Börsennotizbuch

Goldman Sachs ist die einzige große Investmentbank in den USA, die in dieser Woche Gewinnsteigerungen im dritten Quartal vermelden konnte. Und zwar nicht zu knapp:

The world’s largest securities firm said net income rose 79 percent in the third quarter to $2.85 billion, or $6.13 a share, from $1.59 billion, or $3.26, a year earlier. Goldman shares rose as earnings beat the $4.35-a-share average estimate of 18 analysts surveyed by Bloomberg, the seventh straight quarter that the New York-based company has surpassed expectations.

Bloomberg.com, Goldman Net Rises 79 Percent, Lifted by Mortgage Bets (Update2)

Im Artikel oben – die wichtigsten Details zu den Goldman-Sachs-Ergebnissen.

Bear Stearns hingegen meldet 61 Prozent Gewinnrückgang (Bear Stearns waren auch mit die ersten, die Hedge Fonds schließen mussten, also an der ganz vorderen Subprime-Front dabei):

The Bear Stearns Companies Inc. (NYSE:BSC) today reported earnings per share (diluted) of $1.16 for the third quarter ended August 31, 2007, down 62% from $3.02 per share for the third quarter of 2006. Net income for the third quarter of 2007 was $171.3 million, down 61% from $438 million for the third quarter of 2006. Net revenues were $1.3 billion for the third quarter, down 38% from $2.1 billion for the third quarter of 2006. The annualized return on common stockholders’ equity for the third quarter of 2007 was 5.3%, and 13.7% for the 12-month period ended August 31, 2007. Third quarter results include approximately $200 million in losses and expenses related to the BSAM High-Grade hedge funds.

Bear Stearn Press Release (Pressemitteilung)

Die übrigen beiden Morgan Staneley und Lehman Brothers liegen dazwischen — sie sind im dritten Quartal mit leichten Gewinnrückgängen bzw. sehr gemischten Ergebnissen, quasi mit einem blauen Auge, davongekommen. Ãœber Lehman habe ich bereits geschrieben. Morgan Staneley veröffentlicht Folgendes in der Pressemitteilung:

Morgan Stanley (NYSE: MS) today reported income from continuing operations for the third quarter ended August 31, 2007 of $1,474 million, a decrease of 7 percent from $1,588 million in the third quarter of 2006. Diluted earnings per share from continuing operations were $1.38 compared with $1.50 a year ago. Net revenues were $8.0 billion, 13 percent above last year’s third quarter. Non-interest expenses of $5.7 billion increased 18 percent from last year. The annualized return on average common equity from continuing operations was 17.2 percent in the current quarter compared with 23.3 percent in the third quarter of 2006.