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pier_pat

Mountaineering
bnp 319 buy a 81.37

...anch'io stesso prezzo, da mercoledi scorso ha perso 50 bp. :-?

il mercato crede sempre meno alla call?

stavo giusto guardandola in questi giorni e confrontandola con la Aegon 466, anch'essa con call 2011 (21/7/2011).
Nessuna delle due sembra avere ricevuto la spinta che hanno avuto molte p in quest'ultimo mese, ma addirittura la BNP è in calo (almeno dal grafico su onvista), mentre se non altro la Aegon tiene.

Direi che non solo il mercato non crede alla call di nessuna delle due (il che non significa che non calleranno... :rolleyes::rolleyes:, anche se Aegon, mi pare di ricordare, deve ancora restituire gli aiuti prima di callare - o sbaglio?), ma che forse penalizza la BNP perchè ha cedola bassina (4,875) e post call invariato. Almeno la 466 ha cedola al 6% ed è cumulativa.

Però BNP è sempre BNP, e se dovesse scendere ancora un po' forse potrei prenderla nell'ottica di migliorare la qualità del portafoglio...

Commenti?

Grazie :)

1297762333aegon466.jpg
1297762346bnp319.jpg
 

discipline

Forumer storico
Altro articolo fresco su WestLb, il tempo è agli sgoccioli, qualcosa pare muoversi...

Google Traduttore

The chances for a rescue of the ailing WestLB in the last minute have increased significantly. Just before the decisive round of crisis, the German savings banks and state banks a financial contribution to the reconstruction plan in view provided. This is the first building block for WestLB's total package that is to be laced on Tuesday afternoon in Berlin. Then it comes to the contributions of North Rhine-Westphalia and the federal government. For agreement, however, have a few hours time. Brussels must be sent for WestLB to midnight, a new recovery plan.
...
The plan is a pure Savings Bank for about 100 local Kreditinstiute in North Rhine-Westphalia. Half of the capital needs of an estimated 1.5 billion euros, do the North Rhine-Westphalia and savings banks afford to take 50 percent of the shares accordingly. The other half was attributable to savings associations and national banks outside of North Rhine-Westphalia. Such a report in the Financial Times Germany, "a policy statement from the bank confirmed an association representative of the organization dpa.
The goal is to merge the new institute with a national bank.
 

bosmeld

Forumer storico
Altro articolo fresco su WestLb, il tempo è agli sgoccioli, qualcosa pare muoversi...

Google Traduttore

The chances for a rescue of the ailing WestLB in the last minute have increased significantly. Just before the decisive round of crisis, the German savings banks and state banks a financial contribution to the reconstruction plan in view provided. This is the first building block for WestLB's total package that is to be laced on Tuesday afternoon in Berlin. Then it comes to the contributions of North Rhine-Westphalia and the federal government. For agreement, however, have a few hours time. Brussels must be sent for WestLB to midnight, a new recovery plan.


questi se tutto va bene, il piano lo presentano all'ultimo secondo.

c'è poco da ridere, visto che sono invischiato fino al collo.

ma sarebbe bello assistere a queste riunioni che stanno facendo, praticamente stanno facendo una maratona
 

discipline

Forumer storico
Cautious optimism before crucial talks WestLB

The Steering Committee will discuss at its meeting a splitting of WestLB. This would involve the relevant part of the bank for the savings banks - including payments - go to the public-sector banks, some sold to private investors and most of the rest are settled. The "RestLB" - the intended process of bank savings banks - sources said negotiations could have total assets of around 40 billion €. Half of the shares of the Group Bank to take over the NRW savings bank associations, the rest will be distributed in public storage. The bond bank should be equipped with about one billion euros of capital, it was said again and again. These costs should be distributed according to ownership structure. "This capital equipment is one thing - there are other costs," it said in negotiating groups. This applies for example for the transfer of loads on the existing bad bank outsourced, the legacy of the WestLB were. Succeeds to the Steering Committee no agreement, WestLB threatens the settlement. Without an agreement could Competition Commissioner Joaquin Almunia call for repayment of the aid. At the last Steering Committee meeting on Sunday the Banking Supervisory Authority had already taken place at the table. WestLB would in the event of liquidation, the first bank that comes under the new banking law restructuring the federal government.

L'articolo completo di Reuters DE: Google Traduttore
 
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