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Börsipäev 2. veebruar

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  • Varastel hommikutundidel on USA tähtsamate indeksite futuurid eilsete sulgumistasemete juures. Makro poole pealt ootame täna detsembrikuu pending home sales muutust, mille ootuseks on +1.1%. Mida suurem näitaja, seda parem aktsiaturu seisukohast vaadatuna.

    Tulemuste tabel on samuti ära uuendatud ning vaadata saab seda siit. 

  • Kõikidele tehnikutele aga head küünlapäeva!

  • Börsipäev algab oluliste ideoloogiliste sõnumitega:

    Viktor Trasberg asus nõustama Keskerakonna fraktsiooni

    Kindlasti väga rõõmustav uudis Kristjani jaoks Kave'st!
  • :-)

    Iga asi oma kohal. Eks ütle ju rahvatarkuski, et pärast Õmblust tulgu või Trasberg vms!
  • halli kardinalina tegutseb Kalev Jaik?
  • ma ei oleks Trasbergi suhtes kindlasti mitte nii kriitiline. Kui me omal ajal TÜ maj. teaduskonnas olime, siis oli seal parajasti kogu see "noorte ja vihaste" kamp (Arrak, Viiol, Trasberg, Eamets) õppejõududeks saanud/saamas. Neist Viiol on juba vangiski ära käinud, nii et vähemalt selles mõttes ei saa öelda, et Trasberg neist kõige hullem oleks olnud :-)
  • jah, ja kõige põnevam oli jälgida Trasbergi ja Eametsa kardinaalseid makrovaadete erinevusi. Millest üks rääkis ühes loengus, järgmine keeras selle järgmises loengus pea peale. EI teagi, kas saingi nüüd sealt Taru Ülikoolist "tegelikkusele" vastava hariduse või oli see vaid meeste erinevate vaadete eripära.
  • Bloombergi andmetel ootasid kõik küsitletud 20 ökonomisti Austraalia keskpangalt intressimäära tõusu, kuid keskpank otsustas turgu üllatada & jättis intressimäära 3.75% juurde. Aktsiaturgudele on madalamad intressimäärad positiivsed ja Austraalia börs tegi täna korraliku ralli (USA börsil kajastab Austraalia aktsiate liikumist börsil kaubeldav fond iShares MSCI Australia sümboliga EWA). Valuutaturul on aga Austraalia dollar võimsalt odavnenud.
  • Cynic, miks ainult tehnikainimestele?
    Miks näiteks hemorroidide käes vaevlevatel inimestel ei võiks vahelduseks ka üks HEA küünlapäev olla???
  • Apple'ilt veel üks tablet?

    Apple has another tablet in the works - Tech Crunch (194.73)Tech Crunch reports Apple is pretty far along on work on second tablet device. A bigger one. And this one may be much more like a Mac than an iPhone... Apple is thinking much larger for another version of the product, maybe all the way up to the 15.4? size that it currently uses for one version of the MacBook Pro. If you think that would be way too big for an iPad, this other tablet would be quite a bit different from the one revealed last week. Namely, it could run a version of OS X much closer to the traditional version that runs on Macs. If there is any truth to that, we could learn something as soon as Apple's WWDC event this year, which will likely take place in June
  • Boston Scientific: $1.725 bln JNJ patent payment wipes out cash balance plus two qtrs of cash flows; eradicates near-term strategic options; likely to force more cutbacks - Wedbush
    Uudis oli küll eile väljas, kuid Wedbush-i neg. seisukoht peaks aktsiat survestama, eelturul +1.54% tõusus $8.55 tasemel.
    While a case can be made that the JNJ litigation settlements have removed an element of future financial risk for BSX, firm does not see it as a reason to buy the stock. It thinks several near-term events could further erode BSX's value.
  • China property market ‘bubble’ set to burst, Xie says - Bloomberg.com
  • USA turud alustavad päeva kerges plussis, nafta üle protsendi plussis ja kauplemas üle $75 barrelist.

    Euroopa turud:

    Saksamaa DAX +0.54%
    Prantsusmaa CAC 40 +0.69%
    Inglismaa FTSE 100 +0.24%
    Hispaania IBEX 35 +0.76% 
    Rootsi OMX 30 -0.06%
    Venemaa MICEX +0.70%
    Poola WIG +0.39%

    Aasia turud:
    Jaapani Nikkei 225 +1.63%
    Hongkongi Hang Seng +0.14%
    Hiina Shanghai A (kodumaine) -0.23%
    Hiina Shanghai B (välismaine) -0.22%
    Lõuna-Korea Kosdaq +0.54%
    Tai Set 50 -0.82%
    India Sensex 30 -1.18%

  • Don't Get Too Excited, Bulls
    By Rev Shark
    RealMoney.com Contributor
    2/1/2010 4:20 PM EST

    We have been struggling for almost two weeks, and we were overdue for a bounce. We finally had one today and even managed a strong finish, but it wasn't as dynamic as many of the recoveries we have seen in the past six months. Recall, however, how last year's market always saw some follow-through after we had a positive day -- we'd just keep going, even though the bounce didn't seem particularly impressive at first.

    The fact that we have struggled for a week before we finally managed this bounce today makes me think that this time it may not be so easy for the bulls. Also, the fact that we have no leadership and that there has been much more technical damage this time makes me less inclined to expect an easy recovery. We have to be careful about rushing to proclaim this a failed bounce, but that is my working hypothesis at this point.

    The bounce today was primarily led by weak dollar plays -- namely, oil, steel and gold -- but they have been slaughtered recently, and the action today doesn't do much to repair the charts. That is the case with many stocks recently. Most of the stocks that led this market last year have corrected far more than the major indices, and a one-day bounce does little to turn the picture positive.

    We are at a very interesting juncture here. If the bulls are still in charge like they were most of last year, then they are going to keep things running. If, however, this is just a routine oversold bounce within an emerging downtrend, then we are going to sputter out pretty quickly and the mood is going to get ugly again fast.

    It was a good day for the bulls, but it is minor in comparison to the damage that has been done lately and does little to shift the big picture back to positive.

    Have a good evening. I'll see you tomorrow.
    -----------------------------
    Ülespoole avanevad:

    In reaction to strong earnings/guidance: ARRY +12.1%, LXK +9.0%, DHI +8.3%, RTEC +7.8% (also Piper Jaffray upgraded to Overweight from Neutral), COCO +7.4%, CCK +5.3%, ANN +5.3%, ARMH +4.9%, STE +4.7% (light volume), HOLX +3.6% (also upgraded to Hold at Soleil), WHR +2.7% (light volume), RCII +2.4%, EXTR +2.4% (light volume), OCLR +1.7%, UPS +1.2%... M&A news: CITP +32.3% (Manpower to acquire COMSYS for $17.65 per share)... Select European financial names showing strength: RBS +3.6%, CS +3.3%, ING +3.1%, BCS +2.8%, DB +2.4%, UBS +2.2%, LYG +1.8%... Select metals/mining names showing strength: NG +4.3%, AU +2.6% (Anglogold, Randgold Congo venture could be expanded - DJ), HMY +2.5%, RTP +2.5%, SLW +2.1%, MT +2.0%, GFI +1.8%, IAG +1.8%, VALE +1.3%, BHP +1.2%, BBL +1.0%, GG +1.0%... Other news: BKS +18.3% (Ronald Burkle's Yucaipa Companies discloses 18.7% stake in filing, seeks to hold up to 37%), CGEN +12.4% (discovers novel protein for treatment of autoimmune diseases), FMCN +4.4% (announces $200 mln share repurchase program), TI +3.5% (shares up in Europe after report on Telefonica merger - Reuters.com), LFL +3.2% (still checking), LOCM +2.0% (restates Q1 and Q2 earnings in 10-Q's), NOK +1.6% (still checking), EQT +1.3% (Cramer makes positive comments on MadMoney), ACHN +1.2% (announces license agreement for Elvucitabine development in China), AKS +1.2% (announces a $325 per ton surcharge for electrical steel products shipped in March 2010)... Analyst comments: Q +4.3% (upgraded to Overweight at Piper), PCU +2.7% (upgraded to Buy at Citigroup), AA +2.5% (upgraded to Buy at Citigroup), AKAM +2.5% (upgraded to Neutral at Merriman), FCX +2.3% (upgraded to Buy at Citigroup), AXP +1.7% (upgraded to Buy at BofA/Merrill), MOT +1.6% (upgraded to Hold at SocGen), V +1.4% (initiated with an Outperform at Bernstein).

    Allapoole avanevad:

    In reaction to disappointing earnings/guidance: STSA -32.0%, FBP -13.1%, SIMO -8.8%, ICUI -7.6%, PTRY -6.6% (light volume), BP -5.3%, ADVS -4.0%, PRGO -3.8%, DST -3.4%, DOW -3.1%, MPEL -2.7%, VCLK -2.2% (also downgraded to Hold at Collins Stewart; announced the divestiture of the Web Clients promotional lead generation business)... Other news: XOMA -29.7% (announces $21 million underwritten offering of common shares and warrants), PLX -8.2% (announces NDA submission update for taliglucerase alfa for treatment of Gaucher disease), CDR -7.0% (commences 7.5 mln share common stock offering), TUES -6.8% (still checking), OKS -3.7% (announces public offering of 5 mln common units), LEAP -3.5% (pulling back from yesterday's surge following WSJ story; Deutsche thinks PCS takeout scenario offers small premium), SXL -3.5% (announced a 2.2 mln share common unit offering), BJRI -2.5% (files ~3.8 mln share common stock offering by selling shareholders), SNCR -1.5% (filed for a $150 mln mixed shelf offering), TOT -1.3% (down in sympathy with BP)... Analyst comments: AMD -3.5% (added to Conviction Sell List at Goldman), JEC -2.5% (downgraded to Sell at Goldman), DRE -1.2% (downgraded to Sell from Hold at Stifel Nicolaus), SYT -1.1% (downgraded to Neutral from Outperform at Exane BNP Paribas).
  • Tulemuste tabel hommikuste numbritega uuendatud - link siin. 

  • Roth Capital jätkab Imax Systemsi (IMAX) promomist ning on täna enda poolt aktsiale antava hinnasihi tõstnud $21 peale.
  • Detsembrikuu pending home sales mom +1.0% vs oodatud +1.0%. Ehk vastavalt ootustele.
  • Dyax (DYAX) : Kalbitor launced; stocks remains significantly undervalued - Wedbush
    Wedbush notes that DYAX announced today that Kalbitor has been launched for the treatment of hereditary angioedema. As a result, the firm believes that DYAX continues to be undervalued, given that the company now as a commercially available product. The firm notes that using a 30% annual discount from net peak annual sales of DX-88 in HAE and a 6x multiple, the firm derives a fair value estimate for DYAX of $9, which includes cash per share of $0.87. In the firm's opinion, DYAX remains appropriate for small cap healthcare investors.

    Wedbush-i kommide peale käive natukene tõusnud ja aktsia trügib kergelt ülespoole.
  • DYAX ei saa kuidagi hoogu üles, kerge spike käibes ja nüüd tiksub vaikselt $3.52 tasemel.
  • Talbots (TLB): Hearing downgraded at Lazard
    ING Group (ING): Moody's confirms ING Bank's Aa3 rating with a stable outlook
  • Moody's says unless further measures taken to trim budget deficit, US government's AAA rating may come under pressure - Reuters
    Turule ei paista esialgu USA võimalik reitingulangetamine korda minevat, kuigi see juba nagu avalik saladus, et asi hapu.
  • Nafta ca 4%line tõus on see, mis tänast turu ülessepoole rühkimist toetanud on.
  • Obama says "we may be able to separate" Cap-And-Trade into stand-alone legislation - WSJ
  • Paistab, et turg on üsna kindel, et nn. Volckeri plaan läbi ei lähe. Rahanduskomitee liikmed ka üsna kõrgid. Kuid paistab, et Obama surub midagi siiski läbi (st mingid piirangud siiski peale lükatakse).

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