Obbligazioni societarie Monitor bond case automobilistiche e accessorio auto
samantaao
Forumer storico
Qualcuno la conosce? Sembra interessante questa Ford 6,25% 22/05/2009 (XS0076244259). Pare che il prezzo sia 86-88. Ma è possibile a due mesi dal rimborso?
non conosco le caratteristiche dettagliate del titolo, in ogni caso negli usa non se la passano proprio bene anche se ford sembra la messa meglio delle 3... non si sa se possa essere in qualche modo coinvolta nella ristrutturazione ancor prima di aver acqua alla gola... omeglio sopra la testa
inoltre nei mercati professionali troverai anche delle fiat a buon prezzo... giusto x farti capire che il comparto non gode di buona salute e sono tutte potenzialmente a rischio
comunque sulle americane trovi questo:
http://www.investireoggi.it/forum/g...-3d-dell-automotive-usa-vt37379.html?p=820085
slowdown
Forumer storico
Fitch taglia rating Fiat e Peugeot a BB+, Renault a BB
mercoledì 25 marzo 2009 14:36
MILANO, 25 marzo (Reuters) - Fitch ha rivisto al ribasso il rating su Fiat (FIA.MI) e Peugeot (PEUP.PA) di un 'notch' a 'BB+' e quello su Renault (RENA.PA) di due a 'BB'.
L'agenzia di rating ha pubblicato uno studio sulle società di auto europee quotate rivedendo le previsioni per i gruppi analizzati e le attese di crescita del comparto nei prossimi due anni.
mercoledì 25 marzo 2009 14:36
MILANO, 25 marzo (Reuters) - Fitch ha rivisto al ribasso il rating su Fiat (FIA.MI) e Peugeot (PEUP.PA) di un 'notch' a 'BB+' e quello su Renault (RENA.PA) di due a 'BB'.
L'agenzia di rating ha pubblicato uno studio sulle società di auto europee quotate rivedendo le previsioni per i gruppi analizzati e le attese di crescita del comparto nei prossimi due anni.
Imark
Forumer storico
In realtà mi chiamano Mago per sfottere, come ben sai ... io invece sono molto più serio nel dare dello sprovveduto alla gran parte dei fan della vita da rentier con i bond GM presi a 10/100 ...
In verità, quando parlavo di telefonici presi bene, mi riferivo ad un possibile switch fra i mille volte consigliati KPN 2011 fra i 95 ed i 99 ed i Toyota 2012 sotto la pari. Porti a casa il gain in conto capitale, incrementi la cedola e tempo un anno hai buone chences di aver fatto ancora un gain in conto capitale.
It makes sense...
PS: perché Toyota (o Honda) meglio dei marchi premium tedeschi ? Per quelle righe messe in grassetto...
Le Toyota 2012 sotto la pari ci sono rimaste ben poco...
http://anleihen.onvista.de/snapshot.html?ID_INSTRUMENT=23379965#Scene_1
Imark
Forumer storico
Notizie fresche su mercato USA e costruttori giapponesi. Il primo non avrebbe ancora toccato il fondo, con le vendite di marzo annunciate equivalenti rispetto a quelle di febbraio o forse in leggero peggioramento.
Il presidente di Toyota si è negato alla richiesta di fare previsioni circa il momento in cui il mercato automobilistico globale potrà toccare il bottom per poi vedere una risalita.
La Honda, che aveva posticipato di 1 anno a dicembre l'apertura di un nuovo impianto produttivo da 200.000 auto l'anno, ha ulteriormente spostato in avanti tale data confermando di non vedere segnali di recupero.
La Toyota confida nel lancio della nuova Prius, i cui costi per il sistema ibrido sono stati ridotti ad 1/4 di quelli sostenuti nel 1997 per la prima versione, e che dovrebbe costare, secondo indiscrezioni, 3.000 $ meno della versione precedente, oltre ad essere più potente e a consumare meno.
Toyota says U.S. sales still weak, Honda delays plant
Thu Mar 26, 2009 4:24am EDT
By Chang-Ran Kim, Asia autos correspondent
TOKYO (Reuters) - U.S. auto industry sales are showing no signs of recovery from a weak start to the year, the president of Toyota Motor Corp (7203.T) said, as rival Honda Motor Co (7267.T) announced further delays to the start of a new factory in Japan.
U.S. car sales slumped by more than a third in January and February, taking them to 27-year lows. That has hammered profits across the industry and driven Detroit stalwarts General Motors Corp (GM.N) and Chrysler LLC to the brink of bankruptcy.
"Annualized sales in January and February were a little above 9 million, and we're hearing that March will be about the same if not worse than February," Toyota President Katsuaki Watanabe told a news conference to unveil the remodeled Crown Majesta sedan.
Watanabe said he could not tell when global car sales would bottom and said he hoped governments around the world would offer incentives to jump-start demand.
South Korea did just that on Thursday, announcing tax breaks for new car buyers and measures for easier consumer financing to support its domestic car industry.
"The announcement is definitely positive, particularly for Hyundai (005380.KS) and Kia (000270.KS), which are dominant players in the domestic car market," said Lee Sang-hyun, an auto analyst at Hana Daetoo Securities.
Korean government officials said the measures reflected the importance of the industry, which employs around 1.6 million in Asia's fourth-largest economy.
In Washington, the task force set up by the administration of President Barack Obama was likely to recommend more aid for struggling U.S. automakers, a senior senator said on Wednesday.
Carl Levin of Michigan said on Capitol Hill that "it is clear" more help is on the way and any assistance for GM and Chrysler LLC would be tied to new conditions on restructuring.
HONDA DELAYS FACTORY
Most automakers have been reducing production, scaling back investment and cutting jobs in an effort to preserve cash as the sales slump bites around the globe.
Honda, Japan's No.2 automaker, said on Thursday it will further delay the start of a new factory in Japan by at least a year amid the global auto market slump.
In December, the company said it would put off the start of the factory near Tokyo by at least a year. The plant was originally scheduled to start in 2010, with annual production capacity of 200,000 vehicles. In a statement, the firm said it decided on a further delay as it still saw no signs of a market recovery.
Toyota, the world's biggest automaker, has said its global production would hit a trough in the January-March quarter, during which it has idled factories for days and weeks at a time while selling cars from its bloated inventory.
Watanabe said Toyota was not planning to have any factory holidays in Japan from May and beyond, when the company hopes to keep daily output above 10,000 units.
Until recently, one bright spot for Toyota has been its gas-electric Prius hybrid, of which the company plans to launch a third generation model in Japan in May.
Falling sales and competition from Honda, with its recently launched Insight, have sparked media speculation that Toyota will sell the next generation Prius at 2.05 million yen ($20,940), or roughly $3,000 less than its smaller, less powerful and less fuel-efficient predecessor.
Watanabe declined to confirm those reports but said the new car came close to achieving a target of reducing the hybrid system's cost to a fourth of the first version, which went on sale in 1997, while costs were also cut on other components and modules in the car.
"The price will take into account the cost cuts, and the competitive environment at the time of launch," he said. "That Honda has come out with a wonderful car like the Insight gives us a big impetus to try to be more competitive."
Watanabe confirmed the old Prius model would be sold alongside the new version, in Japan at least.
"They will have different engine sizes -- 1.5 liters and 1.8 liters -- and we figure there will be demand for the two to co-exist," he said.
Toyota shares rose 0.9 percent, while Honda was up 1.7 percent in a Tokyo market .N225 that climbed 1.8 percent. Hyundai Motor shares also gained 1.7 percent, while Kia Motors rose 4 percent.
(Additional reporting by Taiga Uranaka in TOKYO, Cheon Jong-woo in SEOUL; Writing by Lincoln Feast; Editing by Muralikumar Anantharaman)
Il presidente di Toyota si è negato alla richiesta di fare previsioni circa il momento in cui il mercato automobilistico globale potrà toccare il bottom per poi vedere una risalita.
La Honda, che aveva posticipato di 1 anno a dicembre l'apertura di un nuovo impianto produttivo da 200.000 auto l'anno, ha ulteriormente spostato in avanti tale data confermando di non vedere segnali di recupero.
La Toyota confida nel lancio della nuova Prius, i cui costi per il sistema ibrido sono stati ridotti ad 1/4 di quelli sostenuti nel 1997 per la prima versione, e che dovrebbe costare, secondo indiscrezioni, 3.000 $ meno della versione precedente, oltre ad essere più potente e a consumare meno.
Toyota says U.S. sales still weak, Honda delays plant
Thu Mar 26, 2009 4:24am EDT
By Chang-Ran Kim, Asia autos correspondent
TOKYO (Reuters) - U.S. auto industry sales are showing no signs of recovery from a weak start to the year, the president of Toyota Motor Corp (7203.T) said, as rival Honda Motor Co (7267.T) announced further delays to the start of a new factory in Japan.
U.S. car sales slumped by more than a third in January and February, taking them to 27-year lows. That has hammered profits across the industry and driven Detroit stalwarts General Motors Corp (GM.N) and Chrysler LLC to the brink of bankruptcy.
"Annualized sales in January and February were a little above 9 million, and we're hearing that March will be about the same if not worse than February," Toyota President Katsuaki Watanabe told a news conference to unveil the remodeled Crown Majesta sedan.
Watanabe said he could not tell when global car sales would bottom and said he hoped governments around the world would offer incentives to jump-start demand.
South Korea did just that on Thursday, announcing tax breaks for new car buyers and measures for easier consumer financing to support its domestic car industry.
"The announcement is definitely positive, particularly for Hyundai (005380.KS) and Kia (000270.KS), which are dominant players in the domestic car market," said Lee Sang-hyun, an auto analyst at Hana Daetoo Securities.
Korean government officials said the measures reflected the importance of the industry, which employs around 1.6 million in Asia's fourth-largest economy.
In Washington, the task force set up by the administration of President Barack Obama was likely to recommend more aid for struggling U.S. automakers, a senior senator said on Wednesday.
Carl Levin of Michigan said on Capitol Hill that "it is clear" more help is on the way and any assistance for GM and Chrysler LLC would be tied to new conditions on restructuring.
HONDA DELAYS FACTORY
Most automakers have been reducing production, scaling back investment and cutting jobs in an effort to preserve cash as the sales slump bites around the globe.
Honda, Japan's No.2 automaker, said on Thursday it will further delay the start of a new factory in Japan by at least a year amid the global auto market slump.
In December, the company said it would put off the start of the factory near Tokyo by at least a year. The plant was originally scheduled to start in 2010, with annual production capacity of 200,000 vehicles. In a statement, the firm said it decided on a further delay as it still saw no signs of a market recovery.
Toyota, the world's biggest automaker, has said its global production would hit a trough in the January-March quarter, during which it has idled factories for days and weeks at a time while selling cars from its bloated inventory.
Watanabe said Toyota was not planning to have any factory holidays in Japan from May and beyond, when the company hopes to keep daily output above 10,000 units.
Until recently, one bright spot for Toyota has been its gas-electric Prius hybrid, of which the company plans to launch a third generation model in Japan in May.
Falling sales and competition from Honda, with its recently launched Insight, have sparked media speculation that Toyota will sell the next generation Prius at 2.05 million yen ($20,940), or roughly $3,000 less than its smaller, less powerful and less fuel-efficient predecessor.
Watanabe declined to confirm those reports but said the new car came close to achieving a target of reducing the hybrid system's cost to a fourth of the first version, which went on sale in 1997, while costs were also cut on other components and modules in the car.
"The price will take into account the cost cuts, and the competitive environment at the time of launch," he said. "That Honda has come out with a wonderful car like the Insight gives us a big impetus to try to be more competitive."
Watanabe confirmed the old Prius model would be sold alongside the new version, in Japan at least.
"They will have different engine sizes -- 1.5 liters and 1.8 liters -- and we figure there will be demand for the two to co-exist," he said.
Toyota shares rose 0.9 percent, while Honda was up 1.7 percent in a Tokyo market .N225 that climbed 1.8 percent. Hyundai Motor shares also gained 1.7 percent, while Kia Motors rose 4 percent.
(Additional reporting by Taiga Uranaka in TOKYO, Cheon Jong-woo in SEOUL; Writing by Lincoln Feast; Editing by Muralikumar Anantharaman)
hamen
Nuovo forumer
Le Toyota 2012 sotto la pari ci sono rimaste ben poco...
http://anleihen.onvista.de/snapshot....379965#Scene_1
Interessante!
Con la mia banca lo posso trattare solo telefonicamente e devo accontentarmi della quotazione disponibile.
A tal proposito, l'andamento del titolo su OnVista è aggiornato giorno per giorno?
Imark
Forumer storico
E' aggiornata con 15 minuti di ritardo rispetto al prezzo del mercato tedesco di Stoccarda...
bulogna
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.
The Beast
Rating? No grazie!
Le Toyota 2012 sotto la pari ci sono rimaste ben poco...
http://anleihen.onvista.de/snapshot.html?ID_INSTRUMENT=23379965#Scene_1
giusto il tempo x la beast di afferrarle al volo!
bondista bradipo ma non troppo! RONF!
Imark
Forumer storico
Nel mentre Porsche, non senza qualche affanno, ha rifinanziato il prestito ponte per l'acquisto di titoli WV in scadenza al 31 marzo.
peraltro Porsche non ha ritenuto di dover dare indicazioni sulle condizioni riservatele (non un gran bel segnale) ed il rifinanziamento è stato davvero molto corto: la trance maggiore (6,7 mld euro) va in scadenza nel 2010 ed è estendibile per ancora un anno, quella inferiore (3.3 mld euro) va invece ripagata ancora più velocemente.
Segno che nelle intenzioni di Porsche l'acquisto delle azioni WV fino al 75% del totale, così da poter incorporare pienamente VW, dovrebbe essere operazione da finalizzarsi in tempi non lunghissimi.
Si conferma anche che è stato richiesto il rating a Moody's e S&P: dovrebbe arrivare a maggio 2009
Qualche ulteriore indicazione in questo breve commento di fonte Jyske.
peraltro Porsche non ha ritenuto di dover dare indicazioni sulle condizioni riservatele (non un gran bel segnale) ed il rifinanziamento è stato davvero molto corto: la trance maggiore (6,7 mld euro) va in scadenza nel 2010 ed è estendibile per ancora un anno, quella inferiore (3.3 mld euro) va invece ripagata ancora più velocemente.
Segno che nelle intenzioni di Porsche l'acquisto delle azioni WV fino al 75% del totale, così da poter incorporare pienamente VW, dovrebbe essere operazione da finalizzarsi in tempi non lunghissimi.
Si conferma anche che è stato richiesto il rating a Moody's e S&P: dovrebbe arrivare a maggio 2009
Qualche ulteriore indicazione in questo breve commento di fonte Jyske.
[FONT=JyskeSauna,Bold][FONT=JyskeSauna,Bold]Porsche secures EUR 10bn loan facility[/FONT][/FONT]
Porsche has concluded its negotiations with a lending consortium consisting of 15 banks and has secured a new EUR 10bn credit facility to
refinance an existing loan which expires on 31 March.
refinance an existing loan which expires on 31 March.
Under the framework of the agreement, Porsche can extend the borrowing volume to EUR 12.5bn in the forthcoming weeks. The credit facility consists of two tranches: 1) one EUR 6.7bn tranche which expires in 2010, but can be extended until 2011, and 2) a smaller EUR 3.3bn tranche (or EUR 5.8bn if the total volume is extended to EUR 12.5bn), which Porsche intends to pay down very fast.
The press release further states that Porsche aims for credit ratings, the results of which should be available in May 2009. There is no information
on yields, security etc. on the facility. It is positive for the company that it has been able to secure a new credit facility, but we still expect a stream of negative news from the company, which will continue to put pressure on the spread.
on yields, security etc. on the facility. It is positive for the company that it has been able to secure a new credit facility, but we still expect a stream of negative news from the company, which will continue to put pressure on the spread.