Obbligazioni perpetue e subordinate Tutto quello che avreste sempre voluto sapere sulle obbligazioni perpetue... - Cap. 1 (2 lettori)

[diritto]

Ciao npnp, in effetti qualche volta mi capita di sentirmi ospite

Scherzi a parte, fosse solo il giudizio sull'emittente sicuramente BES apparterrebbe alla prima fascia, o al massimo alla seconda, considerando la taglia non proprio XXL, però l'appartenenza ad un paese come il Portogallo la rende molto vulnerabile alla speculazione.

Nella penisola iberica le uniche banche che ho in portafoglio (T1 e LT2) sono Santander e BBVA, perchè hanno una dimensione decisamente internazionale e quindi non dipendono esclusivamente dai rubinetti di emergenza della BCE.

Naturalmente se la situazione dei periferici dovesse migliorare potrei farci un pensierino, ma ora come ora non me la sentirei.

Puoi indicare l'isin di Santander e BBVA che hai in portafoglio e quando le hai acquistate? Attendo poi nuove su UBS e Credit Suisse come da te postato qualche giorno fa. Intanto ringrazio per tutto dal primo post ad oggi.

 

[Discepolo]

Venduto NL0000113587 stamani ore 10 a 68,50 (x monetizzare guadagno, vista la mia scarsa abitudine ai guadagni, credo si dica così )
Acquistato Nibc 7,625% Usd XS0269908074 (rischiosetto, ma interessante CY in usd.)
Buona giornata a tutti

 

[bosmeld]

Venduto NL0000113587 stamani ore 10 a 68,50 (x monetizzare guadagno, vista la mia scarsa abitudine ai guadagni, credo si dica così )
Acquistato Nibc 7,625% Usd XS0269908074 (rischiosetto, ma interessante CY in usd.)
Buona giornata a tutti

a quanto hai preso la nibc?

la depfa lt2 XS0229524128 la prenderesti in considerazione?

non é male, ma passo

 

[Discepolo]

72, stessa ora.

 

[innocentiproject]

mi sono dimenticato, tra le distressed che fanno storia a se delle irlandesi. che sono rischiosissime, ma che POTREBBERO far bene




p.s titoli nel mirino:

Baca
Mutuel
sns lt2

presa lo scorso mese a 83,5.

prese anche io a 83,63 2-3 sett fa....mi pareva meglio della T1 di SNS.

 

[bosmeld]

[FONT=&quot][Reuters] New bank state aid rules by end-2011 -EU official [/FONT]
[FONT=&quot]BRUSSELS, March 1 (Reuters) - EU regulators plan to issue
new permanent state aid rules by the end of the year that could
help problematic banks stave off bankruptcy and ensure financial
stability, a senior EU competition official said on Tuesday.
The proposed guidelines would replace interim state support
measures put in place for the financial sector since the depths
of the credit crisis in late 2008.
"By the end of the year, we hope to issue new permanent
guidelines for the rescue and restructuring of financial
institutions," Alexander Italianer, the European Commission's
director general for competition affairs, told a conference of
antitrust lawyers in Brussels.
"There are reflections on a crisis-resolution mechanism. The
normal standard option when companies get into difficulty is
bankruptcy. One has to look at what other options are needed,
for instance for financial stability," he told the
Studienvereinigung Kartellrecht conference.
Italianer did not provide details.
Under the interim rules expiring at the end of the year,
lenders receiving a capital injection or transferring impaired
assets to "bad banks" are required to restructure their
operations to win regulatory approval. [ID:nLDE6B00YY]
This has resulted in some banks reducing their balance
sheets by up to 80 percent.
The European Commission is considering a series of measures,
including a one-off 50 billion euros ($69 billion) tax on banks,
as part of its drive to reform financial institutions after the
crisis. [/FONT]

72, stessa ora.

thanks

 

[discipline]

ATHENS, March 1 (Reuters) - EFG Eurobank, Greece's second-largest lender, concluded 1.0 billion euros ($1.4 billion) of new repo lines with four foreign banks using Greek government bonds as collateral, it said on Tuesday.
...
Eurobank said the new funding deals were agreed on particularly competitive terms -- euribor plus a spread ranging from 150 to 200 basis points.

 

[bosmeld]

westlb conti

WestLB AG posts a break-even result for the 2010 financial yearThe

Managing Board prepared the annual financial statements of WestLB AG for the 2010 financial year on March 1, 2011 under German GAAP. WestLB AG posted a result of € 0 million following a loss of € 295 million in the previous year.

There will be no reduction of the respective repayment amounts for profit participation certificates and silent participations. The repayment amount for profit participation certificates remains unchanged at approximately 95.28% and for hybrid Tier 1 bonds from 2005 unchanged at approximately 93.94%. No coupon payments on profit participation certificates and silent participations of WestLB AG will be made for the 2010 financial year. In view of the result reported for the 2010 financial year, there will be no repayment of the previously deferred coupons on profit participation certificates (for the 2009 financial year). The approval of the annual financial statements under German GAAP is scheduled for March 24, 2011. The IFRS Group annual financial statements will also be approved on that date. The Group results are currently not yet available.


WestLB AG posts a break-even result for the 2010 financial year

 

[capt.harlock]

72, stessa ora.

acquistare questa con iw e'molto piu'caro..75/76 in lettera

 

[fabriziof]

a quanto hai preso la nibc?




non é male, ma passo

anch'io,mi basta la mitica depfa senior reverse in lire di cui ho un bel gruzzolo