Imark
Forumer storico
Il bond 2033 psa comincia ad essere ineressante con un rendimento del 6 % al prezzo attuale di circa 57 il rendimento netto effettivo rispetto alla spesa del capitale è circa del 10%.
Anche se forse calerà ancora un pò.
Per le francesi problemi su tutta la linea: dall'andamento delle vendite inferiori ai competitors alle difficoltà dei suppliers e anche della rete di vendita. Questa Reuter riporta di 85 concessionarie PSA (Peugeot Citroen) in difficoltà al punto che la casa sta cercando di aiutarle in qualche maniera, pur escludendo di comprarle o di entrare nella proprietà.
http://www.reuters.com/article/reut...FE20090325?pageNumber=1&virtualBrandChannel=0
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CAR PARTS RESTRUCTURING
Renault and Peugeot meanwhile said they were looking at ways of supporting ailing suppliers in France.
Renault said would consider buying stakes in domestic equipment suppliers if necessary, its Chief Operating Officer Patrick Pelata said.
"Equipment makers are facing the same constraints as carmakers. In certain cases, we must find solutions together. That could be a stake purchase or a restructuring," said Pelata.
PSA Peugeot Citroen, which considers 85 suppliers to be in significant financial difficulty, had no plans to buy into any of those companies but would do its best to help them in other ways, Chief Executive Christian Streiff told a senate hearing.
PSA already owns some 71 percent of parts maker Faurecia (EPED.PA).
At 11:00 a.m. EDT, the DJ Eurostoxx auto index was up 2.5 percent, with Volkswagen shares up 8 percent, Porsche up 1 percent, Renault up 3.5 percent and Peugeot down 4.5 percent. Autoliv fell 12 percent.
(Additional reporting by Tessa Walsh, Anna Ringstrom, Sven Nordenstam, Helen Beresford, Andreas Moeser; writing by John Stonestreet; editing by Richard Hubbard)