LHV finantsportaal

Foorum Investeerimine

Börsipäev 26. mai

Kommentaari jätmiseks loo konto või logi sisse

  • Eesti aja järgi täna kell 15.30 teatatakse aprillikuu kestvuskaupade tellimuste muutus (ootus +1.5% ning ilma transpordivahenditeta on ootuseks +0.7%) ning kell 17.00 teatatakse aprillikuu tempo uute eluasemete müümisel (ootus ca 425 000). Mõlemad näitajad on turu jaoks olulised ning eelkõige uute eluasemete müüginumbrilt ootaks korralikku tulemust, kuna aprilli näol oli tegu viimase kuuga, mil riik uuele eluaseme ostjale täiendavat ostustiimulit jagas.

    Futuuriturg on eileõhtuse tugeva ralli järel varahommikul rahulik ning USA indeksite futuurid eilsete sulgumistasemete juures.
  • Aasia on positiivne ja dax rohelises.
  • Marc Faber Bloombergis taas eetriaega saanud - link intervjuule siin. Faber arvab, et lühemas perspektiivis on turud ülemüüdud ning negatiivne sentiment on jõudnud juba ekstreemumini, mistõttu ta ootab juunis-juulis aktsiaturgude tõusu. Pikemas perspektiivis on mees muidugi karune pea kõige suhtes.

  • Kui kedagi huvitab, kui karune täpselt, siis...

    http://biggovernment.com/amellon/2010/05/23/faber-nations-will-print-money-go-bust-go-to-war-we-are-doomed/
  • April Durable Orders +2.9% vs +1.5% consensus, prior revised to 0.0% from -1.2%
    April Durable Orders ex-trans -1.0% vs +0.7% consensus, prior revised to +4.8% from +3.5%
  • Euroopas toimus täna selgelt põrke ostmine ehk rongist ei taheta maha jääda. Pigem on aga tegemist tehniliste tasemete jälgimisega, kuna fundamentaalselt pole midagi muutunud. Olulisi makrouudiseid täna ka ei avaldatud (kui välja arvata Prantsusmaa tarbijakulutuste raport, milles kajastati, et kulutused langesid aprillis m-o-m baasil 1.2%). 

    OECD avaldas aga maailma majanduse suhtes päris positiivse prognoosi. OECD liikmesriikide SKT kasuvks prognoositakse käesoleval aastal 2.7% ja 2011. aastal 2.8%. Novembris oli prognoosideks vastavalt 1.9% ja 2.5%.

    Maailma indeksid enne USA turgude avamist:

    Euroopa turud:

    Saksamaa DAX +2.35%
    Pantsusmaa CAC 40 +3.20%
    Suurbritannia FTSE100 +2.55%
    Hispaania IBEX 35 +2.56%
    Rootsi OMX 30 +2.50%
    Venemaa MICEX +3.87%
    Poola WIG +2.92%

    Aasia turud:
    Jaapani Nikkei 225 +0.66%
    Hong Kongi Hang Seng +1.11%
    Hiina Shanghai A (kodumaine) +0.12%
    Hiina Shanghai B (välismaine) -0.44%
    Lõuna-Korea Kosdaq +2.90%
    Tai Set 50 +1.08%
    India Sensex 30 +2.28%

  • What's 'Normal'?
    By Rev Shark
    RealMoney.com Contributor
    5/26/2010 8:22 AM EDT


    The four most dangerous words in investing are, "This time it's different."
    -- Sir John Templeton

    The big intraday reversal on Tuesday set the stage for upside follow-through this morning. Overseas markets, especially in Europe, are showing good-sized gains and we should have a decent gap up to start the day. The big question we will confront over the next few days is whether we can pull off another big "V"-shaped bounce -- or is it going to be different this time?

    There hasn't been any fundamental change in the news that has caused the recent selling pressure. We just had too much negativity and were stretched a bit too much to the downside, which is giving us a pretty good snapback this morning.

    The sharpest rallies almost always come during corrections and downtrends because people are caught out of position. The bears press too hard and the bulls become too fearful and they have to scramble to add longs and cover shorts once a bounce starts. That draws in more buyers and causes more short-covering, accelerating the move to the upside.

    These sharp spikes to the upside during downtrends are usually the market's way of trapping a new bunch of overeager buyers. The bounces will be big enough and strong enough to cause many market players to embrace the idea that the bottom is in and that it's clear sailing to the upside. When the market falters, these freshly minted bulls are trapped and they scramble to escape as the downtrend builds once again.

    What makes the present market even trickier than normal is that over the past 14 months or so, we have been trained to expect very sharp and very big "V"-shaped bounces. At least a dozen times since the March 2009 lows, once we started to bounce we just kept on going through all technical resistance levels and made a new high. It isn't what most technicians would expect, but it happened consistently and after a while many people have grown to believe it is normal action.

    The present situation is a bit different because the breakdown is the most severe we have seen since the rally began last year. We pulled back a much larger percentage and left folks with much bigger losses. That creates more severe overhead resistance and makes the "V"-shaped recoveries more unlikely.

    At this point we have to give a bounce some room. We don't have any major overhead resistance until we hit 1100 on the S&P 500. That is the point where we'll find out if this market still has enough energy to pull off another straight-up recovery like we saw in February and March.

    The bulls are feeling much better this morning, and we'll see if they can build on the strength. They have a clear playing field up to 1100, but that is a good-sized move, and if they don't make it, the sellers are going jump in quickly.

    It is all about the likelihood of another "V"-shaped bounce. The bulls want to believe that is normal action and is going to happen again. The bears are thinking we are going to revert to more normal action and the upside isn't going to come as easily.
  • Kinnisvara müügiraport tugevalt üle ootuste:

    April New Home Sales 504K vs 425K consensus; M/M change +14.8%

    Samas tuleks jälgida ka seda, mida Joel tänase börsipäeva foorumi alguses ütles. Maksusoodustustega tehti aprillis lõpparve, mistõttu võib pidada numbrit "kunstlikult" kõrgeks.
  • Teie "kotkas" American Eagle Outfitters (AEO) on täna -15% madalamal, võrreldes eilse sulgemishinnaga, milles probleem?
  • http://finance.yahoo.com/q?s=aeo, a kelle kotkas ? ja mis on probleem ? :)
  • Vaata ülesse, LHV on teinud ilusa, põhjaliku ülevaate:)
  • Aga milles probleem on ei saagi õieti aru, miks selline liikumine, targemad võiks selgitada.
  • Kas mitte see uudis, http://www.reuters.com/article/idCNN2513165120100526?rpc=44
  • In line, oodati enamat ja ongi kõik?
  • See ju tavaline, et kui oodatust allpool siis kukub. Sookoll ka esines lahjalt ja DWA -15% esmasp.
  • Kui eile oli karulõks ,kas siis täna on pullilõks?
  • Pullile saadi lasso sarvede ümber :(
  • Kirjutasin AEO majandustulemustest pikemalt ettevõttest avaldatud artikli all.

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