Resultados Allianz

HappyGuy · por **HappyGuy** » 4/8/2007 21:08

Curiosamente, o BiG emitiu na 6ª feira, dia 3, uma Trading Idea sobre a ALV.

Em média, o BiG costuma acertar na maioria das trading ideas que emite. No entanto, em Julho, das 5 que emitiu estão 2 em aberto, 2 deram prejuízo (-5%) e uma deu +2,8%. A trading idea da ALV parece-me ser a primeira deste analista.

Vale o que vale... Acho que neste momento com os EUA a caírem, é bastante arriscado, mas quem sabe?

valves · por **valves** » 4/8/2007 0:17

A Allianz anunciou que os lucros do 2. trim desceram 6% para 2,14 mil milhões de €, devido à redução nas vendas dos seus produtos financeiros. Contudo, este resultado foi acima das previsões do mercado.

A questão dos produtos financeiros das companhias seguradoras neste caso da Allianz tem a ver com o posicionamento de mercado. Estar a oferecer produtos similares aos bancos pode não ajudar a melhorar resultados. agora criar Produtos mistos onde se incorpore a possibilidade de o cliente poder simultaneamente apostar na capitalização das suas poupanças e ver cobertos determinados tipos de riscos ( vida e é só um pequeno exemplo num universo de mtos possiveis ) aí sim pode ser uma boa ideia para combater os fundos tradicionais da banca ...

Discloser : estou actualmente a trabalhar na allianz

JUKIMSUNG · por **JUKIMSUNG** » 3/8/2007 10:46

Que o espirro do lado de lá já está a afectar e bem as instituições financeiras na europa.

E se a crise chegou à Alemanha desta forma, por cá também pode vir a haver constipação??

Shevet · por **Shevet** » 3/8/2007 10:09

Obrigadinho Keyser e J.H.

J.H. · por **J.H.** » 3/8/2007 10:09

Bom dia, Shevet.

A Allianz anunciou que os lucros do 2. trim desceram 6% para 2,14 mil milhões de €, devido à redução nas vendas dos seus produtos financeiros. Contudo, este resultado foi acima das previsões do mercado.

Um abraço
JH

Keyser Soze · por **Keyser Soze** » 3/8/2007 10:06

Equities: Speculation regarding exposure to the US subprime market is hurting Depfa and Hypo Real Estate ((HRXG:xetr) -5,4%, both companies have stated not to be expecting any adverse affects and that they were nopt exposed but the market is ignoring these comments so far.

GOING GLOBAL
U.S.-STYLE SUBPRIME MESS CROSSES BORDERS

August 3, 2007 -- The continuing meltdown in the U.S. subprime mortgage market is forcing government finance ministers and regulators in Europe to scramble to prevent financial crises across the globe.

In Europe, Germany was forced yesterday to organize a last-minute rescue of a bank that buckled as the value of its leveraged holdings in subprime mortgage bonds and derivatives tanked.

The near-collapse of IKB, a lender based in Dusseldorf, was averted only when another bank stepped in and guaranteed almost $11 billion worth of debt and loans.

The German government's most senior financial regulators and ministers sculpted a bailout fund - with contributions from Commerzbank, Deutsche Bank and other banks - worth about $4.8 billion.

The rescue came mere days after IKB's chief executive assured the media that its exposure to subprime was minimal.

U.S.-style subprime problems have also hit France's Oddo & Cie., a stockbroker and money manager, which was forced to close a series of hedge funds with $1.37 billion in assets due to what it called "an unprecedented crisis" in the asset-backed securities market.

The fund was devastated when the value of its illiquid collateralized debt obligations - which are bonds made from other bonds - plunged, leaving the portfolio managers locked in to losses with little chance of finding buyers.

The problems are even worse in Australia, which is now second only to the U.S. with advanced symptoms of what Wall Street wags have dubbed the "subprime contagion."

Macquarie Bank's Macquarie Fortress Investments Ltd. announced this week that two of its funds are facing losses up to 25 percent after their investments in securitized loans went south in the wake of the collapse in the U.S. leveraged loan market.

A fund director said the losses are likely to lead to margin calls if the $188 million portfolios don't reduce leverage quickly enough.

While the assets at risk are under 1 percent of Macquarie's asset base, investors sent the bank's shares down 11 percent in next-day trading in Australia.

Last week, two separate Australian hedge funds were forced to suspend investor withdrawals in the wake of sharp losses in U.S. bond markets.

One entity, the Basis Capital Yield Alpha fund, said it might sustain losses from its portfolio of subprime bonds of greater than 50 percent. roddy.boyd@nypost.com