抄雷曼的家 – 九月十一日 (星期四)

公司昨晚千呼萬喚出了業績,第三季凈虧損39億美金,即是每股$5.92。另外公佈大計要出售最值錢的投資管理部門Neuberger Berman的多數股權、把英國的commercial real estate and residential mortgages賣給Blackrock、將300億美元的bad mortgages分拆出來。但是全部都得個講字,未做……公司股價得$7,但一季已蝕$5.92!不過公司過去幾季一直在de-leverage,Tier 1 capital仍維持在11%左右,業績公佈後股價又沒怎麼跌,我想無事掛……

回到香港這邊,client的unwind要求仍然多不勝數,比昨天還多,老闆們都全面戒備,十分緊貼著情況。同事們忙到氣咳,trading覆價又覆唔切……做unwind真是比去年十月恆指30,000點時感覺更辛苦。

放工後我去了打籃球,收到S君的SMS,問我“What happened to Lehman share price?”我急急腳用blackberry看看Bloomberg。吓?又跌40%?!咩世界呀?3日唔埋,2日跌40%,這大慨可以入健力士世界大全!試問仲有幾多個40%可以跌?

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Lehman Brothers (LEH US)
Wednesday Closing Price: $7.25
Thursday Closing Price: $4.22 (-41.79%)

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