Reutersi andmetel ei suutnud augustikuus tervelt 57% hüpoteeklaenude vahendajate klientidest oma ARM-laene refinantseerida. Kuna kukkuvate kinnisvarahindade juures on mitmed laenutooted välja surnud, siis on laenuvõtjate kuumaksete tõus paratamatu.
Lehman Brothersi andmetel lõppevad järgmise 18 kuu jooksul 5 miljoni laenuvõtja algusperioodi madalad intressid, mis tähendab neile olulist kulude kasvu. Kui nüüd paljud neist ei suuda laenu refinantseerida, satub nii mõnigi elamu sundmüüki. Midagi rõõmustavat selles ei ole ja kinnisvarasektor jääb endiselt surve alla. Eks seda oli ka ette näha, kuid Bushi pakutud meetmed probleemi lahendamiseks ainult leevendavad olukorda.
Naftahinnad jätkasid hommikul uute rekordite vallutamist. Pilk tasub neil ka täna peal hoida, sest õhtul teatatakse USA naftavarude suurus. Konsensus ootab varude vähenemist 2.7 miljoni barreli võrra.
Morgan Keegani arvamuse Pro idee Motorola kohta:
Morgan Keegan initiates Motorola (MOT 17.31) with a Market Perform, as they believe the co's handset market share has bottomed, but a more multimedia/smartphone-focused product lineup will be needed to improve market share longer term...
Morgan Keegan initiates Motorola (MOT 17.31) with a Market Perform, as they believe the co's handset market share has bottomed, but a more multimedia/smartphone-focused product lineup will be needed to improve market share longer term...
Jaapani peaminister astus tagasi
Venemaa peaminister astus tagasi
Indoneesias 8 palline maavärin
Palju uudiseid ühes päevas.
Venemaa peaminister astus tagasi
Indoneesias 8 palline maavärin
Palju uudiseid ühes päevas.
Karta on et järeltõukeid on tulemas. Tsunamihoiatus on igatahes antud.
Oppenheimer on energiahindade ja seega ka nafta- ja gaasiettevõtete suhtes negatiivne. Kui pakkumispoole pealt katkestusi ei tule ja talv ei osutu erakordselt külmaks, nähakse energiahindu langemas. 3-6 kuu perspektiivis on energiaettevõtete langusrisk sama suur kui tõusupotentsiaal, seega investoritel siseneda ei soovitata. Pikemas perspektiivis ollakse energiahindade suhtes siiski positiivselt meelestatud.
Maailmalõpp on käes. Pidi ju see tulema millenniumi vahetusega.
Etioopia jõudis täna kolmandasse aastatuhandesse .
http://www.slol.ee/index.aspx?id=245627
Etioopia jõudis täna kolmandasse aastatuhandesse .
http://www.slol.ee/index.aspx?id=245627
Dollar on päeva jooksul euro vastu aina langenud, hetkel maksab euro $1.3880 ja flirditakse vaikselt $1.3890 tasemega, mis on dollari ajalooline põhi euro vastu viimase loomisest 1999. aastal. Samuti ei ole suudetud hoida peale Abe tagasiastumist saavutatud tugevust jeeni vastu.
UBS on tõstnud Apple'i hinnasihi $175 pealt $182 juurde, põhjuseks tugev nõudlus Macide ja kasvav nõudlus iPodide ja iPhone'de järgi. Ennustatakse, et järgmise aasta jooksul müüb Apple 10.77 miljonit telefoni, enne pakuti müüginubriks 8.1 miljonit. Esile tõstetakse ka võimalikke AT&T suurenevaid makseid ettevõttele.
Motorola (MOT) mudelirivi osas on peagi värskendusi oodata. 7.-ndal septembril peetud analüütikute päeval ütles firma juhtkond, et plaanitakse uute mudelite tutvustamise lainet. Esimest nendest on oodata juba 30 päeva jooksul. Võimalik, et näemegi multimeedia- või nutitelefoni, mida Morgan Keegani analüütik igatseb :)
Don't Argue With an Indecisive Market
By Rev Shark
RealMoney.com Contributor
9/12/2007 7:28 AM EDT
It is impossible to defeat an ignorant man in an argument.
-- William G. McAdoo
One of the toughest ways to make money is to argue with the stock market. The market will always be bigger, stronger and more powerful than we are and will do what it wants to regardless of what we may think, say or do. It can be absolutely infuriating when what seems like common sense to us is completely ignored by the market beast.
Investors, however, do have one extremely powerful tool when it comes to dealing with the market. That tool is patience. We can simply refuse to act. If the market isn't making sense to us, we can simply stand aside and ignore it until we feel are in a better position to deal with it.
We are in one of those situations right now, where the logic of the market can seem quite confusing, if not downright ignorant. Yesterday, we rallied strongly as market players anticipated an interest rate cut because of growing economic problems.
There has been no shortage of negative headlines lately about real estate and debt issues, and we now have some evidence, from the jobs report, that the economy is cooling. These problems are apparently severe enough that the market is predicting that there is nearly a 100% chance that the Fed will cut interest rates by at least a quarter point next Tuesday.
Despite the fact that we have sufficient negatives to induce the Fed to act, not only do we have a big rally like yesterday, but we are not that far off the highs we hit in July. The Nasdaq 100 in particularly is just 3.5% down from its highs. The small-caps have done much worse, but this is not a market that has undergone a massive correction as it priced in major housing, credit and economic issues.
Is the market just ignorant, or is there something out there that we are missing? I don't know the answer to that, but I certainly don't want to argue with the market. If it wants to rally despite the seemingly logical reasons why it shouldn't, nothing is going to stop it.
What I can do is be patient and skeptical. I'm not going to fight a market that is acting well, but I'm not going to fully embrace it. I'll play the trading game and try to produce some profits, although I don't believe in the rationality of the action. At some point, greater clarity will come to me, and that will make it easier to move with certainty, but that time is not now.
After the big move yesterday, the market is flat this morning. Overseas markets are slightly negative, oil is holding its gains and gold has turned down after a big move. The Fed's impending interest rate decisions remains the primary focus of the market and will determine our short-term direction.
--------------------
Ülespoole avanevad;
Gapping up on strong earnings/guidance: JOSB +3.0%... Other news: CRDC +12.5% (receives European CE Mark for C-Port Flex A System for use in coronary artery bypass surgery), HEPH +9.3% (reports on anti-inflammatory activity with HE3286 in models of diseases of inflammation), NPSP +9.0% (initiated with a Buy and $12 tgt at Oppenheimer), UTSI +9.3% (announced a multi-year, multi-mln dollar contract with Bell & Tell in Pakistan), TAYD +6.9% (trading higher following earthquake in Indonesia's Sumatra region, tsunami warning issued), BRLC +5.9% (Q4 earnings rescheduled to after the close today), DIVX +3.3% (announces agreement with Qualcomm), FSLR +2.9% (initiated with a Buy at a tier-1 firm).
Allapoole avanevad:
On weak earnings/guidance: NUE -2.9% (other steel stocks AKS and X are gapping -2% in sympathy)... Other news: ACH -10.5% (AA selling entire stake in ACH for up to $2 bln according to Reuters), HRB -3.7% (co announced additional job cuts after the close yesterday), CRZO -3.6% (prices registered direct offering below share price), AEO -3.2% (downgraded to Sell at Merrill), PKX -3% (scrapped a plan to buy a stake in China's Lonemy), ENT -2.9% (announces proposed divestiture of non-core properties)
By Rev Shark
RealMoney.com Contributor
9/12/2007 7:28 AM EDT
It is impossible to defeat an ignorant man in an argument.
-- William G. McAdoo
One of the toughest ways to make money is to argue with the stock market. The market will always be bigger, stronger and more powerful than we are and will do what it wants to regardless of what we may think, say or do. It can be absolutely infuriating when what seems like common sense to us is completely ignored by the market beast.
Investors, however, do have one extremely powerful tool when it comes to dealing with the market. That tool is patience. We can simply refuse to act. If the market isn't making sense to us, we can simply stand aside and ignore it until we feel are in a better position to deal with it.
We are in one of those situations right now, where the logic of the market can seem quite confusing, if not downright ignorant. Yesterday, we rallied strongly as market players anticipated an interest rate cut because of growing economic problems.
There has been no shortage of negative headlines lately about real estate and debt issues, and we now have some evidence, from the jobs report, that the economy is cooling. These problems are apparently severe enough that the market is predicting that there is nearly a 100% chance that the Fed will cut interest rates by at least a quarter point next Tuesday.
Despite the fact that we have sufficient negatives to induce the Fed to act, not only do we have a big rally like yesterday, but we are not that far off the highs we hit in July. The Nasdaq 100 in particularly is just 3.5% down from its highs. The small-caps have done much worse, but this is not a market that has undergone a massive correction as it priced in major housing, credit and economic issues.
Is the market just ignorant, or is there something out there that we are missing? I don't know the answer to that, but I certainly don't want to argue with the market. If it wants to rally despite the seemingly logical reasons why it shouldn't, nothing is going to stop it.
What I can do is be patient and skeptical. I'm not going to fight a market that is acting well, but I'm not going to fully embrace it. I'll play the trading game and try to produce some profits, although I don't believe in the rationality of the action. At some point, greater clarity will come to me, and that will make it easier to move with certainty, but that time is not now.
After the big move yesterday, the market is flat this morning. Overseas markets are slightly negative, oil is holding its gains and gold has turned down after a big move. The Fed's impending interest rate decisions remains the primary focus of the market and will determine our short-term direction.
--------------------
Ülespoole avanevad;
Gapping up on strong earnings/guidance: JOSB +3.0%... Other news: CRDC +12.5% (receives European CE Mark for C-Port Flex A System for use in coronary artery bypass surgery), HEPH +9.3% (reports on anti-inflammatory activity with HE3286 in models of diseases of inflammation), NPSP +9.0% (initiated with a Buy and $12 tgt at Oppenheimer), UTSI +9.3% (announced a multi-year, multi-mln dollar contract with Bell & Tell in Pakistan), TAYD +6.9% (trading higher following earthquake in Indonesia's Sumatra region, tsunami warning issued), BRLC +5.9% (Q4 earnings rescheduled to after the close today), DIVX +3.3% (announces agreement with Qualcomm), FSLR +2.9% (initiated with a Buy at a tier-1 firm).
Allapoole avanevad:
On weak earnings/guidance: NUE -2.9% (other steel stocks AKS and X are gapping -2% in sympathy)... Other news: ACH -10.5% (AA selling entire stake in ACH for up to $2 bln according to Reuters), HRB -3.7% (co announced additional job cuts after the close yesterday), CRZO -3.6% (prices registered direct offering below share price), AEO -3.2% (downgraded to Sell at Merrill), PKX -3% (scrapped a plan to buy a stake in China's Lonemy), ENT -2.9% (announces proposed divestiture of non-core properties)
Nafta on oma ajalooliste tippude lähedal, nisuhind tegi täna uued tipud (inflatsioon pole kuhugi kadunud) ning tundub, et koos Venemaa ja Jaapani peaministri tagasiastumisega, astuvad sammu tagasi täna ka USA aktsiaturud. Päeva alustatakse ca-0.2%lise miinusega.
Saksamaa DAX -0.33%
Prantsusmaa CAC 40 -0.07%
Inglismaa FTSE 100 -0.49%
Hispaania IBEX -0.73%
Venemaa RTS -0.51%
Poola WIG +0.49%
Aasia turud:
Jaapani Nikkei 225 -0.50%
Hong Kongi Hang Seng +1.49%
Hiina Shanghai A (kodumaine) +1.15%
Hiina Shanghai B (välismaine) +0.65%
Lõuna-Korea Kosdaq -1.24%
Tai Set +0.02%
India Sensex -0.24%
Päris huvitav. Mõni aeg tagasi kirjutasin, et Buffett on tasapisi vähendanud oma osalust Hiina energiaettevõttes PetroChina, nüüd kuulen, et osalust on veelgi vähendatud. Kuigi vähendamised on väikesed, siis on see tugev löök neile, kes ütlesid, et PTRis müüs Buffett esmakordselt aktsiaid lihtsalt selleks, et selle protsentuaalset osalust peale aktsia tõusu terve portfelli suhtes vähendada. Tundub, et Warren on huvitatud reaalse osakaalu langetamisest.
Warren Buffett sold about $140 mln of PetroChina (PTR) shares (this was his second sale in two months after calls for U.S. investors to reduce holdings in China's biggest oil producer because of its links to Sudan); PTR has been developing oil fields in Sudan since 1996 (this latest sale bring's Buffett's personal stake in PTR to 9.7% from 10.2%).
Warren Buffett sold about $140 mln of PetroChina (PTR) shares (this was his second sale in two months after calls for U.S. investors to reduce holdings in China's biggest oil producer because of its links to Sudan); PTR has been developing oil fields in Sudan since 1996 (this latest sale bring's Buffett's personal stake in PTR to 9.7% from 10.2%).
Nafta hinna tõus rekordite juurde võib turule pidurid peale panna.
Ja uued tipud tehtud nafta hinnas.
Peab vist paagi täis panema.
Kui nafta raporti peale lennati veelgi kõrgemale ja käidi ära $79.3 peal, siis nüüdseks on allapoole tuldud $78.6 peale.
Tegelik Ootus
CRUDE - 7011K -2700K
DISTILLATE 1793K 1900K
GAS -666K -500K
mis see ACH-d nii üles alla raputab igapäevaselt?
Täna liigutab teda uudis, et Reutersi andmetel on Alcoa (AA) oma osalust ettevõttes müümas. Tehingu mahuks võib olla ligi $2 mlrd.
NTRI läheb gapi täitma