Cyrrus (Cyrrus)
Markets  |  December 19, 2012 10:00:31

Joint Stock breakfast 19.12 - Reef, projections SB, Oracle, macro



Overview of the main events for Wednesday, the 19th December 2012

USA

With nothing new reef

ASIA

Asia close this year's highs

EUROPE

CNB - expected intervention against CZK

SUPERSPAD

Oracle

COMMODITIES

oil

Upcoming Events

10:00 Germany IFO
14:30 U.S. initiated the construction of houses'
14:30 U.S. tavební permission
Fedex 13:30

USA

Fiscal reef

  • Boehner propose that tomorrow the House voted on the proposal to raise taxes for people with incomes over one mile per year
  • Obama calls for lower levels: 400 thousand. USD
  • Boehner and increases the pressure on Obama to take a greater reduction in expenditure

Bank of America survey among portfolio managers

  • 67% of respondents said that China will grow faster next year than this year
  • 40% said that the global economy will grow faster next year than today (this is the highest number in 22 months)
  • 47% said that the biggest problem is the cliff, it says 22% on Europe
  • For the first time since 11/2010 Europe, investors prefer more than USD

The World Bank

  • Estimated growth of East Asia in 2013, by 7.9% in October estimate was 7.2%
  • This region will constitute 40% of world growth
  • These economies will run at its potential
  • Risk in Europe is considerably less than 6 months ago

ASIA

Asian stocks near the year's highs

  • Helps one l hope that the U.S. will exceed fiscal cliff
  • And also Japan, where it is expected that the Bank of Japan Monetary Policy released (today begins 2-day meeting BoJ)
  • Nikkei rising in recent weeks as speculation that the new government will help the economy

EUROPE

CNB

  • Today their meeting
  • All analysts expect to leave rates at 0.05%
  • 13:00 tariffs
  • 14:30 press conference - expected to further verbal intervention against the crown

SUPERSPAD

Oracle

  • Est EPS 64c vs 61c
  • Revenues of USD 9.11 billion vs est 9.02 billion
  • Good numbers, especially in cloud computing
  • They will make a buyback and dividend increase
  • Waiting for the next quarter revenue growth of 1-5%, +4% estimate
  • EPS estimate for the next quarter, in-line
  • Next quarter rebound in sales of hardware
  • They do not see the negative effects of a fiscal cliff at the expenses of customers
  • Better, after market +1.1%
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Akciová snídaně 19.12. - útes, projekce SB, Oracle, makro

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