Cyrrus (Cyrrus)
Markets  |  September 04, 2012 10:06:31

Breakfast-stock 4.9 - China, before the ECB meeting, EU rating, macro


Overview of the main events for Tuesday, the 4th September 2012

USA

Yesterday National Day

ASIA

GS reduces earnings growth estimates of Chinese companies

EUROPE

negotiations prior to Thursday's ECB meeting

SUPERSPAD

Facebook, Lufthansa

COMMODITIES

Gold

Upcoming Events

14:58 U.S. Markit PMI final
16:00 ISM manufacturing

USA

  • Yesterday National Day

ASIA

  • Goldman Sachs reduced estimate of earnings growth Chinese companies

EUROPE

Culminates negotiations prior to Thursday's ECB meeting

  • Draghi yesterday hinted that the ECB could buy bonds 3Y, without violating the mandate of the ECB
  • Today Van Rompuy meets with Merkel (12:30) and Monti Holland (13:00)
  • Merkel yesterday at a beer festival in Abensberg said that Germany should be united, but reforms must continue incriminated countries
  • Schaeuble: It is very certain that the German constitutional court approves the ESM
  • Schaeuble: It is clear that the debt can not be financed by monetary policy (money = Press)
  • Schaeuble: warned markets, both have excessive expectations of ECB meeting

Moody's

  • The rating outlook cut to negative EU remains Aaa
  • It reflects worse view of the main countries - Germany, France, GB, Netherlands

SUPERSPAD

Facebook

  • Morgan Stanley is looking positive for sales in late 2012 and in 2013
  • In the long term, the ratio of yield / risk attractive
  • Reduce cílovku from 45USD to 30USD

Lufthansa

  • Today continues to strike at airports in Frankfurt, Berlin and Munich
  • It will take 8 hours

Chemical sector as ING

  • Prices are now high enough and the sector is vulnerable
  • It reflects the considerable growth stocks in recent weeks
  • The sector is above the historical average

Daimler vs BMW according to Morgan Stanley

  • Daimler has more space surprise, negative information is already included in the price
  • BMW is valued and that they must overcome in future estimates

COMMODITIES

GOLD

  • Not more than five months in the expectation that CB proceed to stimuli
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Akciová snídaně 4.9. - Čína, jednání před zasedáním ECB, rating EU, makro

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