Börsipäev 6. november
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Vähemalt esialgu pidid pettuma need, kes ootasid Google’lt konkurentsi telefonitootjatele. Moodustati hoopis liit 33 ettevõttega, kelle seast leiab telefonitootjad, operaatorid ja tehnoloogiaettevõtted.
Eesmärgiks on luua tasuta tarkvara mobiiltelefonidele, mis toob telefonid lähemale personaalarvutitele. Vastukaaluks loodab Google suurendada oma tulusid ning kuigi ettevõte ei teeni Androidiks kutsutud platvormi enda pealt, siis oodatakse tulu tõusu mobiiltelefonide reklaamidest. Lisaks tähendab kergem pääs internetti Google’i teenuste suuremat kasutamist, nii nagu läks ka PC-de puhul.
Siiski pole veel päris selge, kui kaugele moodustatud liit Google’i soovidele vastu tuli, seega on ka arenduse ulatus ja võimaluste rohkus selgusetu. Arendus käib juba praegu täie hooga ning tarkvaraga varustatud telefonid peaksid poelettidele jõudma järgmise aasta teises pooles.
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täna vist ikka nagu november juba
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Uskumatu, aga tõsi... :)
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Morgan Stanley on langetamas soovitusi jaemüügiettevõtete kohta, kus oodatakse nõrkust ka 2008. aasta alguses. Ettevaatlik tuleks olla rõivatööstuse suhtes, millele võib eelistada discountereid ning toidu- ja ravimimüüjaid. Konsensus on sektori EPSi suhtes liiga optimistlik, samas tuleks praegust võrrelda aastatega 1990/91, kui tarbija taastus kinnisvara hinnalangusest pärast Fedi intresside langetamist veel terve aasta.
Kui analüütikud ootavad järgmisest aastast sektori EPSi kasvu 14%, siis MS on oma prognoose tõmmanud 9% peale, põhjuseks kahanevad marginaalid 60%-l ettevõetest ja ainult 2.5%-ne prognoositav müügikasv. Jaemüügi prognoose on 50 pp võrra langetatud, kuna kardetakse nõrgemat olukorda tööjõuturul ja 2008. aastal veel 7% langevaid kinnisvarahindu.
Põhjus, miks ootuste langetamisega alles nüüd välju tullakse, peitub piisavalt tugevas majanduskasvus, mis vähendab intresside langetamise riski ja seega sektori kauplemist kõrgematel kordajatel. Enne veel poldud majanduse tuleviku suhtes kindlad ning nõrkus oleks tähendanud oluliselt kärbitud intresse. -
NY Post pakub päris huvitava loo Goldmani teemal. Kas järgmine laks on tulemas sealt?
http://www.nypost.com/seven/11062007/business/teflon_traders_248972.htm -
Eile esines NY Ülikoolis George Soros, kelle arvates on USA majandus kõikumas väga tõsise korrektsiooni serval. Sorose arvates on majanduse upakile ajanud sõda terrorismiga, mille tõttu aastatega laenatud raha hakkab nõudma lõivu. Kuulsa valuutaspekulandi arvates tuleb langus suurem, kui Bernanke seda näeb. Samuti avaldas ta arvamust Hiina kohta, kus lähema 10 aasta jooksul ennustab ühte tõsist finantskriisi, samal ajal pidades riiki majanduslikult tugevaks ning kiiresti arenevaks ka järgmise paari aasta jooksul.
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Saksamaa DAX +0.53%
Prantsusmaa CAC 40 +0.60%
Inglismaa FTSE 100 +0.65%
Hispaania IBEX +0.79%
Venemaa MICEX +1.23%
Poola WIG N/A -0.24%
Aasia turud:
Jaapani Nikkei 225 -0.12%
Hong Kongi Hang Seng +1.71%
Hiina Shanghai A (kodumaine) -1.75%
Hiina Shanghai B (välismaine) -0.35%
Lõuna-Korea Kosdaq +0.79%
Tai Set +1.54%
India Sensex -0.97%
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Despite Negatives, Markets Stand Firm
By Rev Shark
RealMoney.com Contributor
11/6/2007 7:46 AM EST
What a man thinks of himself, that it is which determines or rather indicates his fate.
-- Henry David Thoreau
It is hard not to be impressed by how well this market holds up in the face of a constant barrage of bad news. Yesterday, Citigroup (C - commentary - Cramer's Take - Rating) announced that it was taking a huge write-off for bad debt, but more important, there were many comments made by knowledgeable analysts that we still don't have any clarity as to how bad this situation will ultimately be. Many are predicting that substantial additional losses will be taken in the financial sector in the months ahead.
Despite that great uncertainty, the market held up remarkably well. We had a great excuse to sell off dramatically, but the buyers showed up in the afternoon and even managed to turn things green for a while. We ended up with a soft finish, but the overall point losses weren't nearly as bad as they looked earlier in the day.
The biggest obstacle this market faces right now is that it is not very clear that the Fed is going to rush to deliver us another rate cut. Much of the damage of the financial sector has been contained because market players have been counting on the Fed to cut rates and provide liquidity. Anytime we have started to break down technically, talk that the Fed will make a move has helped to bring in buyers.
Can this market continue to hold up in the face of all the negatives it faces? Two things that bode well for the bulls are positive seasonality and a strong rotation into big cap technology stocks.
The November-through-January time frame is typically the strongest time of the year for the market. That doesn't mean that gains are a certainty, but there is a strong tendency that can become self-fulfilling if the market does not roll over. Many fund managers will be anxious to add to their performance and will chase strength should we have it.
The other thing that bodes well for the indices is that market players seem to be looking for safety in big-cap technology stocks. Some of the high-volatility names such as Google, Research In Motion, Apple and Baidu have been running for a while, but investors now seem more interested in the less-volatile names like Microsoft, Cisco, Hewlett-Packard, Dell, Intel, etc.
The strong international economy and the weak dollar are supportive of the continuation of this trend to the bigger-caps. This has been going on for a while already. The Russell 2000 index of small-caps actually went negative for the year for a brief time yesterday. It is the big names that have driven all the gains, and conditions seem to favor that to continue.
With that in mind, my game plan is to play the big-caps for rallies and to short the small-cap indices when the market is looking weak. It is impressive that this market has been so resilient in the face of so many negatives for so long, but it is important to keep in mind that the nature of the action has been two-tiered for a long time and isn't nearly as good when you start to dig a little.
We have a positive start this morning as indices bounce back from yesterday's weakness. There isn't any major positive news, but the ability of the market to hold up fairly well yesterday is shoring up confidence. Oil and gold are trading up sharply.
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Ülespoole avanevad:
On strong earnings/guidance: GTXI +18.4%, DIVX +17.5%, XFML +12.4%, GES +10.6%, VCI +10.2%, THC +9.9%, SYKE +9.3%, AIXG +8.2%... Other news: JSDA +8.5% (CNBC reports JSDA won bid to NJ Nets Barclays Center beverage rights), FSLR +9.6% (announces additional four production lines to support new long term module supply agreements totalling 557MW; several analysts making positive comments on the news this morning), ABK +8.5% (co issues statement disputing recent analyst report).
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Allapoole avanevad:
On weak earnings/guidance: BLTI -20%, CUTR -13.3%, CTSH -9.9%, LLNW -8.9%, FTEK -6.7%, HLEX -6.5%, IMB -6%, AOB -4.3%, LOCM -3.5%... Other News: MNTA -46.2% (Announces receipt of FDA letter - M-Enoxaparin ANDA not approvable in current form), CBAK -12.3% (Entered into a private placement, selling 3.5 mln shares), BSX -5.5% (Announces sale of Cardiac Surgery and Vascular Surgery businesses), JADE -4% (Announces new auditor). -
Neile, kel pole head ligipääsu nafta reaalajas hindadele, panen siia väikese graafiku, sest täna on taaskord rekordilisi summasid pidanud barreli eest välja käidama:
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Kas LHV leht streigib praegu?
Viimase tunni jooksul on vähemalt 5 korda puhas leht ette tulnud. Olen Vista peal. Ülejäänud asjad nagu töötavad.
Vabandan, et jutt on teemast mööda. -
Veidi vist on jah, aga Postimehes oli ka uudis:
Bussijuhid ja LHV leht kuulutavad välja üldstreigi
http://www.postimees.ee/061107/esileht/siseuudised/293853.php?bussijuhid-kuulutavad-valja-uldstreigi -
Ei ole siit poolt ühtegi probleemi täheldanud.
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Võib-olla siis Elioni internetiühendusest, Eestisisene liiklus on viimase tunni jooksul kohati üldse üsna aeglane.
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sama siin ,kord on lhv ja kord jälle ei ole,ka trader teeb trikke --paar korda ise ennast sulgenud .
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TSL on tõusuteel jällegi, uudiseid pole...
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fredo, üldiselt on kogu sektor suurelt plussis:
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Ja TSL üks "nõrgemaid" neist, nagu alati.
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Eks jah STP-l ja FSLR-l vähemalt positiivsed uudised põhjenduseks, mis kogu sektorit veavad....
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võtsin JOSB taas ligi
reversal play, stopp 26.2
vaatame kas shortid teevad taas oma tööd
