Obbligazioni convertibili 2

[no mac]

Originalmente inviato da leviatano

Beh, è difficile trovare delle realtà che non siano in conflitto di interesse!

effettivamente...

[slowdown]

Originalmente inviato da narday

[COLOR=Navy]Nuova emissione Allianz
..

...ma mi sembra che stiano spuntando come i funghi.... .

..o sbaglio?

bye

[narday]

Originalmente inviato da slowdown

...ma mi sembra che stiano spuntando come i funghi.... .bye

..o sbaglio?
Credo che Ubs curi qualcosa come 200 emissioni annue di cui mediamente una cinquantina sue ....
Cmq sulle ultime 15 emissioni solo 1 è leggermente sotto il prezzo di emissione,
... andrebbero seguite di +

[leviatano]

Originalmente inviato da slowdown

...ma mi sembra che stiano spuntando come i funghi.... .

..o sbaglio?

bye

è un momento di massimi relativi, le emissioni sono a breve termine e i tassi bassi...quindi sono comunque occasioni interessanti per UBS...

[narday]

MOLTO INTERESSANTE
ISIN XS0172154345
già comprata a suo tempo a 98 e venduta a 104. Ora:
0,25% SECC (AAA) CV in azioni Novartis
Rapporto di conversione: 1000€ = 24.472 azioni pari 40.86 € per azione
(premio 10,50%)
scadenza 14.07.2009
Bond floor :88
BUY di ABN Amro (Buy oggi da Reduce); UBS (TP 68 CHF contro 55CHF di oggi)
Si acquista oggi 98.90 MOLTO INTERSSANTE

UBS:
Novartis
Buy 1 PT: CHF 68.00
Novartis (B1, pt CHF 68.00): withdrew an application for European Union approval of its experimental Prexige to await the outcome of a safety review of painkillers similar to Merck & Co.'s Vioxx. New data from two clinical trials showing the "efficacy and tolerability'' of the drug will be presented in Chicago next month. Novartis is "committed'' to the drug, it added. Merck's Vioxx was withdrawn from the market after a company study showed patients taking it for 18 months or longer had twice the risk of heart attack or stroke as those on a placebo. Last month, the EU's Committee for Medicinal Products for Human Use began a review of the safety of drugs in the same class as Vioxx, known as Cox-2 inhibitors. (BB).

regards

[narday]

non credo che a qualcuno possa interessare ma lo posto lo stesso per darvi una piccola idea del mercato dei CV Bonds:
Solo quest'anno ci sono state emissioni per 111 miliardi di $ (l'anno scorso in totale 175 )
e quelle qui sotto sono tutte le emissioni di quest'anno .... capite quanto ci sarebbe da lavorare ???
P.S. Se a qualcuno interessa lo studio completo con grafici fogli excel personalizzabili ecc. lo posso inviare via e-mail.
Nel frattempo tutte le ultime CV di cui abbiamo parlato stanno camminando a... passi lunghi e ben distesi (France Telecom, Repsol/Pemex,creval,Ubs Telefonica, compresa la Secc Novartis di ieri)


Name Issue Date WDR Sector Country
Issue Date Name Country

Ho dovuto togliere le emissioni dal 1 gennaio fino a qui perchè non ci stavano

17-feb-04 Daelim Ind(DLIC) 2.000% 18 Feb 09 SOUTH KOREA
17-feb-04 Intel Corp(ML) $ 1.750USD 22 Feb 05 US
17-feb-04 Long Cheng PaperR "Zero" 20 Feb 09 TAIWAN
18-feb-04 Emcore Corp 5.000% 15 May 11 US
18-feb-04 Fisher Scientific 3.25% 2024 US
18-feb-04 Shanghai Industrial 0% 2009 HONG KONG
18-feb-04 Shibaura MechR "Zero" 8 Mar 09 JAPAN
19-feb-04 CP Ships 4% 2024 CANADA
19-feb-04 Sovereign Banc $ 2.188USD 1 Mar 34 US
20-feb-04 Anglogold 2.375% 2009 SOUTH AFRICA
20-feb-04 FLYi 6.000% 15 Feb 34 US
24-feb-04 Bank United 3.125% 2034 US
24-feb-04 Japan TranscityR "Zero" 12 Mar 08 JAPAN
24-feb-04 K Wah Intl 0.5% 2009 HONG KONG
25-feb-04 Hochtief (RWE) 0.875% 2007 GERMANY
25-feb-04 MGI Pharm Floating Rate 2024 US
26-feb-04 Intellisync 3.000% 1 Mar 09 US
26-feb-04 Nikon Corp "Zero" 15 Mar 11 JAPAN
27-feb-04 Ivax 1.5% 2024 US
27-feb-04 Summit Real Estate 6.250% 31 Mar 14 CANADA
27-feb-04 Veritas DGC 1.130% 15 Mar 24 US
01-mar-04 Bell Microproducts 3.750% 5 Mar 24 US
01-mar-04 GigastorageR "Zero" 5 Mar 07 TAIWAN
01-mar-04 NTN Corp "Zero" 19 Mar 09 JAPAN
01-mar-04 PSS World Medical 2.25% 2024 US
01-mar-04 Reliance Energy 0% 2009 INDIA
01-mar-04 SPI ElectronicsR "Zero" 12 Mar 09 TAIWAN
02-mar-04 Amdocs 0.5% 2024 UK
02-mar-04 Avnet 2% 2034 US
02-mar-04 Kawasaki Kisen "Zero" 22 Mar 11 JAPAN
03-mar-04 First Horizon Pharm 1.750% 8 Mar 24 US
03-mar-04 Philips(NIB Capital) 0.250% 19 Mar 09 NETHERLANDS
04-mar-04 Covad Comms 3.000% 15 Mar 24 US
04-mar-04 Quanta StorageR "Zero" 12 Mar 09 TAIWAN
04-mar-04 Showa Denko "Zero" 25 Mar 09 JAPAN
04-mar-04 Willbros Group 2.750% 15 Mar 24 PANAMA
05-mar-04 Pan-Jit Intl R "Zero" 10 Mar 09 TAIWAN
08-mar-04 Fujitsu General "Zero" 31 Mar 09 JAPAN
09-mar-04 Associated Cement 1.000% 19 Mar 09 INDIA
09-mar-04 CP TechR 2 "Zero" 11 Mar 09 TAIWAN
09-mar-04 RWE(Gelsenki) 0.970% 12 Mar 09 GERMANY
10-mar-04 Apex Silver Mines 2.875% 15 Mar 24 CAYMAN ISLANDS
10-mar-04 Bouygues(NIB Cap) 0.500% 26 Mar 09 FRANCE
10-mar-04 Far East Consortium "Zero" 13 Apr 09 CAYMAN ISLANDS
10-mar-04 Host Marriott 3.25% 2024 US
10-mar-04 Sumitomo Warehouse "Zero" 27 Mar 09 JAPAN
11-mar-04 Toppan Printing 0% 2024 JAPAN
15-mar-04 Noble Group 0.9% 2009 BERMUDA
15-mar-04 Promate R 1 "Zero" 15 Mar 09 TAIWAN
15-mar-04 Providian Financial 2.75% 2016 US
16-mar-04 CapitalSource 1.25% 2034 US
16-mar-04 Cytyc 2.25% 2024 US
17-mar-04 Japan Airlines 0% 2011 JAPAN
17-mar-04 Saks 2% 2024 US
17-mar-04 XL Capital $1.625 2007 BERMUDA
18-mar-04 Commscope 1% 2024 US
18-mar-04 Greater Bay Bancorp "Zero" 23 Mar 24 US
18-mar-04 Supreme ElecR 1 "Zero" 22 Mar 09 TAIWAN
19-mar-04 ChipbondR 1 "Zero" 22 Mar 09 TAIWAN
22-mar-04 Shanghai Real Estate "Zero" 3 May 09 HONG KONG
22-mar-04 Softbank Inv R "Zero" 8 Apr 09 JAPAN
23-mar-04 Biogen/Merck/Bristol 0.250% 1 Apr 09 US
23-mar-04 Nakayama Steel R "Zero" 18 Apr 08 JAPAN
23-mar-04 Sunterra 3.750% 29 Mar 24 US
24-mar-04 Avatar 4.500% 1 Apr 24 US
24-mar-04 Chesapeake Energy $41.25 Perp US
24-mar-04 Freeport McMoran $55 Perp US
24-mar-04 Innvest Real Estate 6.250% 15 Apr 11 CANADA
24-mar-04 ST Dupont 7.000% 1 Apr 09 FRANCE
25-mar-04 App Materials(ML)$ 2.000USD 4 Apr 05 US
26-mar-04 Grey Wolf 1.956% 1 Apr 24 US
26-mar-04 Royal Host 7.900% 30 Apr 09 CANADA
26-mar-04 Singapore Petroleum 1.75% 2009 SINGAPORE
26-mar-04 Waffer Technology "Zero" 15 Apr 09 TAIWAN
28-mar-04 NGK Spark Plug "Zero" 31 Mar 11 JAPAN
29-mar-04 NWS Holdings "Zero" 26 Apr 09 HONG KONG
29-mar-04 Regal-Beloit 2.750% 15 Mar 24 US
29-mar-04 Sintek PhotronicsR "Zero" 6 Apr 09 TAIWAN
30-mar-04 Caesars Entertainment Floating Rate 2024 US
30-mar-04 Feintool 2.000% 8 Apr 09 SWITZERLAND
30-mar-04 Kerzner 2.375% 2024 BAHAMAS
31-mar-04 Amylin Pharm 2.5% 2011 US
31-mar-04 Chang Wah Elec R 1 "Zero" 31 Mar 09 TAIWAN
31-mar-04 Impax Labs 1.250% 1 Apr 24 US
31-mar-04 ON Semiconductor "Zero" 15 Apr 24 US
01-apr-04 Harmony Gold Mining 4.875% 21 May 09 SOUTH AFRICA
01-apr-04 Massey Energy 2.25% 2024 US
01-apr-04 Texas Petrochemicals 7.250% 30 Apr 09 US
01-apr-04 UntdGlobalCom 1.750% 15 Apr 24 US
05-apr-04 Quanta Display 0% Apr 2009 TAIWAN
06-apr-04 Decode Genetics 3.500% 15 Apr 11 US
06-apr-04 Financial Federal Corp 2% 2034 US
06-apr-04 Keppel(Arcadia) "Zero" 13 Apr 09 SINGAPORE
06-apr-04 MocR "Zero" 25 Apr 08 JAPAN
06-apr-04 Sapporo HoldingsR "Zero" 23 Apr 07 JAPAN
07-apr-04 Delhaize 2.75% 2009 BELGIUM
07-apr-04 Generali (Capitalia) 1.625% 2009 ITALY
07-apr-04 Kappa Create 0% 2009 JAPAN
08-apr-04 Allied Waste 4.25% 2034 US
08-apr-04 Bharti Televentures 0% 2009 INDIA
09-apr-04 Trigem ComputerR "Zero" 14 Apr 08 SOUTH KOREA
12-apr-04 Holystone Enter 2 "Zero" 13 Apr 09 TAIWAN
12-apr-04 Jianghuai Auto 1.200% 15 Apr 09 CHINA
13-apr-04 Gold Circuit ElecR1 "Zero" 19 Apr 09 TAIWAN
13-apr-04 Taiheiyo Cement "Zero" 11 May 14 JAPAN
13-apr-04 Walter Industries 3.75% 2024 US
15-apr-04 Kent WorldR "Zero" 23 Apr 09 TAIWAN
16-apr-04 Shuffle Master 1.250% 15 Apr 24 US
19-apr-04 Ritek 0% 2009 TAIWAN
19-apr-04 SepteniR "Zero" 8 May 08 JAPAN
20-apr-04 Tata Motors 'A' 0% 2009 INDIA
20-apr-04 Tata Motors 'B' 1% 2011 INDIA
20-apr-04 Zee Telefilms 0.500% 29 Apr 09 INDIA
21-apr-04 Cheil TechnologyR "Zero" 30 Apr 07 TAIWAN
21-apr-04 Federal Corp "Zero" 27 Apr 09 TAIWAN
21-apr-04 Mercury Computer 2% 2024 US
22-apr-04 Calloway 6.000% 30 Jun 14 CANADA
22-apr-04 CNET Networks 0.750% 15 Apr 24 US
22-apr-04 Hsin Kuang SteelR2 "Zero" 25 Apr 09 TAIWAN
22-apr-04 Leucadia 3.75% 2014 n/a
23-apr-04 Ashok Leyland R 0.500% 30 Apr 09 INDIA
23-apr-04 Nestle(UBS) 0.250% 28 May 09 SWITZERLAND
23-apr-04 Taishin Financial 0% 2005 TAIWAN
23-apr-04 TOPIX(UBS) 0.250% 7 May 09 n/a
26-apr-04 Matria Healthcare 4.875% 1 May 24 US
26-apr-04 Nippon Sheet Gls "Zero" 13 May 11 JAPAN
27-apr-04 Linde 1.25% 2009 GERMANY
27-apr-04 Lithia Motors 2.875% 1 May 14 US
27-apr-04 Reebok 2% 2024 US
28-apr-04 Medarex 2.25% 2011 US
28-apr-04 Transkary Thera 1.250% 15 May 11 US
28-apr-04 Skyepharma 6.000% 4 May 24 UK
29-apr-04 Mahindra & Mahindra "Zero" 8 May 09 INDIA
29-apr-04 Quanex 2.5% 2034 US
29-apr-04 Tata Teleservices 1.000% 2 Jun 09 INDIA
30-apr-04 Albertsons $1.8125 2007 US
30-apr-04 Arima OptoR 1 "Zero" 29 Apr 09 TAIWAN
30-apr-04 Beijing Gehua CATV 1.300% 11 May 09 CHINA
30-apr-04 e-LuxR "Zero" 17 May 06 JAPAN
30-apr-04 Citigroup(Swed Exp) 0.125% 30 Apr 09 US
03-mag-04 ImClone Systems 1.375% 2024 US
04-mag-04 Continental 1.625% 2011 GERMANY
04-mag-04 Jubilant Organosys 1.500% 15 May 09 INDIA
04-mag-04 Metro ConstR 1 "Zero" 6 May 09 TAIWAN
04-mag-04 Metro ConstR 2 "Zero" 6 May 09 TAIWAN
04-mag-04 SitronixR 1 "Zero" 9 May 09 TAIWAN
05-mag-04 Concord SecsR 1 "Zero" 5 May 09 TAIWAN
05-mag-04 Cooper Cameron 1.500% 15 May 24 US
05-mag-04 CTS 2.125% 1 May 24 US
05-mag-04 Heidelberger Druck (RWE) 0% 2007 GERMANY
05-mag-04 LandAmerica Finance 3.250% 15 May 34 US
05-mag-04 Oscient Pharm 3.500% 15 Apr 11 US
05-mag-04 Palm Harbor 3.250% 15 May 24 US
05-mag-04 UnumProvident $ 2.063USD 15 May 07 US
06-mag-04 Capital Automotive 6% 2024 US
06-mag-04 Conseco $1.375 2007 US
06-mag-04 Hsinchu Intl Bk "Zero" 13 May 09 TAIWAN
10-mag-04 Lopro Co "Zero" 27 May 09 JAPAN
10-mag-04 NEC Electronics "Zero" 27 May 11 JAPAN
12-mag-04 CV Therapeutics 2.750% 16 May 12 US
12-mag-04 Geberit 1.000% 14 Jun 10 SWITZERLAND
12-mag-04 L'Oreal(BNP) "Zero" 10 Jun 09 FRANCE
12-mag-04 Pixelworks 1.750% 15 May 24 US
12-mag-04 Renault(BNP) "Zero" 10 Jun 09 FRANCE
12-mag-04 Schneider(BNP) "Zero" 10 Jun 09 FRANCE
14-mag-04 Fullerton TechR 2 "Zero" 16 May 09 TAIWAN
17-mag-04 JetBlue Air (ML)$ 2.250% 22 May 06 US
17-mag-04 LG ElectronicsR "Zero" 17 May 07 SOUTH KOREA
17-mag-04 Yingkou Port 1.800% 19 May 09 CHINA
18-mag-04 Picvue ElectR 1 "Zero" 18 May 09 TAIWAN
18-mag-04 Samsung Elec(UBS) 0.125% 3 Jun 09 SOUTH KOREA
18-mag-04 Thoratec Corp 1.380% 16 May 34 US
18-mag-04 Tower Automotive 5.750% 15 May 24 US
19-mag-04 Dundee Reit 6.500% 30 Jun 14 CANADA
19-mag-04 Japan General Estate "Zero" 31 Mar 09 JAPAN
21-mag-04 Griffon 4.000% 18 Jul 23 US
21-mag-04 NAV Energy Trust 8.750% 30 Jun 09 US
21-mag-04 SK Telecom 0% 2009 SOUTH KOREA
24-mag-04 Genworth $1.5 2007 US
24-mag-04 Swiss Life Hldg 0.625% 10 Jun 10 SWITZERLAND
25-mag-04 Glaxo(Barclays) 2.125% 1 Jun 09 UK
25-mag-04 Wild Oats Market 3.250% 15 May 34 US
26-mag-04 Abit Computer R "Zero" 3 Jun 09 TAIWAN
26-mag-04 CSG Systems Intl 2.500% 15 Jun 24 US
26-mag-04 Digital River 1.25% 2024 US
26-mag-04 Headwaters 2.875% 2016 US
26-mag-04 Keyspan 6.750% 30 Jun 11 CANADA
26-mag-04 Nokia(CSFB Intl) "Zero" 30 Jun 09 FINLAND
26-mag-04 Ramco Gershenson $ 2.266USD Perpetual US
26-mag-04 TomyR ¥ 1 "Zero" 31 Mar 09 JAPAN
27-mag-04 JFE Hldgs "Zero" 15 Jun 09 JAPAN
27-mag-04 SFCG "Zero" 15 Jun 11 JAPAN
27-mag-04 Tomson Group "Zero" 4 Jun 09 HONG KONG
28-mag-04 TTY Biopharm R 2 "Zero" 6 Jun 09 TAIWAN
01-giu-04 Borealis Reit 6.750% 30 Jun 14 CANADA
01-giu-04 Clearwater Seafoods 7.000% 31 Dec 10 CANADA
01-giu-04 Kadokawa Hldgs "Zero" 18 Jun 09 JAPAN
02-giu-04 Beazer Homes USA 4.625% 15 Jun 24 US
02-giu-04 Epix Medical 3.000% 15 Jun 24 US
02-giu-04 Shin Kong Fin "Zero" 17 Jun 09 TAIWAN
02-giu-04 Skylark "Zero" 21 Jun 11 JAPAN
02-giu-04 Trans Cosmos "Zero" 20 Jun 08 JAPAN
02-giu-04 VT HoldingsR "Zero" 20 Jun 08 JAPAN
03-giu-04 EdomR "Zero" 10 Jun 09 TAIWAN
03-giu-04 ET InternetR 3 "Zero" 7 Jun 09 TAIWAN
03-giu-04 GTM CorpR 1 "Zero" 9 Jun 09 TAIWAN
03-giu-04 Sumitomo Metal Mng "Zero" 22 Jun 09 JAPAN
04-giu-04 KanematsuR ¥ 2 "Zero" 14 Jun 06 JAPAN
04-giu-04 K-Bridge ElecR 1 "Zero" 6 Jun 09 TAIWAN
07-giu-04 Great Plains $2 2007 US
07-giu-04 Hokuetsu Bank ¥1 1.500% 30 Sep 11 JAPAN
07-giu-04 Japan KenzaiR "Zero" 30 Sep 08 JAPAN
08-giu-04 Asset ManagersR "Zero" 30 Jun 09 JAPAN
08-giu-04 Jaung YuannR 1 "Zero" 14 Jun 09 TAIWAN
08-giu-04 Unity Opto TechR 2 "Zero" 8 Jun 09 TAIWAN
09-giu-04 Acclaim Energy 8.000% 31 Aug 09 CANADA
09-giu-04 Terremark Worldwide 9.000% 15 Jun 09 US
10-giu-04 Bca Nl Lav(Mont Pas) 1.000% 15 Jul 09 ITALY
10-giu-04 eAccess "Zero" 28 Jun 11 JAPAN
11-giu-04 Powerchip R "Zero" 17 Jun 09 TAIWAN
14-giu-04 Banca Ifis 4.375% 16 Jul 09 ITALY
14-giu-04 Depo Auto PtsR 1 "Zero" 2 Jul 09 TAIWAN
15-giu-04 Four Seasons Hotels 1.875% 30 Jul 24 CANADA
15-giu-04 Quadramed $ 1.375USD Perpetual US
16-giu-04 Heiwa Real Est ¥ 5 "Zero" 24 Jun 08 JAPAN
16-giu-04 Charles River Assoc 2.875% 15 Jun 34 US
16-giu-04 Kellwood 3.5% 2034 US
16-giu-04 United EpitaxyR "Zero" 24 Jun 09 TAIWAN
16-giu-04 RWE(Dusseldorf) 1.750% 5 Jul 09 GERMANY
17-giu-04 Adv Medical Optics 2.500% 15 Jul 24 US
17-giu-04 Chiron 2.75% 2034 US
17-giu-04 Clean Power Income 6.750% 31 Dec 10 CANADA
17-giu-04 Ibasis 6.750% 15 Jun 09 US
17-giu-04 Swisscom (Swiss Gov) 0% 2005 SWITZERLAND
17-giu-04 Techtronic Indus "Zero" 8 Jul 09 HONG KONG
21-giu-04 KourakuenR "Zero" 9 Jul 08 JAPAN
21-giu-04 LabOne Inc 3.500% 15 Jun 34 US
21-giu-04 TYC Brother Inds R "Zero" 24 Jun 09 TAIWAN
22-giu-04 Asahi PretecR 0.125% 30 Sep 08 JAPAN
22-giu-04 Deut. Postbank (Deut. Post) 2.65% 2007 GERMANY
22-giu-04 Priceline.com 2.25% 2025 US
24-giu-04 American Fin Realty 4.375% 15 Jul 24 US
24-giu-04 Jenoptik 2.500% 23 Jul 09 GERMANY
24-giu-04 Scor 4.125% 2010 FRANCE
25-giu-04 Infocrossing R 4.000% 15 Jul 24 US
25-giu-04 Kulicke & Soffa 1.000% 30 Jun 10 US
25-giu-04 Per-Se Technologies 3.25% 2024 US
25-giu-04 Provident Energy 8.000% 31 Jul 09 US
28-giu-04 Form Petr(Chem)R "Zero" 30 Jun 11 TAIWAN
28-giu-04 Form Petr(Nan Ya)R "Zero" 30 Jun 11 TAIWAN
28-giu-04 Form Petr(Plast)R "Zero" 30 Jun 11 TAIWAN
28-giu-04 Formosa PetroR "Zero" 30 Jun 11 TAIWAN
28-giu-04 Goodyear Tire & Rubber 4% 2034 US
28-giu-04 Sony(ML) $ 2.000USD 5 Jul 05 JAPAN
28-giu-04 Tianjin Capital 1.700% 30 Jun 09 CHINA
29-giu-04 Allscripts Health 3.500% 15 Jul 24 US
29-giu-04 China MotorR "Zero" 13 Jul 09 TAIWAN
29-giu-04 Lionore Mining 3.800% 29 Jul 11 US
29-giu-04 Nationwide Health $7.75 Perp. US
29-giu-04 Novell 0.5% 2024 US
29-giu-04 Toshiba "Zero" 21 Jul 09 JAPAN
29-giu-04 Toshiba "Zero" 21 Jul 11 JAPAN
30-giu-04 Bois Sauvage 5.250% 30 Jun 11 BELGIUM
30-giu-04 Pia "Zero" 21 Jul 09 JAPAN
01-lug-04 Altran Tech 3.750% 1 Jan 09 FRANCE
01-lug-04 CapitalSource 3.500% 15 Jul 34 US
01-lug-04 Swiss Re 6.125% 2007 SWITZERLAND
02-lug-04 BSL TBF "Zero" 20 Jul 07 JAPAN
02-lug-04 Haseko Corp R¥1 "Zero" 20 Jul 06 JAPAN
02-lug-04 Ichia TechR "Zero" 22 Jul 09 TAIWAN
02-lug-04 Orient Corp R¥1 "Zero" 20 Jul 06 JAPAN
05-lug-04 Azimut Holding 3.150% 31 Jul 09 ITALY
05-lug-04 Deutz 3.950% 22 Jul 09 GERMANY
06-lug-04 Nexans 3.125% 1 Jan 10 FRANCE
06-lug-04 Tonami TransR "Zero" 30 Sep 09 JAPAN
07-lug-04 Tokyo CathodeR "Zero" 25 Jul 08 JAPAN
07-lug-04 Tottori Bank ¥ 1 "Zero" 30 Sep 11 JAPAN
08-lug-04 Neturen "Zero" 29 Jul 08 JAPAN
08-lug-04 Nippon Light Metal "Zero" 30 Sep 09 JAPAN
10-lug-04 PD Ports 6.000% 30 Jun 09 UK
12-lug-04 KisojiR ¥ 3 "Zero" 30 Sep 11 JAPAN
13-lug-04 Advan R "Zero" 31 Jul 09 JAPAN
13-lug-04 ES-Con JapanR "Zero" 30 Jul 09 JAPAN
13-lug-04 Izumi 0% 2009 JAPAN
13-lug-04 Takara LebenR "Zero" 1 Aug 08 JAPAN
14-lug-04 Bca Nl Lav(Pop Viz) 1.070% 15 Jul 09 ITALY
14-lug-04 Hunan Valin Steel 1.000% 16 Jul 09 CHINA
14-lug-04 Kyoei SangyoR "Zero" 1 Aug 08 JAPAN
15-lug-04 Mitsukoshi "Zero" 27 Feb 07 JAPAN
15-lug-04 Titan Intl 5.250% 26 Jul 09 US
15-lug-04 Toyo Logistics "Zero" 6 Aug 08 JAPAN
15-lug-04 Waste Connections 2.660% 1 May 22 US
20-lug-04 Algonquin Power 6.650% 31 Jul 11 CANADA
20-lug-04 Empire Resorts 5.500% 31 Jul 14 US
20-lug-04 KojimaR "Zero" 9 Aug 09 JAPAN
21-lug-04 Nichia Steel Wks "Zero" 12 Aug 08 JAPAN
21-lug-04 Tokai Carbon "Zero" 8 Aug 08 JAPAN
21-lug-04 Tycoons Group "Zero" 28 Jul 09 TAIWAN
23-lug-04 Eva AirwaysR 2 "Zero" 8 Aug 09 TAIWAN
23-lug-04 Harvest Energy Trust 8.000% 30 Sep 09 CANADA
23-lug-04 Ocwen Financial 3.250% 1 Aug 24 US
26-lug-04 Cyber Firm ¥ 1 "Zero" 11 Aug 06 JAPAN
26-lug-04 Marshall & Ilsley $1.625 2007 US
27-lug-04 Nishimatsu "Zero" 17 Aug 14 JAPAN
27-lug-04 Nishimatsu "Zero" 17 Aug 16 JAPAN
28-lug-04 Compeq ManR "Zero" 29 Jul 09 TAIWAN
28-lug-04 Hankyu Dept Stores "Zero" 16 Aug 11 JAPAN
30-lug-04 Genentech(UBS) 0.125% 30 Jul 09 US
30-lug-04 Century Aluminum 1.75% 2024 US
30-lug-04 Paramount Energy 8.000% 30 Sep 09 CANADA
30-lug-04 Thailin Semi 2 "Zero" 3 Aug 09 TAIWAN
02-ago-04 Fisher (Apogent) 0.630% 15 Dec 33 US
02-ago-04 Fisher (Apogent) 2.250% 15 Oct 21 US
02-ago-04 Kokuyo "Zero" 19 Aug 24 JAPAN
03-ago-04 Novartis(NIB) 0.250% 25 Aug 09 SWITZERLAND
04-ago-04 Henry Schein 3.000% 15 Aug 34 US
04-ago-04 Qiagen 1.500% 18 Aug 24 NETHERLANDS
04-ago-04 Schering-Plough $3 2007 US
05-ago-04 Index "Zero" 24 Aug 09 JAPAN
05-ago-04 SFBC Intl 2.250% 15 Aug 24 US
05-ago-04 Yaskawa ElecR "Zero" 24 Aug 09 JAPAN
06-ago-04 Jinniu Energy 1.600% 11 Aug 09 CHINA
06-ago-04 Radiant Opto-ElecR "Zero" 19 Aug 09 TAIWAN
10-ago-04 Alliant Techsystems 3% 2024 US
11-ago-04 Hannstar BoardR "Zero" 20 Aug 09 TAIWAN
11-ago-04 SAP(UBS) 0.125% 23 Aug 07 GERMANY
12-ago-04 Alexis Nihon 6.200% 30 Jun 14 CANADA
12-ago-04 Interstate Bakeries 6.000% 15 Aug 14 US
12-ago-04 Northland Power 6.500% 30 Jun 11 CANADA
13-ago-04 Orco Property Group 5.500% 31 Dec 11 LUXEMBOURG
16-ago-04 American Tower 3.000% 15 Aug 12 US
17-ago-04 GTL 1.000% 21 Sep 09 INDIA
18-ago-04 Aquila $1.6875 2007 US
18-ago-04 The Mills $ 67.500USD Perpetual US
19-ago-04 aQuantive 2.250% 15 Aug 24 US
23-ago-04 Hitachi Zosen "Zero" 30 Sep 08 JAPAN
24-ago-04 Kyoritsu Main ¥ 2 "Zero" 30 Sep 09 JAPAN
24-ago-04 Mie Bank ¥ 2 1.000% 31 Oct 11 JAPAN
24-ago-04 Primewest Energy I 7.500% 30 Sep 09 CANADA
24-ago-04 Primewest Energy II 7.750% 31 Dec 11 CANADA
27-ago-04 Futaba Indust ¥ 4 "Zero" 30 Sep 09 JAPAN
29-ago-04 Titanium Metals $ 3.375USD Perpetual US
31-ago-04 Cominar 6.300% 30 Jun 14 CANADA
31-ago-04 Evergreen Marine 0% 2009 TAIWAN
31-ago-04 Luzerner Cantbank 1.000% 15 Sep 08 SWITZERLAND
31-ago-04 Nippon YusokiR "Zero" 19 Sep 08 JAPAN
01-set-04 France Telecom 1.6% 2009 FRANCE
01-set-04 Harmonic Drive Sys "Zero" 21 Sep 09 JAPAN
01-set-04 Japan Dig CntsR "Zero" 30 Sep 08 JAPAN
01-set-04 Lite-On Tech 0% 2009 TAIWAN
01-set-04 Shandong Haihua 1.500% 7 Sep 09 CHINA
02-set-04 Iriso ElecR "Zero" 19 Sep 08 JAPAN
02-set-04 Kawasaki Heavy "Zero" 30 Sep 11 JAPAN
03-set-04 Michelin (UBS) "Zero" 15 Sep 09 FRANCE
06-set-04 Advantage Energy 7.500% 1 Oct 09 CANADA
06-set-04 Advantage Energy 7.750% 1 Dec 11 CANADA
07-set-04 Gentosha "Zero" 26 Sep 08 JAPAN
07-set-04 IOI Corp "Zero" 18 Sep 09 MALAYSIA
08-set-04 Dai-ichi Kogyo 0.125% 30 Sep 08 JAPAN
09-set-04 Tarragon Corp 8.000% 16 Sep 09 US
09-set-04 United Industrial 3.750% 15 Sep 24 US
10-set-04 Chenming Paper 1.500% 15 Sep 09 CHINA
10-set-04 DJ Euro Stoxx50(UBS) 0.500% 22 Aug 05 EUROPE
13-set-04 ShidaxR ¥ 1 "Zero" 29 Sep 09 JAPAN
14-set-04 Gedeon Richter (APV) 1% 2009 HUNGARY
14-set-04 Mitsubishi Materials 0% 2007 JAPAN
14-set-04 Mitsubishi Materials 0% 2009 JAPAN
14-set-04 Nippon Pillar R 0.125% 30 Sep 08 JAPAN
14-set-04 Sterling Biotech R 2.000% 30 Sep 09 INDIA
14-set-04 Sterling Bio R GDR 2.000% 30 Sep 09 INDIA
14-set-04 Vertex Pharm 5.750% 15 Feb 11 US
15-set-04 Commerce Capital "Zero" 22 Sep 09 MALAYSIA
15-set-04 ShoeiR ¥ 2 "Zero" 30 Dec 09 JAPAN
15-set-04 Tietech "Zero" 6 Oct 08 JAPAN
16-set-04 Iseki "Zero" 5 Oct 09 JAPAN
16-set-04 Sepracor 0% 2024 US
16-set-04 Toho Pharm "Zero" 2 Oct 09 JAPAN
16-set-04 Vitesse Semicon 1.500% 1 Oct 24 US
17-set-04 Versatel Telecom 3.875% 28 Oct 11 NETHERLANDS
17-set-04 Countrywide Fin EX "Zero" 8 Feb 31 US
17-set-04 Wockhardt "Zero" 25 Oct 09 INDIA
20-set-04 Adani Exports 1.000% 23 Oct 09 INDIA
20-set-04 Anadigics 5.000% 15 Oct 09 US
20-set-04 Clear Media "Zero" 27 Oct 09 HONG KONG
21-set-04 Capcom "Zero" 8 Oct 09 JAPAN
21-set-04 Hitachi AR "Zero" 19 Oct 09 JAPAN
21-set-04 Hitachi BR "Zero" 19 Oct 09 JAPAN
21-set-04 QBE Insurance "Zero" 24 Sep 24 AUSTRALIA
22-set-04 China Vanke 1.000% 24 Sep 09 CHINA
24-set-04 Calpine 6.000% 30 Sep 14 US
27-set-04 Intesa(Fondiaria) 6.100% 29 Sep 10 ITALY
28-set-04 Human Genome 2.25% 2011 US
29-set-04 Lions Gate Ent 2.938% 15 Oct 24 CANADA
29-set-04 Scottish & Southern 3.750% 29 Oct 09 UK
29-set-04 United Phosphorous 1.500% 6 Nov 09 INDIA
01-ott-04 McMoran Exploration 5.250% 6 Oct 11 US
01-ott-04 Sega Sammy "Zero" 3 Mar 09 JAPAN
04-ott-04 General Mills (Lehman) $1.5625 2007 US
05-ott-04 Boston Private $ 2.438USD 1 Oct 34 US
05-ott-04 LoproR "Zero" 22 Oct 11 JAPAN
05-ott-04 Simon Prop Group $ 3.000USD Perpetual US
08-ott-04 Sirius Sat Radio 3.250% 15 Oct 11 US
08-ott-04 Terra Industries $ 42.500USD Perpetual US
11-ott-04 Apex Silver Mines 4.000% 15 Sep 24 CAYMAN ISLANDS
12-ott-04 Daiwabo Info ¥ 1 "Zero" 30 Sep 09 JAPAN
13-ott-04 Air WaterR "Zero" 30 Oct 09 JAPAN
13-ott-04 Cell Genesys 3.125% 2011 US
13-ott-04 Ibiden "Zero" 30 Sep 14 JAPAN
14-ott-04 Shandong Nans 1.500% 19 Oct 09 CHINA
15-ott-04 Gasco Energy 5.500% 5 Oct 11 US
15-ott-04 Gloria MaterialR "Zero" 19 Oct 09 TAIWAN
15-ott-04 Shanda Interactive "Zero" 15 Oct 14 CHINA
18-ott-04 Prime ViewR "Zero" 19 Oct 09 TAIWAN
18-ott-04 Zueblin Immobiliare 6.250% 10 Nov 09 SWITZERLAND
19-ott-04 Nisshin FudosanR "Zero" 7 Nov 08 JAPAN
19-ott-04 Tung Ho Steel R "Zero" 21 Oct 09 TAIWAN
20-ott-04 Acbel "Zero" 27 Oct 09 TAIWAN
20-ott-04 Sino Land(Getsmart) 1.625% 30 Nov 09 HONG KONG
21-ott-04 Central Glass ¥ 4 "Zero" 31 Mar 10 JAPAN
21-ott-04 Total(Allegro) "Zero" 10 Nov 09 FRANCE
22-ott-04 Allied Material "Zero" 5 Nov 09 TAIWAN
25-ott-04 Xinao Gas "Zero" 15 Nov 09 HONG KONG
26-ott-04 Armor Holdings 2% 2024 US
26-ott-04 Club Mediterrane 4.375% 2010 FRANCE
26-ott-04 Isolagen 3.500% 1 Nov 24 US
26-ott-04 Option Care 2.250% 1 Nov 24 US
26-ott-04 Aecon Group 8.250% 2 Nov 09 CANADA
27-ott-04 Chipmos TechnolR 1.750% 1 Nov 09 BERMUDA
27-ott-04 Quicksilver Res 1.875% 1 Nov 24 US
29-ott-04 China Merchs Bk R 1.000% 10 Nov 09 CHINA
29-ott-04 CMC Magnetics 0% 2009 TAIWAN
29-ott-04 Munich Re(UBS) 0.100% 2 Nov 07 GERMANY
29-ott-04 Universal SI R "Zero" 3 Nov 09 TAIWAN
29-ott-04 Xcyte Therapies $ 0.600USD Perpetual US
01-nov-04 Larsen & Toubro 1.250% 30 Nov 09 INDIA
02-nov-04 Total(UBS) 0.750% 17 Nov 09 FRANCE
03-nov-04 Telefonica(UBS) 0.750% 17 Nov 06 SPAIN
04-nov-04 AudioCodes 2.000% 19 Nov 24 US
04-nov-04 ConMed 2.500% 15 Nov 24 US
04-nov-04 Nestle(SG) 0.125% 25 Nov 09 SWITZERLAND
04-nov-04 Ryerson Tull 3.500% 1 Nov 24 US
05-nov-04 Inner Mong Steel 1.300% 10 Nov 09 CHINA
05-nov-04 LVL Medical 4.500% 1 Oct 09 FRANCE
05-nov-04 Powerwave Tech 1.875% 15 Nov 24 US
08-nov-04 Canadian Hotel 6.000% 30 Nov 14 CANADA
08-nov-04 EFG Euro(EFG Or 1.000% 29 Nov 09 GREECE
09-nov-04 Far East Consortium "Zero" 10 Dec 09 CAYMAN ISLANDS
09-nov-04 Oki Electric "Zero" 26 Nov 08 JAPAN
09-nov-04 Tyco Intl(NIB) "Zero" 23 Nov 09 US
10-nov-04 NCI Building 2.125% 15 Nov 24 US
11-nov-04 MP Technologies "Zero" 11 Nov 09 JAPAN
12-nov-04 FuelCell Energy $ 50.000USD Perpetual US
15-nov-04 Hannstar Display R "Zero" 22 Nov 09 TAIWAN
16-nov-04 Charter Comms 5.875% 16 Nov 09 US
16-nov-04 Overstock.Com 3.750% 1 Dec 11 US
16-nov-04 Six Flags 4.500% 15 May 15 US
16-nov-04 Vector Group 13.176% 15 Nov 11 US
17-nov-04 Gencorp 2.250% 15 Nov 24 US
17-nov-04 Level 3 Comms 5.250% 15 Dec 11 US
17-nov-04 Sun Pharmaceutical "Zero" 26 Nov 09 INDIA
18-nov-04 Quanta Display R "Zero" 25 Nov 09 TAIWAN
18-nov-04 Swisscom (Swiss Gov) 0% 2006 SWITZERLAND
18-nov-04 XM Satellite 1.750% 1 Dec 09 US
19-nov-04 Hamamatsu Pht ¥ 4 "Zero" 30 Sep 09 JAPAN
22-nov-04 Nagoya RailTBFR¥ 8 "Zero" 31 Mar 10 JAPAN
22-nov-04 Nagoya RailTBFR¥ 9 "Zero" 30 Mar 12 JAPAN
22-nov-04 Collegiate Pacific 5.750% 1 Dec 09 US
22-nov-04 Global PowerTBF 4.250% 23 Nov 11 US
23-nov-04 Bk Handlowy(Citibk) 2.875% 8 Dec 07 POLAND
24-nov-04 Cimpor(CSFB) 2.000% 3 Dec 07 PORTUGAL
25-nov-04 Aida EngineeR ¥ 3 "Zero" 4 Dec 09 JAPAN
25-nov-04 Chungh Pict.TubeR "Zero" 8 Jun 07 TAIWAN
25-nov-04 CNOOC "Zero" 15 Dec 09 HONG KONG
25-nov-04 Tanaka ChemR "Zero" 12 Dec 08 JAPAN
29-nov-04 Allianz(NIB Capital) 0.125% 14 Dec 09 GERMANY

[malex]

Originalmente inviato da narday

Vi allego studio odierno di Centrosim su Banca Ifis ( confermato giudizio ottimo:BUY TP 10.20).
Regards

Grazie per l'update.
Preso un piccolo lotto ad ottobre a 99,97.

[Voltaire]

Originalmente inviato da narday

capite quanto ci sarebbe da lavorare ???

Il mercato delle convertibili è sempre stato enorme all'estero, solo che fino a pochi anni fa era irraggiungibile (assistenza zero e tagli minimi elevati) salvo che per i grandissimi clienti. Ora le condizioni di accesso sono cambiate.

[fabbro]

Originalmente inviato da Voltaire

Il mercato delle convertibili è sempre stato enorme all'estero, solo che fino a pochi anni fa era irraggiungibile (assistenza zero e tagli minimi elevati) salvo che per i grandissimi clienti. Ora le condizioni di accesso sono cambiate.

ma in Italia costano meno.Molto meno.E io da buon ligure.....
Se uno è un gestore tipo Narday che saluto e che penso essere gestore,comprare in Italia è da masochisti, per un piccolo o medio investitore l'Italia è l'deale per le cv.
Comunque è opera davvero meritoria da parte di Narday dischiudere i nostri occhi anche sulle cv estere e difatti la france telecom cv da lui evidenziata se scende sarà mia.

[Voltaire]

Originalmente inviato da fabbro

ma in Italia costano meno.Molto meno.

Perché i grossi non possono lavorarci (salvo rare eccezioni) per via dei volumi a zero e molti piccoli manco sanno che esistono (ed alcuni anni fa eravamo davvero quattro gatti a lavorarci, anche su FOL).

Quindi si possono sfruttare inefficienze a volte incredibili tanto sono grandi.

Ma un portafoglio grande (non solo da gestore) non può non guardarsi attorno anche sull'euromercato, anche per la varietà di aziende su cui si può investire.