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GLG News by Securities Exchange Consultants (EU)

Analysis of: Housing Woes, Liquidity Test Spain's Banks (online.wsj.com)
Banks searching for alternative business models Need for internationalization in medium sized banks High PER values
October 9, 2007
THE GOLDEN REFUGE
Analysis of: Gold Gains as Euro Rebounds Versus Dollar; Silver Is Steady (www.bloomberg.com)
Since last 16th August gold prices have gone through an almost vertical climb from $652.4 to $746.8 an ounce, nearly $100 in 45 days and the highest price in the last 27 years. The Equity Funds category investing in gold constitutes a profitable alternative to the unstable capital markets and to...
Lynton Jones, Principal
Analysis of: Paulson Faces test on Dubai's (www.ft.com)
The FT article makes clear that those US legislators who blocked the attempt by Dubai to take over certain US Prt facilities may now be aiming to block the sale by Nasdaq of 20% of its equity to Borse Dubai. This is a serious potential protectionist move which must pose questions about the openness...
September 11, 2007
THE RATING SCAPEGOAT
Analysis of: S&P President Corbet Is Replaced (online.wsj.com)
Ms Corbet resign will surely act as a warning to other rating agencies who in the future will take more care when qualifying dubious issues. Trust will need something else to recover.
Analysis of: Nasdaq backs LSE bid on Borsa Italiana (money.cnn.com)
LONDON SE has definitely configured as FIRST EUROPEAN EXCHANGE NASDAQ also profits as shareholder of the Exchange TURQUOISE will have to face an even stronger and savvier competitor  when it finally starts operations
Analysis of: BNP Paribas buys into Turquoise (www.finextra.com)
Higher degree of European support.  More solidness.  The American connection.
Analysis of: Founder, CEO of BATS Trading to Leave (biz.yahoo.com)
BATS and TURQUOISE share a common treat; they are shaking the foundations of the Exchanges buildings in two continents. 1.A milestone in the life of the Exchanges 2.The opening to a new era of trading 3.A fresh new positioning of brokers     3.A fresh new positioning of brokers    ...
Analysis of: Borsa Italiana And London Stock Exchange Group To Merge - Creates Europe’s Leading Diversified Exchange Group (www.exchange-handbook.co.uk)
The merge of LSE and Borsa Italiana will have great consequences to the configuration of a European Exchange. 1. Configure the leading European group 2. Defensive position against further bids for LSE 3. Potentially create the synergies for further alliances with other market players, e.g. informatin...
January 16, 2007
DEMOCRATIC REALTIME
Analysis of: NYSE Test May Give Investors Real-Time Quotes Via the Web (online.wsj.com)
  The industry has long waited the availability of realtime quotes via Internet made possible now by 1. Increase of online trading business 2. Regulatory NMS or a freer market 3. Technologically wise feasible 4. Exchange business opening up
Analysis of: MICEX And Deutsche Börse AG Sign Memorandum Of Understanding (www.exchange-handbook.co.uk)
Deutsche Börse signed a MOU with MICEX last Friday 22nd December. An eventual merge of the two Exchanges would have a strong impact in the industry 1. Technologically, Russians are well known for being excellent programmers, thus enriching German technological position 2. IPOs of Russian companies...

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