Turuosa kaotasid Motorola, Siemens ja Samsung.
2Q müüdi maailmas 156 miljonit mobiiltelefoni, mis on 35% kasv yoy. 1Q müüdi 153mln telefoni.
Gartner tõstis maailma mobiiltelefonide müügiennustuse 650 mln telefonile (2004), varasem ennustu oli 620 mln.
Saksamaal kasvas töötute arv augustis 24 000 võrra, oodati 7000 töötu lisandumist ...
tugevat korrelatsiooni USA ja Euroopa suurima majanduse tööpuuduse vahel muidugi pole ...
"The newly-public company faces the expiration of the first of several lockup periods that have kept insiders at the Web search company from selling stock."
USA turgudel on pilgud suunatud siiski lähitulevikku ja täna aktiivset kauplemist veel oodata ei ole. Järelturul avaldab oma kvartali vahearuande Intel (INTC), reedel enne turu avanemist on oodata augusti tööjõuraportit.
Makroandmetest avaldati esmakordselt töötu abiraha taotlejate arv, mis oli oodatust suurem kasvades nädalaga 19 000 võrra 362 000 taotluseni..
USA suurim jaemüügikett Wal Mart (WMT) alandas oma kolmanda kvartali müügikasvu kuna augustis kasvas müük vaid 0,5%. Halb uudis jaemüüjatele.
Nortel (NT) lükkab taas oma 2003. aasta aruande ja selle aasta esimese ja teise kvartali aruannete avaldamise taas edasi oktoobrisse.
Rev Shark:
Market participants are biding their time waiting for the end of summer vacations and two major news events. This evening is the Intel (INTC:Nasdaq) midquarter update and tomorrow morning is one of the most important economic reports of the year -- the August jobs data.
The reason that the August employment report is so important is because it will provide some important insight into the status of the economic recovery and also because it may have an impact on the presidential election. Be aware that this report is going to be a market mover and since it comes on the day before a three-day weekend when trading is likely to be thin, there is even a greater likelihood of some sharp market movement.
With these significant events on the horizon, our job is to be prepared and to have a plan on what we will do should various scenarios unfold. If the reports are strong and the market moves upward, are you going to be a buyer and seller? If we have a negative reaction to the news, do you "fade" the move or chase it?
Frankly, I don't like the technical setup of the indices going into this news. We've been enjoying a pretty good bounce over the last few weeks, but it has come on disappointing volume and we are now hitting some substantial overhead resistance. Throw in the fact that we are now at the seasonally weakest time of the year and it looks like we have a very good setup for a "sell the news" reaction to Intel and the jobs report.
The bounce back up in crude oil and what looks like generally weak retail comps this morning provide an additional headwind to contend with.
However, despite the negatives, the indices have been hanging tough and many individual stocks are showing some signs of life. There have been some good trades on the long side, but with this news looming in front of us, we need to hope for the best, prepare for the worst and capitalize on what ends up happening.
Broward County Florida is being evacuated as a monster hurricane prepares to hit and I don't see much good news so far this morning. We have a slightly negative start to the day on the way.
Be careful out there. It looks like we have some explosive action coming soon.
Retailers up on strong Aug comps: PLCE +8.3%, AEOS +5.1% (also CIBC upgrade), PIR +3.8%, GPS +3.4%, BBY +2.5%.... Other News: UAIR +21% (optimism that pilot union deal is close), IDNX +9% (receives purchase order), NVEC +7% (initiated at Stephens with positive comments; short squeeze with 39% of float is short), SUPG +3.5% (momentum from yesterday's 8% move).... Under $3: CORV +7% (announces the closing of Focal Comms acquisition; co sees $20-$30 mln in cost savings).
Gapping Down
Retailers down on weak Aug comps: ARO -4.4%, COST -3.6%.... Other News: VTS -15.3% (delays JulQ earnings release), MGM -8% (says reports of possible transaction valuing co at $5 bln is inaccurate), ESLT -8%, DCGN -5% (class action suit filed), ISIL -3.3% (Lehman downgrade), NT -3.1% (delays until end of Oct to file restated financials), CECO -2.9% (confirms Justice Dept investigation).
Täna teatas Semiconductor Industry Association (SIA) pooljuhtide juulikuu müüginumbriteks $18 miljardit, mis on juuniga võrreldes vaid protsendine kasv. Eelmise aasta sama perioodiga on ülemaailmne müük kasvanud 37,9%. SIA president George Scalise nimetas aeglase kasvu põhjustena nii klientide ebakindlust, varade kuhjumist teatud sektorites ning sessoonseid iseärasusi. Juuli kasvnumbrid vähenesid kõikides regioonides peale Euroopa. Tugevale USA majandusele viidates oodatakse aga ülejäänud aastalt kindlat pooljuhtide müügi kasvu ning kolmanda kvartali 4 kuni 6 protsendilised kasvuprongoosid (võrreldes II kv-ga) on endiselt jõus.
Sellest vist peaks piisama praeguse põrke lõpetamiseks? :)
sB
Been getting a few questions regarding Intel (INTC). In the spirit of education and a real-time example, here's the technical setup that "seems" to be forming.
The stock "should" peak this afternoon around 21.50 or so and then thrust down on the news to 20.55-20.70 or so. That level should actually be a potentially good bottom before heading up for 1-2 weeks in a bear market bounce to 22.55 +/-, a 9.5% move up from that low. That peak "should" then fail and start, once again, the bear market trend that has been underway since January.
This is NOT advice, just an attempt to lay out the technicals so that we can all "see" if fundamentals lead technicals or if technicals lead fundamentals.
fwiw
sB