Cyrrus (Cyrrus)
Markets  |  November 06, 2012 10:07:03

Joint Stock breakfast 06.11 - Presidential elections in the USA, China, Greece, results, macro



Overview of the main events for Tuesday, the 6th November 2012

 

 

USA  

Today presidential elections, estimates 50:50  

 

ASIA  

A slight decrease in China probably due to replacement of the state leadership

EUROPE

Agreement on Greece maybe November 12

SUPERSPAD

SPTT, BMW, Apple, Hannover Re

COMMODITIES

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Upcoming Events

9:55 Germany PMI in services
12:00 Germany corporate orders
10:00 + EZ composite PMI in services
15:45 ISM New York

USA

Presidential election:

  • Today the vote
  • Already yesterday, but in some places began and estimates are built to the side of Obama
  • Otherwise, the estimates are so 50:50

ASIA

China:

  • Dips markets probably because of the approaching exchange management
  • Their Congress begins 11.08

Australia:

  • Surprisingly left rates unchanged
  • The local central bankers indicate recovery of the global economy

EUROPE

Oli Rehn to Greece:

  • Agreement on Greece shall be made ??on the EZ finance ministers meeting on the 12th November
  • They are already but doubt that it manages

Schäuble:

  • EU does not have a common banking supervision before 2014

SUPERSPAD

Telefonica:

  • Results of in-line on all levels
  • Perhaps only slightly lower sales, but this is offset by slightly lower cost
  • Are disappointing revenues from the mobile segment, while sales are better from the hard segment
  • OIBDA, EBIT and earnings in-line
  • Overall neutral, before the conference call do not expect a significant response in any direction

BMW:

  • Sales of EUR 18.8 billion vs. eyelets. € 17.9 billion
  • EBIT vs 2 billion. eyelets. EUR 1.74 billion
  • Margin 9.6% auto division, themselves assumed 8-10%
  • Year projections confirm the fact that too starting to feel degraded
  • Conference Call 14:00

Lanxess:

  • Revenues of EUR 2.2 billion vs. eyelets. 2.27 billion
  • EBITDA in-line with estimates
  • 2012 EBITDA estimates on the bottom
  • Automotive sector is pulling down

Hannover Re:

  • Profit vs. EUR 265 million. eyelets. EUR 215 million
  • Better numbers at all levels
  • Increases views

Apple:

  • Considering switching from Intel chips to other (non-advanced), this applies to their PC Mac
  • Will not happen immediately, but discuss it
  • Tablet sales slightly above expectations
  • Again, not enough iPad mini for sale, demand was higher
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Akciová snídaně 6.11. - prezidentské volby v USA, Čína, Řecko, výsledky, makro

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