Joeli lõunase kommentaari juurde lisaks, et UBS andis GME'le täna downgrade, kuid hinnasiht tõsteti 65 peale. Aktsia uudise peale 5% miinuses. Kuigi GME on aasta prognoose tõstnud ning pole välistatud, et ka neid ületatakse, oli kainenemist igaljuhul vaja.
UBS believes that implied return is insufficient to rate the stock Buy. Firm notes that the stock has more than doubled YTD, and while strong sentiment, industry momentum, and positive nearterm catalysts should enable it to reach their price target, they see limited upside potential from there. The firm expects 3Q results to exceed guidance on the strength of Halo 3 (MSFT), continued industry momentum (hardware and software), market share gains, and more solid execution. That said, 4Q upside may be more muted given already high expectations and tough comps post Wii/PS3 hardware launches last year. Additionally, UBS thinks it will be difficult for guidance heading into '08 to significantly exceed high expectations.
Altria Group Inc. (MO) on Thursday filed with the Securities and Exchange Commission to spin off its international tobacco unit, Philip Morris International Inc. Each Altria stockholder will receive one share of Philip Morris International's common stock for each Altria share owned, New York-based Altria said in the SEC filing. Following the spinoff, Altria common stock will continue to trade on the New York Stock Exchange under the ticker symbol MO and Philip Morris International's common stock will trade on the New York Stock Exchange separately.
Oleme jõudnud tagasi faasi, kus kuulujutud ja arvamused liigutavad miljoneid dollareid:
Bear Stearns sees sudden 2.6 pt drop after CNBC's David Faber comments he's hearing that BSC is not in talks with anyone regarding sale of stake in co:
aga turg, mis uudise peale tõusis, on samal tasemel, isegi kõrgemal, huvitav kas nordea spekul. said aluse samast allkast:)?
Jah, praegune turg meenutab ilusat mai-juuni olukorda, kus olid ka head uudised tõusu katalüsaatoriks ja halvad uudised samamoodi. See hirm, mis oli poolteist kuud tagasi on nagu halb uni, mis hommikuse näo värskendusveega alla läheb. Võidusõidu hobustele on jälle silmaklapid pähe torgatud ja sõit käib täie hooga. Niikaua kuni need väga halbade uudiste ( ei tea, mis on sellele turule tõsiselt võetav halb uudis ) saatel maha rebitakse. Niikaua jälgime sõittu. :)
Goldman Sachs joins the bears
Goldman Sachs has abandoned its ultra-bullish view of the world economy, warning of a likely recession in Japan and mounting risks that the US property slump could spread to parts of Europe, reports the Daily Telegraph. In a new report on the global economic “crunch”, Goldman’s chief economist Jim O’Neill says while BRIC countries remain a bright spot, it is no longer certain that Asia and Europe can pick up the growth baton as America stumbles. In an abrupt shift for the bank known as the “cheer leader” of the global boom, the report warns that turmoil is spreading beyond the debt markets to the factory floor.
Goldman Sachs has abandoned its ultra-bullish view of the world economy, warning of a likely recession in Japan and mounting risks that the US property slump could spread to parts of Europe, reports the Daily Telegraph. In a new report on the global economic “crunch”, Goldman’s chief economist Jim O’Neill says while BRIC countries remain a bright spot, it is no longer certain that Asia and Europe can pick up the growth baton as America stumbles. In an abrupt shift for the bank known as the “cheer leader” of the global boom, the report warns that turmoil is spreading beyond the debt markets to the factory floor.
Goldmani tasub üldiselt kuulata - seda näitasid ka ettevõtte hiljutised tulemused, et intellektuaalne kapital on neil hea (mäletavasti nädal aega tagasi teatatud tulemustest selgus, et lühikese positsiooniga hüpoteeklaenude turul on tehtud märkimisväärset raha) ning vähemasti viimastel kvartalitel on turutrende väga hästi ette prognoositud.