a*****1
发帖数: 3134 | 1 Since financial crisis, regulations on banks are so strong and we can
certainly trust their risk assessment. More importantly, the oil debt banks
holding are mostly the revolvers/credit facilities which has the first
priority. The most dangerous ones are the unsecured debt which usually are
not on banks' book. The majority current debt banks hold are worth 90-97
cents on the dollar. Those debt are clearly on the book and not securitized
or amplified. If you see $10B on the book, it is safe to assume the lose
will be $300M to 1B. |
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