Cyrrus (Cyrrus)
Markets  |  December 07, 2012 10:19:40

Joint Stock breakfast 07.12 - The Bundesbank, the macro from USA
Overview of the main event for Friday, the 7th December 2012



Today important macro data


The MSCI Emerging Markets Index IT


Revision of growth according to the Bundesbank


Deutsche Telekom, Apple

Upcoming Events

12:00 Industrial production in Germany
14:30 U.S. payrolls
14:30 Unemployment
15:55 Uni of Michigan Confidence


  • Today's data on employment will be adversely affected by Hurricane Sandy


Macros China

  • The weekend will be published important Chinese macro data
  • Industrial production, retail sales and investment in fixed assets

The MSCI Emerging Markets Index IT

  • = Technological index for developing countries
  • Highest level since 2000, and only 5% below the peak reached in 2000 (dot com bubble)
  • Current P / E is 16, when the dot com bubble 2x more expensive (P / E = 34)
  • It follows that the dot com bubble 2 in (at least for now) does not
  • On the other hand, the same index for developed countries is 59% below the peak
  • Samsung +1.8% yesterday and is on record (15.největší company in the world by capitalization)


Today ends the Greek buyback, the results will be on Monday

German Bundesbank lowers GDP growth outlook for Germany for 2013 from 1.6% in June to 0.4%

  • Estimate according to Bloomberg +1%
  • This year's growth will be 0.7%
  • +1.9% In 2014


Deutsche Telekom

  • Increase investment in the U.S. and Germany
  • They will invest EUR 30 bn in 3 years
  • For 2013 it will be 9.8 billion, 8.5 billion est.
  • The investment would be in 2014 to return to the happiness of sales and profit
  • Dividend from the 2013 and 2014 reduced from 70c to 50c, 60c expectation was
  • Consider further redundancies
  • In pre-makrketu the only title DTE grows by 0.3%


  • Arranged with the last of the major U.S. operator T-Mobile fours on how to sell iPhone
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Akciová snídaně 7.12. - Bundesbanka, makro z USA

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