Wednesday, December 21, 2016

The Ftse Mib in calo, Mps in red – Milano Finanza

european stock markets were down in opening, Square, Business (-0,36% 19.178 points the Ftse Mib), with their eyes fixed on the dossier Italian banks. It started in the Classroom of the Room the examination of the authorization, requested by the government to the Parliament, to update the public finance objectives for 2017 by allowing for a greater expenditure of up to € 20 billion, the funds are intended to provide a safety net for the banking sector. The session will conclude by 12 with the vote. The report approved by the council of ministers must obtain an absolute majority.

The permit will arrive then in time to deal with the failure of the private plan of recapitalisation of Mps , with the public offer which ends today. Heard yesterday from the boards Budget and Finances gathered of the house and Senate to Parliament, Pier Carlo Padoan reiterated that the credit institutions are not on the brink of the abyss. Full support then to the choice of the infant government Customers to immediately open up the parachute that meets any need. “There are some elements of risk that may require precautionary,” explained the minister of the Economy, defining a shield 20 billion a size “realistic”.

In the absence of other market mover of relief, the subject bank continues to influence also on the Italian bond that, because of the low volumes now on holidays, remains subject to a certain volatility intraday. The Btp share this morning, from a rate ten-year of 1,84%. The spread on the Bund is stable at an altitude of 158. While the greenback is travelling on the highest ten and a half months against the yen after the confirmation of the deal japanese and the last comments of the Bank of Japan. The dollar/yen trading at 117,633 from 117,84 yesterday and the euro/dollar 1,03983 from 1,0385.

The title Mps marks a -6,90% to 17,26 euro, while it appears more and more near the saving public. To press sources speak of a vertex in the Treasury with the president and ceo of the Mount to agree to the terms of plan B, a “nationalization temporary” that will be decided with a decree by Friday. Today at 14 closes the supply of conversion of the bonds subordinated and the public offering of shares, to morrow is the part of the increase reserved to institutional. The offer of conversion of the bonds subordinated reached yesterday accessions of approximately 350 million, 500 million in the complex, according to a source.

While in the supplement to the prospectus of the increase posted in the night, it emerged that the investment of the Atlas in the securities of the junior mezzanine for a maximum of 1,526 billion is subject to a number of conditions. Among these are that “he completed with success the purpose of the proposed share capital increase of 5 billion, through the subscription and payment mainly from market investors and hence different from the current shareholders”.

And again: that it remains “within the scope of the operation of the market”, which provides for an accession by the State to a total not exceeding 1 billion without public financial assistance measures, extraordinary or other forms of public intervention provided for under the legislative decree no. 180/2015 and/or the Brrd, and that no measures have been taken for reduction or conversion (so-called write-down or burden-sharing) in accordance with D. lgs. no.180/2015 and/or of the Brrd in relation to the shares and/or debt instruments issued by Mps , nor any measure of resolution and/or early intervention under the mentioned D. lgs. no. 180/2015 or any additional provision of applicable law or regulation.

a supplement to the information notice, where Mps update statement on the working capital that he had made in the previous document, it emerged that the bank had 10.6 billion of overall liquidity, which will be reduced to 200 million in four months to be insufficient by the next month. The data were updated with the situation at the December 16, compared to 14 December. In the previous communication a few days ago, with data to December 14, Mps she was said to have liquidity of 11 billion, enough for 11 months and that the liquidity would be decreased to 600 million at the 11th month, to become negative at the twelfth.

“we See a strong risk of execution of the capital increase and we believe that the most likely scenario is that the Italian government should intervene to support Mps with a capital increase of precaution on the part of the State with the burden-sharing”, comment on this morning, the analysts of Banca Imi that have rating and target price under review on Mps .

In the decline in fractional Unicredit (-0,50% 2,78€) to Jean-Pierre Mustier convinced that “whatever the solution will be found” on Mps and other banks in difficulty, the Italian banking system will be stronger after Christmas. After the planned capital increase of Unicredit , “the centre of gravity stock will probably be more international, but will remain the same focus”. The top manager has reiterated that the group aims to organic growth (“we do not intend to change the perimeter”) and that will keep the investment in Mediobanca at the (+0,13% to 7,92 euro), which calls for greater profitability.

Still revved Mediaset (+7,88% 4,79 euro) with Vivendi that holds the 25,75% of the share capital and 26,77% of the voting rights. With 29.9% and will reach in short, Vivendi will have an effective blocking minority and at that point Berlusconi will be forced to negotiate. For its part, the board of directors of Mediaset has decided unanimously to continue the legal battle against the failure of the sale to Vivendi of Premium and submit a complaint to Agcom in asking for interventions to “provisional and urgent”. The minister of Foreign affairs, Angelino Alfano, is “very worried” about the climbing of Vivendi Mediaset . Finally, Enel passes from hand to share the 4.092 euro (-0,68%) with Enel Open the Fiber that it has completed the acquisition of Metroweb, and then will proceed to the merger by incorporation of the acquired company. They continue, in the meantime, the negotiations for a possible entry in the infrastructure fund F2i in the capital.

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