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m********0
发帖数: 2717 | 2 没那么夸张，不到20X。
20C 35X
21C 48X |
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m********0
发帖数: 2717 | 5 我之前发了帖子，回复中也说了，主题贴也说了，最近是rumor满天飞的季节，trading
merge/acquisition 的黄金季节。 而且我说了坐上二级火箭的真不少。 |
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v****e
发帖数: 19471 | 10 yeah, make a few millions and go straight to prison. |
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m********0
发帖数: 2717 | 11 Not at all,
if you are trading with inside information like those did in the article
(they advised BHP on the BO of POT). you will be charged.
but if you speculating by reading the data for potential inside information.
This is not illegal at all. |
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w*******o
发帖数: 6125 | 12 没有什么应不应该的吧，错过了这次,明天,或者明天的明天
肯定又有新的TakeOver消息，今天也可以买啊，问题是:
"不知道是哪家" |
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w*******o
发帖数: 6125 | 13 能否说一下你哪搞到这些的Rumor，
监控Insider transaction 和 Option Chain? |
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d******n
发帖数: 74 | 15 by pass the court
by the way, why need input some stupid letters before posting now? |
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v****e
发帖数: 19471 | 16 lol 您老人家居然上来视察了。。。不用理那个，不写也没事。 |
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j*****h
发帖数: 3292 | 19 大牛， 发个包子吧
最近好贴太多， 送包子送得太勤乐，缺钱
trading |
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d*****g
发帖数: 4364 | 20 2007 以来很少露面，是不是要天下大变了？
给点hint 吧。 |
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h*******s
发帖数: 651 | 21 CML
under the rumor of dell buyout, it jumped 20% today.
Wait and see |
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a*u
发帖数: 2334 | 22 http://www.istockanalyst.com/article/viewarticlepaged/articleid/4484921/pageid/1
There is Tongjitang Chinese Medicines ADR (NYSE: TCM). But it depends
heavily on a single medicine, XLGB, its barrenwort treatment for
osteoporosis.
Since the U.S. doesn't understand traditional Chinese medicines very well,
the stock has done poorly. And because of that, there is a current buyout
offer for the company by its chairman and Hong Kong conglomerate Fosun
Industrial, at $4.50 a share. |
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s******v
发帖数: 4495 | 24 一条旧新闻，比较make sense，IBM, Dell, ORCL, HPQ都可能出手买BRCD，因为他的产
品线的确非常诱人，而且Market Cap + Debt不到 $4B。如果说，他们唯一的担心，就
是一旦有人出offer，其他人可能bid，陷入一场bid大战。就像美女，追的人少一样。
Brocade rumor gives more juice to M&A speculation
5:03p ET September 22, 2010 (MarketWatch)
SAN FRANCisco (MarketWatch) The tech M&A fever spewed more heat Wednesday
as shares of Brocade Communications rose sharply on speculation of a
potential buyout deal with IBM Corp.
Brocade shares were up 61 cents, or 10.8%, to close at $6.26 on rumors,
incl |
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c****l
发帖数: 1693 | 25 LOL,cf was around 80 when pot's buyout news was out. |
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c****2
发帖数: 1076 | 27 hehe ... looks like we have same type of favor! I have tons of ADBE too ...
bought around 26, hold it, it will give you good return. The buyout rumor of
MSFT and AAPL will come ture soon. |
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t***e
发帖数: 3601 | 28 this dose not need fundamentals. It's like a holding company. The mine it
holds increased 10X in value. There is lots of possibility like buyout etc.
so you don't want to short it. hold it is also risky. But rare earth will
never be like before, the game has changed. The hot money will fry it like
gold. it is a game of gamble now. If I choose, I choose long. |
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o****i
发帖数: 1706 | 29 In October 2010, KKR acquired bout nine members of Goldman Sachs Group
proprietary trading team after entertaining offers from investment firms
such as Perella Weinberg and Blackrock. With Goldman shutting down its
proprietary trading operations, its executives, led by Bob Howard, will help
KKR expand beyond leveraged buyouts into areas such as hedge funds. |
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O****L
发帖数: 3353 | 31 Will coming soon~~~
KAO, AS I SAID:
life chance is gone! |
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t******g
发帖数: 462 | 33 It's a high high high risk hope, you can only bet with money that can be
lost
Pepsi Co. just bought a russian diary (Wimm-Bill-Dann) yesterday, no
identified buyer for DF yet
Remember the lesson from PALM: the outsider buyer had been known for a long
time, everyone thought PALM will be buyout when stock price is 15+, but the
buyer keep waiting until the stock crashes and get a fire sale price
Also the recent sale of WL ... |
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t******g
发帖数: 462 | 34 kao, 赶2小时火车才到家，你不能让人把碗饭吃完？不是高手，周末没事随便聊聊。
华尔街是编故事，讲故事，听故事的地方。各种故事里最重要的一个情节是growth,传
说中持续稳定的增长，这就是垃圾NFLX,CMG炒得满天飞的原因。新兴公司最容易有增长
，达到一定规模后就要靠买其他同行来增加revenue/growth，再下去就要靠合并上游下
游公司merge/acquisition来grow，叫vertical intergation, 华尔街通常认为合并后
的公司更值钱，多出来的部分叫Synergy。M&G是给华尔街送钱，当然要给面子。公司之
间也不是随便乱买，一般都请华尔街公司做consulting，帮忙编故事：除了虚无的
synergy之外，要么增加growth，要么账面变好看, better balance sheet。早年把非
特这么做，2000年csco这么做，最近orcl在这么干。
以下故事只是大概情节，请勿追究细节
07年时，dean foods既有hugh cashflow, positive growth and low leverage，就好
像一个美女有貌 （g... 阅读全帖 |
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O****L
发帖数: 3353 | 35 I dump it in the last Friday, because:
Bad:
1. Only 4 months life saver;
2. Not clear this 4 month longer life is real or not.
3. Merk's new drug can have 18 month long, although it is not approved by
FDA
4. Buyout chance is fading...
Good:
1. the first and only one approved by FDA
2. Medicare almost approved, will wait in March.
3. Long waiting list buyer for this drug
4. new production lines are almost ready |
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b*p
发帖数: 242 | 36 rumor says groupon has turned down the google buyout deal.
Good news for google back to $600. |
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k******i
发帖数: 686 | 37 Agree with freeatom.
Yahoo is TREMENDOUSLY undervalued.
I think shorting it is really a bad idea since rumors(just rumors)could
skyrocket it.
But most of time, it is so YANGWEI.
If you have a lot of money, keep it with a minor portion in your portofolio
as potential buyout candidate should be fine. |
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L****n
发帖数: 12932 | 38
that's why business is expanding, buyout and merger all relies on easy money
. they just don't hire more people - because they can squeeze more from the
current worker by paying them a bit more for over time. the best time to be
a 资本家。 |
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O****L
发帖数: 3353 | 39 don't worry, I am waiting for 35-36 to buy and hold
this guy may be buyout or
it can go to 20s due to share dilution.
Be careful! |
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a********h
发帖数: 819 | 41 Thanks a lot kafen
I agree with your thinking on energy/ag
Great long term fa due to emerging market growth
I looked at pot and potash one last year both had buyout news rally before I
took action
Any other speculative natural gas play? Thanks again |
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l***n
发帖数: 812 | 42 这哥们有些胡搅蛮缠，所谓资不抵债么，资产<负债
他不停地说资产有多少管个P用，奈何欠的债多啊。除非有人做假账把资产做的比负债
少了，从而促成了这笔交易。不过这些事情，哪是看看新闻就知道了的。
另外Intangible assets只有在M&A以后才会放在banlance sheet上，变卖的时候是要打
折扣的，他倒是会计算，全国人口一人算一块钱。要我计算的话，过去10年自行车销售
量趋势，永久所占市场份额，然后是经营不善的discount。
另外这种buyout一般也是要承担地债务的，购买者一般是期望，通过自己的经营扭转局
面，或者拆分变卖。不过都资不抵债了，那么应该考虑的是破产保护，能卖掉就是不错
了。
现在的人写博客就是赚眼球，逻辑不清不说，还无知者无畏。 |
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y**a
发帖数: 143 | 44 I could not see any indication from the chart. TI buyout rumor or pre-er run? |
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w*********s
发帖数: 2136 | 45 Rothschilds Stage Revolutions in Tunisia and Egypt To Kill Islamic Banks In
Emerging North African Markets
PwP Exclusive ©Feb 9 2011
Background: Tunisia has undergone increasing economic liberalization over
the last decade: In the 2010-2011 World Economic Forum’s Global
Competitiveness Report, it was ranked as the most competitive country in
Africa, as well as the 32nd most economically competitive country globally.
North Africa’s large Muslim populations are a vast business opportunity
... 阅读全帖 |
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s8
发帖数: 424 | 47 在LDK的历史上， 我至少听到过这个rumor 三次了， 这次是第四次。
这个就是瞎扯淡。彭不会卖掉的。 |
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D****6
发帖数: 3429 | 48 呵呵， 我已经买了。而且我觉得这次buyoutrumor有可能是真的， 一个多星期前就有
个哥们在这个版上说来着， 他说还有9个trading days就会宣布buyout的announcement |
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