Börsipäev 31. mai
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Ivanhoe Energy(IVAN) on LHV enimakubeldud aktsiate topis olnud mitmeid kordi. Hommikune uudis Ivanhoe kohta on aktsia eelturul juba väga suurde plussi ajanud, mis arvestades uudise sisu on täiesti mõistetav.
Analüüsimaja Jeffries tõstis oma reitingut Ivanhoe kohta varasema ‘hoia’ pealt ‘osta’ peale. Varasem hinnasiht $1.65 asendati uue sihiga $4. Sellise tegutsemise põhjuseks on Heavy-To-Light(HTL) ‘Heavy Oil’i täiustatud tehnoloogia. Jeffries’i arvates tähendab see seda, et Ivanhoe saab ette võtta ühiseid ettevõtmisi suurte naftasektoris raske nafta tegutsejatega, kes omavad suuri raske nafta maardlaid. Kui kõik läheb Ivanhoe seisukohalt ideaalselt, siis võib ettevõtte väärtuseks praegu olla isegi kuni $3.5 miljardit ehk $14.67 aktsia kohta. Üheks põhieelduseks, et naftahind püsib $65 juures ja Ivanhoel õnnestub teha vähemalt 5 lepingut suurte raske nafta maardlate omanikega. Aktsia hetkel +25%.
Homme toimub OPECi liikmete koosolek, kus otsustatakse muuhulgas ka nafta tootmise suurus. Mitmed OPECi liikmesriigid on vihjanud, et tootmist hoitakse rekordilähedastel tasemetel. Nigeeria võib isegi lähinädalatel tootmist suurendada 160,000 barreli võrra päevas, kuna taas asuvad tööle puurtornid ja hooned, mis olid varem kohalike revolutsionäärist sõdurite rünnakuobjektiks. Sellised uudised mõjuvad toornafta hinnale maailmaturul hetkel negatiivselt ja nafta veidi miinuses.
Lisaks – homme algab ametlikult USAs taas orkaanihooaeg. -
'Big-Picture' Thinking Will Get You Squashed
By Rev Shark
RealMoney.com Contributor
5/31/2006 9:08 AM EDT
"There are people who, instead of listening to what is being said to them, are already listening to what they are going to say themselves."
-- Albert Guinon
Market participants often feel that it is necessary for them to form broad theories about where the market is headed. They postulate how interest rates, the Fed, foreign exchanges, macroeconomic factors, energy costs, housing and a variety of other factors are going to drive the stock market one way or the other. The arguments are often superb and the logic compelling. There is something about "big picture" predictions that is very enticing for many market players. The media promotes them constantly and at social gatherings it is usually the focus when talk turns to investing.The problem with this inclination to form major market predictions is that there is a tendency to ignore what the market is telling us. We are so intent on looking for evidence to back up our existing theories and predictions that our minds are closed to the messages that we may find in the daily action.
Right now it is particularly important to be attentive to the market's messages. We are clearly struggling but things are neither as bad as the bears proclaim, nor are we as close to a recovery as the bulls might hope. The truth of the market is always somewhere in the murky middle and if we spend too much time developing grand theories, we will likely miss the message contained in the daily market action.
The market message yesterday was quite clear: folks want out. The manner in which last week's bounce was sold was classic, and is exactly what you'd expect to see happen after a sharp drop and an oversold bounce. The selling yesterday was more sudden and intense than you might expect but it should come as no big surprise that we are close to retesting the lows we hit last week.
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FOMCi raport. Tegu oli järjekorras siis 16. tõstmiskorraga.
FOMC:HIGHER INFLATION EXPECTATIONS WOULD IMPACT POLICY
FOMC:INFLATION EXPECTATIONS HAD RISEN SOMEWHAT
FOMC:'CONCERN' EXPRESSED ABOUT INFLATION AT MAY MEETING
FOMC:CORE INFLATION PRESSURES GREATER-THAN-EXPECTED IN MAY
FOMC:50 BASIS POINT HIKE AND PAUSING WERE OPTIONS IN MAY
FOMC:UNSURE 'HOW MUCH, IF ANY' MORE HIKES NEEDED AFTER MAY
FOMC:UNCERTAIN ABOUT NEXT MONETARY POLICY MOVE AFTER MAY
FOMC:INFLATION WORRY DOMINATES MAY 10 POLICY TALK -
intressimäärad samale tasemele nüüd küll ei jää
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Aimar
Intresse tõsteti 5%-ni ikka juba 10. mail. Vt ka http://www.aripaev.ee/3218/rt_ly_321803.html. Eile kirjeldati täpsemalt istungi sisu, kõne all oli olnud intressi tõstmine kuni 5,25%-ni, kuid seda siiski ei tehtud. Vt ka http://abcnews.go.com/Business/wireStory?id=2024763&CMP=OTC-RSSFeeds0312
