Nagradno pitanje glasi, a obzirom da u nekom narednom razdoblju možemo očekivati povećanje kamatnih stopa, središnjih banaka:
Što mislite hoće li to utjecati na tržište dionica
a) pozitivno
b) negativno
Obzirom na delikantnost stanja u kojem smo se nalazili, a ovo bi bio znak, tj. potvrda da je kriza gotova ( a opet povećanje kta loše djeluje na burzu, općenito gledajući ), zanimaju me mišljenja.
Loše djeluju na burzu možda, ali ako su skoro pa na nuli, možda taj pomak neće imati negativan utjecaj, dapače, djelovat će pozitivno.
Nagradno pitanje glasi, a obzirom da u nekom narednom razdoblju možemo očekivati povećanje kamatnih stopa, središnjih banaka:
Što mislite hoće li to utjecati na tržište dionica
a) pozitivno
b) negativno
Obzirom na delikantnost stanja u kojem smo se nalazili, a ovo bi bio znak, tj. potvrda da je kriza gotova ( a opet povećanje kta loše djeluje na burzu, općenito gledajući ), zanimaju me mišljenja.
Pa definitivno pozitivno, postoji li bolji indikator gospodarskog oporavka [thumbsup]
Hm, kao i jučer, točno u 09:30 CET US futuresi naglo okreću iz crvenog u zeleno. Namjerno pratio danas, točno na sekundu. Automatika trgovanja izgleda, vjeorvatno dotičnog Dick Bovea koji se dobrano okoristio onim jučer pothvatom. Da tamo jedan jedini nevažan čovjek može srušiti tržište u pola sata i to iz +1 u -1% nisam se nadao. A mi smo mislili da je naš Drivo kralj.
Nakon svih "better than expected …" izvjestaja na Bloombergu DJSTOXXX600:
current P/E=53
estimated P/E=16
[cry] [cry] [cry]
Premješteno iz teme: Komentari trgovanja na hrvatskom tržištu kapitala
http://www.seebiz.eu/hr/makroekonomija/svijet/kina-rast-8%2c9-posto-u-trecem-tromjesecju,59207.html
s kim se mi usporedujemo, eu, amerima, di smo mi u toj prici?
Premješteno iz teme: Komentari trgovanja na hrvatskom tržištu kapitala
http://www.seebiz.eu/hr/burze/azija-kineska-strahovanja-spustila-indekse,59180.html
kad cemo mi ukidati nase poticaje?
ne mislim na socijalne vec realnom gospodarstvu, preradivackoj, drvnoj industriji…
svejedno kuna je ionak prejaka pa im nebi pomoglo, kljuc u bravicu i u nekoj opcini trazit posla
Nakon svih "better than expected …" izvjestaja na Bloombergu DJSTOXXX600:
current P/E=53
estimated P/E=16
[cry] [cry] [cry]
‘better than expected’ je budalaština osmišljena da bi se moglo što bolje praviti idiote iz ulagača, a krajnji je cilj opljačkana budala.
Premješteno iz teme: Komentari trgovanja na hrvatskom tržištu kapitala
http://www.seebiz.eu/hr/burze/azija-kineska-strahovanja-spustila-indekse,59180.html
kad cemo mi ukidati nase poticaje?
ne mislim na socijalne vec realnom gospodarstvu, preradivackoj, drvnoj industriji…
svejedno kuna je ionak prejaka pa im nebi pomoglo, kljuc u bravicu i u nekoj opcini trazit posla
zrcalno smo skoro isti s kinezima, svaki na svojoj strani x osi
6:58 AM PNC Financial Services (PNC): Q3 EPS of $1.00 beats by $0.69. Revenue of $4.05B (+144.7%) vs. $3.8B.
6:57 AM Xerox (XRX): Q3 EPS of $0.14 beats by $0.02. Revenue of $3.67B (-15.9%) in-line. Sees full-year EPS of $0.55-0.57 vs. consensus of $0.53.
6:54 AM J Crew Group (JCG): Sees Q3 EPS of $0.54-0.59 vs. consensus of $0.36. Sees same-store sales in the high single digits vs. mid-single digits previously.
6:42 AM Bunge (BG): Q3 EPS of $1.62 beats by $0.15. Revenue of $11.3B (-23.6%) vs. $12B. Sees full-year EPS of $3.10-$3.50 vs. consensus of $4.69. Says fertilizer business continues to be pressured by high-cost inventory and a weak pricing environment.
6:39 AM Dow Chemical (DOW): Q3 EPS of $0.24 beats by $0.14. Revenue of $12.05B (+6.4%) vs. $11.85B. "The economic outlook for the rest of 2009 appears to be stabilizing with strong growth in Asia Pacific, especially China, and other emerging geographies. The global economy is now on firmer footing, and, in our view, the U.S. economy is beginning a slow and tenuous recovery, with unemployment continuing to be a drag on consumer spending."
6:35 AM Schering-Plough (SGP): Q3 EPS of $0.40 in-line. Revenue of $4.5B (-1.7%) in-line.
6:26 AM Danaher (DHR): Q3 EPS of $0.89 beats by $0.03. Revenue of $2.75B (-14.2%) in-line.
6:15 AM Potash (POT): Q3 EPS of $0.82 beats by $0.01. Revenue of $1.1B (-64.1%) in-line. Sees Q4 EPS of $0.65-0.85 vs. consensus of $1.18. "The uncertainty among fertilizer buyers has lasted far longer than we anticipated, but cannot continue indefinitely." Shares -2.9% premarket.
6:13 AM Check Point Software Technologies (CHKP): Q3 EPS of $0.52 beats by $0.03. Revenue of $234M (+17%) vs. $231M.
6:11 AM SunTrust Banks (STI): Q3 EPS of -$0.60 misses by $0.05. Revenue of $1.94B (-21%) vs. $2.11B. Earnings include $131M writedown on debt. Allowance for loan losses +128M to $3.02B.
6:03 AM Thermo Fisher (TMO): Q3 EPS of $0.78 beats by $0.02. Revenue of $2.53B (-2%) in-line.
5:53 AM Travellers (TRV): Q3 EPS of $1.61 beats by $0.30. Revenue of $6.3B vs. $6B. Sees full-year EPS of $5.30-5.50 vs. consensus of $5.28. Raises quarterly dividend to $0.33 from $0.30. Authorizes an additional $6B share buyback. "We remain cautious about the magnitude of rate gains that are achievable in the near term given general economic conditions."
5:05 AM Logitech (LOGI): FQ2 EPS of $0.11 beats by $0.06. Revenue of $498M (-25.1%) vs. $474M. Sees FQ3 revenue of $575-595M vs. $623M. Shares +7.2% in Zurich. (
5:02 AM Ensco International (ESV): Q3 EPS of $1.05 beats by $0.01. Revenue of $425M (-31.3%) vs. $439M.
4:59 AM AU Optronics (AUO): Q3 EPS of $0.26 beats by $0.01. Revenue of $3.5B (+8.4%) vs. $3.21B. Operating margin 6.8%. Shares -2.3% in Taiwan.
8:00 AM 3M Company (MMM): Q3 EPS of $1.37 beats by $0.20. Revenue of $6.19B (-5.6%) vs. $5.77B. Shares +1.2% premarket.
7:57 AM UPS (UPS): Q3 EPS of $0.55 beats by $0.03. Revenue of $11.15B in-line. Volume of 927M packages, -2.4%. "I’m encouraged by the signs of economic recovery that are becoming apparent, although we still have a long way to go," CEO Scott Davis said. Shares -1% premarket.
7:50 AM Kimberly-Clark (KMB): Q3 EPS of $1.40 beats by $0.27. Revenue of $4.91B (-1.7%) in-line. Sees full-year EPS of $4.50-$4.60 vs. consensus of $4.26, citing increased cost savings, better organic sales growth and a further recovery in currency exchange rates. Shares +5.5% premarket.
7:43 AM AT&T (T): Q3 EPS of $0.54 beats by $0.04. Revenue of $30.9B (-1.3%) in-line. Wireless subscribers +2M to 81.6M. Shares +2% premarket.
7:39 AM Delta Air Lines (DAL): Q3 EPS of $0.06 beats by $0.11. Revenue of $7.57B (+32.4%) in-line.
7:33 AM Merck (MRK): Q3 EPS of $0.90 beats by $0.08. Revenue of $6.05B (+1.8%) in-line.