SNSN schreef op 7 juli 2014 17:56:
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Hi appiehapie, nice to see you so active as always... Just try to be objective:
CS is just a guarantee for kpn credit quality, very low default probability and extremely low downside risk (at current level - due to CS “synthetic” option)....
With strategic objectives, CS is actually locked in ... kpn. He does NOT need to get out (transforming his “paper losses” into real losses), and actually can't get out, as (conditional on domestic problems, and state of other telcos’ markets) there is NO place for him to go .... except Europe. And he certainly can't buy 100% kpn (at least at this point in time)
PS. However, around a year ago CS was indeed one of (indirect) causes for kpn stock to fall....