2007年7月25日星期三

BX奇談

講開BX,博客cory終於在$26止蝕離場,我們都要問、之前係咪睇得太樂觀?

Cory提到,私募基金雖然財雄勢大,但已經威脅到各大投行,人地唔關照,都好難發圍。

這令我們想起,當初BX搞上市,自持「天之驕子」,向一眾投行壓價要求減收費,今日可謂自食其果。

對私募來說,今日都幾大鑊,KKR終於要向現實低頭,以LIBRO加2.625%借貸款,咁先可以繼續FINANCING 早前做落的M&A,完全改變了私募的遊戲規則,似乎以往借平錢「開PARTY」的歌仔,短期內都唱唔響。

不過愈被人睇淡時候,強人先有機會發圍,話晒Schwarzman都唔係泛泛之輩,有理由相信「武士復仇」,況且,有國家外匯投資公司陪葬,間唔中又醒一兩單大deal,即管看著瞧……

2 則留言:

Cory 說...

Schwarzman 似Darth Vader 多D bor

Wall Street 班大帝依家上演The return of the Jedi......

不過Blackstone 收購Hilton, 真係睇好酒店業? 其實會唔會係地皮多D 呢?

匿名 說...

warhammer gold warhammer money warhammer accounts tibia money tibia gold tibia item runescape accounts buy runescape accounts runescape money runescape gold runescape gp runescape power leveling runescape powerleveling cheap rs2 powerleveling runescape equipment buy rs equipment runescape runes cheap rs2 runes runescape logs cheap rs2 logs runescape items buy runescape items runescape quest point rs2 quest point cheap runescape questpoint runescape gold runescape items runescape power leveling runescape money runescape gold buy runescape gold buy runescape money runescape items runescape accounts runescape gp runescape accounts runescape money runescape power leveling runescape powerleveling tibia gold dofus kamas buy dofus kamas wow power leveling wow powerleveling runescape questpoint rs2 questpoint Warcraft PowerLeveling Warcraft Power Leveling World of Warcraft PowerLeveling World of Warcraft Power Leveling Hellgate money Hellgate gold buy runescape logs buy rs2 items cheap runescape items Hellgate London gold Guild Wars Gold buy Guild Wars Gold runescape items rs2 accounts cheap rs2 equipments lotro gold buy lotro gold buy runescape money buy runescape gold buy runescape runes lotro gold buy lotro gold runescape money runescape gold cheap rs2 powerleveling eve isk eve online isk buy runescape power leveling rs2 power leveling tibia gold tibia item runescape accounts Fiesta Silver Fiesta Gold Scions of Fate Gold Hellgate Palladium Hellgate London Palladium SOF Gold Age Of Conan Gold AOC Gold ArchLord gold tibia money tibia gold runescape accounts runescape gold cheap rs2 powerleveling buy ArchLord gold DDO Plat Dungeons and Dragons Online Plat