海航给海量加把油! @开光喵老师 @一字团长 @特工老湿 @飞云江妖妖 @老毕也疯狂 @二毛好菜啊 领钱~查看全文
曹大勇2018-04-20 22:52
中国前几年搞了IT架构去IOE,美国人好像也不吭气,浪潮屁颠屁颠涨了不少。 $IBM Corp(IBM)$ $甲骨文(ORCL)$ $EMC Corp(EMC)$查看全文
坚信价值2016-10-30 14:14
我刚刚调整了雪球组合 $Klarman重仓股(ZH000864)$ 的仓位。根据2016年二季度13F披露进行调仓,调入$EMC Corp(EMC)$ AGN $花旗(C)$ OLN查看全文
石槌柔佛2016-09-09 07:17
$EMC Corp(EMC)$ 套利以$DELL TECHNOLOGIES COM USD0.01 CL V(DVMT)$ 昨晚收盘50.3,折扣32%来算,正股收益约2%,以一个星期来看,算是成功的
29 call内在价值有约0.58,相信1个星期前买的朋友,应该也是赚的
30的call,要DVMT涨到约54.5才开始有内在价值,
拿10月21日30c的话,bi...查看全文
XQLOX2016-09-07 21:53
$EMC Corp(EMC)$ 大家可以开始关注DVMT $DELL TECHNOLOGIES COM USD0.01 CL V(DVMT)$ 居然开始有成交了。查看全文
王伟CFA美股MCORLEO2016-09-01 08:11
9/7 Dell 收购EMC交易完成,新的tracking stock将在NYSE交易代码DVMT,假设DVMT按15%折扣,EMC对应股价73.3*0.111*0.85+24=30.9。目前 $EMC Corp(EMC)$ 价格28.99。至少还有1.9套利机会,6.55%。 十天不到。一切关键在于tracking stock以多少折扣跟踪vmw $VMware(VMW)$ 。今天在期权市场有5000手30...查看全文
石槌柔佛2016-08-31 22:54
DELL并购emc将在9月7日完成,$EMC Corp(EMC)$ 股东将得到
现金24.05+ 0.111股$VMware(VMW)$ 追踪股(Class V tracking stock 简称0.111)
现价emc 29元,VMW约74元,保守起见,以72计算
0.111*70 =~ 8.00
如果29元买入emc套利一星期,风险与预计收益可能有多少?
这个并购案24.05...查看全文
$EMC Corp. (MA)(EMC)$ 425 - Prospectuses and communications, business combinations Filed: 2016-05-18 AccNo: 0001193125-16-594374 Size: 14 KB 网页链接
$EMC Corp. (MA)(EMC)$ 8-K - Current report Filed: 2016-05-16 AccNo: 0000790070-16-000252 Size: 48 KBItem 5.07: Submission of Matters to a Vote of Security Holders 网页链接
$EMC Corp. (MA)(EMC)$ 8-K - Current report Filed: 2016-05-16 AccNo: 0000790070-16-000252 Size: 48 KBItem 5.07: Submission of Matters to a Vote of Security Holders 网页链接
$EMC Corp. (MA)(EMC)$ 425 - Prospectuses and communications, business combinations Filed: 2016-05-16 AccNo: 0001193125-16-591589 Size: 43 KB 网页链接
$EMC Corp. (MA)(EMC)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2016-05-12 AccNo: 0001193125-16-588608 Size: 65 KB 网页链接
$EMC Corp. (MA)(EMC)$ PRER14A - Preliminary Proxy Soliciting materials Filed: 2016-05-11 AccNo: 0001193125-16-586468 Size: 6 MB 网页链接
$EMC Corp. (MA)(EMC)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2016-05-10 AccNo: 0001193125-16-585817 Size: 22 KB 网页链接
$EMC Corp. (MA)(EMC)$ 425 - Prospectuses and communications, business combinations Filed: 2016-05-10 AccNo: 0001193125-16-585782 Size: 12 KB 网页链接
$EMC Corp. (MA)(EMC)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2016-05-10 AccNo: 0001193125-16-585817 Size: 22 KB 网页链接
$EMC Corp. (MA)(EMC)$ 425 - Prospectuses and communications, business combinations Filed: 2016-05-10 AccNo: 0001193125-16-585782 Size: 12 KB 网页链接