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


Yesterday National Day


GS reduces earnings growth estimates of Chinese companies


negotiations prior to Thursday's ECB meeting


Facebook, Lufthansa



Upcoming Events

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


  • Yesterday National Day


  • Goldman Sachs reduced estimate of earnings growth Chinese companies


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


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



  • 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


  • 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



  • Not more than five months in the expectation that CB proceed to stimuli
Was this article: 10 | 8 | 6 | 4 | 2 | 0

Read also:

January 09, 2013Breakfast-stock 1.9 - Alcoa, Japan, macro Cyrrus (Cyrrus)

Akciová snídaně 4.9. - Čína, jednání před zasedáním ECB, rating EU, makro

Diskuze a názory

Na dané téma nejsou žádné názory.

Zobrazit sloupec 
Moner | ISIN database | Weather forecast
Česká verze - Akcie cz, kurzy měn, forex, zlato.
Favorite: Prague Stock Exchange Czech crown Czech economy Commodities Gold Trademarks Prague Weather

Copyright © 2000 - 2018, spol. s r.o., AliaWeb, spol. s r.o.,

ISSN 1801-8688