Bok Znanac, bok ekipo…evo vratim se ja nakon tjedan dana iz brisela i imam kaj vidjet?!? kaj ste to sa tržištem napravili? [smiley2][smiley2][smiley2]
osjećam se kao djete u prodavaonici slatkiša, a sve na rasprodaji.

Nego eto otišla je i crna gora, baš me interesira hoće li to zaustaviti ovu korekciju…

Srecom… trziste im je malo, pa je znanac sve pokupovao, i sad stranci tuzni mogu nazad u HR 🙂

@tima
kako sada nemam nekih slobodnih sredstava, drago mi je da sam bio odsutan…bar se nisam žifciro[smiley2]
a i zaradio sam neke dnevnice tako da idem sada uhvatiti još što se uhvatiti da…

podravka 440, nije loše kratkoročno, a trgovanje od preko 5% kapitalizacije, lol [smiley9]

Markets ‘are like 1987 crash’
David Smith, Economics Editor

CONDITIONS in the financial markets are eerily similar to those that precipitated the “Black Monday” stock market crash of October 1987, according to leading City analysts.
A report by Barclays Capital says the run-up to the 1987 crash was characterised by a widening US current-account deficit, weak dollar, fears of rising inflation, a fading boom in American house prices, and the appointment of a new chairman of the Federal Reserve Board.

All have been happening in recent months, with market nerves on edge last week over fears of higher inflation and a tumbling dollar, and the perception of mixed messages on interest rates from Ben Bernanke, the new Fed chairman.

“We are very uncomfortable about predicting financial crises, but we cannot help but see a certain similarity between the current economic and market conditions and the environment that led to the stock-market crash of October 1987,” said David Woo, head of global foreign-exchange strategy at Barclays Capital.

Apart from the similarities in economic conditions, during the run-up to the 1987 crash there was a sharp rise in share prices worldwide and weakness in bond markets, Woo pointed out. “Market patterns leading to the crash of 1987 resemble the markets today,” he said.

Equity markets settled on Friday after sharp mid-week falls, with all the main American stock-market measures recording small gains on the day. But nerves remain.

Gerard Lyons, head of research at Standard Chartered, said: “The volatility is explained by tighter liquidity conditions, markets pricing in more for risk and dollar vulnerability. But people forget that this is not a case of emerging-market economies being in trouble as in 1997-8. They’re in good shape.”

The vulnerability of stock markets is likely to add to the case for a prolonged pause before the Bank of England hikes interest rates, analysts believe.

While one member of its monetary policy committee (MPC) voted for a rate hike earlier this month, some recent data, notably subdued labour market conditions, suggest few signs of inflationary pressure.

Base rate is unlikely to rise until next year, according to a survey of analysts by Ideaglobal.com, a financial-research consultancy. It finds a median expectation that the rate, currently 4.5%, will rise in February next year.

The Sunday Times

Znanac, daj se malo oglasi u svojoj rubrici… Kak je moguce da je cak i TNPL opala. OK, korekcija… ali ipak nakon dobrih rezultata i tek zapocetog rasta??
Danas sam dosao na razinu gdje sam bio prije 6 mjeseci, koji gubitak vremena![smiley3]

Korekcija i slabo trgovanje nažalost zahvaća sve dionice pa tako i TNPL. ( bez obzira što su rezultati više nego dobri i bez obzira što trenutno Afromaxi na Mediteranu voze za 50.000$ po danu )
Kod korekcije vladaju slijdeća pravila tržišta: Strah i panika.

Evo danas je i ARNT pala cca 6% mada Hypo kaže slijedeće:
In an aggressive sell-off, Arenaturist lost nearly 6% to close at the key HRK 300 level. The stock currently trades 16% below our 12-month target of HRK 359. In our evaluation model (peer and implied P/Bv analysis), we accounted 70% importance to the implied P/Bv model, which assumes LT growth rate of 4.5%, sustainable ROE of 12% and COE of 10.5%.

Evo malog objašnjenja za to:

Tržište je dosta dugo raslo i dosta ulagača je ostvarilo dobar profit na većini dionica o kojima se piše. Sad takvi ulagači prodaju svoje dionice i ostaju u cashu ( vidi se po dnevnim prometima ). Također mali fondovi su u neprilikama jer dosta ulagača izlazi ( malo ulazi ) i nedostaje im cash za isplatu pa su prisiljeni prodavati dionice. Posljedica svega toga je ovo što možemo svakodnevno pratiti. Ovo se ne događa samo kod nas već trenutno i u cijeloj europi ( http://www.cnbc – poglavlje market ) gdje se vide europski i svjetski indexi.

Samo treba biti strpljiv i čekati da korekcija prođe. Nije ovo prva korekcija na tržištu a ni zadnja.

Jedini trenutni savjet je: Odmorite se i čuvajte dionice koje počivaju na fundamentima.

a to su ?:tnpl, arnt,…..ajmo još……………

Recimo: SLPF, BLJE, SNHO (špek. ),THNK,INGR,ISTT,MAIS,ZABA,PBZ,CROS……………………………..malo na brzinu ali našlo bi ih se još desetak.

Trenutno je najbolja: PRSN-R-A ( persen 3*1 dnevno prva u 10.00h, druga u 13.00h i zadnja u 16.00h )

[smiley2]

vidim da je i vas pogodilo….ja sam još uvjek u zelenom ali jedva[smiley7]