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

[russiabond]

BUY ANSALDO 2020 12 giorni al rimborso ...


@ 99,60 sul TLX gli ultimi 2 lotti li ho comprati io

ne ho fatti altri 200K

totale 1 milione e vado all'incasso buon trading a tutti

 

[Rottweiler]

Non ricordo di aver mai letto previsioni tanto discordanti tra i guru della finanza:

Hedge fund Elliott says stocks could fall 50% from February highs

JPMorgan's market guru, who called the turn, sees a 'full asset price recovery' by first half 2021 | News Break

Solo per citarne un paio...

 

[russiabond]

TOTALE PORTAFOGLIO.



1200 K SALINI 2027 @ 86,68 circa marginato 80% (ITALIA)

1000 K ANSALDO 2020 scadenza 11 Giorni @ 99,67 a fine corsa marginato 80% (ITALIA)

600 K VIVAT At 1 assicurativo @ 82,36 XS1835946564 marginato 40% (OLANDA)

400 K RABOBANK AT 1 @ 99,50 cedola 5,50 % prossima call 29.06.2020 post call 5,25% XS117191451 marginata 40% (OLANDA)

300 K CREDITO Valtellinese Sub T 2 8,25% @ 98 XS1590496987 marginato 80% (ITALIA)

300 K NOVO BANCO Sub T 2 8,5% @ 77 PTNOBFOM0017 nessuna marginazione (PORTOGALLO)

200 K ERSTE GROUP BANK AT 1 cedola 5,125% call 2025 @ 91,98 XS1961057780 marginata 40% (AUSTRIA)

200 K Landesbank Baden-Württemberg AT 1 @ 80 cedola 4% DE000LB2CPE5 marginato 40%(GERMANIA )

200 K Volksbank Wien AT 1 @ 83,825 cedola 7,75% marginato 40% AT000B121991 (AUSTRIA )


1 milione di ANSALDO TUTTE CONTROPARTE HA VENDUTO SHORT CONFERMATO DALLA TESORERIA della BANCA


liquido per 400.000 €

screen portafoglio con aggiornamento prossimi giorni

buon trading a tutti.

 

[Ventodivino]

Io penso che alcune simulazioni andrebbero fatte anche sulle nostre banche.

 

[Ventodivino]

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Neel Kashkari: Big US banks should raise $200bn in capital now Biggest lenders must prepare for the worst to survive deep economic downturn, writes Fed official NEEL KASHKARI Add to myFT Neel Kashkari: ‘Unlike the rest of us, banks have the ability to essentially vaccinate themselves against this crisis. They should do so now’ © AP Share on Twitter (opens new window) Share on Facebook (opens new window) Share on LinkedIn (opens new window) Save Neel Kashkari 10 HOURS AGOPrint this page76 Be the first to know about every new Coronavirus story Get instant email alerts The writer, president and chief executive of the Federal Reserve Bank of Minneapolis, oversaw the Troubled Asset Relief Program in 2008-09 Large banks are eager to be part of the solution to the coronavirus crisis. The most patriotic thing they could do today would be to stop paying dividends and raise equity capital, to ensure that they can endure a deep economic downturn. Unlike the rest of us, banks have the ability to essentially vaccinate themselves against this crisis. They should do so now. When financial strains emerged in 2007, US officials urged large bank chief executives to raise equity to make sure they had the wherewithal to survive a crisis. The most common answer was: “We’re fine. We don’t need it. Our balance sheet is rock solid.” They only realised that they had serious problems after the deep losses were obvious to everyone, especially financial markets. At that point it was much more difficult, if not impossible, for them to issue equity because their stock prices had already collapsed. And that was when governments in the US and elsewhere had no choice but to step in with bailouts. Here is how a prolonged Covid-19 crisis could put banks at risk again. We have already heard stories about how US small businesses, having laid off their staffs, tell their landlords they will not pay rent until the crisis passes. The landlords then tell their bankers they will not make the mortgage payment. Multiply that example by thousands. The economic costs of the crisis eventually roll up into the banking sector. Banks have to pay the interest on their own liabilities, such as deposits. Doing otherwise would trigger a default. So they must pay their creditors while absorbing the losses out of their equity. While banks have more equity today than they had going into the 2008 financial crisis, the lockdowns are imposing economic hardship far more quickly this time. We simply do not know how large the losses from this crisis will be, because the depth and duration of the downturn depends on how the virus progresses and how our healthcare systems respond. Experts say a vaccine will not be ready for 18 months. Will new therapies emerge sooner that allow us to relax the economic shutdown while still protecting people? Nobody knows. It is not hard to see scenarios where we have to impose some economic controls for months on end. In 2009, according to the Centers for Disease Control and Prevention, 61m Americans, or roughly 20 per cent of the population, contracted swine flu. Fortunately the mortality rate was low. There is still tremendous uncertainty around the Covid-19 death rate. Even if government officials relax official controls, should the virus continue to spread rapidly Americans will socially distance on their own. Most people are not going to expose their families to serious health risks if they can avoid it. Recommended LexUS banks US banks/loan losses: standard bearers Premium An extended economic downturn could easily sap banks’ current equity capital. Stress test modelling by the Minneapolis Fed indicates that under severe Covid-19 scenarios, large banks, those with assets greater than $100bn each, could together lose hundreds of billions of dollars of equity capital. Banks will argue that this crisis is not their fault, any more than it is the fault of airlines or hotel operators. So why should they not get a bailout too? There is an important difference: we can see this risk coming and banks have time to prepare for it. Airlines and hotel companies did not have advance warning. Everyone else is doing extraordinary things. People are staying home and sacrificing their livelihoods to slow the virus. First responders are working night and day to care for the sick, while potentially exposing themselves. Congress just passed a $2tn rescue package. The Federal Reserve has launched numerous emergency lending programmes. Banks must do their part by discontinuing dividends and raising capital now. In 2008, US taxpayers injected about $200bn of capital to strengthen banks. Raising that amount from private investors today, as a strong, preventive measure, would ensure that large banks can support the economy over a broad range of virus scenarios. If the crisis turns out less serious than we fear, banks can return the capital through buybacks and dividends once the crisis passes. We will then celebrate their action to support the public during a national emergency. As bankers are fond of telling their clients: no one has ever regretted raising capital.


PS
Chi ha scritto l'articolo non è un giornalista spiritoso :
Da wiki :
Neel Tushar Kashkari[1] (born July 30, 1973) is an American banker and politician who is President of the Federal Reserve Bank of Minneapolis. As interim Assistant Secretary of the Treasury for Financial Stability from October 2008 to May 2009, he oversaw the Troubled Asset Relief Program (TARP) that was a major component of the U.S. government's response to the financial crisis of 2007–08.

 

[marc]

TOTALE PORTAFOGLIO.



1200 K SALINI 2027 @ 86,68 circa marginato 80% (ITALIA)

1000 K ANSALDO 2020 scadenza 11 Giorni @ 99,67 a fine corsa marginato 80% (ITALIA)

600 K VIVAT At 1 assicurativo @ 82,36 XS1835946564 marginato 40% (OLANDA)

400 K RABOBANK AT 1 @ 99,50 cedola 5,50 % prossima call 29.06.2020 post call 5,25% XS117191451 marginata 40% (OLANDA)

300 K CREDITO Valtellinese Sub T 2 8,25% @ 98 XS1590496987 marginato 80% (ITALIA)

300 K NOVO BANCO Sub T 2 8,5% @ 77 PTNOBFOM0017 nessuna marginazione (PORTOGALLO)

200 K ERSTE GROUP BANK AT 1 cedola 5,125% call 2025 @ 91,98 XS1961057780 marginata 40% (AUSTRIA)

200 K Landesbank Baden-Württemberg AT 1 @ 80 cedola 4% DE000LB2CPE5 marginato 40%(GERMANIA )

200 K Volksbank Wien AT 1 @ 83,825 cedola 7,75% marginato 40% AT000B121991 (AUSTRIA )


1 milione di ANSALDO TUTTE CONTROPARTE HA VENDUTO SHORT CONFERMATO DALLA TESORERIA della BANCA


liquido per 400.000 €

screen portafoglio con aggiornamento prossimi giorni

buon trading a tutti.

Ciao Russia,
Non ho capito ..qlcn è andato short su Ansaldo bond 2020?

 

[russiabond]

Ciao Russia,
Non ho capito ..qlcn è andato short su Ansaldo bond 2020?

le vendono short come l'altra volta ...perchè la mia tesoreria mi segnala che non vi è stat la consegna del titolo lo vedi ...annotazione poi l'altra volta li hanno consegnati prima 1 milione poi dopo molto anche gli altri...

infatti adesso ho il blocco su ilteriori acquisti come fecero l'altra volta quando superi un tot size short ti bloccano altri acquisti ...la controparte vende il titolo senza consegnartelo hanno un tot di giorni per chiudere l'operazione o pagarti cash più interessi...

MtoM 4488 leva 1000

 

[marc]

le vendono short come l'altra volta ...perchè la mia tesoreria mi segnala che non vi è stat la consegna del titolo lo vedi ...annotazione poi l'altra volta li hanno consegnati prima 1 milione poi dopo molto anche gli altri...

infatti adesso ho il blocco su ilteriori acquisti come fecero l'altra volta quando superi un tot size short ti bloccano altri acquisti ...la controparte vende il titolo senza consegnartelo hanno un tot di giorni per chiudere l'operazione o pagarti cash più interessi...

MtoM 4488 leva 1000

Vedi l'allegato 554066

Vedi l'allegato 554067

Ti seguo e ricordo quanto scrivesti la volta precedente. Non capisco perchè vanno short

 

[frmaoro]

Operazione

Acquisto Codice Pdn O01NebB6Br2L
Qtà/VN 100000 Qtà Eseguita 100000
Prezzo Limite 65.6 Strategia
Prz. stop Leva -
Ordine Associato Stato E
Comm. Vincolate 12.00

Momento Continua
Data Validità 17/04/2020 Data Valuta 21/04/2020
Parametri Cambio Provvisorio
Qtà Min. Cambio Definitivo
Qtà Vis. Best Execution No
Divisa Reg. EUR Rateo 1967.2131
Coef. Inflaz. 1 Imp. Rateo/Disaggio 511.48

 

[darkog]

Operazione

Acquisto Codice Pdn O01NebB6Br2L
Qtà/VN 100000 Qtà Eseguita 100000
Prezzo Limite 65.6 Strategia
Prz. stop Leva -
Ordine Associato Stato E
Comm. Vincolate 12.00

Momento Continua
Data Validità 17/04/2020 Data Valuta 21/04/2020
Parametri Cambio Provvisorio
Qtà Min. Cambio Definitivo
Qtà Vis. Best Execution No
Divisa Reg. EUR Rateo 1967.2131
Coef. Inflaz. 1 Imp. Rateo/Disaggio 511.48

Non ho capito cos'è..