Hey!!!
El GJ17 está volando, Ya está en 377 y lo piden en 378 ! más o menos 95.5 USD sobre 101 USD de valor nominal!
Me parece que estamos ahí de la emisión express, si eso ocurre agarrate!
Títulos Públicos
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DarGomJUNIN
- Mensajes: 25744
- Registrado: Mar Jul 29, 2008 6:52 pm
Re: Títulos Públicos
shakazulu escribió:Muchachos,
Quiero comprar un bono pague renta mensual (pesos o dolares me da igual) pero que ante una caida general del mercado sufra menos. ¿Cual me recomendarian?
Gracias
El que mejor cumple con ambos parámetros es PRE9 (tiene menor duración, pero menos rentabilidad que PR12 o NF18).
Darío de Junín
Re: Títulos Públicos
Bonos en general
Los índices de riesgo globales siguen bajos y hoy bajaron de nuevo.
El EMBI+, índice proxy de aversión/apetito a bonos soberanos de emergentes, bajo y hoy bajando.
Proxy al índice en tiempo real: http://finance.yahoo.com/q?s=EMB
El VIX, proxy a la aversión/apetito a activos riesgosos en general, también bajo y hoy bajando.
Índice en tiempo real: http://www.marketwatch.com/investing/index/VIX
Bonos largos
Hoy, los bonos largos de USA bajaron => los largos locales tendrán presión relativa a la baja
http://ar.reuters.com/article/businessN ... 5320100729
http://ar.reuters.com/article/businessN ... 0420100729
Los índices de riesgo globales siguen bajos y hoy bajaron de nuevo.
El EMBI+, índice proxy de aversión/apetito a bonos soberanos de emergentes, bajo y hoy bajando.
Proxy al índice en tiempo real: http://finance.yahoo.com/q?s=EMB
El VIX, proxy a la aversión/apetito a activos riesgosos en general, también bajo y hoy bajando.
Índice en tiempo real: http://www.marketwatch.com/investing/index/VIX
Bonos largos
Hoy, los bonos largos de USA bajaron => los largos locales tendrán presión relativa a la baja
http://ar.reuters.com/article/businessN ... 5320100729
http://ar.reuters.com/article/businessN ... 0420100729
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DarGomJUNIN
- Mensajes: 25744
- Registrado: Mar Jul 29, 2008 6:52 pm
Re: Títulos Públicos
ELRUSITO escribió:con tendencia definida como la que tienen estos activos, no es muy confiable ese indicador....
DarGomJUNIN escribió:Datos según Análisis Técnico (Máximo 80 = Señal habitual de sobre-compra).
RSI (14): NF18 =74,50 – DICP = 76,59 – RO15 = 76,28 – TVPP = 83,11
Darío de Junín
Espera que los Bonos lleguen a RSI(14)=80. En TVPP puede ser correcto mayor, por depender del parámetro extra PBI.
Darío de Junín
Re: Títulos Públicos
gracias chare
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DarGomJUNIN
- Mensajes: 25744
- Registrado: Mar Jul 29, 2008 6:52 pm
Re: Títulos Públicos
Inversor Pincharrata escribió:El martes arranco excupon y el miercoles ya lo habia recuperado. ae14
Para los estudiosos del analisis tecnico, cual es el techo que tiene que romper el DICP, para seguir su marcha triunfal.
GRACIAS
¿120?
Darío de Junín
Re: Títulos Públicos
nico23 escribió:alguen me podria decir cuanto es la renta que paga el rg12 y si lo compro hoy entro en el pago????
gracias
Hola Nico tene en cta q esto que te paso es cada 100 VN. Tenes max 48hs
http://www.mae.com.ar/legales/emisiones ... digo=RG12D
Re: Títulos Públicos
alguen me podria decir cuanto es la renta que paga el rg12 y si lo compro hoy entro en el pago????
gracias
gracias
Re: Títulos Públicos
gracias CHARE
Atentos!!!!
la renta del 212 se esta dirigiendo YA a tvpy...otros iran a boden 2015...
el que invirtio en dolares quiere esa moneda y desde rg12 tiene una continuidad en tvpy y ro15
el que invirtio en dolares quiere esa moneda y desde rg12 tiene una continuidad en tvpy y ro15
Re: Títulos Públicos
magui31 escribió:alguien me puede decir como es el tema del AE14 si compro hoy o mañana cobro intereses,de ser asi cual es el interes ?Perdon por la ignorancia ,graciasmagui31
chare escribió: Hola Magui, te paso link, es 3,1197
http://www.mae.com.ar/legales/emisiones ... digo=AE14P
Ah y solo lo podes comprar en ctdo. Ya q manana paga.
Re: Títulos Públicos
los que querian info acerca del bono CHUBUT
interesante la tasa de colocacion - bastante inferior a la del estado nacional
Argentina Province Taps Markets With First Debt Sale Backed by Oil and Gas
By Drew Benson - Jul 21, 2010 6:36 PM GMT-0300 Wed Jul 21 21:36:25 UTC 2010
Email Share
Business ExchangeTwitterDeliciousDiggFacebookLinkedInNewsvinePropellerYahoo! BuzzPrint Mario Das Neves, governor of Argentina's Chubut province. Source: Gobierno del Chubut via Bloomberg
Argentina’s biggest crude-producing province is selling the country’s first oil and gas-backed securities since 2007 in a bid to borrow at lower rates in international debt markets.
Chubut is issuing this week $150 million of 10-year notes backed by royalties paid by BP PLC-controlled Pan American Energy LLC, Argentina’s biggest oil exporter, the province said in an advertisement published in El Cronista yesterday.
The Patagonian province, the second Argentine issuer to tap overseas debt markets since the federal government restructured $12.9 billion of defaulted debt last month, plans to pay an interest rate of 7.75 percent on the oil-backed notes, 375 basis points, or 3.75 percentage points, less than the coupon on bonds sold by IRSA Inversiones y Representaciones SA, Argentina’s biggest real estate developer, earlier this week.
Chubut’s use of the royalties to back its debt “seems like a smart thing for them to do,” said Eduardo Suarez, an emerging-markets strategist at Royal Bank of Canada in Toronto. “Without them, costs would be higher.”
Under terms of the securities, Buenos Aires-based Pan American pays its provincial royalties directly into trusts that set aside dollars for bond payments before passing the money on to the government. The notes, which have been sold by provinces including Neuquen and Salta, are also attractive to investors as they were among the few securities that didn’t fall into default when Argentina stopped payment on $95 billion of debt in 2001, said Veronica Sosa, an analyst at Buenos Aires research company Economia y Regiones.
“Under the trust, the provinces don’t get their hands on the royalties directly,” Sosa said.
Default Swaps
The cost of protecting Argentine debt against non-payment for five years with credit-default swaps fell 32 basis points yesterday to 881, according to data compiled by CMA DataVision. Credit-default swaps pay the buyer face value in exchange for the underlying securities or the cash equivalent should a government or company fail to adhere to its debt agreements.
The peso rose 0.1 percent to 3.9326 per dollar. The extra yield investors demand to hold Argentine dollar bonds instead of U.S. Treasuries fell 15 basis points to 731, according to JPMorgan Chase & Co. The difference is down from 846 on July 1.
Yields on Argentina’s benchmark dollar bonds due in 2015 slid nine basis points to 11.34 percent, according to pricing from Deutsche Bank AG. Warrants linked to economic growth fell 0.25 cent to 8.9 cents on the dollar.
Chubut Governor Mario Das Neves, who says on his website that he’ll run for president next year, announced plans to sell the oil-backed securities on a trip to New York last month. Telephone messages left at Das Neves’s press office weren’t returned.
Credit Ratings
The securities, known as VDFs, are being offered on domestic and international markets through trusts run by Bank of New York Mellon in the U.S. and Buenos Aires-based Banco de Valores SA, according to a pre-sale report by Moody’s Investors Service. They will be denominated in dollars for U.S. investors and dollar-linked for domestic buyers. Moody’s rates the foreign securities Ba3, three levels below investment grade, and the local notes Ba2.
Chubut will use proceeds of the bonds, the only asset- backed Argentine securities sold overseas, to build highways and housing, said Martin Fernandez, an analyst with Moody’s in Buenos Aires. The royalties will be primarily derived from the Cerro Dragon oilfield, Argentina’s largest. Pan American, which has operated the field since 1958, had its concession extended last year to 2027 from 2017, according to the country’s Planning Ministry.
“The operating fields, namely Cerro Dragon, and the company have very good track records,” Fernandez said. “That makes them interesting securities.”
To contact the reporters on this story: Drew Benson in Buenos Aires at abenson9@bloomberg.net; Rodrigo Orihuela in Buenos Aires at rorihuela@bloomberg.net
interesante la tasa de colocacion - bastante inferior a la del estado nacional
Argentina Province Taps Markets With First Debt Sale Backed by Oil and Gas
By Drew Benson - Jul 21, 2010 6:36 PM GMT-0300 Wed Jul 21 21:36:25 UTC 2010
Email Share
Business ExchangeTwitterDeliciousDiggFacebookLinkedInNewsvinePropellerYahoo! BuzzPrint Mario Das Neves, governor of Argentina's Chubut province. Source: Gobierno del Chubut via Bloomberg
Argentina’s biggest crude-producing province is selling the country’s first oil and gas-backed securities since 2007 in a bid to borrow at lower rates in international debt markets.
Chubut is issuing this week $150 million of 10-year notes backed by royalties paid by BP PLC-controlled Pan American Energy LLC, Argentina’s biggest oil exporter, the province said in an advertisement published in El Cronista yesterday.
The Patagonian province, the second Argentine issuer to tap overseas debt markets since the federal government restructured $12.9 billion of defaulted debt last month, plans to pay an interest rate of 7.75 percent on the oil-backed notes, 375 basis points, or 3.75 percentage points, less than the coupon on bonds sold by IRSA Inversiones y Representaciones SA, Argentina’s biggest real estate developer, earlier this week.
Chubut’s use of the royalties to back its debt “seems like a smart thing for them to do,” said Eduardo Suarez, an emerging-markets strategist at Royal Bank of Canada in Toronto. “Without them, costs would be higher.”
Under terms of the securities, Buenos Aires-based Pan American pays its provincial royalties directly into trusts that set aside dollars for bond payments before passing the money on to the government. The notes, which have been sold by provinces including Neuquen and Salta, are also attractive to investors as they were among the few securities that didn’t fall into default when Argentina stopped payment on $95 billion of debt in 2001, said Veronica Sosa, an analyst at Buenos Aires research company Economia y Regiones.
“Under the trust, the provinces don’t get their hands on the royalties directly,” Sosa said.
Default Swaps
The cost of protecting Argentine debt against non-payment for five years with credit-default swaps fell 32 basis points yesterday to 881, according to data compiled by CMA DataVision. Credit-default swaps pay the buyer face value in exchange for the underlying securities or the cash equivalent should a government or company fail to adhere to its debt agreements.
The peso rose 0.1 percent to 3.9326 per dollar. The extra yield investors demand to hold Argentine dollar bonds instead of U.S. Treasuries fell 15 basis points to 731, according to JPMorgan Chase & Co. The difference is down from 846 on July 1.
Yields on Argentina’s benchmark dollar bonds due in 2015 slid nine basis points to 11.34 percent, according to pricing from Deutsche Bank AG. Warrants linked to economic growth fell 0.25 cent to 8.9 cents on the dollar.
Chubut Governor Mario Das Neves, who says on his website that he’ll run for president next year, announced plans to sell the oil-backed securities on a trip to New York last month. Telephone messages left at Das Neves’s press office weren’t returned.
Credit Ratings
The securities, known as VDFs, are being offered on domestic and international markets through trusts run by Bank of New York Mellon in the U.S. and Buenos Aires-based Banco de Valores SA, according to a pre-sale report by Moody’s Investors Service. They will be denominated in dollars for U.S. investors and dollar-linked for domestic buyers. Moody’s rates the foreign securities Ba3, three levels below investment grade, and the local notes Ba2.
Chubut will use proceeds of the bonds, the only asset- backed Argentine securities sold overseas, to build highways and housing, said Martin Fernandez, an analyst with Moody’s in Buenos Aires. The royalties will be primarily derived from the Cerro Dragon oilfield, Argentina’s largest. Pan American, which has operated the field since 1958, had its concession extended last year to 2027 from 2017, according to the country’s Planning Ministry.
“The operating fields, namely Cerro Dragon, and the company have very good track records,” Fernandez said. “That makes them interesting securities.”
To contact the reporters on this story: Drew Benson in Buenos Aires at abenson9@bloomberg.net; Rodrigo Orihuela in Buenos Aires at rorihuela@bloomberg.net
Re: Títulos Públicos
magui31 escribió:alguien me puede decir como es el tema del AE14 si compro hoy o mañana cobro intereses,de ser asi cual es el interes ?Perdon por la ignorancia ,graciasmagui31
Hola Magui, te paso link, es 3,1197
http://www.mae.com.ar/legales/emisiones ... digo=AE14P
Re: Títulos Públicos
guillermo escribió:MAGUI
corto el cupon hace 2 o 3 dias, recien cobraras ahora el 31 de octubre, ya que paga trimestral.
cerro con un interes de 3,09- es decir si comprabas la semana pasada 1000 bonos a $8400- cobrabas hasta el martes $309-
no se si cobras mas, porque no entiendo que le agregan 275 puntos basicos.
fijate en la pagina del ae 14 a la derecha donde dice intereses corridos y veras como va aumentando con el transcurso de los dias, eso sera lo que cobres cuando vuelva a pagar la renta.
Gracias GUILLERMO
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