GLG News in Accounting & Financial Analysis
March 4, 2008
Middle East Middle Class- MEMC-Healthcare
Analysis of: Health-Care Building Booms in Persian Gulf | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Health-Care Building Booms in Persian Gulf | online.wsj.com
Author: GLG Expert Contributor
Middle East Middle Class (MEMC) is mostly 'expats' particularly in Dubai which constitutes nearly 70% (Seventy Percent). Adding number of beds to hospitals will NOT attract people from (emerging) middle class. Dental segments would increase "foot-falls" in Middle East Diagnostic centers. Medical Migration with medical fraternity has become a common issue which Dubai and other middle east countries...
March 3, 2008
Analyzing Homebuilder Risks
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Analyzing Homebuilder Risks
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
There are risks associated with homebuilding assets and contingent obligations. This article alerts the reader to areas of interest.
March 3, 2008
Hidden Homebuilding Assets
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Hidden Homebuilding Assets
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Homebuilding impairments and tax valuation reserves provide future accelerated income streams, when the recovery occurs.
March 3, 2008
Subprime Insurance - Credit Default Swaps - The Whirlpool
Analysis of: Arcane Market is Next to Face Big Credit Test | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: Arcane Market is Next to Face Big Credit Test | www.nytimes.com
Author: GLG Expert Contributor
This analysis is being written in response to a comment by a reader to my previous analysis on the same subject. Today we have a problem where the subprime situation is getting worse. It is also becoming a matter of concern for ...
March 3, 2008
Accelerated Reductions in Book Value
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Accelerated Reductions in Book Value
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Issues associated with loss of income tax benefits result in accelerated reduction of book value in homebuilders.
March 3, 2008
Joint Venture Completion Agreements
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Joint Venture Completion Agreements
Analysis of: Decline in Home Prices Accelerates | online.wsj.com
Author: David Keller, Former Chief Financial Officer, Technical Olympic USA Inc.
Unforseen risks associated with homebuilder joint venture agreements and accompanying completion agreements.
March 3, 2008
Indonesia Needs More Investment In Infrastructure
Analysis of: Bakrieland May Raise 3.5 Trillion Rupiah Selling Unit Stake | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: Bakrieland May Raise 3.5 Trillion Rupiah Selling Unit Stake | www.bloomberg.com
Author: GLG Expert Contributor
Indonesia has the political stability and the price of oil and commodity like palm oil, crude oil and rubber are getting higher, the people are looking for more house and car, the government has to build more house and road to suit their demand.
March 3, 2008
The Indian Budget - Some Implications for Non Indian Investors
Analysis of: Its Payback Time as Market Caps Market Speculation | economictimes.indiatimes.com
Author: GLG Expert Contributor
Analysis of: Its Payback Time as Market Caps Market Speculation | economictimes.indiatimes.com
Author: GLG Expert Contributor
The Indian budget has a number of far reaching changes in the tax code. One of these deals with taxation of short term capital gains. This is bound to effect the returns which all investors including foreign investors derive from the Indian markets. In these ...
February 28, 2008
Derivatives Accounting and their effect on Accounting and Capital Markets
Analysis of: Can't Anyone Here Deal with Derivatives? | www.cfo.com
Author: GLG Expert Contributor
Analysis of: Can't Anyone Here Deal with Derivatives? | www.cfo.com
Author: GLG Expert Contributor
The referred item speaks of a major deficiency in the accounts of Merrill Lynch which effects its cash flow statements but not its income statement or its balance sheet. What this probably means is that the effects of the ...
February 28, 2008
Win-Win Logistics Move - FEDEX - Wincor Nixdorf
Analysis of: Wincor Nixdorf, FedEx partner to provide nationwide ATM service, support | www.atmmarketplace.com
Author: GLG Expert Contributor
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of 809Analysis of: Wincor Nixdorf, FedEx partner to provide nationwide ATM service, support | www.atmmarketplace.com
Author: GLG Expert Contributor
The major key points will be: Optimizing the relationship between the two companies. Providing a positive alternative to Wincor Nixdorf on their supply chain needs. Optimizing distribution channels and storage space. Facilitiating quicker response to customers.
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