Titoli di Stato paesi-emergenti VENEZUELA e Petroleos de Venezuela - Cap. 1

[qquebec]

Sulla pdvsa 2015 non penso ci siano problemi le stesse riserve basterebbero , se vogliamo fare un parallelismo greco sembrerebbe l'estate 2011 quando la grecia rimborsava ma le 2012 iniziavano a quotare piuttosto basse...

Sul petrolio questo tracollo mi sorprende ... Capisco nel 2009 con crisi mondiale si era finito a 20 usd ed il magico roubini prevedeva 10 usd ...

Ma in un momento che sembra di ripresa un calo continuo mi sembra un po irrealistico , 2 anni fa voi avreste pensato ad un petrolio sotto 50 ?

Non sono mai stato complottista , ma i 'nemici' degli usa che si foraggiano a petrolio forse qualcuno vuole ridurli alla canna del gas...

Immagino tu illuda alle riserve statali. Quelle però non verranno utilizzate per i bond PDVSA. Il petrolio in ribasso, invece, in questo momento, è giustificato dall'entrata a pieno regime dell'Iran sul mercato (non ancora avvenuto) e dal rallentamento della crescita cinese. Se poi ci mettiamo che Opec non intende toccare il livello di produzione, i conti tornano.

 

[Magician]

CARACAS, Venezuela (AP) — Venezuela's opposition coalition announced Wednesday that it will list candidates on a single ballot card in parliamentary elections, signaling a commitment to unity.

The Dec. 6 election is the opposition's best chance in years to win a legislative majority against the ruling socialist party.

Opposition coalition spokesman Jesus Torrealba said late Wednesday that the 29-party coalition would pursue a single strategy and run all candidates together on the same ballot card.
Coalition leaders are counting on the dissatisfaction that sent young people into the streets in 2014 to help them win at the polls. They hope to mount a recall against President Nicolas Maduro, but interparty squabbling has sometimes handicapped that effort.
The deepest fault lines run between hardliners who support massive street protests and frequently call on President Nicolas Maduro to resign, and more moderate leaders who favor a focus on gradual electoral change.
Hardline leaders called the sometimes bloody street protests in 2014 that sought unsuccessfully to force Maduro from office. Others coalition members called the protests a bad idea.
The divisions were recently on display when some opposition leaders supported a street protest, but the coalition as a whole did not. Some opposition members also disagreed about whether to hold open primaries for the Dec. 6 elections, or pre-select candidates. The coalition ultimately opted to pre-select most candidates, but also hold some primary contests.
The government in recent days has disqualified several opposition candidates from holding office, without saying why.
On Thursday, Torrealba said on his Twitter account that the moves against government critics were reason to fight and unify behind the coalition's candidates.
Also on Thursday, Venezuelan food officials rolled back an order that would have forced private companies to distribute food staples to a network of state-run supermarkets.
A food industry group earlier this week said federal authorities ordered producers of milk, pasta, oil and other goods to supply between 30 percent and 100 percent of their products to the state stores. Manufacturers said they warned the order could cause major supply problems.
Federal officials did not explain why the initial order was voided.

 

[m.m.f]

Il petrolio c'è il rischio concreto che faccia un nuovo minimo ,non penso 30 ma 40 non lo escludo.Così faranno nuovi minimi a breve anche i nostri bond. Tutti i bond oil correlated soffrono ,crollano le Russia figuriamoci le Venezuela. Come paragonare una parete d'acciaio a una parete di cartongesso...................

Comunque per quest'anno può essere stanno in piedi ,il prossimo salvo un miracolo saltano.

 

[m.m.f]

Venezuela Bonds Worth Holding to Morgan Stanley as Reserves Fall - Bloomberg Business

 

[tommy271]

Crudo internacional cayó por tercer día consecutivo


[FONT=&quot] El WTI bajó 1,17 % y el Brent 0,63%

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24-07-2015 05:55:49 p.m. | EFE.- El barril de crudo Brent para entrega en septiembre cerró hoy en el mercado de futuros de Londres en 54,62 dólares, un 1,17 % menos que al término de la sesión anterior.
El crudo del mar del Norte, de referencia en Europa, terminó la sesión en el International Exchange Futures (ICE) con una bajada de 65 centavos de dólar respecto a la última negociación, cuando finalizó en 55,27 dólares.

El Brent, que ha caído en 13 de las últimas 15 sesiones, su periodo más débil desde 2008, ha retrocedido casi un 13 % en el mes de julio, la mayor bajada en un mes desde enero, cuando se dejó casi un 19 %.
El crudo, que ha encadenado su tercera semana consecutiva en rojo, cayó sacudido por los decepcionantes datos manufactureros en China.

Por otra parte, el petróleo intermedio de Texas (WTI) bajó hoy 0,63% y cerró en 48,14 dólares el barril, acumulando un descenso semanal del 5,40 % causado por la sostenida crisis de exceso de oferta de crudo, el aumento de las reservas nacionales y el fortalecimiento del dólar.

Al final de la sesión de operaciones a viva voz en la Bolsa Mercantil de Nueva York (Nymex), los contratos futuros del crudo WTI para entrega en septiembre bajaron 31 centavos respecto al cierre de la jornada anterior.

Respecto al cierre del viernes pasado, el descenso ha sido de 2,75 dólares, cuando cotizaba a 50,89 dólares, si bien esta semana se cambió el mes de referencia de agosto a septiembre.

El "oro negro" vivió una nueva jornada de descensos por las perspectivas de que la crisis de exceso de oferta de crudo siga sostenida en el tiempo y como corolario a una semana en la que perdió la barrera de los 50 dólares.

Los precios vuelven a estar en los peores niveles del mes de abril y han borrado el ligero repunte que lo llevó por encima de los 60 dólares en mayo y junio y desde entonces los precios han caído un 20 %.

La crisis en Grecia y, últimamente, la inminente incorporación de Irán al mercado tras el pacto nuclear con las grandes potencias han empeorado la situación, a la que se ha sumado la hegemonía del dólar en el mercado de divisas.

Por su parte, los contratos de gasolina para entrega en agosto, mes todavía de referencia, bajaron tres centavos hasta los 1,82 dólares el galón (3,78 litros).

Mientras, los de gasóleo para calefacción para entrega en el mismo mes bajaron dos centavos hasta los 1,63 dólares el galón.
Finalmente, los contratos de gas natural para entrega en agosto bajaron cuatro centavos y cerraron en 2,78 dólares por cada mil pies cúbicos.

Leer más en: http://www.elmundo.com.ve/noticias/...-por-tercer-dia-consecutiv.aspx#ixzz3gtQBIom1
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[tommy271]

Cotizaciones de monedas latinoamericanas frente al dólar estadounidense


[FONT=&quot] Estas son las cotizaciones de las modenas latinoamericanas respecto al dólar de Estados Unidos

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24-07-2015 06:55:39 p.m. | EFE.- Precios de venta de hoy de las monedas de América Latina, en relación con el dólar estadounidense y su variación respecto de la jornada anterior.

Países Moneda Precios Variación

ARGENTINA Peso 9,17 ( 0,00 %)


BOLIVIA Boliviano 6,96 ( 0,00 %)

BRASIL Real 3,349 (-1,63 %)

COLOMBIA Peso 2.858,88 (-1,81 %)

COSTA RICA Colón 540,70 ( 0,00 %)

CUBA Peso/CUC 1,00 (controlado)

CHILE Peso 661,30 (-0,73 %)

EL SALVADOR Colón 8,75 ( 0,00 %)

GUATEMALA Quetzal 7,66 (-0,13 %)

HONDURAS Lempira 22,09 (-0,04 %)

MÉXICO Peso 16,25 (-0,55 %)

NICARAGUA Córdoba 27,33 ( 0,00 %)

PARAGUAY Guaraní 5.151 (-0,01 %)

PERÚ Sol 3,210 ( 0,00 %)

R.DOMINICANA Peso 45,11 (-0,06 %)

URUGUAY Peso 28,80 (-0,70 %)

VENEZUELA Bolívar Fuerte 6,30 (controlado)

(La moneda de Ecuador y Panamá es el dólar estadounidense).

Leer más en: http://www.elmundo.com.ve/noticias/...latinoamericanas-frente-al.aspx#ixzz3gtQlUgso
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[tommy271]

Venezuela Bonds Worth Holding to Morgan Stanley as Reserves Fall - Bloomberg Business

A parte il report ... mi piacerebbe sapere come si muove sul terreno MS .

 

[qquebec]

A parte il report ... mi piacerebbe sapere come si muove sul terreno MS .

Si muove così.... Morgan Stanley recommends holding the country’s bonds, especially Petroleos de Venezuela SA’s bonds due in 2022, which yield 34 percent. Prices are so low that the odds of a default are arguably priced in, Tancsa wrote

 

[qquebec]

Si muove così.... Morgan Stanley recommends holding the country’s bonds, especially Petroleos de Venezuela SA’s bonds due in 2022, which yield 34 percent. Prices are so low that the odds of a default are arguably priced in, Tancsa wrote

Però qui, secondo me, ha ragione da vendere chi scrive che il bilancio del Venezuela non rispecchia la realtà delle cose: c'è molto marcio, molto mercato nero degli idrocarburi e sicuramente girano milioni (e forse anche miliardi) di dollari fuori bilancio. Il che non significa che sia rassicurante, anzi la mancanza di trasparenza allontana gli investitori, ma forse c'è interesse a far vedere il bicchiere più vuoto di quanto sia.

 

[Camfin]

Jamaica has forged a deal to retire $3 billion in oil debts to Venezuela

KINGSTON, Jamaica (AP) -- Jamaica has forged a deal to retire $3 billion in oil debts to Venezuela thanks to bond sales.

In a Friday statement, Jamaica said it has issued roughly $2 billion in bonds on the international capital market that will pay down the debt it accumulated through Petrocaribe, a Venezuelan program that provides fuel to countries at market prices but under generous credit terms.

Officials say a negotiated settlement with Caracas will dismiss about $3 billion in long-term debt in exchange for $1.5 billion. It was not immediately clear Friday if Jamaica's deal will retire all of its Petrocaribe debt.

The finance ministry said this week's bond issue transaction was "the largest capital markets fundraising ever undertaken by the government of Jamaica."

Jamaica's Petrocaribe settlement is similar to one the Dominican Republic negotiated with Venezuela earlier this year. That Caribbean country dismissed $4 billion in Petrocaribe debt in exchange for $2 billion.

On Thursday, IMF Communications Director Gerry Rice said the organization supports Jamaica's debt buyback.

"It's an important step in reducing the value of the country's public debt and will help to put debt firmly on a downward trajectory," Rice told reporters.

Jamaica is in the third year of a four-year $930 million loan package with the International Monetary Fund and it has passed consecutive tests without shortfalls.