Helaas, Bloomberg weet/meldt geen namen, maar 25 van de 105 is wel veel!
IEX heeft zelf geen Bloomberg-terminal maar Zero Hedge wel. Ik copypaste de hele tekst van het berenblog:
With the results of Europe's annual AQR, aka Stress Test, due out on Sunday, most had been expecting that despite some rhetoric that various brand name banks may fail, that it would be largely more of the usual: puff. That, however, may not be the case, and as Bloomberg just reported, a whopping 25 banks are set to fail the stress test, compared to 105 which are set to pass. As Bloomberg notes:
- 105 banks passed the test, draft document shows
- Number of banks that would have shortfall even after capital-raising to Sept. 30, 2014, is the subject of ongoing talks, a person with knowledge of the matter says
- Negotations continue with about 10 banks shown to have net shortfall after 2014 capital measures, the person says
- An ECB spokesman says the central bank can’t comment on speculation about the outcome of the comprehensive assessment. Any inferences drawn as to the final outcome of the exercise would be highly speculative until the results are final on Oct. 26, spokesman says
Note: the outcome is fluid and somehow still pending negotiation, some 48 hours before the announcement. How that makes the test any more credible is beyond our meager comprehension skills. More importantly, as we noted earlier, stress test failures means more ECB bailouts. Which is, of course, bullish.
Ik weet niet hoe dit Britse persbureau aan deze informatie komt, maar het Duitse überhedge fund... uh Deutsche Bank zou wel door de stresstest zijn:
Reuters weet intussen meer:
A group 25 banks have failed European stress tests, while up to 10 of those continue to have a capital shortfall, two people familiar with the matter said on Friday.
The health checks found that banks in countries including Greece, Cyprus, Slovenia and Portugal had fallen short of a minimum capital benchmark at the end of last year and that up to 10 remained in difficulty now, they said.
Banks in Spain and France had fared, by and large, better than expected.
Those banks with shortfalls will now have two weeks to submit a plan to bolster their capital to the European Central Bank, which will decide whether or not it gets the green light.
A spokesman for the ECB said the test results had not yet been finalised.
Arne, een vastrentende specialist van AFS, heeft gelijk. De ECB is zo lek als een mandje (als gevolg van de machtstrijd Noord-Zuid?):