GLG News by IPO Specialists

Transition from Solaris to AIX is not a major hurdle-Support and Convert

March 19, 2009

Analysis by:GLG Expert Contributor

Analysis of:IBM in Talks to Buy Sun in Bid to Add To Web Heft | online.wsj.com

The impact will not be significant since a transition to IBM AIX (as an example) for Solaris trained administrators is straight forward and not prohibitively costly. The future savings of using AIX versus SPARC/Solaris will far outweigh the conversion/implementation non-recurring cost. Utilizing agradual...

Bailout maybe...but with strings attached

November 3, 2008

Analysis by:GLG Expert Contributor

Analysis of:Chrysler makes a poor fit for GM | www.freep.com

There is no question that if both GM and Chrysler are allowed to totally fail it would add match and fuel to the downward trajectory of our economy. Thousands of unemployed workers, pension and medical payments reduced, huge enemployment and welfare expenses, etc. There is also collateral damage, i.e.,...

A bottom is Forming

April 2, 2007

Analysis by:GLG Expert Contributor

Analysis of:Fortress Affiliate Sees Deals in Subprime Mortgages | dealbook.blogs.nytimes.com

There are early indications of a bottom forming in the subprime mortgage market, and now is the time to make a lot of money on the next leg. Time to shift from the back foot to the front. Don't be caught in short-squeezes. Place your bets now on the future winners. There will be dramatic rebounds as...

Making Huge Profits from What's Happening Next in the Mortage Meltdown

March 12, 2007

Analysis by:GLG Expert Contributor

Analysis of:Winners Amid Gloom and Doom | www.nytimes.com

Hedge fund losers are going to begin appearing. The crisis atmosphere in the markets will spread further. But this asset class does have a downside valuation floor. Hard-core rigorous analysis is identifying major trading opportunities in the current crisis. The bigger longer term opportunity is already...

Decision was a mistake and signals huge opportunity

March 9, 2007

Analysis by:GLG Expert Contributor

Analysis of:2 Executives Are Ousted at HSBC | www.nytimes.com

HSBC’s decision to fire Bobby Mehta was a mistake; a classic wrong reaction. By recognizing the symbolism of the event, huge opportunity is signaled for investors.

IBM's New Financial Planning Tool is a Charade

March 9, 2007

Analysis by:GLG Expert Contributor

Analysis of:IBM to spend $50 million on financial ed | www.businessweek.com

IBM’s recently announced offering of a “comprehensive” financial planning tool to its employees, in conjunction with its further retreat from a defined benefit pension plan, is a charade. There is nothing particularly significant here from a product offering perspective. The implications of IBM’s product...

Bank of China’s IPO

May 11, 2006

Analysis by:GLG Expert Contributor

Analysis of:Focusing on China's Red-Hot Banks | online.barrons.com

Following in the footsteps of Bank of Communications (BoCom) and China Construction Bank (CCB), Bank of China’s (BOC) IPO application was approved by the Hong Kong Stock Exchange on April 27, 2006. BOC was expected to raise US$8 billion IPO, which translates to a share price that is 1.85 to 2.23 times...

CNOOC learned a valuable lesson after losing its bidding-war with Chevron.

May 8, 2006

Analysis by:GLG Expert Contributor

Analysis of:CNOOC reviews its Unocal bid for the first time | www.chinanews.cn

Why did China National Offshore Oil Company Limited (CNOOC) bid for Unocal in 2005? On April 30, 2006, CNOOC argued that the move was necessary for CNOOC to realize its fast development and to build a global energy company. Why did the bid fail? CNOOC attributed the failure of its bid to underestimating...

The implications of China's lending rate increase on April 27, 2006

May 2, 2006

Analysis by:GLG Expert Contributor

Analysis of:China lifts lending rate to cut loans surge | news.ft.com

China moved to tackle a surge in new bank loans and investment on April 27, 2006 by lifting the benchmark lending rate by 0.27 per cent. The increase resulted in a sell-off by Asian investors worried that the rise signalled a slowdown in the Chinese economy.

Page : 11 to 9 of 9