Börsipäev 2.juuni
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Apple Inc (AAPL) võib tuua U.K. turule uue generatsiooni iPhone juba juuli-s ning hinnaks prognoositakse 100 naela. CEO Steve Jobs peaks 9. juunil tutvustama uut iPhone USA-s.
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Sistema (AFKC) suuraktsionäri Vladimir Yevtushenkovi sõnul ostib ettevõte võimalusi siseneda Hiina turule. Kui tavaliselt loodetakse uuele turule sisenemiseks leida kohalik partner, siis seekord võidakse minna litsentsi omandamise teed. Kuigi konkurents Hiina telekomiturul on kasvamas, on turg läbi tegemas strukturaalseid muutusi, mis võib Sistemale pakkkuda eeliseid.
Kindlasti ei ole Hiinasse sisenemise näol tegemist ühepäevase ettevõtmisega, näiteks tegevuse alustamine Indias võttis aega neli aastat. Samas elab Hiinas 1.3 miljardit inimest ning mobiilside penetratsioon on 41% - pikaajaline potentsiaal on seega kõrge ning õnnestumise korral tasub oodatav aeg ennast ära.
Hiina vallutamise näol ei ole Sistema jaoks tegu päris uue mõttega, sest Sistema teine tütarettevõte Sitronics on seal juba kohaliku elektroonikatootjaga ühisettevõtet moodustamas. -
IDC turuuuringute andmetel on Apple Inc. (AAPL) iPhone turuosa Põhja-Ameerikas vähenenud 19.2%-ni 08 q1 võrreldes 07 q4 26.7%-ga. Turuosa on kaotatud Research in Motioni (RIMM) Blackberry-le, kelle turuosa on tõusnud q1 44.5%-ni võrreldes q4 35.1%-ga.
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J.P Morgan on alustanud Teliasonera ja Elisa katmist. Teliasoneralle anti "neutraalne" soovitus ning Elisa soovitust tõsteti "osta" peale. Samas on kergitatud kogu Euroopa telekom sektori soovitust "neutraalse peale" varasemalt "müü" tasemelt.
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Mai euroala tootmis PMI langes 50.6 punkti peale võrreldes aprilli 50.7 punktiga, konsensus ootas langust 50.5 punktini.
Euroopa turge painab jällegi finantssektor peale Briti Bradford&Bingley avaldatud kapitalikaasamist müües TPG Capital-ile 23% osaluse 179 miljoni naela eest ning emiteerides 258 miljoni naela ulatuses lisaaktsiaid 55 senti aktsia kohta. Aktsia on kukkunud 21% kaubeldes 67 sendi tasemel.
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U.K. PMI indeks langes aprilli 50.8 puntki tasemelt 50.0 punktini mais, kui konsensus ootas 50.5 punkti. Briti tootmisaktiivsus on mai kuus olnud nullilähedane.
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How I Spent My Stimulus on veebisait kuhu USA elanikud saavad saata oma lahenduse mida nad on teinud valitsuse finantsstiimulite programmi raames välja jagatud $600 USD sularahaga.
Nt G Yonkers, 64, Grand Rapids, Mi räägib et ta ostis endale uue nunnu armsa pehme nummi kutsika. Puhast tõudu Sihih Tzu muide. Ta kavatseb oma koera ka edaspidi armastada ja ülejäänud raha eest makse maksta.
Sweet!
Mul on kuri kahtlus et see veebisait pole mitte niisama üles lastud vaid mõnin hedge fund üritab ebatraditsioonilisel moel taustainfot koguda ja üldisi trende välja noppida. -
Briefingust üks huvitav artikkel põllumajandus ettevõtetest, kus artikkli andmetel enim võidavad väiksemad tegijad.
The Wall Street Journal reports cos besides Monsanto (MON) and Mosaic (MOS) have seen their shares head higher due to higher food prices. German corn and sugar-beet seed maker KWS Saat has seen its share price jump 50% over the past nine months. Wellington-listed NZ Farming Systems Uruguay -- market cap $355.8 mln -- has accumulated 100,000 acres in Uruguay for dairy farming. It is implementing its own dairy techniques, like fertilizing grazing grass and making water available to cows at all times. The co expects to turn its first profit next year. The real high-wire acts are companies like London-listed Landkom International PLC (market cap: $340 mln) and Stockholm-listed Black Earth Farming Ltd. (market cap: $1.2 bln) that grow wheat and rapeseed in the former Soviet Union. Sydney-listed PrimeAg Australia Ltd., with a market cap of $254 mln, is safer on the legal front but is vulnerable to Australia's episodic droughts. The beneficiaries of the tractor, baler and combine boomlet also include smaller companies like Oslo-based Kverneland Group. Its revenues were up 24% in the first quarter, to EUR 159 mln ($247 mln). -
Financial Timesi andmetel seni kriisidest ja räsitud tarbijast pihta saanud autotööstuses suhteliselt hästi hakkama saanud Toyota (TM) kärbib U.S. müügimahtude prognoose.
Financial Times reports Toyota (TM) is considering downgrading its U.S. sales forecast to account for a worsening outlook for pick-up trucks and other big vehicles. It quoted Toyota president Katsuaki Watanabe as saying he was not sure that increased sales of smaller cars and the Prius hybrid would make up for the decline in sales of sports utility vehicles and pick-up trucks. -
USA indeksfutuurid indikeerivad turgudele suhteliselt alt avanemist, futuurid hetkel -0.55% languses. Toornafta futuurid -0.90% $126.20 barrel tasemel, kuid päev veel väga noor. Täna kindlasti turgud üheks olulisemaks suunajaks kell 17.00 avaldatavad makroandmed: ISM indeks, contructionspending.
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AlariÜ,
Paku mõni long/short kandidaat ka siis lõpuks välja (tänaseks päevaks näiteks). Background infot saab ka mujalt. Konkreetsed asjad on need, millest puudus. -
Wachovia Corporation (WB) teatas täna CEO Ken Tompsoni errumienkust tegevjuhi ametikohalt nõukogu tugeval survel ning ajutiseks tegevjuhiks määrati senine juhatuse liige Lanty Smith.
Smith-i enda kommentaar järgmine:
No single precipitating event caused the Board to reach this decision, but a series of previously disclosed disappointments and setbacks cumulatively have negatively impacted the company and its performance. The Board believes new leadership will help to revitalize and reenergize Wachovia and enable it to realize its potential. We will move Wachovia steadily ahead as a strong, independent company by continuing to focus first on the needs of our customers. Our recent successful capital raising actions provide us the solid foundation and flexibility we need in an environment which remains extremely challenging for Wachovia and the entire banking industry. Despite continued hurdles, we have confidence in our strong liquidity, good capital position and solid business model."
Eeelturul kaupleb WB juba -1.93% languses $23.34 tasemel. -
Friedman Billings tõstab täna söesektori estimate ja targeteid. See pole küll otseselt call konkreetse aktsia peale panustamiseks, aga annab parema võimaluse otsida söesektorist aktsiaid, mida teistega võrreldes hea hinnaga osta. Sektor on viimasel ajal kuum olnud, nii et häid liikumisi näeb täna tõenäoliselt mitmeid. Mõningad, mida jälgida on ACI, MEE, WLT, PCX, FDG, FCL. Kuna sektoril on juba hoog sees, nii et liikumised võivad olla suured (mõlemale poole).
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iddeoflo,
Ilusad graafikud. Morgan Stanley upgrades ANR ka. See võiks kogu sektorile positiivsust juurde anda. Aru ma ainult ei saa, miks CNX jne eelturul all on (ostukoht?) -
persse, nafta pärast on vist söekad ka all?
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Foorumitest ennegi läbi käinud Market Vectors Coal ETF (KOL) on viimasel ajal teinud järjest uusi tippe ning hetkel veel ei paista ostuhuvi vaibuvat. Reedel sulgus KOL $54.20 tasemel, tippudest 13 senti madalamal. Jälgib Stowe Coal Indexi-t ning ei oma üksikettevõtete riske.
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Palju parem, Alari.
hea, et ma neile sütele päikest vastu shortisin eelturul. Muidu oleks valus juba. -
Siiski, söe story pole enam kuigi uus ja tõustud on juba kõvasti, nii et ega siin midagi lihtsat ei ole. Jälgima peaks erinevate aktsiate liikumisi, sest päevasisene võimalus võib näiteks tekkida mõne aktsiaga, mis teisi laggib.
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Kas on midagi kuulda, mis toimub online pokkeri maailmas? PartyGaming on täna Londonis üle 6% plussis, veel mõned päevad tagasi oli hind 260 kandis nüüd ollakse juba selgelt üle 300. Ilmselt on see seotud spekulatsioonidega USA-turu taasavamisest. Võimalik, et ka GIGM saab siit tuge.
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Need kuulukad on juba mõnda aega õhus olnud. Ma ei usu, et GIGM selle peale ost on.
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Saksamaa DAX -0.89%
Prantsusmaa CAC 40 -1.39%
Inglismaa FTSE 100 -0.83%
Hispaania IBEX -1.62%
Venemaa MICEX -0.37%
Poola WIG -0.34%
Aasia turud:
Jaapani Nikkei 225 +0.71%
Hong Kongi Hang Seng +1.22%
Hiina Shanghai A (kodumaine) +0.75%
Hiina Shanghai B (välismaine) +0.81%
Lõuna-Korea Kosdaq -0.16%
Tai Set -2.93%
India Sensex -2.15%
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enek,
Muidu, mis USA turu (taas)avamisse puutub, siis mina ei nimetaks seda kuulujutuks, vaid olen seda juba tükk aega vaadanud kui paratamatust, mis ühel hetkel teoks saab. Reguleerimisest saadav maksuraha vajab kogumist. See ei juhtu päeva pealt, kuid rangelt seaduste järgi ikkagi. Gigamedia (GIGM) ise on esmaseks sisenemisvõimaluseks USA turule näiteks reaalseks pidanud aasta kuni kolme pärast. Kui see nii ka läheb, siis on täna Gigamedia aktsia kolme aasta perspektiivis kahtlemata väga suurt kapitalikasvu potentsiaali pakkuv ettevõte ja veel igati mõistliku hinnaga. -
Waiting for Answers
By Rev Shark
RealMoney.com Contributor
6/2/2008 9:36 AM EDT
That man is prudent who neither hopes nor fears anything from the uncertain events of the future.
--Anatole France
We kick off the month of June with the market at a particularly important juncture. In the next few weeks, we should answer the question whether the worst is really over for the market or whether we have just experienced a classic bear-market bounce.
There appears to be growing hope that despite the nonexistent economic growth and concerns over high oil and inflation, that the market might just might muddle through and continue to work higher. The bulls are feeling good about some renewed strength in the dollar and recent rotation into technology stocks.
The hope is that oil and commodity prices will continue to moderate, the dollar will strengthen and rotation into financials, retail and technology will drive the market higher. Economic weakness is actually being viewed as a positive, in that it will help keep inflation under control. In other words, it is a "Goldilocks' atmosphere, where the temperature is just right.
The bears dismiss this optimism as nothing more than a classic countertrend rally during a bear market. All bear markets have significant bounces before rolling over again as the depth of the negatives becomes clear. The pessimists say that the hope that the "worst is over" is exactly what we'd expect to see before another leg down.
Technically, the indices have made a big move off the March lows and are now struggling to overcome some overhead resistance. They have been turned back several times, but instead of rolling over and going straight down, they have found some underlying support and could make another run at recent highs if they can hold up for a while and draw in more bulls.
We have a very muddled environment right now with the bulls holding up well, but the bears getting ready to press should a few cracks appear. The very nasty rotational swings in key groups last week is a particularly good illustration of the underlying uncertainty out there. We have big swings in oil, steel, coal, agriculture, solar energy and a number of leading cyclical groups last week. Technology stocks began to emerge as new leaders, but financials struggled to hold on.
So now what? If the bears are going to get their teeth into the market, it is likely to happen in the next week or so, as seasonality turns negative and we deal with key overhead resistance in the indices. We should have some pockets of opportunity which will make it a good stock picker's market, but the swings in leading sectors present a lot of landmines for the overly aggressive momentum players.
This morning, problems in the financial sector in the UK are weighing on sentiment. Oil is seeing another pullback, as focus on speculative excess continues, but that isn't having much of an impact as investors look for positive catalysts. There isn't a lot of news out there at the moment, but the first day of a new month has a tendency to be positive, and I wouldn't be surprised to see the bulls perk up.
Buckle on the trading helmet and adjust your goggles. It is going to be tough slogging.
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Ülespoole avanevad:
In reaction to strong earnings/guidance: CNXT +19.6%, LGF +1.0%... Select biotech/pharma names showing strength with multiple ASCO presentations out: ACOR +20.6% (announces positive data from second Ph. 3 study for Fampridine-SR on walking ability in people with MS), IDMI +10.0% (announces Phase 2 follow-up data showing IDM-2101 is well tolerated with positive survival trend and announces data supporting improved overall survival advantage for Metastatic Osteosarcoma treated with Mifamurtide), AVAN +4.9%, PARD +3.0% (announces safety and efficacy results from a previously unpublished Phase 1 clinical trial of picoplatin and liposomal doxorubicin in patients with advanced solid tumors, including ovarian cancer), NVS +2.8% (reports findings from a Ph. 2 study show that RAD001 enhances tumor shrinkage when given in combination with letrozole tablets), NKTR +2.5% (new "positive" data announced for NKTR-102 highlights promise of its small molecule PEG-oncolytics), DNA +2.3% (Second Ph. 3 study of Avastin plus chemotherapy shows improved progression-free survival in women with advanced HER2-negative breast cancer)... Other news: CPST +6.6% (announces first order for new C1000; value order value exceeded $2 mln), EXTR +4.6% (announces "victory" in patent litigation), GM +4.4% (mentioned positively in Barron's), ABMD +4.2% (Receives 510k clearance from FDA for Impella 2.5 Device), CSIQ +4.1% (signs $500 million supply agreement with Neo Solar Power), HOV +3.9% (Cramer makes positive comments on MadMoney), MSPD +3.7% (announces 1-for-5 reverse stock split), SNE +3.2% (showed strength in overseas trading following tier 1 upgrade on Friday)... Analyst upgrades: MEE +2.9% (upgraded to Outperform at FBR), SOV +2.8% (upgraded to Outperform at Keefe Bruyette), ARCC +2.5% (upgraded to Buy at Merrill), YGE +1.7% (upgraded to Buy at Citigroup), SNTA +1.6% (initiated with a Positive at Susquehanna Financial), ORCC +1.5% (upgraded to Buy at Merrill), TSO +1.3% (upgraded to Hold at Deutsche Bank), ANR +1.3% (upgraded to Overweight at Morgan Stanley).
Allapoole avanevad;
In reaction to disappointing earnings/guidance: AGYS -13.8%... Select European financial names showing weakness: RBS -6.7% and BCS -4.5% (Royal Bank Of Scotland, Barclays raided by UK OFT, according to TV - DJ), UBS -2.2%, ING -1.9%... Select European drug stocks trading lower: SHPGY -5.5%, GSK -1.8%, AZN -1.7%... Other news: HRS -12.2% (issues statement that it isn't pursuing a merger or sale of co), SOL -9.6% (files for a 9 mln share ADS secondary offering; 8.14 mln ADS are being offered by the co and 860K ADS are being offered by selling shareholders; also downgraded to Underweight at Morgan Stanley), IMCL -7.4% (ERBITUX data demonstrate improved overall survival in first-line treatment of advanced non-small cell lung cancer), MAR -5.0% (sees North American RevPAR growth of approximately 2%, compared to prior company guidance of 3-5%), ASML -2.6% (still checking), MT -1.5% (still checking), VOD -1.5% (Telkom SA in Talks With Vodafone, Mvelaphanda - Bloomberg.com), NOK -1.4% (still checking)... Analyst downgrades: UIS -5.1% (downgraded to Underperform at Merrill), BPFH -3.6% (downgraded to Underperform at Merrill), LDK -3.1% (downgraded to Equal Weight at Morgan Stanley), IFX -3.1% (downgraded to Hold at Citigroup), PMCS -2.5% (downgraded to Sell at Merrill), LEH -1.9% (downgraded to Underperform at Merrill), IDTI -1.6% (downgraded to Sell at Merrill), LSI -1.4% (downgraded to Sell at Merrill), MPG -1.3% (downgraded to Underperform at Merrill). -
May ISM Manufacturing 49.6 vs 48.5 consensus
April Consturction Spending -0.4% vs -0.6% consensus, prior revised to -0.6% from -1.1% -
Söed töötasid küll (CNX minu lemmik).
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Solarid võivad olla oma jooksu lõpus vähemalt lühajaliselt. AMAT pakub võimalust thin-film tehast püsti panna 50 milli USD eest ja see tähendab, et FSLR jne võivad omadega varsti commodity turul olla.
Ühesõnaga FSLR võib short olla.
Hetkel grabbing long HRS here. -15% on liiga palju selle uudise peale. HRS on nagunii takeover kandidaat. (HRS avrg 55.78) -
Keegi kaasa ka räägib või vahite kõik mingeid klepiku macd crossovereid?
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hmmmmm... et siis selline liikumine makro peale. Neid numbreid enam üldse ei usaldata või millest vastupidine liikumine?
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Kui turg nüüd viieks minutiks rahuneks, siis saaks HRS ka heaks mänguks. Nii kaua tuleb lihtsalt natuke valu kannatada.
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Harrise (HRS) puhul on asi selles, et tegemist on technical sellinguga, kuna ilmselt päris mitmed kavalpead panustasid takeoveri peale ja peavad nüüd oma positsioonid ära müüma.
Asi on nüüd 16% all ja kurat küll, see tundub liiga paljuna. Ma olin juba 57 juures nõus seda ostma (eelturul). mis ma peaks siis 55 juures rõõmust ruigama, et seda osta saan?
Kaks asja:
- Technical selling
- HRS on ikka üks seksikamaid defense asju, mis varem või hiljem ikka ära ostetakse. Mulle jäi mulje, et tegelikult on mingid läbirääkimised ikkagi käinud aga HRS tüübid on lihtsalt liig ülbed olnud, et mingi norm hinna eest ennast ära müüa. Ehk siis näevad lähiajal head potentsiaali sektoris.
Võibolla kõvatavad niisama oma pressikatega ja tuleb hostile takeover.
55.61 keskmine siin, olen vahepeal juurde tõmmanud. -
rääkides söest. Ostsin veebruari keskel sellist stokki agu WTN.TO kusagilt 2,8-2,9 juurest. Met Coal ja mis need võlusõnad olidki. Aktsia püsis nii kuu aega allpool ja kui ta lõpuks üles liikus, müüsin maha umbes 5% kasumiga. Täna on aktsia nii 8,5 juures...
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ma arvan et FSLR on igal juhul short
lisaks AMAT'le on veel araablased lubanud oma suure rahakotiga tehase püsti panna
+ teised tootjad nagu SOLF (ja oli vist veel mõni) kes selles suunas samme seavad
lisame siia insiderite müügid ja tänase note'i, et euroopa liit võib FSLR mürgised komponendid bännida
tänast valuatsiooni ta küll ei tohiks enam väärt olla -
tra, speedyga ühel nõul olla on küll kõhe :)))
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tänan komplimendi eest ;)
eks me kõik oleme võimelised arenema -
..Ma olin mingis dumperis täna jälle
täna pool päeva... -
Fitch Downgrades Estonia's Hansapank to Individual 'C'
Fitch Affirms Estonia's SEB at Support '1'
(selgitus siin) Individual Ratings are assigned only to banks. These ratings, which are internationally comparable, attempt to assess how a bank would be viewed if it were entirely independent and could not rely on external support. These ratings are designed to assess a bank's exposure to, appetite for, and management of risk, and thus represent our view on the likelihood that it would run into significant difficulties such that it would require support.
(selgitus siin= The Purpose and Function of Support Ratings
Support ratings offer Fitch's judgement of a potential supporter's (either a sovereign state's or an institutional owner's) propensity to support a bank and of its ability to support it. Its ability to support is set by the potential supporter's own Fitch Long-term debt rating, both in foreign currency and, where appropriate, in local currency. Support ratings have a direct link to Long-term debt ratings, but they do not, nevertheless, assess the intrinsic credit quality of a bank. Rather they communicate Fitch Ratings' judgement on whether the bank would receive support should this become necessary. It is emphasised that these ratings are exclusively the expression of Fitch's opinion even though the principles underlying them may have been discussed with the relevant supervisory authorities and/or owners.
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Fitch --> Hansapank (Estonia)
Fitch --> SEB (Estonia) -
Turg näitab korralikku nõrkust pankade reitingulangetuste peale:
Merrill Lynch, Lehman, Morgan Stanley cut by S&P
Bank of America, JP Morgan outlooks to negative by S&P -
S&P on way late selle downgradega. Võtsin veidi MER-i pikaks 42 juurest.
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Vaikselt müün ca 40senti ja üles.
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Analüütikud on pankade suhtes nii negatiivsed olnud viimasel ajal, et neid ei liigutaks isegi halvad tulemused enam, rääkimata SP downgradest AA-/A-1+ peale. Täiesti tavaline on olnud kui mingi suure maja analüütik tõmbab näiteks Lehmani EPS-i 80% allapoole konsensust. Alguses kukkusid, pärast enam mitte.
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Üldiselt võib see SP downgrade olla tänase turu põhjaks. Midagi kindlat ei ole aga mõnikord sellised uudised mõjuvad nii.
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rams on oma nime muutnud enekiks?
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Võtsin seda va radioaktiivsemat sitta kah (LEH, 33.83) pikaks.
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MER keskmine on nüüd 41.99, tees sama. Kuigi ma olen veidi üllatunud, et asi üldse nii kaugele kukkunud on.
LEH siis pikaks 33.83 (no ei saa asi ~8% all olla)
WN: Ma alles kasvan ramsiks. Küll te kõik veel näete! :) -
MER 41.92 keskmine nüüd.
PS: Näin juba piisavalt lollina? -
Scaling out LEH .20, .29 ja viimane siis .40.
MER hakkan müüma .10 (filled) .20. 40 -
Kuida sai Börsipäevast 02.juuni kellegi kodanik eneki postitiks? Mu isiklik tagasihoidlik arvamus oleks, et näid küll jah.
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ei näi lollina, lihtsalt samasugune imeliku tonaalsusega monoloog
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Tore ju, kui keegi oma tehinguid p
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...põhjendab.
