Czech markets  |  March 28, 2013 18:58:22

European money will revive the American economy! / BIG EXPERT - shares: Week from 25 Third 2,013


In the last two weeks and possibly move to European and world stock market events events in Cyprus. Renowned tax haven thanks to the size of its banking sector fell into a similar issue some time ago Island. Investors will be able to live compare how long it takes to cope with the crisis, when the country has its own currency and how long it will take the Mediterranean island. It is very clear that the current problems with Cyprus will receive many years, while Iceland after the devaluation of its own currency by 80% lightly emerged from the crisis after just four years.

After saving deposits to 100,000 euros, the remaining burden of transferring these values ??and the tax rate will be huge, the assumption is 30-40%.

In the coming months will see the massive outflow of deposits from Europe, or at least their reduction to the amount of 100,000 Euros. Expected direction is clear - USA. It seems that while in Europe the situation will continue to worsen, European money will help the U.S. economy on its feet.

Unfortunately, the Prague Stock Exchange for several long months on their own life and their own problems. Investors are still witnessing selling pressure on ending CEZ shares that are currently attempting to maintain the minimum level of 556 CZK. Literally Calvary experienced investors CETV, if there is, after recent reports of declining advertising in January and February are any left. Even dividend stalwart Philip Morris, Telefonica O2 and Commercial Bank withstand relatively strong oversold. I therefore returned to the PX index level of about 960 pixels which is most likely some time delay.

Personally, I expect another round of debt crisis in Europe (particularly France and Slovenia) and I opened long positions only to distribution of titles now offering much more attractive and relative stability.

In the coming months I held the gains and dividend strategy would focus on Pegas, Commercial Bank, Philip Morris and VIG. Smaller positions at current prices I began to build on shares of CEZ.

Karel Handbag, CAPITAL GRANT

Expert opinions on the future development of selected stocks on the Czech capital market in the next month and a half, a week from 25 Third 2013th


The estimate for the period from 25 Third to 22 4th 2013 (1 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
ERSTE BANK GROUP
^ 17
569
0
3
2
1
0
NWR
^ 17
74.9
1
2
1
2
0
UNIPETROL
^ 17
173
1
1
3
1
0
PEGAS NONWOVENS
^ 8
515
0
3
1
2
0
VIG
0
998
0
2
2
2
0
CETV
0
90.1
0
2
2
2
0
COMMERCIAL BANK
ˇ -8
3,800
0
2
1
3
0
ČEZ
ˇ-8
569.6
0
2
2
1
1
TELEFÓNICA O2 CR
ˇ -25
305.8
0
1
1
4
0
PHILIP MORRIS CR
ˇ ˇ -50
11225
0
1
0
3
2


The estimate for the period from 25 Third to 23 9th 2013 (6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
ERSTE BANK GROUP
^ ^ 50
569
1
4
1
0
0
NWR
^ 42
74.9
0
5
1
0
0
PEGAS NONWOVENS
^ 42
515
0
5
1
0
0
VIG
^33
998
0
4
2
0
0
UNIPETROL
^ 17
173
1
0
5
0
0
CETV
^ 17
90.1
0
2
4
0
0
COMMERCIAL BANK
^ 17
3,800
0
2
4
0
0
ČEZ
0
569.6
0
3
1
1
1
TELEFÓNICA O2 CR
ˇ -17
305.8
1
0
2
2
1
PHILIP MORRIS CR
ˇ -25
11225
0
1
1
4
0

Rating this week performed:

  • Michal Chrvala - Active Capital
  • George Ramakrishnan - BH Securities
  • Hana Hradilová, 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.czassume no responsibility for these differences.

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Evropské peníze oživí americkou ekonomiku! / BIG EXPERT - akcie: týden od 25. 3. 2013

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