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Börsipäev 28. detsember

Kommentaari jätmiseks loo konto või logi sisse

  • Täna pool tundi pärast USA turu avanemist on oodata novembrikuu uute majade müüginumbreid. Oktoobris oli see aastasele baasile viiduna 728 000, novmebri osas on konsensus 715 000 juures. Senine graafik näeb välja selline:

    Nii mõnigi majademüüja (kas või Hovnaniani 'Deal of the Century', kus tehti kuni 25%lisi allahindlusi) tegi novembris suuri allahindlusi, et ostjaid juurde meelitada. Saame näha, kas neist on ka kasu olnud. Olemasolevate majade müüginumbrid avaldatakse esmaspäeval, 31. detsembril.

  • USA turud on ca 0.5% kõrgemalt avanemas, kuid kauplemine on aasta viimastel päevadel üldiselt õhuke ning liikumised võivad olla järsud. Seetõttu ei pea ka seda ülespoolt avanemist mingiks eriliseks indikaatoriks, milliseks kauplemispäev meil kujuneb. Pealegi jätab oma jälje kindlasti tänane majade müüginumber, mis kell 10.00 ET avaldatakse.

    Saksamaa DAX +0.36%

    Prantsusmaa CAC 40 -0.17%

    Inglismaa FTSE 100 -0.36%

    Hispaania IBEX -0.51%

    Venemaa MICEX -0.79%

    Poola WIG -1.04%

    Aasia turud:

    Jaapani Nikkei 225 -1.65%

    Hong Kongi Hang Seng -1.70%

    Hiina Shanghai A (kodumaine) -0.89%

    Hiina Shanghai B (välismaine) -0.25%

    Lõuna-Korea Kosdaq +0.65%

    Tai Set +0.62%

    India Sensex -0.05%

  • Bulls Look to End Year With a Charge
    By Rev Shark
    RealMoney.com Contributor
    12/28/2007 8:12 AM EST

    After four good gains on light holiday volume, the market needed a rest. As is so often the case, the news provided a convenient reason to do some selling, and down we went. The assassination in Pakistan was the news that is now getting the blame for yesterday's weakness, but if it hadn't been that there probably would have been something else to take the blame.

    The question now is whether yesterday's washout was sufficient to work off the overbought conditions and give us an opportunity to rally back up as we conclude the last two days of the year. I'm looking for the bulls to make a good try and I have covered my index shorts into the close yesterday.

    Seasonality favors the bulls, but there are more prominent negatives out there right now than I can ever recall seeing all at once. That means we have to watch out every time the market becomes a bit technically extended because there are so many convenient excuses for a quick selloff.

    It definitely is not clear sailing out there, but the volatility should offer some opportunities for those who are quick to move.
    -----------------------------
    Ülespoole avanevad:

    In reaction to strong earnings/guidance: CALM +12.2%, CLWT +11.0%, LUB +4.6%, SYNX +2.1%... Select Gold stock showing strength following Bloomberg.com report highlighting expectations for gold to pass record in 2008: SLT +4.9%, NEM +2.2%, GFI +2.0%, AUY +1.6%, MDG +1.3%, ABX +1.1%, PAAS +1.0%... Recent momentum names related to China and/or solar sector seeing continued strength this morning: CHINA +9.5% (also says co insiders purchased 467,825 shares during last nine trading days), TSTC +7.1%, SOLF +5.2%, CBAK +4.3%, JRJC +3.6%, CSIQ +3.1%, HOKU +2.8%, CHNR +2.1%, CSUN +1.8%, SPWR +1.6%, BIDU +1.2%... Other news: GBT +15.1% (forms development partnership with Shenzhen HuaJin Science & Tech), GCO +14.9% (court issues ruling that FINL is required to close the merger with GCO), CHRD +14.5% (announces "largest agreement in the co's history"; reiterates guidance for FY08), MLNM +5.8% (to receive $40 mln milestone payment for achievement of sales threshold for Velcade for injection), DNDN +5.0% (following Fast Money segment last night that highlighted DNDN as a healthcare play in 2008), MELI +4.9% (still checking), ALXA +4.7% (ENDP developing and commercializing ALXA's AZ-003 Staccato inhaled fentanyl product), CYD +4.4% (Yuchai subsidiary wins major awards in Chinese auto parts convention), SLM +3.3% (announces 101.8 mln common share offer priced at $19.65), FELE +2.3% (receives phase II enhanced vapor recovery certification), CPKI +2.0% (Farallon Group raises stake in California Pizza-CPKI to 7.3% from 5.3%), TOT +2.0% (still checking). Analyst upgrades: HURN +2.3% (tgt raised to $100 from $83 at UBS).

    Allapoole avanevad:

    In reaction to weak earnings/guidance: CBK -4.0%, MESA -2.9%... Financial guarantors trading lower following news that Buffett will start a bond insurer for cities & states: MBI -4.8%, ABK -3.4%... Other news: FINL -14.8% (court issues ruling that FINL is required to close merger with GCO), LONG -10.3% (still checking), THRX -6.1% (receives notice of possible telavancin review by FDA advisory committee), ADPI -2.9% (pulling back slightly after yesterday's 70% surge).
  • http://www.epl.ee/artikkel/412944
    Venemaa pakub Serbia nafta ja gaasi aktivate eest miljard eurot.
    Serbia valitsus on valmis andma Gazpromile ligipääsu oma gaasi ja nafta aktivatele ning 2008. aastal võib selleks loa anda ka parlament.
    Serbia võimud otsustasid oma monopoli erastada ja panid müüki ettevõtte Naftna Industrija Srbije (NIS) aktsiad, teatas RBK daily kohalikele meediale viidates.
    NIS-ile kuuluvad tehased vajavad teravalt moderniseerimisest ja seega kaalub Serbia valitsus kompanii 51 protsendi aktsiate müümise võimalust.
    Gazprom on juba valmis maksma Serbiale miljard eurot NIS-i aktsiate, projekteerimisjärgus oleva gaasitorustiku osa ja gaasihoidla eest.
    Seejuures kavatsetakse 500 miljonit eurot maksta rahas ning ülejäänud osa investeeritakse NIS-i.
    Esmalt tahtis Serbia valitsus pakkuda aktsiaid oksjonil, kuid pärast loobus sellest ideest.
  • WilliamsSonoma(WSM) saab jätkuvalt häid kommentaare pühade müügi osas...

    Wedbush says that traffic was busy and customers were shopping specifically for markdowns, which on average ranged from 50% to 70% off seasonal goods. Firm lists Pier 1 (PIR), Williams-Sonoma (WMB), and Big Lots (BIG) as having the best traffic; and Dollar Tree (DLTR), 99 Cents Only (NDN) as having least traffic. Firm says PIR, NDN, and PetSmart (PETM) had the most amount of leftover seasonal merchandise.
  • Chicago PMI 56.6 vs 52.0 consensus... ja turg hüppab
  • 09:45 ECONX Chicago PMI 56.6 vs 52.0 consensus

  • November New Home Sales 647K vs 715K consensus; -9.0% m/m; prior revised to 711K from 728K

    Nõrk majade müük...
  • ja kui nõrk veel ...

    New Home Sales data very poor, lowest number since April of 1995; prior month revised down; supply rises back to 17 year highs of 9.3 months
  • Kes hetkel Traderisse sisse ei saa (nagu minagi...), siis live hindade jälgimisel on veidikesekski leevenduseks selline võimalus...
  • Lisasin LHV Pro alla Och-Ziff Capital Managementi (OZM) kohta käiva negatiivse väljavaatega analüüsi. Vürtsi lisab see, et idee taga on ka kurikuulus lühikeseks müümisele spetsialiseerunud Douglas Kass. Soovitan juba konkreetsetele põhjendustele ja võimalikele arengutele LHV Pro all pilgu peale visata.

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