Lunes 27/09/10 Semana del GDP, ventas de autos, PMI, ISM.

[admin]

Google, Apple, Intel, Adobe, Intuit y Pixar alcanzaron un acuerdo con el Departamento de Justicia de Estados Unidos, que las acusaba de coludir para no contratar empleados entre ellas y, de esta manera, mantener bajos los salarios. Las empresas se comprometieron a no realizar este tipo de acuerdos, pero no tendrán que pagar una multa ni reconocer haber violado la ley.
Cerberus, empresa estadounidense de capital privado, planea resucitar Chrysler Financial, la firma financiera de la automotriz Chrysler que fue desmantelada por el gobierno estadounidense. Cerberus controla Chrysler Financial y pretende transformarla en un proveedor de crédito para la mediana empresa, dicen fuentes cercanas.
Citigroup fue demandado por el banco central de Noruega que lo acusó de haber provisto información incorrecta sobre su situación financiera y que, supuestamente, llevó al organismo a invertir en el banco estadounidense. Norges Bank sostiene que sus inversiones en Citigroup le han ocasionado pérdidas cercanas a los US$835 millones. La cifra incluye tanto acciones como deuda.
Santander, de España, y el estadounidense M&T Bank llegaron a un nuevo punto muerto en sus negociaciones, señalaron fuentes cercanas. El banco español estaría vendiendo Sovereign Bank a M&T, pero aún no hay acuerdo sobre quién controlará la institución después de la fusión, indicaron las fuentes. El plan inicial sería que M&T comprara Sovereign y que Santander adquiriera una participación en M&T, lo que le daría una mayor presencia en EE.UU.
Michael Geoghgan, que el viernes anunció que dejará la presidencia ejecutiva del banco británico HSBC el próximo año, podría salir con una indemnización del orden de los US$32 millones.
Los acreedores del grupo coreano Hyundai Engineering & Construction iniciaron el viernes la venta de su participación de 34,88% en la compañía, una operación que les permitiría recaudar cerca de US$3.000 millones. Dos grupos de ex-empresas hermanas de Hyundai Engineering ya manifestaron su interés en conseguir el control de la constructora.
Lukoil, petrolera rusa, informó haber recomprado 5% de sus acciones que pertenecían a la estadounidense ConocoPhillips.
BM&FBovespa tiene ahora el segundo mayor valor entre las bolsas financieras del mundo, con una capitalización de US$17.800 millones, sólo por detrás de su par de Hong Kong, informó el presidente ejecutivo, Edemir Pinto. El nuevo sitial de la bolsa de São Paulo se debe en gran parte a la oferta de acciones de US$67.000 millones que realizó la semana pasada la petrolera estatal brasileña Petrobras.
Una corte de Chile aprobó un pedido del gobierno para congelar US$9,7 millones en activos de la mina San Esteban para costear el rescate de sus 33 mineros atrapados desde el mes pasado. La orden judicial también incluye el congelamiento de los derechos a la mina de oro y cobre San José así como la confiscación de maquinaria, equipo y vehículos de la empresa.
PDVSA podría comprar los activos del gigante petrolero británico BP en Venezuela, reveló el presidente de la petrolera estatal y ministro de Petróleo venezolano, Rafael Ramírez. BP, que acaba de recibir autorización del gobierno de Venezuela para vender sus operaciones allí, tiene participaciones minoritarias en dos empresas conjuntas con PDVSA cuyo valor total se estima en hasta US$1.000 millones.
Pemex anunció que su producción de crudo entre enero y agosto fue de 2,59 millones de barriles diarios en promedio, lo que acerca a la petrolera estatal mexicana a su meta de igualar o superar los 2,6 millones de barriles de petróleo al día que generó en promedio el año pasado.

[admin]

Buenas noticias de AIG, finalmente busca su independencia.

El Tesoro dice que esta listo para la estrategia de salida de AIG, prepara plan de pago.

El gobierno se deshace de la deuda de AIG. AIG vendera bonos por primera vez en casi dos anios para pagar los $183.2 billones que le debe al gobienro. Tambien emitira acciones.

Treasury Said to Prepare AIG Exit, Repayment Plan
By Hugh Son and James Sterngold - Sep 27, 2010 12:36 AM ET

The government is seeking to dispose of its AIG stake as Chief Executive Officer Robert Benmosche, seen here, prepares divestitures of two non-U.S. divisions that he said would largely repay the firm’s Federal Reserve credit line. Photographer: Andrew Harrer/Bloomberg


Play VideoAug. 19 (Bloomberg) -- American International Group Inc., the insurer majority-owned by the U.S. government, may sell bonds for the first time since it was rescued almost two years ago to help repay a $182.3 billion bailout. AIG may also issue stock, it said in an Aug. 9 filing to the Securities and Exchange Commission. Bloomberg's Sheila Dharmarajan reports. (Source: Bloomberg)
The U.S. Treasury Department may announce plans as early as this week to return American International Group Inc. to independence and recoup taxpayer money from the insurer’s bailout, according to three people with knowledge of the talks.

The biggest part of that strategy is for Treasury to begin converting its $49 billion preferred stake into common stock for sales by the first half of next year, said the people, who declined to be identified because the negotiations are private. The timing of an announcement depends on the pace of talks between regulators and the New York-based insurer, and discussions may extend beyond this week, the people said.

The government is seeking to dispose of its AIG stake as Chief Executive Officer Robert Benmosche, 66, prepares divestitures of two non-U.S. divisions that he said would largely repay the firm’s Federal Reserve credit line. MetLife Inc. said this month its purchase of American Life Insurance Co., for about $15.5 billion, is “on track” to be completed on Nov. 1. AIG may hold an initial public offering of another business, AIA Group Ltd., in October.

The insurer’s objective is to “repay the taxpayers and position AIG, over time, as a strong, independent company worthy of investor confidence,” said Mark Herr, a spokesman for the firm. “We have been in discussions with the U.S. Treasury, the Federal Reserve Bank of New York and trustees of the AIG Trust over the terms of the government’s exit from AIG.”

AIA IPO

AIG would be required to hold at least a 30 percent stake in AIA for the first year after the Asian unit’s listing, according to a preliminary IPO document sent to fund managers today. AIA shares are slated to start trading on the Hong Kong stock exchange on Oct. 29.

Hong Kong-based AIA will probably boost pretax operating profit to at least $2 billion for the fiscal year ending Nov. 30, AIG disclosed Sept. 25 after providing the forecast to certain analysts.

AIG and its government overseers are set to discuss terms of the exit strategy by Sept. 29 and may issue a statement after that meeting, said one of the people. Mark Paustenbach, a Treasury spokesman, and Jack Gutt of the New York Fed declined to comment.

Last to Repay

AIG, once the world’s largest insurer, was first rescued in September 2008 by the Federal Reserve. After three revisions, the firm’s $182.3 billion lifeline includes a Fed credit facility, a Treasury investment of as much as $69.8 billion and up to $52.5 billion to buy mortgage-linked assets owned or backed by AIG.

The company, which in addition to the Treasury’s preferred stake owes about $20 billion on the Fed credit line, is the only insurer yet to repay its Troubled Asset Relief Program rescue funds. Hartford Financial Services Group Inc. and Lincoln National Corp. repaid their bailouts, and this month Treasury raised more than $900 million selling warrants in the companies.

Treasury Secretary Timothy F. Geithner said last week that the U.S. would “largely get the taxpayers’ money back” from TARP. Estimates for losses on the $700 billion program are shrinking, Geithner said, citing a Congressional Budget Office estimate that TARP would cost $66 billion, compared with $105 billion in an earlier Treasury report.

‘Significant Dilution’

AIA isn’t selling new shares in the Hong Kong IPO. The entire proceeds from the share sale will go to AIA Aurora LLC, an AIG special purpose vehicle, to pay down preference units with a liquidation value of $16 billion owned by the Federal Reserve Bank of New York, said another preliminary IPO document sent to fund managers and seen by Bloomberg today.

AIG has climbed about 22 percent in New York Stock Exchange trading this year through Sept. 24. It slipped 4.5 percent last year and plunged 97 percent in 2008, the year writedowns tied to soured housing-market bets forced the insurer to take a rescue.

The firm’s plan to gain independence “could result in the issuance of a large number of additional shares of AIG common stock,” the company said in the Aug. 6 filing. The new securities “could result in significant dilution to AIG’s current shareholders,” the firm said.

The government’s exit from AIG could be modeled after that of New York-based Citigroup Inc., in which the government sold shares through a set trading program, Benmosche has said. Citigroup is still 18 percent owned by Treasury.

AIG’s trustees, a three-person panel, wield the government’s almost 80 percent stake in the insurer and control votes on asset sales, mergers and the selection of top executives.

Treasury added two members to AIG’s board of directors this year under an agreement that allowed for the appointments if the company skipped dividend payments on the government’s preferred shares for four straight quarters.

--Cathy Chan and Darren Boey in Hong Kong. Editors: David Scheer,

[admin]

+19

[admin]

AIG +1.18%

RIG +1.40%

FAS +0.50%

[admin]

Mejoran la recomendacion de Fedex.

+9

[admin]

-7.95

[admin]

No hay indicadores economicos hoy dia, los futures estaban al alza impulsados por las adquisiciones de las empresas hoy dia.

-14.08

[admin]

FAS -0.59%

BVN +0.48%

SCCO -0.09%

AAPL +0.26%

RIG +1.81%

[admin]

-20.55

[admin]

Mejoran los rating de HAL

Oil up 76.91

[admin]

Yields down 2.55%

Oil up 76.85

Euro down 1.3472

-19.83

[admin]

VIX up 22.66

-24.37

[admin]

Dia flojo sin mayores novedades

-20.44

VIX up 22.71

Oil down 75.97

[admin]

DUbai logra un acuerdo con sus acreedores.

-14.54

[admin]

El indice del dolar al alza a 79.47 o 0.10%