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Börsipäev 1. aprill

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  • Ehkki USA autotootjate mured on kõigile teada ning aktsiat liigutavad eelkõige teised tegurid, on siiski üsna huvitav vaadata, kuidas negatiivne meediakajastus koos majanduslangusega mõjutab automüüki. Täna kell 21 avaldatakse märtsi automüüginumbrid, mis selle aasta jooksul on olnud oodatult nõrgad. Teistest makroandmetest on oodata ISM indeksit, konsensuse prognoos on 36, mis on sisuliselt veebruariga sama.
  • Juhul kui klienti väga tugevalt ninapidi ei veeta võib korporatiivsel tasandil õnnestunud naljategemine kohati päris head vastukaja leida. Business Pundit on järjestanud mõned õnnestunud killud läbi aegada. Link
  • Eurotsooni töötus jõudis veebruaris kolme aasta kõrgeimale tasemele ning ületas analüütikute 8.3%-list ootust 0.2 protsendipunkti võrra. Võrreldes jaanuariga kasvas töötus 0.2 prosentipunkti. Suurim tööpuudus valitseb Hispaanias, kus töötusenäitaja oli kerkinud 2008.a augusti 11.7%-lt veebruari lõpuks 15.5%-ni. Olukord on kõige rängem seal just alla 25-aastaste seas, kellest 32% pole suutnud tööd leida.
  • Euro jätkab oodatust kehvema statistikav töttu dollari vastu odavnemist. Lisaks panustatakse sellele, et Euroopa Keskpank jätkab neljapäeval laenukulude alandamist, tuues määra 1% peale.

  • Arvopaperi kirjutab, et Eesti Töötukassa on oma finantside haldamise andnud üle Evlile. Enne oli vist ABN Amros?
  • SUNTECH POWER HLDGS has received a buyout offer worth $6 billion, according to reliable sources. However, the company is exercising restraint and has not revealed the name of the proposed buyer. SUNTECH POWER HLDGS has debt worth $1.63 billion.

    Sources said that an California-based SunPower Corporation has made an offer of $30-$35 per share, according to people who spoke only on the condition that they not be identified because they were not authorized to do so publicly on the matter.
  • Täna üldse väga kahtlane mingit infot seedida. Sa nüüd siis aru kas on tegu naljaga või mitte @STP
  • MBA Mortgage Applications 3.0% vs 32.2% Prior
  • 31-Mar-09 13:52 ET
    oli viimane uudis Briefingus STP kohta. Hea aprill! :)
  • Kas Põhjamaade hindade kuvamisega täna mingeid probleeme?
  • March ADP Employment Change -742K vs -693K consensus, prior -697K
  • Mõned majad olid Salesforce'i (CRM) suhtes juba positiivsemaks muutunus, aga GS lajatas korralikult:

    Salesforce.com added to Conviction Sell list at Goldman

  • Põhjamaade hindade kuvamisega on probleeme, töö lahendamise osas käib.
  • March ISM Manufacturing 36.3 vs 36.0 consensus, prior 35.8
    February Pending Home Sales +2.1% vs 0.0% consensus, prior -7.7%
    February Construction Spending -0.9% vs -1.9% consensus, prior revised to -3.5% from -3.3%
  • Väikese hilinemisega ka Rev Sharki mõtted tänase börsipäeva kohta:

    Earnings Will Be Key
    By Rev Shark
    RealMoney.com Contributor
    4/1/2009 8:18 AM EDT

    There are no great men, only great challenges that ordinary men are forced by circumstances to meet.
    -- William F. Halsey

    There was a bit of celebration as a strong performance in March took some of the sting out of a poor first quarter. The S&P 500 still ended with a loss of 11.7% and the Russell 2000 small-cap index was down more than 15%, but that is substantially better than the 26% the S&P 500 was down back on March 6.

    The big bounce over the last three weeks has made some market players hopeful that a more sustained bear-market rally lies ahead of us. We have had some productive action and the technical conditions are somewhat better, but we do not have an easy battle in front of us.

    Ignoring some end-of-the-quarter window-dressing games on Tuesday, we ended the quarter with two days of pullbacks. That is perfectly healthy within the context of the rally we have had off the March lows. The challenge now is finding and holding support and building conditions to support another leg to the upside.

    The big obstacle is that in bear-market rallies like the one we just had tend to fizzle out quickly. Since the market topped out in 2007, we had at least half a dozen rallies that eventually failed and led to new lows. Will it be different this time? Will the bulls show some resolve and keep this market from rolling over again?

    Much is going to depend on the psychology that emerges during the upcoming earnings season. Are expectations low enough and have we priced in sufficient negativity so that when the poor reports hit -- which they certainly will -- we won't be crushed once again? An earnings warning from Celgene (CELG) last night goes to show that not everything already has lowered expectations.

    We have a week or so to go before we start see major earnings reports hit, so it is going to be extremely important to see how psychology and the charts develop in the meanwhile. If we can consolidate and build up some worries and lowered expectations about earnings, it will bode well for a potential "buy the bad news" reaction.

    The market is at an important juncture where we need the buyers to show that they are willing to provide some support. We can afford some further pullbacks, but if they go much beyond 760 to 765 on the S&P 500, we are likely to see the bulls step aside once again.

    It is fairly quiet on the news front this morning and we are pulling back a bit more after the steep dive at the close yesterday. It is the start of a new quarter, and traders are going to move slowly until they have a better feel for conditions. There are still some recent profits to protect, so that may keep us contained, but there is mark-to-market news and a big jobs report coming soon, which will provide catalysts.
  • krt ärge jamage, kas see STP jutt vastab tõele? :)

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