Börsipäev 22. juuli

oijahhhhh
elu treid jäi tegemata
:(
mis treid?
WCG
eile kirjutasin sellest

Panen siia vahepeal siis uuesti lingi meie tulemuste tabelist. Sai just kenasti ära uuendatud.

Nafta kukub hoogsalt ja aitab niimoodi turgude hommikuse kauplemise miinust kustutada. Barreli hind -3.2% ehk $127.7 septembri delivery eest.

Ilmselgelt alahindasin WCG uudise olulisust. Punktid speedyle.

Euroopa ja Aasia põhiindeksid:

Saksamaa DAX -1.14%

Prantsusmaa CAC 40 -1.27%

Inglismaa FTSE 100 -1.83%

Hispaania IBEX 35 -3.00%

Venemaa MICEX -1.73%

Poola WIG -0.32%

Aasia turud:

Jaapani Nikkei 225 +2.98%

Hong Kongi Hang Seng -0.02%

Hiina Shanghai A (kodumaine) -0.53%

Hiina Shanghai B (välismaine) -0.53%

Lõuna-Korea Kosdaq -0.11%

Tai Set 50 -0.85%

India Sensex +1.84%

Üks päris huvitav kommentaar siia RealMoney alt. seotud investorite karuste nägemusega, millega on nüüdseks ehk pisut liiale mindud. Kasvanud lühikeseks müüdud positsioonide arv on pakkumas põrandata allapoole liikumise riski ees:

Patrick Schultz: "According to a Bloomberg report, investors have amassed enormous short positions across global markets. The article notes that "...more than $1.4 trillion of equities worldwide are now on loan, about a third higher than at the start of 2007."

Further, it notes that short selling specifically on the NYSE climbed to 4.6% of total volume last month. This is the highest level of bearishness since 1931.

At minimum, the big short interest will provide a nice downside floor of support. At best, it could be explosive upside fuel on sustained positive news. Take a look at the action in Wells Fargo (WFC) and Bank of America (BAC) last week and that was just one day's worth of good news. "

Vocus (VOCS) tõestas, et nõudlus on-demand tarkvara järgi on jätkuvalt kõrge, analüütikute oodatud $0.12 suurust aktsiapõhist kasumit löödi $0.09 võrra. Tulud tõusid 35.6% yoy, ulatudes $19.1 miljonini (konsensuse ootus $18.7 miljonit). Mõned nopped ka konverentsikõnelt:

Our Q2 performance has underscored continued strong demand for on-demand PR management solutions, Vocus's strong competitive position and the leverage in our SaaS business model. Based on the success of Q2 and with the first half of 2008 now behind us, we are again raising guidance for the year to reflect the strong market demand for our products, our continued sales momentum and the overall confidence we have in our business.

Vocus is already one of the most profitable SaaS companies in the market today, and we expect to continue to grow our operating margins each year, every year, although the rate of expansion will not be as dramatic going forward as our business continues to scale and grow.

Viimane Bold'i pandud tekts on see, mida näiteks Salesforce'i (CRM) puhul kiputakse ära unustama.