Cyrrus (Cyrrus)
Markets  |  October 30, 2012 10:47:43

Joint Stock breakfast 30.10 - USA closed, BoJ, results, macro

Overview of the main events for Tuesday, the 30th October 2012




Markets will be closed today  


Japan increases asset purchase program


Juncker convened an emergency meeting min.fin.




Erste, Allianz, BP, DB

Upcoming Events

9:00 3Q GDP Spain
9:55 Germany change jobs
11:00 EZ Consumer Confidence
14:00 CaseShiller property
11:00 Italy in 2017, 2022 bonds (7 billion)

12:00 Ford


U.S. stock markets remain closed today:

  • Trading on the CME with equity indices and interest rate instruments will be open
  • It is the first 2-day outage due to weather since 1888
  • Should be open tomorrow (or must, is the last day of the month, portfolio managers must modify the portfolio)
  • Chicago Board of Trade (commodity markets) will be closed today, but electronic trading will run normally
  • According to S & P hurricanes have statistical correlation with the growth or decline in market


  • Drops in at the end of trading


  • BoJ increased its asset purchase program by 11 trillion. yen ($ 138 billion) to EUR 66 trillion. yen
  • Expected 10 trillion. yen
  • This increased fears that the 3rd largest economy is in trouble
  • Incentives would probably not stop, waiting for the next early next year


  • The central bank reduces the required reserves from banks
  • Been trying to encourage lending


Junecker convene an extraordinary meeting of financial ministers EURO:

  • In the next 2 weeks will be 3 meetings, mainly because of Greece (extra will be held 11.08)


Erste Bank:

  • Net profit of EUR 144 million vs. different consensus, which were at levels around 150 million EUR
  • Operating revenues were solid, interest income slightly above expectations, weaker fee income offset by higher profit from trading
  • Personnel costs are lower than expected
  • Also, the cost of risk practically in line with expectations, as well as the financial result
  • Profit before tax at the level of market expectations and slightly above our projection
  • Capital adequacy vs. unchanged. 2Q2012, balance slightly increased, RWA stable loan-to-deposit ratio also q / q stable
  • They confirmed that the operating profit in 2012 will be "slightly below the level of 2011", as well as confirmed that they expect that Romania will return to profit next year
  • Also, the cost of risk guidance unchanged

Deutsche Bank:

  • Profit vs. EUR 747 million. eyelets. 564 million EUR
  • Mainly investment banking was surprisingly good (trading stocks and bonds)
  • Was mainly CB interventions and the growth of
  • They are on track to meet Basel 3 requirements

Hugo Boss:

  • Confirm the views
  • Sales EUR 646 million vs. eyelets. 652 million EUR
  • EBITDA of EUR 165 million vs. eyelets. 182 million EUR
  • Collided is mainly wholesale sales


  • EBITDA vs EUR 1.85 billion. eyelets. 1.83 billion
  • Sales 9.67 billion vs. eyelets. 9.27 billion
  • Confirms outlook for 2012
  • They buy American manufacturer of vitamins Schiff Nutrition Int. $ 1.2 billion
  • The market for vitamins is much increased, the transaction makes sense


  • Profit 5.43 billion vs. eyelets. 5.04 billion USD
  • Increase the dividend of 9c 8c
  • Better refining margins, but they will fall

Allianz - preliminary results:

  • Increases outlook for 2012
  • Improved EBIT for 3Q
  • In particular, it helped Asset Management Division

Telefónica Germany:

  • Subscription price of € 5.6
  • Chosen to EUR 1.45 billion
  • Trading will begin on Tuesday



  • Refinery on the east coast are closing
  • Accumulate in the oil storage
  • Price is slightly decreasing, Brent currently on the value of $ 109.34 / barrel, WTI crude oil price on the value of $ 85.54 / barrel

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