Esialgu vaataks ikka, mis täna toimub. Aga koos juunikuu numbrite korrigeerimisega tundub see piisavalt kehv raport, et turud taas närvilisemaks muuta (õnneks erasektoris lisandus siiski 71K töökohta, mis väga suur möödapanek ei ole). Hetkel:
- Futuurid korralikult allapoole kolistanud
- Mitmete USA valitsuse võlakirjade tulusused teevad uusi põhju
http://www.zerohedge.com/article/russia-fire-extinguishers-interactive-visualization-country-fire
Tänan, info eest
Mikk, korralik kolistamine hakkab LHV terminoloogias kuskohast?
Defineeri LHV!
[tahtsin ka öelda midagi]
[tahtsin ka öelda midagi]
Herr Noda on kahtlemata über delighted praegu UJ liikumise üle.
Jeeni vastu on dollar kukkunud viimase poole tunni jooksul üle 1%, murdes läbi kolmapäevase põhja 85,32. USD/JPY hetkel 85,10.
Madis - LHV = investeerimispank Lipstok, Hanschmidt, Vilosius?
Laenud, Hoiused & Väärtpaberid
Madis, that was a goodone actually...
Gapping up
In reaction to strong earnings/guidance: NANO +15.0%, NCT +13.6%, CROX +10.1%, AGO +6.5%, HANS +6.0%, TC +6.0%, MHK +4.7%, TNH +4.3%, SAPE +4.1% (light volume), BID +3.8%, TTMI +3.7% (light volume), MRX +3.6%, AIG +3.6%, SMTX +3.4%, DIOD +2.9%, DEPO +2.7%, SATC +2.7%, CLMS +2.1%, CPTS +1.8%, VCLK +1.7%, ASYS +1.7%, VGR +1.6%, RBS +1.6%, BRKS +1.1% (light volume), MCHP +0.8%.
Select metals/mining stocks trading higher: BBL +1.9%, RTP +1.7%, BHP +1.5%, MT +0.6%.
Other news: ANDE +4.8% (continued momentum following earnings earlier in the week), WIN +2.4% (Cramer spoke with CEO and made positive comments on MadMoney), MON +1.5% and DD +1.1% (Cramer makes positive comments on MadMoney), AMD +1.3% (Advanced Micro's ATI Radeon Graphics Solutions to power Apple's (AAPL) new iMac and Mac Pro), POT +1.2% (Cramer makes positive comments on MadMoney), RYAAY +1.2% (still checking).
Analyst comments: SOLR +3.1% (upgraded to Buy from Neutral at UBS).
Gapping down
In reaction to disappointing earnings/guidance: APEI -35.6% (also downgraded by multiple analysts), PMC -17.5%, ATPG -15.2% (also downgraded to Neutral from Add at CapitalOne Southcoast), NILE -11.9% (also removed from Conviction Buy List at Goldman), OSTK -11.5%, LZB -10.8% (says results for the fiscal 2011 first quarter were impacted negatively by a number of factors), CEC -8.8%, XIDE -8.8%, ATEC -8.6% (also downgraded to Hold from Buy at Canaccord Genuity, downgraded to Sector Perform from Outperform at RBC Capital), POWR -7.4% (light volume), RST -7.1%, ATVI -6.4%, MCZ -5.7%, ERII -5.4%, KOG -5.2% (also downgraded to Market Perform from Outperform at Raymond James), NGSX -4.7% (also announces proposed shelf registration statement to sell $75 mln of its securities), ELX -3.9%, OPNT -3.2% (light volume), LYV -2.2%, IGOI -2.1%, CF -1.6%.
Select financials trading lower: NBG -4.2%, GNW -3.0%, LYG -2.7%, HIG -2.2%, IRE -2.2%, HBAN -2.1%, ING -2.1%, STI -2.0%, MTG -2.0%, PMI -1.9%, BPOP -1.9%, STD -1.8%, RDN -1.8%, COF -1.6%, DB -1.6%, AEG -1.4%, WFC -1.1%, BAC -1.0%, JPM -0.9%.
Other news: LOCM -9.2% (continued weakness from this week's 30% drop), TNCC -6.2% (Tennessee Commerce Bancorp announces pricing of common stock offering at $4/share), BUD -4.8% (traded lower overseas with other brewers on commodity concerns), KLIC -4.2% (Hearing weakness attributed to tier 1 firm downgrade), KYN -3.1% (announces public offering of 6.75 mln shares of common stock), GOV -1.0% (prices 8,000,000 common share offering at $25.00).
Analyst comments: ADSK -4.3% (downgraded to Hold from Buy at Jefferies), TS -2.7% (downgraded to Neutral from Buy at UBS ), UL -2.4% (downgraded to Hold from Buy at ING Group, downgraded to Neutral from Buy at UBS), RIG -2.2% (downgraded to Underweight from Neutral at JP Morgan), UEIC -2.0% (downgraded to Hold from Buy at Deutsche Bank), BCS -1.7% (downgraded to Neutral from Buy at UBS).
Rev Shark: Let's See How the Market Reacts
08/06/2010 7:21 AM
"Be open-minded, but not so open-minded that your brains fall out."
-- Stephen A. Kallis, Jr.
Three days of flat action have the market set up for a big move as we await the monthly jobs news. Market players have been tentative as we sit right on the brink of taking out the highs we hit in June. While the action has been OK, we just haven't been able to generate the energy to give us a clean breakout.
The jobs news this morning is very likely to be the catalyst that determines which way this market will trend, but it isn't as simple as a strong number means we go up and a weak number means we go down.
The main thing to keep in mind is that a strong initial response to the jobs news has a high likelihood of reversing. We've seen this with almost all our opens lately as well. The sellers will hit strength, and the buyers will jump in on weakness. Don't be too quick to assume that the initial response to whatever the news is will stick.
The second thing that complicates the jobs news is that there is increased speculation lately about the possibility of more quantitative easing by the Fed. That means that bad news may be a positive because it increases the chances that the Fed will make a move to increase liquidity once again, and there is nothing the market loves more than a lot of new cheap money looking for a home. Of course, we have to consider the other side of the equation and watch for selling pressure on good news.
So we have a couple good reasons to be careful about trusting the initial move on the jobs news. The actual numbers aren't going to mean that much. The bears will find flaws in them, and the bulls will like them no matter what. We just have to focus on the market reaction and adapt as it evolves.
The market requires that we be open-minded and flexible. The technical pattern is not bad at all, and we are holding up quite well. It is very easy to be bearish given the economic news, but anyone who has tried to trade this market based on the state of the economy has had some major difficulties over the past year.
Personally, I have to keep fighting to not let my bearish view of the economy influence my view of the market. Anecdotally, all I hear about the economy is negative. If all I did was embrace what I hear and apply it to the market, I'd be looking for things to go to zero. The market marches to its own drummer, though, and all those negative stories and comments I hear about the economy simply haven't mattered much as far as stocks are concerned.
It is very easy to be led astray if you focus too much on the political and economic news and don't focus enough on the way the market is actually acting. You can make some very bearish arguments based on the news, but this market just isn't acting that poorly right now, and we need to respect that.
We'll see what the jobs report brings, and we'll go from there. Watch for the fade trade, especially if we have a good sized initial move.
:) Karum6mm, meil kodukal investeerimiskooli all "terminid", kunagi tulevikus kirjutan täpselt skaala lahti
USA futuurid indikeerimas avanemist protsendi jagu madalamal
Euroopa turud:
Saksamaa DAX -0,77%
Pantsusmaa CAC 40 -0,91%
Suurbritannia FTSE100 -0,46%
Hispaania IBEX 35 -1,47%
Rootsi OMX 30 -0,96%
Venemaa MICEX -0,99%
Poola WIG -0,41%
Aasia turud:
Jaapani Nikkei 225 -0,12%
Hong Kongi Hang Seng +0,57%
Hiina Shanghai A (kodumaine) +1,44%
Hiina Shanghai B (välismaine) +1,49%
Lõuna-Korea Kosdaq +0,42%
Tai Set 50 -0,12%
India Sensex 30 -0,16%
Mikk, lihtsalt hea oleks teada. Mina näiteks pean praeguse seisuga korralikemaks liikumisteks ainult neid, mis on valuutaturgudel. Aga kui termind saab ära seletatud stiilis...
pikkuvirhe
isorunkaus
emämunaus
...siis on ju lahe...
pikkuvirhe
isorunkaus
emämunaus
...siis on ju lahe...
LHV - Luik, Haug & Vähk
Mulle läheb S&P ca 10 punkti kukkumine igal juhul korda.
K6rge leverage? Väike kapital? :-D
Ei, ma ei taha yldse norida - ma tahan teada, millises kontekstis te omadega opereerite. Mul isiklikult on sygavalt kopp ees sellest, kui peavoolu finantsmeedia teeb 1% t6usust pidupäeva ja järgmisel päeval 0,8% languse puhul tehakse sellist nägu, et see on horrible. It's just noise.
all good...aga täna ka uudis taga & ei ütleks, et see just noise – ei kisa, et see tähistab uut pidupäeva või krahhi (ennast teeb küll murelikuks tööturu olukord), vaid mainin, kuidas erinevad varaklassid reageerivad. Ja ühel hetkel võib erinevatest helidest päris huvitav muusika kõlama hakata. Igal juhul turud teevad põrkekatset...