Viimastel päevadel on olnud üha enam kuulda, et 2008. aasta 1. kvartal on varsti läbi saamas ning et turu tõusu võib seostada ka window dressinguga. Ausalt öeldes ei oska seda väga kommenteerida. Närvilisus on jätkuvalt väga suur, seda enam, et paljud indeksid seisavad ka tehniliselt olulistel tasemetel, olles kohati peaaegu lühiajalistest langustrendidest läbi murdnud ja kohati jälle mitte. Eilne väga nõrk tarbijausaldusnumber võeti turu poolt kokkuvõttes hästi vastu, aga vaatame, kuidas tänaste kestvuskaupade tellimuste ja uute majade müüginumbritele reageeritakse.
Aasia turud on praegu öösel miinuses ja ka USA on allapoole tiksunud, S&P500 futuur hetkel -0.33%.
Bloombergi kohaselt on maailma suurim ettevõte taas Exxon, kuna PetroChina kukkumine viiendat päeva järjest on langetanud viimase turuväärtuse $453.1 miljardini. PetroChina aktsia on peale IPOt langenud 58%, samal ajal Exxoni turuväärtus on nafta hindade najal tõusnud aasta jooksul 13% tänase $455.8 miljardini.
Mida LHV ootab majade müügi osas? Pakuks, et langeb veel 575-580K piirimaile... see lõpetaks ka praeguse enam vähem positiivse meeleolu.
Kõige levinumate prognooside kohaselt jääb number 570-580K vahele ning väga negatiivset reakstiooni ei oska nende numbrite peale oodata. Samas on viimasel ajal tõusnud lootused olukorra paranemiseks, seega eeltoodust halvem tulemus avaldaks juba tugevamat survet.
Euroopa aktsiaturgude jaoks oluline IFO indeks taas kord üle ootuste
The headline Ifo index rose to 104.8 in March from February's 104.1 and against a consensus forecast for a fall to 103.4. The strong reading poured cold water on any expectations for near-term euro zone interest rate cuts.
"This is the third consecutive month that the Ifo has come out on the strong side of expectations," said Audrey Childe Freeman, European economist at CIBC World Markets.
"It sort of backs up a continued decoupling story for Germany and the euro zone as a whole," she said, adding that it also backed up views that the ECB would not cut rates anytime soon.
The headline Ifo index rose to 104.8 in March from February's 104.1 and against a consensus forecast for a fall to 103.4. The strong reading poured cold water on any expectations for near-term euro zone interest rate cuts.
"This is the third consecutive month that the Ifo has come out on the strong side of expectations," said Audrey Childe Freeman, European economist at CIBC World Markets.
"It sort of backs up a continued decoupling story for Germany and the euro zone as a whole," she said, adding that it also backed up views that the ECB would not cut rates anytime soon.
Panen ka uute majade müügi graafiku siia.
Tere! Kas põhjamaade turgude info edastusega on migeid probleeme?
tracker, mul sama küsimus.
Kuhu see uute majade müüginumber esimesena ilmub ehk kust saab kõige operatiivsemat infot?
Tänud tähelepanu juhtimise eest, probleemi lahendamisega tegeletakse.
Meredith Whitney Oppenheimerist, kes on Citigroupi (C) osas ikka väga karuselt olnud meelestatud, on täna oma prognoose langetamas. 2008. aastalt ootab ta nüüd EPSi -0.15, varasema +0.75 asemel. 1. kvartalilt prognoosib Whitney, et näeme Citit maha kirjutamas gigantse $13.1 miljardilise summa. Võrdluseks siia, et tänane turu konsensusootus 2008. aastalt on Citile EPSi osas +$1.94.
heikip, tasulistest infokanalitest jooksevad need numbrid läbi sekundite jooksul. Aga algallikas ise siin... Hetkel viimane press release seal on eelmise kuu kohta siis.
Henno poolt pisut eespool kirjeldatud uudis on ka euro tugevuse taga, mis on dollari vastu täna tõusnud +0.8% 1.5735 tasemele.
Joel, selle 26/03/08 12:45 posti kommentaariks kopeerin siia Sinu enda postitatud Meredith Whitney arvamused 17. märtsist, tasub tähele panna, et Meredithi arvamus on ennegi väga paikapidav olnud :)
Oppenheimer analyst Whitney on CNBC says JPM was the only bank on the street that had the flexibility to do this deal (4.88 -25.14). Says there are people in denial that are holding onto the stock, or they are holding onto the idea that a white night comes in, but she advises shareholders to sell as there is nobody else that is going to come in here.
Lehman Brothers: Oppenheimer analyst Meredith Whitney also says that to suggest that Lehman is going to go out of business is a real stretch (31.21 -8.05).
Oppenheimer analyst Whitney on CNBC says JPM was the only bank on the street that had the flexibility to do this deal (4.88 -25.14). Says there are people in denial that are holding onto the stock, or they are holding onto the idea that a white night comes in, but she advises shareholders to sell as there is nobody else that is going to come in here.
Lehman Brothers: Oppenheimer analyst Meredith Whitney also says that to suggest that Lehman is going to go out of business is a real stretch (31.21 -8.05).
Motorola on võtmas tõsiseid samme ette, et ettevõtte nimi maailma areenile veel tagasi tuleks. 2009. aastaks võib olla ettevõtte jagunenud kahte eraldi ossa. Aktsia eelturul +6%.
Motorola commences process to create two independent companies (9.76 ) : Co announces that its Board of Directors has commenced a process to create two independent, publicly-traded companies. Today's decision follows the co's January 31, 2008 announced evaluation of the structural and strategic realignment of its businesses and represents affirmative steps to position its Mobile Devices and Broadband & Mobility Solutions businesses for success, while creating value for all Motorola shareholders. Based on current plans, the creation of the two stand-alone businesses is expected to take the form of a tax-free distribution to Motorola's shareholders, subject to further financial, tax and legal analysis, resulting in shareholders holding shares of two independent and publicly-traded cos. The co expects that the separation of its businesses, if consummated, would take place in 2009. The co will host a conference call today March 26, beginning at 8:30ET.
Motorola commences process to create two independent companies (9.76 ) : Co announces that its Board of Directors has commenced a process to create two independent, publicly-traded companies. Today's decision follows the co's January 31, 2008 announced evaluation of the structural and strategic realignment of its businesses and represents affirmative steps to position its Mobile Devices and Broadband & Mobility Solutions businesses for success, while creating value for all Motorola shareholders. Based on current plans, the creation of the two stand-alone businesses is expected to take the form of a tax-free distribution to Motorola's shareholders, subject to further financial, tax and legal analysis, resulting in shareholders holding shares of two independent and publicly-traded cos. The co expects that the separation of its businesses, if consummated, would take place in 2009. The co will host a conference call today March 26, beginning at 8:30ET.
Ford on müümas Jaguari ja Land Roverit 2.3 mld USD eest Tata Motorsile. Paistab, et India odavate autode tootja astub tulevikus Detroidi kolmikule valusasti kandadele.
LHV foorumlastele hästi tuntud Jim Cramer on kergitamas TheStreet.com aktsiat :)
TheStreet.com: Cramer likely to renew multi-year contract, providing a strong catalyst - Merriman (8.41 )
Merriman believes that Cramer is likely to renew a multi-year contract with TSCM, providing a strong catalyst for the stock. Cramer's last contract lasted from August 2005 through Dec 2007 and was extended a few times with an expiration on April 15, 2008. In the next couple of weeks, they believe that the contract will be renewed, potentially removing a significant overhang on the stock. At 10x EV/EBITDA, we believe that TheStreet.com is among the most attractive small cap online media names with upside potential of 50-100% over the next 12 months.
TheStreet.com: Cramer likely to renew multi-year contract, providing a strong catalyst - Merriman (8.41 )
Merriman believes that Cramer is likely to renew a multi-year contract with TSCM, providing a strong catalyst for the stock. Cramer's last contract lasted from August 2005 through Dec 2007 and was extended a few times with an expiration on April 15, 2008. In the next couple of weeks, they believe that the contract will be renewed, potentially removing a significant overhang on the stock. At 10x EV/EBITDA, we believe that TheStreet.com is among the most attractive small cap online media names with upside potential of 50-100% over the next 12 months.
Tapame positivismi:
February Durable Goods Orders ex-trans -2.6% vs -0.3% consensus, prior -1.6%
February Durable Goods Orders -1.7% vs +0.7% consensus, prior -5.3%
February Durable Goods Orders ex-trans -2.6% vs -0.3% consensus, prior -1.6%
February Durable Goods Orders -1.7% vs +0.7% consensus, prior -5.3%
Nondefense capital goods ex-aircraft isegi olulisem kui durable ex-transport.
-2,6% vs -0,10% consensus
-2,6% vs -0,10% consensus
Saksamaa DAX -0.26%
Prantsusmaa CAC 40 -0.42%
Inglismaa FTSE 100 -0.58%
Hispaania IBEX -0.62%
Venemaa MICEX +0.16%
Poola WIG +0.06%
Aasia turud:
Jaapani Nikkei 225 -0.30%
Hong Kongi Hang Seng +0.68%
Hiina Shanghai A (kodumaine) -0.63%
Hiina Shanghai B (välismaine) -0.30%
Lõuna-Korea Kosdaq +0.03%
Tai Set -0.33%
India Sensex -0.81%