Г‚В
Over dvuhprotsentny increase U.S. market share was the eve of a strong catalyst for the continuing rebound of the top securities of Russian issuers. This rebound comes immediately to all securities - no differences across sectors. This confirms that no other drivers in the marketplace of ideas, except for the technical realization of the goals are not available. Moreover, although the unconditional leader of securities in the financial sector yesterday's auction of the ocean was clear, the shares of Russian banks are not allocated to the general background on the pace of its growth. In particular, the shares of Sberbank (4.5%) and VTB (4.1%) are lagging behind in the speed of recovery Nornikel MMC Securities (6.7%) and Severstal (5.6%) and only slightly outpaced Lukoil and MTS.
MICEX Index is fixed above the level of 900 points, and, apparently, in the next 2 hours and will remain in place - the market will consolidate at the levels reached in anticipation of key data today. They are reporting Goldman Sachs for 2 quarter 2009 (16.30 Moscow time) and at the same time they go on retail sales in the U.S. (projected 0.5% excluding sales of automobiles). And if a positive result, Goldman Sachs (the most painful post-crisis year, U.S. bank) in a massive rally in commodity and stock markets in the 2 quarter of 2009, few doubted that the data on retail sales will be crucial for the financial markets today. If the data on consumer activity in the United States will surpass the forecast, the recovery in the stock sites will continue. In the course of the observed rebound MICEX index may rise above the level of 950 points, while the U.S. stock market remains about 2%. We adhere to previous recommendations that the most promising for the game up to now the paper of oil and steel companies and banks. In addition, we suggest that you especially do not get involved in the game to increase, cognizant that the descending trend in the Russian stock market, as well as on the western stock indicators remains. It is necessary to fix the time speculative profit and to restore shortovye 'positions at higher price levels. And even more so, it makes sense to suppress the desire to play the rebound in nizkolikvidnyh Securities second tier. Yes, they are able to show very strong growth in the growing market (today shares TGK-9 went up by 30%), but in a sharp deterioration in the external background emerge from these securities with a minimum of losses would be extremely difficult.
peculiar reminder to investors that the recovery of the positive trends in the global economy is not at a pace, as might be expected, are today's data on an index of economic sentiment ZEW (39.5 points). He fell on the meaning of the previous month, not to mention the line, as it turns out, overly-optimistic consensus forecasts. Promproizvodstva Growth in the euro zone in May (0.5%) also were weaker than expected (predicted 1.5%).
| Authorize and appreciate the story;;
3 users rated material 5.
|
Analyst Ratings
|
The course has increased the dollar - a daily review of the cash markets
Tymoshenko does not exclude that the president vetiruet the new Budget Code
Opinion: Problem of the crisis, banks will no sooner than one year
In the housing sector to invest 23 billion UAH
Due to the strong volatility to predict the behavior of the Russian market is difficult even for an hour in advance
By the end of today's trading session, significant changes in the value of index MICEX not expected
Yesterday, the major U.S. indices closed in positive zone
Overview of the oil market for 13.07.09
Week on the world stage: the political hara-kiri, the Japanese not only
The Russian stock market the second day of a technical rebound upward whose potential has not been exhausted
Г‚В
Over dvuhprotsentny increase U.S. market share was the eve of a strong catalyst for the continuing rebound of the top securities of Russian issuers. This rebound comes immediately to all securities - no differences across sectors. This confirms that no other drivers in the marketplace of ideas, except for the technical realization of the goals are not available. Moreover, although the unconditional leader of securities in the financial sector yesterday's auction of the ocean was clear, the shares of Russian banks are not allocated to the general background on the pace of its growth. In particular, the shares of Sberbank (4.5%) and VTB (4.1%) are lagging behind in the speed of recovery Nornikel MMC Securities (6.7%) and Severstal (5.6%) and only slightly outpaced Lukoil and MTS.
MICEX Index is fixed above the level of 900 points, and, apparently, in the next 2 hours and will remain in place - the market will consolidate at the levels reached in anticipation of key data today. They are reporting Goldman Sachs for 2 quarter 2009 (16.30 Moscow time) and at the same time they go on retail sales in the U.S. (projected 0.5% excluding sales of automobiles). And if a positive result, Goldman Sachs (the most painful post-crisis year, U.S. bank) in a massive rally in commodity and stock markets in the 2 quarter of 2009, few doubted that the data on retail sales will be crucial for the financial markets today. If the data on consumer activity in the United States will surpass the forecast, the recovery in the stock sites will continue. In the course of the observed rebound MICEX index may rise above the level of 950 points, while the U.S. stock market remains about 2%. We adhere to previous recommendations that the most promising for the game up to now the paper of oil and steel companies and banks. In addition, we suggest that you especially do not get involved in the game to increase, cognizant that the descending trend in the Russian stock market, as well as on the western stock indicators remains. It is necessary to fix the time speculative profit and to restore shortovye 'positions at higher price levels. And even more so, it makes sense to suppress the desire to play the rebound in nizkolikvidnyh Securities second tier. Yes, they are able to show very strong growth in the growing market (today shares TGK-9 went up by 30%), but in a sharp deterioration in the external background emerge from these securities with a minimum of losses would be extremely difficult.
peculiar reminder to investors that the recovery of the positive trends in the global economy is not at a pace, as might be expected, are today's data on an index of economic sentiment ZEW (39.5 points). He fell on the meaning of the previous month, not to mention the line, as it turns out, overly-optimistic consensus forecasts. Promproizvodstva Growth in the euro zone in May (0.5%) also were weaker than expected (predicted 1.5%).
3 users rated material 5.
Analyst Ratings
The course has increased the dollar - a daily review of the cash markets
Tymoshenko does not exclude that the president vetiruet the new Budget Code
Opinion: Problem of the crisis, banks will no sooner than one year
In the housing sector to invest 23 billion UAH
Due to the strong volatility to predict the behavior of the Russian market is difficult even for an hour in advance
By the end of today's trading session, significant changes in the value of index MICEX not expected
Yesterday, the major U.S. indices closed in positive zone
Overview of the oil market for 13.07.09
Week on the world stage: the political hara-kiri, the Japanese not only