| 汪翔：信用卡公司轉運了嗎 | |
| 送交者: 汪翔 2010年04月13日08:59:14 於 [股市財經] 發送悄悄話 | |
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信用卡公司轉運了嗎 這兩天，ABK公司的股價高歌猛進，從50美分，轉眼就是3美元有餘了。在金融危機之後，美國政府救助銀行“無條件”，而銀行在獲得來自納稅人的錢之後，卻要求更高和更苛刻的條件，來和納稅人做生意。通過大幅提高各種各樣的這費那用，信用卡公司也開始賺錢了。ABK就是一個好例子∶因為它突然賺錢（而不是虧錢）了，所以，這家曾經的百元股票，又被投資者從垃圾堆裡面找出來，當做奢侈品在營銷了。 不過，作為投資者，你還是得仔細讀讀該公司之所以能夠扭虧為盈的原因∶主要來自稅收方面的回補，和成本節省。如果公司不是因為業務運行開始變得健康，那厶，這種盈利可能會是曇花一現。如果真的如此，那厶，你可能就不應該長期持有了，見好就收才是上策。 在金融危機看來不會再回頭的時候，是不是還有大便宜可撿？很多人在到處轉悠，希望自己有好運氣。PALM一度上不少人好運來臨，雖然更多的人是在流淚。 附錄∶Ambac Jumps 70% After Reporting Profit
Ambac Financial Group Inc. (ABK) shares surged 70% on heavy volume Friday, after the bond insurer said it swung to a fourth-quarter net profit. Ambac said late Thursday that quarterly net income was $558.1 million, or $1.93 a share. That compares with a net loss of $2.34 billion or $8.14 a share in the same period a year earlier. The improvement was mainly driven by a $472 million tax benefit, the company said, as well as by lower expenses from losses in its main financial-guarantee business. Total net loss and loss expenses were $385.4 million in the fourth quarter of 2009, down from $916.4 million in the final quarter of 2008, Ambac reported. Ambac, one of the world's largest bond insurers, has been hit hard by losses from mortgage-related guarantees it sold during the housing-market boom of the last decade. When the real-estate market collapsed, Ambac was left paying big claims on those guarantees. Last month, the regulator of Ambac's main bond-insurance subsidiary, Wisconsin's Office of the Commissioner of Insurance, seized a big chunk of its business to protect hundreds of billions of dollars in guarantees on municipal bonds. Ambac also has been settling some of its obligations at large discounts, partly because counterparties worry that the bond insurer is too financially precarious to pay anywhere near 100 cents on the dollar on its guarantees. "The transfer of structured finance obligations to the state regulator and the subsequent payment at a discounted rate is a de-facto default," said Egan-Jones Ratings, a rating agency that's paid by investors rather than issuers, on Friday. "However, credit quality of the remaining corpus is enhanced." Egan-Jones affirmed its rating on Ambac at BB+, but noted this rating only applies to the business units that aren't seized by the Wisconsin regulator. Shares of Ambac dropped after the seizure was announced, and recently traded near 50 cents. The company's stock traded close to $100 before the financial crisis. On Friday, the stock surged 70% to $1.09 as almost 140 million shares changed hands. The average weekly trading volume is 72 million shares, according to FactSet data. |
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