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2021-04-22
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Credit Suisse Says It's Going to Take Another Archegos Charge. Here's What Analysts Are Saying.<blockquote>瑞士信贷表示将再次向Archegos收费。以下是分析师的说法。</blockquote>
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Here's What Analysts Are Saying.<blockquote>瑞士信贷表示将再次向Archegos收费。以下是分析师的说法。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121350855","media":"Barrons","summary":"Expectations weren’t high heading into Credit Suisse‘s first-quarter results, having already issued ","content":"<p>Expectations weren’t high heading into Credit Suisse‘s first-quarter results, having already issued a profit warning, but the Swiss bank still managed to shock the analysts that follow the banking giant.</p><p><blockquote>瑞士信贷第一季度业绩的预期并不高，已经发布了盈利预警，但这家瑞士银行仍然让关注这家银行业巨头的分析师感到震惊。</blockquote></p><p> The bank announced it was raising $1.9 billion in fresh capital, and said there would be a charge in the second quarter relating to the losses at Archegos Capital Management, after incurring a 4.4 billion franc charge in the first quarter.</p><p><blockquote>该银行宣布将筹集19亿美元的新资本，并表示在第一季度产生44亿法郎的费用后，第二季度将就Archegos Capital Management的损失收取费用。</blockquote></p><p> Credit Suisse shares dropped 6% in midday Zurich trade and have lost about 30% since the bank first disclosed it would take a loss on Archegos.</p><p><blockquote>瑞士信贷股价在苏黎世午盘交易中下跌6%，自该银行首次披露将在Archegos上遭受损失以来已下跌约30%。</blockquote></p><p> UBS analysts led by Daniele Brupbacher said the fundraising came earlier than the market expected. “This capital increase probably comes earlier than the market expected even though we regarded CS’ capital situation as tight going into a likely strategy review,” they said.</p><p><blockquote>以Daniele Brupbacher为首的瑞银分析师表示，此次融资早于市场预期。他们表示：“尽管我们认为CS的资本状况紧张，可能会进行战略审查，但此次增资可能会早于市场预期。”</blockquote></p><p> Andrew Coombs,an analyst at Citi,made a similar comment. “We are surprised by this action and the dilution should be poorly received, but should help to take capital concerns off the table,” said Coombs, who has a buy rating.</p><p><blockquote>花旗分析师安德鲁·库姆斯也发表了类似的评论。“我们对这一行动感到惊讶，稀释应该不会受到好评，但应该有助于消除资本担忧，”给予买入评级的库姆斯表示。</blockquote></p><p> Credit Suisse also said it was “reasonably possible” it will have to take a loss over the suspension of $10 billion worth of supply-chain funds tied to fallen Greensill Capital. On a conference call, Credit Suisse Chief Executive Thomas Gottstein said the bank had a strong legal case over 23% of those funds and that it might take years to resolve the matter with both Greensill and its insurers.</p><p><blockquote>瑞士信贷还表示，由于与倒闭的Greensill Capital相关的价值100亿美元的供应链基金被暂停，该公司“有合理的可能”不得不承担损失。在电话会议上，瑞士信贷首席执行官Thomas Gottstein表示，该银行对其中23%的资金存在强有力的法律诉讼，可能需要数年时间才能与Greensill及其保险公司解决此事。</blockquote></p><p> The bank announced a $35 billion reduction in the leverage its investment bank business—and within there, the prime services business—will provide. Citi’s Coombs asked bank executives what the revenue impact would be. “I would expect clearly our Prime revenues to fall as a consequence there,” said Chief Financial Officer David Mathers,though he couldn’t quantify the decline. He said the business would be moving more to a “utility” model of serving clients that have multiple connections to the bank, rather than a stand-alone business.</p><p><blockquote>该银行宣布将其投资银行业务（其中包括prime服务业务）提供的杠杆率削减350亿美元。花旗的库姆斯询问银行高管，收入会受到什么影响。首席财务官戴维·马瑟斯(David Mathers)表示：“我显然预计我们的主要收入将因此下降。”不过他无法量化下降幅度。他表示，该业务将更多地转向“公用事业”模式，为与银行有多种联系的客户提供服务，而不是独立的业务。</blockquote></p><p> Kian Abouhossein of JPMorgan told the executives that the investment bank business—”even taking out what you could call specific issues such you see now with Archegos”—isn’t making its cost of capital, as he asked whether Credit Suisse needed its investment bank to be as big as it is. Mathers said all the businesses are being reviewed, but that Credit Suisse “pretty much outperformed everybody else in the first quarter.”</p><p><blockquote>摩根大通(JPMorgan)的基安·阿布侯赛因(Kian Abouhossein)告诉高管们，投资银行业务——“即使考虑到你现在在Archegos上看到的具体问题”——也没有达到资本成本，因为他询问瑞士信贷是否需要其投资银行要像它一样大。马瑟斯表示，所有业务都在接受审查，但瑞士信贷“第一季度的表现几乎优于其他所有公司”。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse Says It's Going to Take Another Archegos Charge. Here's What Analysts Are Saying.<blockquote>瑞士信贷表示将再次向Archegos收费。以下是分析师的说法。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse Says It's Going to Take Another Archegos Charge. Here's What Analysts Are Saying.<blockquote>瑞士信贷表示将再次向Archegos收费。以下是分析师的说法。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Expectations weren’t high heading into Credit Suisse‘s first-quarter results, having already issued a profit warning, but the Swiss bank still managed to shock the analysts that follow the banking giant.</p><p><blockquote>瑞士信贷第一季度业绩的预期并不高，已经发布了盈利预警，但这家瑞士银行仍然让关注这家银行业巨头的分析师感到震惊。</blockquote></p><p> The bank announced it was raising $1.9 billion in fresh capital, and said there would be a charge in the second quarter relating to the losses at Archegos Capital Management, after incurring a 4.4 billion franc charge in the first quarter.</p><p><blockquote>该银行宣布将筹集19亿美元的新资本，并表示在第一季度产生44亿法郎的费用后，第二季度将就Archegos Capital Management的损失收取费用。</blockquote></p><p> Credit Suisse shares dropped 6% in midday Zurich trade and have lost about 30% since the bank first disclosed it would take a loss on Archegos.</p><p><blockquote>瑞士信贷股价在苏黎世午盘交易中下跌6%，自该银行首次披露将在Archegos上遭受损失以来已下跌约30%。</blockquote></p><p> UBS analysts led by Daniele Brupbacher said the fundraising came earlier than the market expected. “This capital increase probably comes earlier than the market expected even though we regarded CS’ capital situation as tight going into a likely strategy review,” they said.</p><p><blockquote>以Daniele Brupbacher为首的瑞银分析师表示，此次融资早于市场预期。他们表示：“尽管我们认为CS的资本状况紧张，可能会进行战略审查，但此次增资可能会早于市场预期。”</blockquote></p><p> Andrew Coombs,an analyst at Citi,made a similar comment. “We are surprised by this action and the dilution should be poorly received, but should help to take capital concerns off the table,” said Coombs, who has a buy rating.</p><p><blockquote>花旗分析师安德鲁·库姆斯也发表了类似的评论。“我们对这一行动感到惊讶，稀释应该不会受到好评，但应该有助于消除资本担忧，”给予买入评级的库姆斯表示。</blockquote></p><p> Credit Suisse also said it was “reasonably possible” it will have to take a loss over the suspension of $10 billion worth of supply-chain funds tied to fallen Greensill Capital. On a conference call, Credit Suisse Chief Executive Thomas Gottstein said the bank had a strong legal case over 23% of those funds and that it might take years to resolve the matter with both Greensill and its insurers.</p><p><blockquote>瑞士信贷还表示，由于与倒闭的Greensill Capital相关的价值100亿美元的供应链基金被暂停，该公司“有合理的可能”不得不承担损失。在电话会议上，瑞士信贷首席执行官Thomas Gottstein表示，该银行对其中23%的资金存在强有力的法律诉讼，可能需要数年时间才能与Greensill及其保险公司解决此事。</blockquote></p><p> The bank announced a $35 billion reduction in the leverage its investment bank business—and within there, the prime services business—will provide. Citi’s Coombs asked bank executives what the revenue impact would be. “I would expect clearly our Prime revenues to fall as a consequence there,” said Chief Financial Officer David Mathers,though he couldn’t quantify the decline. He said the business would be moving more to a “utility” model of serving clients that have multiple connections to the bank, rather than a stand-alone business.</p><p><blockquote>该银行宣布将其投资银行业务（其中包括prime服务业务）提供的杠杆率削减350亿美元。花旗的库姆斯询问银行高管，收入会受到什么影响。首席财务官戴维·马瑟斯(David Mathers)表示：“我显然预计我们的主要收入将因此下降。”不过他无法量化下降幅度。他表示，该业务将更多地转向“公用事业”模式，为与银行有多种联系的客户提供服务，而不是独立的业务。</blockquote></p><p> Kian Abouhossein of JPMorgan told the executives that the investment bank business—”even taking out what you could call specific issues such you see now with Archegos”—isn’t making its cost of capital, as he asked whether Credit Suisse needed its investment bank to be as big as it is. Mathers said all the businesses are being reviewed, but that Credit Suisse “pretty much outperformed everybody else in the first quarter.”</p><p><blockquote>摩根大通(JPMorgan)的基安·阿布侯赛因(Kian Abouhossein)告诉高管们，投资银行业务——“即使考虑到你现在在Archegos上看到的具体问题”——也没有达到资本成本，因为他询问瑞士信贷是否需要其投资银行要像它一样大。马瑟斯表示，所有业务都在接受审查，但瑞士信贷“第一季度的表现几乎优于其他所有公司”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/heres-what-analysts-are-saying-about-credit-suisses-new-archegos-loss-51619092708?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/heres-what-analysts-are-saying-about-credit-suisses-new-archegos-loss-51619092708?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121350855","content_text":"Expectations weren’t high heading into Credit Suisse‘s first-quarter results, having already issued a profit warning, but the Swiss bank still managed to shock the analysts that follow the banking giant.\nThe bank announced it was raising $1.9 billion in fresh capital, and said there would be a charge in the second quarter relating to the losses at Archegos Capital Management, after incurring a 4.4 billion franc charge in the first quarter.\nCredit Suisse shares dropped 6% in midday Zurich trade and have lost about 30% since the bank first disclosed it would take a loss on Archegos.\nUBS analysts led by Daniele Brupbacher said the fundraising came earlier than the market expected. “This capital increase probably comes earlier than the market expected even though we regarded CS’ capital situation as tight going into a likely strategy review,” they said.\nAndrew Coombs,an analyst at Citi,made a similar comment. “We are surprised by this action and the dilution should be poorly received, but should help to take capital concerns off the table,” said Coombs, who has a buy rating.\nCredit Suisse also said it was “reasonably possible” it will have to take a loss over the suspension of $10 billion worth of supply-chain funds tied to fallen Greensill Capital. On a conference call, Credit Suisse Chief Executive Thomas Gottstein said the bank had a strong legal case over 23% of those funds and that it might take years to resolve the matter with both Greensill and its insurers.\nThe bank announced a $35 billion reduction in the leverage its investment bank business—and within there, the prime services business—will provide. Citi’s Coombs asked bank executives what the revenue impact would be. “I would expect clearly our Prime revenues to fall as a consequence there,” said Chief Financial Officer David Mathers,though he couldn’t quantify the decline. He said the business would be moving more to a “utility” model of serving clients that have multiple connections to the bank, rather than a stand-alone business.\nKian Abouhossein of JPMorgan told the executives that the investment bank business—”even taking out what you could call specific issues such you see now with Archegos”—isn’t making its cost of capital, as he asked whether Credit Suisse needed its investment bank to be as big as it is. Mathers said all the businesses are being reviewed, but that Credit Suisse “pretty much outperformed everybody else in the first quarter.”","news_type":1,"symbols_score_info":{"CS":0.9}},"isVote":1,"tweetType":1,"viewCount":349,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376102841"}
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