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Börsipäev 24. märts

Kommentaari jätmiseks loo konto või logi sisse

  • S&P500 on viimase 10 börsipäevaga tõusnud 21.64% - tegu on suurima 10 päevase tõusuga alates aastast 1938. 

    Täna olulisi majandusraporteid ei avalikustata.

  • Eilse väga võimsa ralli järel võetakse vähemasti eelturul asja pisut rahulikumalt. S&P500 -0.8% @ 811 punkti, NQ -0.7% @1244 punkti ning nafta -0.7% @ $53.4. Kuid tasub meeles hoida, et eilse tõusu hoidmine päeva jooksul või siis väike miinus oleks pullidele väga suur võit.
  • Mul selline küsimus seoses sellega, et FAS ja FAZ olid siin enam kaubeldud võimendused. Tekib üks küsimus kui üks on 3x pull ja teine 3x karu kuidas saab siis mõlema liikumine olla nulli suunas mõtlen viimast kuud. Faz pole kunagi 19 olnud ja kui Fas oli 7 viimati nii kuu aega tagsi oli Faz 70 kus on loogika?
  • LHV avaldas 2x asjade liikumise kohta hea artikli - äkki saate korra selle lingi siia panna.
  • Saksamaa DAX +0.26%

    Prantsusmaa CAC 40 -0.02%

    Inglismaa FTSE 100 -1.29%

    Hispaania IBEX 35 -0.03%

    Venemaa MICEX -3.61%

    Poola WIG +0.68%

    Aasia turud:

    Jaapani Nikkei 225 +3.32%

    Hong Kongi Hang Seng +3.44%

    Hiina Shanghai A (kodumaine) +0.56%

    Hiina Shanghai B (välismaine) +0.45%

    Lõuna-Korea Kosdaq +0.77%

    Tai Set 50 -0.05%

    India Sensex 30 +0.50%

  • Panen täna siia väga hea makroanalüütiku Tony Crescenzi mõtisklused kinnisvara teemal. Lühidalt: maju ei ehitata+rahvaarv kasvab=kiiresti vähenev vaba kinnisvarapind.

    Existing-Home Sales Jump
    By Tony Crescenzi
    RealMoney.com Contributor
    3/23/2009 11:20 AM EDT

    Existing-home sales posted their largest percentage increase since July 2003 in February, increasing 5.1% to a 4.72 million rate, after having reached a nearly 12-year low in January. It was the second month in three near the current level (December's pace was 4.74 million).

    Condo sales, which are included in the overall tally, increased 11.4% in February, possibly because of price discounts made against bloated inventories, and because prospective homeowners in the current environment are less concerned about the square footage of the dwelling they occupy.

    Inventories increased in February, to 3.798 million from 3.611 million in January, the first increase since July. Inventories are now 777,000 below the peak, which was set in July (4.575 million). Progress is likely to continue this year for a number of reasons, but the most understated and least talked about reason is the one that is most important: Builders have stopped building, and the population is still growing. People need shelter and will occupy empty space either by buying or renting. The main thing is that the inventory of vacant homes will decrease, and cash flow will be generated, and the cash flow will reduce foreclosures.

    There is also the possibility that sales will increase because of government incentives to purchase a home ($8,000 first-time homebuyer tax credit), and because of efforts to boost affordability (the Fed's mortgage-backed securities purchase program) and those geared toward unclogging the financial system (for example, the Public-Private Partnership Investment Program, or PPIP).
    -----------------------------
    Ülespoole avanevad:

    In reaction to strong earnings/guidance: SONC +10.8%, PVH +3.6% (also upgraded to Buy at Citigroup), MNRO +3.6% (light volume)... M&A news: ALDN +4.7% (announced that it has completed its previously announced merger; shareholders will receive $11.50 per share in cash)... Select drybulk shipping names ticking higher in early trade: NAT +3.2% (Cramer makes positive comments on MadMoney), TBSI +2.6%, DRYS +2.0%, EXM +1.4%... Other news: BX +4.6% (still checking), APD +1.2% (Cramer makes positive comments on MadMoney)... Analyst comments: HEV +6.0% (upgraded to Buy at BofA/Merrill), CLF +2.4% (upgraded to Outperform at FBR Capital), BIDU +1.9% (initiated with Buy at Deutsche).

    Allapoole avanevad:

    In reaction to disappointing earnings/guidance: HUBG -13.0% (also downgraded to Hold at KeyBanc Capital Mkts and downgraded to Hold from Buy at BB&T Capital Mkts), NWL -12.0%, SEED -6.6% (light volume), MATW -1.4%... Select financial names pulling back: AEG -12.5%, LYG -8.5%, AXA -7.4%, PUK -7.3%, XL -6.9%, CS -6.6% (Credit Suisse says 09 start strong; seeks share hike OK - DJ), DB -5.9% (Deutsche Bank doesn't need fresh capital - DJ), UBS -5.2%, PRU -4.3%, HBC -4.1%, ING -3.9%, BAC -3.6%, BCS -3.4%, WFC -3.3%, MET -2.8%, C -1.9%, JPM -1.6%... Select metals/mining names showing weakness with lower spot prices: BBL -6.9%, RTP -6.2%, BHP -4.5% (BHP Billiton agrees to lower coal prices - WSJ), AUY -3.7%, SLW -3.5%, AU -3.5% (downgraded to Underperform at Credit Suisse), AAUK -3.4%, GG -2.8%, GOLD -2.7%, NEM -2.3%, FCX -2.1%, GFI -2.1% (downgraded to Underperform at Credit Suisse), ABX -2.0%, GLD -1.7%, AEM -1.7%... Select oil/gas related names trading lower: STO -2.9%, COP -1.8%, TOT -1.5%, E -1.0%... Other news: NRGY -4.8% (prices a 4 mln share common unit offering at $22.30/unit), SI -2.8% (still checking for anything specific)... Analyst comments: UA -4.2% (light volume; downgraded to Underweight at Morgan Stanley), LDK -4.0% (downgraded to Equal Weight at Morgan Stanley), DIS -3.8% (downgraded to Neutral at Goldman - Reuters), TS -3.6% (downgraded to Hold at Citigroup), TSO -3.4% (downgraded to Sell from Hold at Benchmark), CTXS -3.3% (downgraded to Sector Perform from Outperform at Pac Crest), GBCI -1.9% (downgraded to Neutral at SunTrust).
  • Väike kasumivõtt turgudel pärast nii suurt rallit tuleks pikemas perspektiivis vaid kasuks...

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