Initial Claims 301K vs 320K consensus, prior revised to 302K from 301K
Meelsus turgudel käib servast serva: täna spekuleeritakse juba, et intressimäärade langus laseb lõpule viia mitmed toppama jäänud ülevõtmised ja suurendab taas M&A aktiivsust
Hiljuti soetas Joakim Heleniuse juhitav Trigon Capital osalused Araabia Ühendemiraatide pangas Dubai Islamic Bank, mida peetakse maailma esimeseks islamipangaks, ning kahes Türgi islamipangas - Albaraka Bank ning Asya Bank.
Kes teab kas sellistel pankadel ka tikkerid on?
Kes teab kas sellistel pankadel ka tikkerid on?
ASYA KATILIM BANKASI - ASYAB.E
Albaraka Bank - ALBRK.E
Istanbuli börs http://www.ise.org/index.htm , üks tore lehekülg
Albaraka Bank - ALBRK.E
Istanbuli börs http://www.ise.org/index.htm , üks tore lehekülg
Veel 1 näide kui muutlik on hetkel turuosaliste meelestatus
Täna käib kõva majaehitajate reitingute tõstmine, sealjuures on SPDR S&P Homebuilders (XHB) juba tõusnud 9. jaanuaril tehtud põhjadest +25%
Täna käib kõva majaehitajate reitingute tõstmine, sealjuures on SPDR S&P Homebuilders (XHB) juba tõusnud 9. jaanuaril tehtud põhjadest +25%
early-cycle stocks...
USA KV-ga siis kõik nüüdsest korras. nii tore, nii tore
Henno, minu arvutuste järgi on tõus 35 protsenti.
9. jaanuari põhi 15,2 -> 20,5, eilne tipp
9. jaanuari põhi 15,2 -> 20,5, eilne tipp
Euroopa indeksid on ülivõimsalt plussis. USA on päeva alustamas pisikese plussiga.
Saksamaa DAX +5.91%
Prantsusmaa CAC 40 +5.09%
Inglismaa FTSE 100 +4.27%
Hispaania IBEX +5.50%
Venemaa MICEX +4.99%
Poola WIG +3.53%
Aasia turud:
Jaapani Nikkei 225 +2.06%
Hong Kongi Hang Seng -2.29%
Hiina Shanghai A (kodumaine) +0.31%
Hiina Shanghai B (välismaine) +0.57%
Lõuna-Korea Kosdaq +3.06%
Tai Set -1.90%
India Sensex -2.12%
Be Wary About Embracing the Uptrend
By Rev Shark
RealMoney.com Contributor
1/24/2008 8:30 AM EST
Let Hercules himself do what he may, / The cat will mew and dog will have his day. -- Hamlet, William Shakespeare
A powerful intraday reversal has many investors breathing a sigh of relief. The steady downtrend was showing no signs of abating and was in fact picking up speed as Apple (AAPL) dragged down big-cap technology stocks that had led the market for most of 2007. That selling pressure was the final capitulation that was needed to finally wash out the last hopeful bulls and set us up for a big swing.
But make no mistake -- this was a rally of dogs. The big gainers were the worst groups that have been under pressure for many months. Homebuilders, restaurants, truckers, retailers and banks were the big winners, while stocks like Google (GOOG) and Research In Motion (RIMM) finished solidly in the red.
Despite the quality of the leadership, the intraday swing was of impressive magnitude. That certainly affects sentiment, but it is extremely important to keep in mind that this sort of action is typical of bear markets. The biggest and most aggressive swings occur within market downtrends. According to Investor's Business Daily, nine of the biggest positive days in Wall Street history occurred during the bear market of 2000 to 2002.
It certainly is possible that the big swing yesterday is a short-term bottom. We certainly were oversold enough to support a bounce, and some further upside would not be a surprise. But technically, we have not had a real retest and the market trend is still clearly down.
The nature of the leadership yesterday also makes a turnaround very suspect. The likelihood that the worst is over for economically sensitive groups like truckers and restaurants is questionable. Clearly the thinking behind the move yesterday was that lower rates are going to give banks better margins on loans and help bolster consumer spending. We will have to wait to see whether things will be fixed so easily, but if nothing else, we know that the impact of monetary spending is not going to kick in for six months or more. A strong argument can be made for the proposition that the Fed has been too slow in taking action.
The bears are still out there, and they are patiently waiting for a chance to remount short positions. This countertrend bounce is not going to be without substantial obstacles. I suspect that the bulls may be able to hold things up into the Fed meeting on Tuesday as hope of another rate cut keeps sentiment positive, but after that, we are at the mercy of economic data that are likely to indicate that a recession is still a good possibility.
So enjoy the bounce, but start thinking about exit points and potential shorts down the road. Don't get sucked into the hype that the overemotional pundits are likely to put forth about how this market is going to go straight back up. We will have some rocky action ahead of us, and yesterday's big swing won't change that.
We have a positive open on the way as Nokia (NOK) posted a good report and overseas markets continue to rally. Microsoft's (MSFT) earnings tonight will be the main focus.
---------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: FFIV +17.4% (also upgraded to Outperform at Baird, announces buy back up to $200 mln in stock), NVEC +16.1%, TRMB +15.1% (also announces repurchase program up to $250 mln), SYMC +9.2%, PLXS +8.4%, PLCM +7.7%, CBST +7.5%, QCOM +7.3%, LSI +7.2%, POT +6.5%, WDC +6.3% (also upgraded to Buy at Deutsche Bank, tgt raised to $38 at Hambrecht), XRX +5.7% (also announces $1 bln buyback), SBCF +4.9%, NOK +4.8%, CTXS +4.4%, FLWS +4.1%, CVO +3.8%, PRXL +3.5%, BAX +3.4%, COF +2.9%, SANM +2.8%, PSSI +2.1%, AMCC +1.7%, BXS +1.5%, WSTL +1.3%, QLGC +1.3%, NE +1.3%... Select European banks trading higher despite weakness at Societe Generale after the co uncovered fraud by a rogue trader: CS + 4.1%, BCS + 3.4%, DB + 1.8%... Other news: MBRK +192.8% (says the FDA approves its Amoxicillin PULSYS for pharyngitis/tonsillitis in adolescents and adults), ADLR +13.3% (Adolor and GSK confirm 'favorable' FDA advisory committee meeting for ENTEREG), MBI 7.8% and ABK +5.1% (Bond insurers trading higher on continued reports regarding potential bailout), SHRP +2.6% (Sharper Image and EB Brands sign licensing agreement). Analyst upgrades: HGSI +8.5% (upgraded to Outperform at Bear Sterns), MFE +6.5% (upgraded to Buy at Citigroup, upgraded to Outperform at Bear Sterns), THC +2.8% (upgraded to Equal Weight at Lehman), NNDS +2.3% (upgraded to Top Pick at RBC).
Allapoole avanevad:
In reaction to weak earnings/guidance: FTK -21.1%, THQI -12.4% (also downgraded to Sell at Broadpoint), EBAY -9.4% (also downgraded to Hold at Citigroup), SPWR -8.4%, MRCY -8.3%, RYN -5.5%, KELYA -5.5%, DLX -4.5%, HSY -4.5%, CY -4.5%, CNS -4.4%, CBE -4.3%, DGII -4.1%, KNX -4.1%, LCC -4.1%, ALK -4.0%, HXL -3.7%, BPFH -3.5%, RKT -3.4%, CCMP -3.2%, PTV -2.9%, WRLD -2.9%, MTSC -2.8%, AVT -2.6%, AVCT -2.6%, CHIC -2.4%, EXR -2.2%, GMT -2.1%, ZOLL -1.9%, SOV -1.8%, SRDX -1.7%, VARI -1.5%... Select solar stocks showing weakness in sympathy with SPWR earnings: SOLF -9.0%, FSLR -3.9%, JASO -3.2%... Select Chinese stocks trading lower: ACH -5.5%, SNP -4.9%, LMC -4.0%, CHA -3.6%, CHL -3.5%, LFC -3.1%... Other news: SCA -9.5% (provides update on its capital plan), BCRX -9.3% (updates Peramivir clinical development plan), HLYS -8.3% (receives deficiency letter from NASDAQ), LINC -6.2% (clarifies impact of alternative lending arrangements, will have a minimal impact), RS -4.7% (replaces accountant and external auditor Ernst & Young with KPMG), XL -4.1% (announces expected charges of $1.5-1.7 bln for Q4 2007 related to credit market conditions)
By Rev Shark
RealMoney.com Contributor
1/24/2008 8:30 AM EST
Let Hercules himself do what he may, / The cat will mew and dog will have his day. -- Hamlet, William Shakespeare
A powerful intraday reversal has many investors breathing a sigh of relief. The steady downtrend was showing no signs of abating and was in fact picking up speed as Apple (AAPL) dragged down big-cap technology stocks that had led the market for most of 2007. That selling pressure was the final capitulation that was needed to finally wash out the last hopeful bulls and set us up for a big swing.
But make no mistake -- this was a rally of dogs. The big gainers were the worst groups that have been under pressure for many months. Homebuilders, restaurants, truckers, retailers and banks were the big winners, while stocks like Google (GOOG) and Research In Motion (RIMM) finished solidly in the red.
Despite the quality of the leadership, the intraday swing was of impressive magnitude. That certainly affects sentiment, but it is extremely important to keep in mind that this sort of action is typical of bear markets. The biggest and most aggressive swings occur within market downtrends. According to Investor's Business Daily, nine of the biggest positive days in Wall Street history occurred during the bear market of 2000 to 2002.
It certainly is possible that the big swing yesterday is a short-term bottom. We certainly were oversold enough to support a bounce, and some further upside would not be a surprise. But technically, we have not had a real retest and the market trend is still clearly down.
The nature of the leadership yesterday also makes a turnaround very suspect. The likelihood that the worst is over for economically sensitive groups like truckers and restaurants is questionable. Clearly the thinking behind the move yesterday was that lower rates are going to give banks better margins on loans and help bolster consumer spending. We will have to wait to see whether things will be fixed so easily, but if nothing else, we know that the impact of monetary spending is not going to kick in for six months or more. A strong argument can be made for the proposition that the Fed has been too slow in taking action.
The bears are still out there, and they are patiently waiting for a chance to remount short positions. This countertrend bounce is not going to be without substantial obstacles. I suspect that the bulls may be able to hold things up into the Fed meeting on Tuesday as hope of another rate cut keeps sentiment positive, but after that, we are at the mercy of economic data that are likely to indicate that a recession is still a good possibility.
So enjoy the bounce, but start thinking about exit points and potential shorts down the road. Don't get sucked into the hype that the overemotional pundits are likely to put forth about how this market is going to go straight back up. We will have some rocky action ahead of us, and yesterday's big swing won't change that.
We have a positive open on the way as Nokia (NOK) posted a good report and overseas markets continue to rally. Microsoft's (MSFT) earnings tonight will be the main focus.
---------------------
Ülespoole avanevad:
In reaction to strong earnings/guidance: FFIV +17.4% (also upgraded to Outperform at Baird, announces buy back up to $200 mln in stock), NVEC +16.1%, TRMB +15.1% (also announces repurchase program up to $250 mln), SYMC +9.2%, PLXS +8.4%, PLCM +7.7%, CBST +7.5%, QCOM +7.3%, LSI +7.2%, POT +6.5%, WDC +6.3% (also upgraded to Buy at Deutsche Bank, tgt raised to $38 at Hambrecht), XRX +5.7% (also announces $1 bln buyback), SBCF +4.9%, NOK +4.8%, CTXS +4.4%, FLWS +4.1%, CVO +3.8%, PRXL +3.5%, BAX +3.4%, COF +2.9%, SANM +2.8%, PSSI +2.1%, AMCC +1.7%, BXS +1.5%, WSTL +1.3%, QLGC +1.3%, NE +1.3%... Select European banks trading higher despite weakness at Societe Generale after the co uncovered fraud by a rogue trader: CS + 4.1%, BCS + 3.4%, DB + 1.8%... Other news: MBRK +192.8% (says the FDA approves its Amoxicillin PULSYS for pharyngitis/tonsillitis in adolescents and adults), ADLR +13.3% (Adolor and GSK confirm 'favorable' FDA advisory committee meeting for ENTEREG), MBI 7.8% and ABK +5.1% (Bond insurers trading higher on continued reports regarding potential bailout), SHRP +2.6% (Sharper Image and EB Brands sign licensing agreement). Analyst upgrades: HGSI +8.5% (upgraded to Outperform at Bear Sterns), MFE +6.5% (upgraded to Buy at Citigroup, upgraded to Outperform at Bear Sterns), THC +2.8% (upgraded to Equal Weight at Lehman), NNDS +2.3% (upgraded to Top Pick at RBC).
Allapoole avanevad:
In reaction to weak earnings/guidance: FTK -21.1%, THQI -12.4% (also downgraded to Sell at Broadpoint), EBAY -9.4% (also downgraded to Hold at Citigroup), SPWR -8.4%, MRCY -8.3%, RYN -5.5%, KELYA -5.5%, DLX -4.5%, HSY -4.5%, CY -4.5%, CNS -4.4%, CBE -4.3%, DGII -4.1%, KNX -4.1%, LCC -4.1%, ALK -4.0%, HXL -3.7%, BPFH -3.5%, RKT -3.4%, CCMP -3.2%, PTV -2.9%, WRLD -2.9%, MTSC -2.8%, AVT -2.6%, AVCT -2.6%, CHIC -2.4%, EXR -2.2%, GMT -2.1%, ZOLL -1.9%, SOV -1.8%, SRDX -1.7%, VARI -1.5%... Select solar stocks showing weakness in sympathy with SPWR earnings: SOLF -9.0%, FSLR -3.9%, JASO -3.2%... Select Chinese stocks trading lower: ACH -5.5%, SNP -4.9%, LMC -4.0%, CHA -3.6%, CHL -3.5%, LFC -3.1%... Other news: SCA -9.5% (provides update on its capital plan), BCRX -9.3% (updates Peramivir clinical development plan), HLYS -8.3% (receives deficiency letter from NASDAQ), LINC -6.2% (clarifies impact of alternative lending arrangements, will have a minimal impact), RS -4.7% (replaces accountant and external auditor Ernst & Young with KPMG), XL -4.1% (announces expected charges of $1.5-1.7 bln for Q4 2007 related to credit market conditions)
martk, ma vaatasin 9.01 close eilse close vastu ja see on +27,33% ... see 25% oli umbkaudne pakkumine graafikule pilku heites
Vahepeal tasub peale visata pilk ka tulemuste tabelile. Nädala lõpus teen ka väikese kokkuvõtte.
Viimase tõusu taga ootus uue info osas võlakirjade kindlustajate kohta:
The NYS Insurance Department will issue a statement later this morning on effort regarding bond insurers, spokesman says
The NYS Insurance Department will issue a statement later this morning on effort regarding bond insurers, spokesman says
hmmmmmm... pilk peale visatud ja SUUR küsimus kohe. SPWR tulemused justkui head, aga aktsia hetkel -11% (vahepeal oli isegi rohkem). Miks nii siis???
Existing Home Sales 4.89 mln vs 4.95 mln consensus
Pole kõige hullemad numbrid.
Pole kõige hullemad numbrid.
turg teeb uued tipud majade müüginumbrite peale
üks päev on siis turuosaliste arvates kõik läbi ja teine päev kõik hästi :)
üks päev on siis turuosaliste arvates kõik läbi ja teine päev kõik hästi :)
Heiti, suur küsimus, aga lihtne vastus. Ettevõtte pikaajalised prognoosid vastasid ootustele, kuid lühiajalistes anti negatiivse väljavaatega prognoos. 1. kvartalis oodatakse EPSi $0.33 kuni $0.36 vs konsensus $0.38. 2008. aasta tervikprognoos $2.00 kuni $2.10 vastab aga ootustele $2.06 osas. Praegu lihtsalt turg eelistab lühiajalistele näitudele keskenduda, olles pigem staadiumis, et 'rohkem numbreid, vähem juttu'.
Selge, mustad prillid. Tänud Joel!
Kõige lihtsam oleks arvata, et enne Fedi plaanilist kogunemist suudetakse tugevust hoida, ülemüüdud indeksid aitavad sellele samuti kaasa. Aga teistest foorumitest läbi käinud kolmetäheline lühend sobib siia lõppu muidugi hästi...
Aega ikka kulub veel: White House says no final deal yet on stimulus but good progress is being made