Re: [obrolan-bandar] Re: Lehman brothers...(Lucu Ya)

2008-09-15 Terurut Topik wEdUz
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 

Re: [obrolan-bandar] Re: Lehman brothers...(Lucu Ya)

2008-09-15 Terurut Topik er1ck
too greedy, sama spt kita lah, too greedy ke saham tambang...he3x...siap2x
great depression

On Tue, Sep 16, 2008 at 8:32 AM, dario kurniawan <[EMAIL PROTECTED]
> wrote:

>   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
>
>
>
>


Re: [obrolan-bandar] Re: Lehman brothers...(Lucu Ya)

2008-09-15 Terurut Topik hst auto
salah satu contoh kalo perusahaan yang tidak didasari kejujuran ya seperti
ini.
semua dianggap sah sah saja. skrg liat apa kata dunia?? (tiru tiru mode)

2008/9/16 hendrik_lwww <[EMAIL PROTECTED]>

>   --- In obrolan-bandar@yahoogroups.com ,
> dario kurniawan
> <[EMAIL PROTECTED]> wrote:
> >
> > 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
> >
>
> Simpel aja, semua manusia bisa salah
>
>  
>


Re: [obrolan-bandar] Re: Lehman brothers...(Lucu Ya)

2008-09-15 Terurut Topik dario kurniawan
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 <[EMAIL PROTECTED]> menulis:
Dari: Lindt <[EMAIL PROTECTED]>
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 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 em