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  • Baltic Morning News


    Tallinn stock exchange in front row. According to Aripaev, Tallinn Stock Exchange's index OMXT posted the second fastest growth in January (up 16.4%) among the 83 stock market indices monitored by Bloomberg. Tallinn lost only to Vietnam and was followed by Belgrade, Zagreb, Ukraine and Iceland.

    Baltika (Neutral) reports solid January. The Estonian leading clothing retailer Baltika posted January retail sales of EUR 4.97m, up 59.5% yoy. Wholesale revenues amounted to EUR 0.76m, up 17.8% yoy. The total sales increased 51.7% to EUR 5.80m. The highest growing market in January was Russia (+212% yoy), followed by Ukraine (+88%) and Latvia (+64%). In Estonia and Lithuania, retail sales expanded by 37% yoy. During the month, the company opened one store in Moscow, and the total number of stores reached 112. In H1 2007, the company plans to open 12-16 new stores.

    Latvijas Gaze reports 2006. The Latvian gas company posted 2006 preliminary sales of LVL 182m (up 36% yoy. However, a lot more important than historical sales is the tariff increase for this year. Gaze signed a new contract with supplier Gazprom (price increase of 50%) on Jan 1 and after that submitted a proposed tariff increase by 38.4% - 39.7% to Public Utilities Commission (PUC) in mid Jan. Until 17th Feb the PUC will meet with Gaze and talk over the economic grounds for the tariff hike. The final ruling will come by 15th March and the higher tariffs could be in place already by 1st May 2007. It has also been speculated that Gazprom will probably hike prices again in 2008 by some 30%.

    Klaipedos Nafta in-line. Revenue of the Lithuanian seaport operator Klaipedos Nafta amounted to LTL 73.3m in 2006, down 13.8% from year earlier. The company transshipped 5.5m tons of petroleum products in 2006, down from 5.84m in 2005 and 6.53m in 2004. Pre-tax profit amounted to LTL 14.9m. In Jan/07, the company transshipped 529.9 thousand tons of petroleum products, which is quite significantly up from the monthly volumes in H2/06 (an average 370 thousand tons per month in H2/06).

    Stockmann targets Lithuania. BBN writes that the Finnish retailer Stockmann plans to open a shopping centre in Lithuania. Hannu Penttila, CEO of Stockmann Group, said that Lithuania was one of their priority markets on the company's development map. However, he also admitted that entering Lithuanian market would be a real challenge. The biggest problem is to find attractive shopping space in city centres. It is worth of following Stockmann´s entry to Lithuania as it would give a good indication how difficult it actually is to enter the market. Recently several other large European retail chains have announced their ambitious plans to invade the Baltics.

    Lithuania's car sales remains high. According to preliminary figures of Auto Tyrimai, 1,773 new cars were registered in Lithuania in January, BBN reported. Compared to a year ago, new car registration went up by 51%, i.e. consuming boom continues.

  • kas võib arvata, et kuu alguses toimuv tõus on tingitud laekuvate palkadega....
  • Goldman Sachs upgrades BP (BP 63.65) to Buy from Neutral

    UBS downgrades Lexmark (LXK 63.95) to Reduce from Neutral

    Deutsche Bank downgrades Chevron (CVX 74.04) to Sell from Hold and lowers their tgt to $65 from $67, following Q406 results that were in line with expectations with the co offering a reduced production outlook.

    Prudential upgrades Barnes & Noble (BKS 40.43) to Overweight from Neutral and raises their tgt to $46 from $36, as they believe the upcoming release of the final Harry Potter book could be a catalyst to improve lackluster bookstore sales

    Credit Suisse upgrades Dell (DELL 23.52) to Outperform from Neutral and raises their tgt to $28 from $25 based on their expectation that Dell will: 1) augment its existing technology with targeted acquisitions, 2) reduce its cost structure, and 3) potentially tweak its distribution philosophy for certain products and geographies

    Jefferies downgrades Micron Tech (MU 13.16) to Hold from Buy and cuts their tgt to $15 from $21 saying they believe that the DRAM and NAND prices will continue to be weak in 1H07 due to seasonality and excess capacity

  • Bulls Keep Showing Their Mettle

    By Rev Shark
    RealMoney.com Contributor
    2/5/2007 8:39 AM EST
    Click here for more stories by Rev Shark

    We kick off the week with a strong but technically extended market. The bulls certainly have the momentum but there aren't a lot of great low-risk entry points. The bulls may just keep on running and not look back but that doesn't make for easy trading if you are looking for low-risk plays. To buy at this juncture you have to believe this extended market is not going to rest, and that takes some real faith.

    What is particularly interesting this week is that there are no major news on the agenda. We have Cisco earnings on Tuesday but not much else of interest. If the buyers are really confident that this market is going to go higher, that shouldn't matter. In fact, they should be providing some support underneath if they really believe.

    It certainly feels to me this market is due for a pullback but I am fighting my inclination to be overly anticipatory about it. Time and again the bulls have shown as they are ready, willing and able to buy dips and even when the bears look like they may finally see some downside we come roaring back.

    With crude oil regaining its strength, earnings season winding down and positive seasonality coming to an end, there are lots of good arguments for some downside. The key now is to not be too anticipatory and make sure the bears prove they finally have an edge.
    Ülespoole avanevad:

    NVTL +12.0%, HERO +8.0%, RDCM +5.7%, CTSH +3.7%... Other News: IFIN +28.9% (to be acquired by STT), HLF +19.3% (receives acquisition proposal), TRI +14.7% (C.C.M.P. Capital and G.S. Capital Partners to acquire TRI for $50.25/share; TRI says may solicit proposals from third parties during the next 40 days; TRI also issued guidance), MLS +12.9% (SPG and Fallon Capital Mgmt confirm proposition to acquire MLS for $24/share), CLWT +10.8% (announces $700k contract), ANAD +10.6% (Barron's article), LEA +8.0% (receives bid from Icahn affiliate for $36/share), HC +7.0% (to merge with UCO; also HC guides Q4 revs above consensus), NVAX +5.9% (UK battles Europe's largest birdflu outbreak - FT), LMRA +5.0%, RMBS +3.6% (to host conf call today to discuss FTC remedy), ZICA +4.2%, NYNY +4.9% (headlines that Gov Eliot Spitzer is close to approving the $600 mln St. Regis Mohawk casino), SIFY +4.9%, BEAV +3.6% (peer LEA gets buyout offer from Icahn affiliate).

    Allapoole avanevad:

    RCL -2.8% (peer CCL trading -1.2% in sympathy)... Other News: STT -5.6% (to acquire IFIN), NUVO -2.0% (cautious comments from BofA), ALV -1.7% (downgraded to Sell from Hold at Citigroup)... A number of Chinese stocks are weak pre-mkt (on low volume) as the Chinese stock mkt extended its week-long slump: TOMO -3.5%, CHU -1.9%, LFC -0.4%.
  • Turuinfo QID kohta on seisatud?
    Kes teab lähemalt?
  • AMEXi börsil probleemid.

    Kui QID oleks "halted", siis oleks küll kummaline :)
  • ....kas nii algab börsikrahh :-)))
  • dol, ära tee paanikat - krt küll, ela oma närvilisust kuskil mujal välja:)
  • krahh hakkab vaikselt juba nagu naljaks kätte minema :-)
  • aivo33
    ....rahu ainult rahu..ka krahhi puhul saab teenida ja korralikult.
    Mulle kohe meeldivad suuremad liikumised, selline tammumine mulle ei istu.
    Kui siis juba täiega.
    ....muidugi olen tänu sellele ka kaotanud aga põnev on ikkagi.....:-))

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