Czech markets  |  March 07, 2013 18:26:52

PX is reflected from the surface of 1000 points / BIG EXPERT - shares: from the 4th week Third 2,013


After a rocket into a new year of the domestic market successively lost profits. Measured by the PX in February came under even fairly important technical level of 1,000 points. Finally, he mentioned the levels managed to consolidate and at the end of the month direct to the north.

Support the published results of major titles. For some investors, although their evaluation in the context of current courses lasted longer, but even with a general optimism in the markets, we are seeing solid growth. In my view, can now show the domestic market, compared with the surroundings, and superior performance. Support should be expected dividends and Telefónica O2 also launched repurchase its own shares.Their weight in the index this year negative performance holds especially CEZ. Considering what a surprise negative news could still be appearing, can be rather predict that the title could have the worst behind. The state probably will not want to miss a regular income and the expected dividend CZK 45 this semester was to become a reality at the General Meeting. At the current price (613 CZK) dividend yield of over 7% should the title not "let go" below. On the other hand, should be noted that the energy sector in general in recent times due to various interventions significantly harder to read.

As shown by the last days, the vision of CZK 230 dividend stocks returns are interested in KB, which is also psychologically to deal with the media events on various charges of banks and thus actually possible impact on their financial performance. In addition, you can feel calm from Italy, respectively.from bond markets, which, given the investment banks prompted investors back to join the ranks.

The market was disappointing announcement of "dividends" to 30 CZK for shares of Telefónica O2. However, this still means that the title at the current price (323 CZK) at the PSE offers the highest dividend yield (about 9.3%). Concerns over prices for frequencies or resp. further deterioration in the economy should moderate running further share repurchases. Its intensity, although not likely to be such as last year, but the title in the context of the autumn dividend should support the exchange rate. The dividend yield of titles can compete this year, thanks notified and considered an extraordinary dividend, finally FORTUNA.

Time closest to us but waits dividend at PHILIP MORRIS. The company most likely in the second half of March published an invitation to the General Meeting, respectively. results for the whole of last year. In the context of these market expects dividend of CZK 890. If you confess more significant surprise, the title probably already in dividends but it transfers significant exchange rate changes.

Its weight, however, have fate in the hands of the PX especially both Austrian titles. For them while conversely dividend yield among the lowest. While the shares of VIG, we were about two years ago used to be around 3% weight in the index, in recent days has been closer to 19%. Together with Erste now "Czech" index affects almost 40%.

George Ramakrishnan BH Securities

Expert opinions on the future development of selected stocks on the Czech capital market in the next month and a half, in the week of 4 Third 2013th


Estimate for the period from 4 Third by 1 4th 2013 (1 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
NWR
^40
76
1
2
2
0
0
ERSTE BANK GROUP
^ 30
637.4
0
4
0
1
0
VIG
^ 30
971
0
3
2
0
0
TELEFÓNICA O2 CR
^ 30
316
1
2
1
1
0
UNIPETROL
^ 20
171.45
1
1
2
1
0
PHILIP MORRIS CR
^ 20
11515
1
1
2
1
0
CETV
^ 10
99
0
2
2
1
0
ČEZ
^ 10
603
1
1
2
0
1
COMMERCIAL BANK
^ 10
3,908
0
2
2
1
0
PEGAS NONWOVENS
0
532
0
1
3
1
0


Experts estimate that for the period from 4 Third to 2 9th 2013 (holding period = 6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
NWR
^ ^ 60
76
1
4
0
0
0
ERSTE BANK GROUP
^ ^ 50
637.4
1
3
1
0
0
PEGAS NONWOVENS
^ 40
532
0
4
1
0
0
VIG
^ 30
971
0
3
2
0
0
TELEFÓNICA O2 CR
^ 20
316
1
2
0
2
0
CETV
^ 20
99
0
2
3
0
0
UNIPETROL
^ 10
171.45
1
0
3
1
0
ČEZ
0
603
0
3
0
1
1
COMMERCIAL BANK
0
3,908
0
0
5
0
0
PHILIP MORRIS CR
ˇ ˇ -50
11515
0
0
1
3
1

Rating this week performed:

  • George Ramakrishnan - BH Securities
  • Libor Bucek, Jan Mach, Milan Nedbálek - FINANCE Zlín
  • Patrick Hudec - Generali PPF Asset Management, a fund manager společnost
  • Karel Handbag, Miroslav Hlavoň - CAPITAL GRANT
  • Dušan Reactive - UniCredit Bank Czech Republic

Statistics deals with ten of the most liquid stocks traded on the PSE. The tables contain a summary of the estimates of experts listed. The column "Price" the Monday course selected titles from which to its estimates experts came out. With this value estimates will be after a period of one to six months, compared to evaluate success. The column "Attractiveness" the weighted average number of views and can take values ??from -100 to +100. Number of views "Sell", "Buy", etc. is published in other columns.
Note: Ratings are in the form of non-binding opinions, whether a security would be advisable to buy or sell with regard to the expected development 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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Index PX se odrazil od hladiny 1000 bodů / BIG EXPERT - akcie: týden od 4. 3. 2013

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