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 menulis:
Dari: Lindt
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
Date: Mon, 15 Sep 2008 14:56:58 -0700 (PDT)
To:
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
