LHV finantsportaal

Foorum Investeerimine

Börsipäev 31. detsember

Kommentaari jätmiseks loo konto või logi sisse

  • Kuigi igal pool ei saa veel aastale joont alla tõmmata, on Marketwatch meisterdanud väikse tabeli tähtsamate indeksite aastasest liikumisest: 

    M

  • dollar vs. yen +19% tundub kahtlane, alles nädal -kaks tagaasi räägiti, et dollar on jeeni suhtes 13 aasta madalaimal tasemel
  • Dollar vs yen. on hetkel -19,17%. Plussid/miinused lihtsalt segi.
  • Venemaal MICEX-il ka kauplemine läbi aastaks 2008, börs suleti meie aja järgi 11.45.
  • Toormaterjalide investorina tuntud Jim Rogers pidas Hong Kongis maha kihutuskõne, kus rääkis, et ostab kokku Hong Kongis noteeritud Hiina ettevõtete aktsiaid.

  • Joel, palju OMX Tallinna, Riia ja Vilniuse 2008.a. tootlused on?
    Mõni näide Balti ettevõtete eriliste tootluse kohta ka?
  • Ouna Ants, osaliselt leiad oma küsimusele vastuse LHV päevaülevaadetest. 
  • Jim Rogers on paras dinosaurus, kuid ka dinosaurused surevad kunagi välja. Tundub, et Rogers võis olla abielus oma arvamusega, et FED läheb hüperinflatsiooni teed ja sellisel juhul oleks tõesti toorained parim koht olnud.

    Siiani pole märganud, et Rogers oleks tunnistanud oma ränka eksimust toorainete ja Hiina ning arenevate turgude suhtes. Kui sa oled neid nii palju propageerinud, siis võib reaalsuse tunnistamisega raskusi tekkida.
  • Õ.A. Su enamuse küsimuste vastused on näkkukargavalt lihtsad leida, soovitaks soojalt natuke laisem olla (siia küsimuse toksimisest kindlasti lihtsam tegevus).
  • Tänud, Madis! Ei meenunud, et seal on korralik ülevaade.
    OMXT -63%
    OMXV -65%
    OMXR -54%

    Tallink -64%
    Olympic -86%
    Eesti Ehitus -79%
    TEO -51% (kes oleks seda suutnud uskuda!!!)
  • Index/Equity 31.12.2007 31.12.2008 +/-%
    OMX Tallinn 742,45 274,83 -62,98
    OMX Riga 595,30 271,29 -54,43
    OMX Vilnius 514,23 179,25 -65,14

  • Q vara ehituse pankrot ja Q Vara AS saneerimine. ikka püüavad vingerdada. QV ehituse pankrot püütakse ajad mini suva tölli kaela:
    Seisuga 30.12.2008.a. esitas Q Ehitus OÜ Harju Maakohtule pankrotivalduse pankrotimenetluse algatamiseks tingituna rasketest juhtimisvigadest ja ulatusliku kahju tekitamisest, mis on toime pandud endise juhatuse liikme Urmas Altini poolt.
  • Continuing Claims 4506K vs 4400K consensus; prior revised to 4366K from 4370K

    Initial Jobless Claims 492K vs 575K consensus
    Uskumatud numbrid, turg kosub üpris hooga.
  • Ja nafta jätkab energiainvestorite 'rõõmustamist', olles 3.5% miinuses $37.6 peal.

    Üldiselt usun ise, et pullid üritavad eilsele tõusule täna veel aasta viimasel päeval lisa juurde võtta ning S&P500 indeks lõpetab pealpool 900 punkti...
  • Aasta viimasel päeval... võiks ju ikkagi optimist olla. Äkki siis järgmisel on börsijumalad investoreile selle võrra armulikumad : )
  • Nõustun enamjaolt Joeli seisukohaga, et aasta viimane kauplemispäev üritatakse pullide poolt korraliku tõusuga lõpetada, kuid Euroopa turgude äravajumine viimastel minutitel enne sulgemist teeb kergelt ärevaks.
  • Kardetakse ilmselt samasugust liugu mis eelmiselgi aastal.

    "Kui ema-isa koju tulid peolt, sai lastel pidu läbi."
  • Saksamaa DAX N/A (börs suletud) 

    Prantsusmaa CAC 40 +0.03%

    Inglismaa FTSE 100 +0.94%

    Hispaania IBEX 35 N/A (börs suletud)

    Venemaa MICEX +0.28%

    Poola WIG -0.59%

    Aasia turud:

    Jaapani Nikkei 225 N/A (börs suletud)

    Hong Kongi Hang Seng +1.07%

    Hiina Shanghai A (kodumaine)  -0.66%

    Hiina Shanghai B (välismaine)  -0.05%

    Lõuna-Korea Kosdaq N/A (börs suletud)

    Tai Set 50 N/A (börs suletud)

    India Sensex 30 -0.71%

  • Get Stronger for 2009
    By Rev Shark
    RealMoney.com Contributor
    12/31/2008 7:44 AM EST

    That which does not kill us makes us stronger.
    -- Friedrich Nietzsche

    2008 is likely to be the most difficult year most of us will ever experience in the stock market. The Dow Jones Industrial Average will finish with losses of around 35% for the year, which is the worst since the Great Depression and has been exceeded just twice before.

    Around $30 trillion in total stock market capital has been wiped out, and that doesn't even begin to count the losses in other asset classes, such as real estate, debt and commodities. There were no safe havens during 2008. Even money market funds that broke the buck and nonexistent interest rates made cash a concern at times.

    Worst of all during 2008 is that confidence in our economic system has been shaken. Our governmental and business leaders did not see this coming, and they have lurched about, seeking solutions. We have now have fallen into some grand socialist experiment in which we are providing trillions in bailouts and "incentives" and ignoring the great cost we will have to pay down the road.

    The good news is that we have survived this, and as long as we stay tough and resolute, we have the capacity to prosper in the year ahead.

    The great thing about the stock market is that you always have the chance to start fresh. As long as you have capital, you can forget the past and begin anew at any time. It is an extremely powerful advantage, and if we have the right mindset, the difficulties of 2008 are really nothing more than a form of education that will aid us in the year ahead.

    Is 2009 going to be a better year? I sure hope so, but there is no doubt it will be quite challenging. What I do know is that if we work hard at it every day, protect our capital, aggressively seek opportunities when the time is right and stay grounded emotionally, we will prosper. Even the worst market will provide us with opportunities. As Winston Churchill said once said, "We shall fight on beaches, landing grounds, in fields, in streets and the hills. We shall never surrender."

    I'm looking forward to doing battle together with you in 2009, and I wish you the happiest and most prosperous year ever.
    -------------------
    Ülespoole avanevad:

    Select solar names ticking higher: STP +4.0%, JASO +2.5%, ESLR +2.0%, SOLF +1.9%, TSL +1.6%, CSIQ +1.5%... Other news: DDSS +64.9% (announces FDA approval of once-daily RYZOLT for management of moderate to moderately severe chronic pain), AKRX +43.6% (announces FDA approvals for Sterile Vancomycin HCl USP, 500 mg/Vial; 1 g/Vial and Sterile Vancomycin HCl USP, 5 g/Vial pharmacy bulk package), PSD +24.1% (Washington St regulators approve Puget sale to Macquarie Group - DJ), GILT +16.7% (announces the signing of new agreements with Colombian Ministry of Communications ), SAY +2.9% (Hewlett-Packard is evaluating the possibility of acquiring a stake in SAY - The Economic Times), GSK +2.6% (still checking)... Analyst comments: PLAB +20.1% (light volume, upgraded to Buy from Underperform at Merrill Lynch).

    Allapoole avanevad:

    In reaction to disappointing earnings/guidance: ACTS -10.6% (light volume)... Select oil/gas stocks trading lower with weakness in crude: HES -2.6%, RIG -2.0%, CHK -1.6%, TOT -1.6%, RDS.A -1.4%... Select metals/mining names showing weakness with lower spot prices: SLW -2.5%, NEM -2.2%, ABX -2.0%, AUY -1.9%, GG -1.9%, GLD -1.6%, SLV -1.2%... Other news: WCG -18.5% (disclosed that HealthEase of Florida and WellCare of Florida filed their annual audited financial statements; updates ongoing resolution discussions), AHR -15.9% (extends credit lines and announces new dividend policy), PAY -10.6% (files notification of late filing for Form 10-K for Fiscal Year 2008), CPSL -5.9% (filed for a $40 mln mixed shelf offering), APWR -3.0% (continued weakness following yesterday's ~20% decline), NPBC -1.9% (discloses that it expects to record non-cash charges in Q4), UBS -1.0% (sells 3.4 bln Bank of China H shares in placement - DJ).
  • Tuletan veel korra meelde, et investeerimiskonto vahendusel on täna USA turgudel võimalik kaubelda kuni kella 20ni, LHV Trader konto vahendusel kuni 23ni.
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    Suurepärast 2008. aasta lõppu!

    Olgu uus 2009. aasta parem ja magusam!

     

    Joel

  • Sai eelturult veidi USO võetud $28.60 pealt ja nüüd väljas $29.86-ga. Ilusat aasatavahetust kõigile:D
  • DOE Inventory Data: Crude shows modest build

    Dept of Energy reports that crude oil inventories had a build of 549K (consensus is a draw of 1450K); gasoline inventories had a build of 808K (consensus is a build of 1700K); distillate inventories had a build of 694K (consensus is a build of 1500K).

    Esimese reaktsioonina kukuti pea 1.5%, kuid nüüd juba kosutud +0.4% peale.
  • VIX volatility index moves below 40 for the first time since Oct 2
  • Inv.konto vahendusel kauplemine tänaseks lõpetatud. Head aastavahetust kõigile!
  • Optimistlik või mitte, aga S&P500 indeksi 900 punkti sai kenasti täis. Lisaks on väga suurt liikumist tegemas nafta hind, mis on tõusnud 13% $44 peale.

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