Czech markets  |  November 01, 2012 15:54:15

Will XETRA salvation of the PSE? / BIG EXPERT - shares: Week from 29 10th 2,012


The trading volume in recent weeks and months immediately obvious that the Czech stock market investors have already left and are involved in much more liquid markets in Europe or in the U.S.. Yesterday marked activity in the shares of Erste Bank only confirmed our thesis that investors Czech titles give "only when something goes". We can observe extreme activity on the one hand, together with virtually no interest in the rest of the other titles. The question remains whether the system XETRA, which begins with the PSE to use "attract" as many missing and needed liquidity back.

In the last year, the vast majority of activities focus on the PSE in several titles. Among the "most active" include CEZ, Erste Bank, Commercial Bank, CME and Telefonica O2. The rest of the field rather paběrkuje stock. Man does not want to think about how the situation developed in the Czech Republic if the government fell.

In the remainder of this year and the next, I remain a supporter of dividend securities. After any correction I got into long positions in shares of ČEZ, Pegasus, Philip Morris, Commercial bank and to a lesser extent, Telefonica O2. Speculative players will undoubtedly concentrate on stocks and CETV NWR, whose fundamentals are now very weak.

Karel Handbag, CAPITAL GRANT

Expert opinions on the future development of selected stocks on the Czech capital market in the next month and a half, a week from 29 10th 2012th


The estimate for the period from 29 10th to 26 11th 2012 (1 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
ERSTE BANK GROUP
^ 40
450.9
1
2
2
0
0
UNIPETROL
^ 10
170.2
1
0
3
1
0
ČEZ
0
709
0
1
3
1
0
FORTUNA
0
86.9
0
0
5
0
0
COMMERCIAL BANK
0
3,985
0
1
3
1
0
NWR
ˇ -10
82.74
0
0
4
1
0
PEGAS NONWOVENS
ˇ -20
444
0
0
3
2
0
PHILIP MORRIS CR
ˇ -20
10500
0
2
0
2
1
CETV
ˇ -30
128.35
0
1
2
0
2
TELEFÓNICA O2 CR
ˇ -30
385.9
0
1
1
2
1


The estimate for the period from 29 10th 2012 to 29 4th 2013 (6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
ERSTE BANK GROUP
^ ^ 60
450.9
1
4
0
0
0
NWR
^ 40
82.74
0
4
1
0
0
CETV
^ 30
128.35
0
3
2
0
0
ČEZ
^ 20
709
1
1
2
1
0
PEGAS NONWOVENS
^ 20
444
0
3
1
1
0
UNIPETROL
^ 10
170.2
1
0
3
1
0
FORTUNA
^ 10
86.9
0
1
4
0
0
COMMERCIAL BANK
^ 10
3,985
0
1
4
0
0
TELEFÓNICA O2 CR
ˇ -20
385.9
0
1
2
1
1
PHILIP MORRIS CR
ˇ -30
10500
0
2
0
1
2

Rating this week performed:

  • Libor Bucek, Jan Mach, Milan Nedbálek - FINANCE Zlín
  • Patrick Hudec - Generali PPF Asset Management, a fund manager společnost
  • Karel Handbag, Miroslav Hlavoň - CAPITAL GRANT
  • Roman Skalicky - LUTHERUS
  • Dušan Reactive - UniCredit Bank Czech Republic

Statistics deals with ten of the most liquid stocks traded on the PSE. The tables contain a summary of the estimates of experts listed. The column "Price" the Monday course selected titles from which to its estimates experts came out. With this value estimates will be after a period of one to six months, compared to evaluate success. The column "Attractiveness" the weighted average number of views and can take values ??from -100 to +100. Number of views "Sell", "Buy", etc. is published in other columns.
Note: Ratings are in the form of non-binding opinions, whether a security would be advisable to buy or sell with regard to the expected development in the next one month and a half year. The fact, however, may substantially differ from the estimates of experts. Experts even Kurzy.cz assume no responsibility for these differences.

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Bude XETRA spásou pro pražskou burzu? / BIG EXPERT - akcie: týden od 29. 10. 2012

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