All GLG News Analyses Filed Under: Financial Forecasting & Analysis

Quants and LBO down, who first and who later.

August 17, 2007

Analysis by: GLG Expert Contributor

Analysis of:Did 'Quants' Miss the Boat On LBO Boom? | online.wsj.com

Quant funds same with LBO which both needs high leverage credit to support. Targeted companies tend to window dressing their accounts to attract high price take over. LBO not involve real money but instead of obtain credit from banking system will dry out the liquidity of the system.

World biggest company, in China?

August 10, 2007

Analysis by: GLG Expert Contributor

Analysis of:ICBC Has Record Gain in Shanghai, Closes on Microsoft | www.bloomberg.com

Industrial & Commercial Bank of China Ltd., the fourth biggest company. without international funds, Chinese savings equal to $1,692  per person dump into share market. China government cut tax and increase trading charges to slow down the market. the demand for loans push the industrial and agricultural banks to world biggest banks.

The rise of agricultural banks in China, how real is that?

August 9, 2007

Analysis by: GLG Expert Contributor

Analysis of:Agricultural Bank of China 1st-Half Profit Rises 65% | www.bloomberg.com

Agricultural Bank of China, rise tremendously in operating profit and and operating income  in 1st half of 2007. Agricultural Bank of China increase loan to reduce bad loan ratio  for seek a bailout by the government. China's government push banks to slow the credit in 2007.

Develop long-short trade views on companies in the mortgage sector analyzing interest rate shocks to their recently reported financial statements

August 9, 2007

Analysis by: GLG Expert Contributor

Analysis of:TheStreet.com TV Recap: Sorting Through the Subprime Slaughter | www.thestreet.com

We quantify mortgage portfolio value changes due to interest rate changes over the last quarter. Dissect the balance sheets of institutions engaged in this business and their last-reported financial statements using these simple tools, and you can easily arrive at some profitable trade ideas in the equity markets.

German provide engineering and Russian provide innovation

August 8, 2007

Analysis by: GLG Expert Contributor

Analysis of:German Economy Attracts Russian Money | www.businessweek.com

German provide world class engineering. Russian otherwise are innovative and entrepreneurship. German set up Russian-German Trade Guild in Hamburg.

carmakers in Europe and US not ready for globalisation

August 3, 2007

Analysis by: GLG Expert Contributor

Analysis of:Fiat makes offer for TK Aluminum | www.ft.com

Fiat, General Motors, Ford and Chrysler push supplier to cut cost but not helping them. TK Aluminum had been owned by Fiat, and sold to Questor in 2002 for $628 million. Toyota, Honda and NIssan Motor made profit.

Merger to Survive

August 1, 2007

Analysis by: GLG Expert Contributor

Analysis of:Chinese carmakers moot merger | www.ft.com

Shanghai Auto and Nanjing Auto make a smart move to sign MOU. The two companies using the same technology and produce same model of car. Beijing effort to promote consolidation to restrain competition.

Paul MillerProfessorREGENTS OF THE UNIVERSITY OF COLORADO

Discounted cash flows – misunderstood, miscalculated, and misapplied

July 24, 2007

Analysis of:Improving Certainty in Valuations Using the Discounted Cash Flow Method | www.cpschumannco.com

Perhaps it’s the educational system that is at fault, but discounted (DCF) has to be among the most misunderstood analytical tool ever created.  Regrettably, this paper fails to acknowledge the flaws, and the flaws of the other authors’ papers that it describes.  Especially lacking is any criticism of FASB’s approach to DCF for financial reporting.  On the whole, this paper accomplishes only the perpetuation of the myth that the outcome of a DCF calculation offers any worthwhile guidance for any activity.

XBRL-good to data end user but bad to data producer.

July 16, 2007

Analysis by: GLG Expert Contributor

Analysis of:XBRL – Breaking Into the Equity Analysis Bastion | www.wallstreetandtech.com

XBRL will help information can be transmit quicker between exchange and recipient. And help make decision quicker from the financial ratios impact to data preparer like India and other low cost centres international standard barriers is the main problem US should take the lead to abandon GAAP and adopt IFRS

Private Equity Firms Create More Market Risk

July 13, 2007

Analysis by: GLG Expert Contributor

Analysis of:Private-Equity Firms May Lose | online.wsj.com

Recapitalization of a company is always tricky.  And when a PE firm is doing it to maximize their return be careful.  The number of PE firms that have been created over the past couple years has significantly increased.  The impact on the financial markets is that more money is chasing after fewer opportunities.  For PE firms this is goig to impact their performance.  Just as important is the increased risk to investors when the PE firm unloads its portfolio company.

Previous Page : 567891011121314Next91 to 100 of 172