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GLG NewsSM

Analyses of timely industry developments by leading Council Members that keep clients apprised of important industry developments across a range of sectors and topics. Throughout each day, Council Members post the news stories they believe will have material impact on their industry, and explain why.

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Excess money is on the sidelines for commercial real estate

November 20, 2009

GLG Expert Contributor

 A sector too tough to save | online.wsj.com

Gamblers might loose if they bet on a major CRE crash.1.) The estimated total value of CRE in the US is $6TR. Total debt is $3.5TR. That LTV of less than 60% is not overleveraged, as was residential.2.) Loan modifications are now favored by recent IRS and Fed rules changes.3.) REITS are sitting on$BB...

Filed under: Real Estate Investment

Anthony Catanach, Jr., Director

Anthony Catanach, Jr.DirectorDI2 Associates, LLCWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

More Under Armour Red Flags...

November 20, 2009

 Stock Jocks Punish Under Armour's Mathletes | www.cnbc.com

Under Armour's most recent 10K contains a number of financial reporting "red flags" that reflect a cavalier attitude toward financial reporting transparency.

Filed under: Financial Forecasting & Analysis

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/20/09/13:00 GMT: NSN Likely for NT’s Optical Assets– Infinera Entry?

November 20, 2009

 One at a time, please: Nortel delays one auction because of another | localtechwire.com

Nokia Siemens Networks desperately needs to establish a sizable public network presence in North America. Even if Ericsson places a bid, NSN appears to be the favorite to get Nortel’s optical assets. There has been speculation about Infinera entering the fray.

Filed under: Telecom

Ken Powell, President

Ken PowellPresidentGenesis Business Development, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Will Quest Acquire Vermillion?

November 20, 2009

 Why Quest Will Acquire Vermillion | www.genomeweb.com

Quest Diagnostics has had a known relationship with Vermillion.  Now that Vermillion has received FDA approval for its OVA1 in vitro diagnostic multi-variant index assay (IVDMIA) and Quest has an exclusive three year marketing license and a 17% investment in the company plus additional loans, acquisition...

Filed under: Laboratory Operations

Martin Alpert, Vice President, Environmental Claims

Martin AlpertVice President, Environmental ClaimsHINZ CLAIM MANAGEMENT INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Qui Tam: A New Wave of Lawsuits

November 20, 2009

 9th Circuit Allows Settling Whistleblower Defendant to Sue Third Party | www.law.com

Should a settling Whistleblower Defendant be allowed to sue a third party?

Filed under: Legal Issues

Thomas Reilly, Chief Executive Officer

Thomas ReillyChief Executive OfficerNext Horizon, ChinaWhat is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.What is a Premium Council Partner?|Premium Council Partners are leading Professional Service Firms that work exclusively with GLG.

Another “Captive BPO” Acquisition by Indian Outsourcer

November 20, 2009

 WNS Expands Global Presence Into Latin America | money.cnn.com

This week, with very little fanfare, WNS Global Services (NYSE: WNS) announced the launch of a new delivery center in Costa Rica. The press release focused on the center in San Jose as WNS’s “entry into Latin America” - but behind the scenes WNS has pulled-off the coveted “hat-trick” in outsourcing...

Filed under: Business Services

GAO Interchange Report: Reducing Rates will “Pose Challenges”

November 20, 2009

GLG Expert Contributor

 Reducing Interchange Would ‘Pose Challenges,’ the GAO Says | www.digitaltransactions.net

The GAO’s study on interchange was thoughtful, balanced, and light on recommendations. The inconclusive nature of the report reduces the likelihood meaningful legislative action will impact interchange in 2010. However, the combination of DOJ investigations, merchant class action litigation, and continued...

Filed under: Transaction & Payment Processing

Obama's Speech in Beijing Promoting Shale Gas Development in China

November 20, 2009

GLG Expert Contributor

 Shale gas is part of US-China clean energy accord | www.ogj.com

Sino-US collaboration to develop shale gas resources in China was included in both the two countries joint statement and President Obama's speech at the press conference. All the driving elements are now gaining sufficient strength to vigorously and quickly push shale gas development forward in China....

Filed under: Natural Resources

Daniel Lintz, President & Chief Executive Officer

Daniel LintzPresident & Chief Executive OfficerSafe Harbour Japan K.K. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

ISDA Determination on JAL Rehabilitation Not Welcome

November 19, 2009

 Will JAL Be Required to Settle JPY100 Billion in Derivatives Contracts? | headlines.yahoo.co.jp

The Yomiuri Shinbun reports that the International Swaps and Derivatives Association (ISDA) may require Japan Airlines Corporation to settle JPY 100 billion in swaps and derivatives as a result of filing for creditor protection under ADR provisions of the Special Measure for Industrial Revitalization,...

Filed under: Government, Legislation & Politics

Daniel Lintz, President & Chief Executive Officer

Daniel LintzPresident & Chief Executive OfficerSafe Harbour Japan K.K. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

JAL Rehabilitation Not Awaiting for ISDA Ruling

November 19, 2009

 Will JAL Be Required to Settle JPY100 Billion in Derivatives Contracts? | headlines.yahoo.co.jp

The Yomiuri Shinbun reports that the International Swaps and Derivatives Association (ISDA) may require Japan Airlines Corporation to settle JPY 100 billion in swaps and derivatives as a result of filing for creditor protection under ADR provisions of the Special Measure for Industrial Revitalization,...

Filed under: Government, Legislation & Politics

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