Titoli di Stato area Euro GRECIA Operativo titoli di stato - Cap. 1

[ciaociao]

comunque abbiamo accertato e verificato che anche gaudente sbaglia e tu lo hai ammesso con quel "ma certo". detto questo le fregature più o meno macroscopiche le dovresti giudicare quando vendi, considerando il prezzo di acquisto, l'interesse e il prezzo di vendita. ad oggi posso dire che il prezzo di acquisto è buono, la cedola pure, il prezzo di mercato è diminuito, ma il nominale, fino a prova contraria, è 100

ma nn sarebbero meglio dei btp

come fanno a rifinziarsi con i tassi di renumerazione che devono pagare..

nn è possible prima o dopo grecia irlanda e portogallo salteranno

chissa poi la spagna ...la fortuna dei btp e dei crediti italioti che poi rimane lo zoccolo duro ... sono le formichine italiche a sostenere la maggior parte dell ns debito

ma si sa che i tassi a doppia cifra attirano... ma fate attenzione che l'avidita' porta a brutti risvegli ...senza contare che il reward/ risk

rimane INACCETTABILE a fronte delle cedole mettete a riskio il vs capitale.. tanto vale puntare diretti sulle share meno riskiose ma molto piu' renumerative sotto l'aspetto principe dell investimento o speculazione che sia

risk /ren


buon week end a tutti un plauso a mr tommy x la costanza negli aggiornamenti

Soraya

nb torno a fare il lettore silente

 

[frmaoro]

scherza scherza con il fuoco prima o poi ti bruci ( default grecia = 1000 lehman brother)
banche giù almeno da qualche parte si guadagna

 

[giub]

la 40 a 42,17....sempre nuovi record al ribasso...fino ad un paio di mesi fa sembrava impossibile sotto i 55.....

 

[Nerone975]

ma certo ! Pero' le fregature macroscopiche le so vedere e me ne tengo alla larga. E la Grecia, sia ben chiaro, e' una fregatura macroscopica dalla quale chiunque con un po' di cervello dovrebbe tenersi alla larga

Tu hai in portafoglio piu titoli Greci di tutti gli utenti del forum messi insieme ...te possino Gaudè! quelli come te qua dalle mie parti li chiamano PARACULI

diceva la mia nonnina...a pensar male si fa peccato ma.....

 

[sethi]

Tu hai in portafoglio piu titoli Greci di tutti gli utenti del forum messi insieme ...te possino Gaudè! quelli come te qua dalle mie parti li chiamano PARACULI

diceva la mia nonnina...a pensar male si fa peccato ma.....

Ma no il buon Gaudente è un hedge che gioca al ribasso

 

[Gaudente]

detto questo le fregature più o meno macroscopiche le dovresti giudicare quando vendi

No, le fregature vanno individuate prima acquisendo e soppesando i dati disponibili.
Nel caso della Grecia questi dati davano all'inizio una forte probabilita' di default (dicembre 2009) della quale vi ho tempestivamente avvertito, in seguito la forte probabilita' e' diventata certezza.

 

[tommy271]

Let banks decide on their Greek exposure - BAWAG






VIENNA, June 10 | Fri Jun 10, 2011 11:14am EDT



VIENNA, June 10 (Reuters) - Austrian lender BAWAG P.S.K. [CCMLPB.UL] insisted on Friday that banks alone should decide what to do with their Greek sovereign debt holdings despite political pressure to join a rescue effort.
"Private creditors' participation (in an aid package for Greece) should not be a forced measure. The manner of this should be left to the banks themselves," the unit of Cerberus Capital Management LP [CBS.UL] told Reuters in response to a query.
BAWAG put its Greek exposure at 41 million euros ($59 million).
Its comments came as European paymaster Germany stuck to its guns in demanding that private investors contribute to a second bailout for Greece despite a European Central Bank warning against triggering market turmoil.

 

[tommy271]

German Lenders’ Greek Claims Fell 42% in a Year, Bundesbank Says

By Aaron Kirchfeld and Oliver Suess - Jun 10, 2011 5:09 PM GMT+0200 Fri Jun 10 15:09:54 GMT 2011

German lenders’ claims on the Greek public sector declined 42 percent in the 12 months through February if loans from the federal government’s KfW Group development bank are excluded, according to Bundesbank data.
The claims, such as bond holdings and loans, fell to 9.65 billion euros ($13.9 billion) from 16.6 billion euros, the data show. The latest figure didn’t include 8.4 billion euros in loans provided by KfW to Greece as part of Germany’s contribution to the European Union’s rescue package.
German financial companies such as Deutsche Bank AG (DBK), Allianz SE (ALV) and Commerzbank AG (CBK) in May 2010 reached a voluntary agreement to provide 8.1 billion euros in financing to Greece to support the debt-stricken nation. Last year’s commitment came after the EU and the International Monetary Fund agreed on a 110 billion-euro rescue package for Greece, which has failed to prevent contagion from the debt crisis.
“We are strictly adhering to the agreement,” Ronald Weichert, a spokesman for Deutsche Bank in Frankfurt, said today. Including Deutsche Postbank AG (DPB), Germany’s largest lender had net sovereign risks related to Greece of 1.6 billion euros at the end of last year, the bank said in March. No comparative figure from last year is available, Weichert said.
German and EU leaders are pushing for private investors to share the burden of financing a second rescue package for Greece, which remains shut out of capital markets. European Central Bank President Jean-Claude Trichet yesterday reiterated his opposition to any solution forcing private-sector participation, saying it amounts to a “credit event” and would be an “enormous mistake.”



Insurers’ Holdings

Commerzbank, Germany’s second-largest bank, had Greek sovereign-debt exposure of 2.9 billion euros at the end of March, compared with 2.8 billion euros at the end of June, it said in quarterly reports.
German insurance companies such as Allianz, Munich Re and Talanx AG reduced their holdings of Greek government debt in March by 52 percent to 2.79 billion euros from a year earlier, according to an internal government document obtained by Bloomberg News yesterday.



(Bloomberg)

 

[tommy271]

Athens denies 'Independent' report alleging secret Libya deal


(ANA-MPA) -- The Greek foreign ministry on Friday denied a press report published in the UK-based newspaper "Independent", claiming that Greece was in secret talks with the Gaddafi regime in Libya.

A foreign ministry announcement stressed that there was no truth to the report and noted that a meeting of the Libya Contact Group in Abu Dhabi on Thursday had made significant progress in terms of an ongoing discussion about using the Libyan regime's frozen assets to provide humanitarian aid, in accordance with the decisions of the UN Security Council.

It also repeated that Greece, along with its partners and allies, was actively participating in efforts to find a political solution to the Libyan crisis and had already declared its willingness to undertake initiatives to this end, including the provision of humanitarian aid to the Libyan people.

(ANA-MPA)

 

[tommy271]

TEXT: ECB Constancio Clarifies Earlier Greece Statement



FRANKFURT (MNI) - Following is the text of the statement issued Friday by European Central Bank Vice President Vitor Constancio to clarify remarks he made earlier in the day at the ECB Watchers' Conference:
"The ECB's Vice-President Vitor Constancio replaces his earlier statement of today regarding possible private sector involvement in the Greek adjustment programme with the following:
"President Trichet made clear that the ECB's Governing Council excludes all concepts that are not purely voluntary or have any element of compulsion, that entail any credit event or that entail any default or selective default."
"Mr. Constancio also recalls that President Trichet stated: 'Whatever happens, it is not the ECB's decision but the responsibility of the governments. The ECB will apply its rules and framework as regards the soundness of counterparties for monetary policy operations and the quality of the collateral accepted in such operations.'"