Cyrrus (Cyrrus)
Markets  |  October 17, 2012 10:12:09

Joint Stock breakfast 17.10 - Spain, results, macro

Overview of the main events for Wednesday, the 17th October 2012




Better U.S. data  


Building on the optimism of the U.S.




Intel, Apple, IBM, BHP



Upcoming Events

12:00 New estimates of the macroeconomic indicators of Germany
14:30 U.S. commenced construction
14:30 Building permits U.S.

PepsiCo 13:00
Halliburton before market
eBay after market
Kinder Morgan after market


  • Strong increases due to the good results of macros and U.S. firms


  • Positive development in response to better U.S. macro



  • Moody's confirms rating to Baa3
  • Still, this represents an investment zone
  • Moody's sees less risk that Spain will lose access to financial markets
  • Support program ECB to redeem bonds

Spanish 10y bond yield:

  • Since early September oscillates in the range of 5,6-6%



  • Yesterday increased by 2.4%
  • Sent out invitations to a "special event" at 23 October
  • Most likely it will be the performance of a smaller iPad
  • It should have a 7.85 inch screen, vs. 9.7 inches, which is the current iPad
  • The price is estimated at USD 299-349
  • Apple currently controls 70% of the tablet market, which, according to estimates, expected to double to 162 billion USD in 2017

Intel - results for 3Q:

  • Sales 13.46 billion vs. eyelets. 13.2 billion USD
  • EPS 58c vs. eyelets. 49c
  • Forecast of sales in Q4 from 13.1 to 14.1 billion USD vs. eyelets. 13.7 billion USD
  • Estimate gross margins to 57%, less than the 61.4% expected market
  • After the initial growth of up to 5% eventually decrease of 2%

IBM - results for 3Q:

  • Sales 24.75 billion vs. eyelets. 25.36 billion
  • EPS $ 3.62 vs. eyelets. $ 3.61
  • Revenues worse due to lower sales in North America
  • After the market -3.5%

Danone - Results for 3Q:

  • Sales 5.26 billion vs. eyelets. 5.22 billion EUR
  • In Asia, growth of 18% yoy to 946 million, but in Europe decline by 1.5% yoy to EUR 2.682 billion
  • The problem is still mainly in Spain and Italy
  • Year targets confirmed


  • Mining of iron ore in 1Q vs. 39.77 million tonnes. eyelets. 39.2 million tons



  • Positively impressed by the U.S. data, the shift in Spain
  • Brent crude oil prices currently on the value of $ 114.14 / barrel, WTI crude oil price on the value of $ 92.36 / barrel
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Akciová snídaně 17.10. - Španělsko, výsledky, makro

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