SBB WKN: A2E40N ISIN: SE0009554454 Kürzel: 0AAS Forum: Aktien User: Wolf_of_Sweden

„Sie (die EZB) hätten … aktives Risikomanagement anwenden sollen“, sagte Daniel Gros, Direktor des Instituts für europäische Politikgestaltung an der Bocconi-Universität in Mailand. Im Falle eines SBB-Ausfalls müssten die 20 nationalen Zentralbanken der Eurozone, die sich das Risiko für Unternehmensanleihen teilen, die im Rahmen des Corporate Sector Purchase Programme der EZB gekauft wurden, einen Verlust hinnehmenhttps://www.reuters.com/markets/europe/ecb-haunted-by-bond-buys-swedish-property-crisis-2023-11-30/

ECB warns of ‘systemically-relevant losses’ a real-estate collapse could cause https://www.bankingriskandregulation.com/up-to-10-of-eu-bank-loans-exposed-to-risky-commercial-real-estate/

Riksbank governor calls on property companies to reduce debt https://www.centralbanking.com/central-banks/financial-stability/7960369/riksbank-governor-calls-on-property-companies-to-reduce-debt

Schwedische Immobilienkonzerne müssen ihre Schulden abbauen, sagt der Chef der Zentralbank https://ch.marketscreener.com/kurs/aktie/SVENSKA-HANDELSBANKEN-AB-22252916/news/Schwedische-Immobilienkonzerne-mussen-ihre-Schulden-abbauen-sagt-der-Chef-der-Zentralbank-45481168/

Eine Schuldenkrise beim schwedischen Immobilienkonzern SBB hat die Europäische Zentralbank in Gefahr gebracht, Verluste zu erleiden, und hat das Risiko von 26 Milliarden Euro (29 Milliarden US-Dollar) hervorgehoben, das sie durch ihre Anleihekäufe in der Krisenzeit im jetzt angeschlagenen europäischen Immobiliensektor aufgebaut hat. https://www.reuters.com/markets/europe/ecb-haunted-by-bond-buys-swedish-property-crisis-2023-11-30/

Schweden verbleibt vorerst in der Rezession: Das skandinavische Land schließt das turbulente Jahr 2023 mit einem unsicheren Ausblick ab. https://www.gtai.de/de/trade/schweden/wirtschaftsumfeld/schweden-verbleibt-vorerst-in-der-rezession-251102

Sweden in recession as Q3 GDP shrinks more than expected: Compared to the corresponding quarter last year, GDP shrank 1.4%, more than a flash estimate that had indicated GDP would shrink 1.2%. https://www.zawya.com/en/world/uk-and-europe/sweden-in-recession-as-q3-gdp-shrinks-more-than-expected-from-q2-sii5xv8j

Governor Erik Thedéen will discuss the Riksbank’s view of the commercial real estate market at an event arranged by Moody’s. https://www.riksbank.se/en-gb/press-and-published/calendar/calendar-2023/2023-12-01/

Swedish property groups should cut debt, financial watchdog says: "Commercial real estate undertakings with high debt are particularly at risk should the interest rates remain high," the watchdog said in a statement. https://www.zawya.com/en/world/uk-and-europe/swedish-property-groups-should-cut-debt-financial-watchdog-says-unavtnwu

Scope rating: Swedish banks brace for subdued lending, poorer asset quality next year: “We expect the Swedish economy to contract 0.7% this year after strong growth of 5.4% in 2021 and 2.6% in 2022. In addition, the corporate sector is facing further pressure from the weak krona. Registered bankruptcies are rising while the commercial real estate sector is undergoing significant restructuring and deleveraging” https://www.scopegroup.com/dam/jcr:51e0580b-e093-41e7-a6a2-8736e2ff5147/Scope%20Ratings_Swedish%20banks_update_research_Nov23.pdf

Economist warns of the next phase of the crisis – There are some alarming figures from Statistics Norway now where you can see that notifications and unemployment are now increasing, in some industries things have gone very badly, says Ingela Gabrielsson. https://sweden.postsen.com/news/174990/Private-economist-Ingela-Gabrielsson-flags-for-a-new-phase-in-the-crisis.html

Most shorted in Sweden https://shorteurope.com/details_company.php?company=SAMH%C3%A4LLSBYGGNADSBOLAGET%20I%20NORDEN%20AB%20(PUBL)&land=sweden

Fitch: "Die Herabstufungen spiegeln die Ergebnisse des dritten Quartals und die angespannte Liquidität der SBB wider, einschließlich unzureichender vorhandener Liquidität zur Verringerung des Refinanzierungsrisikos nach dem Ende des dritten Quartals 2024 sowie ungünstige Bedingungen auf dem Immobilien- und Kapitalmarkt" https://ch.marketscreener.com/kurs/aktie/SAMHALLSBYGGNADSBOLAGET-I-39435780/news/Fitch-senkt-Rating-der-schwedischen-SBB-wegen-knapper-Liquiditat-und-schwachem-Markt-45415951/

Fitch Rating: Fitch Downgrades Swedish SBB's IDR to 'CCC+'; Unsecured Debt to 'B'; Maintains on Watch Neg https://www.fitchratings.com/research/corporate-finance/fitch-downgrades-swedish-sbb-idr-to-ccc-unsecured-debt-to-b-maintains-on-watch-neg-22-11-2023

Fitch cuts Swedish SBB rating over tight liquidity, weak market: Fitch on Wednesday downgraded Swedish property company SBB's long-term issuer default rating to CCC+ from B-, and its senior unsecured debt rating to B from B+, driving the group's bonds deeper into speculative or 'junk' territory. https://www.investing.com/news/stock-market-news/fitch-cuts-swedish-sbb-rating-over-tight-liquidity-weak-market-3240991

Hedge Fund Worries About Unclear Bond Offer by Swedish Landlord SBB https://www.theswedishtimes.se/articles/hedge-fund-worries-about-unclear-bond-offer-by-swedish-landlord-sbb