jup, näiteks Saab Aero saab kätte $19,425 taalaga ($24,600 +$695 Transportation fee +$130 Prep$Handling fee -$6000 rebate). Not bad I say, not bad, sellise võtaks isegi...
B.
Minu arvates võimsad kampaaniad on automüüjatele üsna valusalt kätte maksnud (meenutame 0% intresse), et kas selle Saabi pealt teenimisruumi enam GM-ile jääb?
Banc of America arvab siiski teisiti ja tõstab GMi reitingut.
kadedaks teeb kui siin peab sama raua eest 2x rohkem maksma.
General Motors U.S. Sales Jump 47 Percent on Discounts; Toyota, Ford Gain
GM on viimastel kuudel päris kõvasti pihta saanud, augusti algusest ca. kolmandiku aktsia väärtusest kaotanud. Tundub, et "employee discount" mõjus vaid üsna lühiajaliselt. Viimasel nädalal müük juba veidi paaniliseks läinud, seega panen oma lühikese positsiooni kinni. Ehk saab kõrgemalt uuesti võtta.
Kristjan, meie jutt käis, kui GM kauples 30-32 dollari kandis. Kas sa poleks vahepeal pidanud välja stoppima? sest vahepeal oli positsiooni min. 6 punkti vee all. :)
Siis läks aktsia liiga järsult üles, et shortida. Shortisin siis kui augusti lõpus $33 taseme murdis. Siiski - risk selle aktsia puhul korralik, seega kogus polnud väga suur.
Ma usun, et näeme veel madalamaid tasemeid, kuid sellise languse peale võib päris suure ulatusega põrkeid näha, seega lühiajaliselt väljas.
Ma usun, et näeme veel madalamaid tasemeid, kuid sellise languse peale võib päris suure ulatusega põrkeid näha, seega lühiajaliselt väljas.
U.S. SAYS GRANTS ANTITRUST CLEARANCE FOR KERKORIAN TO RAISE STAKE IN GENERAL MOTORS
Nagu näha ei olnud tänasest Kerkoriani uudisest erilist tolku.
Eile alandas S&P vist pikaajaliste GM võlakohustuste reitingu D- peale?
Tekiks lihtsalt küsimus, et millest selle GMi kasv peaks tulema - midagi huvitavat nad ei tooda minu meelest ju? Kas bensiini laks ei peaks enim GMi mõjutama, et meisterdavad vist 6L mootoriga ja karburaatoriga linnasõidukeid nad?
Eile alandas S&P vist pikaajaliste GM võlakohustuste reitingu D- peale?
Tekiks lihtsalt küsimus, et millest selle GMi kasv peaks tulema - midagi huvitavat nad ei tooda minu meelest ju? Kas bensiini laks ei peaks enim GMi mõjutama, et meisterdavad vist 6L mootoriga ja karburaatoriga linnasõidukeid nad?
Aga Barrons arvab, et GM võib pankrotti minna:
GM General Motors: A bankrupt idea - Barron's (27.98 ) -Update-
Barron's discusses GM, saying that much have been written about the co's legacy costs, the mammoth pension and health-care obligations to active and, especially, retired workers that threaten to destroy the auto maker. But, ominously one analyst has concluded that even if all of those costs were eliminated, something that seems impossible, GM wouldn't be able to avoid bankruptcy unless it makes other drastic changes. GM's legacy obligations include over $60bn for the co's biggest millstone: health care. But "even if the unions and the retirees agreed to a 100% elimination of all pension and medical benefits," says Ron Tadross, of BofA, "GM would still not be especially competitive." Ranked against rivals like Toyota (TM), GM operates at a $2,500 disadvantage per vehicle, losing money, on avg, on every vehicle it sells, vs Toyota's $1,700 profit. Legacy costs account for just $500 of this. Tadross has said that the chance of GM filing for bankruptcy now stands at 30%. And two other well-known auto analysts, who asked not to be identified, tell Barron's that the odds are 50-50.
GM General Motors: A bankrupt idea - Barron's (27.98 ) -Update-
Barron's discusses GM, saying that much have been written about the co's legacy costs, the mammoth pension and health-care obligations to active and, especially, retired workers that threaten to destroy the auto maker. But, ominously one analyst has concluded that even if all of those costs were eliminated, something that seems impossible, GM wouldn't be able to avoid bankruptcy unless it makes other drastic changes. GM's legacy obligations include over $60bn for the co's biggest millstone: health care. But "even if the unions and the retirees agreed to a 100% elimination of all pension and medical benefits," says Ron Tadross, of BofA, "GM would still not be especially competitive." Ranked against rivals like Toyota (TM), GM operates at a $2,500 disadvantage per vehicle, losing money, on avg, on every vehicle it sells, vs Toyota's $1,700 profit. Legacy costs account for just $500 of this. Tadross has said that the chance of GM filing for bankruptcy now stands at 30%. And two other well-known auto analysts, who asked not to be identified, tell Barron's that the odds are 50-50.
GM saab 1 miljard kulusid kokku hoida ja pensionikohustused vähenevad 1/3 võrra:
GM General Motors, UAW talk late into night on health cuts - WSJ
According to the WSJ, GM and the UAW negotiated into the evening Sun in hopes of reaching a breakthrough deal to cut the co's health-care bills. After making some progress going into the weekend, the 2 sides were aiming to wrap up an agreement that GM could present as soon as Mon as it reports what is expected to be a 3Q loss in N-America. GM would like to ease the blow of a poor 3Q showing by announcing a deal to pare the $5.6bn it spends annually on health care. GM has indicated to the union that it would unilaterally cut retirees' pension benefits if the sides can't agree on a substantial package to reduce health-care expenses. "Even though there's not a contract deadline or anything, they have to work until the last minute," said David Cole, chmn of the CAR, and a consultant with deep ties to GM. "You really get the feeling that they aren't in reverse."
GM General Motors, UAW talk late into night on health cuts - WSJ
According to the WSJ, GM and the UAW negotiated into the evening Sun in hopes of reaching a breakthrough deal to cut the co's health-care bills. After making some progress going into the weekend, the 2 sides were aiming to wrap up an agreement that GM could present as soon as Mon as it reports what is expected to be a 3Q loss in N-America. GM would like to ease the blow of a poor 3Q showing by announcing a deal to pare the $5.6bn it spends annually on health care. GM has indicated to the union that it would unilaterally cut retirees' pension benefits if the sides can't agree on a substantial package to reduce health-care expenses. "Even though there's not a contract deadline or anything, they have to work until the last minute," said David Cole, chmn of the CAR, and a consultant with deep ties to GM. "You really get the feeling that they aren't in reverse."
GM põrkab päris korralikult :)
Jep, väga korralikult, ootused olid ilmselt kusagil veel allpool. Aktsia juba $31 juures. Minu jaoks pigem hea võimalus uuesti lühike positsioon võtta.
21, mis mõtted liiguvad?
Oih, ei näinudki teemat - GM Pankrott.
General Motorsi dividenditootlus juba ca. 10%
2006.a. sellises mahus dividendi on sul sama suur lootus näha kui [sisesta mingi väga ebatõenäoline asi].
Kerkoriani Tracinda on müünud 12M GM aktsiat detsembris, kuid omab endiselt 44M aktsiat,
see võib olla tax-loss selling ja ei ole välistatud, et ta ostab need järgmisel aastal tagasi
turuvaatlejad(Bloomberg TV) arvavad, et selle uudise mõjul läheb aktsia täna langusse
see võib olla tax-loss selling ja ei ole välistatud, et ta ostab need järgmisel aastal tagasi
turuvaatlejad(Bloomberg TV) arvavad, et selle uudise mõjul läheb aktsia täna langusse
see on tax-loss selling
18:05 GM General Motors: Tracinda sells 12 mln GM shares in Dec -- SEC Filing (19.85 ) -Update-
On December 15, 2005, and December 19, 2005, Tracinda sold 5,000,000 shares and 7,000,000 shares, respectively, of General Motors common stock in private transactions. Tracinda sold these shares because it is eligible for substantial federal and California corporate income tax savings if it incurs a capital loss prior to the end of its current fiscal year, January 31, 2006. The capital loss will offset certain capital gains realized by Tracinda in an unrelated transaction. According to the filing, Kirk Kerkorian's Tracinda continues to hold a position of 44 mln shares (or 7.8%).
18:05 GM General Motors: Tracinda sells 12 mln GM shares in Dec -- SEC Filing (19.85 ) -Update-
On December 15, 2005, and December 19, 2005, Tracinda sold 5,000,000 shares and 7,000,000 shares, respectively, of General Motors common stock in private transactions. Tracinda sold these shares because it is eligible for substantial federal and California corporate income tax savings if it incurs a capital loss prior to the end of its current fiscal year, January 31, 2006. The capital loss will offset certain capital gains realized by Tracinda in an unrelated transaction. According to the filing, Kirk Kerkorian's Tracinda continues to hold a position of 44 mln shares (or 7.8%).