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Börsipäev 20. september

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  • Täna tuleb halbu uudiseid kaevuritele ja nende peredele Kasahstanist – Mittal Steel (MT) teatas, et söekaevanduse plahvatuses sai surma 18 inimest ja 25 inimest on seni kadunud. Tegu oli kurikuulsa Lenini kaevandusega, kus kohaliku aja järgi hommikul kell 9 toimus metaaniplahvatus. Kurikuulus on kaevandus selle poolest, et 2002. aasta novembris toimus seal samuti plahvatus, mis nõudis 13 inimelu.

    Täna siis kell 14.15 USA idaranniku aja järgi on oodata Föderaalreservi otsust ja tulevast nägemust intressimäärade osas. Sellest on tänases juhtkirjas pikemalt kirjutatud. Turg avaneb täna hommikul plusspoolel.

    Toornafta hinda mõjutab täna suurel määral kell 10.30 USA aja järgi avaldatav varude raport. Hetkel valitseb jätkuv nõrkus naftas, kuna Bush ja Chirac on andnud mõista, et sanktsioonid Iraani vastu on üks kõige viimasemaid abinõusid. Nafta ettevõtete koha pealt avaldasin täna esilehel ka loo, kus sektoris toimuva kohta veidi pikemalt on kirjutatud.

    Ülespoole avanevad:

    ORCL +14% (reports AugQ; Citigroup upgrade; multiple price target increases), SYNM +8.5% (DoD completes successful B-52 test flight using co's Fischer-Tropsch Fuel), PBCT +5.6% (announces plan to reorganize), HSOA +4.4%, SONS +3.7% (extends recent momentum), VRTX +2.5% (UBS upgrade), FNET +2.4%, SIRI +2.3% (co says STern is not leaving), ERIC +1.8% (Citigroup upgrade), ETH +1.3% (Matrix upgrade), YHOO +1% (bounces after 11% drop yesterday; analysts and Cramer generally defend the stock), MSFT +1% (reaffirms Xbox sub guidance)... Under $3: STSI +16% (co says judge will rule within a month on its patent case against RAI), SNTO +10.3%, EGHT +7% (Merriman upgrade).

    Allapoole avanevad:

    THLD -5.8% (chief medical officer resigns), HGSI -5.1% (profit taking after recent move higher, +25% in a month), MXRE -4.8% (announces expected hedge fund losses), BMET -2.8% (reports AugQ), CHDX -4% (profit taking after recent move higher, +50% in a month), SNCR -2.8% (Goldman downgrade), MCHP -2.4% (guides lower), IMCL -1% (extends recent weakness), DELL -1% (negative ThinkEquity note; says co may preannounce lower again)... Under $3: GNTA -26% (announces stock offering following 39% move yesterday).
  • CL King believes RATE is down on YHOO comments yesterday. Firm says yesterday, YHOO CEO Terry Semel noted that the co is seeing a slowdown in ad spending in the auto and financial services areas, which would likely result in Q3 rev toward the low end of the most recent range of guidance. Firm says there was little further color given in the public remarks by the co's mgmt team. Firm says the comments caused selling in a number of internet stocks, including RATE, which fell 4.3% on very heavy volume. Firm says that decline was equal to the decline in the group, but well short of the 11.2% hit YHOO took. Firm says the decline in financial services rev is thought to be driven by the slowing mortgage business, according to some reports. Firm notes at the CL King Best Ideas Conference Tuesday, RATE mgmt did not note any visible softening in its business.
  • Toornafta varud vähenesid -2.8 miljoni barreli võrra - oodati keskmiselt -2.0 miljoni barrelilist vähenemist.
    Kütuse varud(Gasoline) suurenesid +0.6 miljoni barreli võrra - oodati +0.65 miljoni barreli võrra suurenemist.
    Distilleeritud kütuste varud suurnesid +4.1 miljoni barreli võrra - oodati +1.8 miljoni barrelilist suurenemist.
  • Intressid jäeti muutmata, nagu oli ka oodata.

    FED SAYS VOTE TO KEEP RATES STEADY WAS 10-1, LACKER WANTED 1/4 POINT INCREASE - Reuters

    FOMC: Any Future Hikes Would Depend On Data, Outlook

    FOMC: "Some Inflation Risks Remain" Despite Slower Econ; Core Inflation Readings "Have Been Elevated"

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