c**u 发帖数: 2230 | 1 Financial Reform Bill: What's In, Out and Next?
| 14 May 2010 | 03:56 PM ET
Two weeks into deliberation over a package of sweeping financial reforms,
the Senate has approved major items such as too-big-to-fail authority,
Federal Reserve audits and larger capital requirements for banks, but major
battles still loom over the powers of a new consumer financial protection
agency and regulation of over-the counter derivatives.
Senate Democrats are trying to push through a bill, known as The Wall Stre |
b*******e 发帖数: 24532 | 2 这个无疑对狗声是个大的打击,
我相信他们会想尽一切办法来维护他们的bonus package的。
major
Street
【在 c**u 的大作中提到】 : Financial Reform Bill: What's In, Out and Next? : | 14 May 2010 | 03:56 PM ET : Two weeks into deliberation over a package of sweeping financial reforms, : the Senate has approved major items such as too-big-to-fail authority, : Federal Reserve audits and larger capital requirements for banks, but major : battles still loom over the powers of a new consumer financial protection : agency and regulation of over-the counter derivatives. : Senate Democrats are trying to push through a bill, known as The Wall Stre
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c**u 发帖数: 2230 | 3 打击应该已经price in 了.目前两党对限制proprietary trading应该是没悬念的.
GS CEO说现在自营交易只占10% revenue.
不知道占多大的profit?
http://www.businessweek.com/news/2010-05-14/goldman-sachs-said-to-end-proprietary-trading-in-clo-debt.html
【在 b*******e 的大作中提到】 : 这个无疑对狗声是个大的打击, : 我相信他们会想尽一切办法来维护他们的bonus package的。 : : major : Street
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b*******e 发帖数: 24532 | 4 40% profit.
【在 c**u 的大作中提到】 : 打击应该已经price in 了.目前两党对限制proprietary trading应该是没悬念的. : GS CEO说现在自营交易只占10% revenue. : 不知道占多大的profit? : http://www.businessweek.com/news/2010-05-14/goldman-sachs-said-to-end-proprietary-trading-in-clo-debt.html
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b********y 发帖数: 5829 | 5 这几年是不是一直在增长?
【在 b*******e 的大作中提到】 : 40% profit.
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c**u 发帖数: 2230 | 6 这个40%有没有出处?
【在 b*******e 的大作中提到】 : 40% profit.
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b*******e 发帖数: 24532 | 7 是啊,本来自营交易都不是主要收入的。
最主要现在GS有贴现窗口,可以0利息拿钱,然后拿到市场上去操盘究好咯。
【在 b********y 的大作中提到】 : 这几年是不是一直在增长?
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b*******e 发帖数: 24532 | 8 看看这个季度的财报吧
【在 c**u 的大作中提到】 : 这个40%有没有出处?
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j****a 发帖数: 66 | |
c**u 发帖数: 2230 | 10 看了这个季度的财报和去年的年报,找不到proprietary trading 在总的trading
revenue里面的比重。GS也没有公布具体的数字。Google了一下,有些贴子估计
proprietary trading profits占总trading profits的一半。
GS的trading operations包括FICC (fixed income, currencies, & commodities)和
equities两大类。2009年,FICC trading赚了$23B, equities trading赚了$9.8B.
加起来,total trading profits总共$34B,占去年total net revenue$45B的75%. 假设
proprietary占总trading profits的一半,那就是37.5%的net revenue了。大蜜蜂的40
%的说法看来有一锭精确性.
这样看来如果bill通过不让搞自营交易,GS的盈利会下降40%左右。
从股价看,现在每股盈利$24. Bill通过后,下降到$24*(1 - 40%) = $14.4
【在 b*******e 的大作中提到】 : 看看这个季度的财报吧
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N********n 发帖数: 8363 | 11 Why doesn't it have the regulation over Fannie and Freddie? These guys
lose billions every quarter and yet have endless bailouts sent to their
doorsteps. That's all the proof you need to see Obama is a fraud. |