LHV finantsportaal

Foorum Investeerimine

Lehman Brothers (LEH)

Kommentaari jätmiseks loo konto või logi sisse

  • Lehman Brothersist on hakatud rääkima kui järgmisest Bear Sternsist ning firma on lähedal oma osade, sealhulgas Neuberger Bermani müügile. Eile langes aktsia nende uudiste peale üle 14 protsendi. Mis võib oodata Lehmani Brothersit lähitulevikus?
  • (LEH) Lehman Brothers: (Lehman Brothers Holdings Inc LEH 14.04, -2.16, -13.3%) Talks between the investment bank and Korea Development Bank have ended, the chairman of South Korea's Financial Services Commission said, according to Dow Jones Newswires. He declined to say what if any conclusions had been reached, the report said.
  • Lehman Brothers was set to announce "key strategic initiatives" on
    Wednesday after the U.S. investment bank's shares plunged more than 45 percent
    to a decade low on funding worries.
    Lehman is in talks with BlackRock Inc to sell some British real
    estate assets, people familiar with the matter told the Wall Street Journal, and
    also plans to spin off some commercial real estate assets into a new company.
    It is also seeking investors for part of its investment management unit,
    which includes the profitable asset-manager Neuberger Berman -- a sale that
    could fetch about $5 billion, the Wall Street Journal said.
    A South Korean government official said state-owned Korea Development Bank
    (KDB) had ended talks on a possible investment in the troubled U.S. bank, but
    state news agency Yonhap quoted an unnamed official as saying KDB was seeking
    management rights in Lehman for around $6 billion.
  • Korea Development Bank (KDB)

    [KDB.UL] has made an offer for a possible investment in Lehman Brothers and is waiting for a response, a KDB official in charge of the talks told Reuters on Wednesday.

    "Our proposal has been delivered to them, and they are reviewing it," the official said on condition of anonymity because of the sensitivity of the matter.

    "Considering all circumstances, it looks difficult to reach a deal."

  • KDB ja LEH deal is off, lugu ise börsipäeva foorumis!
  • Siia ka siis uudis.

    USA suurpank Lehman Brothers andis ise sisse pankrotiavalduse
    Postimees, 15.09

    USA suuruselt neljas investeerimispank Lehman Brothers andis ise sisse pankrotiavalduse.

    Lehman on kandnud miljardite dollarite suurust kahju USA eluasemelaenude turul, kirjutab BBC.
    Lehman Brothers, USA keskpank ja rahandusministeerium pidasid nädalavahetusel läbirääkimisi võimalike ostjatega ning kuna tugevaimad, Barclays ja Bank of America, tõmbusid tagasi, kasvas järsult oht, et investeerimispank kukub aktsiaturu avanedes kokku.

    Lehmani pankrott lisab hoogu üleilmsele finantskriisile. Teisalt annab pankrotimenetlus aega ettevõttele või selle osadele uute ostjate leidmiseks.
  • probleemid tasapisi järjest tähtsusetumaks muutunud LEH osas on siiski juba nii kaua kestnud, et sellist võimalust ei saanud enam välistada. Pisut esialgset soigumist ja tõenäoliselt jääb peale arvamus, et see näitab antud juhul "süsteemi tugevust", mitte nõrkust, et kärnasemad koerad ikkagi ka maha lastakse.
  • Tõepoolest - jäänud oligi ju veel vaid vormistmine.
  • Mis saab aktsiate omanikest? Kas makstakse midagi? Kas sellist infot on? Mis saab PUT-ide omanikest?
  • viimased saavad USA'sse sissesõidukeelu, muud midagi.
  • RTRS - Citigroup, Bank of New York Mellon, Azora Bank, Mizuho Financial Group, among Lehman’s top unsecured creditors.
    RTRS - Citigroup, Bank of New York Mellon hold about $138bln of Lehman’s bond debt as indenture trustees, under LBHI senior notes.
    Lehman’s total debts (as at May 31st) $613bn.
  • Ma ei saa seda osta. Shipping to USA ONLY!:(
  • jyriado,
    hädas aitab http://www.netikuller.ee/

    ;-)
  • Q: Since I live in New York, will you waive the shipping charge?
    A: OK but just this once
    Q: Reichsmarks accepted if I win the bid?
    A: Ja, but only if transportable in wheel barrows.
    Q: Should I be the successful bidder, can you guarantee that all the corporate hottie, can't type, can't spell, oh, um, "personal assistants" will be retained for the new administration?
    A: if you have to ask .... you are not a serious buyer
    Q: What will you accept as collateral? I have Enron Class C paper and several reams of Washington Mutual letterhead.
    A: now your talking --- Q. where is Enron paper traded?
    Q: Can I demote the CEO to a janitor after I make this purchase?
    A: we expect you will be working along side him.
    Q: Does it come with that life sized inflatable punch bag of Alan Greenspan
    A: Yes and if you act now we'll throw in an inflatable Bernanke and Paulson
    Q: How many years do you allow for payment if using the PayPal Easy Monthly Payment Plan?
    A: Best offer gets this puppy.. you can do better than that.
    Q: My office is across the hall from a Lehman branch. There is a cute blonde receptionist by the name of Halley that works there. Is she included in this sale?
    A: This would be a separate transaction between you and Halley, however as the prestigious owner of an investment bank ... you have the wind at your back
    Q: My mother says she'll send you a note promising to send you my allowance for the next three years- would this be acceptable payment?
    A: please send info on your mother asap
    Q: Will you toss AIG in with it as a bonus item? Will the Federal Reserve help with the auction fees?
    A: AIG = All Is Good ... of course.. though we do not own them. Reserve no can do
    Q: If I buy this and it all goes bad, will the Federal Reserve give me unlimited funds to make it all better? How much dummy spitting would I need to do?
    A: not this time a lot
    Q: Can I pay with shares of WAMU or AIG?
    A: no .. we don't have time to look at their book(s)(s)
    Q: How about the toxic mortgage securities and all of the debt? Is that included?
    A: duh
    Q: Will I still be expected to pay executives large performance bonuses, or have they already taken all the money?
    A: Yes to both questions
    Q: I'm a little short on cash right now, would you be willing to finance my purchase?
    A: we are considering a COO right now (see earlier response) you can be asst. COO
    Q: Does it come with any pie? I like Pie. 87 peices please.
    A: yea
    Q: Does this auction include the corporate yatch? Corporate jet?
    A: and the corporate T shirts mugs, pens etc.
    Q: Does Dick Fuld come with this lot and, if so, will come with options?
    A: Dick is available though you will have to negotiate with him. at this point we have no options.. (chapter 11)
    Q: Can I forcibly eject the current home owners?
    A: the rats have already left the bldg.
    Q: If I purchase LEH, can I use my '78 Chevy Nova (currently on blocks) for collateral (a few $B) at the Fed begging window?
    A: see earlier comments -- doesn't Nova mean no go?
  • ja mina arvasin, et Lehmani aktsia kukub, kuna shordid seda ründavad...
  • On the first day of school in America, a teacher decided to get to know the kids by asking them their names and what their fathers did for a living. The first little girl said: “My name is Mary and my daddy is a postman.” The next little boy said: “I'm Andy and my dad is a mechanic.” Then another little boy said: “My name is Jimmy and my father is a striptease dancer in a cabaret for gay men.” The teacher gasped and quickly changed the subject, but later in the schoolyard the teacher approached Jimmy privately and asked if it was really true that his dad danced nude in a gay bar. The kid blushed and said, “I'm sorry, but my dad is a bookkeeper at Lehman Brothers and I was just too embarrassed to say so.”
  • The NY Times reports Barclays (BCS) announced Wednesday that it had struck an agreement to buy Lehman's (LEH) core capital markets businesses for the fire-sale price of $1.75 bln — far less than Lehman had hoped for. The accord, announced in London on Wednesday, could save 8,000 to 10,000 Lehman jobs and allow Robert E. Diamond Jr., the president of Barclays, to attain his longtime goal of expanding his bank's reach in the U.S. A statement from Barclays on Wednesday confirmed the price of $1.75 bln. "This is a once in a lifetime opportunity for Barclays," said Mr. Diamond. The deal, which also includes Lehman's Midtown Manhattan headquarters building and two data centers — accounting for $1.5 bln of the deal's value — must be approved by a judge overseeing Lehman's bankruptcy proceedings. Barclays said it expected to raise $1 bln in equity to support the deal. Lehman had hoped to get as much as $5 bln for its investment management business, though it may not even receive that amount after the bankruptcy filing. If it gets the full $5 bln and $1.75 bln from the sale of its capital markets unit, the combined amount would value Lehman at around $10 a share — the same fire-sale price at which Bear Stearns was sold to JPMorgan Chase (JPM).
  • See saab olema Barclays läbi aegade kõige rumalam otsus. Nad kannavad kõik tehinguga seotud varad maha ja koondavad kõik töötajad. Pankurid, kes peaksid asjadega kõige paremini kursis olema käituvalt käesoleval perioodil hämmastavalt naiivselt.
  • peamiselt käiakse raha välja kinnisvara eest. Jah, "nad kannavad kõik tehinguga seotud varad maha". Sealjuures koheselt ja lükkavad buldooseriga kokku.
  • martk, praegu käib ju selgelt positsioonide ümbermängimine. Nõrgad süüakse ära tugevamate poolt ja võetakse sisse positsioone järgmiseks tõusuperioodiks. BCS viskab 3% oma MCapist lauda, et korjata üles töötav suur süsteem kõige olulisemas finantskeskuses. Suhteliselt harukordne võimalus nende jaoks. Hea diil nende jaoks. Eriti arvestades, et müüja ei saa raskesti kättesaadavat mängida.
  • Mis võiks saada tänases situatsioonis LEH aktsionäridest (common shares)?

    Tõmmatakse kott pähe ja seotakse nööriga seejärel veel lõua alt kinni ka?
  • Miks nii kurvalt LEH aktsionäridest räägid, et kott nööriga kinni? Fed´il pole enam raha nööri jaoks..............
  • Veidi praeb, aga küll talle kosilasi leidub kui hinnad parajad on.
  • mark: need vaated, mida sa esindad, pole enam ammu mingi "alternatiivne reaalsus". Praktiliselt iga nädal on Roubini vms sarnaste seisukohtade esindaja mõnes TV kanalis - need on juba praeguseks piisavalt mainstream seisukohad. Mis, nagu sa tead, ei tähenda, et need seetõttu õiged oleksid, küll aga tavaliselt tähendavad juba hindades kajastumist. Ch.11 eelne LEH kalkulatsioon nende varade väärtuse kohta eeldas näiteks 32% kinnisvarahindade langust (hetkel 18%) ja 50% Californiale.
  • kristjan, jah, turgudel on naiivsust vähemaks jäänud, kuid minu hinnagul ollakse ikka liiga naiivsed - no seda tõestab ju langstrend. Inimesed/massid on väga halva kohanemisvõimega.
  • USA-s toimuv muutub minu jaoks juba täiesti irreaalseks. Üle kahe kolmandiku suurtest investeerimispankadest on oma seniseid aktsionäre täielikult alt vedanud (kas dillution või aktsiahinnad on 1996. aasta tasemel või üleüldse mängust väljas). Kuus esikümne kommertspanka on oma aktsionäre oluliselt dilluutinud või mängust väljas. Pankrotiseadused enam ei kehti, otsused , et kes kaotab oma raha, tehakse suletud uste taga ja tavaliselt valitsuseliikme osavõtul.

    Põhjenduseks on siiani toodud eluasemehindade langus, mis vähemalt minu jaoks jääb arusaamatuks. Shilleri indeks näitab USA tasemel alla 25% kukkumist absoluutsest maksimumist. Hea küll, Vegases on kukkumine üle 35%, aga me räägime ikkagi väga hästi diversifitseeritud pankadest, mis ei saa sõltuda ühest kindlast piirkonnast. Kogu elanikkond ei võtnud laenu 0% sissemaksega. Kõik kodanikud, kelle maja turuväärtus on kukkunud alla laenu suuruse, pole lõpetanud maksmist. Töötus on suhteliselt madalal tasemel. Kui kõik need eeldused panna excelisse, jääb sinna väga suur seletamata ala; midagi on jäänud seletamata.

    Kui tõesti suutsid pangad kirjutada default swappe, mis ületasid kodulaenupõhiste derivatiivide väärtust kümnetes kordades, siis pole selge, millele mõtles riskijuhtimine. Selge on see, et oluline osa suurtest pankadest võtsid oma bilanssi suures koguses mingeid väga võimendatud radioaktiivseid instrumente, millel oli vaid kaudne side kodulaenudega. Mis toimub?
  • Minu jaoks on eriti lõbus veel see, et investeerimispangad ja ka muidu pangad USA-s jagavad edasi mingeid investeerimissoovitusi ja hinnasihte. Naljanumber.
  • Väga õige karvakera. Ka mulle on jäänud arusaamatuks, et hinge vaakuvad finantsasutused veel mingeid soovitusi jagava. Parem vaadake, mis teist endist saab mitte aga ärge jagage soovitusi. Iga põhja läinud pank on näide sellest, kuidas asju on väga valesti aetud. Miks üldse peaks keegi nende tainapeade soovitusi järgima, et ka ise põhja minna?
  • aviaator,

    Sest neil on ju suured deskid ja üldse on pankadel kõik eelised (diisiieff tabelid ja muud exceli konstruktsioonid), et üksikisikust kauplejalt/investorilt tema raha ära võtta :(
  • talk about toxic assets...

    Lehmani bilansis on tuumapommi jagu uraani
    http://www.epl.ee/artikkel/465340
  • Paar tundi tagasi otsustas kohus avalikustada ca 2200 leheküljelise raporti Lehmani sündmuste tagamaade kohta.

    http://www.reuters.com/article/idCNN1123945920100311?rpc=44

    Kohtuniku kommentaar: "I consider this to be one of the most extraordinary pieces of work product I have ever encountered," Peck said in remarks from the bench. "It reads like a best seller and it's so well organized that it's actually useful."

    Raportit saab alla laadida kohtu docketitest ja ka blogist lehmanlotto: http://lehmanlotto.blogspot.com/search/label/Lehman

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