Cyrrus (Cyrrus)
Markets  |  October 25, 2012 10:07:16

Joint Stock breakfast 25.10 - Fed, Asia, results, macro



Overview of the main events for Thursday 25 October 2012

USA

Fed meeting without surprises

ASIA

Worse leading indicator

EUROPE

x

SUPERSPAD

Daimler, Unipetrol, Sanofi, Apple ...

Upcoming Events

10:30 UK GDP
14:30 Durable goods orders
14:30 Applications
16:00 home sales under negotiation

USA

  • U.S. stocks fell slightly
  • Hit on the U.S. shares were Facebook, which proved of better quarterly results strengthen by more than 19%.

Results season:

  • Of 204 companies that have reported, 120 of them disappointed in sales

Fed - session:

  • It will continue doing what he said at the last meeting = ie QE3 continues
  • By the end of the program will continue Twist
  • Extremely low rates hold at least until mid-2015
  • Expect moderate economic growth
  • Inflation accelerated slightly short, but not the long-term problem

Employment in the U.S.:

  • Dismissal of employees is the highest since 2010
  • U.S. companies have already released the 158 thousand. people, compared to 129 thousand in 2011
  • Permeable eg Ford, Dow, DuPont, AMD

ASIA

Leading indicator of the Chinese economy:

  • Growth of only 0.3%, +1.7% last month
  • It is disappointing

SUPERSPAD

Unipetrol:

  • Last Friday I published a preliminary indicators
  • Today's results are not surprising
  • EBIT: 942 million vs. eyelets. 763 million (Cyrrus 961 million) - according to the FIFO method
  • Sales: 28.4 billion vs. eyelets. 29 billion (30.1 billion Cyrrus)
  • Net profit: 645 million vs. eyelets. 570 million (381 million Cyrrus)
  • Profit affected: revaluation reserves (+455 million), financial losses 296 million mainly due to hedging, 200 million dissolution opr.položek

BASF:

  • Sales of EUR 19 billion vs. eyelets. EUR 18.1 billion
  • Increase revenue outlook for 2012, leaving the profit outlook
  • EBIT EUR 2.07 billion vs. eyelets. EUR 1.94 billion
  • Do not expect the economy to improve sales in 4Q
  • Great uncertainty in Europe
  • The results improved mainly due to crude oil

Novartis:

  • Confirm the views
  • € 1.34 EPS in line with estimates
  • Sales of EUR 13.8 billion vs. eyelets. EUR 14.2 billion
  • They are not so much affected by the expiration of patents, a strong dollar hurt them but

Daimler:

  • Results prematurely leaked last night, the U.S. spokesperson is mistakenly sent to employees in the mail
  • Sales of EUR 28.6 billion vs. eyelets. EUR 26.7 billion
  • EBIT of 1.92 billion vs. eyelets. 1.86 billion
  • Lowers full-year EBIT outlook to around 8 billion vs. 9 billion before
  • Lowers profit outlook for next year
  • The reason for this deterioration in Europe and China, decreased margins due to increased competition
  • EPS 1.03 vs. eyelets. 1.12 - worse
  • This year's sales will be significantly higher than last year
  • According to the CFO, the market conditions deteriorated markedly
  • This year, plan to sell a stake in EADS

Sanofi:

  • Revenues of EUR 9 billion in line with estimates
  • EPS € 1.68 vs. eyelets. € 1.53
  • Lost 5% of sales at the expense of generics
  • Slightly improved outlook

Delta:

  • EPS 90c vs. eyelets. 91c
  • Are hit by high fuel prices
  • EBIT of USD 9.9 billion, slightly below estimates
  • Reduce transportation capacity by 3%, order to save another $ 1 billion
  • Shut older aircraft
  • Savings should start to manifest 2.poliviny from next year

Apple

  • Won another in a series of disputes over Samsung in the U.S.
  • This time the court at the International Trade Commission (ITC)
  • Samsung violated them by 4 patents
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Akciová snídaně 25.10. - Fed, Asie, výsledky, makro

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