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Börsipäev 1. märts

Kommentaari jätmiseks loo konto või logi sisse

  • Euroopas on pilt üpriski kole. CAC 40 indeksi intraday reversal näiteks selline:

  • Just siis, kui meil börsipäev lõppes, kukkus graafik alla. Oleks ta seda varem teind, oleksid balti börsid tunduvamalt madalamatel tasemetel lõpetand.
  • selle hiiglama pildi võiks küll .jpg'ks teha
  • Kui nii on mugavam, siis loomulikult saab.
  • Homme on arvatavasti balti turud jälle kõik korralikus miinuses.
  • ära muretse, tech paneb varsti homsed hinnamuutused tabelina börsikrahhi foorumisse üles:)!
  • Changing Market, Different Game Plan

    By Rev Shark
    RealMoney.com Contributor
    3/1/2007 8:25 AM EST
    Click here for more stories by Rev Shark

    Once you are labeled "the best," you want to stay up there, and you can't do it by loafing around. If I don't keep changing, I'm history.
    -- Larry Bird

    Although the market showed some signs of stabilizing Wednesday, it would be foolish to dismiss the huge meltdown on Tuesday as irrelevant. The one great certainty of the stock market is that things change, and events like Tuesday are what causes the change. There is still the possibility the market will quickly find support and work its way back up, but that doesn't mean we don't change the way we view things.

    At the very minimum, we should have cut some long exposure and increased our caution levels. We don't have to be growling grizzly bears, but we have suffered a break of key support levels and that needs to be respected.

    Yesterday I saw numerous comments posted about how well the market has recovered from similar drops in the past. In the last 20 years or so, such action made for good buying opportunities, and the losses were largely recouped 30 days later. The data are limited, and distorted by the 1987 crash and rebound, but many bulls are taking solace in this statistic and looking for the market to shrug this off and regain its footing.

    I would not be so quick to embrace this as a precedent. There simply is not enough data for it to be compelling, especially when you consider the different set of circumstances that exist. For example, the 1987 crash occurred after the market had already taken a substantial hit. The conditions there were much more ripe for a "wash out" than they are currently. In addition, the magnitude of the loss in 1987 was several multiples of what we saw on Tuesday.

    Many other things about the current situation is different than when we had seen big one-day dips in the past. Most notable is the frenzy in foreign markets such as China, which has doubled in a short period of time. Even the nature of trading with the increased interest in ETFs, the demise of specialists and the emergence of hedge funds is very different than it was just a few years ago. Anticipating that market behavior will be similar to what it was previously when so many things are different is something that would make a statistician cringe.

    Asian markets, after a one-day bounce, weakened again overnight, and that is causing pressure this morning. We are weakening quite quickly as hopeful bounce players see things fizzle. There isn't much news out there and investors are obviously quite skittish. If we take out the lows from Tuesday, it is going to cause another round of panic.

    Ülespoole avanevad:

    Gapping up on strong earnings/guidance: SMSI +2.8%, THE +2.1%... M&A: STTS +22.7% (Temasek makes offer to acquire STTS), HYSL +20.8% (ORCL to acquire HYSL for $52.00/share)... Other news: EPCT +24.1% (held conference call this morning to discuss progress with its oncology programs... no details), DNDN +5.6% (FDA to review Provenge for treatment of asymptomatic, metastatic, androgen-independent prostate cancer), ONSM +5.3% (selected by DELL for StudioDell online service), NCC +3.3% (announces 40 mln shares tendered at/below $38.75), ADLR +2.5% (upgraded to Buy at First Albany), MOT +2.1% (confirms receipt of Hart-Scott-Rodino notice frrom Carl Icahn).

    Allapoole avanevad:

    Gapping down...ASML is trading at ~23.50 in pre mkt, set to open near its mid Nov gap of 23.65...RSTI is trading at ~56.40 in pre mkt, set to open near its late Sep-Dec range low of 56.52...TTWO is trading at ~15.75 in pre mkt, set to open below its Oct highs & Jan lows near ~16.00...CHKP is trading at ~21.00 in pre mkt, set to open near its mid Nov low of 20.95...JOYG is trading at ~42.80 in pre mkt, set to open near its early Dec low of 42.66...IVAC is trading at ~26.10 in pre mkt, set to open near its Jan high of 26.17...LM is trading at ~98.50 in pre mkt, set to open near its Nov-Dec range highs of ~98.50...BOBJ is trading at ~33.50 in pre mkt, set to open near its late Oct low of 33.45...Note that this is not a comprehensive list of all stocks that are opening at key technical levels.
  • Maagaasi varud vähenesid sedapuhku oodatust pisut vähem, -132 bcf-i võrra. Konsensusootus oli -142 bcfi.

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