- Not much to say about this Bank, except to state the obvious, it has been battered over the last few years - Will allocate long - I am looking for pull-backs to enter on(might change, depending on price action) - Time horizon for this allocation is medium term
The counter - I like the talk of the 'new' `CEO, however talk is cheap, action is not.
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Noble Group debt - there is a vote today(noble group) on its CoCo issuance.
DB equity might indirectly benefit, if the restructuring is favourable, perhaps?? - might be a good time to enter DB