g********4
发帖数: 4959 | 1 nnd，500mln的bond 光利息一年就是47.5mln。银行家们真狠，比买T-bond划算多了。
请问散户能买到这样的bond吗？（这问题不是仅指干尸这个bond，是指这种高利息的企
业bond，散户能不能买） |
w*******o
发帖数: 6125 | 2 Greece treasury bond's yield are > 10.0%
Not surprise to see DRYS's yield on 9.5%,
After all, in terms of default, the nation,
Greece is still a little bit safer than a
Greece company, isn't it? |
D*****i
发帖数: 8922 | 3 风险也比国债大多了。买企业债，版上银杏经验多。
其实这个利息也不高。国内企业债有的有八点几的利息，算上人民币升值及安全性，比
干尸债强多了。
【在 g********4 的大作中提到】
: nnd，500mln的bond 光利息一年就是47.5mln。银行家们真狠，比买T-bond划算多了。
: 请问散户能买到这样的bond吗？（这问题不是仅指干尸这个bond，是指这种高利息的企
: 业bond，散户能不能买）
|
g********4
发帖数: 4959 | |
n****e
发帖数: 4990 | 5
but these companies are doing legitimate busyness, they can make profit if
the market is good. However the government could be doing much worse if the
couldn't control their deficient
【在 w*******o 的大作中提到】
: Greece treasury bond's yield are > 10.0%
: Not surprise to see DRYS's yield on 9.5%,
: After all, in terms of default, the nation,
: Greece is still a little bit safer than a
: Greece company, isn't it?
|
w*******o
发帖数: 6125 | 6 The country itself is like the ocean, any single
company is like the boat, it may disappear in
no time if a tsunami comes in.
Think about Argentina Default,as a foreign investor,
who will you trust more? Argentina itself, or a company
in Argentina?
the
【在 n****e 的大作中提到】
:
: but these companies are doing legitimate busyness, they can make profit if
: the market is good. However the government could be doing much worse if the
: couldn't control their deficient
|
j*****h
发帖数: 3292 | 7 Greece treasury bond
这是指国内债吧
国内债没有问题，只要印钞机没坏就成
DRYS 是美国债？？
【在 w*******o 的大作中提到】
: Greece treasury bond's yield are > 10.0%
: Not surprise to see DRYS's yield on 9.5%,
: After all, in terms of default, the nation,
: Greece is still a little bit safer than a
: Greece company, isn't it?
|
w*******o
发帖数: 6125 | 8 You must be kidding, you really believe that
a country can print money to solve its debt problem?
If it's not China that buying Spain's debt, it's in dead meat already.
The reason why the Greece yield is so high: nobody is willing to buy it, so
it has to keep raising its yield to attract buyer.
【在 j*****h 的大作中提到】
: Greece treasury bond
: 这是指国内债吧
: 国内债没有问题，只要印钞机没坏就成
: DRYS 是美国债？？
|
c**t
发帖数: 9197 | 9 ｈｉｇｈ ｙｉｅｌｄ ｂｏｎｄ ｉｓ ａｌｓｏ ｃａｌｌｅｄ ｊｕｎｋ ｂｏ
ｎｄ． |
w*******o
发帖数: 6125 | 10 One step back, even Greece want to print money,
it has no right to do so, it's the tiny little
brother who using EURO, whether they want to
print more money is controlled by ECB, or
the big brother, Germany, if that matters.
【在 j*****h 的大作中提到】
: Greece treasury bond
: 这是指国内债吧
: 国内债没有问题，只要印钞机没坏就成
: DRYS 是美国债？？
|
|
|
k********8
发帖数: 7948 | 11 你不觉得是国际炒家搞出来的题材吗？
现在界定一个国家信誉好坏不就是CDS吗？几个大资金在得到幕后潜台词的背书后联手
豪赌一下制造一点短时间的imbalance...这就整个是以小博大，用小资金迁着市场的鼻
子走
就那么点破事儿，要真想挑骨头了，哪个国家不是一摊子烂账？
so
【在 w*******o 的大作中提到】
: You must be kidding, you really believe that
: a country can print money to solve its debt problem?
: If it's not China that buying Spain's debt, it's in dead meat already.
: The reason why the Greece yield is so high: nobody is willing to buy it, so
: it has to keep raising its yield to attract buyer.
|
w*******o
发帖数: 6125 | 12 CDS is the insurance to protect default, not Credit rating itself.
Anyhow, if you believe in conspiracy, yes, maybe it's the
manipulation,but manipulation is part of the game, isn't it?
【在 k********8 的大作中提到】
: 你不觉得是国际炒家搞出来的题材吗？
: 现在界定一个国家信誉好坏不就是CDS吗？几个大资金在得到幕后潜台词的背书后联手
: 豪赌一下制造一点短时间的imbalance...这就整个是以小博大，用小资金迁着市场的鼻
: 子走
: 就那么点破事儿，要真想挑骨头了，哪个国家不是一摊子烂账？
:
: so
|
k********8
发帖数: 7948 | 13 所以我的意思是别把headline太当回事
是真是假都不重要，只要市场买帐，假的炒炒也就成真得了
好的大资金就是要善于发掘题材，然后找到足够大的对赌对象然后开始煽风点火渔翁得利
【在 w*******o 的大作中提到】
: CDS is the insurance to protect default, not Credit rating itself.
: Anyhow, if you believe in conspiracy, yes, maybe it's the
: manipulation,but manipulation is part of the game, isn't it?
|
j*****h
发帖数: 3292 | 14 对哟，忘了小希都没有自已的货币了
【在 w*******o 的大作中提到】
: One step back, even Greece want to print money,
: it has no right to do so, it's the tiny little
: brother who using EURO, whether they want to
: print more money is controlled by ECB, or
: the big brother, Germany, if that matters.
|
g********4
发帖数: 4959 | 15 （pi）G（reece）怎么这么可怜？
发信人: jackahh (RockMyLife), 信区: Stock
标 题: Re: 干尸offer bond竟然要付9.5%的利息，
发信站: BBS 未名空间站 (Thu Apr 28 20:22:22 2011, 美东)
对哟，忘了小希都没有自已的货币了 |
j*****h
发帖数: 3292 | 16 CDS 可以当成保险做default protection,
也可以直接4两做千金啊，这个市场太liquid 太大了
而且只赌一个risk： default risk.
IB是最大参加者，在里面搞波动，造市太容易了吧
【在 w*******o 的大作中提到】
: CDS is the insurance to protect default, not Credit rating itself.
: Anyhow, if you believe in conspiracy, yes, maybe it's the
: manipulation,but manipulation is part of the game, isn't it?
|
j*****h
发帖数: 3292 | 17 除了income stream 的还债能力
终极情况有liquidation value。
干屎当然比小希强啦，小希liquidation value 在哪？
【在 w*******o 的大作中提到】
: The country itself is like the ocean, any single
: company is like the boat, it may disappear in
: no time if a tsunami comes in.
: Think about Argentina Default,as a foreign investor,
: who will you trust more? Argentina itself, or a company
: in Argentina?
:
: the
|
D*****i
发帖数: 8922 | 18 希腊的小岛乌央乌央地一大片，没钱了卖岛吧。
【在 j*****h 的大作中提到】
: 除了income stream 的还债能力
: 终极情况有liquidation value。
: 干屎当然比小希强啦，小希liquidation value 在哪？
|
j*****h
发帖数: 3292 | 19 不说私有化了这多年，还有多少国有资产
就是还有不少，卖资产那也是political risk, 就是政府想卖，还没卖，就会倒台的
人民不干啊
【在 D*****i 的大作中提到】
: 希腊的小岛乌央乌央地一大片，没钱了卖岛吧。
|
c******e
发帖数: 25 | 20
昨天是25%
【在 w*******o 的大作中提到】
: Greece treasury bond's yield are > 10.0%
: Not surprise to see DRYS's yield on 9.5%,
: After all, in terms of default, the nation,
: Greece is still a little bit safer than a
: Greece company, isn't it?
|
