Obbligazioni perpetue e subordinate Tutto quello che avreste sempre voluto sapere sulle obbligazioni perpetue... - Cap. 3
- Creatore Discussione Joe Silver
- Data di Inizio
russiabond
Il mito, la leggenda.
Cerco di essere utile alla causa , e fa piacere ricevere dei ringraziamenti
Grazie a te Russia e onore a una persona che e’ riuscita a ribaltare una situazione economica dov’è quasi tutti sarebbero affogati...
e più volte ....purtroppo fallito o quasi fallito 3-4 volte
1 mese fà ero sotto di 540 K al M to M su un portafoglio di 4200 K ...con 1000K circa leva
il segreto avere roba corta e rientrare in battaglia quando gli altri scappavano ...
pur avendo roba corta in massima parte ma il resto era stato colpito dallo tsunami oggi sono in gain e in questo momento sto finendo gli acquisti a piene mani di tutto un fritto misto banche assicurazioni in massima estere
più tardi prezzi ed eseguiti size tipo ...
frmaoro
il Fankazzista
Tipo prodotto Cash (Azioni-Fondi) Titolo INTESA SANPAOLO
Codice Isin IT0000072618 Mercato MTA (Milano)
Ordine
Operazione
Acquisto Codice Pdn O01FgCXyWkZq
Qtà/VN 40000 Qtà Eseguita 40000
Prezzo Limite 1.4536 Strategia
Prz. stop Leva -
Ordine Associato Stato E
Comm. Vincolate 8.00
Momento Continua
Data Validità 06/04/2020 Data Valuta 08/04/2020
Codice Isin IT0000072618 Mercato MTA (Milano)
Ordine
Operazione
Qtà/VN 40000 Qtà Eseguita 40000
Prezzo Limite 1.4536 Strategia
Prz. stop Leva -
Ordine Associato Stato E
Comm. Vincolate 8.00
Data Validità 06/04/2020 Data Valuta 08/04/2020
frmaoro
il Fankazzista
Tipo prodotto Cash (Azioni-Fondi) Titolo ROYAL CARIBBEAN CRUISES
Codice Isin LR0008862868 Mercato Nyse (New York)
Ordine
Operazione
Acquisto Codice Pdn 20200406P36LFTHM
Qtà/VN 1500 Qtà Eseguita 1500
Prezzo Limite 29.34 Strategia
Prz. stop Leva -
Ordine Associato Stato E
Comm. Vincolate 70.41
Momento Ape+Continua
Data Validità 06/04/2020 Data Valuta 08/04/2020
Codice Isin LR0008862868 Mercato Nyse (New York)
Ordine
Operazione
Qtà/VN 1500 Qtà Eseguita 1500
Prezzo Limite 29.34 Strategia
Prz. stop Leva -
Ordine Associato Stato E
Comm. Vincolate 70.41
Data Validità 06/04/2020 Data Valuta 08/04/2020
russiabond
Il mito, la leggenda.
RABOCERTIFFRNPL
EURONEXT AMSTERDAM
XS1002121454 - BOND
RABOBANK STRUCTURED PRODUCTS
RABO
AEX 2,62% EUR / USD 0,75% EUR / GBP 0,12% AMX 3,87%
% 94,85
04/07/2020 - 11:20 CET
Sinds open
+2,34 (+2,53%)
Sinds vorige Sluiting
+2,85 (+3,10%)
Beste biedprijs 94,60
Beste vraagprijs 94,71
sale anche RABo pur zavorrata dalla mancata cedola fino a settemre ...poi si vedrà
target natale 2020 108-110 con cedola in pagamento
EURONEXT AMSTERDAM
XS1002121454 - BOND
RABOBANK STRUCTURED PRODUCTS
RABO
AEX 2,62% EUR / USD 0,75% EUR / GBP 0,12% AMX 3,87%
% 94,85
04/07/2020 - 11:20 CET
Sinds open
+2,34 (+2,53%)
Sinds vorige Sluiting
+2,85 (+3,10%)
Beste biedprijs 94,60
Beste vraagprijs 94,71
sale anche RABo pur zavorrata dalla mancata cedola fino a settemre ...poi si vedrà
target natale 2020 108-110 con cedola in pagamento
russiabond
Il mito, la leggenda.
prezzi in generale rialzo...su tutto il comparto perpetue e sub ho dovuto correre dietro all'ask ...
stasera eseguiti , size , .....ho calato le ultime nasse e reti da fermo ....
i pesci si raccoglieranno prima di natale 2020
generalmente mi aspetto più10-15% su tutti gli acquisti di oggi ...
coronavirus porterà i prezzi vicino ai massimi in molti casi li supereremo ingente liquidità a fiumi sui mercati...voglia di ripartire ...voglia di rendimenti
bla bla bla ...aggiungete voi quel che più vi piace
mercato molto da trading ...vendere euforia comprare paura
...se uno sbaglia paga e pagheremo anche stavolta ...
buon trading a tutti
stasera eseguiti , size , .....ho calato le ultime nasse e reti da fermo ....
i pesci si raccoglieranno prima di natale 2020
generalmente mi aspetto più10-15% su tutti gli acquisti di oggi ...
coronavirus porterà i prezzi vicino ai massimi in molti casi li supereremo ingente liquidità a fiumi sui mercati...voglia di ripartire ...voglia di rendimenti
bla bla bla ...aggiungete voi quel che più vi piace
mercato molto da trading ...vendere euforia comprare paura
...se uno sbaglia paga e pagheremo anche stavolta ...
buon trading a tutti
marc
Forumer storico
prezzi in generale rialzo...su tutto il comparto perpetue e sub ho dovuto correre dietro all'ask ...
stasera eseguiti , size , .....ho calato le ultime nasse e reti da fermo ....
i pesci si raccoglieranno prima di natale 2020
generalmente mi aspetto più10-15% su tutti gli acquisti di oggi ...
coronavirus porterà i prezzi vicino ai massimi in molti casi li supereremo ingente liquidità a fiumi sui mercati...voglia di ripartire ...voglia di rendimenti
bla bla bla ...aggiungete voi quel che più vi piace
mercato molto da trading ...vendere euforia comprare paura
...se uno sbaglia paga e pagheremo anche stavolta ...
buon trading a tutti
Confermo..anche io per prendere Generali XS1140860534 ho dovuto stamani pagare 1 punto più di ieri
mellis
Nuovo forumer
Nota Morgan Stanley su AT1
European Banks | Europe
Selling the AT1 Rally
Many AT1s are up more than 10 points over the week. We
reverse our recommendations to buy considering the sheer
(and, to us, unexpected) magnitude of the move. Separately,
the ECB’s Recommendation to halt equity dividends does not
apply to AT1 coupons. Yet.
The move out in AT1 prices was violent, the move back in similarly so, although
even last week’s rally puts us still barely halfway back to the price highs of mid-
February. We certainly hadn’t expected such a swift rally and our
recommendations to buy were predicated on the resilience measures, the
structures and the valuations we analysed a week ago. Resilience and structures
are still of utmost importance, but clearly the valuation part of our analysis has
shifted dramatically.
Arguably, many AT1 still look tremendous value considering the resilience
measures of the issuers: The AT1s we recommended last week are now yielding
between 5.5% and 14.5% to call, instead of 10.5% to 22.5% to call. Considering
that bid/offers in the AT1 sector are generally 2-5 points, we did need a move of
the size we’ve seen to feel strongly motivated to reverse the trade ideas. But it’s
not just that.
We were caught off-guard by the ECB’s press release on Friday evening: We had
expected we would get at least another week or so’s leeway before more joinedup
advice on dividends came from the ECB’s Banking Supervision arm, instead of
the patchwork of commentary from national supervisors on this topic. Instead,
we got a rapid statement from the Governing Council itself. The
Recommendation is not only directed at significant financial groups supervised by
the SSM, but to all supervised entities in the eurozone, noting "The national
competent and designated authorities are expected to apply this
Recommendation to such entities and groups, as deemed appropriate." In
compliance with this Recommendation, Rabobank has announced that it is
halting (to October 1) quarterly dividend payments on its CET1 instrument, the
€6.5%, which has always been variable. Outside the eurozone, Nationwide has its
£10.25% variable CET1 (CCDS) instrument.
The effective eurozone ban on bank equity dividends until at least October does
not cover AT1 coupons, with the Recommendation noting that the term
"dividend" applies to a distribution that is subject to shareholder approval at a
bank’s AGM. However, what worries us is (1) the swiftness of this ban, (2) the fact
that it does not explicitly carve out AT1 coupons as sacrosanct, and (3) the ECB’s
statement that banks’ shareholders must "join this collective effort" to ensure
banks’ continuing support of the economy, setting that against all the relief
measures granted to banks. We will return to this topic in the coming days.
European Banks | Europe
Selling the AT1 Rally
Many AT1s are up more than 10 points over the week. We
reverse our recommendations to buy considering the sheer
(and, to us, unexpected) magnitude of the move. Separately,
the ECB’s Recommendation to halt equity dividends does not
apply to AT1 coupons. Yet.
The move out in AT1 prices was violent, the move back in similarly so, although
even last week’s rally puts us still barely halfway back to the price highs of mid-
February. We certainly hadn’t expected such a swift rally and our
recommendations to buy were predicated on the resilience measures, the
structures and the valuations we analysed a week ago. Resilience and structures
are still of utmost importance, but clearly the valuation part of our analysis has
shifted dramatically.
Arguably, many AT1 still look tremendous value considering the resilience
measures of the issuers: The AT1s we recommended last week are now yielding
between 5.5% and 14.5% to call, instead of 10.5% to 22.5% to call. Considering
that bid/offers in the AT1 sector are generally 2-5 points, we did need a move of
the size we’ve seen to feel strongly motivated to reverse the trade ideas. But it’s
not just that.
We were caught off-guard by the ECB’s press release on Friday evening: We had
expected we would get at least another week or so’s leeway before more joinedup
advice on dividends came from the ECB’s Banking Supervision arm, instead of
the patchwork of commentary from national supervisors on this topic. Instead,
we got a rapid statement from the Governing Council itself. The
Recommendation is not only directed at significant financial groups supervised by
the SSM, but to all supervised entities in the eurozone, noting "The national
competent and designated authorities are expected to apply this
Recommendation to such entities and groups, as deemed appropriate." In
compliance with this Recommendation, Rabobank has announced that it is
halting (to October 1) quarterly dividend payments on its CET1 instrument, the
€6.5%, which has always been variable. Outside the eurozone, Nationwide has its
£10.25% variable CET1 (CCDS) instrument.
The effective eurozone ban on bank equity dividends until at least October does
not cover AT1 coupons, with the Recommendation noting that the term
"dividend" applies to a distribution that is subject to shareholder approval at a
bank’s AGM. However, what worries us is (1) the swiftness of this ban, (2) the fact
that it does not explicitly carve out AT1 coupons as sacrosanct, and (3) the ECB’s
statement that banks’ shareholders must "join this collective effort" to ensure
banks’ continuing support of the economy, setting that against all the relief
measures granted to banks. We will return to this topic in the coming days.
russiabond
Il mito, la leggenda.
Rabo ben acquistata
95,64
04/07/2020 - 11:53 CET
Dal momento che aperto
+3,13 (+3,38%)
Dall'ultima chiusura
+3,64 (+3,96%)
Miglior prezzo di offerta 94.90
Miglior prezzo richiesto 94.97
95,64
04/07/2020 - 11:53 CET
Dal momento che aperto
+3,13 (+3,38%)
Dall'ultima chiusura
+3,64 (+3,96%)
Miglior prezzo di offerta 94.90
Miglior prezzo richiesto 94.97
russiabond
Il mito, la leggenda.
VIVAT....punta verso quota 100
Vivat 18 variabile / illimitato su swap 5J EUR
soldi lettera Cambia lettera
90.97 95,04 + 3,09%
Vivat 18 variabile / illimitato su swap 5J EUR
soldi lettera Cambia lettera
90.97 95,04 + 3,09%
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