bulogna
Forumer storico
venduto abn a 64
Obbligazioni perpetue e subordinate Tutto quello che avreste sempre voluto sapere sulle obbligazioni perpetue... - Cap. 1 (17 lettori)
- Creatore Discussione negusneg
- Data di Inizio
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- Tags
- additional tier 1 bail in basilea 3 coco bonds crd iv genussscheine grandfathering hybrid bond loss absorption lower tier 2 make whole amount matusalem bond obbligazioni irredimibili obbligazioni perpetue obbligazioni subordinate perpetual bond preference shares restricted tier 1 tier 1 upper tier 2
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venduto abn a 64
maxinblack
Forumer storico
Ho parecchi difetti...indisciplinato nel trading ....ho il vizio di andare in leva ....e non diversifico quasi mai per non dire MAI
Non ci bastava il Bos.....
. ora pure il russiabond, se questi si mettono insieme "non c'e' piu' trippa per gatti"
VOGLIO il NEGUS dove l'avete messo?
lambda
Forumer attivo
Un consiglio per piacere.
Ho venduto la lombarda l'altro giorno, andando alla pari in conto capitale, prendendomi pulito il rateo, grazie alle vostre info sulla mancata call. Venduta a 93 l'altra sera.
Ho pensato che sarebbe scesa ancora a quindi me ne sono liberato. Tutto sommato, considerando le spese ho fatto un 6,x%, annualizzato.
Ho la Abn ma per natura, veramente per necessità data l'ignoranza, sono cassettista, vendo se necessario.
Potreste dirmi se è il caso di vendere anche ABN 457, con pmc 50,5 , se c'è qualche motivo??
bulogna
Forumer storico
Il presupposto è che ognuno deve ragionare con la sua testa, qui è importante fare delle considerazioni.
A 50 abn rendeva 8.62%. A 64 rende 6.73%.
Allora se sei un cassettista abn è sulla via del risanamento, con rating buono e in pratica garantita dallo stato olandese (è per quello che è salita tanto e forse salirà ulteriormente). Io ho considerato di mettermi in tasca un ottimo gain, e prendere un qualcosa che rendesse più del 6.73% con eventuale post call migliore anche se l'emittente è un po più traballante.
lambda
Forumer attivo
Grazie, il tuo presupposto è validissimo, ma è importante sapere anche come la pensano gli altri, specialmente se si ha la consapevolezza di non essere informati.
Grazie molte.
DanteAllemis
Nuovo forumer
WestLB Hybrid
I was wrong, but I am happy:
WestLB pulled a miracle and posted only a small loss of 294,9 Mill. Euro. Also, very positive language about profitability of core Bank in 2009 and for the outlook in 2010. Seems like this loss was only due to EU-Commission pressing for write-downs to make hybrids participate. Future looks good with the bad-bank in place and a repaired balance sheet.
So WestLBs HYBRID CAPITAL FUNDING IXS021671134 and DE000A0D2FH1, will only be written down by some 6%, being pari passu with German Gov. silent partizipation (that was confirmed also!).
Seems likely now that they will pass on payments for only one year. After that it is 8%($) or 6%(€).This means strong upside potential for both hybrids.
Guys: I think this is a good opportunity to secure some gains.
[I am long hybrid and upper tier 2 of WestLB, might be switching to hybrids soon].
I was wrong, but I am happy:
WestLB pulled a miracle and posted only a small loss of 294,9 Mill. Euro. Also, very positive language about profitability of core Bank in 2009 and for the outlook in 2010. Seems like this loss was only due to EU-Commission pressing for write-downs to make hybrids participate. Future looks good with the bad-bank in place and a repaired balance sheet.
So WestLBs HYBRID CAPITAL FUNDING IXS021671134 and DE000A0D2FH1, will only be written down by some 6%, being pari passu with German Gov. silent partizipation (that was confirmed also!).
Seems likely now that they will pass on payments for only one year. After that it is 8%($) or 6%(€).This means strong upside potential for both hybrids.
Guys: I think this is a good opportunity to secure some gains.
[I am long hybrid and upper tier 2 of WestLB, might be switching to hybrids soon].
bosmeld
Forumer storico
is no too bad
WestLB AG posts net loss of € 294.9 million for the 2009 financial year
The Managing Board prepared the annual financial statements of WestLB AG on February 11, 2010, according to which WestLB AG posted a net loss of € 294.9 million for the 2009 financial year.
Necessary adjustments to the value of participations, the challenging economic conditions and a generally weaker fourth quarter in 2009 were the main drivers of the net loss for the year.
This means that no coupon payments on profit participation certificates and silent participations of WestLB AG will be made for the 2009 financial year. More over these equity instruments will participate in the net loss. The repayment amount of the profit participation certificates of WestLB AG will be reduced by approx. 5 percent, the repayment amount of the hybrid Tier 1 bonds from 2005 by approx. 6 percent, and the repayment amount of the silent participation of the SoFFin, which was made available in December 2009. The approval of the annual financial statements is scheduled for March 22, 2010.
"The 2009 annual results are substantially characterised by extraordinary items. At an operational level discernible progress can be seen as the strengthened focus on client business takes effect. In addition we have achieved gratifying results in reducing our costs", said Dietrich Voigtländer, chairman of WestLB AG.
WestLB AG posts net loss of € 294.9 million for the 2009 financial year
The Managing Board prepared the annual financial statements of WestLB AG on February 11, 2010, according to which WestLB AG posted a net loss of € 294.9 million for the 2009 financial year.
Necessary adjustments to the value of participations, the challenging economic conditions and a generally weaker fourth quarter in 2009 were the main drivers of the net loss for the year.
This means that no coupon payments on profit participation certificates and silent participations of WestLB AG will be made for the 2009 financial year. More over these equity instruments will participate in the net loss. The repayment amount of the profit participation certificates of WestLB AG will be reduced by approx. 5 percent, the repayment amount of the hybrid Tier 1 bonds from 2005 by approx. 6 percent, and the repayment amount of the silent participation of the SoFFin, which was made available in December 2009. The approval of the annual financial statements is scheduled for March 22, 2010.
"The 2009 annual results are substantially characterised by extraordinary items. At an operational level discernible progress can be seen as the strengthened focus on client business takes effect. In addition we have achieved gratifying results in reducing our costs", said Dietrich Voigtländer, chairman of WestLB AG.
russiabond
Il mito, la leggenda.
Mi sono fatto un po di conticini e .....i tedeschi saranno bravi ragazzi .... ma non mi fido troppo ...troppe call non esercitate ...o sbaglio...meglio stare a casa...il meglio secondo me in questo momento era Banco PoPolare al 6,75 %...lo so che era a 71 ...ma che ci posso fare ....sul lungo periodo ...compra a 71 o a 73 non cambia molto ...certo se va a 71 fra un mese o 15 giorni mi girano un po ma se ci va tra 2 mesi ....cambia poco ....
....se poi scende .....chi lo sa .....si apetta ....fino alla fine ....in altro periodo ....ero in Venezuela e li ho spemuto tutto quello che dovevo spremere....non avendo altri liquidi ....non potevo essere sia di qua che di la .....
samantaao
Forumer storico
Mais di questo ti ringrazio infinitamente
però chiedevo se fosse possibile come in passato, inserirli in formato excel tramite allegato anche qui sul forum, così me li salvo per benino
magari... sempre che non sia una scocciatura x mais che fa già tanto lavoro
...un grazie anche agli altri ovviamente, non faccio nomi x non dimenticare nessuno...
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