Companies

OCG Activities

Banks, Commodities, Companies, Legal & Tax, Money Laundering, Prescious Metals 05/06/2020

The ten most prominent modi operandi related to money laundering

All ten presented money laundering techniques rely on the use of intermediaries who use multiple bank accounts, exploit the financial market and financial service products such as loans, insurance, bonds, and stock market trading. Money launderers frequently set up and use shell companies that possess no significant assets and do not perform any significant operations, only serving the purpose of laundering funds. The shell companies used to send and receive…

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Meier Tobler und COVID-19

Companies, Deutsch, Vermögensverwaltung 26/05/2020

Einfluss von COVID-19 auf Meier Tobler in der Bau- und Installationsbranche Schweiz

Aus der Pressemitteilung: Coronavirus-bedingte Massnahmen belasten auch Meier Tobler Die Coronavirus-Situation in der Schweiz und die damit einhergehenden behördlichen Anordnungen und Schutzmassnahmen sind auch in der Bau- und Installationsbranche deutlich spürbar. In mehreren Regionen der Schweiz wurden Baustellen geschlossen, Installateure verordnen Kurzarbeit und für Servicetechniker ist der Zugang zu Gebäuden stark eingeschränkt. Nach einem zufriedenstellenden Start ins erste Quartal 2020 verzeichnete Meier Tobler ab der zweiten Märzhälfte einen bedeutenden Nachfragerückgang…

Banks, Central Banks, Companies, Currencies, Economics, International Developments, Markets 22/01/2020

UBS Outlook as of January 2020

Outlook (OSI*) Stimulus measures and easing of monetary policy (A) by central banks (1) contributed to a strong performance in financial markets in the fourth quarter and are likely to prevail. A favorable credit environment (2) and a partial resolution of trade disputes (3) should mitigate slowing global economic growth (4). (OSI*) While the macroeconomic and geopolitical situation remains uncertain, (Bullshit) for the first quarter we expect more typical seasonality…

Companies 21/02/2019

Meier Tobler – 2021 wieder Ausschüttung von Dividenden in Aussicht – Ferguson noch mit 29.2% des Aktienkapitals grosser potentieller Verkäufer

Zwei interessante Punkte: Die Wiederaufnahme der Dividendenausschüttung ab dem Geschäftsjahr 2020 bzw. an der Generalversammlung 2021 wird weiterhin angestrebt.+Verschiebung im Aktionariat Nach dem Bilanzstichtag – per 25. Januar 2019 – erwarb Verwaltungsratspräsident Silvan G.-R. Meier 1.2 Mio. Aktien von Ferguson. Dies entspricht zehn Prozent des Aktienkapitals von Meier Tobler. Neu hält Silvan G.-R. Meier 43.6 Prozent der Aktien (direkt oder via Meier Capital). Die Beteiligung von Ferguson entspricht neu 29.2…

Companies, Economics, Investments, Market Timing, Markets, SMI Futures Trading, Technical View, War/Politics 04/02/2019

SMI PR Index 10-year and 30-year chart – Outlook 2019 and Considerations

To help me gage where the stock market in Switzerland is currently standing I find it useful to look at the price action over the last decade, and the last three decades for context. Trade & Geopolitical Newsflow In the last days many bearish articles have been published on websites like marketwatch.com, cash.ch and the mood generally is one of great caution ahead of possible geopolitical risks like Brexit (EU-UK),…

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Banks, Companies 01/07/2016

Disaster Zone Credit Suisse Strategic Resolution Unit – the Banks Trashcan

Credit Suisse speaks of core results and then separately of the revenues and expenses from the Strategic Resolution Unit (SRU). But they seem to use this wind-down unit for moving regular occuring problem loans and non-performing loans that were reported in other core units in previous quarters. (see graphs from the quartely reports near the bottom of this post, where movements are documented in the footnotes of the financial statements.)…

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Banks, Companies, Investments 27/06/2016

Bank CDS in Focus – Credit Suisse and UBS Credit Default Swaps Post-Brexit

Sometimes a good graph saves a lot of words. That’s why I’m posting these. Normally I’m no fan of CNBC, as they overdramatize to keep viewers and sell advertising. But I really liked their graphs! I just can’t imagine the moves in RBS, Barclays and Lloyds are justified. Interesting about this one; GS has held up better than Morgan Stanley and BofA. So this isn’t about revenue from europe for…

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Companies, Investments 02/04/2015

Goldbach Media (GBMN) – Golden Cross – 50-200SMA Crossover – Technical Breakout Setup

The shares of Goldbach Media (GBMN) look like they are setting up to breakout of their sideways path. Heavy volume and large off market transactions have occured in the last 2 weeks. The 50 (Single Moving Average = SMA; PURPLE) and the 200 (SMA; LIGHT GREEN) are close to crossing. When the 50 crosses above the 200, it’s called a “golden cross.” Generally, a buy signal is established when the shorter-term 50-day…