Börsipäev 14. juuni – iPhone’i konkurentidel sõjaplaan valmis - Investeerimine - Foorum - LHV finantsportaal

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Börsipäev 14. juuni – iPhone’i konkurentidel sõjaplaan valmis

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  • SeekingAlphas kirjutatakse täna taas mobiiltelefonide tootjatest. Populaarne teema viimasel ajal. Igaljuhul on suured mobiiltelefonide tootjad Euroopas ja Aasias tegemas pingutusi, et käima panna odava ja konstantse hinnamääraga muusika teenus MusicStation, mis suudaks konkureerida Apple’i iTunes poega. Antud teenuse taga on väga palju tuntuid nimesid – Nokia, Sony Ericsson, Motorola, Samsung, 30 mobiiltelefoni operaatorit ning 4 suurimat muusikanime (Universal, Sony, EMI ja Warner).

    Kui iTunes’i puhul tuleb laule osta keskmiselt 1.5 euro eest, siis Musicstation pakub piiramatut juurdepääsu laulubaasile 2.99 euro eest nädalas. Ülimaks eesmärgiks on vähendada iPhone’i populaarsust selle turuletuleku hetkel Euroopas ja Aasias, sest MusicStation loodetakse enne käima saada.

    The MusicStation launch is timed to pre-empt the iPhone launch in Asia and Europe: "We were keen to jump through the finish line first. All European and Asian consumers will have access to MusicStation well before iPhone's arrival in those regions," said Rob Lewis, CEO of Omnifone, the company behind MusicStation. Mobile phone makers are pre-loading phones with MusicStation software; it's estimated 100 million pre-loaded phones (pictured) will ship over the next year, compared to Apple's stated goal of 10 million. Many of the phones will be mid-price-range, in contrast to iPhone's $499 price tag. Users will be charged a flat fee of €2.99/week for unlimited access to MusicStation's one-million-plus collection of songs. Singles on sites like iTunes are typically sold for about €1.50, and the industry estimates the average user buys six singles a year. According to the company's press release, the first MusicStation handsets arrived in Swedish stores today. Extensive rollouts in Europe, Asia-Pacific and Africa are imminent, but will only be announced on the day handsets arrive in retail outlets.
  • Aasia roheline(välja arvatud Hiina) ning ka Euroopa plussis.

    Saksamaa Dax +1.64%
    Prantsusmaa CAC +0.97%
    Inglismaa FTSE +0.82%
    Hispaania IBEX +1.12%

    Jaapani Nikkei 225 +0.62%
    Hong Kongi Hang Seng +1.40%
    Hiina Shanghai A (kodumaine) -1.46%
    Hiina Shanghai B (välismaine) -2.03%
    Lõuna-Korea Kosdaq +2.28%
    Thai Set +1.27%
    India Sensex +1.43%

    Äsja avaldatud USA tootjahinnaindeks näitas +0.9%list tõusu m/m vs oodatud +0.6%. Kui energia ja toit välja jätta, siis oli tõusuks +0.2% vs oodatud +0.2%.
    Initial Claims 311K vs 310K consensus
  • Shark hoiab neutraalset positsiooni, ei kiirusta panustama ei langusele ega tõusule.

    Volatility Reigns

    By Rev Shark
    RealMoney.com Contributor
    6/14/2007 8:19 AM EDT
    Click here for more stories by Rev Shark

    It is a wise person that adapts themselves to all contingencies; it's the fool who always struggles like a swimmer against the current.
    -- Unknown

    The best approach for most investors is to simply stick with the prevailing market trend. If we are going up, then you stay long; if we are going down, you get defensive. What could be simpler?

    The problem comes when the trend changes nearly every day. When the DJIA is down 198 points like it is was a week ago, then up 187 points like it was yesterday, it is impossible to ride the trend in any logical fashion.

    After the recent weakness in the market the smart move from a technical standpoint was to be more defensive. With the sudden focus on a spike up in interest rates and some damage to the charts, the prudent move was to raise some cash and be ready for the possibility of more downside. If you did that, you are likely very frustrated by the big move up in the indices yesterday.

    So now what? Do you jump back in with both feet based on the expectation that the things that caused the dip over the past week are irrelevancies? Was this recent weakness just a hiccup along the way to even higher highs? Do we ignore the constant warnings of the pessimist, throw caution to the wind and get fully invested once again?

    That is certainly one choice, but the chance of more volatility is very high. The things that caused the recent dips are still out there and may become important again very quickly. The PPI and CPI reports will have a lot of impact on that, but even if those reports are benign, the likelihood is that the path to the upside will not be as smooth as it has been. You'll need to be extra-careful with your stock picking and make sure that you are ready to take defensive action quickly should things shift back down once again.

    This is an extremely tough environment right now for anyone who is keeping an open mind and waiting for clarity as to market direction. There are good arguments on both sides of this market, and we simply have to wait and see how the action develops.
    Ülespoole avanevad:

    Gapping up on strong earnings/guidance: LPHI +3.7%... Other news: HOKU +67.8% (co and STP sign $678 mln polysilicon supply contract), KRY +28.1% (announces requirements of MinAmb have been fulfilled regarding permitting for the Las Cristinas project), GNLB +15.5% (initiated with a Buy and and $6 tgt at Oppenheimer), ACH +8.2% (upgraded to Buy at tier-1 firm), BRLC +6.4% (CIBC made positive comments), HGSI +4.6% (phase 2 study of LymphoStat-B showed significant reductions in disease activity), ARQL +4.3% (prices a 7 mln share common stock offering of $7.75/share), DPHIQ +4.2% (Reuters reports Delphi, GM near deal with UAW), CLWR +4.0% (announces distribution agreements with DIRECTV and EchoStar) ISIL +3.5% (upgraded to Buy at Banc of America), SRZ +2.7% (Millennium Partners 'demands' changes at SRZ), MU +1.7% (positive broker commentary regarding DRAM prices in Asia).

    Allapoole avanevad:

    Gapping down on weak earnings/guidance: SCSS -6.8%, CSC -3.5%, BSC -2.7%, GS -2.7% (MS -1.3% and LEH -1.0% in sympathy with BSC & GS)... Other news: IPG -4.8% (co receives Wells notice from SEC), JSDA -4.6% (Stifel notes that SBUX will discontinue sales of JSDA), SNY -4.3% (FDA advisory committee did not recommend approval of Zimulti).
  • Goldman Sachsi (GS) CFO ütleb, et me ei ole veel subprime laenude turu põhja näinud.

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