Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 1

[zoro-aster]

Mi sono stancato di vederla sempre lì ,ne ho ancora 30k

è vero, non si muove più, ne ho poco più di te per ora tengo e speriamo

 

[whitesoul9]

speriamo non cali ancora di prezzo ...
quando Oblis le mette come obbligazioni del giorno
non so se portano sfiga loro, comunque perdono sempre qualche figura
in 3 settimane....
e avendole in PF mi dispiacerebbe ...

Come volevasi dimostrare, è bastato un giorno!
Meno 5% per scandalo tangenti in Messico!

 

[angy2008]

c'è un'offerta di acquisto su telecom in $ 2018 e 2019 all'incirca ai prezzi di mercato, un pò di più ma c'è da calcolare bene il discorso fiscale.
Idem anche sulle €

 

[gennaro pinto]

CMA Bonds

UPDATE: CMA CGM bonds slump after scathing shipping report - IFR

08-Jul-2015 09:35:26



LONDON, July 8 (IFR) - CMA CGM's bonds fell more than two points in the
secondary market after shipping consultancy Drewry warned that the container
shipping industry "will be lucky to break even in 2015".

    Drewry's report published on Tuesday warned that the industry faced "a
toxic mixture of overcapacity, weak demand and aggressive commercial pricing,"
while scrapping an earlier forecast of up to USD8bn collective profits in 2015.

    The French company's 2021 bonds that were bid at a healthy 100.60 ahead
of the report's publication have since tanked to just 98.20, according to
Tradeweb prices.

    One investor saw the bonds quoted even lower at 97.5 on Wednesday
morning, speculating that the bonds could trade down even further to the low
90s.

    "I think it could get ugly," he said. "Who's going to be the marginal
buyer of these bonds now? Everybody owns some already."

    Drewry warned that some lines would be back in the red by the end of
2015.

    "The only way to address this is for carriers to take much more radical
action to address overcapacity which is now plaguing virtually all major trade
routes," the report said.   

    The harsh forecast comes just one month after shipping firm CMA CGM
raised EUR725m of high-yield bonds on the back of a ratings upgrade and
improving sentiment around the industry.

    The French company raised a EUR550m 7.75% 2021 bond at 98.871 to yield 8%
on June 3 before tapping the bond for an additional EUR175m at 99.5 to yield
7.858% just seven days later.

    CMA CGM bondholders are no strangers to volatile price action. The
company priced dollar and euro high-yield bonds at par in April 2011, but by
August that year the bonds were bid at just 57, after CMA was hit by a perfect
storm of liquidity fears, an antitrust probe, concerns about possible US
sanctions and a weak operating background across the industry.

    During the height of these concerns, in June 2011, the company sent a
letter to its bondholders in relation to an arms row, after one of its ships
bound for Iran was found carrying weapons instead of lentils.

[email protected]

nIFR4HxKhn

(C) Thomson Reuters 2015. All rights reserved.The Thomson Reuters content received through this service is the intellectual property of Thomson Reuters or its third party suppliers. Republication or redistribution of content provided by Thomson Reuters is expressly prohibited without the prior written consent of Thomson Reuters, except where permitted by the terms of the relevant Thomson Reuters service agreement. Neither Thomson Reuters nor its third party suppliers shall be liable for any errors, omissions or delays in content, or for any actions taken in reliance thereon. Thomson Reuters and its logo are registered trademarks or trademarks of the Thomson Reuters group of companies around the world.

 

[whitesoul9]

UPDATE: CMA CGM bonds slump after scathing shipping report - IFR

08-Jul-2015 09:35:26



LONDON, July 8 (IFR) - CMA CGM's bonds fell more than two points in the
secondary market after shipping consultancy Drewry warned that the container
shipping industry "will be lucky to break even in 2015".

    Drewry's report published on Tuesday warned that the industry faced "a
toxic mixture of overcapacity, weak demand and aggressive commercial pricing,"
while scrapping an earlier forecast of up to USD8bn collective profits in 2015.

    The French company's 2021 bonds that were bid at a healthy 100.60 ahead
of the report's publication have since tanked to just 98.20, according to
Tradeweb prices.

    One investor saw the bonds quoted even lower at 97.5 on Wednesday
morning, speculating that the bonds could trade down even further to the low
90s.

    "I think it could get ugly," he said. "Who's going to be the marginal
buyer of these bonds now? Everybody owns some already."

    Drewry warned that some lines would be back in the red by the end of
2015.

    "The only way to address this is for carriers to take much more radical
action to address overcapacity which is now plaguing virtually all major trade
routes," the report said.   

    The harsh forecast comes just one month after shipping firm CMA CGM
raised EUR725m of high-yield bonds on the back of a ratings upgrade and
improving sentiment around the industry.

    The French company raised a EUR550m 7.75% 2021 bond at 98.871 to yield 8%
on June 3 before tapping the bond for an additional EUR175m at 99.5 to yield
7.858% just seven days later.

    CMA CGM bondholders are no strangers to volatile price action. The
company priced dollar and euro high-yield bonds at par in April 2011, but by
August that year the bonds were bid at just 57, after CMA was hit by a perfect
storm of liquidity fears, an antitrust probe, concerns about possible US
sanctions and a weak operating background across the industry.

    During the height of these concerns, in June 2011, the company sent a
letter to its bondholders in relation to an arms row, after one of its ships
bound for Iran was found carrying weapons instead of lentils.

[email protected]

nIFR4HxKhn

(C) Thomson Reuters 2015. All rights reserved.The Thomson Reuters content received through this service is the intellectual property of Thomson Reuters or its third party suppliers. Republication or redistribution of content provided by Thomson Reuters is expressly prohibited without the prior written consent of Thomson Reuters, except where permitted by the terms of the relevant Thomson Reuters service agreement. Neither Thomson Reuters nor its third party suppliers shall be liable for any errors, omissions or delays in content, or for any actions taken in reliance thereon. Thomson Reuters and its logo are registered trademarks or trademarks of the Thomson Reuters group of companies around the world.

Proprio con valuta oggi ha rimborsato il bond 2019

 

[CEDOLONE]

Come volevasi dimostrare, è bastato un giorno!
Meno 5% per scandalo tangenti in Messico!

infatti l'ho notato proprio ieri magari hanno notizie prima di noi ....

 

[CEDOLONE]

peccato non poter andare short sulle obbligazioni singole
se no su questa ci andrei di sicuro....visto che e'
l'obbligazione del giorno OBLIS

L?obligation du jour : Boparan (4,375% - 2021) | OBLIS


in generale il mio PF bonds oggi e' 100% in rosso...
ho forse un paio di titoli in verde ....
a Gennaio era l'esatto contrario ...tempi duri ...

ho tentato un po' di Intraday sul Mib ma solo botte...
totalmente illogico l'andamento intraday ...

 

[NoWay]

peccato non poter andare short sulle obbligazioni singole
se no su questa ci andrei di sicuro....visto che e'
l'obbligazione del giorno OBLIS

L?obligation du jour : Boparan (4,375% - 2021) | OBLIS


in generale il mio PF bonds oggi e' 100% in rosso...
ho forse un paio di titoli in verde ....
a Gennaio era l'esatto contrario ...tempi duri ...

ho tentato un po' di Intraday sul Mib ma solo botte...
totalmente illogico l'andamento intraday ...

Avevo visto anch'io l'obbligazione dei polli arrosto...

 

[Fabrib]

Peabody says Wyoming mines eligible for self-bonding - Peabody Energy Corporation (NYSETU) | Seeking Alpha

 

[gukko]

Peabody says Wyoming mines eligible for self-bonding - Peabody Energy Corporation (NYSETU) | Seeking Alpha

Probabilmente sono pazzo ma Peabody la prenderei...2020 o 2026?