Börsipäev 20. august
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Head Eesti taasiseseisvumise 16. aastapäeva!
Reedene ralli trurgudel kandus üle ka aasiasse. Sealsed aktsiad tegid läbi suurima tõusu aasta jooksul.
Austraalia suurima investeerimispanga Macquaire (MBL) aktsia kerkis 8.1%. Jaapanis Canoni aktsia +7.8%. China Mobile Ltd +4%.
Aasia juhtivad indeksid keskmiselt 3-4% plussis. Euroopa aktsiate futuurid tugevalt plussis.
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Nii et ehk on homme ka siinmail oodata väheke rohelist. Kuigi arvestades eesti turgu...siis hilinemine oleks kohane.
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Eestisse pole veel languski kohale jõudnud. Muu maailm võib teha mis tahab, Eesti majandus liigub ikka nii nagu ise tahab.
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Riia ja Vilnius on kenast plussis küll ning ilmselt suudetakse tõusu hoida kuni kauplemise lõppemiseni. Juhul kui euroopa jääb plussi ning USA suudab tugevust näidata, tuleb homme Tallinnas korralik hüpe. USA indeksite futuurid ei näita erilist ralli jätkumist sealsetel turgudel. Hetkel on ka natuke vara.
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Bloomberg kirjutab rahaturufondide ja sub-prime seostest:
Bloomberg.com reports unlike bank accounts, money market funds aren't insured by the federal govt. They almost never fail. Unbeknownst to most investors, some of the largest money market funds today are putting part of their cash into one of the riskiest debt investments in the world: collateralized debt obligations backed by subprime mortgage loans. U.S. money market funds run by Bank of America (BAC), Credit Suisse Group (CS), Fidelity Investments and Morgan Stanley (MS) held more than $6 bln of CDOs with subprime debt in June, according to fund managers and filings with the SEC. Money market funds with total assets of $300 bln have invested in subprime debt this year. The danger of owning even highly rated CDOs containing subprime loans was thrown into sharp relief in June, when two Bear Stearns (BSC) hedge funds that were holding subprime CDOs collapsed.
Täna tegi teatavaks oma tulemused Lowe's. Tunnistati jätkuvalt kinnisvaraturuga seotud probleeme ning in-line tulemuste taga oli turuosa võitmine.
Reports Q2 (Jul) earnings of $0.67 per share, $0.06 better than the Reuters Estimates consensus of $0.61; revenues rose 5.8% year/year to $14.17 bln vs the $14.11 bln consensus. Co stated, "Macro economic factors, including the many aspects of the housing market, continue to result in regionally disparate performance," Niblock added. "Markets in California and Florida, generally considered most pressured by housing, continue to perform significantly worse than average; markets in the Northeast, while still producing negative comparable store sales, are showing encouraging signs of improvement; and the many areas of the country where housing did not accelerate at an unsustainable rate over the past several years delivered positive comparable store sales. As expected, many of the difficult comparisons we faced during the last four quarters are beginning to lessen as we cycle hurricane recovery spending and deflationary price pressures from lumber and plywood." Co guides EPS below consensus for Q3, sees EPS of $0.43-0.45 vs. $0.47 consensus; sees Q3 revs +7-8% yr/yr, which equates to roughly $11.99-12.11 bln vs. $12.1 bln consensus. Co issues in-line guidance for FY08, sees EPS of $1.97-2.01 vs. $1.97 consensus; sees FY08 revs +65 to roughly $49.74 bln vs. $49.71 bln consensus.
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Sentinelist oleme LHV lehel ka kirjutanud, nüüd annab firma sisse pankrotiavalduse. Pikem lugu siin.
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CFC ümber on täna liikumas väga palju kuuljuttue. Esiteks, et jätkuvalt tahavad investorid raha välja tõmmata ning teiseks, et Buffett on firmast huvitatud. Kummagi kuuluka osas mingit kinnitust hektel ei ole, kuid ilmselt lastakse neid ringlusesse kauplemisvõimaluste tekitamiseks.
