Leidsin ühe artikli Hiina börsi kohta (link). Kuna 70-80% käibest tuleb jaeinvestoritelt, kes on rohkem spekulandid kui investorid, siis turgude langus motiveerib raha välja võtma ning alternatiivseid teenimisvõimalusi otsima. Mis tähendab seda, kui ühel hetkel momentum pöördub, võib see meelitada rahvast taas väärtpaberikontosid avama. Makro asemel hinnatakse olulisemaks seda, mida teeb keskpank likviidsuse osas. Lisan siia lõppu veel ühe Youtube'i klipi: Retail investors take gamble on China's stocks casino
ymera, Canaccordi init buy LULU ja tgt 91, peaks minema ka samasse auku?
ymeramees
Mõlemad shordid või?
Ei, mõtlesin ikka ,et shordid tõmbavad korraliku squeesi käima.
Aga ma olen loll ,niiet ma ei tea.
Kõik CF suhtes jube pos olnud ja nüüd siis peale Dahlmani Piper ka arvamusel, et ootused way liiga kõrged.
Piper Jaffray downgraded CF Industries citing valuation and expectations for cyclical peak earnings concerns to arise again. The firm lowered its price target for shares to $227 from $250.
Dahlman Rose sektoris vist tegija, tavaliselt esimesena jaol ja tema ütles 15 okt juba nii ->Dahlman Rose downgraded CF Industries based on valuation and high 2013 expectations.
Piper Jaffray downgraded CF Industries citing valuation and expectations for cyclical peak earnings concerns to arise again. The firm lowered its price target for shares to $227 from $250.
Dahlman Rose sektoris vist tegija, tavaliselt esimesena jaol ja tema ütles 15 okt juba nii ->Dahlman Rose downgraded CF Industries based on valuation and high 2013 expectations.
LULU init Canaccord läheb viiendale riiulile. Sealt vist peksa ei tohiks ehk saada. Samas Canaccordi dg RIMM-le koos targeti tõstmisega to $10 ei ole ma kindel. Sealt peaks peksa saama nii sixty-fifty küll.
Krookus, DELL-i short int on mingi 3%, aktsiaid on nii palju, et selle liikumine ei tule kunagi väga kaunis.
Krookus, DELL-i short int on mingi 3%, aktsiaid on nii palju, et selle liikumine ei tule kunagi väga kaunis.
Bank of Greece says Greek unemployment to exceed 26% in 2013-2014
Troika ootus oli tuleval aastal alla 23%
Troika ootus oli tuleval aastal alla 23%
Jefco tähelepanek DECK suhtes -> Deckers Outdoor Ugg brand interst picking up, according to Jefferies
VRSN sai reedel korralikult peksa->After the Department of Commerce approved the renewal of VeriSign's .com contract with the Internet Corporation for Assigned Names and Numbers, Wells Fargo reports that the deal forces VeriSign to obtain the department's approval for price increases in four of the six years of the contract, while increases must be based on unspecified new criteria. However, the firm thinks the deal is positive for the company as many investors had expected worse terms. It maintains an Outperform rating.
Kuigi analüüsimajad olid pigem positiivsed ei suudetud märkimisväärset põrget vormistada ja täna on Barrons ettevõtte kohta väljas positiivse ülevaatega. Kas täna tullakse ostma?http://online.barrons.com/article/SB50001424052748704526104578116891029736104.html
Kuigi analüüsimajad olid pigem positiivsed ei suudetud märkimisväärset põrget vormistada ja täna on Barrons ettevõtte kohta väljas positiivse ülevaatega. Kas täna tullakse ostma?http://online.barrons.com/article/SB50001424052748704526104578116891029736104.html
Lazard Capital on siin GMCR hinnasihti taas tõstmas $42->$56 kuigi nad alles 28 nov tõstsid $39->$42. Ei imestaks, kui esimese hooga ostma tullakse.
Wells Fargo reports that the deal forces VeriSign to obtain the department's approval for price increases in four of the six years of the contract, while increases must be based on unspecified new criteria. However, the firm thinks the deal is positive for the company as many investors had expected worse terms. It maintains an Outperform rating.
Kui lüütik ütleb midagi sellist, aga stocki müüakse, siis järsku lüütik ei ole asjast päris korrektselt aru saanud?
Kui lüütik ütleb midagi sellist, aga stocki müüakse, siis järsku lüütik ei ole asjast päris korrektselt aru saanud?
ymera palju YHOO sisse saab?
turud reageerisid mõni hetk tagasi veidi etteruttavalt uudisele, et Hispaania on ametlikult abi palunud....täpsemalt siis oma pankade rekapitaliseermiseseks. Erinevalt riigiabist, mida pikkisilmi oodatakse, oli pankade rekapitaliseerimise plaan tegelikult juba ammu teada ning sealt ka kiire allatulek. Hetkel suudetakse taset siiski hoida, ES +0,5%.
ES
ES
Real M&A CBRL kallal, spekuleeritakse $82 ülevõttu
http://www.bloomberg.com/news/2012-11-30/cracker-barrel-s-steaks-stores-seen-luring-bid-real-m-a.html
http://www.bloomberg.com/news/2012-11-30/cracker-barrel-s-steaks-stores-seen-luring-bid-real-m-a.html
Vaikselt hakkab läbi tilkuma autotootjate USA novembri müüginumbrid, mis kuu esimeses pooles olid negatiivselt mõjutatud Sandy tormist, kuid kuu teises pooles said jällegi maha kantud sõidukite arvelt tuge. Chrysler teeb otsa lahti kerge pettumusega
Chrysler November US sales: +14%, Exp. +16%
Chrysler November US sales: +14%, Exp. +16%
Gapping up
In reaction to strong earnings/guidance: CONN +4.0%, (announces public offering of 3,591,621 shares of common stock by certain selling stockholders and 1,408,379 shares of common stock by the co).
Select metals/mining stocks trading higher: RGLD +4.3%, VALE +1.5%, RIO +1.2%, .
Select oil/gas related names showing strength: RIG +1.7% (Barron's profiles positive view on Transocean), E +1.4%, PBR +1.4%, TOT +1.1% (upgraded to Buy at Deutsche Bank), .
Other news: SCMP +15.3% (announces approval of a supplemental application for updates to AMITIZA (lubiprostone) pregnancy labeling), PPHM +6.7% (continue strength), SVU +4.2% (still checking for anything specific, Supervalu confirmed last week that review of strategic alternatives is proceeding), GEO +2.8% (Geo Group sets record date for potential $340-360 mln Special Dividend; dividend subject to approval by Board), VMC +2.2% (ticking higher, Vulcan Materials may get friendly bid from Martin Marietta, according to reports), SAP +1.7% (still checking), NTLS +1.5% (continued strength), FB +0.6% (is in discussions to purchase online messenger WhatsApp, according to reports), LMCA +0.4% (ticking higher, Barron's discusses positive view on LIberty Media).
Analyst comments: DECK +8.4% (light volume, upgraded to Buy from Neutral at Sterne Agee), DELL +5.4% (upgraded to Buy from Sell at Goldman), IGT +3% (upgraded to Buy from Hold at Deutsche Bank), ERIC +1.2% (upgraded to Outperform from Sector Perform at RBC Capital), GMCR +1.2% ( tgt to $56 from $42 at Lazard),
In reaction to strong earnings/guidance: CONN +4.0%, (announces public offering of 3,591,621 shares of common stock by certain selling stockholders and 1,408,379 shares of common stock by the co).
Select metals/mining stocks trading higher: RGLD +4.3%, VALE +1.5%, RIO +1.2%, .
Select oil/gas related names showing strength: RIG +1.7% (Barron's profiles positive view on Transocean), E +1.4%, PBR +1.4%, TOT +1.1% (upgraded to Buy at Deutsche Bank), .
Other news: SCMP +15.3% (announces approval of a supplemental application for updates to AMITIZA (lubiprostone) pregnancy labeling), PPHM +6.7% (continue strength), SVU +4.2% (still checking for anything specific, Supervalu confirmed last week that review of strategic alternatives is proceeding), GEO +2.8% (Geo Group sets record date for potential $340-360 mln Special Dividend; dividend subject to approval by Board), VMC +2.2% (ticking higher, Vulcan Materials may get friendly bid from Martin Marietta, according to reports), SAP +1.7% (still checking), NTLS +1.5% (continued strength), FB +0.6% (is in discussions to purchase online messenger WhatsApp, according to reports), LMCA +0.4% (ticking higher, Barron's discusses positive view on LIberty Media).
Analyst comments: DECK +8.4% (light volume, upgraded to Buy from Neutral at Sterne Agee), DELL +5.4% (upgraded to Buy from Sell at Goldman), IGT +3% (upgraded to Buy from Hold at Deutsche Bank), ERIC +1.2% (upgraded to Outperform from Sector Perform at RBC Capital), GMCR +1.2% ( tgt to $56 from $42 at Lazard),
Gapping down:
General news: HMA -5.4% (Health Management issues statement in response to '60 Minutes' report), MYGN -5.1% (Supreme Court of the United States to Hear Isolated DNA Patent Case, downgraded to Neutral at Mizuho), YHOO -2.8% (reports judgment in lawsuit in Mexico ), GFI -2.3% (still checking), ETN -1.9% (completed CBE acquisition on Friday).
Analyst comments: RIMM -2.8% (downgraded to Sell from Hold at Canaccord Genuity), QLGC -1.9% (downgraded to Sell from Neutral at Goldman), RATE -1.7% (downgraded to Sector Perform from Outperform at RBC Capital), CF -0.5% (downgraded to Neutral from Overweight at Piper Jaffray)
General news: HMA -5.4% (Health Management issues statement in response to '60 Minutes' report), MYGN -5.1% (Supreme Court of the United States to Hear Isolated DNA Patent Case, downgraded to Neutral at Mizuho), YHOO -2.8% (reports judgment in lawsuit in Mexico ), GFI -2.3% (still checking), ETN -1.9% (completed CBE acquisition on Friday).
Analyst comments: RIMM -2.8% (downgraded to Sell from Hold at Canaccord Genuity), QLGC -1.9% (downgraded to Sell from Neutral at Goldman), RATE -1.7% (downgraded to Sector Perform from Outperform at RBC Capital), CF -0.5% (downgraded to Neutral from Overweight at Piper Jaffray)
Markiti poolt koostatav USA PMI esialgsest näidust veidi parem
US MARKIT US PMI FINAL (NOV) ROSE TO 52.8 VS 52.1 EXPECTED AND 52.4 PRIOR.
US MARKIT US PMI FINAL (NOV) ROSE TO 52.8 VS 52.1 EXPECTED AND 52.4 PRIOR.
Fordi USA müük novembris +6,5% vs Edmunds.comi 3,0% ootus (konsensus 2,4%)
Zerohedge aitab ka täna tekkinud Shanghai Comp küsimusele vastuse leidmisel kaasa :)
It is not that difficult to understand: no PBOC easing, no SHCOMP bounce.
It is not that difficult to understand: no PBOC easing, no SHCOMP bounce.
Erko Rebane
Zerohedge aitab ka täna tekkinud Shanghai Comp küsimusele vastuse leidmisel kaasa :)
It is not that difficult to understand: no PBOC easing, no SHCOMP bounce.
No ok Erko aga pane nüüd see rahapakkumise graaf ka siia ,seal oli minu meelest FED suht alumine ja Hiinlased kõige üleval