Czech markets  |  May 10, 2012 16:19:37

Sell ??in May and go away apply! / BIG EXPERT - shares: a week from 7 5th 2012


According to our latest forecast, the Czech PX Index moved 900 points to level, where so far found some degree of support. For this movement we find a significant decrease of CEZ shares, Erste Bank and Komercni Banka in having "our" greatest weight index.

In the last month, Czech investors to enjoy the increasing volatility, which favors short-term trades. Conservative investors should, in my view, should be retained in cash and wait for a very cheap shopping. The question is how much stock in light of recent reports from Greece and Spain still cheaper. Personally, I believe it still did not come 'famous final rinse "which would be the right impulse to enter into long positions.

Continue to hold a security strategy and to recommend purchase only certainty in the form of dividend shares CEZ (the price CZK 700 in the medium term I consider to be very attractive due to the dividend). Shopping for me is the level of 3100 CZK at commercial banks and recommend purchase of 720 shares of VIG. I must not forget the shares of Telefonica O2, which is becoming attractive to me on the price of CZK 360.

For now, I would avoid the shares of Erste Bank, which, with regard to Spain, issues may fall significantly below 400 CZK. First I recommend buying on the price of CZK 375.

Very wild through the development of lower emissions (ORCO, KIT Digital), although that offer high potential for appreciation, but in spite of low prices for me are still attractive. (Fundamentally or technically these titles are not good news).

Czech market continues to suffer from low liquidity and without that, as is known, the growth confess. Illustrative case of this fact can be NWR, which appears in the medium term at current prices of around CZK 114 as very attractive, but in light of subsidence mining shares around the world still did not find buying support and interest in them longer. Despite various conflicting analytical comment, it appears that "Sell in May and go away" certainly galvanizing around this year.

Handbag Karl, CAPITAL GRANT

Expert opinions on the future development of selected stocks in the Czech capital market in the next month and a half, a week from 7 5th The 2012th


The estimate for the period from 7 5th to 4 6th 2012 (1 month)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
CETV
^ 20
157
A
0
4
0
0
UNIPETROL
^ 10
171
0
A
4
0
0
TELEFÓNICA O2 CR
0
377
0
A
3
A
0
ERSTE BANK GROUP
ˇ -10
420
0
0
4
A
0
COMMERCIAL BANK
ˇ -10
3333
0
0
4
A
0
PHILIP MORRIS CR
ˇ -10
11 598
A
0
2
A
A
VIG
ˇ -20
764.2
0
0
3
2
0
NWR
ˇ -20
121
0
0
3
2
0
KITD
ˇ -20
90
0
A
2
A
A
CEZ
ˇ -30
720.1
0
0
2
3
0


The estimate for the period from 7 5th to 5 11th 2012 (6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
ERSTE BANK GROUP
^ ^ 60
420
A
4
0
0
0
VIG
^ ^ 50
764.2
A
3
A
0
0
CETV
^ 40
157
A
2
2
0
0
COMMERCIAL BANK
^ 40
3333
A
2
2
0
0
NWR
^ 40
121
A
2
2
0
0
CEZ
^ 20
720.1
0
3
A
A
0
UNIPETROL
^ 10
171
0
A
4
0
0
KITD
^ 10
90
A
A
2
0
A
PHILIP MORRIS CR
0
11 598
A
A
A
A
A
TELEFÓNICA O2 CR
ˇ -30
377
0
A
2
0
2

Comparison:

Look also to the estimates made ??last and before last week.
All estimates can be seen in the section Expert BIG .


Reviews carried out in this week:

  • Libor Bucek, John Mach, Milan Nedbálek - FINANCE Zlin
  • Patrick Hudec - Generali PPF Asset Management, a fund manager společnost
  • Charles handbag, Miroslav Hlavoň - CAPITAL GRANT
  • Premysl Nevlud - LUTHERUS
  • Dusan Reactive - UniCredit Bank Czech Republic

Statistics deals with the ten most liquid stocks traded on the PSE. The tables contain a summary of estimates of experts listed. The column "Price", says Monday's rate of selected titles from which experts in their estimation was based. With this value are estimates after a period of one to six months compared to evaluate success. The column "attractiveness" the weighted average number of different views and can take values ??from -100 to +100.Number of views "Sell", "Buy," etc. is published in other columns.
Note: Assessment takes the form of non-binding opinion, whether a security should be to buy or sell in anticipation of developments 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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Sell in May and go away platí!!! / BIG EXPERT - akcie: týden od 7. 5. 2012

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