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

 

 

USA  

Better U.S. data  

ASIA

Building on the optimism of the U.S.

EUROPE

Spain

SUPERSPAD

Intel, Apple, IBM, BHP

COMMODITIES

Oil

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

USA

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

ASIA

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

EUROPE

Spain:

  • 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%

SUPERSPAD

Apple:

  • 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

BHP:

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

COMMODITIES

Oil:

  • 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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