Cyrrus (Cyrrus)
Markets  |  August 17, 2012 10:55:12

Breakfast joint stock 8.17 - Merkel, Facebook, macro


Overview of key reports for Friday, the 17th August 2012

U.S.  

Responding to the macro, and Merkel  

ASIA  

Responding to the macro, and Merkel  

EUROPE  

Merkel again at center stage  

SUPERSPAD

Facebook, Swiss Life Holding, Lufthansa

COMMODITIES

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15:55 Consumer Confidence Michigan

16:00 U.S. leading indicators

U.S.

  • U.S. indexes yesterday reached the highest level in the last four months and attacking the most from this year's late March and early April. Brave bulls added yesterday published statistics on the number of newly issued building permits for the month of July. Data from the real estate market, along with data from the labor market is currently the most monitored. Recently, positive information is coming from the U.S. housing market and grow and hope that this sector have passed their day. The optimism of investors after the report was macrodata additionally amplified output from the press conference Merkel.

ASIA

  • The same effects on the market in the U.S.

EUROPE

Merkel:

  • Statements supported Draghi
  • Just say that Germany is "in conformity" with the approach of the ECB
  • Purchases of bonds but determines the commitment of the countries concerned to save and reform
  • He realizes that there is no time to lose
  • 22nd 8th meeting with Greek PM Samaras, 23 8th with Holland and 29 8th Monti S

SUPERSPAD

Facebook:

  • Due to concerns about the influx of orders, sales could not hold 20 USD
  • Intraday decline by 7% to 19.69 - a minimum of IPO
  • Finally, -6.2% to $ 19.88
  • Since the IPO, lost 40 billion in market value, currently $ 51.2

Heineken:

  • This is to increase its offer for APB with F & N
  • The original offer was $ 6 billion (50 SGD per share) for 40% of APB
  • Heineken currently owns 42% of the APB, due to the strategy it wants to dominate the whole
  • But the game came Kindest Place Groups with 55 SGD 7.3% for APB

Swiss Life Holding: profit in 1H

  • Net profit of 360 million vs. SF. exp. 304.8 million SF
  • The increase in investment yield of 1.9% to 2.7%
  • Exposure to PIIGS 1% of total investments
  • CEO very satisfied with the development

Lufthansa

  • The decision on the date of opening of the new airport in Berlin has moved up to next month
  • Generally it is expected that the third shift will be directed to open next year
  • The original plan allowed for a while longer opening in 2011

Recommendation:

  • Morgan Stanley lowers price target for shares of Lufthansa to 14.7 from 15.7 EUR
  • UBS recommendations for reducing the shares of Deutsche Post on the "neutral" from "buy"
  • Credit Suisse raises price target for shares of Deutsche Post from 18.40 to € 15.65, recommendation "outperform"
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Akciová snídaně 17.8. - Merkelová, Facebook, makro

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