iPoint (iPoint.cz)
Czech markets  |  August 22, 2012 14:03:20

Peter Hlinomaz: Undervalued is ČEZ, VIG and Pegas, KB shares rather avoid ....


The debt crisis in the euro area has been increasing, and it all starts to add slowdown in China. What fate awaits investors on the financial markets at the end of this summer? Represents a bubble created in safe bonds threat to the world economy? They are failing solar companies a unique opportunity to enter the industry? All this and much more to learn in today's interview with BH Securities analyst Peter Hlinomaz.

iPoint: What developments in the markets expect the end of the summer?

Peter Hlinomaz: Markets likely to arrive in late summer to further marginal gains, some overseas rather than in Europe, with the exception of German stocks and it will be a co-specific with lower liquidity.In the first decade of September but falls more terms that are quite crucial for the markets and the question is how early the markets will be evaluated, which could affect the very end of August. The mind is the example:

- U.S. Federal Reserve's decision on interest rates, or more precisely, how to take this opportunity to express outlook in the U.S. economy and whether or not to accede to any measure to promote it

- EU summit, which could offer a more specific form of bank draft Union and whether there would be a significant achievement of consensus

- The German Constitutional Court and how it can shuffle cards, when 12.9 issue a decision on the lawfulness or invalidity of the budget approval by the EU and the ESM German parliamentarians.

iPoint: Many investors are of the view that the solar industry is dead, and the shares of solar companies in recent years have gone to the bottom. Do you see it as an opportunity to buy or do you invest in this sector unfortunate choice?

Peter Hlinomaz: I would rather put it as the need for more differentiated in the selection of such an investment. If we were meant purely electricity generation. energy PV power plants, for example in the Czech Republic is worth the attention of those previously listed to start, since they can benefit from the support of most PV. If it was a company producing and supplying components PV, or solar power developer, it would probably be a lot depended on the region where it operates, what is there status of the legislation and support for PV, etc., to an assessment of the future of such a society. Perhaps German about Balkan and Turkish market may be in such a case even promising.And it would also probably be worth it to broaden the scope of this case, the investment interest not only for PV, but also in other renewables, such as wind and biomass, and this comparison can then plant a little retreat further advantage RES ...

The entire interview with analyst Peter Hlinomaz can read the iPOINT.cz:

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