Bloombergis päris huvitav video. Räägitakse Hiina hinnatasemtest ning mõnigatest odavamatest piirkondadest Aasias. Samuti on DWS Thematic fFnd lisanud oma positsiooni mõningaid suuremaid Euroopa pankasid tänu odavale hinnatasemele (näiteks UBS) ning nende arvates toob järgnevad 3-4 nädalat toovad sub-prime jamasse rohkem selgust (ehk siis selguvad võitjad ja kaotajad)...
FRANKFURT, Oct 3 (Reuters) - Deutsche Bank expects net profit to rise to more than $2 billion in the third quarter despite more than $3 billion in write-downs in the wake of global credit market turmoil, it said on Wednesday. Germany's biggest bank said it expected quarterly net profit of above 1.4 billion euros ($2 billion), although it would take charges of 700 million euros on its leveraged loan commitments and 1.5 billion euros on items such as structured credit products and mortgage-backed securities. It had net profit of 1.25 billion euros in the third quarter of 2006.
Keegi võiks miski writedownide edetabeli teha - DB siis platseerub UBS järele, kuid Citigroupi ette ...
Henno, ma ei usu, et REITid niimoodi lendavad. Esiteks koosneb sektor väga erinevatest opereerijatest ning korterid on vaid üks osa. Teiseks ei ole nad nii ülemüüdud (põhjast ju päris korralikult põrganud) ning lühikeseks müüdud aktsiate protsent tunduvalt väiksem.
Oliver. 2004. aasta detsembris kirjutasid väikese ülevaate OLED tehnoloogiast. Link. Arvestades viimaseid uudiseid, ei midagi väga uut, kuid kui aeg küps, siis aetakse asi kuumaks.
1) SNE said Monday it will begin selling the world's first ultra-thin flat-screen television based on organic light-emitting diode technology in December, as the race to develop next-generation televisions heats up
2) Brean Murray say due to such advantages as higher brightness, lower required power, flexibility, and wider viewing angles, firm believes Organic Light Emitting Diodes will become an important display technology. While current OLED sales are modest, market forecasts have sales growing to several billion dollars over the next three to four years. Firm notes last month, Sumitomo Chemical of Japan completed the purchase of OLED manufacturer Cambridge Display for $12 per share. Yesterday, Sony announced it was introducing the world's first flat-panel television set based on OLED technology. Firm believes these events indicate a bright future for OLEDs and continue to recommend PANL as a Buy.
eMagin on esimene kes tõenäoliselt selles sektoris kasumisse jõuab väike aga tubli olnud: 8Q järjest on käivet kasvatatud qoq finantsraskused on selja taha jäänud, selle eest lõivu peab maksma dilutimise näol - aktsiate arv kasvab kuni 30m, (aga muud valikut ei olnud) hiljuti saadud overdraft lisab paindlikust minu mudeli järgi võiks hiljemalt 2008 lõpuks tulla esimesed mustad Q numbrid, kuid see võib ka varem tulla - tehase overheadi ekspluateerimine on käibe kasvades oluliselt efektiivsem kui oodata oskasin oma väikse marketc(r)api tõttu pole kuigi inn ticker. hoian - ikka veel
The September employment data on Friday will be a big release. If payrolls rise 100,000, the recession talk that developed with the 4,000 August decline will fade. The ADP payroll report this morning brings good news in that regard. It showed a 58,000 increase in private employment for September. Government payrolls are not included, and they dropped 28,000 in the official August payroll data. A reversal of that in September could easily produce a total 100,000 nonfarm payroll gain.
A Chill in the Air? By Rev Shark RealMoney.com Contributor 10/3/2007 7:32 AM EDT
Obstinacy is ever most positive when it is most in the wrong. -- Suzanne Curchod Necker
Stocks have remained stubbornly strong since mid-August when the Fed first took steps to ease the debt crisis by cutting the discount rate. That started a bounce off the lows, as it was then widely anticipated that the Fed would cut the federal funds rate at its meeting on Sept. 18.
The Fed ended cutting by a greater-than-expected amount, but there was never any "sell the news" reaction, despite the fact that the move was so highly anticipated. Those folks who were looking for things to finally slow down started thinking that we'd finally see some selling after the third quarter ended and window-dressing pressure subsided. So far, that hasn't happened either.
This continued ascent with little pause has left many investors poorly positioned and struggling to produce performance. While they may feel that there are few good reasons for the market to continue to run so strongly, they are even more concerned about being left behind should they be wrong. The rationality of the market seems questionable, but trying to fight it when it has such strong momentum is not the way to make money.
One interesting development lately has been the strong action in small-caps and crazy "bubble-like" trading in many Chinese stocks. Investors are obviously feeling very confident and are willing to trade in Ponzi-scheme fashion in a select number of stocks. That action ultimately ends badly but it can persist longer than you think it might.
The most important thing for investors to keep in mind right now is that danger is growing as investors become increasingly optimistic, fear subsides and technical conditions become extended. In addition, we have earnings season rapidly approaching, which can serve as a convenient catalyst for profit-taking should expectations be too high as the numbers roll out.
Underestimating the strength of this market has been a bad move for well over a year now. At some point that will change, but there is still nothing in the price action to indicate that a highly defensive posture should be cultivated. Yes, the negative macro arguments are easy to make and are downright compelling in many cases, but they are being ignored. Being right in theory is cold comfort if you lose money in the process.
The big question on my mind this morning is whether things will cool off a bit now as the positive seasonality at the beginning of new quarter wanes. We have not seen any major consolidation since the August low, and with earnings coming up soon, there will be a convenient excuse to do so. For now, the bulls continue to be in control, and the long side is the place to be.
We have a slightly soft open this morning. Overseas markets were mixed and there isn't much news on the wires at the moment. Gold and oil are trading up slightly. ---------------------- Ülespoole avanevad:
China stocks continue to see volatility, with mixed trading in individual names this morning after the Hang Seng index was down 2.6%; the following are set to gap higher: EFUT +34.0% (announces Beijing tourism group selects it as centralized purchasing and visual process mgmt system provider), GRRF +25.3%, CDS +21.2%, HIHO +17.7%, CSUN +3.9%... Other news: MBRX 21.1% (announces European Commission grants Orphan Medicinal Product Designation to MB07133), WON +10.7% (co and CBS Radio announce execution of definitive agreement), SSTR +5.6% (still checking for any news), STEM +4.6% (Reuters reports that GSK, AZN and Roche back stem cells for drug tests), PMCS +3.9% (upgraded to Overweight at Morgan Stanley), DB +2.6% (reports it will take $3.3 bln charge on leveraged loans, credit products).
Allapoole avanevad:
On weak earnings/guidance: MWY -12.6%, MU -5.3% PFCB -4.2%... China stocks continue to see volatility, with mixed trading in individual names this morning after the Hang Seng index was down 2.6%: CTDC -8%, CHNR -5.5%, RCH -5.7%, CEA -5.2%, JRJC -4.6%, PTR -4.3%, HNP -4%, ACTS -3.8%, ZNH -3.8%... Other news: MPEL -7.5%, LVS -5.4%, WYNN -5.2% (hearing weakness attributed to cautious comments from a tier-1 firm), CRNT -6.7% (downgraded to Underperform at Collins Stewart), CREE -5.3% (downgraded to Sell from Hold at Canaccord Adams), EXM -3.9% (announces plan to offer $100 mln in Convertible Senior notes).
Oliver, pole veel nii rikas, et sellise asja peale niiasama raha kulutada, ennem oleks PS-le rooli vaja ;-)
3D Visor iseenesest tundub rohkem selline kõrval teema olevat, nad kunagi sellest väga ei räägi kuigi selle toote võimalik edu annaks olulise bonuse tuludesse, 100% omavalmistatud ning eeldatavasti parema marginaaliga põhirõhk on siiski oled komponentide tootmisel klientide seadmetele
Hetkel on Gmarket saavutanud praktiliselt meie prognoositud hinnasihi ning ODAVAKS ma aktsiat enam ei pea (samas mitte ka ülikalliks). Osta nendelt tasemetelt aktsiat hetkel ei tahaks... Samas pean tõdema, et Yahoo poolt ülevõtu võimalus kehtib ikka.
Earlier, Qatar Investment Authority put pressure on Financial Supervisory Authority to rule on its suitability to be an owner of OMX at the same time as it rules on Bourse Dubai/Nasdaq (so that it will not be disadvantaged). It filed a document with the Financial Supervisory Authority on Tuesday requesting approval to take a larger stake in the OMX than it currently has (just below 10%). Bourse Dubai/Nasdaq is known to own 47.6% of the exchange. It has now been revealed that Citigroup made a block trade in OMX for 950,000 shares (0.8% of OMX) at 286 SEK per share. It is thought that the bank would most likely be operating for Qatar.