давайте обсуждать это ИПО здесь, скидываем все новости о компании и ИПО
http://www.vz.ru/news/2006/5/3/32247.html
первая новость - в ЕС Мастеркард хотят прижучить, поскольку он организовал дуополию с Визой и вздул рейты, грозят штрафами итп.
I am excited about Mastercard's IPO
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
-
underdog
- Удалена за наезды на участников
- Posts: 1555
- Joined: 03 Jan 2006 05:16
Re: I am excited about Mastercard's IPO
luch wrote:давайте обсуждать это ИПО здесь, скидываем все новости о компании и ИПО
http://www.vz.ru/news/2006/5/3/32247.html
первая новость - в ЕС Мастеркард хотят прижучить, поскольку он организовал дуополию с Визой и вздул рейты, грозят штрафами итп.
Говорят, что Мастером и Визой владеют одни и те же физлица.
-
dimkax
- Уже с Приветом
- Posts: 537
- Joined: 10 Mar 2005 01:16
- Location: CA
-
Christopher
- Уже с Приветом
- Posts: 1652
- Joined: 28 Oct 2004 20:29
- Location: USA
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
да ИПО это риски, тем более, надо поймать волну, посмотреть на того, кто будет выпускать, однако стейк очень хорош, компания фактически неуязвима, растет стабильно, конкуренция с Визой мнима, Дискавери и Амекс - две никчемные бредятины. Единственно, могут дорого продать. Тем не менее, все мои знакомые аналисты копят деньги на это ИПО.
ЗЫ Я расцениваю эту компанию как АЕР финансового рынка, даже во время рецессии народ будет юзать карточки, поскольку удобно.
ЗЫ Я расцениваю эту компанию как АЕР финансового рынка, даже во время рецессии народ будет юзать карточки, поскольку удобно.
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
MasterCard Delays IPO Due to CEO's Surgery
By ROBIN SIDEL
February 17, 2006; Page C3
MasterCard International Inc. delayed its long-expected initial public offering of stock until sometime in the second quarter because its chief executive underwent surgery this week for prostate cancer.
In a letter to shareholders that was filed with the Securities and Exchange Commission, Robert Selander, 54 years old, said the cancer was recently diagnosed at an early stage "when the prospects for a full recovery are excellent."
The Wall Street Journal last week reported that the credit-card association was likely to delay the IPO, although the reason couldn't be determined. The offering had been scheduled for the current quarter.
"While I have already resumed my normal responsibilities, I have been advised not to undertake a demanding travel schedule, such as a roadshow, over the next couple of months," said Mr. Selander, who has been MasterCard's CEO since 1997. He said that he is working from home and plans to return to the office in early March
MasterCard, based in Purchase, N.Y., is a global payments network that is owned by about 1,400 financial institutions. It doesn't issue credit or debit cards, but sets policies that its card-issuing banks must follow.
MORE
• MasterCard's letter to shareholders
In September, MasterCard said it would sell a 49% stake to the public in an offering that is expected to value the association at about $8 billion.
MasterCard and rival Visa USA Inc. are facing a wave of lawsuits over the fees that banks charge merchants to accept their cards and process transactions over the Visa and MasterCard networks. Visa and MasterCard set those levies, known as "interchange" fees.
On Wednesday, several consumer groups told a congressional panel that lawmakers should consider regulating interchange fees to prevent anticompetitive practices. In their lawsuits, the merchants have contended that banks and the associations have colluded to set the fees.
The card associations and banks have defended interchange fees, saying that retailers benefit from card acceptance, partly because consumers tend to spend more when they put purchases on plastic.
Write to Robin Sidel at robin.sidel@wsj.com
http://online.wsj.com/article/SB1140119 ... _investing
By ROBIN SIDEL
February 17, 2006; Page C3
MasterCard International Inc. delayed its long-expected initial public offering of stock until sometime in the second quarter because its chief executive underwent surgery this week for prostate cancer.
In a letter to shareholders that was filed with the Securities and Exchange Commission, Robert Selander, 54 years old, said the cancer was recently diagnosed at an early stage "when the prospects for a full recovery are excellent."
The Wall Street Journal last week reported that the credit-card association was likely to delay the IPO, although the reason couldn't be determined. The offering had been scheduled for the current quarter.
"While I have already resumed my normal responsibilities, I have been advised not to undertake a demanding travel schedule, such as a roadshow, over the next couple of months," said Mr. Selander, who has been MasterCard's CEO since 1997. He said that he is working from home and plans to return to the office in early March
MasterCard, based in Purchase, N.Y., is a global payments network that is owned by about 1,400 financial institutions. It doesn't issue credit or debit cards, but sets policies that its card-issuing banks must follow.
MORE
• MasterCard's letter to shareholders
In September, MasterCard said it would sell a 49% stake to the public in an offering that is expected to value the association at about $8 billion.
MasterCard and rival Visa USA Inc. are facing a wave of lawsuits over the fees that banks charge merchants to accept their cards and process transactions over the Visa and MasterCard networks. Visa and MasterCard set those levies, known as "interchange" fees.
On Wednesday, several consumer groups told a congressional panel that lawmakers should consider regulating interchange fees to prevent anticompetitive practices. In their lawsuits, the merchants have contended that banks and the associations have colluded to set the fees.
The card associations and banks have defended interchange fees, saying that retailers benefit from card acceptance, partly because consumers tend to spend more when they put purchases on plastic.
Write to Robin Sidel at robin.sidel@wsj.com
http://online.wsj.com/article/SB1140119 ... _investing
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
IPOS
Latest IPOs IPO Watch IPO Pipeline
advertisement
TODAY'S MOST POPULAR
• Dow's Dive Could Improve Your Investing
• Vonage IPO Tumbles in Debut
• Apple's Rivals Need Design Mojo
• A Tale of Two Auto Plants
• H-P Lost Faith in Fiorina, but Not in Merger
COMPANIES
Dow Jones, Reuters
Genworth Financial Inc. Cl A (GNW)
PRICE
CHANGE
33.39
0.10
5/24
* At Market Close
RELATED INDUSTRIES
• Financial Services & Insurance
Personalized Home Page Setup
Put headlines on your homepage about the companies, industries and topics that interest you most.
MasterCard IPO Has Heft, and Risk
Credit-Card Operation
Is Healthy, but Competition
And Legal Challenges Lurk
By LYNN COWAN
May 22, 2006; Page C4
MasterCard International Inc. plans to raise as much as $2.6 billion in a long-awaited initial public offering Thursday on the New York Stock Exchange. Trading under the symbol "MA," it will be the biggest U.S. deal since Genworth Financial Inc. went public in May 2004, according to data tracker Thomson Financial. Its debut will be watched closely for indications of investor sentiment following last week's broader market declines.
The MasterCard offering has a lot going for it, but the deal carries a range of risks, analysts say.
It is a big brand name, and because consumers continue to use credit cards for more purchases, it is in a profitable and growing segment of the economy. Investors and some analysts consider the proposed price range of $40 to $43 for the 61.5 million shares as a good valuation compared with its payment-processing peers, and the company's preoffering roadshows last week to market the deal were packed.
"MasterCard is a dream," says Ben Holmes, publisher of Morningnotes.com, a research firm that tracks IPOs. "Every fund that has exposure to financial services has to own this thing. This is a potential S&P-500 candidate. You can bet that this brand touches more consumer lives than any other brand name."
Still, MasterCard faces mounting competition. In recent years, this competition has led MasterCard to reduce fees. And its Maestro brand has relatively low penetration in the fast-growing U.S. debit-transactions business. The company also faces legal battles, ranging from regulatory scrutiny of its interchange fees -- the fees that banks charge merchants for credit-card processing -- to lawsuits alleging deceptive currency-conversion practices.
The main risk surrounding the business is the legal overhang, says Craig Maurer, an analyst at Soleil Securities in New York, who has a price target of $50 on the stock. "If this had been an IPO without that risk, my belief is that this would have been one of the hottest deals in years, because of the market in which it operates."
Another Wall Street analyst is warning investors that the outcome of the litigation, while still unknown, could be significant. Howard K. Mason of Sanford Bernstein said the company's proposed offering price implies a discount of about $3 billion for estimated legal risks, but he estimates the present value of potential damages to be closer to $6 billion. Moreover, an assumption that the company might cut future expenses by reducing its marketing budget doesn't seem likely given its loss of market share and pricing power in 2005, he says.
"I think investors need to think more carefully about this," he says. "This stock screens cheaply for a reason."
Aside from the monetary cost of MasterCard's legal battles, there is the time spent by executives on legal matters rather than managing the business, says William K. Smith, president of IPO research firm Renaissance Capital, in Greenwich, Conn. But unlike Mr. Mason, Mr. Smith feels that the IPO will be well-priced for investors if it falls within the expected range.
"The key here is that I don't think the cost of litigation is going to hit within the next 12 months," he says. "On a short-term basis, it doesn't seem like the clouds are going to start opening up any time soon."
Write to Lynn Cowan at lynn.cowan@dowjones.com
Latest IPOs IPO Watch IPO Pipeline
advertisement
TODAY'S MOST POPULAR
• Dow's Dive Could Improve Your Investing
• Vonage IPO Tumbles in Debut
• Apple's Rivals Need Design Mojo
• A Tale of Two Auto Plants
• H-P Lost Faith in Fiorina, but Not in Merger
COMPANIES
Dow Jones, Reuters
Genworth Financial Inc. Cl A (GNW)
PRICE
CHANGE
33.39
0.10
5/24
* At Market Close
RELATED INDUSTRIES
• Financial Services & Insurance
Personalized Home Page Setup
Put headlines on your homepage about the companies, industries and topics that interest you most.
MasterCard IPO Has Heft, and Risk
Credit-Card Operation
Is Healthy, but Competition
And Legal Challenges Lurk
By LYNN COWAN
May 22, 2006; Page C4
MasterCard International Inc. plans to raise as much as $2.6 billion in a long-awaited initial public offering Thursday on the New York Stock Exchange. Trading under the symbol "MA," it will be the biggest U.S. deal since Genworth Financial Inc. went public in May 2004, according to data tracker Thomson Financial. Its debut will be watched closely for indications of investor sentiment following last week's broader market declines.
The MasterCard offering has a lot going for it, but the deal carries a range of risks, analysts say.
It is a big brand name, and because consumers continue to use credit cards for more purchases, it is in a profitable and growing segment of the economy. Investors and some analysts consider the proposed price range of $40 to $43 for the 61.5 million shares as a good valuation compared with its payment-processing peers, and the company's preoffering roadshows last week to market the deal were packed.
"MasterCard is a dream," says Ben Holmes, publisher of Morningnotes.com, a research firm that tracks IPOs. "Every fund that has exposure to financial services has to own this thing. This is a potential S&P-500 candidate. You can bet that this brand touches more consumer lives than any other brand name."
Still, MasterCard faces mounting competition. In recent years, this competition has led MasterCard to reduce fees. And its Maestro brand has relatively low penetration in the fast-growing U.S. debit-transactions business. The company also faces legal battles, ranging from regulatory scrutiny of its interchange fees -- the fees that banks charge merchants for credit-card processing -- to lawsuits alleging deceptive currency-conversion practices.
The main risk surrounding the business is the legal overhang, says Craig Maurer, an analyst at Soleil Securities in New York, who has a price target of $50 on the stock. "If this had been an IPO without that risk, my belief is that this would have been one of the hottest deals in years, because of the market in which it operates."
Another Wall Street analyst is warning investors that the outcome of the litigation, while still unknown, could be significant. Howard K. Mason of Sanford Bernstein said the company's proposed offering price implies a discount of about $3 billion for estimated legal risks, but he estimates the present value of potential damages to be closer to $6 billion. Moreover, an assumption that the company might cut future expenses by reducing its marketing budget doesn't seem likely given its loss of market share and pricing power in 2005, he says.
"I think investors need to think more carefully about this," he says. "This stock screens cheaply for a reason."
Aside from the monetary cost of MasterCard's legal battles, there is the time spent by executives on legal matters rather than managing the business, says William K. Smith, president of IPO research firm Renaissance Capital, in Greenwich, Conn. But unlike Mr. Mason, Mr. Smith feels that the IPO will be well-priced for investors if it falls within the expected range.
"The key here is that I don't think the cost of litigation is going to hit within the next 12 months," he says. "On a short-term basis, it doesn't seem like the clouds are going to start opening up any time soon."
Write to Lynn Cowan at lynn.cowan@dowjones.com
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
MasterCard IPO Has Heft, and Risk
Credit-Card Operation
Is Healthy, but Competition
And Legal Challenges Lurk
By LYNN COWAN
May 22, 2006; Page C4
MasterCard International Inc. plans to raise as much as $2.6 billion in a long-awaited initial public offering Thursday on the New York Stock Exchange. Trading under the symbol "MA," it will be the biggest U.S. deal since Genworth Financial Inc. went public in May 2004, according to data tracker Thomson Financial. Its debut will be watched closely for indications of investor sentiment following last week's broader market declines.
The MasterCard offering has a lot going for it, but the deal carries a range of risks, analysts say.
It is a big brand name, and because consumers continue to use credit cards for more purchases, it is in a profitable and growing segment of the economy. Investors and some analysts consider the proposed price range of $40 to $43 for the 61.5 million shares as a good valuation compared with its payment-processing peers, and the company's preoffering roadshows last week to market the deal were packed.
"MasterCard is a dream," says Ben Holmes, publisher of Morningnotes.com, a research firm that tracks IPOs. "Every fund that has exposure to financial services has to own this thing. This is a potential S&P-500 candidate. You can bet that this brand touches more consumer lives than any other brand name."
Still, MasterCard faces mounting competition. In recent years, this competition has led MasterCard to reduce fees. And its Maestro brand has relatively low penetration in the fast-growing U.S. debit-transactions business. The company also faces legal battles, ranging from regulatory scrutiny of its interchange fees -- the fees that banks charge merchants for credit-card processing -- to lawsuits alleging deceptive currency-conversion practices.
The main risk surrounding the business is the legal overhang, says Craig Maurer, an analyst at Soleil Securities in New York, who has a price target of $50 on the stock. "If this had been an IPO without that risk, my belief is that this would have been one of the hottest deals in years, because of the market in which it operates."
Another Wall Street analyst is warning investors that the outcome of the litigation, while still unknown, could be significant. Howard K. Mason of Sanford Bernstein said the company's proposed offering price implies a discount of about $3 billion for estimated legal risks, but he estimates the present value of potential damages to be closer to $6 billion. Moreover, an assumption that the company might cut future expenses by reducing its marketing budget doesn't seem likely given its loss of market share and pricing power in 2005, he says.
"I think investors need to think more carefully about this," he says. "This stock screens cheaply for a reason."
Aside from the monetary cost of MasterCard's legal battles, there is the time spent by executives on legal matters rather than managing the business, says William K. Smith, president of IPO research firm Renaissance Capital, in Greenwich, Conn. But unlike Mr. Mason, Mr. Smith feels that the IPO will be well-priced for investors if it falls within the expected range.
"The key here is that I don't think the cost of litigation is going to hit within the next 12 months," he says. "On a short-term basis, it doesn't seem like the clouds are going to start opening up any time soon."
Write to Lynn Cowan at lynn.cowan@dowjones.com
Credit-Card Operation
Is Healthy, but Competition
And Legal Challenges Lurk
By LYNN COWAN
May 22, 2006; Page C4
MasterCard International Inc. plans to raise as much as $2.6 billion in a long-awaited initial public offering Thursday on the New York Stock Exchange. Trading under the symbol "MA," it will be the biggest U.S. deal since Genworth Financial Inc. went public in May 2004, according to data tracker Thomson Financial. Its debut will be watched closely for indications of investor sentiment following last week's broader market declines.
The MasterCard offering has a lot going for it, but the deal carries a range of risks, analysts say.
It is a big brand name, and because consumers continue to use credit cards for more purchases, it is in a profitable and growing segment of the economy. Investors and some analysts consider the proposed price range of $40 to $43 for the 61.5 million shares as a good valuation compared with its payment-processing peers, and the company's preoffering roadshows last week to market the deal were packed.
"MasterCard is a dream," says Ben Holmes, publisher of Morningnotes.com, a research firm that tracks IPOs. "Every fund that has exposure to financial services has to own this thing. This is a potential S&P-500 candidate. You can bet that this brand touches more consumer lives than any other brand name."
Still, MasterCard faces mounting competition. In recent years, this competition has led MasterCard to reduce fees. And its Maestro brand has relatively low penetration in the fast-growing U.S. debit-transactions business. The company also faces legal battles, ranging from regulatory scrutiny of its interchange fees -- the fees that banks charge merchants for credit-card processing -- to lawsuits alleging deceptive currency-conversion practices.
The main risk surrounding the business is the legal overhang, says Craig Maurer, an analyst at Soleil Securities in New York, who has a price target of $50 on the stock. "If this had been an IPO without that risk, my belief is that this would have been one of the hottest deals in years, because of the market in which it operates."
Another Wall Street analyst is warning investors that the outcome of the litigation, while still unknown, could be significant. Howard K. Mason of Sanford Bernstein said the company's proposed offering price implies a discount of about $3 billion for estimated legal risks, but he estimates the present value of potential damages to be closer to $6 billion. Moreover, an assumption that the company might cut future expenses by reducing its marketing budget doesn't seem likely given its loss of market share and pricing power in 2005, he says.
"I think investors need to think more carefully about this," he says. "This stock screens cheaply for a reason."
Aside from the monetary cost of MasterCard's legal battles, there is the time spent by executives on legal matters rather than managing the business, says William K. Smith, president of IPO research firm Renaissance Capital, in Greenwich, Conn. But unlike Mr. Mason, Mr. Smith feels that the IPO will be well-priced for investors if it falls within the expected range.
"The key here is that I don't think the cost of litigation is going to hit within the next 12 months," he says. "On a short-term basis, it doesn't seem like the clouds are going to start opening up any time soon."
Write to Lynn Cowan at lynn.cowan@dowjones.com
-
LLena
- Уже с Приветом
- Posts: 7220
- Joined: 06 Feb 2001 10:01
- Location: Moscow-> PA-> MA-> S&N Carolinas-> CT
-
ROBUS
- Уже с Приветом
- Posts: 2349
- Joined: 02 May 2002 04:32
- Location: Boston
Поднимаю старую тему по - в этом IPO я активно поучаствовал, зашел по $50 с утречка - через несколько дней смотрю - volume растет, фонды закупаются - еще добавил... Итог радует душу - сегодня закрылись по $138 - итого + 175%....Сижу long, но вот думаю - не пересидел ли,не пора ли сливать?...Что у нас думает коллективный разум по этому поводу - или в МА больше никого?
А также по поводу грядущей серии 2 - а именно IPO VISA?
А также по поводу грядущей серии 2 - а именно IPO VISA?
-
filimona
- Уже с Приветом
- Posts: 162
- Joined: 01 Apr 2005 04:10
- Location: NYC
ROBUS wrote:Поднимаю старую тему по - в этом ИПО я активно поучаствовал, зашел по $50 с утречка - через несколько дней смотрю - волуме растет, фонды закупаются - еще добавил... Итог радует душу - сегодня закрылись по $138 - итого + 175%....Сижу лонг, но вот думаю - не пересидел ли,не пора ли сливать?...Что у нас думает коллективный разум по этому поводу - или в МА больше никого?
А также по поводу грядущей серии 2 - а именно ИПО ВИСА?
не смотрела фундаменталс мастеркард, но ИПО главного компетитора по идее должно потянуть мастеркард вниз или по крайней мере держать флэт. я бы лично не жадничала и взяла бы свои 175%. потом подождала какой-нибудь несерьезной плохой новости и опять купила бы на "дип", если фундаменталс продолжают радовать. (я так понимаю год у вас уже прошел для налоговых соображений, если нет то примите во внимание разницу шорт/лонг терм налогов ну или ваше желание уверличивать налоговый билл в 2007)
-
ROBUS
- Уже с Приветом
- Posts: 2349
- Joined: 02 May 2002 04:32
- Location: Boston
filimona wrote:ROBUS wrote:Поднимаю старую тему по - в этом ИПО я активно поучаствовал, зашел по $50 с утречка - через несколько дней смотрю - волуме растет, фонды закупаются - еще добавил... Итог радует душу - сегодня закрылись по $138 - итого + 175%....Сижу лонг, но вот думаю - не пересидел ли,не пора ли сливать?...Что у нас думает коллективный разум по этому поводу - или в МА больше никого?
А также по поводу грядущей серии 2 - а именно ИПО ВИСА?
не смотрела фундаменталс мастеркард, но ИПО главного компетитора по идее должно потянуть мастеркард вниз или по крайней мере держать флэт. я бы лично не жадничала и взяла бы свои 175%. потом подождала какой-нибудь несерьезной плохой новости и опять купила бы на "дип", если фундаменталс продолжают радовать. (я так понимаю год у вас уже прошел для налоговых соображений, если нет то примите во внимание разницу шорт/лонг терм налогов ну или ваше желание уверличивать налоговый билл в 2007)
Год еще не прошел, так бы наверное уже вышел давно, и сделал бы именно это, а пока жду года и надеюсь чтоб за это ничего серьезного не произошло - с МА
-
filimona
- Уже с Приветом
- Posts: 162
- Joined: 01 Apr 2005 04:10
- Location: NYC
ROBUS wrote:filimona wrote:ROBUS wrote:Поднимаю старую тему по - в этом ИПО я активно поучаствовал, зашел по $50 с утречка - через несколько дней смотрю - волуме растет, фонды закупаются - еще добавил... Итог радует душу - сегодня закрылись по $138 - итого + 175%....Сижу лонг, но вот думаю - не пересидел ли,не пора ли сливать?...Что у нас думает коллективный разум по этому поводу - или в МА больше никого?
А также по поводу грядущей серии 2 - а именно ИПО ВИСА?
не смотрела фундаменталс мастеркард, но ИПО главного компетитора по идее должно потянуть мастеркард вниз или по крайней мере держать флэт. я бы лично не жадничала и взяла бы свои 175%. потом подождала какой-нибудь несерьезной плохой новости и опять купила бы на "дип", если фундаменталс продолжают радовать. (я так понимаю год у вас уже прошел для налоговых соображений, если нет то примите во внимание разницу шорт/лонг терм налогов ну или ваше желание уверличивать налоговый билл в 2007)
Год еще не прошел, так бы наверное уже вышел давно, и сделал бы именно это, а пока жду года и надеюсь чтоб за это ничего серьезного не произошло - с МА
then i would wait for the 1 year anniversary and then sell. Would definitely sell if the feds raise interest rates to which credit card companies are very sensitive.
if visa drops or postpones its IPO then i would hold even after the anniversary
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
-
ROBUS
- Уже с Приветом
- Posts: 2349
- Joined: 02 May 2002 04:32
- Location: Boston
luch wrote:вот сегодня на рейтел новостях МА поднялся, 10% за день!!
причем вчера я посмотрел оценку, РЕ 146х было, сейчас уже 165х.
У хайпер Аппла и то РЕ 42. В общем, сток интересный, но крайне щекотливый. Крамер вроде как облажал МА недавно, кучу народа скинули стоки, щас кроют матом.
У него forward PE ~28, но и это фигня. Вопрос кто его разгоняет и почему. По моим данным Fidelity активмо увеличивает holdings MA, и прочие тоже. Опять же не потому что сток хороший, а просто попал он категорию "must have" for institutions, как ранее MSFT , а затем GOOG. Я, как уже писал выше, сижу в нем с дня IPO, думал продать, но передумал, а сейчас играюсь в его же опции, пока что удачно, ибо там практически ежeдневно наличествует явный тренд в сочетании с высокой волатилити.
-
List
- Новичок
- Posts: 20
- Joined: 04 May 2007 09:07
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
-
luch
- Уже с Приветом
- Posts: 1481
- Joined: 05 Jan 2003 19:53
- Location: Владивосток -> Athens, OH -> London
-
dimp
- Уже с Приветом
- Posts: 4936
- Joined: 22 Nov 2005 20:32
- Location: Maryland
luch wrote:Ну что больше никто не хочет купить немножко визы?
Кстати, как уважаемые американцы учавствуют в ИПО? То бишь как можно купить акцию до выхода на рынок? Я так понимаю через солидную брокерскую контору только такое можно сделать?
Поучавствовать в IPO можно только если твоя брокерская контора является underwriter этого IPO. В случае с Визой это JP Morgan и Goldman Sachs, т.е. простым смертным недоступно.
Из крупных IPO в которых могли поучавствовать простые смертные припоминаю только Google (через америтрейд и некотороые другие "народные" конторы).
-
fedya
- Уже с Приветом
- Posts: 789
- Joined: 09 Jan 2002 10:01
dimp wrote:Поучавствовать в IPO можно только если твоя брокерская контора является underwriter этого IPO. В случае с Визой это JP Morgan и Goldman Sachs, т.е. простым смертным недоступно.
Из крупных IPO в которых могли поучавствовать простые смертные припоминаю только Google (через америтрейд и некотороые другие "народные" конторы).
Schwab вывесил notice:
"Visa Inc. IPO Update 02/29/08 05:07 PM ET
The anticipated date for accepting conditional offers to purchase will be 3/17/08 and will continue through 5:00 pm est on 3/18/08."
Вопрос стоит ли и почем
-
DR_35_USA
- Уже с Приветом
- Posts: 1194
- Joined: 07 Jul 2001 09:01
- Location: Tomsk->Mountain View->Milpitas
luch wrote:да ИПО это риски, тем более, надо поймать волну, посмотреть на того, кто будет выпускать, однако стейк очень хорош, компания фактически неуязвима, растет стабильно, конкуренция с Визой мнима, Дискавери и Амекс - две никчемные бредятины. Единственно, могут дорого продать. Тем не менее, все мои знакомые аналисты копят деньги на это ИПО.
ЗЫ Я расцениваю эту компанию как АЕР финансового рынка, даже во время рецессии народ будет юзать карточки, поскольку удобно.
> компания фактически неуязвима
Это значит что работники её не потеряют в зарплате, начальсто в премиях, а инвесторы в лучшем случае - в дивидендах. Цена на акции может упасть очень сильно, если сначала будет очень высоко. А она как правило сильна завышена на популярные компании. Исторически инвестиции в IPO приносят меньше доходу и больше риску, чем корзина малых компаний типа Russel 3000 или как её там.
> даже во время рецессии народ будет юзать карточки, поскольку удобно
Опять же - неважно как будут идти дела у компании, если Единственно, могут дорого продать - именно это всегда и происходит, и это самое будет с этим IPO, именно потому что все мои знакомые аналисты копят деньги на это ИПО
Оно вроде и ни что-либо как, а приведись такое дело так вот тебе и пожалуйста.
-
Ivan Popugaev
- Уже с Приветом
- Posts: 9354
- Joined: 12 Apr 2006 03:25
fedya wrote:dimp wrote:Поучавствовать в IPO можно только если твоя брокерская контора является underwriter этого IPO. В случае с Визой это JP Morgan и Goldman Sachs, т.е. простым смертным недоступно.
Из крупных IPO в которых могли поучавствовать простые смертные припоминаю только Google (через америтрейд и некотороые другие "народные" конторы).
Schwab вывесил notice:
"Visa Inc. IPO Update 02/29/08 05:07 PM ET
The anticipated date for accepting conditional offers to purchase will be 3/17/08 and will continue through 5:00 pm est on 3/18/08."
Вопрос стоит ли и почем
И как это будет происходить? Типа аукциона что ли, где ты назначаешь прайс?
А то эккаунт у Швабов у нас имеется
-
Ivan Popugaev
- Уже с Приветом
- Posts: 9354
- Joined: 12 Apr 2006 03:25
-
ROBUS
- Уже с Приветом
- Posts: 2349
- Joined: 02 May 2002 04:32
- Location: Boston
Ну вообще-то здесь есть разница, между МА и V.
МА шел на IPO с P/E 15, и на этот раз aндеритеры этого IPO решили что публике досталось слишком много на халяву, поэтому Виза выходит на IPO с P/E 27 (такои у МА сейчас плюс-минус)
Короче я слил МА, купленный в первый день трейдинга по 50 за 201 некоторое время назад, унеся в клюве свои $$$, а вот покупать ли Визу сегодня сильно сомневаюсь, по крайней мере в первый день.
МА шел на IPO с P/E 15, и на этот раз aндеритеры этого IPO решили что публике досталось слишком много на халяву, поэтому Виза выходит на IPO с P/E 27 (такои у МА сейчас плюс-минус)
Короче я слил МА, купленный в первый день трейдинга по 50 за 201 некоторое время назад, унеся в клюве свои $$$, а вот покупать ли Визу сегодня сильно сомневаюсь, по крайней мере в первый день.
-
Ivan Popugaev
- Уже с Приветом
- Posts: 9354
- Joined: 12 Apr 2006 03:25