Cyrrus (Cyrrus)
Markets  |  January 10, 2013 10:30:28

Joint Stock breakfast 01.10 - China, ECB, companies, macro



Overview of the main events for Thursday, the 10th January 2013

USA

x

ASIA

Significantly better Chinese exports

EUROPE

Today ECB meeting

SUPERSPAD

Apple, Tesco, VW

COMMODITIES

Wheat

Upcoming Events

13:45 ECB rates
14:30 Draghi press conference
14:30 U.S. request

10:30 Spain long bonds in 2015, 2018, 2026

ASIA

China

  • Exports grew significantly more than expected
  • 14.1% Y / Y r estimated 5.0% Y / Y in December
  • New loans but fell short of estimates (454 billion Yuan 550 billion vs est)

Japan

  • Continue to strengthen the speculation that the Japanese government along with BC on the 21st session of +22.1. increase the asset purchase program
  • Japanese CB Governor said yesterday that the bank communicates closely with the government
  • That's a bit contests its independence, but the markets do not care and expect support the economy

EUROPE

ECB - today's session

  • He does not expect to change the course, ie, likely to keep rates at 0.75%
  • But do not go from Germany not much positive news, it is therefore possible that Draghi suggest that at the next meeting in February or March could proceed further rate cuts

SUPERSPAD

Tesco

  • The biggest growth in sales since 2010
  • They released the figures for the last two months of 2012
  • Revenues grew by 1.8% vs est +1%

Apple

  • Allegedly preparing a cheaper iPhone especially for the Chinese market at the end of 2013
  • This would probably cut for market share Samsung
  • This would have reduced the margin, but again would have increased market share and product portfolio, which is crucial for Apple
  • Should the state from 100 to 150 USD - it is a very competitive price

VW

  • They want to buy the remaining stake in MAN

COMMODITIES

Wheat

  • Offer wheat in the U.S. declining rapidly over the past 17 years
  • It's still the impact of drought, when the harvest turns out to be lower than expected as the government
  • In December, stocks were 15% lower than a year ago
  • Currently the lowest stock (post-harvest) since 2003
  • In 2013, expect the GS, Morgan Stanley rise in price by 17%
  • Tomorrow will be the U.S. government published new figures on the harvest, it is expected that there will be a negative review
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