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

Investment Manager Cerberus for discussions about a potential investment in Chinese insurance giant Anbang. It reports Bloomberg and refers to sources.
Cerberus should also have discussed the possibility of buying parts of Anbang in Europe and the rest of Asia, according to one of the sources. Among Anbang's holdings are Antwerp-based insurance company Fidea, Dutch Vivat and Belgian lender Nagelmackers.
 
Investment Manager Cerberus for discussions about a potential investment in Chinese insurance giant Anbang. It reports Bloomberg and refers to sources.
Cerberus should also have discussed the possibility of buying parts of Anbang in Europe and the rest of Asia, according to one of the sources. Among Anbang's holdings are Antwerp-based insurance company Fidea, Dutch Vivat and Belgian lender Nagelmackers.

Vivat ormai è come la bella Cecilia che tutti la vogliono, nessuno la piglia
 
Dedicato a chi pensa che shortare il BTP sia un rigore a porta vuota .

Con rendimenti così alti si rischia di prendere delle belle botte
Lascio a quelli della 'troika facile'.
 
Bannockburn Global Forex, 22/10


The bad loan burden at Italian banks, the indebtedness of the government, and what has been political paralysis makes for a poor backdrop for the current clash.

The populist-nationalist government of the Five Star Movement and the League have made electoral promises that the country can ill-afford. For the northern business, the League has pushed for lower taxes and a liberal tax amnesty. As champion of the poor south, the Five Star Movement wants aid package and a limited tax holiday. Both parties want to roll back the pension reform.
These type of policies repel rather than attract global savings, and Italian yields have jumped as has the premium over Germany, on the one hand, and Spain on the other.
 
Aryzta Capital Increase Also Backed by Glass Lewis, Ethos: ZKB
By Albertina Torsoli

(Bloomberg) --
Investor advisers Glass Lewis and Ethos also recommend voting in favor of Aryzta’s planned EU800m capital increase, according to Zuercher Kantonalbank.

  • “Voting-rights consultants do not want to play with fire,” ZKB analyst Patrik Schwendimann writes in a note
    • “With this step the probability has increased that the capital increase can be ratified at the AGM on Nov. 1, which is an important prerequisite for Aryzta to have a chance at a turnaround.”
    • NOTE Oct. 19: ISS Urges Approving Aryzta’s Capital Increase, Changing Tack
    • Aryzta shares up 0.5% as of 10:57am in Zurich
  • ZKB (market perform) notes this hasn’t removed uncertainty on whether the capital increase can actually be successfully placed with investors
    • “The share is still not suitable for private investors on account of the substantial risks involved”: ZKB
 
qualcuno ha valutato l'acquisto oppure acquistato nell'ultimo periodo la IFIS Tier 2 ?
Premesso che io la ho in ptf, sarei interessato a sapere che ne pensate.
 
Non al momento: con la spirale di aumento del costo del danaro, in netto peggioramento dopo le elezioni, il valore di carico dei NPL potrebbe fare grossi danni.

Abbiamo la fortuna di avere Statisti con la S maiuscola al governo e senza dubbio risolveranno tutto. Se no....sara' colpa dei cattivoni e complottisti che siedono a Bruxelles.

Avanti cosi !

qualcuno ha valutato l'acquisto oppure acquistato nell'ultimo periodo la IFIS Tier 2 ?
Premesso che io la ho in ptf, sarei interessato a sapere che ne pensate.
 

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