看板 Stock作者 dhvaja (終於懂了)標題 [新聞]瑞銀對瑞信提出要約,考慮債券持有人損失時間 Sun Mar 19 23:06:39 2023
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...
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 49.216.41.3 (臺灣)
※ 作者: dhvaja 2023-03-19 23:06:39
※ 文章代碼(AID): #1a5oK106 (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1679238401.A.006.html
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推 Brioni: 外資一直賣金金5F 03/19 23:13
推 tsukuyomii: 慘...之前反彈是彈瑞信的利多結果現在...7F 03/19 23:15
推 Dimitre: 金融股信徒: 套著沒配息也舒服11F 03/19 23:19
推 jeffkent: 這根台灣壽險業一點關係也沒有吧12F 03/19 23:19
→ sova0809: 能持有到期的債券才有價值 不能的就買到空氣吃筍14F 03/19 23:20
→ Su22: 會影響到其他債券的價格嗎?15F 03/19 23:20
→ Orianna: 舊聞了 最新是瑞士政府晚點有重大記者會17F 03/19 23:22
推 tomdavis: 美國國債還能持有到期回本 這個....18F 03/19 23:22
→ Orianna: 政府開記者會 這要國有了20F 03/19 23:22
推 Orianna: 瑞信覺得很難進入全額破產清算 量體過大25F 03/19 23:28
→ yinaser: 現在市場押注政府會吃下債券價格大噴27F 03/19 23:29
→ kobebryant08: 那就是政府全額收購 如果沒有走破產 債券safe
還直接變成類公債
應該說公有金融債31F 03/19 23:30
推 g0t24568: 我是覺得債券投資人應該完蛋36F 03/19 23:32
推 Rex1009: 當然是全部轉完再收購39F 03/19 23:33
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→ tomdavis: 說的也是 SVB是直接收到 CS是政府救
CS政府救 讓他繼續活 SVB直接龜苓膏44F 03/19 23:35
推 g0t24568: 說實在DB 和CS本來就該倒 一堆散戶拿他們發的結構債46F 03/19 23:35
推 bigyo: 10億美元、300多億台幣,台灣金融業沒人拿得出來嗎48F 03/19 23:35
推 kougousei: 拿得出來啊,但去幫瑞士人填屎坑幹嘛49F 03/19 23:36
→ g0t24568: 金管會應該還統計有多少上手是CS發的產品50F 03/19 23:36
推 epson5566: 台灣銀行去買 你猜台灣民眾會不會恐慌52F 03/19 23:36
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推 abiggun: 債券唯一風險就是倒債54F 03/19 23:36
→ tomdavis: 資本主義的鐵拳 瑞士政府出拳 國泰金用臉接?55F 03/19 23:36
推 Orianna: 哭啊 瑞士的銀行政府不可信 賭神都哭了56F 03/19 23:36
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推 Rex1009: 這在說AT1 又不是一般的債券60F 03/19 23:37
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推 jira: 今天訊息量好大66F 03/19 23:39
推 poeoe: 美債又沒違約 當然還是安全啊67F 03/19 23:40
推 good5755: 瑞信財報有問題好幾年了 早該處理硬要拖68F 03/19 23:40
推 Maxslack: 感謝這篇又讓我黑掉一個什麼都不懂卻愛推文的70F 03/19 23:43
推 goodbye: 瑞信倒跟瑞銀信用有什麼關係?
美國銀行也是倒一堆 FED再怕信用受損?71F 03/19 23:43
推 Adonisy: 總之這事不可能是件小事...74F 03/19 23:46
推 MBAR: 西瓜金真的每次都有事,怎麼會這麼厲害啊…76F 03/19 23:56
推 b777300: 我認為瑞銀只肯用10億瑞郎去談是個很大的問題,意味著瑞信剩餘價值不高...77F 03/20 00:02
推 fly5566: 瑞銀就吃定你瑞信啦不然瑞信能怎樣80F 03/20 00:12
推 aresa: 瑞信的坑可是從疫情前就在滾了83F 03/20 00:14
推 g0t24568: 台灣金融監理很嚴 基本上控制的好 國外洞一堆84F 03/20 00:15
推 goodbye: 但是國內金融也買不少國外產品吧?86F 03/20 00:18
推 edcs: 可見這坑很大90F 03/20 00:25
推 g0t24568: 是啊 CS發的產品一堆 等著看92F 03/20 00:26
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推 qoqocat: 笑死叫人把錢存進幣圈
根本想錢想瘋了99F 03/20 00:30
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推 brabra: 併購減記願有債券不是常識嗎?不然你買金融債是追求超額報酬嗎?要不是金融債ETF沒券空,不然我早空了410F 03/20 10:27
噓 lise1017: 該擔心的是那些買了保險的保戶吧 萬一垮台自己那些保單該怎麼辦
又不像現金點一點就可以轉出去了413F 03/20 12:06
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