Ericsson 15% plussis
Eelmise aasta kasum oli 2,8Mld SEK, konsensus ootas väikest kahjumit.
Elcoteq 7,7% miinuses, kasum oli oodatust väiksem. Dividendiks esitatakse 0,9€ - ehk praeguse 18€ aktsiahinna juures 5%. Ärge püüdke langevat nuga püüda, kuid mingi hetk on Elco hea ost.
NY-s asub üks pro trading firma nimega HLV ja neile meeldib samuti logos punakas-oranz toon.
Peaaegu iga inimene teab, kuidas raha teenida, kuid mitte ükski miljonist ei tea, kuidas raha kulutada. (H.D.Thoreau)
Peaaegu iga inimene teab, kuidas raha teenida, kuid mitte ükski miljonist ei tea, kuidas raha kulutada. (H.D.Thoreau)
Mõned teemad tänaseks päevaks:
- Ericsson (ERICY) kaupleb täna hommikul üle 10% plussis, kuna firma kvartalitulemused ületasid analüütikute ootusi. Firma näitas esimese kvartaalise kasumi alates 2001. aastast. Muud telco sektoris asuvad nagu Nokia (NOK), Alcatel (ALA) kauplevad sümpaatias kaasa.
Goldman Sachs on Euroopas väljas upgreidiga Outperform peale.
- Ameritrade (AMTD) põhimõtteliselt kinnitas oma juba varem laia prognoosiavahemikku selleks kvartaliks. Jooksev kvartal $0.13-$0.19 vs konsensus $0.17. Esialgne reaktsioon kergelt positiivne.
- NY Post kirjutab, et Nokia (NOK) N-Gage mängukonsool-telefon ei ole saanud eriti sooja vastuvõttu Ameerikas. Suurim mängude jaemüüja GameStop (GME) teatas, et lõpetab N-Gage müümise. Siiski, kui N-Gage osutub täielikuks flopiks, mõjutab see Nokia kasumit aktsia kohta 2-3 sendi võrra.
- 08:30 Hourly Earnings 0.1% vs 0.2% consensus
- 08:30 Non-farm Payrolls 112k vs 165k consensus; Unemployment rate 5.6% vs 5.7% consensus
Turu reaktsioon neutraalne. Dollar kukkus euro vastu esimese reaktsioonina 0.5%. Mõned turuosalised ootasid ilmselt paremaid tulemusi. Ühelt poolt paljuräägitud "considerable time" väljendi ärajätmine FED-i poolt ning teiselt poolt George W. Bushi plaanitud esinemine "Meet The Press" saates pühapäeva õhtul. Ilmselt olid mitmed turuosalised mänginud selle peale, et pärast halbu tööturunumbreid Bush ennast rahvale ei näitaks. FWIW.
- Schering-Plough (SGP) on täna hommikul 1-2% miinuses võrreldes eelmise päeva sulgumishinnaga. Põhjuseks uudis, et firma katkestab kõpsuvähi ravimi SARASAR katsed, kuna ei ole täheldatud piisavat efektiivsust.
Prudential on täna hommikul väljas nupukesega, mille pealkiri on selline: "SARASAR FAILS...WHO CARES? ZOCOR/ZETIA IS WHAT MATTERS MOST"
Olen täiesti nõus.
- Warnaco (WRNC) uuendus LHV Pro all on tegemisel.
- Gary B. Smith:
- RevShark:
The employment report is rather anticlimactic after all of the build up. There are some positives such as the hours worked, the drop in the unemployment rate and the revision up last month, but the key number for January was below expectations.
We are trading up a bit on the news but this report does not look good enough to produce any major changes in the overall view of the economy. Job growth is still sluggish but there are some signs of progress. The good news is that bonds are up on the news, which means folks think the FOMC will keep interest rate increases on hold for a while longer.
I'm going to be very careful about chasing strength today. I don't think there are sufficient catalysts in this report to produce a meaningful bounce.
"Over? Did you say 'over'? Nothing is over until WE decide it is! Was it over when the Germans bombed Peal Harbor? Hell no!"
-- John Belushi, Animal House
Is the year-long rally over? Is the market heading for its first significant correction since 2002? Things are looking precarious at the moment and the bulls are going to have to pull themselves together if they are going to keep this market intact.
The indices managed a minor bounce yesterday but it came on light volume and without much enthusiasm. The strong momentum that we have seen throughout the rally has slowed dramatically this week. Many of the momentum favorites have fallen quite hard and so far have not managed any decent bounces.
The bulls have pinned their hopes on a strong employment report this morning to put things back on track. Optimism about a solid report is high, but we are going to have to look at the entire report before reaching conclusions because a significant adjustment of prior data will also be released.
Does a good jobs report mean it is clear sailing for the bulls? Do we go straight back up and run for new highs? It is probably not going to be that easy. Although a strong employment report clearly holds many positives both economically and politically, there are some negatives. Foremost is that interest rates are likely to increase as employment increases. This will weigh on home builders, lenders and certain financials.
Rising employment also means companies are going to have to spend more money. Rising productivity has allowed companies to increase their profit margins and put more profits on the bottom line. Hiring new employees comes at much greater cost than increased productivity.
The biggest reason to be skeptical about the possibility of the jobs report moving this market back to new highs is the weak technical picture. We have sold off hard over the last couple of weeks with at least three days of distribution. The Nasdaq has support at its 50-day moving average and the 2000 level, but there also is some very tough overhead to contend with.
I would not be surprised to see a good jobs report propel the Nasdaq up sufficiently to fill the gap on the chart at 2045 to 2057 that was created on Wednesday morning. But after that gap is filled the bulls have their work cut out for them. I expect to see heavy selling pressure kick in if we manage to make it to the 2050 to 2060 area.
Action in key sectors is also problematic. The groups that are the best leaders -- chips, biotechnology, networkers and Internet -- have been struggling. Pharmaceuticals and some cyclicals have supported the DJIA but those aren't the stocks that are really going to propel the market higher. We need the "hot money" groups to see some action if we are going to have significant upside.
I'm no bear. I think this market has more upside over the next six months but I'm concerned about the short term. We had quite a frenzy of buying to start the year and that comes at a cost. We have to pay a price before we can try again and I'm not so sure the bulls are done paying their dues.
In the early going we have a positive tone as market participants await the employment report. There isn't much else to say or do until these numbers are out and the market starts to react. It is likely to be a spiky day. Be careful out there.
Futuurid: Naz0.10% SP0.11%
sB
ma vabandan, aga mulle tundub, et languspäevadel sureb asi välja?
kui just keegi ennast solvatuna ewi tunne
kui just keegi ennast solvatuna ewi tunne
RiQ
pidime aastat 2 tagasi tegelt kohtuma, äkki saame nüüd?
pidime aastat 2 tagasi tegelt kohtuma, äkki saame nüüd?
Tegelt ootan Riq
5153474
5153474
tegelt voiks nagu vanadel headel aegadel massiliselt kokku saada..
mis pub see oligi maakri/ radissoni nurga peal..
mis pub see oligi maakri/ radissoni nurga peal..
Ehe börsianalüütik:
http://www.theonion.com/4005/opinion2.html
+ veel üks "tegija":
http://www.theonion.com/onion3307/employee_of_month_3307.html
http://www.theonion.com/4005/opinion2.html
+ veel üks "tegija":
http://www.theonion.com/onion3307/employee_of_month_3307.html
28.jaanuari bösipäeva foorumist selline lõik: Linnugripp hakkab oma koledat pead Aasias järjest enam tõstma. Tõenäoliselt hakkab see mõjutama mingil hetkel ka USA tootjate tulemusi ning järgnevatel sulelistega seotud aktsiatel tasub silm peale hoida: TSN (30%), IBA (30%), PPC, RCF, SDA (kanafarmid), SAFM, PDA ning ka CALM (short interest 40%).
Vaadke, mida need aktsiad teinud on viimastel nädalatel, tundub, et keegi juba teadis linnugripist USAs (tasub vaid meenutada hullulehma tõvega seonduvat, kus avalikkust teavitati tõvest kaks nädalat hiljem).