TTT-Mittwoch, 19.12.07
• 08:00 - ! DE Bauhauptgewerbe Oktober
• 08:00 - DE Kindertagesbetreuung 2007
• 08:00 - DE Erzeugerpreise gewerblicher Produkte November
• 08:00 - DE Viehbestand November
• 09:00 - CH SNB Statistisches Monatsheft Dezember
• 09:30 - ! SE Riksbank Sitzungsergebnis
• 10:00 EU Rede EZB-Präsident Trichet
• 10:00 DE ifo Geschäftsklimaindex Dezember
• 10:00 - IT Industrieaufträge u. -umsatz Oktober
• 10:30 - GB BoE Sitzungsprotokoll
• 11:00 - ! EU Produktion Baugewerbe Oktober
• 13:00 - US MBA Hypothekenanträge (Woche)
• 13:00 - SE Riksbank Ratssitzung
• 14:30 - CA Großhandelsumsatz Oktober
• 15:30 - US Frühindikator Deutschland Oktober
• 16:30 - ! US EIA Ölmarktbericht (Woche)
• 19:00 - US Rede Richmond Fed-Präsident Lacker
• 22:45 - NZ Zahlungsbilanz September-Quartal
http://www.derivatecheck.de/termine/...&site=DC&terminkat=0&TID=57888
HSI | 26974.67 | +241.80 | +0.90% |
HSI FIN | 38909.02 | +76.19 | +0.20% |
HSI UTI | 39628.07 | -234.07 | -0.59% |
HSI PROP | 35313.84 | +904.56 | +2.63% |
HSI COM&IND | 16032.58 | +206.51 | +1.30% |
HSCEI | 15604.61 | +155.14 | +1.00% |
HS Red-chip | 5867.90 | +101.54 | +1.76% |
GEM | 1288.38 | +9.89 | +0.77% |
HSCI | 3794.77 | +42.79 | +1.14% |
HSHKCI | 2807.11 | +22.35 | +0.80% |
HSMLCI | 5024.44 | +66.82 | +1.35% |
HSHKLI | 2318.37 | +18.21 | +0.79% |
HSHKMI | 5261.32 | +40.62 | +0.78% |
HSHKSI | 3018.51 | +30.04 | +1.01% |
HSI | 26974.67 | +241.80 | +0.90% |
NIKKEI225 | 15144.41 | -63.45 | -0.42% |
SSE A | 5194.55 | +120.46 | +2.37% |
SSE B | 353.79 | +4.59 | +1.31% |
SZSE A | 1404.59 | +28.93 | +2.10% |
SZSE B | 679.97 | +10.83 | +1.62% |
Taiwan | 8008.96 | +201.57 | +2.58% |
Singapore | 3405.95 | +36.64 | +1.09% |
Thailand | 814.51 | +0.61 | +0.07% |
Philippines | 3466.28 | -3.93 | -0.11% |
Jakarta | 2662.26 | +16.03 | +0.61% |
Kuala Lumpur | 1393.45 | +8.00 | +0.58% |
HSF1 2019 Pre 44
HSF2 27065 Pre 90
CCI 5867,9 +101,54
T/O 44,42B
Hong Kong shares end morning higher on bargain hunting after Wall Street's
rise
Hong Kong shares finished the morning session higher Wednesday as Wall Street's rebound overnight prompted investors to pick up bargains among blue chips.
The European Central Bank's surprisingly large cash infusion of about 500 billion US dollars to ease the credit crunch helped lift US stocks on Tuesday, ending two days of heavy losses. The size of the ECB's injection was twice bigger than it earlier indicated.
""It is quite encouraging that Wall Street had a bit of a rally, providing support for the local stock market. It is a good thing that European and US banks may get help from the central banks in tiding them over the new year, "" said Howard Gorges, vice chairman at South China Securities in Hong Kong.
The Hang Seng Index was up 241.80 points or 0.9 percent at 26,974.67, off a high of 27,214.65 and off low of 26,880.09. The index extended Tuesday's gains. Before Tuesday, the index had been down at the close of four consecutive sessions.
Turnover was 44.4 Hong Kong billion dollars.
China Mobile, Asia's biggest mobile phone operator, led the index higher, rising 1 percent on short-covering. Oil and resources stocks also gained.
Hutchison Whampoa was flat, after gaining 1 percent on Tuesday, barely supported by news that its UK 3G telecom unit entered into a network sharing deal with Deutsche Telekom unit T-mobile, which is expected to result in savings for the companies of 2 billion sterling over 10 years.
Today US focus: Fuel 10:30
&
Before the open:
Results
Morgan Stanley MS -- -0.19 2.08 -- (( 48.07 -1.46 (-2.95%)))
General Mills GIS -- 1.13 1.08 --
Commercial Metals CMC -- 0.61 0.71 --
noch zum NIK:
Japan downgrades fiscal 2007 growth estimate
Japan's Cabinet office slashed the nation's economic growth forecast for the year ending March 31, but said the economy will expand 2% in fiscal 2008.
The government said it now expects the gross domestic product growth to expand 1.3% in fiscal 2007, down from its earlier growth estimate of 2%.
The weaker growth estimate follows a slump in home construction activity earlier this year after stricter rules affecting building permits were put into place.
"We see a heightened risk that the economy enters a recession before it gets out of deflation; wage and consumption growth remains subdued," Lehman Brothers said in a research note.
The Cabinet office said growth next fiscal year would be buoyed by stronger private demand, a buoyant corporate sector and some firming up of household balance sheets.
The government pegged nominal growth, the real rate of growth plus inflation, at 2.1%, indicating it expects the return to mild inflation next year.
The firmer price outlook is a marked change from this year where the general price index, as measured by the GDP deflator, is expected to decline 0.5%.
Japan's government slashed its economic growth forecast after stricter rules for obtaining building permits caused housing starts to plummet in September to a four-decade low.
The world's second-biggest economy will probably grow 1.3 percent in the year ending March 31, slower than a previous forecast of 2.1 percent, the Cabinet Office said in Tokyo today.
The government predicts a 2 percent expansion for the next year.
Slower growth may cause tax revenue to decline, making it more difficult for the government to eliminate the deficit and curb the world's largest public debt.
The Finance Ministry will release its budget proposal for next fiscal year tomorrow.
``The more the economy loses steam, the more difficulty the government will have in stoking economic growth through policy measures,'' said Takahira Ogawa, director of sovereign ratings at Standard and Poor's in Singapore. Revenue from taxes could start falling, Economic and Fiscal Policy Minister Hiroko Ota said in Tokyo after the forecasts were published. Finance Minister Fukushiro Nukaga told reporters the government still wants to balance the budget by the year ending March 2012.
The government estimates the so-called primary deficit, the excess of spending over revenue excluding bond sales and interest payments, will narrow to 4.4 trillion yen in the current period from 11.2 trillion yen last year. Spending Increase Government spending is likely to increase to 83.2 trillion yen ($734 billion) in the year starting April 1, the Nikkei newspaper reported on Dec. 16, as an aging population swells social welfare costs. That would be a 0.4 percent increase from the current year's projection.
Japan, the world's largest government debt issuer, will probably cut bond sales to private investors to below 107 trillion yen for next fiscal year, a Finance Ministry official said today. The yield on the 10-year bond fell 2 basis points to 1.51 percent at 1:46 p.m. in Tokyo. Japan's debt will remain at 1.8 times the size of the economy as discussions on raising the nation's sales tax are likely to be delayed, Fitch Ratings said last week. The Liberal Democratic Party and New Komeito, which make up the ruling coalition, last week released a proposal that excluded any mention of when, or how much, the 5 percent tax might increase. ``The proposal of the coalition parties clearly mentioned it will drastically reform the tax system,'' Nukaga said today. ``In that environment, we need to stick with our efforts to achieve a primary balance.'' Bank of Japan Slower growth may make it harder for the Bank of Japan to raise interest rates, the lowest among major economies. The central bank has said it needs to gradually raise the key rate, currently at 0.5 percent, to avoid a repeat of the 1980s asset bubble that led to a decade of falling prices. ``We see a heightened risk that the economy enters a recession before it gets out of deflation,'' said Kenichi Kawasaki, chief economist at Lehman Brothers in Tokyo.
``We judge it likely that the BOJ will keep rates on hold throughout 2008.''
Spending by households is likely to remain sluggish next fiscal year because companies aren't increasing wages, Ota said. ``Japan's gradual recovery hasn't been enough to push up wages and we can't expect a large improvement in consumer spending,'' she said. ``Stalled wage growth is a major reason'' why Japan hasn't been able to shake off deflation.
Housing Debacle The government's revision comes weeks after the housing debacle prompted economists to slash their growth forecasts for the current fiscal year.
Credit Suisse Group reduced its estimate to 1.3 percent last month from 2.9 percent in July.
Macquarie Group Ltd. cut its forecast to 1.2 percent in November from 2.5 percent in August.
The building slowdown will erase 0.6 percentage point from growth, the Cabinet Office said. That's the equivalent of about 3 trillion yen ($26 billion) of GDP, or the same size as Sri Lanka's economy, Bloomberg data show.
Housing starts plunged 35 percent in October and 44 percent in September because the regulations, introduced after an architect fabricated earthquake-resistance data in 2005 to cut costs, caused a logjam in building applications. Prime Minister Yasuo Fukuda said he regrets the results of the changes to the building code, Chief Cabinet Secretary Nobutaka Machimura told reporters today. The instruction manual describing the permit process was issued six weeks after the rules were introduced on June 20. Ota this week called the lapse a ``case of bad preparation.''
Pent-up demand will help housing investment rebound next fiscal year, adding 0.4 percentage point to growth, the Cabinet Office said. The government yesterday said housing construction ``has almost stopped decreasing.''
The GDP deflator, a broad measure of price changes, will rise for the first time in 11 years in the period starting April 1, the government said in today's report.
The Cabinet Office predicted, incorrectly, in each of the past two years that the GDP deflator would rise.
WKN: 846900 | ISIN: DE0008469008 | Intradaykurs:
Frankfurt (BoerseGo.de) - Nach den positiven Vorgaben von der Wall Street werden die deutschen Standardwerte heute voraussichtlich freundlich in den Handel starten. Darauf deuten die vorbörslichen Indikatoren hin. Der auf Basis des Dax-Futures ermittelte X-Dax, der den außerbörslichen Stand des Dax zeigt, wird derzeit auf 7.871 Punkte getaxt. Das sind rund 21 Zähler mehr als zum Xetra-Schluss am Vorabend. Am Dienstag konnte der Leitindex um 0,32% auf 7.850,74 Punkte zulegen. Im Blickfeld der Anleger steht heute vor allem der ifo-Geschäftsklimaindex. Die Volkswirte rechnen mit einem leichten Rückgang.
Der Eurokurs ist im frühen Handel wieder unter die Marke von 1,44 US-Dollar gefallen. Derzeit notiert die Gemeinschaftswährung bei 1,4387 US-Dollar. Am Dienstag hatte die EZB den Referenzkurs auf 1,4416 US-Dollar festgesetzt.
Der Ölpreis hält sich weiterhin knapp über der Marke von 90 US-Dollar. Am Morgen kostete der Februar-Kontrakt für ein Barrel leichtes US-Öl der Sorte WTI 90,45 US-Dollar. Das sind 37 Cent mehr als zum Handelsschluss am Vorabend. Am Dienstag war der Ölpreis an der US-Rohstoffbörse Nymex um 97 Cent auf 90,08 US-Dollar gesunken.
Schönen Tag und gute Geschäfte
Rhoenluese
Charttechnischer Ausblick: Der DAX dürfte heute neutral in den Tag starten. Zu erwarten ist, dass die Gesternnachmittag einsetzende Abwärtsbewegung heute fortgesetzt wird. Dies bedeutet: Zunächst ist ein Anstieg bis 7.907/7.930 möglich, wenn es gelingt den Widerstandsbereich 7.867/7.877 zu überwinden. Ausgehend von 7.867/7.877 oder 7.907/7.930 dürfte dann eine Abwärtsbewegung bis ~7.820 starten. Reichen 7.820 nicht aus, kommen auch tiefere Ziele bei 7.777/7.796 + 7.684/7.702 rechnerisch in Frage. Steigt der DAX hingegen direkt über 7.950, so wäre das Folgeziel voraussichtlich bei 7.994/8.010 zu finden. Fazit: Eine klare Richtung ist nicht zu erkennen. Ein Denken und Handeln in WENN/ DANN Szenarien ist eine sinnvolle Wahl.
HSI FIN 38907.67 +74.84 +0.19%
HSI UTI 40336.14 +474.00 +1.19%
HSI PROP 35201.62 +792.34 +2.30%
HSI COM&IND 16095.21 +269.14 +1.70%
HSCEI 15638.68 +189.21 +1.22%
HS Red-chip 5906.67 +140.31 +2.43%
GEM 1286.17 +7.68 +0.60%
HSCI 3805.22 +53.24 +1.42%
HSHKCI 2809.18 +24.42 +0.88%
HSMLCI 5044.49 +86.87 +1.75%
HSHKLI 2318.01 +17.85 +0.78%
HSHKMI 5279.61 +58.91 +1.13%
HSHKSI 3014.75 +26.28 +0.88%
Hong Kong
what a ride again
ABER die Grundtendenz ist positiver geworden, der Ausblick "medium rare"
nach der Japan Info wurde leicht Panikartig runterverkauft bei moderaten Volumen (Volumen tendenz abnehmend bis Januar !!!)
dann wurde festegestellt, dass Japan gar nicht sooo wichtig ist und die Probleme woandersz u suchen sind, gleichzeitig erhielten wir die guten Arbeitsdaten HK
und die Hochrechnungen für den US Markt sind nicht soo schlecht (mit überraschungen sei zu rechnen..)wobei der heavy heute Moragn Stanley schon runtergetaxt ist
das sentiment hat sich chinesisch positiv entwickelt..
gestern haben die Analysten noch geschworen, dass es nächstes Jahr nicht mehr 40T sondern max 33T gibt, jetzt "sehen wir schon wieder die 29-30T bis zum Jahresende)...Und alle Marktbeobachter "sehen dies auch und wollen mit..."
PS window dressing...
..es ist Zeit ein bisschen Urlaub zu bekommen....
viel Glück Euch in EU Land
Zw
HSI 29000 Eyed Year-End; Unicom +6.1%
midday but volume very light at HK$46.503 billion, indicating sentiment still cautious. Fulbright Securities' Francis Lun tips more market upside before year-end, 29000 likely due to window-dressing, though key is if "buying orders can rotate to China financial stocks."
HK developers, banks outperforming today on strong local fundamentals with latest unemployment rate dropping to 9.5-year
But best performer China Unicom (0762.HK), +6.1% at HK$15.92 after UBS raises target to HK$20.40.
Shorts HK Info
HK's Morning Short Sales Halve; CNOOC Tops List
Short-selling volume down 51% at HK$2.027 billion at interval amid HSI's 0.9% gain, but sentiment cautious with overall turnover sluggish. CNOOC (0883.HK) leads with HK$194.8 million, followed by HKEx (0388.HK) with HK$120.4 million, China Mobile (0941.HK) with HK$111.6 million. No other stocks managed over HK$100 million worth of shorts.
hallo Nimbus,
bin heute morgen aus dem Zockerschein CB8NEF KO 7775, zu 0,58 gestern gekauft und jetzt zu 1,19 verkauft., raugekommen. Aber nicht zum Nachahmen geeignet, da er genau so gut ko haette gehen koennen. Das kann man evtl. riskieren, wenn der DAX schon 100 bis 150 Punkte verloren hat und man von einem reversal ausgeht. Sonst nicht ins fallende Messer greifen ! Und nur mit kleinen Betraegen.
die neuen hier, kennen mich wahrscheinlich nicht, die "alten hasen" wissen bescheid.
Wirtschaftszahlen scheinen im moment wenig einfluss, auf die kuzfristige entwicklung der aktienmärkte zu haben.
Doch eines ist mir klar, jetzt werden, wo es nur geht, löcher "gestopft", die kurzfristig jederzeit den tot, enger knockout scheine bedeuten können u. was hilft es einem,wenn man im nachhinein, doch recht gehabt hat, der schein jedoch wertlos ist.
Ich bleibe deshalb weiterhin short, knock outschwelle ca. 700 punkte vom k.o. entfernt, aber trotzdem jederzeit zum handeln bereit.
mfg
ath
PS.ohne namen zu nennen, finde ich es interessant, dass einer hier immer richtig liegt, egal obs rauf oder runtergeht........
Ich hab noch was für darein zu posten. ABer das tu ich erst, wenn mir danach zumute ist. Vielleicht nächstes Jahr. (Ist eigentlich kein vermasselter Trade gewesen, hätte wohl vielen passieren können. Aber dazu später mehr).
Wünsch dir viel Erfolg.
Gruß
Casaubon