Cyrrus (Cyrrus)
Markets  |  November 09, 2012 10:19:54

Joint Stock breakfast 11.09 - U.S. fiscal cliff, China surprised help greece is deferred, results, macro

Overview of the main event for Friday, the 9th November 2012



Parliament warns of recession


Better macro from China


Assistance to Greece postpones


Allianz, Molycorp, Apple



Upcoming Events

15:55 Uni of Michigan Confidence

16:00 wholesale inventories


Fiscal reef

  • Parliamentary Budget Committee reiterated that if the U.S. falls from the fiscal cliff, will the U.S. recession in 1H2013

Negative reaction to Greece and Draghi


The decline in the markets due to worse corporate results


  • Industrial production
    • y / y +9.6% vs est +9.4%, +9.2% last
    • Better
  • Retail sales
    • Est +14.5% vs +14.4%, +14.2% last
    • Better
  • Inflation
    • Est +1.7% vs +1.9%
    • Lowest in 33 months
    • Better

China is doing to accelerate growth while maintaining low inflation

GDP growth is expected in Q4 at 7.7% vs 7.4% in 3Q, waiting in 1Q2013 7.9%

Car sales in October in China: 1.3 miles vs est 1.28 miles


  • Lowered its estimate of growth in 2013
  • The reason for the lower commodity investment companies and saving the government budget
  • This revision follows a few days after the CB did not reduce the rate by seeing modest global recovery


Germany - Inflation

  • October y / y 2% in line with estimates


  • Help you get 12.11 - A term mentioned by some politicians
  • This will be the first 11.26
  • 11.11 will vote on the budget



  • Confirms earnings guidance for FY
  • EBIT of EUR 2.5 billion vs est 2.1 billion EUR


  • EPS-5c-12c vs est
  • Revenues 205.6 208.8 vs est
  • Demand is starting to stabilize
  • After the market up 6.5%


  • Shares unstoppable 200D MA
  • Samsung Galaxy S3 ahead of iPhone 4S in sales
  • Apple returns to head with iPhone 5
  • Oppenheimer: sales are over, they can return briefly to 620 USD
    • Their position has not changed, they have a good portfolio of products
  • Again there are reports that Apple not manage to produce enough iPhone 5 (it says Foxconn CEO)
  • However, competition is growing up and further results will indicate if more Apple products reacted correctly and on time
  • Cílovky not drop
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Akciová snídaně 9.11. - US fiskální útes, Čína překvapila, pomoc řecku se odkládá, výsledky, makro

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