Kuna USA aktsia- ja võlakirjaturud olid eile Martin Luther King päeva tähistamise tõttu suletud ning mujal maailma olulisi uudiseid polnud, siis jäi sentiment ka Aasias ja Euroopas tagasihoidlikuks. Euroopa indeksid suutsid päeva lõpuks siiski kerge plussi välja venitada, kui Stoxx 600 indeks kerkis 0,26%.
USD/JPY on öösel oma tippudest pisut alla tulnud ning kaupleb 89,3 jeeni peal pärast Jaapani keskpanga otsust seada oma rahapoliitiliseks eesmärgiks 2%lise inflatsiooni saavutamise varasema 1% asemel, ent seda alles järgmisest aastast. Hetkel jätkatakse 101 triljoni jeeni suuruse varade ostuprogrammi rakendamist kuniks see tuleva aasta alguses läbi saab ning sealt alates sarnaselt FEDile enam QE lõplikku mahtu paika ei panda, ostes iga kuu 13 triljoni jeeni ehk 111 miljardi euro ulatuses peamiselt valitsuse lühiajalist võlga.
Keskpank usub, et tänu täiendavale stimuleerimisele kasvab Jaapani majandus järgmise aasta märtsis lõppeval majandusaastal varasema 1,6% asemel 2,3%.
Euroala rahandusministrid otsustasid eile eurogrupi uueks presidendiks valida hollandlase Jeroen Dijsselbloemi, kes vahetab välja grupi eesotsas kaheksa aastat olnud Jean-Claude Junckeri. Otsust toetasid kõik euroala riigid peale Hispaania, viimane siiski ei kommenteerinud pikemalt oma sisukohta.
Tulles tänase päeva juurde, siis makrost võiks huvi köita Saksamaa investorite sentimendi indeks, USA detsembrikuu olemasolevate majade müük ja Richmond Fedi töötleva tööstuse PMI. Oma kohtumist jätkavad Euroopa rahandusministrid ning majandustulemused avaldavad enne USA turu avanemist Johnson & Johnson ja Verizon, pärast turgu aga AMD, Google, IBM ja Texas Instruments.
Tänane kalender:
10.00 Ecofin kohtumine
12.00 Saksamaa ZEW indeksid (jaanuar)
17.00 USA olemasolevate majade müük (detsember)
17.00 USA Richmond Fedi töötleva tööstuse küsitlus (jaanuar)
USA indeksite futuurid kauplevad hetkel 0,1-0,2% plussis, Euroopa on avanemas kerge miinusega (FTSE +0,01%, DAX -0,04%, CAC -0,13%)
ILO sõnul ähvardab globaalne tööpuudus lüüa tänavu 2009.a rekordit ning kavada edasi kuni 2017.a. Via CNBC
2009 currently stands as the worst recorded year for world unemployment, with 198 million people across the globe without work.
In its 2013 Global Employment Trends report, the ILO forecasts unemployment numbers will rise by 5.1 million in 2013 to reach 202 million, topping 2009's record.The report also predicts unemployment will rise further in 2014 to reach 205 million.
"Unemployment remains as dire as it was during the crisis in 2009," Ekkehard Ernst, chief of the employment trends unit at the ILO, which wrote the report, told CNBC.
2009 currently stands as the worst recorded year for world unemployment, with 198 million people across the globe without work.
In its 2013 Global Employment Trends report, the ILO forecasts unemployment numbers will rise by 5.1 million in 2013 to reach 202 million, topping 2009's record.The report also predicts unemployment will rise further in 2014 to reach 205 million.
"Unemployment remains as dire as it was during the crisis in 2009," Ekkehard Ernst, chief of the employment trends unit at the ILO, which wrote the report, told CNBC.
Postiivsed arengud meie põhjanaabri Soome tööturul, kus töötuse määr kukkus detsembris 7,3% pealt 6,9% peale vs oodatud kasv 7,5% peale.
FTs muljetatakse veidi Hispaania teemal, tuues ühest küljest esile küll laenukulude kiire alanemise viimase poole aasta jooksul, ent tõstatades endiselt küsimuse kas riik on lõplikult pääsenud vajadusest kunagi finantsabi küsida. Via CNN
The sheer scale of Spain's borrowing requirement will be a major test of the reawakened investor appetite for Spanish debt. The Treasury expects to issue up to €120bn of bonds on behalf of the regions and the central government this year, but some analysts say even this estimate could prove too optimistic.
Raising the required amount will be much tougher if Standard & Poor's or Moody's downgrade Spain's credit rating, which is currently one notch above "junk". A downgrade by one or both agencies could be the trigger that pushes yields higher -- and Spain into a programme.
Mr Krautzberger says it is more likely that spiking bond yields will spur the rating agencies into action than vice versa, but many investors remain wary of the downgrade risk.
Pildil Hispaania valitsuse 2a (valge) ja 10a (oranž) yield
The sheer scale of Spain's borrowing requirement will be a major test of the reawakened investor appetite for Spanish debt. The Treasury expects to issue up to €120bn of bonds on behalf of the regions and the central government this year, but some analysts say even this estimate could prove too optimistic.
Raising the required amount will be much tougher if Standard & Poor's or Moody's downgrade Spain's credit rating, which is currently one notch above "junk". A downgrade by one or both agencies could be the trigger that pushes yields higher -- and Spain into a programme.
Mr Krautzberger says it is more likely that spiking bond yields will spur the rating agencies into action than vice versa, but many investors remain wary of the downgrade risk.
Pildil Hispaania valitsuse 2a (valge) ja 10a (oranž) yield
Vabariiklased on lubanud USA võlalimiidi paarikuulise tõstmise panna hääletusele homme ja kui see läbi läheb, siis peaks ka Senat selle heaks kiitma. WSJ kirjutab, et seadus tegelikult kaotaks lühiajaliselt võlalimiidi üldse ära ning kui 19. mail aeg täis tiksub, siis lihtsalt seatakse uus limiit summa baasil, mis on eelnevatel kuudel varasemale limiidile (16,4 triljonit dollarit) juurde kogunenud.
Apple'i keskmine target on alates sügisest tulnud alla ca 50 dollari jagu 723 dollari peale, samal ajal nagu näha, siis spread hinnaga pole ajalooliselt kunagi nõnda suur olnud. Homsed tulemused annavad juba parema pildi sellest kas tegemist on olnud ülereageerimisega või vajavad hoopis analüütikute ootused täiendavat korrigeerimist.
Eilsel eurogrupi koosolekul otsusti muuhulgas kinnitada ka Kreeka järgmine 9,2 mld EUR suurune laenueraldis, mis peaks kättesaadavaks muutuma kuu lõpus. Via eKathimerini
The council of the eurozone’s finance and economy ministers discussed Greece for a record low of just eight minutes after establishing that Athens has complied with the decision of the previous Eurogroup meeting in December and has made major progress in the implementation of the so-called prior actions for the disbursement of the January tranche, which amounts to 9.2 billion euros.
The council of the eurozone’s finance and economy ministers discussed Greece for a record low of just eight minutes after establishing that Athens has complied with the decision of the previous Eurogroup meeting in December and has made major progress in the implementation of the so-called prior actions for the disbursement of the January tranche, which amounts to 9.2 billion euros.
Turul on liikvel olnud kuulujutt, nagu Jens Weidmann oleks Bundesbanki eesotsast tagasi ostunud ning sellest johtuvalt on euro dollari suhtes alla tulnud ning samamoodi veidi äkilisemat negatiivset reaktsioon näitavad ka börsid (DAX -1,2%). Kuid Bundesbank lükkab selle kuulujutu tagasi:
BUNDESBANK: MARKET RUMOR OF WEIDMANN RESIGNATION "UTTER GARBAGE"
BUNDESBANK: MARKET RUMOR OF WEIDMANN RESIGNATION "UTTER GARBAGE"
Hispaania suutis müüa planeeritud 2,5 miljardi euro asemel 2,8mld euro jagu lühiajalist võlga. Kolme kuu keskmiseks yieldiks kujunes 0,441% vs 1,195% detsembris, kuue kuu puhul aga 0,888% vs 1,609% detsembri oksjonil. Bid to cover vastavalt 4,18x (eelmine kord 2,92x) ja 3,85x (eelmine kord 2,57%).
Peale selle veel midagi on ,või niisama jälle:
http://seekingalpha.com/article/1122231-research-in-motion-possible-56-stock-price-in-12-months?
http://seekingalpha.com/article/1122231-research-in-motion-possible-56-stock-price-in-12-months?
kui muud pole siis short siit
samas :D
seekingalpha.com/article/1121871-do-not-short-research-in-motion?
seekingalpha.com/article/1121871-do-not-short-research-in-motion?
Eile oli Toronto börs lahti ja seal Rimm tänase USA eelturu liikumise tegi eeldatavalt selle peale: http://www.theglobeandmail.com/globe-investor/rims-rise-bolstered-by-ceo-comments-analyst-accolades/article7602737/
Research in Motion will look into strategic alliances with other technology companies once it has launched its new BlackBerry 10 models, its chief executive told a German newspaper.
German-born CEO Thorsten Heins told daily Die Welt in an interview published on Monday that the group's strategic review could lead to the sale of RIM's hardware production or the sale of licenses to its software, among other options.
"The main thing for now is to successfully introduce Blackberry 10. Then we'll see," Heins was quoted as saying.
RIM hopes its re-engineered line of Blackberry 10 touch-screen and keyboard devices will win back market share lost to rivals such as Apple's iPhone and devices powered by Google's market-leading Android operating system.
German-born CEO Thorsten Heins told daily Die Welt in an interview published on Monday that the group's strategic review could lead to the sale of RIM's hardware production or the sale of licenses to its software, among other options.
"The main thing for now is to successfully introduce Blackberry 10. Then we'll see," Heins was quoted as saying.
RIM hopes its re-engineered line of Blackberry 10 touch-screen and keyboard devices will win back market share lost to rivals such as Apple's iPhone and devices powered by Google's market-leading Android operating system.
Dan Loeb on NUS short:
http://www.nypost.com/p/news/business/loeb_shorts_nu_skin_lE7a68MClVuUKmel5jnclO
http://www.nypost.com/p/news/business/loeb_shorts_nu_skin_lE7a68MClVuUKmel5jnclO
See ei paista olema uus short, järelikult on vist natuke peetis ta seal olemine.
II-VI sees Q3 EPS 24c-28c, consensus 27c
Sees Q3 revenue $145M-$150M, consensus $158.23M.
II-VI reports Q2 EPS 19c, consensus 21c
Reports Q2 revenue $125.12M, consensus $138.07M
IIVI pole vist väga korras numbrid?
Sees Q3 revenue $145M-$150M, consensus $158.23M.
II-VI reports Q2 EPS 19c, consensus 21c
Reports Q2 revenue $125.12M, consensus $138.07M
IIVI pole vist väga korras numbrid?
RIMM veel, lisaks Canada gäpile. Scotia ug to Buy ja $23 tgt. Ja mingi Paradigm Capital (eem?) dg to N.
Palju õnne seda shortida :) Aga pointi vist osta ka pole, kuigi Canada close oli 17.41 CAD-i.
Palju õnne seda shortida :) Aga pointi vist osta ka pole, kuigi Canada close oli 17.41 CAD-i.
Jah nägin neid ,üsna segane keiss . Olen shordist väljas juba .