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Börsipäev 12. veebruar

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  • Baltic Morning News


    Market bounced. Following a 5.7% fall at Tallinn Stock Exchange on Thursday, the market recovered on Friday. The index OMXT closed up 1.0%, with more shares ending in green than in red. Eesti Ehitus was the biggest gainer with shares closing up 6.3%. They were followed by Olympic Casino (+4.5%) and Tallinna Kaubamaja (3.4%). A dead cat bounce? We think it is too early to get to the conclusions.

    Latvia’s GDP growth at 11.9%. According to a preliminary CSB estimate, Latvia's economy continued to surge last year, with GDP growth peaking at 11.9% in Q4/06 yoy. But economists, including at the country's central bank, have warned of possible overheating. Many say that strong consumer demand endangers the country's ability to produce enough, which threatens a widening current account deficit. High inflation is also of concern (ca 7.1% in Jan). Estonia’s preliminary Q4 GDP is due tomorrow. 

    Olainfarm’s business going well. “We have at present more orders that we can fulfill,” Olainfarm’s president Valerijs Maligins said in an exclusive interview, BBN reports. “The year has been very good, better than we had expected. In 2002 the generic products of Olainfarm accounted to only 30 pct of the overall production volume. Today generic products account for 69 pct of output and for next year should reach 72 pct,” Maligins added. Olainfarm’s shares were moved to the main list in Dec and are up 40% since.

    Tallink's (Neutral) board member sells shares. Keijo Mehtonen, member of the board of Tallink, sold 1m Tallink shares on Feb 1. According to the Financial Supervision Authority, Mehtonen got EUR 1.55 per share, while Tallink closed at EUR 1.52 on Friday. The share is up 45% in two months.

    LASCO's new tanker launched. Latvian Shipping Company (LASCO) said that a festive launching and naming ceremony of m/v Ugale took place in Croatia. This is the fifth of ten tanker newbuilds ordered by LASCO. Immediately upon the launching, the keel was laid for the sixth LASCO newbuilding m/v Usma.

    Finnish construction workers in Estonia. For some time now, Estonian construction workers have left for Finland for higher wages. However, the situation seems to be turning. Daily Eesti Paevaleht writes that an Estonian company now brings Finnish workers to Estonia, since the wage level there is lower than Estonia’s. Finnish construction workers are involved in Tornimae twin-tower project for example.

  • kas mehtonen mitte 1 miljonit aktsiat ei müünud? 1 aktsia nagu liiga vähe...
  • CIBC upgrades Walt Disney (DIS 34.38) to Sector Perform from Underperform and raises their tgt to $40 from $35 following better F1Q results and the firm's reassessment of Long Term fundamentals following the co's analyst day

    Oppenheimer upgrades Adobe Systems (ADBE 37.68) to Buy from Neutral and sets a $43 tgt, based on valuation and anticipate strong CS3 sales post release in Q2

    Keefe Bruyette upgrades MasterCard (MA 103.60) to Market Perform from Underperform

    A.G Edwards downgrades Forward Air (FWRD 31.65) to Hold from Buy given the short- to intermediate-term risks they believe are facing the co.
  • Tulemuste hooaeg lõppemas, mis omakorda toob kaasa väiksema infohulga jooksmise turule. See võib muuta indeksitel praegustel tasemetel püsimise keerulisemaks, eriti kui Fed peaks mõne negatiivse kommentaariga välja tulema.

    As Earnings End, Where the Mo May Go

    By Rev Shark
    RealMoney.com Contributor
    2/12/2007 8:51 AM EST
    Click here for more stories by Rev Shark

    "Life has meaning only in the struggle. Triumph or defeat is in the hands of the Gods. So let us celebrate the struggle."

    -- Swami Sivananda

    The market advance is facing more headwinds: earnings season is winding down, positive seasonality is slowing, news catalysts are evaporating, and the rally from last summer is aging. Although all the major indices are still within a stone's throw of recent highs, the upside has been limited -- particularly in the Nasdaq, which has not done anything for a couple months now.

    The dilemma of the market is that in the bigger scheme of things, the indices are still holding up very well. Although the bears have made some successful forays like we saw on Friday, they have not be able to really pressure the market. The most notable weakness has been the steady selling in big caps like MSFT, GOOG and AAPL following their strong earnings reports.

    The fact that these leaders have been unable to attract attention although they have had good news indicates a change in mood. So far that mood change has been mostly contained and has not hurt the momentum favorites or small-caps.

    The poor action on Friday in Momo-land and in the small-caps might just be another temporary victory for the bears but it was enough to warrant our attention and a little extra caution. Time and again the bulls have sprung back to life just as it looked like the bears were ready to push the market over the edge. Anticipating that the market is about to roll over has been a very difficult game but given some of the recent action it is hard to dismiss the possibility that the bears are finally due for success.

    One consideration to keep in mind right now is that with earnings season over there are not a lot of market catalysts, so comments from the Fed and economic reports can cause some rather dramatic changes in mood. The market had very positive news flow for a while and that has resulted in a lot of buying and created a certain level of complacency. It is tough for the positive mood to continue unabated. That doesn't mean the market falls apart but it may make for much more choppier and uncertain trading like we saw on Friday.

    We have a slightly weak start this Monday morning. Oil is down due to comments from the Saudis, and overseas markets are mostly weak. There are a couple of mergers and takeovers on the wires but they aren't having much overall impact. Apple has an upgrade but overall are fairly quiet.
    Ülespoole avanevad:

    ONXX +63% (positive clinical data for Nexavar), ADZA +53% (to be acquired by CYTC), DMGI +45% (announces YouTube deal), WITS +21% (to be acquired by Verint), BW +19% (reports Q4, guides above consensus), HYDL +15% (to be acquired by TS), NVL +14% (to be acquired by Hindalco), LCAV +17% (reports Q4), STEC +11% (co to sell its Consumer Division to Fabrik), LMS +10% (to explore strategic alternatives), EXEL +7% (extends recent momentum), ARIA +6.9% (grants license, JP Morgan upgrade), OVTI +9% (makes product announcements), LNDC +5.2% (Cramer bullish on Mad Money), HANS +5% (announces deal with Pepsi Canada), ALGN +4.8% (Piper upgrade), IDTI +4.2% (Capital Research announces 0.7% stake), MXRE +4.1% (CFO to retire), FNSR +3.9% (Cramer bullish on Mad Money), CPSL +5.6% (extends recent momentum), LUV +3.3% (Bear Stearns upgrade), IFX +2.6% (buyout predators still on IFX's heels - FT), RMBS +2.5% (unveils two new platforms), HD +2.4% (co says it may sell its supply business), AAPL +1.5% (Citigroup upgrade)... Under $3: ZANE +9.2%, CTIC +5% (to spin off unit).

    Allapoole avanevad:

    CBAK -17% (reports DecQ, Roth downgrade), CHDX -6.8% (reports DecQ), CTRP -6.8% (reports Q4), JACO -4.4% (profit taking after huge move last week), BMY -3.9% (London Times reports that merger talks with Sanofi-Aventis have ended), NEW -3.6% (extends last week's sell-off), NFI -2.8% (same).

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