Jim Cramer thiab lwm tus kws tshaj lij ntawm Wall Street hais tias qhov kev ceeb ntshai dhau ntawm Credit Suisse yog qhov txaus ntshai heev - vim li cas tam sim no yuav yog lub sijhawm zoo los dhia hauv

'Great franchise': Jim Cramer thiab lwm tus kws tshaj lij ntawm Wall Street hais tias qhov kev ceeb ntshai ntawm Credit Suisse yog qhov txaus ntshai heev - yog vim li cas tam sim no tej zaum yuav yog lub sijhawm los dhia hauv

'Great franchise': Jim Cramer thiab lwm tus kws tshaj lij ntawm Wall Street hais tias qhov kev ceeb ntshai ntawm Credit Suisse yog qhov txaus ntshai heev - yog vim li cas tam sim no tej zaum yuav yog lub sijhawm los dhia hauv

Credit Suisse (CS) tau tshaj tawm xov xwm lub lim tiam no, thiab tsis yog vim li cas.

Thaum lub txhab nyiaj qiv nyiaj pauv hloov pauv tau ntaus cov ntaub ntawv siab, nws ua rau muaj lus xaiv tias nws tuaj yeem ua rau lwm lub sijhawm Lehman Brothers. Credit default swaps yog cov khoom lag luam derivative uas ua haujlwm raws li daim ntawv pov hwm tiv thaiv lub tuam txhab defaulting ntawm nws cov nuj nqis.

Unsurprisingly, lub tuam txhab shares tumbled. Tab sis Jim Cramer yog qhov zoo tshaj plaws.

"Tib neeg txuas ntxiv tham txog lub sijhawm Lehman," nws hais ua ntej lub lim tiam no ntawm CNBC. "Kuv pheej xav tias, thaum kawg koj yuav muaj peev xwm tau txais kev sib koom ua lag luam hauv txhab nyiaj. Thiab leej twg tau txais Credit Suisse yuav ua tau zoo heev yog tias koj cordon tawm ntawm cov kev poob vim hais tias me nyuam tub, uas yog ib co zoo franchise. "

Tsis nco

Cov Tshuag tau rov qab los rau hnub Tuesday tab sis tseem qis dua 50% xyoo rau hnub tim.

Yog li dab tsi yav tom ntej tuav rau Credit Suisse? Cia peb pom dab tsi lwm cov kws tshuaj ntsuam xyuas ntawm Wall Street tau hais.

Qhov no tsis yog xyoo 2008

Txawm hais tias Credit Suisse zoo li tau poob kev ntseeg siab ntau los ntawm cov tub ua lag luam xyoo no, Citi Kev Tshawb Fawb tsis ntseeg tias nws yuav zoo li qhov teeb meem nyiaj txiag kawg - uas ua rau muaj Kev Txom Nyem Loj.

"Peb yuav ceev faj txog kev sib piv nrog cov tsev txhab nyiaj hauv 2008 lossis Deutsche Bank hauv 2016," Citi Research hais hauv tsab ntawv ceeb toom.

Daim ntawv tshaj tawm qhia tias Credit Suisse muaj tier 1 peev piv ntawm 13.5%, uas yog "siab vs cov phooj ywg."

tier 1 peev piv piv rau lub tsev txhab nyiaj cov peev txheej tseem ceeb rau nws tag nrho cov peev txheej uas pheej hmoo. Citi Kev Tshawb Fawb hais tias qhov piv ntawm 13.5% tso cai rau Credit Suisse muaj CHF2.5 billion ntawm cov peev nyiaj ntau dua piv rau 12.5% ​​piv.

"Lub liquidity credit ratio ntawm 191% yog ib tug zoo tshaj plaws nyob rau hauv cov chav kawm ntawv, nrog ib tug Swiss Franc 235 billion high-quality kua khoom portfolio, yog li lub liquidity txoj hauj lwm yog heev noj qab nyob zoo," daim ntawv qhia ntxiv.

"Raws li tsis muaj kev txhawj xeeb txog nyiaj txiag, peb pom kev txav mus los tam sim no hauv kev sib kis raws li qhov tsis yooj yim rau cov nqi nyiaj txiag."

Nyob rau hauv lwm yam lus, qhov kev sib tw tam sim no yog tias lub txhab nyiaj tuaj yeem ntsib cov nqi nyiaj txiag ntau dua.

'Tseem muaj nuj nqis ntau'

Kev nthuav dav ntawm Credit Suisse qhov kev sib pauv hloov pauv hloov pauv yog qhov tshwm sim los ntawm cov koom haum txheeb xyuas credit uas muaj qhov tsis zoo ntawm lub txhab nyiaj, raws li DBRS Morningstar tus kws tshuaj xyuas kev ncaj ncees Johann Scholtz.

Tam sim no, Moody's, S&P, thiab Fitch txhua tus muaj qhov tsis zoo ntawm Credit Suisse.

Nyob rau saum cov khw: Tsis txhob hnov ​​​​qab cov xov xwm tshiab tshaj plaws thiab cov dej ntws tsis tu ncua cov tswv yim ua tau los ntawm Wall Street cov tuam txhab saum toj kawg nkaus. Sau npe tam sim no rau tsab ntawv xov xwm MoneyWise Investing dawb.

Qhov ntawd tau hais tias, Scholtz tsis pom "Lehman lub sijhawm" tuaj rau lub txhab nyiaj, thiab suav tias nws yog "lub txhab nyiaj zoo heev."

"Txawm hais tias muaj peev xwm rau cov ntawv sau tshiab tau tshaj tawm los ntawm Credit Suisse thaum kawg ntawm lub hlis thaum lawv tab tom los nrog cov txiaj ntsig, tsis muaj dab tsi tshaj tawm rau lub sijhawm tam sim no uas qhia tau tias cov ntawv sau yuav txaus rau tiag tiag ua rau muaj teeb meem daws teeb meem rau Credit Suisse, "nws hais rau CNBC hnub Tuesday.

Tus kws tshuaj ntsuam ntxiv tias muaj "tseem muaj txiaj ntsig" hauv txhab nyiaj.

Cim hnub no

Thaum cov neeg koom ua lag luam txuas ntxiv xav tias yuav ua li cas cov khoom yuav nthuav dav rau Credit Suisse, lub txhab nyiaj tsis sawv ntsug.

Lub lim tiam dhau los, Credit Suisse tau hais tias nws yog "zoo nyob rau hauv txoj kev nrog nws cov kev tshuaj xyuas zoo nrog rau cov peev txheej thiab kev muag khoom vaj khoom tsev."

Lub tuam txhab yuav muab ib qho kev hloov tshiab txog qhov kev tshuaj xyuas cov tswv yim no thaum Lub Kaum Hli 27, uas tseem yog hnub uas nws tshaj tawm nws cov txiaj ntsig nyiaj txiag peb lub hlis twg.

Credit Suisse CEO Ulrich Koerner tau lees paub nws cov neeg ua haujlwm txog lub txhab nyiaj lub peev txheej thiab txoj haujlwm ua kom tau nyiaj.

"Kuv paub tias nws tsis yooj yim rau kev tsom mus rau ntau zaj dab neeg uas koj tau nyeem hauv xov xwm - tshwj xeeb, muab ntau cov lus tsis raug tseeb," nws hais hauv cov ntawv sau ua haujlwm tau txais los ntawm CNBC.

"Qhov ntawd tau hais tias, Kuv ntseeg tias koj tsis nkag siab peb cov nqi lag luam niaj hnub ua haujlwm nrog cov peev txheej muaj zog thiab cov nyiaj tau los ntawm lub txhab nyiaj."

Yuav nyeem dab tsi tom ntej

  • Cov Democrats hauv tsev tau tshaj tawm tsab cai lij choj uas txwv tsis pub cov nom tswv, cov kws txiav txim plaub, lawv cov txij nkawm thiab cov menyuam los ntawm kev lag luam cov khoom lag luam - tab sis ntawm no yog qhov lawv tseem nyob. tso cai rau tus kheej thiab ua

  • Billionaire Carl Icahn ceeb toom 'qhov phem tshaj tseem tsis tau los' - tab sis thaum cov neeg tuaj saib tau nug nws Tshuag xaiv, nws muab 2 lub npe ' pheej yig thiab siv tau'

  • Koj puas poob hauv Asmeskas cov qib qis, nruab nrab, lossis qib siab? Yuav ua li cas koj cov nyiaj tau los stacks

Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.

Tau qhov twg los: https://finance.yahoo.com/news/great-franchise-jim-cramer-other-184500437.html