OOO.AX 暂时变更合约到9月,老娘暂时松了扣气,尽管已经割了一半。
全文如下：
23 April 2020
Market Announcements Office
ASX Limited
TEMPORARY CHANGE TO OOO’S UNDERLYING FUTURES EXPOSURE FROM ONE-MONTH
TO THREE-MONTH WTI CRUDE OIL FUTURES CONTRACTS
The BetaShares Crude Oil Index ETF – Currency Hedged (synthetic) (the “Fund”) provides
investment exposure to the performance of WTI crude oil futures. The Fund aims to track the
performance of the S&P GSCI Crude Oil Index Excess Return (the “Index”) hedged into Australian
dollars, before fees and expenses.
The Index includes the WTI crude oil futures contracts with the nearest expiration date i.e. futures
contracts with one-month maturities which are rolling into the next month’s contract according to a
regular cycle. The Fund’s investment exposure is obtained via a swap agreement.
Investors will be aware that the market for crude oil has recently been experiencing significant
volatility. Indeed, for the first time in history, the WTI crude oil futures May 2020 contract traded at
negative prices, ie below zero, intra-day on 20 April 2020.
While the Fund did not have investment exposure to the May 2020 futures contract at that time - as
investment exposure had previously been rolled into the subsequent June 2020 futures contract, in
accordance with the Index’s set schedule for rolling futures contracts - the front month (i.e. June
2020) futures contract has in recent days also experienced significantly higher levels of volatility.
In view of the unprecedented market developments in the last few days, and to reduce the risk to the
Fund of the June 2020 futures contract trading at a negative price (which would reduce the Fund’s
value to zero), BetaShares considers it prudent, and in the best interests of unitholders, to
temporarily replace its investment exposure to the one-month (currently June 2020) contract with
exposure to the three-month (currently September 2020) contract with immediate effect and until
further notice, by arrangement with the swap provider.
While this change can be expected to temporarily result in a higher level of tracking error for Fund
performance relative to the Index than would otherwise be the case (as the Index will continue to
reflect the one-month contract), BetaShares considers that the longer-dated futures contract should
have relatively lower volatility, and that exposure to it should reduce the risk of the Fund, and
unitholders, experiencing a permanent loss of capital. Given the high level of risk in the global oil
market, investors should nevertheless exercise caution.
In the current unprecedented market conditions, the significant declines in oil prices and the
unusually high cost of rolling futures in near months have negatively affected Fund returns.
BetaShares believes that the temporary change to longer-dated futures contracts noted above
should reduce the cost of rolling futures.
评论
我感觉妳割在了最低点．．．．．
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不要高兴太早，现在9月份油价是26刀，假设到年底经济恢复涨到40，涨幅只有50%左右，还有每月2刀升水要付，管理费，损耗，所以远远少于50%。换个角度看，如果澳洲经济恢复，买澳洲大银行股，正常的话每年几乎10%的分红，还有预期超过80%的涨幅。睡着数钱，不用担心油事，好太多。一句话，现在炒油已已大意义。你现在买的油是26而不是14刀。
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现在抄底的话，风险确实小很多，但是感觉就算抄底成功，利润也有限。不如买其他成长性好的股票，安安心心的赚钱多好。忘了OOO吧。
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苏北盐城的妹妹吗？
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我猜是扬州的 那里美女多
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澳洲银行股每年10%左右的分红？
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这种骚操作，锁定了损失，就像开始你买了一个高风险高回报的产品，大跌之后还给你一个低风险低回报的，你觉得是赚了还是赔了？
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根据前几年的分红收益及当前的股价，应当有的。当然，现在的形势下，分红都暂停了。
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呃呃
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我也被OOO害惨了:
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原来主力都在
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买澳洲大银行股，正常的话每年几乎10%的分红
这句话如何从今年下半年开始正名？
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明天估计继续大涨 目前9月合约还在
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前题是经济恢复正常，银行业务赢利如初。反之，继续封闭，油价会每月负价来一次，你的000会不断贬值，即使是9月期。就是说，到了九月经济还不恢复，你的000会一文不值。但澳洲四大银行还会存在，这个毫无疑问。
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94，俺已经重仓了WPL
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团购股，继IVO，TON之后又一个万人坑。
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这货根本不是石油
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哦 是吗？
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到底是小妞还是老娘？
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再等48刀时有人来收购。
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啊？确定？
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您觉得，哪家银行股最有潜力
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六月原油已经涨回17刀。如果收割完散户就涨。
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是的 06要roll的时候可能不可能Contango这么， 要不然无脑做空，肯定还有一波轧空行情的， 最迟也是roll over 的时候super Contango就会消失的
这次负油价本来就是极端到不能再极端的一次逼仓， 一看是中行出的，就什么都懂了， 不明白为什么会有这么多还怕再次负油价，连OOO基金也怕 还全部换了， 这样不就相当于把损失crystalised,而且9月不会变成负值吗
还有就是Scomo 星期三打电话急匆匆买油
只可惜 ooo把06换成了09， 这种毫无预兆的换仓 真的就一个公告就好了， 2块钱 跟0其实对投资者差别也不大啊， PDI也没有找到可以这样莫名其妙调仓啊
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四大银行，最大的那家收益最高的也是跌的最少的，最安全的，但以后涨幅也可能是最少的。都说富贵险中求。
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这次持有6月合约大头的USO和其他原油基金被空头算计了。6月合约暴跌导致团面的，一个主要原因是这些原油基金主动平仓去拿远期合同。如果他们不走，估计6月要被继续杀。。。。
"USO & Samsung S&P GSCI Crude Oil ER Futures ETF sold about 110,000 contracts...on Tuesday...equivalent to 19% of total open interest in the contract at the end of the previous day."
评论
能去告OOO擅自换仓吗？
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