Kada ide to izvješće?

neznam točno vrijeme.
Prati ovu temu i vidjet češ.
Ja pratim na telki tako da prvi saznajem.

Pre market

Dow +114.00
S&P +16.10
Nasdaq +30.00

* Nov 6: Blackstone Group LP, manager of the world’s largest buyout fund, revealed on Thursday it had suffered a $340m net loss for its third quarter, triple the level a year ago as the financial crisis cut fees from leveraged buyouts, real estate investments and hedge funds.
* Nov 3: KKR delayed plans to go public for the third time after its Amsterdam-listed affiliate suffered big investment losses, the latest blow to the buyout firm’s initial public offering plans due to the credit crisis. (Reuters)
* FT: Leveraged loan markets collapsed in the aftermath of Lehman, WaMu, Icelandic bank defaults and marrket participants engaging in firesales in order to raise cash to meet margin calls and CDS payouts.
* Fundraising figures for the third quarter of 2008 the lowest they have been since the first quarter of 2005: There were a total of 117 funds achieving a final close worldwide in the third quarter of 2008, with these vehicles raising an aggregate $82.3 billion in capital
* In H1 2008, global capital raised by private equity funds was almost unchanged at $323bn (£184bn, €232bn), compared with the same period last year. Overall inflows have held up because of a dramatic shift in investors’ preferences. While traditional buy-out managers have seen a sharp drop in capital raised, investors have been piling into funds specialising in distressed debt, infrastructure investments and mezzanine capital.
* Rubenstein (Carlyle): We’re in a period that is the post-Golden Age for next year or so:
– much smaller deals will be done because there’s no one syndicating the large deals;
– non-levered deals where people take minority stakes but they don’t use leverage as much;
– much more overseas activity from the private equity firms in places such as China or India where leverage in many private equity transactions is not quite as important.
* Rubenstein: "Once the debt on the books of the banks is sold and new lending starts, I think you’ll see the private equity industry coming back in what I call the Platinum Age — better than it’s ever been before."
* Sloan/Benner: The private equity firms that will thrive in the year ahead are those that know how to profit from others’ misfortunes.
* Orr: De-equitisation and share buybacks that were driving equity markets in recent past and fuelling LBOs are gone for now, challenged by credit crunch.
* Altman: Regression to the mean in terms of default rates in view of markedly lower credit quality in this cycle implies corporate default rates well above 10%.

Nov 6, 2008

Izvješće o nezaposlenosti u 14:30 po srednje-europskom vremenu ili 8:30 po američkom.

Što se više vrijeme izvještaja približava to Evropa i futuresi bliže crvenom području.
Samo strah ili je negdje nešto procurilo pitanje je… [undecid]

Što se više vrijeme izvještaja približava to Evropa i futuresi bliže crvenom području.
Samo strah ili je negdje nešto procurilo pitanje je… [undecid]
[/quote]
Pa nije nikakva info koju nemaju svi.
procjenjuje se na 200k, a boje se da bi moglo biti i više od 300k.
A sada ti vidi koji su razmjeri.

Vaš link
njihov komentar je uglavnom da je ova informacija već uključena u pad cijena u americi i da se zato futuresi danas zelene.

Što se više vrijeme izvještaja približava to Evropa i futuresi bliže crvenom području.
Samo strah ili je negdje nešto procurilo pitanje je… [undecid]
[/quote]
Pa nije nikakva info koju nemaju svi.
procjenjuje se na 200k, a boje se da bi moglo biti i više od 300k.
A sada ti vidi koji su razmjeri.
[/quote]

Kako su svi laki na okidaču ovih dana 50k +/- od procjene bi mogao značiti razliku hoćemo li u ponedjeljak na tobogan ili ringišpil [lol]

Tipična retorika analitičara: ili tržište reagira na informaciju ili je informacija već uračunata ako se reakcija ne vidi.
S ta dva objašnjenja pokrivaju sva događanja na burzi i nikad ne griješe [lol] [lol]

Europske dionice rastu iako nema očiglednog razloga za oporavak

Europski burzovni indeksi u petak su ojačali, nadoknadivši djelomice goleme gubitke zabilježene dan ranije, najveću podršku crpeći od rasta cijena dionica naftnih i rudarskih kompanija.

Londonski Ftse indeks u takvim je okolnostima ojačao gotovo 2,0 posto, na 4.354 bodova. Frankfurtski DAX indeks bio je na nešto manjem dobitku, od oko 0,9 posto, dosegnuvši 4.857 bodova.

"Radi se jednostavno o tehničkom oporavku. Ne postoji neki drugi temeljni razlog osim da su ulagači možda počeli pozitivnije razmišljati o monetarnoj politici, a poticajno djeluje i jačanje dionica u sektorima roba", ukratko opisuje raspoloženje na tržištima Franz Wenzel, strateg u AXA Investment Managersu u Parizu.

Uf, mogao je malo sačekati sa filozofiranjem bar još koji sat jer ga već sada evropski indexi demantiraju… [lol]