that is good enough for now. The big problem confronting the market right now is a lack of confidence. Despite the talk that this massive bailout deal will reassure markets, it is having just the opposite effect so far. The bailout brings to the forefront how deep and severe the problems really are, and it makes it clear that no one really knows for sure what the best solution might be.
It is very likely that some form of the bailout will be passed in the next week or so, but I'm not sure we can count on a vigorous and long-lasting positive response from the markets. It will help to remove some tremendous uncertainty and replace it with something that isn't quite as bad -- at least in theory.
Given how choppy the trading has been lately, anything that gives us less crazy volatility would be helpful. Yesterday, for example, the indices traded into the green a couple times but then closed deeply into the red. That sort of action just scares away investors who are getting sick and tired of this market.
So we shall see today if the investment by Buffett can have a lasting impact as we are once again are treated to a long day of political yammering over the bailout deal. Today the House has its turn, and that is sure to reinforce the idea that many of these people have no idea what they are doing.
Technically the markets are oversold and ripe for a bounce, so the timing of the Buffett deal is perfect. The question is whether a move will have legs, and we certainly can't anticipate that right now.
Stay lean, stay mean, stay flexible. Take profits when you can and ignore the bottom-callers who are sure to belch out their predictions once again, proclaiming that the worst is over. I have no idea when the worst will be over, but I do know that we will have plenty of time to participate in a better market when it is.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: LOW +1.6% (light volume), WOR +1.3%... Select financial related names showing strength: FRE +34.1%, FNM +29.4%, DSL +19.9%, RBS +6.2%, WM +4.7%, MS +4.6%, AIG +4.4%, GS +3.9% (announced that Berkshire Hathaway confirms the co will to invest $5 bln in GS), BK +3.7% (will provide support to clients invested in money market mutual funds; Expects after-tax charge of ~$425 mln), BAC +2.1%, BCS +2.0%... Select solar names trading higher: ESLR +17.9%, AKNS +11.2%, YGE +7.9% (will supply PV modules to "largest university campus solar energy facility in the US"), SOLF +6.0%, TSL +5.2%, STP +5.1%, SPWR +5.0%, FSLR +4.7%, CSIQ +3.6%, SOL +3.5%... Other news: SQNM +16.2% (announces additional, positive results for Down Syndrome test; correctly identified 100% of samples, (i.e. sensitivity or detection rate), without any false-positive outcomes), ENER +9.8% (rebounding after yesterday's 15%+drop), MAS +6.0% (Cramer makes positive comments on MadMoney), WFR +3.6% (sees Q3 revs of $520-540 mln vs $594.01 mln First Call consensus following impact from Hurricane Ike; also upgraded to Outperform at RBC), NOK +2.8% (still checking for anything specific).
Allapoole avanevad:
General news: MRX -27.5% (announces intent to restate financial statements), CNX -7.5% (lowers Q3 coal production guidance), LYG -7.0% (still checking), AAUK -5.3% (still checking for anything specific), JRCC -5.1% (files prospectus for 1.5 mln share common stock offering), OFC -2.0% (announces offering of 2 mln shares), EQY -1.8% (announces launch of offering of 2.2 mln common stock)... Analyst comments: JNPR -3.0% (downgraded to Underperform at Merrill), HTZ -2.0% (downgraded to Neutral at Goldman - DJ).
By Rev Shark
RealMoney.com Contributor
9/24/2008 7:52 AM EDT
Necessity never made a good bargain.
-- Benjamin Franklin
Warren Buffett is stealing a nice little piece of Goldman Sachs (GS) , and the financial sector is celebrating. One of the great things about Buffett is that he knows how to take advantage of a weak opponent. Not only does he get preferred stock yielding a 10% dividend forever, but he gets some nicely priced warrants to go with it.
At this point, the market is celebrating any and all deals in the financial sector, no matter how bad they may be. The dilution that is taking place in some cases is and will be tremendous, and many common shareholders will be essentially wiped out, especially as the terms of the big bailout evolve. However, things are so bad that the market is happy that a bank or broker can sell a piece of itself at any price.
Regardless of how good of deal it may be for Buffett, the move is having a positive psychological impact, and that is good enough for now. The big problem confronting the market right now is a lack of confidence. Despite the talk that this massive bailout deal will reassure markets, it is having just the opposite effect so far. The bailout brings to the forefront how deep and severe the problems really are, and it makes it clear that no one really knows for sure what the best solution might be.
It is very likely that some form of the bailout will be passed in the next week or so, but I'm not sure we can count on a vigorous and long-lasting positive response from the markets. It will help to remove some tremendous uncertainty and replace it with something that isn't quite as bad -- at least in theory.
Given how choppy the trading has been lately, anything that gives us less crazy volatility would be helpful. Yesterday, for example, the indices traded into the green a couple times but then closed deeply into the red. That sort of action just scares away investors who are getting sick and tired of this market.
So we shall see today if the investment by Buffett can have a lasting impact as we are once again are treated to a long day of political yammering over the bailout deal. Today the House has its turn, and that is sure to reinforce the idea that many of these people have no idea what they are doing.
Technically the markets are oversold and ripe for a bounce, so the timing of the Buffett deal is perfect. The question is whether a move will have legs, and we certainly can't anticipate that right now.
Stay lean, stay mean, stay flexible. Take profits when you can and ignore the bottom-callers who are sure to belch out their predictions once again, proclaiming that the worst is over. I have no idea when the worst will be over, but I do know that we will have plenty of time to participate in a better market when it is.
-----------------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: LOW +1.6% (light volume), WOR +1.3%... Select financial related names showing strength: FRE +34.1%, FNM +29.4%, DSL +19.9%, RBS +6.2%, WM +4.7%, MS +4.6%, AIG +4.4%, GS +3.9% (announced that Berkshire Hathaway confirms the co will to invest $5 bln in GS), BK +3.7% (will provide support to clients invested in money market mutual funds; Expects after-tax charge of ~$425 mln), BAC +2.1%, BCS +2.0%... Select solar names trading higher: ESLR +17.9%, AKNS +11.2%, YGE +7.9% (will supply PV modules to "largest university campus solar energy facility in the US"), SOLF +6.0%, TSL +5.2%, STP +5.1%, SPWR +5.0%, FSLR +4.7%, CSIQ +3.6%, SOL +3.5%... Other news: SQNM +16.2% (announces additional, positive results for Down Syndrome test; correctly identified 100% of samples, (i.e. sensitivity or detection rate), without any false-positive outcomes), ENER +9.8% (rebounding after yesterday's 15%+drop), MAS +6.0% (Cramer makes positive comments on MadMoney), WFR +3.6% (sees Q3 revs of $520-540 mln vs $594.01 mln First Call consensus following impact from Hurricane Ike; also upgraded to Outperform at RBC), NOK +2.8% (still checking for anything specific).
Allapoole avanevad:
General news: MRX -27.5% (announces intent to restate financial statements), CNX -7.5% (lowers Q3 coal production guidance), LYG -7.0% (still checking), AAUK -5.3% (still checking for anything specific), JRCC -5.1% (files prospectus for 1.5 mln share common stock offering), OFC -2.0% (announces offering of 2 mln shares), EQY -1.8% (announces launch of offering of 2.2 mln common stock)... Analyst comments: JNPR -3.0% (downgraded to Underperform at Merrill), HTZ -2.0% (downgraded to Neutral at Goldman - DJ).
Kauplemise taasalustamine Venemaal lükati veelgi edasi.
GSi poolt avalikult pakutud aktsiate hinnaks on $123.
Trading resumes 13:30 GMT, 16:30 Tallinn
August Existing Home Sales 4.91 mln vs 4.94 mln, -2.2% m/m
Pressikas ka selline lõik:
"Historically, housing has led the nation out of economic doldrums – there will not be an economic recovery without a housing recovery."
"Historically, housing has led the nation out of economic doldrums – there will not be an economic recovery without a housing recovery."
See GS diil on ghey as hell. Best bet kogu ameerika finantssektoris tõstab loan-sharki tingimustega rutsi + Bernanke & Paulson on sisuliselt välja öelnud, et ameerika finantssüsteem on pekkis. Ostakaa Noodle Soup (NDL.SP) & short this pig to oblivion.