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

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Ambo i titoli sono da bottom fisher.:D Non sono bullish su nessuno dei due emittenti.

Non c'e' dubbio che le pagine gialle siano in calo, ma lo e' anche la telefonia. Poi Wind e' il terzo operatore di una economia in recessione. Se guardiamo gli snapshots di Wind, fatturato e margini calano, mentre il debito sale.
KPIs Finanziari - Dati finanziari e Bilanci - Windgroup

Francamento immagino difficile vedere Wind in liquidazione. Gli azionisti farebbero un ADC. Con una marginalita' del genere (EBITDA su ricavi di quasi il 40%!!!).
 
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I bond di Wind sono ampiamente sottovalutati e il loro rating e' sbagliato perche Wind e' core per Vimpelcom. Maggiori azionisti? Gli straricchi norvegesi

Inoltre caro Zorba hai ancora le CMA CGM? Nei giorni passati sono uscite ottime news sulla societa'...infatti stanno risalendo.
Ma porco, che dovevo rientrare...a quanto girano CAT ???
Sui siti tedeschi le CMA XS0618662562 le vedo poco sotto i 60...:wall:
 
prezzi

P. B. Aires 2017 82/85
Heidelberger 73/74,50
HTM 96/100
New Reclam 70/73 (da verificare)
ATU 57/59
Yioula 44/47,50
Petrol 61/70 (da verificare)
 
Windreich AG and Swiss Power Renewables Ltd cooperate
Purchase contract in the tens of millions of dollars over 16 MW wind farm signed
The Windreich Ltd today launched a partnership with the Swiss Energy Network Power Renewables Ltd and sold the largest wind farm in Bavaria for the Swiss. The wind farm "farm" was conceived by Windreich AG, funded in 2011/12 built and operated by the wind in the future kingdom. The wind farm is located in Upper Franconia, west of the A9 highway between Nuremberg and Chemnitz in the district court (Saale). There are eight wind turbines of Enercon E-82 with a rated capacity of 18.4 MW at a hub height of 138 meters is used to produce the annual electricity output of approximately 39 million kWh. The purchase agreement includes seven 2.3 MW wind turbines. This corresponds to an output of 16.1 MW and supplies 28,000 people with clean electricity. The sale of the remaining seven wind turbines brings to the Swiss Power Renewables Ltd Windreich AG to refer the project financing of a cash surplus of around € 14 million. The proceeds from the sale of onshore wind farms and electricity revenue from the wind, kingdom of their own wind turbines include investments in the offshore area and stable cash-flow benefits for the ongoing costs such as interest payments on the market segment Bondm on the Stuttgart Stock Exchange-listed bonds. For the Swiss Power Ltd, an independent company of the Swiss network of Swiss power utility companies, this is the first step to a successful cooperation with the German wind power pioneer Windreich AG. The first of the eight plants took over in May 2012, Daimler AG at the opening of the wind farm. The carmaker wants the net as much renewable electricity are available, as for the operation of all the smart fortwo electric drive is the latest generation is needed in Germany. With this unique model project, the company away from its core-business - an example is a clear sign that CO2-neutral mobility with electric cars is possible and does not need to promote awareness of the
 
[Reuters] Critical Praktiker investors have upper hand at AGM
[PRAG.DE] HAMBURG, July 4 (Reuters) - Struggling German DIY Praktiker PRAG.DE reported that 26.90 percent of its voting capital was present at its shareholder meeting on Wednesday,giving shareholders critical of the company's management the<br>upper
hand.<br>Fund manager Isabella de Krassny, representing major<br>shareholders aseltov and Semper Constantia at the meeting, said<br>she would be able to vote 16 percent of Praktiker shares.<br>The company is seeking shareholder permission to raise up to<br>60 million euros ($75.6 million) in a capital increase and<br>accept an 85 million euro loan from U.S. investor Anchorage. In<br>exchange, Anchorage would gain options for 15 percent of<br>Praktiker shares, a plan that Krassny has criticised.<br>($1 = 0.7933 euros)<br><br>(Reporting by Jan Schwartz;
 
con IW: tentato di vendere invano, ATU898 con limite 57. La controparte che esponeva questa quotazione non ha risposto! Altra controparte operativa a 55
 
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