Τρίτη, 19 Μαΐου 2009

ΧΑ δύο ταχυτήτων!








ΧΑ δύο ταχυτήτων πάει να παγιώσει το Ελληνικό χρηματιστήριο στις τελευταίες συνεδριάσεις.
στο πρώτο μέρος υπάρχει το μούδιασμα και η υποτονικότητα και μόλις ανοίξει η ΝΥ
τριπλασιάζεται η κινητικότητα και το ταμπλό παίρνει φωτιά.

έτσι και χθες Ευρώπη κι εμείς ανοίξαμε στο "πρώτο ημίχρονο"αρνητικά και μόλις οι λεβέντες είδαν το ταμπλό της ΝΥ να παίρνει φωτιά βούρ στο πατσά κι εμείς με τα μανίκια σηκωμένα.

τι κι αν η citi στην τεχνική της ανάλυση προειδοποιεί ότι έρχεται ΓΕΡΗ Διόρθωση για το επόμενο δίμηνο και ότι ΟΛΑ είναι Υπερπουλημένα.

τίποτα αυτοί.
ως Ταύροι μαινόμενοι εν Υαλοπωλείο αγοράζενε-αγοράζανε αγοράζανε μέχρι που
ο κυρ Γενικός έκλεισε Πράσινος στις 2.171,26 μονάδες με κέρδος 1,17% και με τζίρο 155,47 εκ 

μετά το υψηλό κλείσιμο της Wall Street [άνω του 3% οι Δείκτες]και τη σημερινή σημαντική αύξηση του Δείκτη NIKKEI στην Ασία περιμένουμε και στην Ευρώπη
αλλά και στο δικό μας, να κάνει μία ΠΟΛΥ ΚΑΛΗ Συνεδρίαση Σήμερα, με τα ανάλογα κέρδη.

Βέβαια ΔΕΝ πρέπει να ξεχνάμε ότι οι Μεγάλες διορθώσεις έρχονται πάνω στο τσακίρ κέφι!



12 σχόλια:

  1. Σύσταση για μείωση της έκθεσης στις ελληνικές τράπεζες πριν από τα αποτελέσματα τριμήνου, συνιστά η ανάλυση με σημερινή ημερομηνία της Nomura.

    Συνολικά ο επενδυτικός οίκος εκτιμά ότι τα αποτελέσματα α΄ τριμήνου από τις ελληνικές τράπεζες θα αναδείξουν τις πτωτικές πιέσεις και τα ρίσκα που αντιμετωπίζουν, αναφορικά με τα κέρδη.

    Η Nomura Holdings περιμένει να δει μια συνεχιζόμενη επιδείνωση στην ποιότητα των assets και σημαντικές πιέσεις στα περιθώρια. Δεδομένης μάλιστα της πρόσφατης υπεραπόδοσης των ελληνικών τραπεζών έναντι του κλάδου και των ανταγωνιστών, θεωρεί ότι τα σχετικά "ασθενή" αποτελέσματα α΄ τριμήνου, μπορεί να παίξουν ρόλο καταλύτη για την αντιστροφή αυτής της τάσης.

    Διατηρεί την προτίμησή της για την Alpha Bank (buy) ωστόσο, δεδομένης της πιθανής κλιμάκωσης των απωλειών στην Ανατολική Ευρώπη, παραμένει negative για τις ελληνικές τράπεζες σε σχέση με τον ευρύτερο ευρωπαϊκό τραπεζικό κλάδο.

    Για την Εθνική Τράπεζα αποδίδει σύσταση neutral και για τις Eurobank και Τράπεζα Πειραιώς, σύσταση reduce.

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  2. άρχισε η καταχώρηση κερδών.
    ΔΕΝ ηταν και λίγα :-))

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  3. στα παράγωγα ο εικοσάρης ήδη έχει σχηματίσει w!
    για να δούμε θα συνεχίσει ανοδικά ή θα διορθώσει;

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  4. μόλις πούλησα και τα συμβ.τις ΕΤΕ και είμαι τελείως έξω τώρα.

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  5. μα καλά εσείς τί γίνατε!


    που είστε χωμένοι;

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  6. Εδώ είμαι και γω. Απλά παρακολουθώ.. διακοπτόμενα λόγω τρεξίματος και υποχρεώσεων. Καλά τα πάω και γω και μάλιστα αν 1 μετοχή που έχω πήγαινε στο 0.5Ε θα ήμουν στο κεφάλαιό μου. Και είναι ακόμα κάτω από τις 2300 μονάδες. Μόνο που θά'λεγα ότι εμείς οι μαριδαίοι δεν πρέπει να φαινόμαστε ότι κερδίζουμε γιατί αλλιώς.... θα μας βρει το... άλλο ζώο (το μαύρο φίδι που λέγαμε).

    Με τα βίντεο Απόστολε τι πρόβλημα συνάντησες? Μήπως ήθελες να τα βάλω στο youtube?

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  7. ΝΟΤΕ ΒΕΝΕ

    Ιn any other year -- one that didn’t come amid a historic crisis -- summer on Wall Street is usually quiet, with lower-than-average volumes combined with a traditionally somewhat-flat stock market.

    But with the banks beginning to find some sort of a footing in this recession, the bank “stress tests” over and stocks up 30% from their early March lows, investors said they expect stocks to continue to move modestly higher over the summer as Wall Street preps for hopefully some sort of a modest economic recovery later this year.

    Marc Pado, chief market strategist with Cantor Fitzgerald, said he does not see stocks falling back to March levels, barring some yet-unknown economic or financial catastrophe. The “perfect storm” of banking fear and record hedge-fund redemptions that pushed the Dow to the 6000 level could be hard to duplicate again.

    “In March, we were looking at the nationalized banking system, and stocks reflected that,” Pado said. “We would need to have a whole new crisis for us to return to those levels.”

    One probable reason why stocks could trend higher is increasing risk tolerance by traders and investors -- as seen in the recent run up in stocks -- and the large amounts of cash that still has yet to return to equities.

    According to a research report by Bank of America-Merrill Lynch, even with the market jumping since March, institutional investors are sitting on $3.56 trillion in cash or money market funds, which represents 39% of the total market capitalization of the U.S. stock market. While that figure is down from over 50% earlier this year at the height of the financial crisis, it is still well above the 10% to 20% cash position held during a bull market or even the 2001 or 1991 recessions.

    “Cash is a potential future source of demand for U.S. equities,” said Merrill Lynch analysts Mary Ann Bartels and Stephen Suttmeier in a note to investors.

    With so much cash sitting there doing nothing, at some point that money on the sidelines will have to be put work doing something -- either through stocks, bonds, commodities or some other investment -- and it will most likely go back into stocks.

    “There’s a lot of professional and amateur investors who missed the bottom and now have to do some performance chasing,” said Art Hogan with Jefferies. “They’ve remained defensive too long and now have to play catch up.”

    One example of where the stock market has shown some pent-up demand is through the recent issuance of stocks and notes by the major banking names. Wells Fargo & Co. (WFC: 26.732, 0, 0%) and Morgan Stanley (MS: 28.17, 0, 0%) sold a combined $11 billion in common equity last week in two separate sales -- both of which boosted their initial offering after the sales were overallotted.

    “If companies are able to raise money privately, stocks will continue to respond positively,” Hogan said.

    There’s also been a trend of “less bad” economic data that hopefully will culminate with positive economic activity later this year. For example, investors are looking for manufacturing data to pick up in June, which will hopefully translate into positive shopping data during the back-to-school season.

    “We’re in a much better place than we were three months ago, but we need to figure out where we stand in this cycle in the economy,” Hogan said.

    Now, investors said they are looking for an economic recovery for 2009. Instead, because of all the massive cost--cutting corporations did earlier this year -- the U.S. economy has lost six million jobs in the past 12 months according to the most recent Department of Labor report -- a slightly positive economy could translate into somewhat decent profits.

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  8. στου Βωβού γίνεται το
    έλα να ΄δείς

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  9. ο DAX διορθώνει ΠΟΛΥ γρήγορα!

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  10. -με μεγάλη μας χαρά, υποδεχόμαστε το χρήστη "SuperFast Lane" ως νέο μέλος στη παρέα μας :-))

    -του ευχόμαστε το καλώς όρισες, και σιδερένιος!
    :-))

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  11. 1.
    Dow Jones Industrial Average lost 29.23 points, or 0.34%, to 8474.85,

    the S&P 500 sank 1.58 points, or 0.17%, to 908.13


    and the Nasdaq Composite picked up 2.18 points, or 0.13%, to 1734.54.


    The consumer-friendly FOX 50 fell 1.32 points, or 0.13%, to 669.39.

    The markets barely nudged throughout the day, drifting between gains and losses before ending slightly negative. In fact, the Dow moved just 75 points from peak to trough.

    “I think we only have a few more points to go on the upside. I think we’re in a bandwidth until we have some significant news on the recession front and how quickly it’s going to end,” NYSE trader Ben Willis of VDM Institutional Brokerage told FOX Business.

    The quiet session comes after the Dow surged 235 points Monday on positive retail and banking developments. The rally was the index’s strongest performance in more than a month and erased most of last week’s rare tumble.

    “We are basically trading flat all day with a bias towards the upside, which after yesterday’s big move is sort of a moral victory,” NYSE trader Ted Weisberg told FOX Business.

    “The market wants to go higher. I suspect we have further to go on the upside.”

    Half of the Dow's 30 components closed in the green, led by Citigroup (C: 3.76, 0.1, 2.73%)

    and General Motors (GM: 1.27, 0.09, 7.63%). On the other hand,

    Home Depot (HD: 24.58, -1.441, -5.54%) and American Express (AXP: 24.81, -1.3101, -5.02%) posted the index's biggest declines.

    The Nasdaq Composite inched higher ahead of Hewlett-Packard’s (HPQ: 36.63, 0.9, 2.52%) quarterly results.

    The tech bellwether is set to become the 30th and final Dow component to report results late Tuesday.

    Those hoping for signs of a quick rebound in the housing market may have been discouraged by a Commerce Department report released Tuesday that showed housing starts unexpectedly fell 12.8% in April to a seasonally-adjusted rate of 458,000 units -- a new record low. Economists had forecasted a 2% increase in starts.

    While a drop in housing starts will be a near-term drag on the economy, a rebound in the housing market hinges on a purge of bloated inventories.


    Home building stocks like Lennar (LEN: 9.96, -0.04, -0.4%)

    and KB Home (KBH: 16.3, -0.49, -2.92%) gave back some of Monday's big rally.

    “The problem is you still aren’t seeing much on the sales front to absorb that inventory. In our view, the housing market really does drive the rest of the economy," said Paul Nolte, director of investments at Hinsdale Associates.

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  12. 2.

    The housing news overshadowed a slew of positive quarterly reports from retailers.

    Home Depot followed in the footsteps of rival Lowe’s (LOW: 20.03, 0.06, 0.3%) by beating the Street with an adjusted-profit of 35 cents per share. The better-than-expected results were largely due to cost-cutting as the company said its revenue slid 9.7% from a year ago.

    At the same time, upscale retailer Saks (SKS: 4.81, 0.73, 17.89%) reported results that exceeded analysts' low expectations and TJX Companies (TJX: 29.07, 1.13, 4.04%) said its second-quarter results could top estimates.

    Financial stocks erased some of Monday's surge even amid new signs that some major banks will soon be able to return their TARP cash.

    Regulators are likely to allow Goldman Sachs (GS: 141.64, -0.97, -0.68%), JPMorgan Chase (JPM: 35.86, -1.25, -3.37%), American Express (AXP: 24.81, -1.3101, -5.02%) and several other major banks to be in the first wave of companiesr returning their bailout funds, a financial industry source confirmed to FOX Business. It’s unclear if Morgan Stanley (MS: 28.95, 0.78, 2.77%) and State Street (STT: 43.3, 1.75, 4.21%) will be approved for the first wave.

    In the commodity markets, crude oil settled at a fresh six-month high on Tuesday, building on its largest one-day rally since early April. Crude settled at $59.65 a barrel, up 62 cents, or 1.05%.

    Corporate Movers

    Allstate (ALL: 26.52, 0.67, 2.59%) is turning down the government’s TARP cash, saying it has “strong capital and liquidity positions.” The insurer, which was approved last week for TARP, also announced a quarterly dividend of 20 cents per share.

    Morgan Stanley's (MS: 28.95, 0.78, 2.77%) Smith Barney joint venture with Citigroup (C: 3.76, 0.1, 2.73%) is slated to close on June 1 after receiving the green light from the Financial Industry Regulatory Authority on Tuesday, Dow Jones Newswires reported.

    General Electric (GE: 13.69, 0.21, 1.56%) CEO Jeff Immelt sought to reassure investors about its capital situation. “We have plenty of capital -- current scenarios don’t require us to raise any outside capital at all,” Immelt said at a conference, according to Reuters.

    American Express (AXP: 24.81, -1.3101, -5.02%) unveiled plans late Monday to slash another 4,000 jobs, or 6% of its workforce. The card company also said it will cut $500 million from its marketing budget and $125 million in other areas.

    Ford Motor (F: 5.64, 0.131, 2.38%) told The New York Times the auto maker won’t match big dealer cuts made by rivals General Motors (GM: 1.27, 0.09, 7.63%) and Chrysler LLC. Ford also told the paper it won’t match any price cuts that could stem from GM and Chrysler’s restructuring efforts.

    Saks (SKS: 4.81, 0.73, 17.89%) suffered a 26.9% plunge in sales and posted an adjusted-loss of 3 cents per share but saw its stock surge as the results beat the Street. The upscale retailer also upped its annual target for cost cutting.

    TJX Companies (TJX: 29.07, 1.13, 4.04%), the parent of T.J. Maxx and Marshalls, posted an in-line profit of 49 cents per share excluding items. The retailer said sales rose 1% to $4.35 billion, beating expectations. TJX was upbeat on the current quarter, saying earnings could top estimates.

    Tenet Healthcare (THC: 2.76, 0.51, 22.67%) soared 24% after Goldman Sachs upgraded the hospital operator to "buy" from "neutral," citing continued margin improvement and the improved credit markets. Goldman also upped its price target on the company from $1 to $5. Similarly, Goldman raised price targets on urban hospital operators Community Health Systems (CYH: 25.26, 1.0099, 4.16%) and Health Management Associates (HMA: 5.07, 0.36, 7.64%).

    Global Markets

    European markets built on Monday's surge as London's FTSE 100 rallied 0.81% to 4482.25 France's CAC 40 rose 0.91% to 3274.96 and Germany's DAX gained 2.22% to 4959.62.

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