Cyrrus (Cyrrus)
Markets  |  October 18, 2012 10:22:49

Joint Stock breakfast 10.18 - Spain, China, results, Macro II.



Overview of the main usálostí for Thursday, the 18th October 2012

USA

Ebay Results

ASIA

Better macro from China

EUROPE

Spain tightens around negative scenario stress tests

SUPERSPAD

Nestle

COMMODITIES

Brent

Upcoming Events

Today begins the EU summit in Brussels

10:00 Spain the share of bad loans
14:30 U.S. request
16:00 Philly Fed
16:00 Leading Indicators

10:30 Spain 2015, 2016, 2022
12:00 Nokia - results

USA

EBAY

  • 3Q ADJ. EPS 55C, EST. 54C
  • SEES 4Q EPS 66C-69C, EST. 68C
  • View sales in 4Q 3.85 to 4.0 bln vs est 3.94 billion
  • After the market without significant reaction
  • Revenues in line

ASIA

China

  • The first good news in a long time
  • 3Q GDP in line
  • Industrial production, retail sales and fixed investment fared better
  • The fall in GDP as brakes and analysts in 4Q rebounds
  • This was confirmed by Prime Minister Wen; goals for this year will be met
  • The report is the better it will be in November after 10 years rotate leadership of the Communist Party, which itself can cause some tension

EUROPE

Spain

  • Today public share of bad bank loans
  • The increase since 2008

  • According to Nomura is filled with the worst predicted scenario stress tests of Spanish banks, which has been given to only a 1% probability
  • Nomura says that between 2012 and 2014 Špindlerův GDP drops by 6.2%, whereas the basic test scenario in talking about -1.7%
  • On the basis of the baseline scenario published a number of around 60 billion euros, which require banks
  • If the negative scenario filled, so the banks need more capital

Cyprus

  • RATING CUT TO B from BB BY S & P
  • Negative outlook
  • Since August, the situation has significantly deteriorated

SUPERSPAD

Nestle

  • 9M organic growth of 6.1%, 6.3% EST
  • Slowing mainly in emerging markets (5% vs. 12% est.)
  • They are 40% of sales

COMMODITIES

Brent

  • Goldman Sachs lowers estimate of Brent in 2013 by 15% to 110 USD from 130 USD
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Akciová snídaně 18.10. - Španělsko, Čína, výsledky, makro II.

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