Premješteno iz teme: Komentari trgovanja na hrvatskom tržištu kapitala

http://www.thelocal.se/14496/20080922/

Još jedan zamimljiv dio članka

According to the Swedish central bank, "a tidal wave of bankruptcies" between 1990 and 1994 left Sweden’s seven largest banks, which accounted for 90 percent of the market, with loan losses totaling the equivalent of 12 percent of Sweden’s annual gross domestic product (GDP).

To alleviate the sector’s pain, the centre-right government in Stockholm at the time took a hands-on approach, pumping cash into the banks deemed to only have temporary problems and letting the ones believed to have no prospect of viability go under.

Two banks were taken completely over by the state, which in turn offered a blanket guarantee for all creditors, but not for share holders.

"When you reach a certain situation you have to go in and do something that re-establishes confidence. We introduced a guarantee for all creditors but not for stock holders. That guarantee made it possible for everyone to do business with the banks without risk," Lundgren said.

"If a bank was to receive help, we took over a corresponding amount of influence in the bank so we could ensure that we could get the money back," he added.

The Swedish state took over insecure loans during the crisis worth around 65 billion kronor ($9.9 billion) of taxpayer money, but eventually got most of it back through dividends and later reselling the nationalized bank assets.

In contrast, Lundgren said, Washington’s rescue package appears to favour stock holders without much prospect of the tax payer-spent money ever being reimbursed.

"What’s happening in the United States now entails a big risk that stock holders will win. If the banks survive, the stock holders’ holdings will still be there but the tax payers will have to foot the bill," he said.

"I would rather have seen them choose a route where they — with the cash injection — offer to go in as an owner of the banks, giving them influence, and then sell when the crisis is over," he added.

Uvijek se do sada formirala razina prije očekivanih izvještaja, znači ak se očekuju
loši izvještaji samim njihovim izlaskom bi već rasprodaja ili kupnja bila gotova………
na marketu su uvijek i uvijek budu postojali ciklusi gore dole a mi tu moramo surfat, kome
to nije jasno nek se ostavi toga……….uvijek se izmjenjuju periodi veselja i tuge a ako
neko misli godinama čekat dno pa onda misli to je to pogodak; sad uđem i to mi je životno
osiguranje egzistencije taj previše gleda filmove….

JPMorgan sells $10 billion shares, faces Q3 loss

"JPMorgan Chase & Co capped off its purchase of Washington Mutual Inc on Friday by selling $10 billion of stock, more than it expected, while analysts warned the company faces a third-quarter loss.
"It’s too early to know if JPMorgan is a big winner or loser from this deal," said James Ellman, portfolio manager at hedge fund Seacliff Capital.
The immediate outlook is certainly not all rosy. JPMorgan is taking on $296 billion of tangible assets from Washington Mutual, at least some portion of which are the mortgages that caused the thrift to unravel.
The bank will write down more than $30 billion from the WaMu acquisition and incur $1.5 billion of pre-tax costs.
At the same time, JPMorgan has raised its expectations for write-downs on its own leveraged lending and mortgage-related positions to between $3 billion and $3.5 billion, up from $1.1 billion in the second quarter"

Ne samo da moraju otpisati 30 milijardi od WaMua, nego moraju prodati puno više dionica nego što su mislili da bi skupili kapital, imati će i puno veće otpise sami, nego što su očekivali i imati će gubitak u trećem kvartalu.
Zvuči obećavajuće
[bye]

Ententinis malo si pretjerao.Znači sa prodajom dionica planiraju skupiti 10 milijardi jer moraju WM platiti1.9 milijardi $ a ostatak od 8.1 milijardu procijenjuju da će morati potrošiti kod spajanja.

Dionica im je skočila 11% u petak jer ako se ispuni plan FED onda će moći loše papire dobro utopiti .A skočila im je i zato jer su sa 1.9 milijardi dolara kupili po procijeni 183 milijarde depozita koje je imao WM a loše papire koje su isto kupili od WM će utopiti FEDU .Da podsjetim i sto tako su pokupili i Bearn Stearns za 2.4 milijarde dolara.Za JPM se nemoraš bojati jer je i 1929 sudjelovao u pljački.A ako hoćeš jedan negativan pravi post da napišem samo reci ali nemoj plašiti sa praznom puškom.

A znači to se tako računa.
Ja se satro od računica koja će mi pokazati gdje će market, nisam ni znao da je ovako lako.
Puno zahvaljujem, uštedjeli ste mi dane i dane računanja i kalkulacija TA, FA i xyz analiza.
Hvala, hvala , hvala.

ma kakve racunice vidite da nepomazu tu ni TA ni FA sve ide gori doli kako i amerika… pa kolike dionice imaju dobre fundamente i jos tome u zadnje vrime stigle dobre vijesti za njih i opet su isle doli a ne gori… bas bi dobro dosla jedna uspordba crobexa i dji pa da se vidi da je tako..

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[wink]

Kolega nisam ja pretjerao.
Pa to su činjenice.
Znam ja da su oni ovo dobili za jeftine pare.
Dugoročno je to steal.
Ali kratkoročno ne izgleda dobro.
Nitko ne zna šta se sve krije u tih 300 milijardi asseta

Dali bi uzeo ti 300 milijardi imovine a FED ti garantira da sve što nevalja u tih 300 milijardi oni pokrivaju?

skužajte, nisam pratio, ali…
je li itko ovdje spominje kako ameri misle namaknuti 700 mlrd USD?
ste čuli za double deficit?
ako jedino njihov topčider bude radio prekovremeno, prije ili kasnije njihov usud je teški pad…
ekonomije.
kasnije- ne dulje od godinice.

JPM, FED… Da ih stavis jednog pored drugog, tesko bi ih bilo razlikovat.

Prodajom tresuriesa… Mogu probat to uvaljat domacim i strancima, a mogu i monetizirat dug… A mogu i kombinirat, ne?

obožavam monetiziranje duga.

pa kolega kad bi se još znalo da je FED ništa drugo nego dioničko društvo…kao kod nas zse…fed je povezan s vladom isto koliko i federal express [lol] …pa vidi tko su dioničari…ups u stvari nemreš jer to nije javni podatak kao kod ostalih jdd-a….javno, a privatno…pa onda jp morgan…pa onda družina prstena…
ma sve su to masoni [tongue]

cia snajka cia, upropastili su pola sveta… [lol]