@mavan

Izvješća za treći kvartal u Americi će biti vrlo loša.
Ali ne tako loša koliko će biti četvrti kvartal i godišnja.
Očekujte vrlo mogući bankrot nekih od automobilskih kuća te podbacivanje većine blue chipova.
Vrlo je vjerovatno da će se ubrzati propadanje regionalnih banaka jer one do kreditiranja više neće moći zbog vrlo teških uvjeta međubankarskog kreditiranja a pad potrošnje uvjetovati će i pad plasmana.
Tako da bi mogli gledati val manjih banaka u bankrotu.
Iako mislim da će tu još biti iznenađenja među velikim.
Citi npr.
Kartične kompanije tipa AMEX bi mogle isto nahebati.
Od domaćih izvješća, očekujem pad dobiti, naročito građevinci.
Rast EPS-a je bio oko 22% u prvom polugodištu a za drugo se očekuje 14%.
Inflacija,nekretnine u banani,izvoz u banani,slaba profitabilnost.
Ima još dovoljno razloga za bezrazložni optimizam

AUUU MILE! PADE EURO ISPOD 1,4 PREMA DOLARU !!
Ajmo brzo: jel to znaci da ce bit vise ili manje USD na marketu??? Prolazi li bailout??

Ameri na otvaranju (slično kao i uoči prošlog glasanja):
Valjda neće opet isti scenario (nemam casha i ne mislim danas prodavati da do njega dođem ali nije nemoguće da me 2 puta zaj… no tvrdoglav sam ja pa ne budem ni pred moguće 3. glasanje prodavao jedno moram pogoditi [lol] [lol] ).

Premješteno iz teme: Komentari trgovanja na hrvatskom tržištu kapitala

ovo bude super.
sad citam na yahoo da danas glasaju!
i da su izlobirali da bailout prodje…
[thumbsup]

@Ententinis i James Knox

Zanimljiva i realna razmišljanja i moja su slična jedino mislim da će još bar ova Q izvješća kod nas biti dosta pozitivna (još da budu i utjecajna…)
Mislim da je jedno sigurno, bliska budućnost je izrazito valovita. Dobri surferi će jako dobro proći, a ostali kako ih sreća i strpljenje posluži. [thumbsup]

Ajde ti nam kazi kad si tako pametan.

Amerika fino crvena, a sutra izglasavanje, kao. [bye]

U.S. Stocks Drop on Economy Concern; General Electric Tumbles

By Eric Martin

Oct. 1 (Bloomberg) — U.S. stocks fell and the Standard & Poor’s 500 Index extended its worst monthly drop in six years as investors speculated a $700 billion bank-rescue plan won’t stave off a recession.

General Electric Co. dropped 7.4 percent after Deutsche Bank AG cut profit estimates for the second-biggest U.S. company because of “deterioration” at its financial-services unit. Bank of America Corp. declined 2.2 percent on speculation regulators will reject calls to suspend fair-value accounting rules that some members of Congress blame for worsening credit- market losses. Ford Motor Co. tumbled 7.9 percent after saying profits in Europe will decline.

The S&P 500 lost 18.42, or 1.6 percent, to 1,147.94 at 9:37 a.m. in New York. The Dow Jones Industrial Average slipped 135.4, or 1.3 percent, to 10,715.26. The Nasdaq Composite Index fell 1.1 percent to 2,069.77. About five stocks declined for each that rose on the New York Stock Exchange.

“The cards are on the table and a recession is coming,‘ Henry Herrmann, chief executive officer of Waddell & Reed Financial Inc. in Overland Park, Kansas, which manages $70 billion, told Bloomberg Television. “Our focus is going to be on things like dividend yields, solid brand names, consumer staples, less cyclical exposure.”

The S&P 500 erased almost one-third of its 5.4 percent gain yesterday. The benchmark index for U.S. equities jumped the most in six years yesterday as expectations grew that lawmakers will salvage the rescue package to buy bad loans from banks. Even with yesterday’s advance, the S&P 500 had its worst month since 2002 in September, declining 9.1 percent, and tumbled 8.9 percent for the third quarter.

GE Tumbles

GE lost $1.89 to $23.61. Deutsche Bank AG analysts cut their 2008 earnings estimate 9 percent to $2 a share and their 2009 profit projection to $1.95 a share. The worsening in conditions at GE Capital is “driven by tighter credit markets, asset shrinkage and debt pay-down,” analyst Nigel Coe wrote in a research note. “We also eased back our industrial assumptions,” Coe said.

The Institute for Supply Management’s factory index probably dropped to 49.5 from 49.9 in August, according to the median estimate of economists in a Bloomberg News survey. A reading of 50 is the dividing line between expansion and contraction. The report is due at 10 a.m. New York time.

“More important than the bailout plan will be next year’s economy,” Marc Faber, managing director of Marc Faber Ltd. and publisher of the Gloom, Boom & Doom Report, said in a Bloomberg Television interview. “I would rather sell on strength.”

Ne znam jel vec netko stavio

http://edition.cnn.com/2008/BUSINESS/09/30/us.bailout.explainer/index.html

Manufacturing index tumbles

"A key measure of the nation’s manufacturing activity fell sharply in September, a purchasing manager’s group said Wednesday, nearing a benchmark that indicates a recession in the sector.
The Institute for Supply Management’s (ISM) manufacturing index fell to 43.5 in September, down from the August reading of 49.9. Economists were expecting a reading of 49.5, according to a consensus estimate compiled by Briefing.com."

Nedobro

Dow Jones Industrial Average 10,667.87 10:17am ET Down 182.79 (-1.68%)
S&P 500 INDEX,RTH 1,143.69 10:17am ET Down 22.67 (-1.94%)

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