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

[frmaoro]

Non ho capito cos'è..

Tipo prodotto Cash (Obbligazioni, tit.stato) Titolo MPS-FIX TO CMS CALL SUB 22GE30
Codice Isin XS2106849727 Mercato EuroTlx (Milano)
Ordine
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

 

[montebar]

le mie più recenti operazioni
ho venduto la Santander Coco perpetua 6,25% che ha sospeso la cedola, a 95,883
ho venduto la main 5,75% perpetua a 97
ho acquistato credito svizzero in franchi, Coco, 3,5%, perpetua, a 96,75

 

[mikim]

le mie più recenti operazioni
ho venduto la Santander Coco perpetua 6,25% che ha sospeso la cedola, a 95,883
ho venduto la main 5,75% perpetua a 97
ho acquistato credito svizzero in franchi, Coco, 3,5%, perpetua, a 96,75

potresti postare gli Isin cortesemente?

 

[Cat XL]

ho venduto la Santander Coco perpetua 6,25% che ha sospeso la cedola, a 95,883

ISIN XS1107291541?

Quando avrebbe sospeso o skippato la cedola?

 

[montebar]

isin credito svizzero é ch0428194226, 3,5%
mi pare che le prossime trimestrali fino ad ottobre non saranno pagate
cosi un comunicato di Santander se non ricordo male
ma. non é l'unica banca ad essersi uniformata ai dettami bce

 

[Ventodivino]

Vedi l'allegato 554026



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

La risposta europea alle banche USA :




European Banks Seek to Avert Stashing Billions for Bad Loans
By
Nicholas Comfort
,
Steven Arons
, and
Sonia Sirletti
17 aprile 2020, 11:51 CEST Updated on 17 aprile 2020, 14:03 CEST

• 
  Predicting quick rebound can lower first-quarter, future costs
• 
  ECB has signaled support for assumptions of recovery this year

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European banks are seeking to avoid setting aside billions of euros to cover bad loans after the coronavirus outbreak, in a departure from U.S. competitors collectively taking a $25 billion hit.



European lenders are set to report comparatively small increases in loan loss reserves in the first quarter and plan a similar approach during the rest of the year, according to senior bankers and regulators, who asked not to be identified because the earnings figures have yet to be released. They have the blessing of regulators to be flexible applying rules to avoid a spike in provisions.



flexibility in accounting rules to avoid a sharp increase in provisions and ensure that they can keep lending to companies.


“Regulators have told banks not to apply accounting rules too strictly,” Alexandra Annecke, who helps manage more than 340 billion euros ($372 billion) including European bank stocks at Union Investment, said in a phone interview. “We’re asking ourselves just how much the results will correspond with reality.”

Geography also matters when assessing the impact of the virus as countries such as Italy and Spain have endured the most deadly outbreaks.

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“There is enough visibility on the economic deterioration expected for 2020 that banks could (indeed, should) start building additional provision reserves” in the first quarter, Daragh Quinn, an analyst at Keefe, Bruyette & Woods, wrote in a report on Spanish banks on Friday. “Although we think it more likely that the peak of provisions will come in the second half of this year or in 2021.”

European bank earnings season gets underway next week with Switzerland’s Credit Suisse Group AG the first major lender to report on April 23 and big competitors in the euro area following in the days and weeks thereafter. The big U.S. banks have been releasing their earnings in recent days.

UBS Group AG said last week that it recorded its strongest quarter in two years, giving investors a first glimpse into European lenders’ performance during the early days of the crisis. ABN Amro Bank NV said at the end of March that it expects to post a first-quarter loss after the cost of risk jumped and its clearing business suffered a virus-related pretax hit of $250 million.

Crisis Preparation
Other lenders have signaled preparations for difficult times ahead. Banks across the European continent and the U.K. have postponed dividend payouts and share buybacks, suspended job-cutting plans and reduced executive pay and bonuses.

The approach expected to be adopted by European banks is in stark contrast to the stance taken by rivals in the U.S., where the top five lenders set aside about $25 billion in the first quarter for expected bad loans. That included $8.29 billion at JPMorgan Chase & Co., the biggest provision in at least a decade and more than double what some analysts expected.

Another reason banks in Europe won’t take large provisions is because they are far less profitable than their U.S. peers and can’t afford to do so, according to a senior European banking regulator who asked not to be identified because of the sensitive nature of the discussions.


U.S. banks were able to cushion the effect of higher provisions with a jump in revenue from trading stocks and bonds in the first quarter amid the wild market swings following the outbreak.

Banks’ assessments of how the wider economy will fare are a crucial metric in determining how much money they need to set aside. The European Central Bank, which oversees the euro area’s biggest lenders, has signaled that it would be sympathetic to optimistic projections.

The ECB “would not object” if lenders assume in their risk provisioning that there could be an economic rebound this year, it said in a recent letter to banks. It also encouraged them to use its latest macroeconomic projections, which predate the effect of the lock down, as “anchor points.”

— With assistance by Charlie Devereux

 

[Cat XL]

isin credito svizzero é ch0428194226, 3,5%
mi pare che le prossime trimestrali fino ad ottobre non saranno pagate
cosi un comunicato di Santander se non ricordo male
ma. non é l'unica banca ad essersi uniformata ai dettami bce

Mi sa che confondi dividendi azionari con coupon dei bond.

 

[montebar]

sarei molto contento se fosse come dici tu. speriamo sia cosi
ma allora dopo il comunicato perché quella Santander é crollata da 105 a 80?

 

[cpandrea]

sarei molto contento se fosse come dici tu. speriamo sia cosi
ma allora dopo il comunicato perché quella Santander é crollata da 105 a 80?

tutte o quasi le T1 sono crollate nelle ultime settimane (mesi)
anche io non ricordo di aver letto nulla di sospensione pagamento interessi T1 santander

 

[Cat XL]

sarei molto contento se fosse come dici tu. speriamo sia cosi
ma allora dopo il comunicato perché quella Santander é crollata da 105 a 80?

Quale comunicato? Crollata quando? E' crollato tutto ultimamente.

Questa mi sembra quella che non e' stata callata l'anno scorso.

Vabbe' lasciamo perdere.