Cyrrus (Cyrrus)
Markets  |  October 19, 2012 10:23:00

Joint Stock breakfast 10.19 - U.S. election, EU summit, results, macro

Overview of the main event for Friday, the 19th October 2012




Volatile trading  


Slight declines


EU Summit


Google, Microsoft, Coca-Cola, Telefonica CR, Unipetrol



Upcoming Events

16:00 U.S. existing home sales

McDonald's - before opening the U.S. market
Honeywell - before opening the U.S. market
GE - before opening the U.S. market


U.S. Elections

  • Played with 11.6
  • So far held two discussion duels from which Obama and Romney scored one victory
  • Preparing for another duel
  • According to the latest survey from 10 to 16 October leads with 48% Romney over Obama, with 46% of votes

S & P 500 intraday

  • First opened in the negative due to poorer requests
  • From 16:00 again increases due to better with early indicators and Philly Fed
  • Eventually, due to declines hroším Google results


  • Slight declines, negative sentiment mainly in technology stocks due to poor results Google and Microsoft


EU Summit

  • Today at 10:00 ending a two-day meeting
  • Proposal to create an EU bank want to introduce this year
  • Should be implemented on the first First 2014 and will cover the 6 thousand. banks within the EZ
  • Supervision shall be entrusted to the ECB
  • Union Bank was the main topic, then Greece praised for efforts to meet their obligations and disassembling with the situation in Spain

10y yield SP. and it. bond

  • Italian (orange) near the March lows
  • Spanish (white) at the levels of the end of March



  • EPS $ 9.03, est. $ 10.65
  • Sales of 11.33 billion USD, est. 11.83 billion
  • Revenue from clicks on banner advertising fell by 15% yoy and 3% QoQ
  • Instead, the results after the market had escaped during the trading
  • The company RR Donnelley & Sons published the results of Google for supposedly without his permission
  • Google stock trading was suspended from 18:50 until released complete results
  • Restored been trading from 21:20 to
  • Finally, 7%, and Apple suffered declines (-1.9%), IBM (-2.8%), Facebook (-4.6%)

Microsoft 1Q

  • EPS 53c, est. 56c
  • Sales of 16.01 billion USD, est. 16.39 billion
  • The lower revenues are signed weakening demand for PCs
  • From the sales of Windows 8 promises 40% higher sales than from Windows 7
  • After market -1.8%


  • Performs buyback
  • Repurchased 500 million shares, according to yesterday's closing price therefore worth 18.9 billion USD
  • Tj. 11% of the total number of shares
  • The balance are currently 18.1 billion USD in cash and equivalents
  • Furthermore buyback program still runs in which this repurchases shares at 2.5-3 billion
  • As a response to 1% increase

Telefónica CR

  • Today we have published data regarding the payment of additional dividends from reduction ZK
  • The effective date will be the date of entry into the OR, ie 11.14
  • The payment will be 14.12

Unipetrol - preliminary operating indicators for 3Q

  • The significant increase in refining margins of $ 2.6 in Q2 to $ 5.3 - positive
  • The decline in the price difference BU from $ 2.1 to $ 0.7 - negative
  • The decline in petrochemical margins of olefins from 400 USD to 303 USD - negative
  • Growth petrochemical polyolefin margin from 217 USD to 251 USD - positive
  • Significantly increased utilization rate from 79% to 93% - the decrease of production capacity by closing the refinery Paramo - neutral
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Akciová snídaně 19.10. - US volby, summit EU, výsledky, makro

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