Czech markets  |  November 29, 2012 18:04:02

Greece has helped to strengthen the crown / BIG EXPERT - shares: Week from. .


Czech crown strengthened early in the week, while its profits were relatively modest, as investors waited for the outcome of the eurozone finance ministers on Greece. A positive result of this meeting then helped the Crown to grow, up to levels of 25.20 CZK / EUR. On the contrary, a very quiet week witnessed a bond swap curve. Following the developments in the Eurozone fell swaps about three to four points, then bonds slightly more expensive.

The position of the CNB, which in November reduced the repo rate to "technical zero", while indicating that it will not hesitate to resort to intervention in the currency market if the exchange rate swings to unacceptably strong levels as well as macro data currently coming out of the Czech economy and the euro areaimply that the crown would in the coming weeks and months did not show a tendency towards a more pronounced and longer-term strengthening and should hold above 25.00 CZK / EUR.

Shorter crown swaps have only minimal space for fall and major movements or swaps are forthcoming weeks rather unlikely. Similarly, even at the longer end is difficult to identify the reasons why it should be spread between 10Y and 10Y CZK EUR interest rate swaps in a matter of weeks and months unfurl further into negative territory. We assume that the crown swaps will be in terms of the direction and range of motion largely copied the development of their euro counterparts.

Martin Peck, Generali PPF Asset Management,
AN INVEST fund manager of an investment company

Expert opinions on the future development of selected stocks on the Czech capital market in the next month and a half, a week from 26 11th 2012th


The estimate for the period from 26 11th to 24 12th 2012 (1 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
NWR
0
76.8
0
2
1
2
0
PEGAS NONWOVENS
0
463
0
0
5
0
0
PHILIP MORRIS CR
0
10788
0
1
3
1
0
FORTUNA
ˇ -10
82.4
0
0
4
1
0
CETV
ˇ -10
94.99
0
0
4
1
0
TELEFÓNICA O2 CR
ˇ -10
348.5
0
0
4
1
0
UNIPETROL
ˇ -10
171
0
0
4
1
0
ERSTE BANK GROUP
ˇ -20
538
0
1
1
3
0
ČEZ
ˇ -20
677
0
0
3
2
0
COMMERCIAL BANK
ˇ-30
3,850
0
0
2
3
0


The estimate for the period from 26 11th 2012 to 27 5th 2013 (6 months)

Name
Attractiveness
Price
(Monday)
Definitely
buy
Buy
No
action
Sell
Definitely
sell
NWR
^ 30
76.8
0
3
2
0
0
PEGAS NONWOVENS
^ 30
463
0
3
2
0
0
ERSTE BANK GROUP
^ 30
538
0
4
0
1
0
FORTUNA
^ 20
82.4
0
2
3
0
0
ČEZ
^ 20
677
0
2
3
0
0
CETV
^ 10
94.99
0
1
4
0
0
COMMERCIAL BANK
0
3,850
0
1
3
1
0
PHILIP MORRIS CR
ˇ -20
10788
0
2
0
2
1
TELEFÓNICA O2 CR
ˇ -20
348.5
0
1
2
1
1
UNIPETROL
ˇ -30
171
0
0
2
3
0

Rating this week performed:

  • Michal Chrvala - Active Capital
  • Libor Bucek, Jan Mach, Milan Nedbálek - FINANCE Zlín
  • Patrick Hudec - Generali PPF Asset Management, a fund manager společnost
  • Karel Handbag, Miroslav Hlavoň - CAPITAL GRANT
  • 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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