Pemex volume 2 - Pagina 53
Mercati alle prese con tre nodi da qui a fine anno, focus sugli asset meglio posizionati in ottica rialzo tassi
Il mercato del lavoro, le catene di approvvigionamento e la Cina. Sono questi i tre fattori da tener ben monitorati in questo momento dell?anno per superare senza particolari problemi la …
Titolo Telecom Italia sottovalutato? Mercato non dà retta a Gubitosi e in Borsa la tlc rivede gli inferi di ottobre 2020
Per Telecom Italia si sta materializzando un altro autunno da dimenticare in Borsa e anche le parole di Luigi Gubitosi non stanno riuscendo a dare fiato al titolo che segna …
Nasce il Mib ESG: funzionamento dell’indice e lista dei 40 titoli più sostenibili di Piazza Affari. Non mancano sorprese e differenze vs Ftse Mib
Prende vita oggi il primo indice Esg sulle blue chip di Piazza Affari. Il nuovo indice Mib ESG, annunciato oggi da Euronext, è infatti il primo indice Esg (Environmental, Social …
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  1. #521
    L'avatar di C.Bonacieux
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    Come intendono ristrutturare il debito, allungando le scadenze e dimezzando le cedole...per esempio?
    beh, il 2047 mi pare già lungo di suo, forse interverranno sui titoli più brevi

  2. #522
    L'avatar di Boris Balkan
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    Mexico Is Refinancing Pemex Debt After Getting IMF Reserves
    AMLO said he couldn’t provide details about an ongoing process
    President has said he wants to use IMF’s $12 billion for debt.
    -- Mexico has begun a process of refinancing state-owned Petroleos Mexicanos’s debt, after the nation received a transfer of about $12 billion from the International Monetary Fund.
    President Andres Manuel Lopez Obrador said Monday that refinancing had begun, and restated that he wants to use newly issued IMF reserves to pay debt, but that he couldn’t provide further details. His spokesman Jesus Ramirezconfirmed to Bloomberg News that Pemex’s debt is being refinanced.
    The government is considering whether the $12 billion in IMF reserves could be fully or partially used to pay off Pemex’s debt, according to a person with knowledge of the matter who wasn’t authorized to speak publicly about the topic.
    AMLO, as the president is known, has prioritized aid to Pemex, seeking to reduce the company’s borrowing costs and free up cash to invest in exploration and production following a decade and a half of output declines. The company currently has $115 billion in debt.
    Andres Manuel Lopez Obrador, Mexico’s president, speaks during a news conference in Mexico City, Mexico, on Monday, April 19, 2021.
    “I can’t say much, but a process of refinancing debt has begun,” the president said at his daily morning press conference. “But let me just say that Pemex is not being left adrift. It’s a company of the nation, of the Mexican people.”
    IMF Reserves
    Lopez Obrador has been pledging for weeks to repay debt with the IMF’s so-called special drawing rights, or SDRs, which are allocated to member countries based on their share in the Fund. The nation’s central bank says Mexico can only use those funds, which were issued last month as part of efforts to help countries amid the pandemic, if it purchases them from the bank, which received the IMF transfer as international reserves.
    Read More: Mexico Presses On With Plan to Pay Down Debt Using IMF Funds
    “The most expensive debt is Pemex, it’s the way you could reduce financing costs the most,” said Claudia Ceja, a strategist at BBVA in Mexico City. “First we have to see if they can use it for debt payment by law, and then there would probably be some swap, government buyback, or some intermediate operation.”


    Ceja says that the most likely target would be the medium and long end of the Pemex curve, as there’s still strong demand for the short end. Pemex’s 2025 and 2047 bonds yield about 8%, the most of any government or quasi-government bond, Bloomberg data shows.
    Bolstering state energy companies Pemex and the Federal Electricity Commission has been a central part of Lopez Obrador’s platform. He seeks to have Mexico produce enough oil to meet domestic demand and has petitioned for a constitutional reform to give priority to the state electricity company over private firms.
    “The interest rates that Pemex pays are higher than what the government pays for its sovereign debt,” AMLO said. “That cannot be the case. How can they categorize us as better than Pemex, if Pemex belongs to the people of Mexico, just like the government? That is what we are attending to and resolving.”(Updates with comment from person familiar in third paragraph and economist opinion in seventh paragraph.)

  3. #523

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    appena uscito dalla 35, ancora dentro con la 47. Oggi un bel balzo in avanti!

  4. #524
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    Quindi è rifinanziamento e non ristrutturazione del debito...

  5. #525

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    Citazione Originariamente Scritto da a68gio Visualizza Messaggio
    Quindi è rifinanziamento e non ristrutturazione del debito...
    Esatto

    Mexico To Begin Refinancing Pemex Debt with IMF Reserves - Track Live Bond Prices Online with BondEValue App - "Petroleos Mexicanos" OR "Pemex"

  6. #526
    L'avatar di Boris Balkan
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    Mexico Budget Plans to Reduce Pemex Profit Sharing Duty to 40%

    Mexico’s proposed 2022 budget plans to reduce Pemex’s profit sharing duty to 40%, according to the documentpublished by the Finance Ministry.
    Budget sees total net public sector spending increase of 8.6% to 7.05 trillion pesos (~$353.6b)
    Budget sees 2022 public deficit at 3.1% of GDP
    Largest measure of deficit seen at 3.5%
    Primary deficit seen at 0.3%
    Debt to GDP seen stable at 51%
    NOTE: Mexico 2022 Budget Sees GDP Growth at 4.1% Next Year
    2021 GDP growth seen at 6.3%
    2021 primary deficit seen at 0.4%
    2021 public deficit at 3.2%

  7. #527

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    Oggi ho visto puntualmente accreditata la cedola di Pemex 2027 6,5%. Tutto regolare fuorché il cambio applicato da UCG: 1,1838 (valuta del 13 sett.) Chi mi può dire che cambio ha avuto?

  8. #528
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    Bond Pemex in dollari in ribasso negli ultimi giorni, nonostante la risalita del petrolio; non trovo news al riguardo di Pemex, sarà "solo" per la risalita dei tassi sui TDS USA? Nel dubbio sono rientrato sulla 44 a 80.5

  9. #529
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    Rientrato sulla 2046 a 80,72

  10. #530
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    Sembra che i soldi dell'IMF non andranno per ricomprare debito di Pemex, in quanto appena dichiarata quest'ipotesi i prezzi dei bond si sono rialzati rendendo meno conveniente l'operazione (ma ora però mi sembra siano di nuovo scesi, NDR):

    Bloomberg - Are you a robot?

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