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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收取 Archegos 费用。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收取 Archegos 费用。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":"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.<blockquote>瑞士信贷已经发布了盈利预警，人们对第一季度业绩的预期并不高，但这家瑞士银行仍然让关注这家银行业巨头的分析师们大吃一惊。</blockquote> 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.<blockquote>该银行宣布将筹集 19 亿美元的新资本，并表示继第一季度产生 44 亿法郎费用后，第二季度将就 Archegos Capital Management 的损失收取费用。</blockquote> Credit Suisse&nbsp;shares dropped 6% in midday Zurich trade and have lost about 30% since the bank first disclosed it would take a loss on Archegos.<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亏损 Archegos 以来，已下跌约 30%。</blockquote> UBS&nbsp;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.<blockquote>丹尼尔·布鲁巴赫 (Daniele Brupbacher) 领导的瑞银分析师表示，此次融资比市场预期的要早。“他们说：”尽管我们认为 CS 的资本状况很紧张，因此可能会进行战略审查，但此次增资可能会比市场预期的要早。</blockquote> Andrew Coombs,an analyst at&nbsp;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.<blockquote>花旗分析师安德鲁·库姆斯也发表了类似的评论。“给予买入评级的库姆斯说：”我们对这一行动感到惊讶，稀释资金的反应应该不佳，但应该有助于消除资本的担忧。</blockquote> 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&nbsp;Thomas Gottstein&nbsp;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.<blockquote>瑞士信贷还表示，由于与倒闭的格林希尔资本公司（Greensill Capital）相关的价值 100 亿美元的供应链资金被暂停，瑞士信贷 “有合理的可能性 ”将不得不承担损失。瑞士信贷首席执行官 Thomas Gottstein 在电话会议上表示，该银行对其中 23% 的资金有强有力的法律诉讼，可能需要数年时间才能与 Greensill 及其保险公司解决此事。</blockquote> 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&nbsp;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.<blockquote>该银行宣布将其投资银行业务（以及其中的优质服务业务）提供的杠杆减少 350 亿美元。花旗银行的库姆斯询问银行高管，这将对收入产生什么影响。“首席财务官大卫-马瑟斯（David Mathers）说：”我显然预计我们的主要收入会因此下降，但他无法量化下降幅度。他说，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，而不是一个独立的业务。</blockquote> Kian Abouhossein&nbsp;of JPMorgan&nbsp;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.”<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--“即使是尽可能地看涨期权具体问题，就像你们现在看到的Archegos一样”--也没有达到资本成本。马瑟斯说，所有业务都在接受审查，但瑞士信贷 “在第一季度的表现几乎超过了其他所有业务”。</blockquote>","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. 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Here's What Analysts Are Saying.<blockquote>瑞士信贷表示将再次收取 Archegos 费用。以下是分析师的说法。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-04-22 20:06\n\n</h4>\n</header>\n<article>\nExpectations 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.<blockquote>瑞士信贷已经发布了盈利预警，人们对第一季度业绩的预期并不高，但这家瑞士银行仍然让关注这家银行业巨头的分析师们大吃一惊。</blockquote> 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.<blockquote>该银行宣布将筹集 19 亿美元的新资本，并表示继第一季度产生 44 亿法郎费用后，第二季度将就 Archegos Capital Management 的损失收取费用。</blockquote> Credit Suisse&nbsp;shares dropped 6% in midday Zurich trade and have lost about 30% since the bank first disclosed it would take a loss on Archegos.<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亏损 Archegos 以来，已下跌约 30%。</blockquote> UBS&nbsp;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.<blockquote>丹尼尔·布鲁巴赫 (Daniele Brupbacher) 领导的瑞银分析师表示，此次融资比市场预期的要早。“他们说：”尽管我们认为 CS 的资本状况很紧张，因此可能会进行战略审查，但此次增资可能会比市场预期的要早。</blockquote> Andrew Coombs,an analyst at&nbsp;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.<blockquote>花旗分析师安德鲁·库姆斯也发表了类似的评论。“给予买入评级的库姆斯说：”我们对这一行动感到惊讶，稀释资金的反应应该不佳，但应该有助于消除资本的担忧。</blockquote> 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&nbsp;Thomas Gottstein&nbsp;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.<blockquote>瑞士信贷还表示，由于与倒闭的格林希尔资本公司（Greensill Capital）相关的价值 100 亿美元的供应链资金被暂停，瑞士信贷 “有合理的可能性 ”将不得不承担损失。瑞士信贷首席执行官 Thomas Gottstein 在电话会议上表示，该银行对其中 23% 的资金有强有力的法律诉讼，可能需要数年时间才能与 Greensill 及其保险公司解决此事。</blockquote> 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&nbsp;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.<blockquote>该银行宣布将其投资银行业务（以及其中的优质服务业务）提供的杠杆减少 350 亿美元。花旗银行的库姆斯询问银行高管，这将对收入产生什么影响。“首席财务官大卫-马瑟斯（David Mathers）说：”我显然预计我们的主要收入会因此下降，但他无法量化下降幅度。他说，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，而不是一个独立的业务。</blockquote> Kian Abouhossein&nbsp;of JPMorgan&nbsp;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.”<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--“即使是尽可能地看涨期权具体问题，就像你们现在看到的Archegos一样”--也没有达到资本成本。马瑟斯说，所有业务都在接受审查，但瑞士信贷 “在第一季度的表现几乎超过了其他所有业务”。</blockquote>\n<div class=\"bt-text\">\n\n\n 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>\n为提升您的阅读体验，我们对本页面进行了排版优化\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":616,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376102841"}