Börsipäev 23. detsember
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Kui kolmanda kvartali SKT revideerimine välja jätta, siis eilne makro suutis teisel pool Atlandit üllatada taas positiivselt....iseküsimus kas see viitab tugevale eelseisvale majanduskasvule või nö muddle through perioodile. Üks saab siiski iga päevaga järjest tugevamalt kummutatud, et hetkel vähemalt majanduslanguse ohtu silmapiiril ei paista ja võib-olla tulebki ECRI-l ning mitmetel teistel sõnu sööma hakata.
Kauplemine börsidel on jätkumas igatahes positiivsete meeleolude vallas, ehkki paljudel on praeguseks juba targematki teha kui arvuti taga istuda. Käive küll kannatab sellevõrra, ent siin võib avaneda pullidel võimalus oma jõulurallit pikendada.
Makro poolel saab täna üht koma teist olulist siiski kuulda, kui kell 15.30 avalikustatakse USA novembri kestvuskaupade tellimused, novembri isiklikud sissetulekud ja tarbimine ning inflatsiooninäit. Kell 17.00 aga raporteeritakse novembrikuu uute majade müük. -
Business Insider on kokku võtnud Wall Streeti turustrateegide prognoosid 2012. aastaks ja tulemuseks järgnev:
2012. aastal S&P500 keskmine hinnasiht on 1367 ja prognoose on tehtud 1238-1500 vahemikus. Enamus ootab ka tagasihoidlikku SKT kasvu USA-s ning Fedi poolt jätku kvantitatiivsele lõdvendamisele.
They see the S&P 500 ending 2012 flat to up as much as 20% from yesterday's close of 1,254. Earnings are expected to be flat to up around 10%. Most see modest GDP growth in the U.S., and many expect more quantitative easing from the Fed. -
SFLY - eile +9% liikumist, täna tõmbab poole kvartali pealt numbreid alla. Neljas on üldse ainuke kvartal, kus kasumit teeb suuresti. Samas konkurentide alede peale sai tappa, tema enda suured aled on teada (kõige kuumemal ajal aled?)... Aledest hoolimata käive, lisaks muidugi kasumile alla.
Ärimudel ei tohiks väga ellu jääda, samas analüütikud armastavad aktsiat seamoodi. MS, Barc näit.
Piparkoogihooaeg, targemat ei oska teha :) -
Reutersi kohaselt ei pruugi S&P Prantsusmaa reitingu langetamisega jõulukinki teha, vaid 15 eurotsooni liikme reiting võetakse vaatluse alla uuesti jaanuaris.
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November Personal Spending +0.1% vs +0.3% Briefing.com consensus
November Durable Goods Orders ex-trans +0.3% vs +0.3% Briefing.com consensus; Prior revised to +1.5% from
November Durable Orders +3.8% vs +2.0% Briefing.com consensus; Prior revised to 0.0% from -0.5%
November PCE Prices- Core M/M +0.1% vs +0.1% Briefing.com consensus
November Personal Income +0.1% vs +0.2% Briefing.com consensus -
Gapping up
M&A news: SPWR +29.6% (agreement to acquire Tenesol SA from TOT for $165.4 mln).
Select financial related names showing strength: MS +1.7%, ING +1.6%, C +1.5%, BAC +1.3%.
Select oil/gas related names showing strength: MPET +5.3%, TOT +2.5%, VE +1.5%, RIG +1.2%, BP +1%.
Other news: EK +23.8% (announces sale of its Eastman Gelatine Corporation business to Rousselot), RMBS +13.9% (Rambus and Broadcom sign patent license agreement), AEA +5.7% (still checking), AMR +3.5% (cleared by bankruptcy judge to buy 32 Boeing planes), SD +2.9% (announces $1 bln mississippian joint venture), SPIL +1.7% (still checking), NGG +1.2% (Favorable EPA rule reducing polltion from power plants) -
SunPower announces Agreement to Acquire Tenesol SA from TOT for $165.4 mln in cash; Total has agreed to purchase 18.6 million shares of SunPower common stock in a private placement at $8.80 per share, a 50 percent premium to SunPower's December 22, 2011 closing price
Co announced that it has signed a definitive agreement to acquire Tenesol SA, a global solar provider headquartered in La Tour de Salvagny, France. Tenesol, a wholly-owned subsidiary of TOT, has operations in 18 countries and solar panel manufacturing facilities in France and South Africa. Under the terms of the agreement, SPWR will acquire Tenesol from TOT for $165.4 mln in cash. Concurrently with the closing of the acquisition, TOT has agreed to purchase 18.6 mln shares of SunPower common stock in a private placement at $8.80 per share, a 50 percent premium to SunPower's December 22, 2011 closing price. The transaction has been approved by an independent committee of SunPower's board of directors and is expected to close early in 2012 following the satisfaction of customary closing conditions. SPWR expects the acquisition will positively affect its financial position in 2012. After the sale of Tenesol, Total will own ~66% of SunPower's common share. -
Gapping down
There is limited pre-market activity this morning. The combination of light news flow, thin trade and higher futures has resulted in very few stocks gapping down.
Analyst comments: RAM -8% (pulling back slightly on the heels of yesterday's +83% gain; stock was downgraded to Mkt Perform at Rodman & Renshaw this morning on valuation)
Other news: AKAM -2.6% (pull back from yesterday's advance) -
SunPowerist on nii palju juttu olnud, et First Solarist hakkab ta vaikselt mööduma oma odavama, kuid suurema energiatootlusega tehnikaga. Paljud usuvad seda stocki energia sektoris 2012. aastal ilma tegevat. Kuigi eks numbrid paberil ole langenud peamiselt euroala probleemide tõttu, mis on tinginud projektide rahastamiste lõppemisega ja kokkukuivamisega.
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To:ymeramees
SFLY -7% pealt +7% juba, mis toimub? -
SFLY - 3 punkti eelturust squeeze. Eelturul hakkas tunduma, et jäme ots on bidi käes, õnneks jäi sinna auku ronimata. See peaks küll nüüdseks puhas squeeze olema, aga pagan seda teab, kuhu välja jõuab omadega...
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AMR on ikka imeloom:
http://www.reuters.com/article/2011/12/22/us-amr-planes-idUSTRE7BL1WL20111222 -
November New Home Sales 315K vs 313K Briefing.com consensus; Prior revised to 310K from 307K
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Fusion-io: Chatter of a major contract win making the rounds
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Build-A-Bear Workshop: Headlines crossing that BBW has recalled Colorful Hearts Teddy Bear due to choking issues
http://www.marketwatch.com/story/build-a-bear-recalls-colorful-hearts-teddy-bears-due-to-choking-hazard-2011-12-23 -
usa turud täna ikka 23?
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Täna USA-s tavapärane kauplemine.
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Mead Johnson Nutrition: AP story indicates more retailers have pulled formula from stores, including SVU, WAG, KR and SWY
http://abcnews.go.com/US/wireStory/retailers-pull-formula-mo-infant-death-15222276
