Ao minuto: Praças europeias respiram de alívio, indiferentes a possível violação de cessar-fogo

[Bean_Jr]

Bom Dia,

á varios dias que venho a seguir o LLOY em Londre.

Tinha ordem para compra a 60 e por pouco não entrou

Acredito pela imagem em baixo que tecnicamente se passar dos 70-72 tem caminho aberto para a libra.

o que acham?

[NGFBrandao]

June 29 (Reuters) -


GOLDMAN SACHS RAISES LLOYDS BANKING GROUP TO BUY FROM NEUTRAL; ADDS
to conviction buy list


GOLDMAN SACHS REINSTATES BARCLAYS PLC WITH NEUTRAL RATING

GOLDMAN SACHS KEEPS NEUTRAL RATING ON ROYAL BANK OF SCOTLAND

GOLDMAN SACHS EXPECTS LLOYDS RBS TO REPORT CREDIT LOSSES
below European peer group average by 2011


GOLDMAN SACHS EXPECTS LLOYDS TO REPORT LOWEST CREDIT LOSSES OF ALL
European large cap banks by 2011


GOLDMAN SACHS RAISES LLOYDS BANKING GROUP PRICE TARGET TO 107P FROM

61P


GOLDMAN SACHS RAISES ROYAL BANK OF SCOTLAND PRICE TARGET TO 41P FROM

36P
(Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780)

Agora ela é capaz de dar um pulo..

[NGFBrandao]

"The vagaries of trying to pick bargains in the beaten-up European bank bond market were highlighted by the recent decision of Britain's Lloyds to repay a debt issue in full.
Investors that took part in an offer in April to swap Upper Tier 2 bonds into senior bonds at 80 percent of face value, lost out on 20 percent of additional return after Lloyds said it would exercise an option to redeem the remaining 338 million euros ($471 million) of a 5.625 percent bond at par.
Against that, fund managers at Aegon Asset Management recently made gains of more than 50 percent on Rabobank Tier 1 bonds bought before the unlisted bank announced an exchange offer.
"Several investors are viewing this (Lloyds) as something of a shady practice and are seriously less than enamoured," RBS credit analysts said in a note.
But one trader who tendered 7-8 million euros of bonds in the exchange in April said it was "just one of those things".
"I can understand where investors are coming from. It could be taken as being a bit underhand of Lloyds and HBOS, but the flipside is that no-one forced them to do the tender. The reason we tendered was the risk of non-call."
Tier 2 debt, which sits below senior bonds in a bank's capital structure in the event of default, typically carries call options after which the issuer often has to pay a punitive interest rate, meaning the bonds are invariably redeemed.


But regulatory pressure has left investors concerned banks might not call these bonds, particularly those that have received substantial government support including Lloyds, which is 43 percent owned by the British government.
"The worry is still out there that some (banks) will call while others won't, but Lloyds was perfectly upfront about it," said Phil Milburn, a fixed income fund manager at Aegon Asset Management.
"Lloyd's finance director has always been very clear that their business plan involves normal market practice of paying all coupons and calling all bonds. So far, management have been true to their word and investors are squawking about something they have no right to squawk about."




INVESTORS FACE TOUGH CHOICE

Others said the decision by Lloyds was positive for bondholders overall because a non-call might have caused all the lender's bonds to fall in value.
"At no time did Lloyds say that they were not going to call the bonds, they just gave investors a chance to exchange (in April) plus there was a capital incentive for Lloyds," said John Hampton, a fixed income fund manager at LV Asset Management.
"It is always going to be a difficult decision to accept an exchange for something that is so close to the call date like Lloyds. There will be some people that are aggrieved because they have lost out of 20 percent of additional return, but it might have actually been more painful for bondholders if they had chosen not to call the bonds," he said.
So far this year, some 12 European banks have offered to buy back or exchange around 93 subordinated and hybrid bank bonds worth 52 billion euros at prices between 35 and 100 percent of face value, CreditSights said.
For investors, the decision whether to exchange or not is a complex one, with the average take up around 57 percent, CreditSights said.
Santander, Royal Bank of Scotland, SEB and Standard Chartered are among banks due to call Tier 2 bonds later this year, according to CreditSights."

Aconselho.te a informares.te bem sobre as noticias que correm sobre este banco..

Em termos técnicos é difícil de analisar.. Pois basta um rumor negativo correr para ela afundar mais um pouco...

http://www.iii.co.uk/investment/detail? ... OY.L&it=le

http://www.shareprice.co.uk/LSE:LLOY/LL ... KING-GROUP

[semoke]

Boa tarde,

achas que estamos num ponto ponto de entrada?

Cuidado. Se quebra essa linha, não sei não.

[Bean_Jr]

Boa tarde,

achas que estamos num ponto ponto de entrada?

[papa1]

também tenho o lloyds para médio longo prazo.fui ao aumento de capital pensava que me iria arrepender mas isso ainda não aconteceu.vamos ver também tou na expectativa e para já o lloyds pretende pagar o empréstimo ao estado e tira-lo como accionista maioritario, e ai, sim, tou convicto que elas rapidamente deveram xegar aos 100 pounds que é o real valor do banco, ou mais.cumprimentos

[NGFBrandao]

è pá sinceramente não acho.. O RBS no final da Sessão de 6ª houve uma passagem também de 25 000 000, mais de 25% do total transacionado todo o dia..

Como viste no site telgraph.co.uk o tipo de transacção a que estava associado a passagem das 200 000 000 tituloa era UT, o que significa - "Uncrossing Trade. This is used for the single uncrossing trade, detailing the total executed volume and uncrossing price as a result of a SETS auction."

Eu ando atento a este titulo, pois os Srs do LLOYDS assim que consigam "largar" o governo Británico, tornam.se no 3º maios banco inglês, atrás do HSBC e Barclays...

Vamos lá ver o que vai aparecendo.

Cumprimentos.
Brandao

[papa1]

brandão essa passagem dessas 200.000.000 deu se pelo lado das compras ou pelos lados das vendas???mas n axo muito normal uma passagem no final para estes montantes ou axas????

[NGFBrandao]

Viva..

Vê este site: http://shares.telegraph.co.uk/trades/?epic=LLOY

O volume deveu-se a uma passagem de cerca de 200000 títulos no final do dia.. O titulo quase não variou durante a sessão.

Ora vê aqui o grafico: http://www.iii.co.uk/investment/detail? ... hart&it=le

CUmprimentos.

Nuno Brandão.

Como costumo acompanhar o mercado britânico, costumo utilizar o site: www.moneyam.com ou o www.iii.co.uk.

[papa1]

por acaso alguém reparou na ultima sessao da semana que o volume nesta acção foi de quase 330.000.000,00 Acçoes????!!!!!!!!! por acaso sera de irem devolver 2,5 mil milhoes ao estado das ajudas???e fazer com que o estado deixe de ter a participação maioritária????ou será que se passa algo no mercado que ainda não descurtinei???alguém que me possa dizer algo se souber????!!!!!é que reparem a media desta acção pelo que tive a ver é de 30.000.000,00 diária e hj transaccionou 330.000.000,00, cerca de dez vezes mais:::não axam estranho????!!!