PROFESSOR3
美國，財經界人士，某西方跨國媒體支付稿酬的客座財經評論員。
正文
看本周二收盤後俺在博客中給兩位訪客的回帖吧：
http://blog.wenxuecity.com/blogview.php?date=200904&postID=43125
再看本周四收盤後在“大千股壇”的上貼：
http://blog.wenxuecity.com/blogview.php?date=200905&postID=9598#mark
以上可都是“馬前炮”歐。
自3月5日以來，俺多數情況下是100%持股，少數情況下最少50%持股，最多50%持現金。初期持有4隻金融股C,FAS,BAC,WFC,後來隻持有2隻即C和FAS。
花旗C自3月5日以來漲了300%+，$1+到了$4+，俺隻交易過半倉一次，而且很快就買回了。花旗C本周五一天漲了6%+，還有人在“大千股壇”大叫“C怎麽漲得那麽慢？”當天道指才漲2%-，C的漲幅比道指快了3倍哎。當然，與俺的另一持股FAS一天漲20%+相比，確實“慢”了點兒。
如何“逢低買進”？這是股市投資人最關心的話題了。所謂“逢低”就是指距離已經出現的高點有一段距離了，對於一些“牛股”，無論股價多高，隻要離開高點2-5%，就是“低點”而可以買進。震蕩大的股票(以貝塔值作為標準，可以很容易查到的)，有時會有10-20%的下跌，此時隻要大盤和所在部類沒有轉入熊市，就是更好的買點。如果您相信俺的“道指5月底9000，6月底10000”的預測，天天盤中都有低點，買進就是了。但要嚴格按照俺的“進場3原則”，絕不要一錘子買賣。記住，萬點以下，越大的回檔，越是買點。
今年全球股市大牛，但暴利都在上半年。平常情況下，您能想象好多股票一天漲20%+嗎？太難啦。
本帖不構成任何買賣股票之建議。
祝您發財！
http://blog.wenxuecity.com/blogview.php?date=200904&postID=43125
再看本周四收盤後在“大千股壇”的上貼：
http://blog.wenxuecity.com/blogview.php?date=200905&postID=9598#mark
以上可都是“馬前炮”歐。
自3月5日以來，俺多數情況下是100%持股，少數情況下最少50%持股，最多50%持現金。初期持有4隻金融股C,FAS,BAC,WFC,後來隻持有2隻即C和FAS。
花旗C自3月5日以來漲了300%+，$1+到了$4+，俺隻交易過半倉一次，而且很快就買回了。花旗C本周五一天漲了6%+，還有人在“大千股壇”大叫“C怎麽漲得那麽慢？”當天道指才漲2%-，C的漲幅比道指快了3倍哎。當然，與俺的另一持股FAS一天漲20%+相比，確實“慢”了點兒。
如何“逢低買進”？這是股市投資人最關心的話題了。所謂“逢低”就是指距離已經出現的高點有一段距離了，對於一些“牛股”，無論股價多高，隻要離開高點2-5%，就是“低點”而可以買進。震蕩大的股票(以貝塔值作為標準，可以很容易查到的)，有時會有10-20%的下跌，此時隻要大盤和所在部類沒有轉入熊市，就是更好的買點。如果您相信俺的“道指5月底9000，6月底10000”的預測，天天盤中都有低點，買進就是了。但要嚴格按照俺的“進場3原則”，絕不要一錘子買賣。記住，萬點以下，越大的回檔，越是買點。
今年全球股市大牛，但暴利都在上半年。平常情況下，您能想象好多股票一天漲20%+嗎？太難啦。
本帖不構成任何買賣股票之建議。
祝您發財！
請教教授。
C政府和私人債轉股的價格是3.25。 其現股價大於4。債轉股可能在近期發生，大概是五月或六月吧。
其現有5.51billion common shares, market capital 22.61B.
債轉股後，common shares 會翻4倍。如果市場價格仍維持4元以上，其market capital將達90B.
今天Bank of America 的market capital是90B. 比較起來， City Group 是否overvalue了？考慮的BAC is in much better shape...
詳情見link:
http://www.businessweek.com/bwdaily/dnflash/content/may2009/db2009057_833482.htm
Citigroup (C)
Citi announced today that it will expand its previously disclosed public exchange offers by $5.5 billion. This increase reflects the results of the U.S. government's Supervisory Capital Assessment Program (SCAP).
"The government's stress test was a rigorous process that assessed our capital and confirms our view that Citi's plans and actions will give it the financial strength to weather an adverse stress scenario" said Vikram Pandit, chief executive officer of Citi. "The results also reflect 15 months of continuous work, tough decisions, and steady execution towards a strong and stable Citi with a clear strategy for the future."
…
Citi will expand its public exchange offers previously announced on Feb. 27, 2009, by increasing the maximum amount of preferred securities and trust preferred securities that it will accept in exchange for common stock from $27.5 billion to $33 billion to further increase Tier 1 Common without any additional U.S. government investment or conversion of U.S. government securities into common shares. The conversion price of $3.25, the exchange factors and the priority of trust preferred securities accepted in the exchange offers will remain unchanged from the transaction terms as previously announced. (See attached transaction summary)
Consistent with the previous announcement, the U.S. government will continue to match the exchanges by public and private holders up to a maximum of $25 billion face value of its preferred stock at the same conversion price. The U.S. government will also continue to exchange the portion of its existing preferred securities that are not exchanged for common shares into new trust preferred securities with an annual coupon of 8%.
Citi said that it expects to launch the public exchange offers shortly after further SEC review of our S-4 and finalization of definitive agreements with the U.S. government reflecting the transaction terms previously agreed with the U.S. government.
This transaction could increase Tier 1 Common of the company from the first-quarter level of $22.1 billion to as much as $86.2 billion, which assumes the exchange of $33 billion of preferred securities and trust preferred securities, the maximum eligible under this transaction. Citi's TCE which was $30.9 billion on Mar. 31, 2009, will increase by as much as $60.4 billion to up to $91.3 billion.
Based on the maximum eligible conversion, the U.S. government would own approximately 34% of Citi's outstanding common stock, and existing shareholders would own approximately 24% of the outstanding common shares.
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