Obbligazioni perpetue e subordinate Tutto quello che avreste sempre voluto sapere sulle obbligazioni perpetue... - Cap. 3

[riccio43]

c'e' modo di mettere in ordine alfabetico la pagina MYPF che contiene i prezzi?

 

[Myskin]

puntatina su Rothshild GB0047524268 @50 no loss cum

 

[apaci2]

Ci vanno pesantini...Ma dov'erano fino a 2gg fà?

Non è che hai parlato bene del titolo a qualche tuo amico facoltoso

 

[Topgun1976]

Non è che hai parlato bene del titolo a qualche tuo amico facoltoso

No

 

[amorgos34]

Sell !

By Charles Daly
Nov. 19 (Bloomberg) -- Realize profits on investment in
Groupama (--/--/BB+) 4.375% T2s; cites little room for further
price gains and “considerable risk” that bond won’t be called
at first date (July 2015), Philippe Picagne, an analyst at
CreditSights, writes in note.
• Price has increased 13 pts since initiated Aug. 2013 recommendation to invest; now trades at same level as co.’s T1 bond
• If co. doesn’t call at first date, investors could face sharp decline in value (price to maturity is 51% of par value)
• Expects a slight improvement in full-year 2013 net income
• NOTE: Mid-YTC differential between CCAMA T2 and T1 bonds has compressed to -13bps vs 1Y high of +630bps in June, Bloomberg data show

For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>

--Editor: V. Ramakrishnan

To contact the reporter on this story:
Charles Daly in Stockholm at +46-8-610-0717 or
[email protected]

To contact the editor responsible for this story:
Deborah L Hyde at +44-20-3216-4829 or
[email protected]


Quotazione : 91,367-91.875

La 414 : 87.800- 88.000

 

[capt.harlock]

By Charles Daly
Nov. 19 (Bloomberg) -- Realize profits on investment in
Groupama (--/--/BB+) 4.375% T2s; cites little room for further
price gains and “considerable risk” that bond won’t be called
at first date (July 2015), Philippe Picagne, an analyst at
CreditSights, writes in note.
• Price has increased 13 pts since initiated Aug. 2013 recommendation to invest; now trades at same level as co.’s T1 bond
• If co. doesn’t call at first date, investors could face sharp decline in value (price to maturity is 51% of par value)
• Expects a slight improvement in full-year 2013 net income
• NOTE: Mid-YTC differential between CCAMA T2 and T1 bonds has compressed to -13bps vs 1Y high of +630bps in June, Bloomberg data show

For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>

--Editor: V. Ramakrishnan

To contact the reporter on this story:
Charles Daly in Stockholm at +46-8-610-0717 or
[email protected]

To contact the editor responsible for this story:
Deborah L Hyde at +44-20-3216-4829 or
[email protected]


Quotazione : 91,367-91.875

La 414 : 87.800- 88.000

hai venduto la piccola esposizione su group?

 

[amorgos34]

hai venduto la piccola esposizione su group?

Io oldo sia la piccola che la grandicella (la 464 la switchai sulla 414 a metà gennaio)

Fossi un'analista direi SELL.

Se però poi mi chiedessero dove metterei il malloppo risponderei con vari termini : volatilità, rotation, Draghi, AQR, short, senza dire in pratica niente.

 

[Discepolo]

c'e' modo di mettere in ordine alfabetico la pagina MYPF che contiene i prezzi?

In alto in prima pagina, clicco su "esporta come csv" e mi crea un file excel che poi posso modificare a piacimento.

 

[Rottweiler]

By Charles Daly
Nov. 19 (Bloomberg) -- Realize profits on investment in
Groupama (--/--/BB+) 4.375% T2s; cites little room for further
price gains and “considerable risk” that bond won’t be called
at first date (July 2015), Philippe Picagne, an analyst at
CreditSights, writes in note.
• Price has increased 13 pts since initiated Aug. 2013 recommendation to invest; now trades at same level as co.’s T1 bond
• If co. doesn’t call at first date, investors could face sharp decline in value (price to maturity is 51% of par value)
• Expects a slight improvement in full-year 2013 net income
• NOTE: Mid-YTC differential between CCAMA T2 and T1 bonds has compressed to -13bps vs 1Y high of +630bps in June, Bloomberg data show
............

Il "considerable risk", a mio parere, non è quello indicato dall'esimio analista con vista molto lunga, arrivato, immagino dopo grandi travagli, a dare "buy" lo scorso mese di agosto. Piuttosto, c'è da pensare che un titolo che ha corso tantissimo spinga i fortunati possessori a vendere per portare a casa il gain.

Molto dipenderà da come si mette la questione tapering: se scatta quello, per un po' tutti i perpetuals ne risentiranno...

 

[riccio43]

In alto in prima pagina, clicco su "esporta come csv" e mi crea un file excel che poi posso modificare a piacimento.

grazie