BARCLAYS for ever

shark2007

The glory road
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Salve amici lettori! :)

Volevo comunicare una mia recente operazione azionaria per raccogliere i Vs graditi consigli, opinioni, giudizi, rimproveri, etc...:rolleyes:

Ho acquistato sul LSE un pacchettino di azioni Barclays a 500,00 GBP... :yes:
Ho ritenuto valido il titolo per via del buon prezzo... (minimo degli ultimi 5 anni...) del buon dividend0 (6,20%) ... e per il fatto che da sempre distribuisce utili in crescita...OK!

Speriamo bene...:cool:

Attendo Vs pareri. Grazie. :)
 
Sono stato attratto da Barclays anche io, ma col crisi di cui non sappiamo bene quanto peserà sull'economia ho lasciato perdere e lascerò perdere.
 
Barclays si sta riprendendo dai minimi di Ottobre-novembre 2008 ... :rolleyes:

Nel medio periodo la grande banca inglese dovrebbe ricominciare a macinare utili e a dare soddisfazioni agli azionisti ... :cool:

Dal secondo semestre del 2009 si attende la ripresa del pagamento del dividendo ... :yes:
 
Barclays ... avanti tutta ... ! OK!
 
Credo che nelle prossime 3-4 settimane possa far bene, al momento pero' preferisco buttarmi sui crucchi :D
 
08.01.2009 - MILANO (Finanza.com)

America ed Europa unite nella recessione. Gli analisti della banca olandese Ing, non hanno dubbi: su entrambe le sponde dell'Atlantico la recessione si farà sentire per buona parte del 2009.
Per chi privilegia gli investimenti azionari il suggerimento operativo degli esperti è ispirato al buon senso.
Secondo il broker le azioni potrebbero riaggiornare i loro minimi nella prima metà dell'anno appena iniziato. Con qualche distinguo però.
Gli esperti di Ing, che hanno rivisto la loro valutazione in generale sul comparto assicurativo e bancario a neutral dal precedente underweight, sono, infatti, convinti che le Borse potranno realizzare guadagni intorno al 70% a partire dalla seconda metà del 2009 fino al 2010.

:cool: :yes:
 
Ultima modifica:
Barclays oggi è ... scoppiettante ...! :yes: 1,85 GBP ... OK!
 
ottimo timing
:D

Erano i prezzi di 12 mesi fa ... e apparivano interessanti ... :rolleyes:
Fortunatamente ne avevo pizzicate una quantità così modesta che è stato facile mediare al ribasso con acquisti assai più recenti ... (l'ultimo a 150 pences ... ) :cool:

Cmq, Barclays è la banca inglese messa meglio in assoluto ... Infatti, non ha dovuto ricorrere a finanziamenti statali ... mantiene un azionariato totalmente privato, conta di tornare all'utile entro il primo semestre 2009 e distribuirà un dividendo nella seconda metà dell'anno ... ;)

PS
Piuttosto ... Tu Ricpast come sei messo con Citigroup ...?! :censored:
 
Sono appena rientrato e cosa vedo???? azzarola - 28% cosa è successo?
 
da Financial Times

Barclays seeks to reassure investors
By Peter Thal Larsen and Jane Croft in London and Francesco Guerrera and Greg Farrell in New York

Published: January 16 2009 19:18 | Last updated: January 16 2009 21:22

Barclays on Friday took the extraordinary step of declaring its profits for last year were better than expected in an effort to quell concerns that had triggered a 25 per cent plunge in its share price.

The UK’s third largest bank said 2008 profit before tax for the year, reflecting costs, impairments and market valuations, would be “well ahead” of the £5.3bn forecast by analysts.

Barclays moved after its shares fell to 98p, their lowest level since 1993. Earlier, amid intensifying turmoil in the capital markets, US-based Citigroup and Merrill Lynch – owned by Bank of America – reported huge losses, triggering concerns that other lenders were likely to follow suit.

Barclays was not due to report its results until February 17, and its decision to take such an unprecedented step underscores the bank’s determination to reassure the markets about its financial position.

Friday’s late sell-off came on the day the UK ban on short-selling in financial stocks, in place since last September, was lifted.

The move came after days of speculation that Barclays might need to raise fresh capital.

The bank has so far avoided turning to the UK government for capital, but has been dogged by accusations that it has been less aggressive than rivals in valuing complex debt securities on its balance sheet.

Barclays said on Friday it expected to end 2008 with an equity tier one capital ratio - a measure of financial strength - of 6.5 per cent at the year end and a tier one capital base of 9.5 per cent, after the conversion of mandatory convertible notes it issued to investors as part of its capital raising last autumn.

The bank’s pre-tax profits are expected to have been boosted by a negative goodwill adjustment related to its acquisition of the US assets of Lehman Brothers.

The grim news from some of the biggest names in global finance stoked investor fears of another round of capital-raisings, triggering another sell-off in bank shares
 
C'è questo piccolo articolo in italiano qui

inoltre da Financial Times

Barclays dents FTSE gains
By Bryce Elder and Neil Hume

Published: January 16 2009 08:42 | Last updated: January 16 2009 19:39

The FTSE 100 broke a seven-day losing streak on Friday but bank investors were seeing little respite.

Barclays led the blue-chip fallers, tumbling 24.9 per cent to a 16-year low of 98p.

The slump came entirely in the last hour of trading as several bearish theories circulated the City.

The most commonly cited rumour was that Barclays would be blocked from joining any UK government “bad bank” scheme as it has chosen not to participate in a state recapitalisation.

An alternate theory was that, if Barclays did want to use any government scheme to buy up toxic debt, it would have to book writedowns on assets that were previously being held to maturity.

The rumours came at a time when Barclays has been under growing pressure to devalue the complex paper on its balance sheet.

Sir Nigel Rudd, who resigned as Barclays’ deputy chairman last week, has denied his exit was because of a spat with John Varley, chief executive, over its valuation of bad loans.

The slump also coincided with the expiry of the UK short-selling ban on financial stocks. Royal Bank of Scotland finished down 13 per cent to 34.7p and Lloyds TSB was 4.9 per cent adrift at 98.4p.

Meanwhile, HSBC hit a 10-year low after Fitch put the lender’s credit rating on negative watch and RBS cut its rating to “sell” from “hold” in a sector review.

RBS said domestic banks were “technically insolvent on a fully marked-to-market basis” while their emerging market peers were too weak to withstand the current stage of the economic cycle.

The broker moved to “sell” on Barclays and Standard Chartered but raised Lloyds to “hold” as it is “the most geared to any equity-friendly government initiative”.
 
da Financial Times

What’s rocking Barc?
Posted by Sam Jones on Jan 16 16:45.

BARC down 24.85 per cent. RBS down 13.03 per cent.

- On an afternoon when the market is up, and the next nearest faller is Lloyds, down 5 per cent.

A flurry of rumours abound. Talk that Barc won’t be included in the putative UK government bad bank scheme; talk of monoline exposure; and talk of the impact from the downgrades on credit card companies to which Barc is exposed.

None of which, as rumours, seem to have the mettle to force Barc to lose a quarter of its value on a Friday afternoon - by our judgment at least.

Mayfair’s finest must certainly be enjoying this. It certainly seems like there’s been a raid on the day the short selling ban on UK financials expired. (Though on the other hand, Barc’s performance has been dismal all week.)
But we would draw readers’ attention to one other set of facts - presumably not the proximate cause of this afternoon’s panic, but certainly worth bearing in mind.

Last week, Sir Nigel Rudd resigned as deputy chairman of Barclays amid rumours of a spat with chairman John Varley over the valuation of certain assets on the bank’s balance sheet (a notion which has been dismissed by friends of both Rudd himself and Barclays).

Barclays is an industry leader in synthetics - corporate CDOs, structured credit products, et cetera. Before Christmas, there were a number of warnings circulating about the potential for disaster in this market - on almost the same scale as that seen in ABS CDOs.

Yesterday, rating agency Moody’s issued this notice (emphasis ours):

New York, January 15, 2009 — Moody’s Investors Service announced today that it has revised and updated certain key assumptions that it uses to rate and monitor corporate synthetic CDOs, a type of collateralized debt obligation backed by a pool of credit default swaps referencing corporate credits.

Moody’s is revising its assumptions to reflect the expected stress of the global recession and tightened credit conditions on corporate default rates, which are likely to be more variable and extreme than those in other recent historical downturns. Specifically, the changes announced today include: (1) a 30% increase in the assumed likelihood of default for all corporate credits in synthetic CDOs, and (2) an increase in the degree to which ratings are adjusted according to other credit indicators such as rating Reviews and Outlooks. Moody’s also announced an increase in the default correlation it applies to corporate portfolios as generated through a combination of higher default rates and an increase in investment grade and financial sector asset correlations.


Based on initial assessment, Moody’s expects to lower the ratings of a large majority of corporate synthetic CDO tranches by three to seven notches on average. The actual magnitude of the downgrades will depend on transaction specific characteristics such as tranche subordination, vintage and portfolio composition.

Those kind of cuts could have disastrous implications for banks’ asset risk weightings under the Basel II regime. Although many banks use their own internal methods to calculate risk weightings, rather than relying on an external rating-based approach, it will be very hard for banks to justify to auditors the use of models that are out of line with the kind of assumptions the rating agencies are now adopting.

Conclusion: any bank with large holdings of synthetic CDOs may be forced to make large writedowns and more seriously, stump up huge extra amounts of regulatory capital.

And which UK banks are big with synthetics? Barc and RBS, by our memory. More info to follow.
 
Riporto dal sito di Barclays una dichiarazione ufficiale del Board di Barclays ... :cool:


BARCLAYS PLC - 16.01.2009
Response to share price movement

In view of Barclays recent share price movement, the Board of Barclays has today issued the following statement.
The Board of Barclays knows no justification for the fall in the share price. Barclays will announce full results for the year ended 31 December 2008 on 17 February 2009.
The Board of Barclays expects to report profit before tax for the year, after reflecting all costs, impairment and market valuations, well ahead of the £5,300m consensus estimate of sell-side analysts.

Further, Barclays expects to report a year-end equity tier one capital ratio and tier one capital ratio, on a pro forma basis reflecting the conversion of the Mandatorily Convertible Notes, of approximately 6.5% and 9.5% respectively.

-ENDS-

:cool:


NEW YORK, 16 gennaio (Reuters)

Gli indici americani hanno chiuso in rialzo oggi, grazie agli investitori che hanno acquistato i titoli delle compagnie energetiche e ai commenti rassicuranti dalla britannica Barclays.

Il Dow Jones .DJI ha guadagnato lo 0,83% chiudendo a 8.280,90, mentre lo Standard & Poor's 500 .SPX è salito dello 0,75% a 850,03.

Il Nasdaq Composite .IXIC ha guadagnato l'1,16% a 1.529,33.

:rolleyes: :)
 
Ultima modifica:
Gli esponenti della Banca si sono detti sorpresi per l'andamento del titolo nell'ultima ora di venerdì.
Quando cercano di tranquillizzare c'è da aspettarsi la mazzata?: :confused: :wall:
 
Ultima modifica:
Gli esponenti della Banca si sono detti sorpresi per l'andamento del titolo nell'ultima ora di venerdì.
Quando cercano di tranquillizzare c'è da aspettarsi la mazzata?: :confused: :wall:

Tuttavia hanno anticipato i risultati di bilancio dell'intero 2008 ... e risultano abbastanza discreti ... + 5,30 mld £ ... :cool:

"The Board of Barclays expects to report profit before tax for the year, after reflecting all costs, impairment and market valuations, well ahead of the £ 5,30 mld consensus estimate of sell-side analysts."

Forse il mercato finanziario ... che di questi tempi è appannaggio degli operatori professionali ... è alla ricerca di pretesti per movimentare violentemente le quotazioni ... In altre parole, si getta "un sasso nello stagno" e si cavalcano le ondine ... speculando sulle differenze di prezzo ... :cool:
 
Ma quando toccherà il fondo? cavolo!!!!!!:wall:
 
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