Può fallire la morgan stanley per la crisi americana?
- Creatore Discussione mirkx
- Data di Inizio
alingtonsky
Forumer storico
Sembra di sì. Non hai letto? MS ha comunicato utili superiori alle previsioni. MS produce utili. Continuando così non può fallire.mirkx ha scritto:
alingtonsky
Forumer storico
MS
Molto positivo il dato sul ROE di Morgan Stanley (20%)
Despite turbulent markets, Morgan Stanley achieved strong performance across many of our businesses this quarter - delivering a Firmwide ROE of 20 percent - and continued taking important steps to position the Firm for growth as we move forward in 2008," said Mack in a statement.
http://www.iii.co.uk/news/?type=afxnews&articleid=6611858&subject=companies&action=article
Molto positivo il dato sul ROE di Morgan Stanley (20%)
Despite turbulent markets, Morgan Stanley achieved strong performance across many of our businesses this quarter - delivering a Firmwide ROE of 20 percent - and continued taking important steps to position the Firm for growth as we move forward in 2008," said Mack in a statement.
http://www.iii.co.uk/news/?type=afxnews&articleid=6611858&subject=companies&action=article
alingtonsky
Forumer storico
Già raggiunto oggi il target price rialzista indicato il 18/3 (vedere link reuters sopra) dall' analista di Goldman S. , William Tanona, per Morgan Stanley , $50.alingtonsky ha scritto:
Oggi MS ha raggiunto un massimo intraday di $50,05 ed ha chiuso a $49,67 (+14,32%)
mirkx
Nuovo forumer
chi mi regala un pannolino
NEW YORK - Da stabile a negativo l'outlook di Lehman Brothers e Goldman Sachs per Morgan Stanley. L'agenzia di rating internazionale esprime preoccupazione sulle principali banche d'affari di Wall Street, sulla base del presupposto che i ricavi dei due istituti d'investimento sono destinati a ridursi del 20-30% quest'anno. Su Lehman e Goldman, l'agenzia conferma le stime sul credito a lungo termine, rispettivamente di 'A+' (quinto livello più alto nella scala di giudizio) e di 'AA-' (quarto), ma segnala che il cambio delle prospettive potrebbe portare al downgrade del rating nell'arco dei prossimi due anni. (Agr)
me la sto facendo sotto....
Chi ha obbligazioni morgan stanley?[/b]
NEW YORK - Da stabile a negativo l'outlook di Lehman Brothers e Goldman Sachs per Morgan Stanley. L'agenzia di rating internazionale esprime preoccupazione sulle principali banche d'affari di Wall Street, sulla base del presupposto che i ricavi dei due istituti d'investimento sono destinati a ridursi del 20-30% quest'anno. Su Lehman e Goldman, l'agenzia conferma le stime sul credito a lungo termine, rispettivamente di 'A+' (quinto livello più alto nella scala di giudizio) e di 'AA-' (quarto), ma segnala che il cambio delle prospettive potrebbe portare al downgrade del rating nell'arco dei prossimi due anni. (Agr)
me la sto facendo sotto....
Chi ha obbligazioni morgan stanley?[/b]
alingtonsky
Forumer storico
Re: chi mi regala un pannolino
March 21 (Bloomberg) -- Goldman Sachs Group Inc., the biggest U.S. securities firm, and smaller rival Lehman Brothers Holdings Inc. had their credit-rating outlook cut to negative by Standard & Poor's, which said Wall Street banks' profits may fall as much as 30 percent in the coming year.
``Our current expectation is that net revenue could decline'' at least 20 percent for independent securities firms, S&P said in a statement today. S&P affirmed its long-term credit rating of AA- for Goldman and A+ for Lehman. Both companies are based in New York.
http://www.bloomberg.com/apps/news?pid=conewsstory&refer=conews&tkr=GS:US&sid=awvTfLGlyzws
Su quel sito italiano, che hai copiato, hanno scritto Morgan Stanley invece di S&P. E' per S&P che ... L' agenzia di rating è Standard & Poors. In quell' articoletto non avrebbero dovuto nominare MS
Quella sembra una traduzione approssimativa tratta da questo:mirkx ha scritto:
March 21 (Bloomberg) -- Goldman Sachs Group Inc., the biggest U.S. securities firm, and smaller rival Lehman Brothers Holdings Inc. had their credit-rating outlook cut to negative by Standard & Poor's, which said Wall Street banks' profits may fall as much as 30 percent in the coming year.
``Our current expectation is that net revenue could decline'' at least 20 percent for independent securities firms, S&P said in a statement today. S&P affirmed its long-term credit rating of AA- for Goldman and A+ for Lehman. Both companies are based in New York.
http://www.bloomberg.com/apps/news?pid=conewsstory&refer=conews&tkr=GS:US&sid=awvTfLGlyzws
Su quel sito italiano, che hai copiato, hanno scritto Morgan Stanley invece di S&P. E' per S&P che ... L' agenzia di rating è Standard & Poors. In quell' articoletto non avrebbero dovuto nominare MS
alingtonsky
Forumer storico
15 Sep 08 15:30
Unlike commercial and retail banks, which can rely on steadier sources of money from customer deposits, these firms have to borrow the money they need to do business in private markets. When customers and trading partners lose confidence, it can amount to a death knell.
Goldman and Morgan Stanley, the two largest U.S. brokerage firms, have weathered the credit crisis better than Lehman, Merrill and Bear.
However, some experts questioned the brokerage-business model Monday, arguing that firms may be better off as part of a larger commercial bank with access to deposits.
"We are now worried about the fate of the investment-banking industry as three of the top five independent investment banks either collapsed or were forced to be taken over," said Larry Tabb, chief executive of consulting firm TABB Group.
"Without doubt, the investment-banking industry will never be the same," he added in a note to clients. "The days of the all-in-one global investment bank may be nearing an end."
The events of the past weekend are highly significant because they will shift the securities industry closer to commercial banks, said Steve Thel, a business law professor at Fordham University and a former lawyer for the Securities and Exchange Commission.
Morgan Stanley may seek to sell itself to a bank because the Bank of America acquisition of Merrill has created a tougher competitive environment, David Hendler, an analyst at CreditSights, wrote in a note to investors.
"Goldman Sachs may be able to control its destiny more and seek to purchase its own bank if it needs to increase that funding base," Hendler added.
http://www.nyse.com/interface/jsp/N...ewsHeadlines&sid=ON 09/15 676&isdowjones=true
Unlike commercial and retail banks, which can rely on steadier sources of money from customer deposits, these firms have to borrow the money they need to do business in private markets. When customers and trading partners lose confidence, it can amount to a death knell.
Goldman and Morgan Stanley, the two largest U.S. brokerage firms, have weathered the credit crisis better than Lehman, Merrill and Bear.
However, some experts questioned the brokerage-business model Monday, arguing that firms may be better off as part of a larger commercial bank with access to deposits.
"We are now worried about the fate of the investment-banking industry as three of the top five independent investment banks either collapsed or were forced to be taken over," said Larry Tabb, chief executive of consulting firm TABB Group.
"Without doubt, the investment-banking industry will never be the same," he added in a note to clients. "The days of the all-in-one global investment bank may be nearing an end."
The events of the past weekend are highly significant because they will shift the securities industry closer to commercial banks, said Steve Thel, a business law professor at Fordham University and a former lawyer for the Securities and Exchange Commission.
Morgan Stanley may seek to sell itself to a bank because the Bank of America acquisition of Merrill has created a tougher competitive environment, David Hendler, an analyst at CreditSights, wrote in a note to investors.
"Goldman Sachs may be able to control its destiny more and seek to purchase its own bank if it needs to increase that funding base," Hendler added.
http://www.nyse.com/interface/jsp/N...ewsHeadlines&sid=ON 09/15 676&isdowjones=true
alingtonsky
Forumer storico
Secondo un dirigente del Fondo sovrano Cinese CIC , Goldman S. e Morgan Stanley hanno capitali adeguati e una situazione finanziaria solida tali da permettere loro di risolvere autonomamente i loro problemi senza salvataggio esterno.
Nel pre-market MS sale del 47% e GS +31%.
BEIJING -(Dow Jones)- China Investment Corp. said Morgan Stanley (MS) and Goldman Sachs Group Inc. (GD) don't need any external bailout, the official Xinhua News Agency reported Friday, citing an unnamed senior official at the US$ 200 billion sovereign wealth fund.
The comment is so far the clearest message that CIC, which bought a 9.9% stake in Morgan Stanley in December, doesn't plan to increase its stake in the bank or buy a stake in Goldman Sachs.
Media reports said Thursday Morgan Stanley was considering selling a stake of up to 49% to CIC.
"There are many rumors in the market about CIC's plans to buy into U.S. financial institutions. CIC has always adopted a prudent approach concerning overseas investments," the report said, citing the official.
"Morgan Stanley and Goldman Sachs have sound capital adequacy ratios. They can solve the problems on their own," the report cited him as saying.
http://money.cnn.com/news/newsfeeds/articles/djf500/200809190713DOWJONESDJONLINE000465_FORTUNE5.htm
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Nel pre-market MS sale del 47% e GS +31%.
BEIJING -(Dow Jones)- China Investment Corp. said Morgan Stanley (MS) and Goldman Sachs Group Inc. (GD) don't need any external bailout, the official Xinhua News Agency reported Friday, citing an unnamed senior official at the US$ 200 billion sovereign wealth fund.
The comment is so far the clearest message that CIC, which bought a 9.9% stake in Morgan Stanley in December, doesn't plan to increase its stake in the bank or buy a stake in Goldman Sachs.
Media reports said Thursday Morgan Stanley was considering selling a stake of up to 49% to CIC.
"There are many rumors in the market about CIC's plans to buy into U.S. financial institutions. CIC has always adopted a prudent approach concerning overseas investments," the report said, citing the official.
"Morgan Stanley and Goldman Sachs have sound capital adequacy ratios. They can solve the problems on their own," the report cited him as saying.
http://money.cnn.com/news/newsfeeds/articles/djf500/200809190713DOWJONESDJONLINE000465_FORTUNE5.htm
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alingtonsky
Forumer storico
MS nella Conviction Buy List di Goldman SAchs
Sept 19 (Reuters) - Morgan Stanley (MS) is sound as ongoing entity and has no immediate funding issues, Goldman Sachs analyst William Tanona said, following a radical U.S. plan to clean up problem mortgage debt and a temporary ban on short-selling of financial stocks.
Tanona said he sees significant opportunities forMorgan Stanley to outperform over the next six to 12 months.
He reiterated a "conviction buy" on Morgan Stanley saying the market was pricing in exaggerated fears and fundamentals were being ignored.
Shares of banks and other financial firms, battered by the deepening credit crisis, soared on Friday after regulators brought in rules to prevent profiting from falling financial stocks.
"Together, these facilities provide for very attractive funding alternatives for the broker dealers and it reduces the likelihood of another liquidity failure of a broker dealer," Tanona wrote in a note to clients.
NO LIQUIDITY WOES
Morgan Stanley has ample liquidity,no immediate funding requirements and access to a number of alternative funding sources if necessary, Tanona said.
He also said that Morgan Stanley can avoid the public debt market for about a year
http://www.reuters.com/article/marketsNews/idUSBNG35183320080919
Morgan Stanley , secondo l' analista di GS, ha liquidità in abbondanza e potrebbe fare a meno di raccoglierne sul mercato del debito per circa un anno
Sept 19 (Reuters) - Morgan Stanley (MS) is sound as ongoing entity and has no immediate funding issues, Goldman Sachs analyst William Tanona said, following a radical U.S. plan to clean up problem mortgage debt and a temporary ban on short-selling of financial stocks.
Tanona said he sees significant opportunities forMorgan Stanley to outperform over the next six to 12 months.
He reiterated a "conviction buy" on Morgan Stanley saying the market was pricing in exaggerated fears and fundamentals were being ignored.
Shares of banks and other financial firms, battered by the deepening credit crisis, soared on Friday after regulators brought in rules to prevent profiting from falling financial stocks.
"Together, these facilities provide for very attractive funding alternatives for the broker dealers and it reduces the likelihood of another liquidity failure of a broker dealer," Tanona wrote in a note to clients.
NO LIQUIDITY WOES
Morgan Stanley has ample liquidity,no immediate funding requirements and access to a number of alternative funding sources if necessary, Tanona said.
He also said that Morgan Stanley can avoid the public debt market for about a year
http://www.reuters.com/article/marketsNews/idUSBNG35183320080919
Morgan Stanley , secondo l' analista di GS, ha liquidità in abbondanza e potrebbe fare a meno di raccoglierne sul mercato del debito per circa un anno
alingtonsky
Forumer storico
Morgan Stanley e Goldman Sachs, trasformandosi in banche commerciali, diventeranno più prudenti e con meno leva finanziaria rispetto al passato.
September 22, 2008, 5:39PM EST
Goldman Sachs, Morgan Stanley: Playing It Safer
From now on, the chastened investment banks will act more like conventional big banks, prudent and risk-averse
by Joseph Weber
With their historic moves to become commercial banks, Goldman Sachs Group (GS) and Morgan Stanley (MS) have ducked the financial disaster that befell bankrupt Lehman Brothers (LEH) and led to panic sales for Bear Stearns (JPM) and Merrill Lynch (MER), but the firms will never be the same. The swashbuckling, risk-taking, and financially ingenious investment banks that produced stellar returns for years—and turned Wall Street into a stunningly lucrative place for even the most junior staffers—are fast becoming distant memories. Instead, Wall Street observers say, these firms will now operate like conventional big banks whose bywords will be prudence, far more careful risk management. and less of the financial inventiveness that spawned the subprime crisis and its myriad toxic offspring.
"It's the end of an era of extraordinary leverage," says Sherry Cooper, global economist strategist for Toronto's BMO Financial Group. "The U.S. financial system is deleveraging, and the 25-to-1 or 30-to-1 leverage ratios at those institutions are just not tolerated any longer by the financial markets. Now, under traditional banking regulation, they have to have more capital and less leverage. So their proprietary trading desks won't be nearly as active or taking as much risk as before."
http://www.businessweek.com/bwdaily...op+news_top+news+index+-+temp_news+++analysis
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September 22, 2008, 5:39PM EST
Goldman Sachs, Morgan Stanley: Playing It Safer
From now on, the chastened investment banks will act more like conventional big banks, prudent and risk-averse
by Joseph Weber
With their historic moves to become commercial banks, Goldman Sachs Group (GS) and Morgan Stanley (MS) have ducked the financial disaster that befell bankrupt Lehman Brothers (LEH) and led to panic sales for Bear Stearns (JPM) and Merrill Lynch (MER), but the firms will never be the same. The swashbuckling, risk-taking, and financially ingenious investment banks that produced stellar returns for years—and turned Wall Street into a stunningly lucrative place for even the most junior staffers—are fast becoming distant memories. Instead, Wall Street observers say, these firms will now operate like conventional big banks whose bywords will be prudence, far more careful risk management. and less of the financial inventiveness that spawned the subprime crisis and its myriad toxic offspring.
"It's the end of an era of extraordinary leverage," says Sherry Cooper, global economist strategist for Toronto's BMO Financial Group. "The U.S. financial system is deleveraging, and the 25-to-1 or 30-to-1 leverage ratios at those institutions are just not tolerated any longer by the financial markets. Now, under traditional banking regulation, they have to have more capital and less leverage. So their proprietary trading desks won't be nearly as active or taking as much risk as before."
http://www.businessweek.com/bwdaily...op+news_top+news+index+-+temp_news+++analysis
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