LHV finantsportaal

Foorum Investeerimine

Börsipäev 15. august

Kommentaari jätmiseks loo konto või logi sisse

  • 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.
  • keegi seda ka ikka valimismöllu kõrval tähele on pannud, et USA-s täna peris kena tõus :)

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