Portafogli e Strategie (investimento) Il cassetto degli obbligazionisti perpetui
- Creatore Discussione Zorba
- Data di Inizio
Onoff
Forumer attivo
Zorba
Bos 4 Mod
Ciao Bos, detta sinceramente, con Intesa a 2 euro
, forse su AIB tornerei in seconda battuta... Intesa era a 2,90 il 14 aprile 2010 e a fine mese stacca 0,08 di dividendo. Poi vale sempre il discorso per cui la speculazione può portare giù tutto ancora di più...
maxinblack
Forumer storico
Ciao Bos, detta sinceramente, con Intesa a 2 euro
Io guarderei i grafici storici per vedere dove possono arrivare.
discipline
Guest
Ciao Bos, detta sinceramente, con Intesa a 2 euro
Mi pare di ricordare che intesa l'anno scorso sfiorò la barriera dell'1,3, nei giorni in cui unicredit era sugli 0,7.
Il punto è che, volendo escludere che arrivi a valere zero, a colpi di -5% la discesa di un titolo azionario è praticamente illimitata... e su nessun prospetto (ammettendo che questo abbia un valore) sono definite condizioni per cui un giorno dovrebbe tornare a valere di più. Come avrete intuito, sono fortemente allergico all'azionario. Almeno fino a quando intesa non sia vicina all'1...
bosmeld
Forumer storico
Ciao Bos, detta sinceramente, con Intesa a 2 euro
effettivamente con i prezzi che ci sono adessi sull'azionario ita, non c'è bisogno di andare a pescare tanto lontano....
avessi un po di soldini liquidi ne prenderei a vagonate di intesa.
Zorba
Bos 4 Mod
A maggio dell'anno scorso, l'azione di Intesa era a 2,60 e i suoi perpetuals erano a 60. Adesso l'azione è a 2 (-20%) ed i P sono a 90 (+50%).
Con questo non voglio dire di comprare o vendere Intesa, ma solo fare una considerazione molto terra-terra: mi sembra che o è sbagliato il prezzo dell'azione o è sbagliato quello dei suoi P.
maxinblack
Forumer storico
Ho trovato dai crucchi questa lista delle varie banche europee impelagate in grecia e altri PIIGS
Potrebbe essere utile per sp[iegare certi scivoloni tipo ING
DJ investment banks and insurers in weak EU countries
FRANKFURT (Dow Jones) - The level of investment by banks and insurers in the economically weak EU are becoming increasingly visible. Following the downgrading of Spain and Portugal by the rating agency Standard & Poor's (S & P) increased in the markets not only worried about Greece. Here is a listing of the commitment of individual banks and insurers in critical markets:
GERMANY:
* German bank: Very limited in Greece, no comment about the other countries
* German Postbank: Greece 1.3 billion EUR, Portugal EUR 50 million, Spain 1.2 billion EUR, EUR 350 million, Ireland, Italy, EUR 4.7 billion
* Commerzbank: Greece 3.1 billion, total EUR 26.5 billion EUR in Greece, Ireland, Italy, Portugal and Spain
* Munich Re: 2.1 billion EUR Greece, Portugal EUR 800 million, Spain EUR 2.1 billion, Italy 5.1 billion EUR
* Alliance: Greece EUR 900m, EUR 500m Portugal, Spain EUR 1.8 billion, Italy 7.6 billion EUR
* Hypo Real Estate: Greece EUR 7.9 billion, 1.7 billion EUR Portugal, Spain EUR 2.7 billion, Italy EUR 26.5 billion
FRANCE:
* Credit Agricole: Greek Government Bonds 850 million EUR. Holds a minority stake in Banco Espirito Santo (Portugal) and Bankinter (Spain).
* Societe Generale: Greek Government Bonds EUR 3 billion (as of end April), a total of 13 billion EUR in Italy, Ireland, Portugal, Greece and Spain. SocGen holds a majority share in the Greek banking Geniki. * BNP Paribas: Greek government bonds around EUR 5 billion. Involvement in Greek companies around EUR 3 billion, mainly in the shipping and secured by assets.
* AXA: the end of March, 5.2 billion EUR in Italian government bonds, 3.8 billion EUR of Spanish government bonds, 800 million EUR of Portuguese government bonds, 500 million EUR in Greek government bonds and EUR 400m in Irish government bonds.
* CNP Assurances: After adjustment of taxes and the share of policyholder: Greece 113 million to EUR 154 million EUR Portugal, Spain EUR 241 million, EUR 103 million, Ireland, Italy EUR 438 million
United Kingdom:
* Lloyds Banking Group: Greece, Portugal irrelevant
* Royal Bank of Scotland Group: Credit Exposure Greece under 1 billion pounds, Portugal 1.4 billion GBP
* Barclays (BCS): Greek state 200 million GBP. Low Exposure in banking. Overall, low exposure to Spain and Portugal.
* Standard Chartered: No investment
HSBC *: No comment
* Aviva: Greece GBP 500 million (as at end March), Greece, Portugal, Spain government bonds in the amount of GBP 1.2 billion (end December)
* Prudential: Greece, Portugal, Ireland is not an investment. Spain 1 million GBP
* Standard Life: Minimal
SWITZERLAND:
* Credit Suisse: Insignificant
* UBS: Spain somewhat, Greece and Portugal irrelevant
* Swiss Reinsurance: State Bonds CHF 482 million in Greece, Portugal 50 million CHF, Spain CHF 127 million (end 2009)
* Swiss Life: Greece's commitment to about 250 million, CHF 335 million CHF decreased in February. Portugal 170 million CHF.
ITALY:
* Assicurazioni Generali SpA: 749 million EUR Greece, Portugal EUR 600 million, adjusted by taxes and the share of policyholders
* Intesa Sanpaolo: Greek government bonds with EUR 1 billion
* UniCredit: Insignificant
BELGIUM:
* KBC: government bonds in Greece 1.2 billion EUR, Portugal EUR 600 million, Spain EUR 2.4 billion
* Fortis Holding: government bonds in Greece EUR 3.152 billion, 2.25 billion EUR Portugal, Spain, EUR 1.78 billion
* Dexia: No comment
NETHERLANDS:
* ING Groep: Greece 3 billion to EUR 1.9 billion EUR Portugal, Spain 3 billion EUR, Italy EUR 7.9 billion
Aegon *: EUR 92 million, Greece, Portugal EUR 58 million, Spain 1.78 billion EUR, EUR 138 million, Ireland, Italy EUR 143 million
* SNS Reaal: Greece 266 million to EUR 798 million EUR Spain, Italy EUR 1.46 billion
===
DJG / DJN / has / maw / kla
Visit our website Dow Jones Deutschland
(END) Dow Jones Newswires
May 06, 2010 08:23 ET (12:23 GMT)
Copyright © 2010 Dow Jones & Company, Inc.
Source: Dow Jones 05/06/2010 14:23
Potrebbe essere utile per sp[iegare certi scivoloni tipo ING
DJ investment banks and insurers in weak EU countries
FRANKFURT (Dow Jones) - The level of investment by banks and insurers in the economically weak EU are becoming increasingly visible. Following the downgrading of Spain and Portugal by the rating agency Standard & Poor's (S & P) increased in the markets not only worried about Greece. Here is a listing of the commitment of individual banks and insurers in critical markets:
GERMANY:
* German bank: Very limited in Greece, no comment about the other countries
* German Postbank: Greece 1.3 billion EUR, Portugal EUR 50 million, Spain 1.2 billion EUR, EUR 350 million, Ireland, Italy, EUR 4.7 billion
* Commerzbank: Greece 3.1 billion, total EUR 26.5 billion EUR in Greece, Ireland, Italy, Portugal and Spain
* Munich Re: 2.1 billion EUR Greece, Portugal EUR 800 million, Spain EUR 2.1 billion, Italy 5.1 billion EUR
* Alliance: Greece EUR 900m, EUR 500m Portugal, Spain EUR 1.8 billion, Italy 7.6 billion EUR
* Hypo Real Estate: Greece EUR 7.9 billion, 1.7 billion EUR Portugal, Spain EUR 2.7 billion, Italy EUR 26.5 billion
FRANCE:
* Credit Agricole: Greek Government Bonds 850 million EUR. Holds a minority stake in Banco Espirito Santo (Portugal) and Bankinter (Spain).
* Societe Generale: Greek Government Bonds EUR 3 billion (as of end April), a total of 13 billion EUR in Italy, Ireland, Portugal, Greece and Spain. SocGen holds a majority share in the Greek banking Geniki. * BNP Paribas: Greek government bonds around EUR 5 billion. Involvement in Greek companies around EUR 3 billion, mainly in the shipping and secured by assets.
* AXA: the end of March, 5.2 billion EUR in Italian government bonds, 3.8 billion EUR of Spanish government bonds, 800 million EUR of Portuguese government bonds, 500 million EUR in Greek government bonds and EUR 400m in Irish government bonds.
* CNP Assurances: After adjustment of taxes and the share of policyholder: Greece 113 million to EUR 154 million EUR Portugal, Spain EUR 241 million, EUR 103 million, Ireland, Italy EUR 438 million
United Kingdom:
* Lloyds Banking Group: Greece, Portugal irrelevant
* Royal Bank of Scotland Group: Credit Exposure Greece under 1 billion pounds, Portugal 1.4 billion GBP
* Barclays (BCS): Greek state 200 million GBP. Low Exposure in banking. Overall, low exposure to Spain and Portugal.
* Standard Chartered: No investment
HSBC *: No comment
* Aviva: Greece GBP 500 million (as at end March), Greece, Portugal, Spain government bonds in the amount of GBP 1.2 billion (end December)
* Prudential: Greece, Portugal, Ireland is not an investment. Spain 1 million GBP
* Standard Life: Minimal
SWITZERLAND:
* Credit Suisse: Insignificant
* UBS: Spain somewhat, Greece and Portugal irrelevant
* Swiss Reinsurance: State Bonds CHF 482 million in Greece, Portugal 50 million CHF, Spain CHF 127 million (end 2009)
* Swiss Life: Greece's commitment to about 250 million, CHF 335 million CHF decreased in February. Portugal 170 million CHF.
ITALY:
* Assicurazioni Generali SpA: 749 million EUR Greece, Portugal EUR 600 million, adjusted by taxes and the share of policyholders
* Intesa Sanpaolo: Greek government bonds with EUR 1 billion
* UniCredit: Insignificant
BELGIUM:
* KBC: government bonds in Greece 1.2 billion EUR, Portugal EUR 600 million, Spain EUR 2.4 billion
* Fortis Holding: government bonds in Greece EUR 3.152 billion, 2.25 billion EUR Portugal, Spain, EUR 1.78 billion
* Dexia: No comment
NETHERLANDS:
* ING Groep: Greece 3 billion to EUR 1.9 billion EUR Portugal, Spain 3 billion EUR, Italy EUR 7.9 billion
Aegon *: EUR 92 million, Greece, Portugal EUR 58 million, Spain 1.78 billion EUR, EUR 138 million, Ireland, Italy EUR 143 million
* SNS Reaal: Greece 266 million to EUR 798 million EUR Spain, Italy EUR 1.46 billion
===
DJG / DJN / has / maw / kla
Visit our website Dow Jones Deutschland
(END) Dow Jones Newswires
May 06, 2010 08:23 ET (12:23 GMT)
Copyright © 2010 Dow Jones & Company, Inc.
Source: Dow Jones 05/06/2010 14:23
discipline
Guest
reef
...
Una riflessione sullo spike a -10% della borsa americana, in risposta all'ottimo articolo di Claudio
http://www.investireoggi.it/forum/1533952-post19698.html
http://www.investireoggi.it/forum/1533952-post19698.html