帖子列表

• 20080917-Citi-Broker 3Q08 Earnings

  yuzq 发表于: 2008-09-17,

  MS Outperforms Despite Challenging Environment  MS reported 3Q08 EPS of $1.32 vs our estimate of $0.70 and consensus of $0.77 (most of the gains & .

• 20080917-Keefe Bruyette-Morgan Stanle.

  yuzq 发表于: 2008-09-17,

  MS: MS Surprises with Early Release and EPS Beat Expectations

• 20080916-Credit Suisse-Goldman Sachs .

  yuzq 发表于: 2008-09-17,

  First Impressions Goldman Sachs reported 3Q EPS of $1.81. We were at $1.50 (FC: $1.71)—the difference to expectations is largely accounted for by a lower .

• CS: (AIG) - S&P Three Notch Downg.

  njhlyy 发表于: 2008-09-16, 回复: 1

  Following the announcement that S&P is lowering AIG's debt rating by three notches, from AA- to A-, and its insurance financial strength ratings by three not.

• 20080916-Citi-Goldman Sachs Group Inc.

  yuzq 发表于: 2008-09-16, 回复: 1

  3Q08 Early Read  GS reported 3Q08 EPS of $1.81 (vs our estimate of $1.95 and consensus of $1.71)—lowest quarterly EPS in about 3 years.  .

• 20080916-Shinhan Securities-Lehman Br.

  yuzq 发表于: 2008-09-16,

  􀂾 Lehman Brothers files for bankruptcy, Merrill Lynch sold to Bank of America 􀂾 Exposure on Korean banks is insignificant, but will have .

• 20080915-Citi-Lehman Brothers Holding.

  yuzq 发表于: 2008-09-16,

  LEH: Discontinuing Coverage  We are discontinuing coverage of Lehman Brothers Holdings Inc (LEH) as a result of its recent Chapter 11 bankruptcy fi.

• 20080915-Citi-Lehman Implications for.

  yuzq 发表于: 2008-09-16,

  Companies in Our Coverage Universe Have No Material Direct Exposure to Lehman  No Credit Facility Exposure — According to Bloomberg, Lehman is not.

• 20080915-KBWL-Lehman Brothers Holding.

  yuzq 发表于: 2008-09-16,

  LEH: The 'Unthinkable' Happened--LEH Is Gone, Nowhere to Turn.... Event-- We are suspending coverage of Lehman Brothers after it announced today that it h.

• 20080915-Citi-US Banks: LEH/MER/AIG F.

  yuzq 发表于: 2008-09-15,

  Assessing Implications of Recent Market Events  Investors Should Tread Cautiously in the Bank Stocks — We continue to be cautious on the bank stoc.

• CS: AIG - Lowering Price Target Given.

  njhlyy 发表于: 2008-09-15,

  Following the recent announcements that AIG’s debt may be downgraded between one to three notches by S&P, plans to raise up to 40-$50 billion in capital/liq.

• CS: Bank of America/Merrill Lynch -- .

  njhlyy 发表于: 2008-09-15, 回复: 2

  ■ Bank of America announced last night that it has entered into a definitive agreement to purchase Merrill Lynch in an all-stock deal valued at $50 billion..

• 20080915-Citi-Looking Ahead：Brokers .

  yuzq 发表于: 2008-09-15,

  Lehman Bankrupt & Merrill Acquired  Merrill was acquired by B of A for $29 per share, roughly a 70% premium to Merrill’s close on Friday ($17.05)..

• 20080915-Citi-Bank of America Corp (BAC)

  yuzq 发表于: 2008-09-15,

  MER Is Strong Strategic Fit, But Deal Seems Fully Priced  Strategic Rationale Behind Merrill Lynch Acquisition Is Very Strong — The key to this de.

• 国泰君安_8-9月中旬“水泥标准煤价格差”.

  胤铭 发表于: 2008-09-14, 回复: 1

  国泰君安__8-9月中旬“水泥标准煤价格差”环升同降

• 20080912-Citi-Merrill Lynch & Co .

  yuzq 发表于: 2008-09-13, 回复: 1

  Too Much Value For Irrationality  Over $40 of value in a stress scenario. We estimate that Merrill's BlackRock stake is worth $9 per share, its wea.

• 20080911-Citi-Lehman Brothers Holding.

  yuzq 发表于: 2008-09-13,

  Perception Trumps Fundamentals For Now, Downgrading To Hold  Downgrading LEH to Hold vs Buy, previously. We don’t see any potential liquidity issu.

• 20080910-Citi-Lehman Brothers Holding.

  yuzq 发表于: 2008-09-13,

  LEH 3Q08 Early Read  What Lehman has done is create a core bank, non-core bank. The non-core bank will have the commercial mortgage portfolio of ap.

• 20080912-Citi-Deutsche Bank/Deutsche .

  yuzq 发表于: 2008-09-13,

  Deal Announcement: Initial Reactions  Two-Stage Transaction — DB has announced that it is buying 29.75% of Postbank at

• 20080911-Citi-Deutsche Bank/Deutsche .

  yuzq 发表于: 2008-09-13,

  Potential Stake Acquisition: Initial Reactions  DB Confirms Close To A Deal — DB has announced "that it is in advanced discussions with Deutsche P.