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

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Buone

A me sembrano molto buone, tanto piu´ ora che si fondono con 3 (a memoria di proprieta´ del colosso hutchinson whampoa).
stavo guardando WIND 7% vicina alla parità. ne ho già un lotto, ma considerando la fusione con TRE, anche i bond dovrebbero risentirne positivamente. cosa ne pensate? ogni parere is very much apreciated grazie
 
Diamond Offshore, Transocean among drillers with top exposure to Petrobras
With Transocean (NYSE:RIG) now caught up in the Petrobras (NYSE:PBR) corruption investigation, Credit Suisse examines the offshore drillers with exposure to the Brazilian company and finds Diamond Offshore (NYSE:DO) and Seadrill (NYSE:SDRL), among others.Since 2007, PBR has contracted ~100 rigs from 21 operators for drilling services for a total backlog of $48B; the company's top five drilling contractors over the period were Brazil's Odebrecht and DO with 15% market share, followed by RIG (13%), Brazil's QGOG (12%) and SDRL (11%); other drillers taking backlog include Ensco (ESV, 9%), Noble (NE, 8%), Ocean Rig UDW (ORIG, 6%) and Vantage Drilling (VTG, 3%).PBR is reducing its drilling fleet as part of a wider effort to cut spending, and so far this month has canceled at least two rig contracts and five platform supply vessel contracts.Earlier: Transocean denies wrongdoing in Petrobras case, shares -3.3%

tra rig e petrobras sono botte da orbi nel mio ptf, avevo pure sovrappesato...
 
azioni Glencore -15%, i bond non sono ancora degni di questa sezione, ma ne riparliamo tra qualche settimana :mumble:
Glencore to sell Brazilian nickel project
In line with its just-announced plan to sell assets and pay down debt, Glencore (OTCPK:GLCNF, OTCPK:GLNCY) agrees to unload its Araguaia nickel project on Brazil for $8M to Horizonte Minerals.Horizonte is already developing a nickel project in that area of the country, and this purchase will allow it to combine Glencore's operations with its own.Glencore is down by 14.6% in London action to a new all-time low after more weak economic data out of China.Previously: Glencore leads European gains on plans to cut debt (Sept. 7)
| 4:44 AM
 
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