0.00Open0.42Pre Close0 Volume4 Open Interest87.50Strike Price0.00Turnover38.45%IV12.07%PremiumDec 20, 2024Expiry Date0.00Intrinsic Value100Multiplier23DDays to Expiry0.42Extrinsic Value100Contract SizeAmericanOptions Type-0.0910Delta0.0172Gamma235.79Leverage Ratio-0.0327Theta-0.0053Rho-21.45Eff Leverage0.0406Vega
AerCap Holdings Stock Discussion
Gap Ups
1. $Caseys General Stores (CASY.US)$ - up 4.9%
2. $Neurocrine Biosciences (NBIX.US)$ - up 3.4%
3. $Grifols (GRFS.US)$ - up 2.4%
4. $Stellantis NV (STLA.US)$ - up 1.1%
5. $Takeda Pharmaceutical (TAK.US)$ - up 1.1%
6. $Novartis AG (NVS.US)$ - up 0.8%
7. $Vodafone (VOD.US)$ - up 0.7%
8. $Zions Bancorp (ZION.US)$ - up 0.6...
Of course, Soros’ legendary reputation does not rest solely on that headline-grabbing act, and the billionaire investor has ...
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$FactSet Research Systems (FDS.US)$ Receive...
We will also be looking for companies to talk about their plans to rein in costs. We are well aware salaries ...
• $MillerKnoll (MLKN.US)$ +12.4%, $BioNTech (BNTX.US)$ +7.4%, $Lululemon Athletica (LULU.US)$ +6.5% (also authorizes $1 bln stock repurchase program)
• $Adagio Therapeutics (ADGI.US)$ +52.47% (announces ADG20 (adintrevimab) is the first monoclonal antibody to meet primary endpoints with statistical significance across pre- and post-exposure prophylaxis and treatment for COVID-19 and plans to seek US emergency use authorization)
...
"We are sharpening the pencils," one executive at a large, global alternative asset manager tells FT, who sees everything other than healthcare potentially selling off for a better price in the private marketplace than when it goes public.
GE's energy unit could be sold piecemeal, with RBC analyst Deane Dray telling FT that "any business in the power portfolio is considered non-core. Those would be perfect candidates for private equity."
The unit carries low margins and is forecast by analysts at CreditSights to generate just $1.3B in combined operating cash flow this year across a "hodgepodge of detached businesses."
Other areas of opportunity for alternative asset management giants such as $Apollo Global Management (APO.US)$. $Blackstone (BX.US)$ , $Brookfield Asset Management (BAM.US)$, $The Carlyle Group (CG.US)$ and KKR are said to include GE's 45% stake in $AerCap Holdings (AER.US)$ and the troubled long-term care insurance business.
"This is epochal," a P-E partner tells FT, calling GE's break-up the "death knell" of the conglomerate business strategy.
Dray's sum-of-the-parts model points to an implied valuation of ~$130/share.
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