apa lagi kite ye, gegegege
--- Pada Sel, 16/9/08, dario kurniawan <[EMAIL PROTECTED]> menulis:
Dari: dario kurniawan <[EMAIL PROTECTED]>
Topik: Re: [obrolan-bandar] Re: Lehman brothers...(Lucu Ya)
Kepada: obrolan-bandar@yahoogroups.com
Tanggal: Selasa, 16 September, 2008, 8:32 AM
Saya kadang bingung nyikapin orang2 analis sekelas Merryl Linch,
Lehman Brothers, JP Morgan, dsb yang notabene orang2 yang analisanya didengar
market sedunia, tapi kenyataannya perusahaan mereka malah bangkrut, analisa
tempat lain jago tapi analisa diri sendiri gak becus...LOL. ..
dario
--- Pada Sel, 16/9/08, Lindt <linda_syarif@ yahoo.co. id> menulis:
Dari: Lindt <linda_syarif@ yahoo.co. id>
Topik: Re: [obrolan-bandar] Re: Lehman brothers...
Kepada: obrolan-bandar@ yahoogroups. com
Tanggal: Selasa, 16 September, 2008, 7:14 AM
Transaksi repo kyk nya ya
Sent from my BlackBerry®
powered by Sinyal Kuat INDOSATFrom: Hanif Mantiq <hanif_mantiq@ yahoo.com>
Date: Mon, 15 Sep 2008 14:56:58 -0700 (PDT)
To: <obrolan-bandar@ yahoogroups. com>
Subject: [obrolan-bandar] Re: Lehman brothers...
*buat yang suka fundamental analyst, Apakah
kebangkrutan lehman bisa didapat dari indikasi laporan
keuangan 5 tahun terakhir, silahkan cek annual report
tahun 2007 revenue growth terus, net income growth
terus, shareholders equity growth terus selama 5 tahun
terakhir. Gila yah bisa menyembunyikan kebusukan
sedemikian rapinya
http://www.lehman. com/annual/ 2007/fin_ highlights/
index.htm
Apakah kualitas lehman buruk di mata para pelaku
market? tidak juga bahkan lehman dapat penghargaan
sebagai investment banking yang top di tahun 2007,
memang kalo lagi masalah harus banyak melakukan
pencitraan diri yah, bener juga kata temen orang yang
habis habisan melakukan promo yah mungkin karena
memang kurang baik jadi harus dipromosikan terus.
Throughout 2007, we made significant progress in
executing our growth and diversification strategy —
balanced investments across regions, segments and
products. For the fifth consecutive year, Lehman
Brothers ranked #1 in Institutional Investor's U.S.
equity research poll in 2007. We are developing a
tradition of firsts: no other firm has achieved a #1
ranking in both Equity and Fixed Income research in
the same year, and we have now done it five years
running.
Apa yang dapat dijadikan pelajaran untuk
mengindikasikan kebangkrutan lehman? sejarah didapat
dari wikipedia yang menunjukan fase awal kehancuran
lehman dimulai dari subprime mortgage
1. Subprime mortgage crisis
In August 2007, the firm closed its subprime lender,
BNC Mortgage, eliminating 1,200 positions in 23
locations, and took an after-tax charge of $25 million
and a $27-million reduction in goodwill. Lehman said
that poor market conditions in the mortgage space
"necessitated a substantial reduction in its resources
and capacity in the subprime space". [31]
In 2008, Lehman faced an unprecedented loss to the
continuing subprime mortgage crisis. Lehman's loss was
apparently a result of having held on to large
positions in subprime and other lower-rated mortgage
tranches when securitizing the underlying mortgages;
whether Lehman did this because it was simply unable
to sell the lower-rated bonds, or made a
conscious
decision to hold them, is unclear. In any event, huge
losses accrued in lower-rated mortgage-backed
securities throughout 2008. In the second fiscal
quarter, Lehman reported losses of $2.8 billion and
was forced to sell off $6 billion in assets.[32] In
the first half of 2008 alone, Lehman stock lost 73% of
its value as the credit market continued to
tighten.[32] In August 2008, Lehman reported that it
intended to release 6% of its work force, 1,500
people, just ahead of its third- quarter-reporting
deadline in September.[32]
On August 22, 2008, shares in Lehman closed up 5% (16%
for the week) on reports that the state-controlled
Korea Development Bank was considering buying the
bank. [33] Most of those gains were quickly eroded as
news came in that Korea Development Bank was "facing
difficulties pleasing regulators and attracting
partners for the deal."[34] It
culminated on September
9, when its shares plunged 44.95% to $7.79, after it
was reported that the state-run South Korean firm had
put talks on hold.[35]
Investor confidence continued to erode as Lehman's
stock lost roughly half its value and pushed the S&P
500 down 3.4% on September 9. The Dow Jones lost 300
points the same day on investors' concerns about the
security of the bank.[36] The U.S. government did not
announce any plans to assist with any possible
financial crisis that emerged at Lehman.[37]
On September 10, 2008, Lehman announced a loss of $3.9
billion and their intent to sell off a majority stake
in their investment-manageme nt business, which
includes Neuberger Berman.[38][ 39] The stock slid 7
percent that day.[39][40] Lehman, after earlier
rejecting questions on the sale of the company, was
reportedly searching for a buyer as its stock price
dropped
another 40 percent on September 11, 2008.[40]
2. Bankruptcy
On September 13, 2008, Timothy F. Geithner, the
president of the Federal Reserve Bank of New York
called a meeting on the future of Lehman, which
included the possibility of an emergency liquidation
of its assets.[41] Lehman reported that it had been in
talks with Bank of America and Barclays for the
company's possible sale.[41] The New York Times
reported on September 14, 2008, that Barclays had
ended its bid to purchase all or part of Lehman and a
deal to rescue the bank from liquidation
collapsed.[42] Leaders of major Wall Street banks
continued to meet late that day to prevent the bank's
rapid failure.[42] Bank of America's rumored
involvement also appeared to end as federal regulators
resisted its request for government involvement in
Lehman's sale.[42] Also on September 14, 2008, The New
York Times reported
that Lehman will file for
bankruptcy protection for its parent company, Lehman
Brothers Holdings, while keeping its subsidiaries
solvent during the bankruptcy proceedings. [43] A group
of Wall Street firms agreed to provide capital and
financial assistance for the bank's orderly
liquidation and the Federal Reserve, in turn, agreed
to a swap of lower-quality assets in exchange for
loans and other assistance from the government.[ 43]
Lehman's bankruptcy would be the largest failure of an
investment bank since Drexel Burnham Lambert collapsed
amid fraud allegations 18 years earlier.[43] The
International Swaps and Derivatives Association (ISDA)
offered an exceptional trading session on Sunday,
September 14, 2008, to allow market participants to
offset positions in various derivatives on the
condition of a Lehman bankruptcy later that
day.[44][45]
In New York, on September 15, 2008,
shortly before 1
a.m., Lehman Brothers Holdings announced it would file
for Chapter 11 bankruptcy protection, although its
subsidiaries will continue to operate as normal.[46]
The Australian Securities Exchange (ASX) suspended
Lehman's Australian subsidiary as a market participant
however, after clearing-houses terminated their
contracts with the firm.[47] Former Lehman Brothers
workers were shown leaving the Lehman Brothers
building in Times Square, New York, with boxes of
their belongings.[ 48]
Lehman Brothers (LEH) shares tumbled 80% in U.S.
pre-open trade. Macquarie Private Wealth associate
director Marcus Droga stated: "You've probably seen
more in one day of financial history than we've seen
since the great crash of 1929. I'm not suggesting the
US market will crash tonight, but in terms of landmark
events, it's an historic day."[49][50]
In the UK, the investment bank
has gone into
administration with PricewaterhouseCoop ers appointed
as administrators. [51]
Pertanyaan paling penting seberapa besar sebenarnya
lehman punya posisi di emergin market?
Wah berat juga yah cari jawabannya sampai sekarang
masih terus googling untuk dapat meramalkan dampaknya
ke market kita
Pertanyaan lainnya apakah selain lehman kita masih
akan mendapatkan kejutan lainnya dari investment
banking yang top top? waduh kacau kacau.....*
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