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

[malvi88]

Il perpetual Veneto Banca dopo l'aumento di capitale andato a buon fine che prezzo ha?

Grazie

 

[solovaloreaggiunto]

Il perpetual Veneto Banca dopo l'aumento di capitale andato a buon fine che prezzo ha?

Grazie

lettera 94, bid 90, ma tutto da provare.. e' veramente illiquido

 

[bulogna]

Ogni cosa a suo tempo. Non c'è fretta.

Lo sapevo che non saresti stato esaustivo: però oggi non sei molto ispirato nelle locuzioni.

 

[malvi88]

lettera 94, bid 90, ma tutto da provare.. e' veramente illiquido

Grazie, scusate l'OT, mi sono accorto ora di aver sbagliato thread.

 

[Joe Silver]

Coco

Secondo Barclays è 5y USD mid-swap + 639.4bp

Grazie per l'allegato

Aggiungo che il coco SG ha taglio 200k.

 

[solovaloreaggiunto]

Rott e Negus, domani ci si riaggiorna su Raiff


PREVIEW Raiffeisen 2Q: Profit Seen Up; Russia, Hungary, AQR Eyed
Raiffeisen Bank International 2Q results due tomorrow at ~7:30am in Vienna as shares drop 22%
this qtr on Russia and eastern European bad debt worries.
JPMorgan cut to Neutral this week (PT EU24) on lower Russian
profits, losses in Ukraine, Hungary; Citi (Buy/EU26.6) says to
focus on Russia/Ukraine comments

ESTIMATES:
* 2Q net income EU136m (ranging from EU102m-EU177m, 17 ests.,
according to average in survey by co. published on its
website) vs EU120m Y/y
* NOTE: Co. flagged EU67m provision on Hungary due to loan
fee refund law, said FY impact could reach EU160m; also
has EU10m negative effect on revaluation of own
liabilities
* 2Q pretax profit EU195m (EU137m-EU247m) vs EU216m Y/y
* 2Q NII EU956m (EU925m-EU987m) vs EU972m Y/y
* 2Q loan-loss provisions EU329m (EU295m-EU381m) vs EU249m Y/y
* 2Q fee & commission income EU401m (EU388m-EU413m) vs EU411m
* 2Q trading income EU39m (EU10m-EU81m) vs EU60m Y/y
* 2Q costs EU791m (EU760m-EU823m) vs EU829m Y/y


WHAT TO WATCH:
* Russia/Ukraine: Co. owns 3rd biggest foreign bank in Russia,
which generated 74% of group pretax profit last year;
Ukraine unit turned to first quarterly loss in more than a
year in 1Q
* Hungary: Co. sees FY charge on loan refunds tending to
EU160m, co. said Aug. 12
* Bad debt: Co. raised forecast for loan-loss provisions in
1Q, now expects them to rise as much as 22% to EU1.4b,
driven by Russia, Ukraine, Hungary
* Capital: Co. repaid EU1.75b state aid June 6 after raising
EU2.8b in fresh funds in a share sale this year
* Costs: Co. raised cost-cutting target to EU600m, CEO Karl
Sevelda said
* 2014 Outlook: Co. plans to cut costs Y/y; loan losses rising
to EU1.3b-EU1.4b, unless there is an extra hit due to AQR,
Russia, Ukraine; sees loan book stagnating

 

[darkog]

Venduta BPM XS0131749623 @99,45.

Ringrazio infinitamente questo titolo!!

 

[negusneg]

Rott e Negus, domani ci si riaggiorna su Raiff


PREVIEW Raiffeisen 2Q: Profit Seen Up; Russia, Hungary, AQR Eyed
Raiffeisen Bank International 2Q results due tomorrow at ~7:30am in Vienna as shares drop 22%
this qtr on Russia and eastern European bad debt worries.
JPMorgan cut to Neutral this week (PT EU24) on lower Russian
profits, losses in Ukraine, Hungary; Citi (Buy/EU26.6) says to
focus on Russia/Ukraine comments

ESTIMATES:
* 2Q net income EU136m (ranging from EU102m-EU177m, 17 ests.,
according to average in survey by co. published on its
website) vs EU120m Y/y
* NOTE: Co. flagged EU67m provision on Hungary due to loan
fee refund law, said FY impact could reach EU160m; also
has EU10m negative effect on revaluation of own
liabilities
* 2Q pretax profit EU195m (EU137m-EU247m) vs EU216m Y/y
* 2Q NII EU956m (EU925m-EU987m) vs EU972m Y/y
* 2Q loan-loss provisions EU329m (EU295m-EU381m) vs EU249m Y/y
* 2Q fee & commission income EU401m (EU388m-EU413m) vs EU411m
* 2Q trading income EU39m (EU10m-EU81m) vs EU60m Y/y
* 2Q costs EU791m (EU760m-EU823m) vs EU829m Y/y


WHAT TO WATCH:
* Russia/Ukraine: Co. owns 3rd biggest foreign bank in Russia,
which generated 74% of group pretax profit last year;
Ukraine unit turned to first quarterly loss in more than a
year in 1Q
* Hungary: Co. sees FY charge on loan refunds tending to
EU160m, co. said Aug. 12
* Bad debt: Co. raised forecast for loan-loss provisions in
1Q, now expects them to rise as much as 22% to EU1.4b,
driven by Russia, Ukraine, Hungary
* Capital: Co. repaid EU1.75b state aid June 6 after raising
EU2.8b in fresh funds in a share sale this year
* Costs: Co. raised cost-cutting target to EU600m, CEO Karl
Sevelda said
* 2014 Outlook: Co. plans to cut costs Y/y; loan losses rising
to EU1.3b-EU1.4b, unless there is an extra hit due to AQR,
Russia, Ukraine; sees loan book stagnating

 

[negusneg]

CoCo

Grazie per l'allegato

Aggiungo che il coco SG ha taglio 200k.

Un po' alla volta sto cominciando a censirli nel file in prima pagina

Questo sarà uno dei prossimi.

 

[Massimum]

Segnalo il passaggio grassettato.

Conferma un evento che potrebbe essere sfuggito ad alcuni: l'ultima T1 di Bawag, la DE0008600966, sarà richiamata il 27 settembre 2014.

Stranamente sembra essersene accorto solo oggi, con la pubblicazione della semestrale, anche il mercato: il bid sulle borse tedesche è andato a 100.

Vediamo se proveranno a cimentarsi a breve con l'AT1...

P.S. Negus: anche per il tuo file....

Ma sei sicuro sia la 966? Su Ams c'è ancora bid ben oltre il par di 25. Se fosse stata callata. dovrebbe riallinearsi a 25. La parte grassettata penso faccia riferimento alla call della 897, che era step-up, a fine luglio.