Börsipäev 21. detsember

Aasia tuleb …

Merrill Lynch may get up to $5 billion in a capital infusion from Singapore state investor Temasek Holdings, the Wall Street Journal reported on Thursday.

Earlier this week, China Investment Corp agreed to pump $5 billion into Morgan Stanley as the U.S. investment bank posted a fourth-quarter loss fuelled by $9.4 billion of losses in subprime mortgages and other assets.

Citigroup agreed last month to sell a 4.9 percent stake to Abu Dhabi for $7.5 billion, while UBS accepted a $9.75 billion investment from the Government of Singapore Investment Corporation (GIC).

Vaja on uut teemaatilist feedi: "sovereign wealt funds in action". Trend on juba selge, oleks mugav silma peal hoida.
Interfaxi kohaselt on Vimpelcomi ja Golden Telecomi ühinemine mõlema ettevõtte juhatuse poolt heaks kiidetud. Ametlikku teadaannet veel väljas pole, kuid uudisteagentuuri kohaselt saabub see hiljem tänase päeva jooksul.

Kuna selle vastu võiks huvi olla, panen siia Bank St. Petersburgi 9 kuu tulemused:

Bank St Petersburg

Vabandan küsimuse pärast aga mis päevadel USA börs puhkab?? Ma ei ole kuskilt jõudnud uurida. Tänud ette ära...
esmaspäeval sulgub 3 tundi varem ning teisipäeval on üldse suletud.
24. detsembril on lühendatud kauplemispäev ning 25. detsember on turud suletud. 26. detsember ollakse taas avatud.
Lisasime LHV Balti Pro alla uue analüüsi Norma kohta. Ühtlasi tõstsime ka aktsia soovitust. Eestikeelne analüüs kättesaadav sellelt lingilt.
IDCC sai UK kohtult 3G litsentside kohta EU's positiivse otsuse
natuke rõõmu masendvasse detsembrisse
long IDCC
Circuit City (CC) jääb tulemustele ikka võimsalt alla ning aktsia kaupleb 20% eelturul madalamal. Kahjumit aktsia kohta -$0.64 vs oodatud -$0.31 ning eelmise aastaga võrreldes kukkusid müügitulud 3%.

2008. aastal loodab ettevõte avada ca 60 uut poodi ning 2009. aastal ca 55 veel. Kenad plaanid, aga lühiajalised põrked kõrvale jätta, siis üldiselt on turg meelestatud viisil, et jutul on vähe väärtust ning vaid reaalsed numbrid loevad.

USA turud avanevad võimsalt ülevalt poolt. RIMMi eilsed tugevad tulemused on lennutamas nii aktsiat kui ka kogu sektorit.

Saksamaa DAX +1.44%

Prantsusmaa CAC 40 +1.53%

Inglismaa FTSE 100 +1.20%

Hispaania IBEX +0.96%

Venemaa MICEX -0.14%

Poola WIG +0.63%

Aasia turud:

Jaapani Nikkei 225 +1.50%

Hong Kongi Hang Seng +2.26%

Hiina Shanghai A (kodumaine) +1.16%

Hiina Shanghai B (välismaine) +0.26%

Lõuna-Korea Kosdaq -0.46%

Tai Set +3.31%

India Sensex N/A (börs suletud)

Market Caught Up In the Spirit of the Season
By Rev Shark
RealMoney.com Contributor
12/21/2007 7:50 AM EST

VIRGINIA, your little friends are wrong. They have been affected by the skepticism of a skeptical age. They do not believe except [what] they see. They think that nothing can be which is not comprehensible by their little minds. All minds, Virginia, whether they be men's or children's, are little. ...Yes, VIRGINIA, there is a Santa Claus. --Francis Church

The great thing about the holidays is that they tend to produce a positive mood. The troubles that have been plaguing us seem a bit lighter as we enjoy time with friends and family and count our many blessings. Typically the holiday spirit spills over into the stock market at some point and that started to occur yesterday afternoon.

Good earnings from Research In Motion (RIMM), which had low expectations, is giving us a very positive open this morning and all those negatives that have been weighing on the market no longer seem quite as bad. Nothing at all has changed. We still don't know the depth of the bad debt issue, the economy is still showing signs of slowing and inflation is starting to raise its ugly head but for now people are happy to be buying Blackberry's and all is good.

The market is a moody beast that can go from gloom and despair to joyous optimism in the blink of an eye for the flimsiest of reasons. Quite often it is irrational, but it doesn't pay to argue. It is the nature of the beast and all we can do is try our best to adjust as things change and try to make some money.

Conditions are ripe for the market to run into the end of the year. The technical conditions support a bounce and market participants have motivation to push up prices. Pockets of the market are seeing momentum kicking in and that tends to fee on itself.

However let's not get too carried away. The last three days have seen early strength fade and be followed by a late day rally. Those recent patterns tend to reoccur so we need to watch for that. Also keep in mind with the holiday upon us trading is going to thin and that can make for increased volatility as program trading and manipulative funds push us around.

We have positive news flow, a big gap open and lots of underinvested investors who have been cautious lately. That is going to make for an active day.
FMD !!!
Mul simuportfellis 30000 kasumit tänasega. Aga millegipärast maha ei saa müüa kraami, lihtsalt order ei lähe käiku. Närvi ajab!
NFI !!!
what's your point? mart
Viimase 111 aasta parim periood aktsiaturgudel on Dow jaoks 21. detsember - 7. jaanuar. Nende 17 päevaga on keskmiselt tõustud 3.39%...

Realmoney all leiab äramärkimist LHV Pro klientidele juba Madise sule läbi tuttav Vimpelcom (VIP). Graafik järgmine:

Dan Fitzpatrick: VimpelCom is stair-stepping higher on average volume. This is too early to buy for a breakout, and too late to buy on a pullback. But I'd suggest keeping it on your radar and buying closer to the 20-day moving average.

speedy, pikemas perspektiivis usun sama saatust. See skeem kaob igaveseks (nagu ka 80-ndate junk bond maania). Securitization loob minu arust sellise huvide konflikti, kus investoril ei ole kuidagi võimalik kindlaks teha, mida talle üritatakse müüa. Asja eesmärk on pankade puhas bilanss, teenustasud ja riski võõrastele sokutamine.

bearish case Yahoo foorumis (18-Dec-07 10:04 pm)
Ehk võiks väikse update teha ka FNDT kohta, PRO all. Hästi liigub, aga vales suunas. Keegi peab midagi teadma. On mingeid kõlakaid? Ise pakuks, et ei ole tulnud lubatud uudist ühe suure pangaga lepingu sõlmimisest, mida kvartali ülevaates lubati.