Author Topic: Today's Outlook  (Read 850102 times)

jaDEB

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Re: Today's Outlook
« Reply #765 on: September 02, 2014, 10:55:35 am »
Yes, thanks MP....  :TU:

I like "Most traded to positive this week APN"  :TU:
jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #766 on: September 02, 2014, 11:28:19 am »
 ;)

Moneypenny

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Re: Today's Outlook
« Reply #767 on: September 03, 2014, 08:28:14 am »
Dow ended -0.18%
Nas +0.39%
S&P -0.07%, futures up.

Asia Pacific so far this morning:
Nikkei +0.49%
Hang Seng +1.79%
Shanghai +0.84%
Singapore +0.20%

Eco Calendar:
10:30 GB Services PMI prev 59.1, exp 58.5

Alsi ended 51 462 (+0.68%), T40 46 076 (+0.71%), Gold $ 1538.07 (17:00), now 1268.37 (8:10)

F&G @ 47 ‘Neutral’, T40 -1 pip @ 46 155 (8:15)

Major moves up:
Cashbuild  +5.81% @ 13750
EOH +4.59% @ 9980
SunInt +3.42% @ 11935
Telkom +3.30% @ 6040

Major moves down:
Holdsport -3.98% @ 4050
Steinhoff -3.74% @ 5120
Tongaat -3.24% @ 16837

New highs for EAO, SunInt, Telkom, RMBH, Remgro and new low for Implats @ 9110.

Traded mostly to the positive this month so far APN, MTN and to the negative SHF, BIL, IMP.

Moneypenny

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Re: Today's Outlook
« Reply #768 on: September 04, 2014, 08:17:10 am »
Dow ended +0.06%, Nas -0.55%, S&P -0.06%, futures red.

Asia trading all red atm, Nikkei -0.31%, Hang Seng -0.39% & Aus -0.60%.

BoJ holds policy unchanged as expected.

Eco Calendar:

BoJ Press Conference

13:00 BoE QE Total, prev  375B & Interest Rate prev and exp 0.50%
13:45 EUR Interest Rate, prev and exp 0.15%
14:15 US Nonfarm Employment prev 218K exp 220K
14:30 ECB Press Conf

F&G @ 51 ‘Neutral’, T40 -131 pips (8:00) @ 46 347.

New high PNR-Foods +5.38% 12807, Sanlam 6829, Telkom 6290, Aspen 32200, MTN 25150, Remgro 25229, Netcare 3350, Sunint 12147.

New low Kumba 30374, Implats 8976

Having second consecutive really bad day, Steinhoff -5.23% @4852

Discovery posted 24% rise in full-year profit, up 2.5% @ 101.77

Trading most to positive this week, APN to negative SHF.


jaDEB

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Re: Today's Outlook
« Reply #769 on: September 04, 2014, 09:23:06 am »
Trading most to positive this week, APN  :TU:
jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #770 on: September 05, 2014, 09:01:20 am »
Dow ended -0.05%, Nas -0.23%, S&P -0.14%

In Europe, FTSE +0.06%, DAX +1.01%, CAC +1.65% after surprise Euro Interest Rate cut from 0.15% to 0.05%.

Asia:
Nikkei flat
Hang Seng -0.3%
Shanghai +0.5%
ASX -0.6%
Kospi -0.4%
Taiex -0.3%

Eco Calendar

08:00 SA Foreign Reserves (USD), prev 49.89B, exp 49.68B, actual 49.77B
14:30 US Nonfarm payrolls, prev 209K exp 225K
14:30 US Unemployment rate prev 6.2%, exp 6.1%

T40 -54 pips (8:55) 46 565, F&G 47 ‘Neutral’

Alsi +0.56%, T40 +0.62% yesterday, new high JSE, RMBH, TigerB, Disc, FirstR, Sunint, MrPrice, Sanlam.

New low ARM 17022

Moneypenny

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Re: Today's Outlook
« Reply #771 on: September 05, 2014, 09:04:25 am »
Scary avatar you've got there jaDEB.

jaDEB

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Re: Today's Outlook
« Reply #772 on: September 05, 2014, 02:30:41 pm »
 ;D  :TU: Thanks
jaDEB

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Moneypenny

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Re: Today's Outlook
« Reply #773 on: September 09, 2014, 08:06:03 am »
US ended last night with Dow -0.15%, Nas +0.20%, S&P -0.28%, futures red.

F&G 46 Neutral

Asia-Pacific at midday:

Tokyo +0.3%
Hong Kong closed
Shanghai +0.1%
Sydney +0.4%
Seoul closed
Mumbai -0.4%
Taipei +0.3%

Eco Calendar:

Hong Kong on holiday
10:00 SA Current Account, prev -161.000B, exp -198.000B (FYI:  Rand expected to weaken more, should deficit come in wider than expected.)
10:30 GB Manufacturing Production, prev & exp 0.3%
12:45 GB BoE Carney announcement
Alsi ended -0.35%, @ 51 630, T40 @ -0.40% @ 46 204.

Trading most to positive this month, MTN, VOD, APN, to negative ANG, KIO, SHF

New high yesterday Advtech 986, Bidvest 30190, Aspen 32482, Tigerbrands 32597, MTN 26344.

New low Assore 28551, Kumba 29202 intraday

T40 currently -28 pips 46 161 (7:28am), Spot Gold 1255.77, Brent Crude 9995.0

Moneypenny

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Re: Today's Outlook
« Reply #774 on: September 10, 2014, 09:11:35 am »
SA current account came in wider than expected yesterday at 6.2% of GDP in Q2, from 4.5% Q1 resulting in >1% fall R/$. (Previous -161.0B, Exp -198.0B, Actual -222.0B.  Rand down as low as 10.94.)

Not much happening with economic reporting worldwide today.

F&G up @ 42 ‘Fear’

SA40 -191 pips at 46 099 (8:57)

Dow ended -0.57%, Nas -0.88%, S&P -0.68%

Asia all red except Nikkei +0.25%

Alsi ended +0.19%, T40 +0.30% yesterday

New high Sappi 4663, Omnia 24120, new low Assore 27327.

Europe opened negative thus far.

Moneypenny

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Re: Today's Outlook
« Reply #775 on: September 12, 2014, 08:21:12 am »
Ohh eh eh, yesterdays SA Manufacturing Production figures at -8%, 5 year low (prev 1.40%, exp -1.90%, actual -3.60%) should have been enough to rob you of your sleep last night.  That, coupled with just as dismal mining industry figures (-7.7%) caused R/$ to lowest since Feb 14 at 10.9965, nearly hitting 11.0 psychological key level. Thank you numsa & kie.

Economic Calendar:

14:30 US Core retail sales prev 0.1%, exp 0.3%
14:30 US Retail sales, 0.0% exp 0.6%.

VIX 12.80 -0.62%, F&G 46 'Neutral', T40 +132 pips 45 968 (8:02am)

Dow ended -0.12%, Nas +0.12%, S&P +0.09%

Asia-Pacific latest:

Tokyo flat
Hong Kong -0.4%
Shanghai + 0.2%
Sydney -0.7%
Seoul +0.4%
Mumbai +0.1%
Taipei -0.8%

Trading to top this week SHF, MTN  - to negative ANG, NPN, VOD.

Trading most to positive this month, APN, MTN.

New high MrP 21625, Netcare 3430, Aspen 34589, Invplc 9968, Invltd 10003, JSE 10925.

New low Assore 25000, ARM 16131.

Alsi ended -0.06% @51 230, T40 -0.11% @45 830.

And on an unrelated but interesting note, Australia raised its terrorist-threat level to "high” indicating near future attack likely.

Moneypenny

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Re: Today's Outlook
« Reply #776 on: September 15, 2014, 09:43:10 am »
Dow ended Friday -0.36%, Nas –0.52%, S&P -0.57%, futures negative.

Today Asia-Pacific closed with:


Nikkei holiday (Respect for Elders Day)
Hong Kong -0.7%
Shanghai +0.3%
Sydney -1%
Seoul - 0.3%
Tapei -0.1%

Europe currently with FTSE -0.22%. DAX -0.65%, CAC -0.36%, MIB -0.56%. IBEX -0.20%.

T40 currently trading (only telephonic trades atm) -35pips (-0.08%).

F&G 43 Fear, VIX 13.31 +3.98%

Terrible things going on in the world this weekend, not even going to elaborate but I understand the shift in investor’s outlook.

Alsi ended +0.03%, T 40 +0.08%

New high Hyprop +9440, New low ARM 16050, Lonmin 3777

No important data release today, JSE still down.

Moneypenny

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Re: Today's Outlook
« Reply #777 on: September 16, 2014, 09:02:11 am »
Dow ended +0.26%, Nas -1.06%, S&P -0.08%, futures flat to red.

Asia-Pacific at midday today:

Nikkei -0.1%
Hang Seng -0.1%
Shanghai +0.2%
ASX 200 -0.6%
Kospi +0.4%
Sensex -0.2%
Taiex -0.8%

Economic Calendar:

10:30 GB CPI
11:00 Ger Zeq Eco Sentiment
14:30 US PPI

Alsi ended 51 376 +0.25%, T40 +0.36% 46 032.

New high SAB +9.66% @ 68907 on report that larger rival Anheuser-Busch InBev interested in possible $122 billion takeover bid.

New lows WHLN 1205 (-12.23%), ARM 15742, Ellies 175

TKG -4.98% on profit taking.

T40 -32 pips (8:47) 45 940, Spot Gold 1235.93, Brent 9928.0

F&G 38 ‘Fear’, VIX +6.09% 14.12

Pan Afr Resources full-year earning falls 7.2%

Clover headline earnings falls 12.8%

Moneypenny

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Re: Today's Outlook
« Reply #778 on: September 18, 2014, 09:10:23 am »
Dow ended +0.15%, Nas +0.20%, S&P +0.15%, futures flat.

Asia up after BoC added tens of billions $ into the banking system after worse-than-expected slowdown.

Nikkei +1.13%
Hang Seng -1.04%
Shanhai +0.05%
Sensex +1.25%
Singapore +0.02%

T40 (8:54am) 45869 +94 pips, Gold 1224.17

F&G 44 ‘Fear’, VIX 12.65 -0.63%

African Oxygen signs R400 mil contract with Scaw Metals Group.

Eco Calendar:

10:30 GB Retail Sales
14:30 US Cont jobless
14:45 US Fed Chair Yellen
15:00 SA Interest Rate, prev & exp 5.75%
15:00 SA Prime Rate prev 9.25%

Yesterday, SA CPI and Retail Sales better than expected.

Alsi ended -0.01%, T40 -0.15%

Up were Ellies +10.16%, Sabvest +6.06%, Brait +3.45%, down Richemont -4.25% on slowing demand, SABMiller -2.41%.

New high MrPrice 21850

Europe opened positive just now.

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Re: Today's Outlook
« Reply #779 on: September 30, 2014, 08:36:43 am »
Pfft? ::) We are back to 9 (EF) on F&G, VIX 15.87.

Europe ended negative yesterday (range between –0.04% to -1.52%.)

US ended last night with DOW -0.25%, Nas -0.14%, S&P -0.24%, futures green.

Asia at midday today:

Nikkei -1.5%
Hang Seng -1.6%
Shanghai +0.1% (19-month high Monday)
Sydney +0.2% (lowest in 7 months Monday)
Kospi -0.8%
Taiex -0.6%

T40 +27 pips @ 44 245 8:11 am

Gold spot 8:11am $1217.29.  Gold set for worst month in 15 on strong $.

Pinnacle Group remains in final liquidation.

Orion FY revenue R101.5 mil.

York Timer Holdings FY revenue up 17%.

Traded most to positive this month APN, to negative ANG.

Traded most to negative this week AMS, NPN, RCH, to positive TKG, APN.

Alsi ended -0.59% 49 371, T40 -0.67% 44 209

New high Calgro 880, Afro-C 500, new lows for ARM 14050, Grindrod 2242, Northam 3731, Richemont 9277, Implats 8364, Alexander 795, new intra-day lows for Lonmin 3276, DrDGold 380, ComAir 410


Eco Calendar:

03:45 China Manufacturing actual PMI 50.2, exp 50.5
09:55 German Unemployment change prev 1K, exp -2K, Rate 2.901m
10:30 GB GDP (YoY) exp & prev 3.2%, (QoQ) exp & prev 0.8%
11:00 Eur CPI (YoY) prev 0.4%, exp 0.3%
11:00 Eur Unemployment rate prev & exp 11.5%
14:00 SA Trade Balance, prev -6.88B, exp -8.00B
16:00 US Consumer Confidence exp 92.5
« Last Edit: September 30, 2014, 08:40:02 am by Moneypenny »