Nws tau ntau tshaj li kaum xyoo txij li thaum muaj teeb meem nyiaj txiag hauv 2007-2008 thaum Lehman Brothers, lub tuam txhab lag luam loj thib plaub hauv Teb Chaws Asmeskas tau tawg thiab ua lag luam poob. Ze li ntawm 14 xyoo tom qab ntawd, Credit Suisse thiab Deutsche Bank, ob lub tsev txhab nyiaj loj tshaj plaws hauv ntiaj teb, tau raug kev txom nyem los ntawm kev poob qis thiab cov tsev txhab nyiaj cov nyiaj pov hwm kev pov hwm qib qis tau nce mus txog qib tsis pom txij li xyoo 2008.
Credit Suisse thiab Deutsche Bank Valuations muaj Dive-Bombed - Cov neeg ua lag luam sib tham txog kev pheej hmoo rau kev lag luam thoob ntiaj teb
Nyob rau thawj lub limtiam ntawm Lub Kaum Hli, kev lag luam hauv ntiaj teb txuas ntxiv saib tsis zoo vim tias cov nqi hluav taws xob thiab roj tau nce siab, kev nce nqi hauv ntau lub tebchaws yog qhov siab tshaj plaws hauv 40 xyoo, cov saw hlau tau tawg, kev lag luam kev lag luam tau txo qis tus nqi tseem ceeb, thiab cov tensions. nruab nrab ntawm sab hnub poob thiab Russia tau nce siab.
Nyob rau hauv qhov kev lag luam tsis zoo no, ob lub tuam txhab lag luam loj tshaj plaws yog floundering los ntawm kev txom nyem kev nqis peev. Cov ntaub ntawv lag luam qhia tau tias Credit Suisse Group AG (NYSE: CS) thiab Deutsche Bank AG (NYSE: DB) tab tom ua lag luam ntawm tus nqi qis heev uas tsis tau pom txij li xyoo 2008 nyiaj txiag teeb meem.
Thaum kawg ntawm Lub Yim Hli, Deutsche Bank tau txheeb xyuas cov teeb meem cuam tshuam nrog Credit Suisse, thiab cov kws tshuaj ntsuam xyuas hauv tuam txhab tau sau tseg tias muaj kev cuam tshuam. $4.1 billion qhov sib txawv uas yuav tsum tau ua kom tiav txhawm rau tiv thaiv lub tuam txhab nyiaj txiag txoj kev noj qab haus huv. Tsis tas li ntawd, Credit Suisse's credit default insurance (CDS) theem zoo ib yam li CDS theem Lehman Brothers tau ua ntej lub txhab nyiaj poob nyiaj.
Credit Suisse CEO Ulrich Koerner tsis ntev los no piav qhia tias nws lub tuam txhab tab tom ntsib "lub sijhawm tseem ceeb" thiab nws tau hais tias lub tuam txhab nyiaj txiag hauv Swiss muaj "muaj peev xwm muaj peev xwm thiab muaj peev xwm ua tau zoo."
Cov neeg lag luam loj hais tias Credit Suisse CDS Yog Kev Lag Luam Zoo Li 'Lehman Moment,' Wallstformainst CEO Hais tias 'Txhua tus neeg uas ntseeg siab Credit Suisse's accounting Tseem Ntseeg hauv Unicorns thiab Hniav Fairy'
Tsis yog txhua tus pom zoo nrog Koerner raws li tsab ntawv ceeb toom los ntawm investing.com cov ntsiab lus hais tias "cov tub lag luam loj uas cuam tshuam nrog Credit Suisse hais tias lub txhab nyiaj peev yog kev puas tsuaj, [thiab] CDS yog kev lag luam zoo li lub sijhawm 'Lehman' [yog] tab tom yuav ntaus. ” Tus thawj coj ntawm Compcircle Gurmeet Chadha, txawm li cas los xij, tsis xav tias kev lag luam loj tsis zoo yuav nthuav tawm nws tus kheej.
"Txij li xyoo 2008, ib xyoos ib zaug Credit Suisse [thiab] ib zaug hauv [ob xyoos] Deutsche bank tab tom yuav ua tsis tau," Chadha tweeted. "Nyob rau hauv Txhua qhov kev kho - qhov kev xav no pib los. Hauv kuv qhov kev paub me me- Ib qho kev tshwm sim swan dub yeej tsis tshaj tawm nws tus kheej. "
Cov kws tshuaj ntsuam xyuas credit Suisse txo qis lawv tus kheej cov khoom lag luam rau kev muag khoom pic.twitter.com/SghqtoFnhS
— Dr. Parik Patel, BA, CFA, ACCA Esq. (@ParikPatelnoCFA) Lub kaum hli ntuj 2, 2022
Chadha cov lus tawm tswv yim tsis tau muab lub cork rau qhov kev kwv yees nyob ib puag ncig ob lub tsev txhab nyiaj thiab ntau tus ntseeg tias muaj kev puas tsuaj yuav tshwm sim. "Credit Suisse tej zaum yuav poob," tus account Twitter 'Wall Street Silver' hais rau nws 320,000 followers.
Wall Street Silver tau hais tias "Kev poob qis hauv Credit Suisse tus nqi sib koom yog qhov kev txhawj xeeb loj," "Los ntawm $ 14.90 thaum Lub Ob Hlis 2021, txog $ 3.90 tam sim no. Thiab nrog P / B = 0.22, kev lag luam tau hais tias nws tsis muaj peev xwm thiab tej zaum yuav tawg. "
Credit Suisse, 4 tus lej tseem ceeb:
160 b kz
400b ntawm hu rau Liabilities
900b Kev tawm dag zog
40b Equity- Charlie Munger Kiv cua (@CharlieMunger00) Lub kaum hli ntuj 1, 2022
An tsom xam ntawm qhov xwm txheej luam tawm ntawm Seeking Alpha kuj tseem sau tseg tias Credit Suisse thiab Deutsche Bank tab tom ua lag luam ntawm cov txiaj ntsig kev ntxhov siab thiab hais ntxiv tias Credit Suisse "yuav tau mus dhau qhov kev mob hnyav." Tus kws sau ntawv Seeking Alpha sau tias "[Credit Suisse] yog kev lag luam ntawm 0.23x tangible phau ntawv [thiab] Deutsche Bank ua lag luam ntawm 0.3x tangible book value." Txawm li cas los xij, tus kws sau ntawv Seeking Alpha hais tias Deutsche Bank ua haujlwm los ntawm cua daj cua dub los ntawm cov txiaj ntsig los ntawm cov paj laum. Tus sau ntxiv
Cov tub lag luam yuav tsum zam [Credit Suisse] thiab yuav [Deutsche Bank].
Cov neeg lag luam ntseeg tias ob lub tuam txhab nyiaj txiag tau ntsib teeb meem loj thiab lawv tsis ntseeg cov lus hais los ntawm Credit Suisse CEO. Qee tus tau thuam lub tsev txhab nyiaj cov txheej txheem tshawb xyuas raws li lawv ntseeg tias Credit Suisse thiab Deutsche Bank yog mus txog rau lawv caj dab hauv nuj nqis thiab qiv nyiaj phem.
"Qhia rau kuv tus lej tiag ntawm cov nyiaj qiv tsis zoo uas Credit Suisse muaj rau cov peev nyiaj thiab tsev neeg lub chaw haujlwm xws li Archegos," CEO ntawm Wallstformainst Jason Burack tweeted hauv lub yim hli ntuj. "Vim hais tias leej twg uas ntseeg siab rau lawv cov accounting kuj ntseeg cov unicorns thiab cov hniav fairy." Thaum lub sijhawm sau ntawv, lo lus "Credit Suisse" yog heev nrov ntsug sib ntawm Twitter hnub Sunday sawv ntxov (ET) nrog 46,000 tweets.
Koj xav li cas txog cov teeb meem nyiaj txiag nyob ib puag ncig Deutsche Bank thiab Credit Suisse? Qhia rau peb paub koj xav li cas txog cov ncauj lus no hauv cov lus hauv qab no.
Duab Credit: Shutterstock, Pixabay, Wiki Commons, Editorial photo credit: Nataly Reinch thiab Rostislav Ageev
Disclaimer: Kab lus no tsuas yog rau kev ua ntaub ntawv xwb. Nws tsis yog qhov ncaj qha lossis kev thov rau qhov kev yuav lossis muag, lossis kev pom zoo lossis kev pom zoo ntawm ib yam khoom, kev pabcuam, lossis tuam txhab. Bitcoin.com tsis muab peev, peev nyiaj, cai lij choj, lossis tswv yim nyiaj txiag. Tsis yog cov tuam txhab lossis cov neeg sau ntawv ua lub luag haujlwm, ncaj qha lossis tsis ncaj rau, rau ib qho kev puas tsuaj lossis poob lossis ua rau raug iab liam los ntawm lossis kev sib txuas nrog kev siv lossis kev cia siab rau qee cov ntsiab lus, khoom muag lossis kev pabcuam tau hais hauv tsab xov xwm no.
Tau qhov twg los: https://news.bitcoin.com/trading-like-a-lehman-moment-credit-suisse-deutsche-bank-suffer-from-distressed-valuations-as-the-banks-credit-default-insurance- nyob ze-2008-levels/