> "#714 Bis anfang februar zu den zahlen."
Die werden ganz, ganz fürchterlich. Ich würde meine Erwartung jetzt lieber auf tiefstes Katastropheniveau runterschauben, um hier nicht böse überrascht zu werden. Und das schön in die bereits tief gefallenen Kurs schon mal einpreisen.
Largest Credit Suisse institutional US shareholder Oakmark International Fund: "Fourth Quarter 2022. Swiss Financial services company Credit Suisse was a top detractor for the quarter....Outside of the DTA write-down, we believe that third-quarter results show that the core franchises continue to perform acceptably despite the negative headlines. We also appreciate that management’s restructuring plan includes increasing the capital allocated toward the company’s higher quality franchises and away from its lower quality investment bank. Although we were disappointed that the company needed to raise more capital than we had expected, given the size of the DTA impairment and the desire for a new investor to come in, we believe this will leave Credit Suisse in a strong capital position."
https://oakmark.com/news-insights/...tional-fund-fourth-quarter-2022/
"despite the negative headlines"... war heute dank US Feiertag mal wohltuend ruhig im täglichen Shitstorm der angelsächsischen Finanzpresse. |
