Cyrrus (Cyrrus)
Markets  |  January 09, 2013 10:44:57

Breakfast-stock 1.9 - Alcoa, Japan, macro



Overview of the main events for Tuesday, the 9th January 2013

 

 

USA  

Earnings season

ASIA

Japan

EUROPE

x

SUPERSPAD

Alcoa, Boeing

COMMODITIES

Oil

Upcoming Events

12:00 Industrial production in Germany

USA

4Q earnings season:

  • Waiting only 2.9% increase in profits of companies in the S & P 500
  • Worst quarter since 3Q 2009
  • For comparison, in Q3 2012, earnings increased by 4.6%

ASIA

Japan:

  • Nikkei 225 from a monitored Asian indices again attaches the highest increases
  • The reason more evidence that the Japanese government will fight deflation
  • The Chief Secretary, the Japanese government announced today that the next BoJ governor should "see the need courageous loosening of monetary policy"
  • Japanese pension funds intend to concerns about inflation in their portfolios to focus more on gold
  • It is estimated that through the ETF increase their exposure to gold by 2015 to 1.1 billion USD (more than double the present)

SUPERSPAD

Alcoa:

  • Sales of USD 5.9 billion vs. eyelets. $ 5.6 billion
  • EPS 6c vs.. eyelets. 6c
  • Predict increased demand for aluminum, mainly due to BRIC countries
  • Expect an increase in aluminum prices by 11% vs. +6% Last year
  • With sales and positive outlook

Boeing:

  • During yesterday's trading lost 2.6%
  • The reason for both reduction recommendation from "buy" to "hold" from BB & T Capital Markets
  • Another negative crash of his aircraft 787 Dreamliner in Japan

Recommendation:

  • Morgan Stanley raises price target on shares of SAP from 61 to 69 EUR
  • Nomura raises price target for shares of ArcelorMittal from 11.5 to 12 EUR, recommendations "neutral"

COMMODITIES

WTI Crude Oil:

  • Inventories according to API and DOE
  • Yesterday's inventory according to API showed an increase in oil reserves after an initial sharp reduction
  • Today we expect a corresponding increase in oil reserves and also according to DOE
  • Brent crude oil prices currently on the value of $ 112.03 / barrel, the price of WTI $ 93.24 / barrel
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Akciová snídaně 9.1. - Alcoa, Japonsko, makro

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