Cyrrus (Cyrrus)
Markets  |  October 22, 2012 09:56:29

Joint Stock breakfast 22.10 - Japan, Greece, Spain, the results



Overview of the main events for Monday, the 22nd October 2012

USA

S & P 500

ASIA

Japanese export

EUROPE

Greece, Spain

SUPERSPAD

Deutsche Telekom, Unipetrol

COMMODITIES

x

Upcoming Events

11:00 EZ debt (government debt to GDP)

Peabody Energy - before market
Caterpillar - 13:30
Michelin - after market

USA

S & P 500 - Development last week

  • The first three days through better appreciation macros
  • Last day of erase profits due to worse results (Google, MSFT, GE, ..)

ASIA

Japan

  • The highest decline in exports since the earthquake last year
  • The consequence of weakening global demand and contradiction with China
  • The expected decline 9.9%, 10.3% eventually

EUROPE

Germany x Greece

  • According to Der Spiegel prepares Schäuble program, under which Greece would have bought their own bonds
  • Money would have to borrow from the ESM
  • Greek bonds are currently trading at 25% of face value
  • To buy the bonds for € 40 billion would suffice € 10 billion
  • The aim is to reduce the debt of Greece

Spain

  • Rajoyova Popular Party strengthened its majority of 3 seats in regional elections in Galicia
  • In the Basque PNV won Bild and others (both sides want a higher degree of autonomy)
  • Early elections in Catalonia 25th 11th (Mas in case of winning promised a referendum on the independence of Catalonia)

SUPERSPAD

Deutsche Telekom

  • T-Mobile U.S. filed an application for MetroPCS conjunction with the Federal Communications Commission
  • Cooperation is said to be beneficial for the customer and increase competition in the market
  • Permission will also need to ask the U.S. regulator
  • Following the merger will have 42.5 million subscribers, ie 11.7% of the U.S. market for wireless services
  • Likely to be approved, will be not so great to be able to significantly alter the market conditions

Unipetrol

  • Refinery in Kralupy running out of oil - will have to suspend its processing from Thursday for a few days
  • The problem is that Unipetrol now wants to take more than it has contracted, but currently is not available transmission capacity at the TAL pipeline
  • There does not seem that it should be a long-term problem
  • With the currently strong demand for oil products is negative for Unipetrol
  • Impact on equity as always neutral (although slightly red there might be lit)
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