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Stock版 - 彻底晕了,BLK打算买35% BAC
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相关话题的讨论汇总
话题: bac话题: blackrock话题: bank话题: america话题: mbs
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1 (共1页)
b******r
发帖数: 16603
1
MM大概要吸筹或者正在吸筹,打算把BAC打压到什么价位不好说。。
http://www.zerohedge.com/article/blackrock-ceo-seeking-partner-buy-35-bofa-stake-charlie-gasparino
A few days ago, we penned The BlackRock - Bank Of America Ownership Catch 22
, in which we discussed the incestuous cross-onwership relationship between
the two companies. Then we said:
"It is well known that Bank of America owns 34% of BlackRock via a legacy
position inherited from Merrill Lynch, arguably the most valuable part of
the business. As of today, the stake is worth around $11.5 billion. Yet what
may be a little less known is that BlackRock has also returned the favor,
and is now the largest holder of Bank of America, owning 5.35% of the
outstanding BAC shares, for a total value of $6.6 billion. Does that mean
that there is a wash in there somewhere? Who cares. But one thing that
certainly is involved, is a massive conflict of interest, especially in the
context of litigation. And a big question mark - to claim that BlackRock is
willing to impair a nearly $7 billion investment is naive. Instead, due to
the incestuous nature of Wall Street, and the cross pollination of MBS
holders, is today's action merely a ploy to get some of the more "impacted"
parties to promptly settle and eliminate any possible future litigation?
PIMCO, for one, and the FRBNY fir another, have the most to lose if the MBS
crisis escalates, and if all MBS are unwound. Which means that somehow this
is simply another diversion, with the real action taking place somewhere."
The action is indeed "elsewhere" - Charlie Gasparino has just reported that
Larry Fink is seeking a partner to buy 35% of Bank of America. What better
way to sweep all the problems underneath the rug than to just buy them all
up...
w*******o
发帖数: 6125
2
你现在怎么也变成ZeroHedge的忠实读者了,不是受我毒害的吧?

【在 b******r 的大作中提到】
: MM大概要吸筹或者正在吸筹,打算把BAC打压到什么价位不好说。。
: http://www.zerohedge.com/article/blackrock-ceo-seeking-partner-buy-35-bofa-stake-charlie-gasparino
: A few days ago, we penned The BlackRock - Bank Of America Ownership Catch 22
: , in which we discussed the incestuous cross-onwership relationship between
: the two companies. Then we said:
: "It is well known that Bank of America owns 34% of BlackRock via a legacy
: position inherited from Merrill Lynch, arguably the most valuable part of
: the business. As of today, the stake is worth around $11.5 billion. Yet what
: may be a little less known is that BlackRock has also returned the favor,
: and is now the largest holder of Bank of America, owning 5.35% of the

b******r
发帖数: 16603
3
lol。。可能是的吧。。。

【在 w*******o 的大作中提到】
: 你现在怎么也变成ZeroHedge的忠实读者了,不是受我毒害的吧?
b******r
发帖数: 16603
4
zerohedge的解读偏熊,只看fact,最近拿来当反指特别准。
w******s
发帖数: 16209
5
没看明白,互相拥抱持股?

22
between
what
the
is
"
MBS
this
that

【在 b******r 的大作中提到】
: MM大概要吸筹或者正在吸筹,打算把BAC打压到什么价位不好说。。
: http://www.zerohedge.com/article/blackrock-ceo-seeking-partner-buy-35-bofa-stake-charlie-gasparino
: A few days ago, we penned The BlackRock - Bank Of America Ownership Catch 22
: , in which we discussed the incestuous cross-onwership relationship between
: the two companies. Then we said:
: "It is well known that Bank of America owns 34% of BlackRock via a legacy
: position inherited from Merrill Lynch, arguably the most valuable part of
: the business. As of today, the stake is worth around $11.5 billion. Yet what
: may be a little less known is that BlackRock has also returned the favor,
: and is now the largest holder of Bank of America, owning 5.35% of the

S**********r
发帖数: 553
6
lz 搞错了,BAC拥有BLK 35%. BLK现在召集一堆investor要把那35%买回来。
这是为什么BLK再涨。 good for both bac and blk.

【在 w******s 的大作中提到】
: 没看明白,互相拥抱持股?
:
: 22
: between
: what
: the
: is
: "
: MBS
: this

b******r
发帖数: 16603
7
I don't think BLK is trying to buy back their 35% stake from BAC from
that article. BAC owns only 34% of BLK anyways.

【在 S**********r 的大作中提到】
: lz 搞错了,BAC拥有BLK 35%. BLK现在召集一堆investor要把那35%买回来。
: 这是为什么BLK再涨。 good for both bac and blk.

b******r
发帖数: 16603
8
也许对BAC board不满,想控股BAC?
长期应该对BAC利好吧。

【在 w******s 的大作中提到】
: 没看明白,互相拥抱持股?
:
: 22
: between
: what
: the
: is
: "
: MBS
: this

C****a
发帖数: 1639
9
Completely waste time for retail investors/traders.

【在 b******r 的大作中提到】
: zerohedge的解读偏熊,只看fact,最近拿来当反指特别准。
1 (共1页)
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