PTT職涯區 / Stock (股票)

[新聞]瑞銀對瑞信提出要約，考慮債券持有人損失

看板Stock (股票)作者 (終於懂了)時間1天前 (), 編輯推噓206(209推 3噓 203→)
留言415則, 115人參與, 1天前最新討論串1/1
原文標題： UBS makes offer for Credit Suisse, bondholder losses considered 瑞銀對瑞士信貸提出要約，考慮債券持有人的損失 原文連結： https://reurl.cc/WDNxXe 發布時間：2023/3/19 記者署名： Stefania Spezzati, Oliver Hirt and John O'Donnell 原文內容： March 19 (Reuters) - UBS Group AG (UBSG.S) is in emergency talks to buy fellow Swiss banking giant Credit Suisse (CSGN.S) as authorities bid to stave off turmoil when global markets reopen on Monday, with reports saying UBS has offered to pay up to $1 billion. Swiss authorities are examining imposing losses on Credit Suisse bondholders as part of a rescue, two sources with knowledge of the matter said on Sunday, while European regulators are apprehensive for fear it could hit investor confidence elsewhere. Authorities have been racing to rescue the 167-year-old bank, among the world's largest wealth managers, to avoid a collapse in confidence among investors as some banks struggle with the fallout of rapidly rising central bank interest rates. As one of 30 global banks seen as systemically important, any deal for Credit Suisse could have major repercussions for bank valuations. 瑞銀集團 (UBSG.S) 正在就收購事宜進行緊急談判瑞士銀行業巨頭瑞士信貸 (CSGN.S) 當局試圖阻止週一全球市場重新開放時動盪不安，有報導稱瑞銀已願意支付高達 10 億美元。 瑞士當局正在審查對瑞士信貸債券持有人施加損失作為救援的一部分，兩名知情人士 周日表示，而歐洲監管機構擔心它可能會打擊投資者別處的信心。 Bloomberg News, citing people with knowledge of the matter, said Credit Suisse was resisting the offer of up to $1 billion, believing it to be too low and that it would hurt shareholders and employees who hold deferred stock. Credit Suisse and UBS declined to comment, and the Swiss government did not immediately respond to a request for comment. The Financial Times reported that the all-share deal was set to be signed as early as Sunday. Citing people familiar with the matter, it said an offer made on Sunday was of 0.25 Swiss francs ($0.27) per Credit Suisse share, well below Friday's closing price of 1.86 Swiss francs and all but wiping out the bank's existing shareholders. UBS has also insisted on a "material adverse change" that voids the deal in the event its credit default spreads jump by 100 basis points or more, the report added. It said there was no guarantee that terms will remain the same or that a deal would be reached. A person with knowledge of the talks earlier told Reuters that UBS sought $6 billion from the Swiss government as part of a possible purchase of its rival. The guarantees would cover the cost of winding down parts of Credit Suisse and potential litigation charges. 心得/評論： 這則最新的新聞重點在瑞士當局正在審查對瑞士信貸債券持有人施加損失作為救援 的一部分，台灣之前調查有2000億的瑞信部位，應該大多都是債券，萬一債券持有 人要被犧牲，台灣壽險股可能會被外資大賣... -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 49.216.41.3 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1679238401.A.006.html
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03/19 23:07, 1天前 , 1F
03/19 23:07, 1F
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03/19 23:08, 1天前 , 2F
這新聞上面的應該有些不是債券吧? 還是說大部分是?
03/19 23:08, 2F
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03/19 23:12, 1天前 , 3F
最近每個週日都很熱鬧，Drama一堆
03/19 23:12, 3F
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03/19 23:13, 1天前 , 4F
完了
03/19 23:13, 4F
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03/19 23:13, 1天前 , 5F
外資一直賣金金
03/19 23:13, 5F
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03/19 23:14, 1天前 , 6F
03/19 23:14, 6F
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03/19 23:15, 1天前 , 7F
慘...之前反彈是彈瑞信的利多結果現在...
03/19 23:15, 7F
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03/19 23:15, 1天前 , 8F
03/19 23:15, 8F
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03/19 23:17, 1天前 , 9F
TLAC GG
03/19 23:17, 9F
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03/19 23:18, 1天前 , 10F
債券變大便囉
03/19 23:18, 10F
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03/19 23:19, 1天前 , 11F
金融股信徒: 套著沒配息也舒服
03/19 23:19, 11F
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03/19 23:19, 1天前 , 12F
這根台灣壽險業一點關係也沒有吧
03/19 23:19, 12F
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03/19 23:19, 1天前 , 13F
壽險業一堆TLAC債券 可能會轉成股票
03/19 23:19, 13F
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03/19 23:20, 1天前 , 14F
能持有到期的債券才有價值 不能的就買到空氣吃筍
03/19 23:20, 14F
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03/19 23:20, 1天前 , 15F
會影響到其他債券的價格嗎?
03/19 23:20, 15F
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03/19 23:22, 1天前 , 16F
一般資本如果不夠燒 就是次債跟TLAC下來幫忙補
03/19 23:22, 16F
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03/19 23:22, 1天前 , 17F
舊聞了 最新是瑞士政府晚點有重大記者會
03/19 23:22, 17F
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03/19 23:22, 1天前 , 18F
美國國債還能持有到期回本 這個....
03/19 23:22, 18F
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03/19 23:22, 1天前 , 19F
我是覺得收歸國有比較快
03/19 23:22, 19F
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03/19 23:22, 1天前 , 20F
政府開記者會 這要國有了
03/19 23:22, 20F
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03/19 23:25, 1天前 , 21F
什麼時候開
03/19 23:25, 21F
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03/19 23:26, 1天前 , 22F
收歸國有也有分 先破產清算再接管 還是直接買下股份
03/19 23:26, 22F
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03/19 23:26, 1天前 , 23F
問就是公告地價徵收
03/19 23:26, 23F
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03/19 23:28, 1天前 , 24F
終於可以看到TLAC有可能派上用途
03/19 23:28, 24F
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03/19 23:28, 1天前 , 25F
瑞信覺得很難進入全額破產清算 量體過大
03/19 23:28, 25F
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03/19 23:29, 1天前 , 26F
一定噴
03/19 23:29, 26F
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03/19 23:29, 1天前 , 27F
現在市場押注政府會吃下債券價格大噴
03/19 23:29, 27F
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03/19 23:29, 1天前 , 28F
國泰金表示:
03/19 23:29, 28F
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03/19 23:29, 1天前 , 29F
TLAC直接轉換了吧
03/19 23:29, 29F
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03/19 23:30, 1天前 , 30F
應該是牽扯到瑞士政府的金融地位 不能搞得太難看
03/19 23:30, 30F
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03/19 23:30, 1天前 , 31F
那就是政府全額收購 如果沒有走破產 債券safe
03/19 23:30, 31F
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03/19 23:30, 1天前 , 32F
還直接變成類公債
03/19 23:30, 32F
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03/19 23:30, 1天前 , 33F
應該說公有金融債
03/19 23:30, 33F
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03/19 23:31, 1天前 , 34F
會不會換政府破產？
03/19 23:31, 34F
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03/19 23:32, 1天前 , 35F
除非瑞士法郎沒救 不然要怎麼破產
03/19 23:32, 35F
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03/19 23:32, 1天前 , 36F
我是覺得債券投資人應該完蛋
03/19 23:32, 36F
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03/19 23:32, 1天前 , 37F
看瑞士政府怎麼定
03/19 23:32, 37F
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03/19 23:32, 1天前 , 38F
看要不要去求歐盟阿
03/19 23:32, 38F
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03/19 23:33, 1天前 , 39F
當然是全部轉完再收購
03/19 23:33, 39F
還有 336 則推文
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03/20 03:58, 1天前 , 376F
是說 這個wipeout會有金融機構暴雷嗎？數額不算小
03/20 03:58, 376F
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03/20 03:58, 1天前 , 377F
欸
03/20 03:58, 377F
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03/20 04:09, 1天前 , 378F
應該有人被推銷買這間債券吧
03/20 04:09, 378F
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03/20 04:09, 1天前 , 379F
金融債抖 買高利特就好了
03/20 04:09, 379F
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03/20 04:11, 1天前 , 380F
高特利
03/20 04:11, 380F
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03/20 04:38, 1天前 , 381F
砍到AT1 和 CET1 公司內部股票而已
03/20 04:38, 381F
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03/20 04:38, 1天前 , 382F
台灣金融業應該都是買優先債吧
03/20 04:38, 382F
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03/20 05:14, 1天前 , 383F
沒救真會倒 被硬併暫活 下一家看又換誰倒
03/20 05:14, 383F
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03/20 06:07, 1天前 , 384F
想看台灣大場面+1
03/20 06:07, 384F
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03/20 06:10, 1天前 , 385F
把債卷當資產的遊戲，走到頭了嗎？…
03/20 06:10, 385F
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03/20 06:33, 1天前 , 386F
不吞就是客戶走光光 收了沒用的東西
03/20 06:33, 386F
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03/20 06:45, 1天前 , 387F
IBIZA 連文章都不會看，繞過哪個股東會都搞錯，你
03/20 06:45, 387F
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03/20 06:45, 1天前 , 388F
人設還好嗎？XD
03/20 06:45, 388F
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03/20 06:52, 1天前 , 389F
AT1啦
03/20 06:52, 389F
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03/20 06:56, 1天前 , 390F
國泰30收
03/20 06:56, 390F
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03/20 06:57, 1天前 , 391F
18124不要再造謠了
03/20 06:57, 391F
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03/20 06:59, 1天前 , 392F
既然瑞銀接手，那瑞信債券應該穩了吧
03/20 06:59, 392F
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03/20 07:12, 1天前 , 393F
壽險會買TLAC和次順位債呀
03/20 07:12, 393F
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03/20 07:12, 1天前 , 394F
直接歸零 哈哈
03/20 07:12, 394F
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03/20 07:15, 1天前 , 395F
早說國泰金別亂買
03/20 07:15, 395F
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03/20 07:18, 1天前 , 396F
感謝樓上網友分享消息
03/20 07:18, 396F
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03/20 07:20, 1天前 , 397F
CNBC說32億
03/20 07:20, 397F
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03/20 07:26, 1天前 , 398F
零股仔信徒：套著也舒服
03/20 07:26, 398F
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03/20 07:27, 1天前 , 399F
沒砍到次順位啊 甚至連動債都沒損失
03/20 07:27, 399F
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03/20 07:28, 1天前 , 400F
CETI股東損失 加上AT1(coco)債減免 沒有再減下去
03/20 07:28, 400F
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03/20 07:29, 1天前 , 401F
瑞士法律規定 政府出來擔保的話 銀行要減免AT1
03/20 07:29, 401F
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03/20 07:30, 1天前 , 402F
只要不破產 你買瑞信連動債 都有接手的要繼續付錢
03/20 07:30, 402F
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03/20 07:32, 1天前 , 403F
大樹金的350E龜苓膏？
03/20 07:32, 403F
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03/20 07:36, 1天前 , 404F
瑞銀股東可憐哪
03/20 07:36, 404F
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03/20 08:03, 1天前 , 405F
這就是資本主義…
03/20 08:03, 405F
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03/20 08:05, 1天前 , 406F
要去看大家買什麼啦
03/20 08:05, 406F
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03/20 08:07, 1天前 , 407F
公司債本來就是沒100%擔保的商品
03/20 08:07, 407F
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03/20 08:13, 1天前 , 408F
就說把債卷當資產，這不是件奇怪的事？是說現代遊戲
03/20 08:13, 408F
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03/20 08:13, 1天前 , 409F
規則這樣玩，你不想玩也不行
03/20 08:13, 409F
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03/20 10:27, 1天前 , 410F
併購減記願有債券不是常識嗎？不然你買金融債是追求
03/20 10:27, 410F
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03/20 10:28, 1天前 , 411F
超額報酬嗎？要不是金融債ETF沒券空，不然我早空了
03/20 10:28, 411F
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03/20 12:02, 1天前 , 412F
大樹金買的又不是at1
03/20 12:02, 412F
噓
03/20 12:06, 1天前 , 413F
該擔心的是那些買了保險的保戶吧 萬一垮台自己那些
03/20 12:06, 413F
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03/20 12:06, 1天前 , 414F
保單該怎麼辦
03/20 12:06, 414F
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03/20 12:06, 1天前 , 415F
又不像現金點一點就可以轉出去了
03/20 12:06, 415F
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