Börsipäev 2. mai
Kommentaari jätmiseks loo konto või logi sisse
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Eile, mil enamikel aktsiaturgudest oli nii-öelda vaba päev, valmistasid USA aktsiaturud finantsmaailmale paraja üllatuse. Suurimad indeksid tõusid 2% kuni 3%.
Futuurid on hetkel nulli lähedal kauplemas, kuid enne päeva algust jõuab turule veel majandusinfot, mis peaks olukorda muutma. Nimelt tund aega enne turu avanemist tuleb aprillikuu esialgne tööjõuraport. Märtsis vähenes seniste andmete põhjal töökohtade arv 80 000 võrra, aprillilt oodatake 75 000 suurust vähenemist. Väiksem miinusnumber aitaks kaasa ralli jätkumisele, suurem number peaks aga viimase aja pullide optimistilainet kiiresti jahutama hakkama. Töötuse määr oli viimane kord 5.1%, sedapuhku oodatakse suurenemist 5.2%ni. -
wow ... payrolls :)
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April Nonfarm Payrolls -20K vs -80K consensus, prior revised to -81K from -80K
April Unemployment Rate 5.0% vs 5.2% consensus; prior 5.1% -
Futuurid lendavad, dollar tugevneb ja nafta on ka pisut järgi andnud selle kõige peale.
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Saksamaa DAX +1.66%
Prantsusmaa CAC 40 +1.81%
Inglismaa FTSE 100 +1.64%
Hispaania IBEX +2.31%
Venemaa MICEX N/A (börs suletud)
Poola WIG N/A (börs suletud)
Aasia turud:
Jaapani Nikkei 225 +2.05%
Hong Kongi Hang Seng +1.89%
Hiina Shanghai A (kodumaine) N/A (börs suletud)
Hiina Shanghai B (välismaine) N/A (börs suletud)
Lõuna-Korea Kosdaq +1.36%
Tai Set +1.36%
India Sensex +1.81%
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Solid Jobs Report Will Lift Stocks
By Rev Shark
RealMoney.com Contributor
5/2/2008 8:50 AM EDT
The jobs report is far better than expected, and that is giving us a big gap up to start the day. Recently, strong starts have led to continued strength all day but this gap up is coming in an already-extended market, so it will be very interesting to see if we get any "sell the news" pressure.
The bulls clearly have a head of steam here, and trying to fight such big momentum is a very dangerous game, especially when many are very underinvested an trying to catch up. The extreme positive sentiment in a technically extended market, however, makes it tough to find good entry points.
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Ülespoole avanevad:
In reaction to strong earnings/guidance: SCOR +17.9% (also upgraded to Outperform at Oppenheimer), NTCT +17.6%, SONE +17.0%, KBR +13.9%, B +13.4%, CLUB +11.4% (also upgraded to Outperform from Market Perform at William Blair), CQB +10.9%, DLB +10.7%, TSYS +10.5%, AVR +9.3%, CAB +9.2%, BPHX +8.9%, MGRM +8.8%, NT +8.6%, AVNX +8.2%, PHTN +8.2%, HNSN +8.1%, LQDT +4.3%, FIX +4.1%, ACS +3.9% (also upgraded to Buy at Jefferies), BEBE +3.9%, DUK +3.6%, NXG +3.5%, TGI +3.2%, CMO +2.7%, DRIV +2.5%, IDTI +2.5%, ICE +2.2%, SPN +1.9%, QLGC +1.8%, AGU +1.2%, VIA.B +1.2%, CSTR +1.1%... M&A news: MFLO +10.7% (ADSK announces intent to acquire Moldflow for $22 a share)... Select mortgage names showing strength as Fed takes measures to address 'persistent liquidity pressures' and expanding TSLF collateral to include AAA asset-backed securities: MBI +6.0% ABK +5.4% FRE +2.7% FNM +1.8%... Other news: FRPT +9.3% (awarded a $92 mln contract under a previously awarded contract - DoD), LMC +5.0% (still checking), SOL +5.0% (still checking), XMSR +4.5% (still checking), YHOO +2.8% (Yahoo-Google pact may be close; MSFT appears to lean toward hostile Yahoo bid - WSJ), RBS +1.6% (Texas Pacific weighs up RBS insurer risk - Daily Telegraph), BHP +1.4% (BHP-Rio Tinto deal draws more skeptics - WSJ)... Analyst upgrades: VNDA +10.5% (initiated with Buy at Caris), CRDC +5.8% (initiated with a Buy at Lazard Capital), RSH +3.3% (upgraded to Buy at BofA), DRE +2.4% (upgraded to Buy at Deutsche Bank and upgraded to Outperform at Wachovia), SUNH +1.3% (upgraded to Outperform at Friedman Billings).
Allapoole avanevad:
In reaction to disappointing earnings/guidance: SWIM -39.9% (also downgraded to Market Perform at BMO Capital and downgraded to Market Perform at Raymond James), N -21.8%, LAVA -18.5% (also downgraded to Hold from Buy at Needham), JAVA -16.7% (also downgraded to Peer Perform at Bear Sterns), MSTR -15.8%, SSD -14.9%, ABAX -14.9%, BOOM -14.6% (also downgraded to Neutral at JPMorgan), CRUS -12.5%, HIFN -12.2%, JSDA -10.1%, IMMR -7.8%, NVTL -7.8%, EVVV -7.3%, DEPO -5.4%, SCUR -5.0%, EHTH -4.6%, WYNN -1.6%, VR -1.3%, WLT -1.0%... M&A news: ADSK -2.1% (announces intent to acquire Moldflow for $22 a share)... Other news: ERIC -4.2% (falls as Lehman say margin improved less then reported - Bloomberg), NOK -1.6% (down in sympathy with ERIC)... Analyst downgrades: JSDA -10.1% (downgraded to Sell at Piper), SSBX -4.6% (downgraded to Sell from Hold at Sandler O'Neill), ITG -2.5% (downgraded to Market Perform at Keefe Bruyette), SEPR -1.9% (downgraded to Underperform at Friedman Billings), GPS -1.1% (downgraded to Neutral at BofA). -
March Factory Orders +1.4% +0.2% consensus, prior revised to -0.9% from -1.3%
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Turgudel tänane käive tunduvalt suurem, kui eelmistel päevadel. Tehnoloogiasektorist võtakse kasumeid, kas suur raha müümas?
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Toornafta futuurid juba +3% üleval ja toetab turu langust, kuna Türgi ründamas kurde.
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AlariÜ,
Millal on oodata rünnakut pimedatele?
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Tänan tähelepanu juhtimise eest:)
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Kõik kuulmispuudega inimesed, jookske peitu, türklased ründavad teid. Kurdidel on selles mõttes natuke aega ilmselt hea elu, kuna türklased koinivad vahelduseks nende aseme kuulmispuudega inimesi.
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Fakk, nojah, selle reaktsioonikiiruse pärast mõne juures rubla nii hästi kodunebki...
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Pole hullu, ju on kõik juba näinud seda kirjaviga ja nalja nabani:)
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CVX Chevroni Q1 konverentsikõnelt üks huvitav lause:
Co is switching to heavier crude (less expensive) in their downstream operations. On margins: co uses indicator margins and try to match margins to origins. Co concedes that int'l margins were weaker this qtr y/y. Co says, margins and volumes have been weaker in 2H of year compared to 1H (we are unsure if this is a seasonal problem and could give guidance to rest of 08)
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Countrywide Financial Corp (CFC) sai S&P käest downgrade 'BB+/B' peale 'BBB+/A-2' pealt.
The rating actions were due to the disclosure in Bank of America Corp.'s (BAC) May 1 Form S-4/A filing relating to the terms of the merger between BAC and Countrywide and a new reference regarding the treatment of Countrywide's indebtedness. -
Päev lõpp saab olema äärmiselt huvitav, kas suudetakse pullide poolt sell off üles osta? Hetkel on turg suht äraootaval seisukohal, spiked nii ühele kui teisele poole.
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Mitmuse nimetav "kurdid" ja mitmuse osastav "kurde" on täiesti õigesti kirjutatud ju? Või keegi parandas kirjavea ära?
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Kuulmispuudega isikute mitmuse osastav on "kurte".
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Bernanke kommentaarid krediitkaartide kohta:
Bloomberg reports the Federal Reserve proposes new rules on credit card lending, aiming to prevent 'unfair or deceptive card practices. Fed would bar charges on balances from previous billing cycles and interest rate increases on existing plans. Bernanke says credit-card practices have become 'more complex' and netter consumer disclosure on cards aren't enough. (MA, AXP, DFS, V, COF)
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Finally, Microsoft and Yahoo in merger talks; person involved said MSFT increased its offer "by several dollars" - NY Times DealBook
Kas tõesti?
