Obbligazioni societarie La saga della famiglia Espírito Santo: cosa succederà alle obbligazioni BES ed ESFG? (14 lettori)

[Fabrib]

Fundo de Resolução abre caminho a reforço do Estado no Novobanco para mais de 5%

O Fundo de Resolução abdicou dos direitos de conversão de créditos fiscais do Novobanco, permitindo ao Estado aumentar a sua posição no banco para mais de 5%.

eco.sapo.pt

... Tuttavia, a causa dei crediti d'imposta già attribuiti all'istituto finanziario fino al 2020, la prospettiva è che la posizione del Fondo di risoluzione sarà ulteriormente ridotta, al solo 9,05%, con la partecipazione dello Stato del 15,95%...

Novo Banco, S.A. informs about the register of the share capital increase Novo Banco, SA (“novobanco” or the “Bank”) informs that, following the Shareholders Meeting held on the 25th of October 2022, the registration of the share capital increase arising from the conversion of conversion rights relating to 2016 and 2017 fiscal years was made today at the Commercial Registry Officer. The conversion rights were issued under the special regime applicable to deferred tax assets approved by Law No. 61/2014, of 26 August, as amended. This capital increase of novobanco is done with the incorporation of reserves in the amount of €109,421,237.09 (one hundred and nine million, four hundred and twenty-one thousand, two hundred and thirty-seven euros and nine cents), for the fiscal year ended December 31, 2016, and in the amount of €140,332,086.60 (one hundred and forty million, three hundred and thirtytwo thousand, eighty-six euros and sixty cents), for the fiscal year ended December 31, 2017, through the issuance of 436,136,626 (four hundred and thirty-six million, one hundred and thirty-six thousand, six hundred and twenty-six) new shares representing 4.13% of its share capital which are attributed to the Portuguese State in accordance with the mentioned regime. The share capital of novobanco increases to €6,304,660,637.69 (six billion, three hundred and four million, six hundred and sixty thousand, six hundred and thirty-seven euros and sixty-nine cents). With this share capital increase, and as per agreement between the Resolution Fund and the shareholder Lone Star in the context of the sale of the 75% share capital of novobanco, only the participation of the Resolution Fund will be diluted. The Portuguese State will hold 5.69% of novobanco share capital. This announcement is made in accordance and for the purpose of article of article 29-Q, No. 3 of the Portuguese Securities Code and the article 17 of Regulation (EU) No. 596/2014 of the European Parliament and of the Council. Lisbon, November 4, 2022 Novo Banco, S.A.

 

[Gallo Cedrone]

A quanto me la venderesti? Mi puoi scrivere in privato se vuoi.

No scusami, tutto sommato le cedole non sono male e preferisco continuare l'avventura....
Vorrei anche precisare che raramente scrivo in privato! Altrimenti non è più un forum, ma una chat. Ti leggo con piacere da anni e spesso ho preso spunto dalle tue analisi per fare qualche investimento.
Grazie!

 

[Cat XL]

No scusami, tutto sommato le cedole non sono male e preferisco continuare l'avventura....
Vorrei anche precisare che raramente scrivo in privato! Altrimenti non è più un forum, ma una chat. Ti leggo con piacere da anni e spesso ho preso spunto dalle tue analisi per fare qualche investimento.
Grazie!

E fai benissimo a tenerla. Purtroppo illiquidita’ si traduce in spread assurdi. E per chi ha bisogno di liquidare è un problema non da poco.

Buon we

 

[Fabrib]

BG a TT, qualcuno conosce quando NB pubblica i risultati al 30 settembre 2022?
Grazie

NOVO BANCO, SA informa sui risultati consolidati 9M22 - Presentazione

https://web3.cmvm.pt/sdi/emitentes/docs/FR84060.pdf

 

[Fabrib]

Novo Banco com menos 223 trabalhadores e 34 balcões em setembro face a 2021

A 30 de setembro de 2022, o grupo Novo Banco tinha 4.139 colaboradores (menos 223 do que um ano antes e menos 54 do que no final de 2021) e dispunha de 300 balcões (menos 34 do que em setembro de 2021 e menos 11 do que em dezembro passado).

www.jornaldenegocios.pt

...Novo Banco ha annunciato di aver realizzato nei primi nove mesi dell'anno un utile di 428,3 milioni di euro, in crescita del 178% rispetto allo stesso periodo dell'anno precedente.
Secondo la banca, l'incremento di oltre 274,3 milioni di euro nei primi nove mesi, rispetto allo stesso periodo dell'anno precedente, mostra "la crescita sostenuta del business a dimostrazione della capacità di generare ricavi e capitale, nonostante l'attuale contesto macroeconomico contesto, pressioni inflazionistiche e rialzo dei tassi di interesse".
Nel terzo trimestre dell'anno il risultato è stato di 161,6 milioni di euro, in crescita del 30,3% rispetto al trimestre precedente.
Quanto a questo trimestre, Novo Banco giustifica "l'evoluzione positiva dovuta al miglioramento del margine di intermediazione (+7,1%), al contenimento dei costi operativi (+0,4%) e al minor livello di svalutazioni e accantonamenti"...

 

[Fabrib]

Portugal's Novo Banco should be ready to seize the opportunity for an initial public offering when markets open up to listings, as it seeks to remain independent, its new CEO Mark Bourke told Reuters on Tuesday.
Analysts have speculated that profit-making Novo Banco, which emerged from the ruins of collapsed Banco Espirito Santo in 2014 and is controlled by U.S. private equity fund Lone Star, could be merged with another lender looking to consolidate its position in Portugal.
But Bourke, who took over in August, said that "Portugal is not like some of the north European countries, which are massively over-banked", as the five largest players own 80%-85% of the banking assets, a high level of concentration.
Novo Banco is now "a profitable, well-capitalised bank that can actually compete, endure, remain independent in the Portuguese market, and can invest and expand," he said.
The bank should build on its recovery track record and "be ready when and if the IPO opportunity arises to take advantage of it", he said.
Bourke, who had been chief financial officer since 2019, would not say where the bank could seek to be listed, although Portuguese companies usually choose Euronext Lisbon. RTRS

 

[mak1919]

Portugal's Novo Banco should be ready to seize the opportunity for an initial public offering when markets open up to listings, as it seeks to remain independent, its new CEO Mark Bourke told Reuters on Tuesday.
Analysts have speculated that profit-making Novo Banco, which emerged from the ruins of collapsed Banco Espirito Santo in 2014 and is controlled by U.S. private equity fund Lone Star, could be merged with another lender looking to consolidate its position in Portugal.
But Bourke, who took over in August, said that "Portugal is not like some of the north European countries, which are massively over-banked", as the five largest players own 80%-85% of the banking assets, a high level of concentration.
Novo Banco is now "a profitable, well-capitalised bank that can actually compete, endure, remain independent in the Portuguese market, and can invest and expand," he said.
The bank should build on its recovery track record and "be ready when and if the IPO opportunity arises to take advantage of it", he said.
Bourke, who had been chief financial officer since 2019, would not say where the bank could seek to be listed, although Portuguese companies usually choose Euronext Lisbon. RTRS

Non so come la vedi tu ma questa notizia non mi piace molto..

 

[luperf]

https://fundspeople.com/pt/as-seguradoras-mais-fortes-na-producao-de-unit-linked-em-portugal/

 

[samantaao]

Parlo dei lagacy floater che verranno probabilmente callati a fine 2025. La prox settimana metto qualche ISIN.

ciao Cat, riesci a postare qualcosa al riguardo?
grazie

 

[Cat XL]

ciao Cat, riesci a postare qualcosa al riguardo?
grazie

Scusa il ritardo

ISIN	Name	Issueer	Coupon	Maturity	next call	CCY​	OFFER​
XS0179060974	AXASA Float PERP​	AXA SA​	0.85​	Perp.​	29.04.2022​	EUR​	89.2
XS0184718764	AXASA Float PERP​	AXA SA​	2.06​	Perp.​	30.04.2022​	USD​	90.8
NL0000116168	AEGON Float PERP​	AEGON NV​	1.892​	Perp.​	15.07.2022​	USD​	89.2
XS0181369454	AXASA Float PERP​	AXA SA​	1.054​	Perp.​	02.06.2022​	EUR​	89.1
NL0000116150	AEGON Float PERP​	AEGON NV​	0.17173​	Perp.​	15.07.2022​	EUR​	90.2