Télécharger le document : Thaler’s Corner du 29-06-10 special attali
Archive for June, 2010
Et la BCE ne bouge pas !
On June - 28 - 2010
Télécharger le document : Thaler’s Corner du 28-06-10
Theolia Capital Increase – Impact on Oceane
On June - 25 - 2010
THEOLIA, as indicated during its General Meeting on June 1, 2010, enters the last stage of its financial restructuring by launching a capital increase for an amount of up to 60,463,059 euros through a rights offering The primary
purpose of this capital increase is to allow THEOLIA to reinforce its equity capital in the context of the restructuring of its convertible bond (OCEANE).
Agences de Notation: 1 ; BCE: 0.
On June - 23 - 2010
Télécharger le document : Thaler’s Corner du 23-06-10
Unibail into Gecina switch Idea
On June - 22 - 2010
As growing unemployment rate in Europe is still weighting on office demand, we have, to say the least, no conviction at all regarding the sector. Actually, the trend of occupancy rate is still down hampering REIT’s pricing power.
Nevertheless, as economy is picking up it may make sense for some investors not to wait for all the green lights. Should you be exposed, we would advise to switch fom Unibail to Gecina. The yield gap for the two convertible bonds is 5.55% ! A number unjustified by the delta difference and the annualized premium (4.7% for Unibail and 5.6 % for Gecina).
Pourquoi le Yuan compte énormément !
On June - 21 - 2010
Télécharger le document : Thaler’s Corner du 21-06-10
Un peu d’histoire pour le Weekend.
On June - 18 - 2010
Télécharger le document : Thaler’s Corner du 18-06-10
S&P 500, C&I Loans, IP et Core CPI.
On June - 17 - 2010
Télécharger le document : Thaler’s Corner du 17-06-10
Quels ‘temps intéressants’….
On June - 15 - 2010
Télécharger le document : Thaler’s Corner du 15-06-10
Bien meilleure image pour la Zone Euro.
On June - 14 - 2010
Télécharger le document : Thaler’s Corner du 14-06-10
