Vladimír Urbánek (Kurzy.cz)
Markets  |  March 28, 2013 16:57:38

CR - Summary 3.28 - Cyprus peace and macro support optimistic, ČEZ and KB are recovering, HC2 300, CME and NWR in a slump

The PSE for the third day in a row above average record investor activity. After previous downturns with growth came mainly correction of drawing power from a similar development of foreign markets.
They reinforce today thanks to the relatively calm situation in Cyprus indicating that while there is no mass attack savers on their bank account. The main merit is the set of restrictive measures adopted by the Government of Cyprus and the Central Bank. Relative calm then allows for substantial macroeconomic news in the head with an unexpectedly strong retail sales in Germany and with the final revision of GDP growth in the U.S. in Q4 of last year. Surprisingly positive data from the German retail attempted to dampen worse data from the local labor market, but in the end was not as strong a negative effect, probably mainly because the main word played in the growth of the number of unemployedadverse weather.
Data on GDP growth in the U.S. was indeed slightly below market expectations, but quite clearly confirmed the upward trajectory of the U.S. economy. Not to be a record loss of military expenditure data would be very strong. Estimates for Q1 of this year talking about GDP growth by about 2%. The logic of the market then says, when America will grow, it will appear on a global scale, so that the general optimism.
Increasing uncertainty or risk for further development of markets is now mainly used in Italy, where probably the first attempt failed to resolve the election established political stalemate. Winner elections should now submit a plan to build a viable option, or get space for government also protiunijně oriented opposition.

On the home front, attention is focused primarily on CEZ, banks, TO2 and NWR. The former title corrected its previous recessions. Erste held back stocks KB contrast markedly increased. Shares HC2 is able to return over the 300 CZK, trading volume suggests buying activity of the organization.
Significant problems today should CETV shares and NWR. CME is also working on broadening its historic lows. NWR on it also hard work. In their case, investors are likely to react negatively to the announcement date of AGM or at the mention of the program, which also will include the decision to extend the right of making the subscription of new shares. It was just a mention without details, but specifically to such equities cues are often very sensitive.Company can not just twice, and any dilution of existing shareholders' interests (albeit hypothetical) liked the title does not help.

Daily comments on what is happening in the markets:
Wall Street Brief situation: rather cautious ...
12.30 h - Europe slightly in the black thanks to Germany PSE.

Exchange Conclusion 28 March 2013 16:30
Name Course Change Volume Yesterday
AAA Auto 24.05    0.42% 2.60 million 23.95
CME CME 83.00    -4.71% 5.19 million 87.10
ČEZ 588.50    2.35% 407.62 million 575.00
ERSTE BANK GROUP 565.00    -0.35% 96.68 million 567.00
FORTUNA 97.00    0.73% 3.84 million 96.30
COMMERCIAL BANK 3839.00    2.10% 237.07 million 3760.00
NWR 69.70    -3.19% 21.15 million 72.00
ORCO GROUP 55.20    -3.07% 1.22 million 56.95
PEGAS NONWOVENS 508.00    0.79% 5.64 million 504.00
PHILIP MORRIS CR 11,300.00    0.18% 30.46 million 11,280.00
TELEFÓNICA O2 303.00    1.20% 88.47 million 299.40
UNIPETROL 170.90    -1.21% 6.64 million 173.00
VIG 962.00    1.26% 3.80 million 950.00
TOTAL   910.38 million

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ČR - souhrn 28.3. - kyperský klid a makro podporují optimistickou náladu, ČEZ a KB se zotavují, TO2 nad 300, CETV a NWR v propadu

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