Foro de Rava Bursátil

gonzaloz escribió:gracias Febo, en realidad no mire el historico sino que estaba viendo el repago, comprando 1000 titulos ($6900 hoy) te devuelve US$ 3251. Evidentemente yo no entiendo tanto de esto, pero teniendo en cuenta que compras en pesos y que te protege de la devaluación, es decir de grna parte de la inflación, triplicar con una duration de 8,91 en moneda dura me pareció excelente, sobre todo teniendo en cuenta que paga un 4% semestralmente en el 2013 y un 5% a partir del próximo año.
esta bien lo que digo?

martin escribió:Todos los discounts están desarbitrados.
El DICA y el DICP sobre todo.

Febo escribió:Respecto a su histórico, si, está barato, pero no tanto. Tirando a normal. Comparado con los pares los discounts quedaron medio relegados.

CHIQUI1 escribió:RO 15 u$s 88 VENDEDOR
AA 17 u$s 82 VENDEDOR
DOW JONES NEUTRO

esteban74 escribió:..."This does not affect the appeals process underway but limits the menu of options available to the sovereign and to affected third party creditors to attempt to overturn the ruling against Argentina.

TACADV escribió:Alguien presta atención a algo que diga Bulat?

Gaston89 escribió:3.70% la de Molinos.

esteban74 escribió:..."Today the Appeals Court awarded a victory to holdout creditors by denying a request from restructured bondholders to grant NY certification on the "pari passu" issue. This does not affect the appeals process underway but limits the menu of options available to the sovereign and to affected third party creditors to attempt to overturn the ruling against Argentina.

Benchmark bonds are down another $2.5 today, with Discounts trading at $67 offer (up 47 bps, with YTM at 13.2%), and thus narrowing the basis with CDS (which has remained wider all along early this year as cash bonds rallied).

Certification is the process by which a federal court refers a matter to a state court (in which judges might have some specific understanding of the issue being litigated because it involves state laws or regulations). Restructured bondholders who oppose the pari passu ruling against Argentina in the Appeals Court were attempting to open a new avenue of litigation to have the matter overturned."...(JPM)