Börsipäev 15. august
Kommentaari jätmiseks loo konto või logi sisse
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Citi on toetamas täna kaudselt steni kauplemisideed:
➤ Recent share price weakness offers attractive buying opps and upside to our
unchanged target prices. Upgrading AMR to 1S, target price $27.00, and LUV
to 1M, target price $19.40. Maintaining jetBlue at 2H, target price $11.80.
➤ 3Q and FY06 earnings fcsts at risk due to recent foiled planned terrorism on
US aircraft – primarily due to softer air travel demand and one-off disruption
costs. However, too early to quantify impacts and our FY07 fcsts more
resilient due to ongoing cost reduction and benign rev/capacity environment.
➤ Expect any negative impacts on pax demand due to the renewed terrorism
risk/increased inconvenience to be short-lived.
➤ Airport handling and security costs expected to rise but not as step-changes
(like post 9/11) cont. strong rev conditions and industry capacity restraint
should enable customers to absorb extra costs, much like extra fuel costs are
being passed on. Security costs are currently less than 3% of ticket price. -
Lisaks täna sellised uudised:
TGT Target continues to expect August comps to increase in the range of 2-4%..
HD Home Depot beats by $0.01; guides to low end of range (33.26 )
Reports Q2 (Jul) earnings of $0.93 per share, $0.01 better than the Reuters
Estimates consensus of $0.92; revenues rose 16.7% year/year to $26.03 bln
vs the $25.57 bln consensus. Co issues guidance for FY07, sees EPS growth at
the low end of 10-14% or roughly the low end of $2.99-3.10 vs. $3.04 consensus;
sees FY07 rev growth at the low end of 14-17% or roughly the low end of $92.9-95.4
bln vs. $92.18 bln consensus.
WMT Wal-Mart reports in-line; guides in-line (45.00 )
Reports Q2 (Jul) earnings of $0.72 per share, in-line with the Reuters Estimates consensus
of $0.72; revenues rose 11.3% year/year to $84.52 bln vs the $85.82 bln consensus.
Co issues in-line guidance for Q3, sees EPS of $0.59-0.63 vs. $0.63 consensus. Co issues
in-line guidance for FY07, sees EPS of $2.88-2.95 vs. $2.92 consensus.
Tuesday reported a 26 percent drop in quarterly profit -- its
first earnings decline in more than 10 years -- because of a
charge for selling its German stores to a rival, but it
maintained its full-year profit forecast.
Wal-Mart's last decline in quarterly profit came in the
fourth quarter that ended Jan. 31, 1996. That had been its
first drop in profit since becoming a publicly traded company
in 1970.
WMT ja kogu retail sektor paistab aina hapum välja.. sektori erinevate esindajate paariaastatagusest 10-20-protsendilisest SSSi tõusust on järele jäänud selline vindumine. RTH langus tundub jätkuvat -
Tootjahinnaindeksi tuumikosa(core PPI) vähenes -0.3% ning energia ja tooraine hindu sisaldav PPI tõusis 0.1%. Ootused olid vastavalt +0.2% ja +0.4%. Sellised numbrid on turgudele meeltmööda, sest näitavad inflatsiooni aeglustumist. Homseid tarbijahinnaindeksi numbreid oodatakse eriti suure tähelepanuga.
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keegi seda ka ikka valimismöllu kõrval tähele on pannud, et USA-s täna peris kena tõus :)
