Czech markets  |  February 02, 2012 16:18:26

Wait correction in late February / BIG EXPERT - Events: Week 30 First 2012


The Prague Stock Exchange ended the last week in January with the change of the significant growth in 3.47%. Actors in Prague in January was mainly the effect of bank titles, led by Erste Group Bank, followed by Commercial Bank. Other titles mostly played second fiddle and growth rather cosmetically improved the PX index value.

Erste Group Bank currently plays into the hands of a certificate of redemption of the bonds in 2009 as well as confirmation of long-term debt rating by S & P at the "A". The debt crisis also has investorskému enthusiasm makes such problems as the autumn, so that the light of recent events, we believe that after a slight correction to the Erste Group 410 crowns, the title is definitely worth to include in portfoliotarget price of 530 crowns.

NWR to last week's title carries the most battered of the Prague party floor. The main reason for share price fall was the publication of prices and volume of coal production in 4Q 2011, which was rather disappointing. Estimation of the next quarters, however, faces more optimistic and therefore we think that the current share price is significantly undervalued NWR targeting their value over the medium term to 165 CZK.

Another interesting opportunity appears to be shares of Fortuna, which has received a license to operate online gambling in Poland and almost immediately began work very well. This step refutes speculation about possible problems in obtaining licenses in the Polish market and opens up the shares in Fortuna area to strengthen up to 150 crowns.

Although to us at present rolls on all sides by the positive news, both at the macroeconomic data and corporate level, you need to see a parallel with the development in 2009. Therefore, we expect a correction during February, but it creates a strong bullish potential in the future.

Michal Chrvala, Active Capital

Expert opinions on the future development of selected stocks in the Czech capital market in the next month and a half years, from 30 a week First The 2012th


The estimate for the period from 30 First to 5 Third 2012 (1 month)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
CETV
^ 33
136.7
A
2
3
0
0
NWR
^ 25
142.9
0
3
3
0
0
CEZ
^ 25
788
A
A
4
0
0
ERSTE BANK GROUP
^ 17
441.2
A
A
3
A
0
VIG
^ 17
833
0
2
4
0
0
PEGAS NONWOVENS
^ 17
446.1
0
2
4
0
0
COMMERCIAL BANK
^ 17
3750
0
2
4
0
0
TELEFÓNICA O2 CR
^ 8
385
0
2
3
A
0
UNIPETROL
^ 8
174.1
0
A
5
0
0
PHILIP MORRIS CR
0
11 700
0
2
2
2
0


The estimate for the period from 30 First to 6 8th 2012 (6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
NWR
^ 58
142.9
2
3
A
0
0
ERSTE BANK GROUP
^ 58
441.2
A
5
0
0
0
CETV
^ 42
136.7
A
3
2
0
0
VIG
^ 42
833
0
5
A
0
0
PEGAS NONWOVENS
^ 33
446.1
0
4
2
0
0
CEZ
^ 25
788
A
2
2
A
0
COMMERCIAL BANK
^ 25
3750
0
3
3
0
0
TELEFÓNICA O2 CR
^ 17
385
0
3
2
A
0
UNIPETROL
^ 8
174.1
0
2
3
A
0
PHILIP MORRIS CR
ˇ -25
11 700
0
2
0
3
A

Comparison:

Look also to the estimates made ??last and before last week.
All estimates can be seen in the section Expert BIG .


Reviews carried out in this week:

  • Michal Chrvala - Active Capital
  • Libor Bucek, John Mach, Milan Nedbálek - FINANCE Zlin
  • Patrick Hudec - Generali PPF Asset Management, a fund manager společnost
  • Charles handbag, Miroslav Hlavoň - CAPITAL GRANT
  • Premysl Nevlud - LUTHERUS
  • Dusan Reactive - UniCredit Bank Czech Republic

Statistics deals with the ten most liquid stocks traded on the PSE. The tables contain a summary of estimates of experts listed. The column "Price", says Monday's rate of selected titles from which experts in their estimation was based. With this value are estimates after a period of one to six months compared to evaluate success. The column "attractiveness" the weighted average number of different views and can take values ??from -100 to +100. Number of views "Sell", "Buy," etc. is published in other columns.
Note: Assessment takes the form of non-binding opinion, whether a security should be to buy or sell in anticipation of developments in the next one month and a half year. The fact, however, may substantially differ from the estimates of experts. Experts even Kurzy.cz assume no responsibility for these differences.

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Koncem února čekejme korekci / BIG EXPERT - akcie: týden od 30. 1. 2012

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