а что там?
Интересные акции (vol.5)
#1522
Отправлено 06 May 2008 - 17:33
так, чисто для прикола
Старье конечно. Но прикол, че та тогда не обратил внимания.
Раньше не замечал, что там Утемуратов тусуется вместе с НАНом и Су
Сообщение отредактировал grazer: 06 May 2008 - 17:37
#1524
Отправлено 06 May 2008 - 18:59
Еще недавно по ним объем прошел - почти 2,5 млн. а цена никак не отреагировала....
Никто КИКовские простые акции не считал - размещались они по балансовой от 10050 до 10055 тенге, а если учесть то что они 20% Ипотченого рынка держат и в соответствии с планами правительства могут увеличть долю, то потенциал а у компании хороший и по DCF выходят на 13 000 тенге, правда кончено ликвидность маленькая, только 10% фрифлоат, интереса для НПФ и домов не представляет.
Никто их не считал - у кого какие цифры есть? Может взять "тихую" бумажку с прицелом до конца года - я посмотрел основные держатели НПФы им же выгодно по рынку переоцениваться подороже, вот они и могут с маркет мекером договориться и задрать бумажку повыше для переоценки
#1526
Отправлено 06 May 2008 - 20:47
Кому бублик, а кому дырку от бублика это и есть демократическая республика!
#1527
Отправлено 06 May 2008 - 21:25
European Stocks Fall on Credit Concern; UBS, Swiss Re Lead Drop
By Sarah Jones
May 6 (Bloomberg) -- European stocks fell for a second day after UBS AG lost $17.3 billion in its investment banking unit and Swiss Reinsurance Co.'s profit missed analysts' estimates, renewing concern that the crisis in credit markets will deepen.
UBS, Europe's largest bank, tumbled the most in seven weeks. Axa SA and Aegon NV declined after Swiss Re, the world's biggest reinsurer, reported profit sank 53 percent in the first quarter. HSBC Holdings Plc retreated for the first time in nine days after analysts at UBS downgraded the bank on the potential for losses in the U.S. Rio Tinto Group led a rally in mining shares, limiting declines, as metals prices advanced.
The Dow Jones Stoxx 600 Index lost 0.5 percent to 326.69 at 3:55 p.m. in London, as 15 of the gauge's 18 industry groups fell. The Stoxx 50 slipped 0.5 percent, and the Euro Stoxx 50, a measure for the euro region, decreased 0.6 percent.
``Financials remain a problem in the medium-term,'' said Peter Jarvis, a London-based director of European equities at F&C Asset Management, which oversees about $200 billion. The numbers from UBS are ``uninspiring,'' he said.
The Stoxx 600 has fallen 10 percent this year on speculation that $319 billion in credit losses will cut earnings and push the U.S. into a recession.
Federal Reserve Chairman Ben S. Bernanke said yesterday accelerating home foreclosures may hurt the U.S. economy.
Stocks extended declines after Fannie Mae, the largest U.S. mortgage-finance company, reported a wider loss than analysts predicted as the worst housing slump since the Great Depression deepens.
National Markets
National benchmark indexes slid in all 18 western European markets except Portugal. France's CAC 40 slipped 0.4 percent, as did Germany's DAX. The U.K.'s FTSE 100 was little changed.
Zurich-based UBS sank 5.2 percent to 34.96 francs, the most since March 17. The world's biggest wealth manager saw clients pulling out 12.8 billion francs ($12.2 billion) in the first quarter, the first reduction since the second quarter of 2000, and said it expects ``tough business conditions'' to continue.
``The UBS outlook statement is pretty cautious,'' said Andrea Williams, who manages about $2 billion in European stocks at Royal London Asset Management and sold her UBS shares in the fourth quarter. ``People have been surprised by the scale of the new outflows on the wealth management side.''
Swiss Re tumbled 5.1 percent to 83.2 francs after the company said profit fell to 624 million francs in the first quarter as premium income declined on falling rates and a further writedown.
Missing Estimates
That was short of a 871 million-franc median estimate of nine analysts surveyed by Bloomberg. The company wrote down a further 819 million francs linked to structured credit default swaps. Premium income fell 20 percent to 6.46 billion francs.
Aegon, the Dutch owner of U.S. insurer Transamerica Corp., sank 3.2 percent to 10.31 euros. Axa, Europe's second-biggest insurer, slipped 1.9 percent to 24.09 euros.
Swiss Life Holding lost 2.4 percent to 310 francs. Switzerland's largest life insurer said first-quarter premiums fell 3 percent to 6.61 billion francs on lower income in its home market. It's the first time that the company has released first- quarter figures.
HSBC lost 1.7 percent to 874 pence. UBS downgraded Europe's biggest bank by market value to ``neutral'' from ``buy,'' citing potential further losses at the lender's Household International unit in the U.S.
``We see losses of $2.6 billion at Household in the first quarter of 2008,'' analysts led by Alastair Ryan wrote in a research note to investors dated May 2.
Veolia
Veolia Environnement SA dropped 5.4 percent to 43.41 euros after the world's biggest water company posted first-quarter profit that missed analysts' estimates.
Earnings before interest and taxes were 701.2 million euros ($1.09 billion), compared with 654.8 million euros a year earlier. That was less than the 744 million-euro median estimate of analysts surveyed by Bloomberg News.
British Land Co. dropped 3.1 percent to 833 pence, and Land Securities Group Plc declined 1.4 percent to 1,546 pence. Morgan Stanley downgraded the two to ``underweight'' saying it had returned to a more ``cautious'' view on U.K. property stocks.
We are ``more bearish than most,'' Morgan Stanley analysts including London-based Martin Allen wrote in a note to clients today. ``Our estimate of the downside risk to property share prices is significantly higher than consensus.''
British Land was cut from ``overweight,'' while Land Securities was lowered from ``equal-weight.''
Rio, Adidas
Rio Tinto, the world's third-largest mining company, rallied 3 percent to 6,288 pence after copper reached a record. Kazakhmys Plc, Kazakhstan's biggest copper producer, gained 2.9 percent to 1,722 pence. BHP Billiton Ltd., the world's biggest mining company, advanced 2.2 percent to 1,918 pence.
Copper for delivery in three months gained as much as 3.5 percent to $8,700 a ton on the London Metal Exchange.
Adidas AG rose 5.2 percent to 42.51 euros. The world's second-largest sporting-goods maker reported a 32 percent gain in first-quarter profit to 169 million euros, after squeezing suppliers for cost reductions and opening stores under its own brand. That beat the 158.9 million-euro average estimate of four analysts compiled by Bloomberg.
Tullow Oil Plc, the U.K. explorer with the most drilling licenses in Africa, surged 23 percent to 935 pence after discovering a ``significant column'' of light oil off the coast of Ghana.
To contact the reporter on this story: Sarah Jones in London at sjones35@bloomberg.net.
Сообщение отредактировал zx_pref: 06 May 2008 - 21:33
#1528
Отправлено 06 May 2008 - 21:28
U.K. Stocks Fall, Led by British Land, Land Securities, HSBC
By Adam Haigh
May 6 (Bloomberg) -- U.K. stocks declined, led by British Land Co. Plc, after Morgan Stanley downgraded its recommendation on the industry to ``cautious'' from ``attractive.''
HSBC Holdings Plc retreated after UBS AG downgraded the shares. Tullow Oil Plc surged after saying its Jubilee oil field off Ghana's coast extends over at least 11 kilometers (6.8 miles).
The FTSE 100 index lost 34, or 0.6 percent, to 6,181.5 at 11:32 a.m. in London. The FTSE All-Share Index declined 0.5 percent and Ireland's ISEQ Index lost 1.3 percent.
British Land, Europe's largest real-estate company by assets, fell 2.3 percent to 840 pence. Land Securities Group Plc, the U.K.'s biggest real estate investment trust, dropped 2.4 percent to 1,531 pence.
Morgan Stanley cut its recommendations on the shares to ``underweight'' and said it was shifting from U.K. property stocks to continental Europe.
We are ``more bearish than most,'' Morgan Stanley analysts including London-based Martin Allen wrote in a note to clients today. ``Our estimate of the downside risk to property share prices is significantly higher than consensus.''
HSBC fell 1.2 percent to 879 pence. UBS downgraded the shares to ``neutral'' from ``buy,'' citing potential further losses at the lender's household unit in the U.S.
``We see losses of $2.6 billion at Household in the first quarter of 2008,'' analysts led by Alastair Ryan wrote in a research note to investors dated May 2. ``We believe the major swing in Household's figures this quarter is likely to be mortgage impairments.''
Tullow Surges
Tullow soared 22 percent to 924 pence, a record. Tullow's Mahogany-2 well ``has intersected a significant column of light oil,'' the London-based company said today in a statement. Tests ``indicate that Jubilee is a single continuous stratigraphic trap extending at least 11 kilometers to the Hyedua-1 discovery well in the adjacent Deepwater Tano license.''
The following stocks also rose or fell in the U.K. markets. Stock symbols are in parentheses.
Bovis Homes Group Plc (BVS LN), the U.K.'s most profitable homebuilder, lost 15.25 pence, or 3.2 percent, to 455.75 after saying first-half sales will be ``significantly'' lower than forecast because of a deepening slump in the country's housing market.
British Airways Plc (BAY LN), Europe's third-biggest carrier, lost 9.5 pence, or 3.8 percent, to 239.25.
``Airlines are not doing enough to counter the challenge of fuel costs,'' Deutsche Bank AG analysts wrote in a note to clients today. ``Until airlines take the downturn seriously - by rising prices and cutting costs - the sector is likely to continue to trade well below book value.''
EasyJet Plc (EZJ LN) and Ryanair Holdings Plc (RYA ID) fell as Deutsche Bank cut its recommendations on the shares. EasyJet lost 4.4 percent to 310 pence after being downgraded to ``hold'' from ``buy.'' Ryanair dropped 17 cents, or 5.4 percent, to 2.98 euros after the brokerage lowered its recommendation to ``sell'' from ``hold.''
International Power Plc (IPR LN) declined 10.25 pence, or 2.3 percent, to 434. The U.K. electricity producer active in 20 countries was downgraded to ``sell'' from ``neutral'' at Goldman Sachs Group Inc.
``The shares look overvalued, despite the company's exposure to rising power margins,'' Goldman analysts wrote in a note to clients today.
New World Resources BV (NWR LN), the Czech Republic's biggest supplier of coking coal to steel mills, rose 42 pence to 1,367 pence on their first day of trading in London. The shares were priced at 13.25 pounds, the top of the announced range.
Randgold Resources Ltd. (RRS LN) added 130 pence, or 5.7 percent, to 2,405. The owner of two gold mines in Mali said first-quarter profit rose 40 percent to $16 million on record gold prices, beating the average analyst estimates of $14.5 million.
Silverjet Plc (SIL LN) soared 1.5 pence, or 9.8 percent, to 16.75. The business-class airline that's getting a $100 million investment to add routes more than tripled the number of passengers it flew in April after adding a plane and starting a service to Dubai.
To contact the reporter on this story: Adam Haigh in London at ahaigh1@bloomberg.net.
Last Updated: May 6, 2008 06:48 EDT
http://www.bloomberg.com/apps/news?pid=206...mp;refer=stocks
German Stocks Fall for First Day in Four; Hypo Real, Banks Drop
By Stefanie Haxel
May 6 (Bloomberg) -- German stocks dropped for the first time in four days as earnings reports from UBS AG, Hypo Real Estate Holding and Swiss Reinsurance Co. reignited concern that losses from the credit-market crisis will deepen.
Commerzbank AG and Deutsche Bank AG retreated after UBS said it lost $17.3 billion in its investment banking unit. Hypo Real Estate fell the most in four weeks after saying first- quarter profit slid 38 percent on markdowns and lower lending income. Munich Re had its biggest decline since March after Swiss Re posted profit that missed analysts' estimates.
The DAX Index lost 60.73, or 0.9 percent, to 6,991.35 as of 2:15 p.m. in Frankfurt. The gauge's losses deepened as Fannie Mae, the largest U.S. mortgage-finance company, reported a $2.19 billion first-quarter loss. Banks and brokerages worldwide have so far reported $319 billion of credit-related losses.
``Results of UBS AG and now Fannie Mae are probably dimming investors' hopes that the worst is over,'' said Gerhard Schwarz, an equity strategist at UniCredit Markets & Investment Banking in Munich. ``UBS's lack of guidance and expectation of an unfavorable economic environment is weighing on the market.''
DAX Index futures expiring in June fell 0.8 percent, to 7,028. The HDAX Index of the country's 110 biggest companies lost 0.9 percent.
Commerzbank, Germany's second-largest lender, lost 62 cents, or 2.6 percent, to 23 euros. Deutsche Bank, the largest, slid 1.54 euros, or 2 percent, to 77.29.
Losses, Writedowns
Zurich-based UBS, the European bank with the biggest losses tied to U.S. subprime mortgages, posted an 11.5 billion-franc ($10.9 billion) first quarter loss in the first quarter.
Hypo Real Estate lost 98 cents, or 4.1 percent, to 22.70 euros, the most since April 9. Germany's second-biggest commercial-property lender said first-quarter profit fell 38 percent on markdowns and lower lending income.
Munich Re, the world's second-biggest reinsurer, lost 3.19 euros, or 2.5 percent, to 123.96, the biggest drop since April 18. Swiss Re, the world's the biggest reinsurer, said profit fell 53 percent after a decline in premiums and 819 million Swiss francs of credit market writedowns.
The following stocks also rose or fell in German markets. Symbols are in parentheses.
Adidas AG (ADS GY) rose 2.14 euros, or 5.3 percent, to 42.54 euros, the biggest gain since March 25. The world's second-largest sporting goods maker reported a 32 percent gain in first-quarter profit, beating analysts' estimates.
Deutsche Lufthansa AG (LHA GY) declined 29 cents, or 1.7 percent, to 17.08 euros. Europe's second-biggest airline said it would consider buying a stake in unprofitable Austrian Airlines Group in the event it's offered an opportunity.
Epcos AG (EPC GY) gained 46 cents, or 4.6 percent, to 10.38 euros, the highest since Jan. 14. The electronic components maker, whose customers include Nokia Oyj and Siemens AG, confirmed its earnings forecast for its fiscal year, even as second-quarter profit fell after an accounting change.
Infineon Technologies AG (IFX GY), Europe's second-largest maker of semiconductors, added 26 cents, or 4.1 percent, to 6.58 euros on speculation industry earnings will pick up. Netherlands' NXP BV, Europe's third-biggest semiconductor manufacturer, said its quarterly net loss narrowed to $78 million from $348 million a year earlier, helped by lower costs, while its gross margin increased.
To contact the reporter on this story: Stefanie Haxel in Frankfurt at shaxel@bloomberg.net
Last Updated: May 6, 2008 08:19 EDT
#1529
Отправлено 06 May 2008 - 21:30
U.K. Stocks Fall, Led by British Land, Land Securities, HSBC
By Adam Haigh
May 6 (Bloomberg) -- U.K. stocks declined, led by British Land Co. Plc, after Morgan Stanley downgraded its recommendation on the industry to ``cautious'' from ``attractive.''
HSBC Holdings Plc retreated after UBS AG downgraded the shares. Tullow Oil Plc surged after saying its Jubilee oil field off Ghana's coast extends over at least 11 kilometers (6.8 miles).
The FTSE 100 index lost 34, or 0.6 percent, to 6,181.5 at 11:32 a.m. in London. The FTSE All-Share Index declined 0.5 percent and Ireland's ISEQ Index lost 1.3 percent.
British Land, Europe's largest real-estate company by assets, fell 2.3 percent to 840 pence. Land Securities Group Plc, the U.K.'s biggest real estate investment trust, dropped 2.4 percent to 1,531 pence.
Morgan Stanley cut its recommendations on the shares to ``underweight'' and said it was shifting from U.K. property stocks to continental Europe.
We are ``more bearish than most,'' Morgan Stanley analysts including London-based Martin Allen wrote in a note to clients today. ``Our estimate of the downside risk to property share prices is significantly higher than consensus.''
HSBC fell 1.2 percent to 879 pence. UBS downgraded the shares to ``neutral'' from ``buy,'' citing potential further losses at the lender's household unit in the U.S.
``We see losses of $2.6 billion at Household in the first quarter of 2008,'' analysts led by Alastair Ryan wrote in a research note to investors dated May 2. ``We believe the major swing in Household's figures this quarter is likely to be mortgage impairments.''
Tullow Surges
Tullow soared 22 percent to 924 pence, a record. Tullow's Mahogany-2 well ``has intersected a significant column of light oil,'' the London-based company said today in a statement. Tests ``indicate that Jubilee is a single continuous stratigraphic trap extending at least 11 kilometers to the Hyedua-1 discovery well in the adjacent Deepwater Tano license.''
The following stocks also rose or fell in the U.K. markets. Stock symbols are in parentheses.
Bovis Homes Group Plc (BVS LN), the U.K.'s most profitable homebuilder, lost 15.25 pence, or 3.2 percent, to 455.75 after saying first-half sales will be ``significantly'' lower than forecast because of a deepening slump in the country's housing market.
British Airways Plc (BAY LN), Europe's third-biggest carrier, lost 9.5 pence, or 3.8 percent, to 239.25.
``Airlines are not doing enough to counter the challenge of fuel costs,'' Deutsche Bank AG analysts wrote in a note to clients today. ``Until airlines take the downturn seriously - by rising prices and cutting costs - the sector is likely to continue to trade well below book value.''
EasyJet Plc (EZJ LN) and Ryanair Holdings Plc (RYA ID) fell as Deutsche Bank cut its recommendations on the shares. EasyJet lost 4.4 percent to 310 pence after being downgraded to ``hold'' from ``buy.'' Ryanair dropped 17 cents, or 5.4 percent, to 2.98 euros after the brokerage lowered its recommendation to ``sell'' from ``hold.''
International Power Plc (IPR LN) declined 10.25 pence, or 2.3 percent, to 434. The U.K. electricity producer active in 20 countries was downgraded to ``sell'' from ``neutral'' at Goldman Sachs Group Inc.
``The shares look overvalued, despite the company's exposure to rising power margins,'' Goldman analysts wrote in a note to clients today.
New World Resources BV (NWR LN), the Czech Republic's biggest supplier of coking coal to steel mills, rose 42 pence to 1,367 pence on their first day of trading in London. The shares were priced at 13.25 pounds, the top of the announced range.
Randgold Resources Ltd. (RRS LN) added 130 pence, or 5.7 percent, to 2,405. The owner of two gold mines in Mali said first-quarter profit rose 40 percent to $16 million on record gold prices, beating the average analyst estimates of $14.5 million.
Silverjet Plc (SIL LN) soared 1.5 pence, or 9.8 percent, to 16.75. The business-class airline that's getting a $100 million investment to add routes more than tripled the number of passengers it flew in April after adding a plane and starting a service to Dubai.
To contact the reporter on this story: Adam Haigh in London at ahaigh1@bloomberg.net.
Last Updated: May 6, 2008 06:48 EDT
http://www.bloomberg.com/apps/news?pid=206...mp;refer=stocks
German Stocks Fall for First Day in Four; Hypo Real, Banks Drop
By Stefanie Haxel
May 6 (Bloomberg) -- German stocks dropped for the first time in four days as earnings reports from UBS AG, Hypo Real Estate Holding and Swiss Reinsurance Co. reignited concern that losses from the credit-market crisis will deepen.
Commerzbank AG and Deutsche Bank AG retreated after UBS said it lost $17.3 billion in its investment banking unit. Hypo Real Estate fell the most in four weeks after saying first- quarter profit slid 38 percent on markdowns and lower lending income. Munich Re had its biggest decline since March after Swiss Re posted profit that missed analysts' estimates.
The DAX Index lost 60.73, or 0.9 percent, to 6,991.35 as of 2:15 p.m. in Frankfurt. The gauge's losses deepened as Fannie Mae, the largest U.S. mortgage-finance company, reported a $2.19 billion first-quarter loss. Banks and brokerages worldwide have so far reported $319 billion of credit-related losses.
``Results of UBS AG and now Fannie Mae are probably dimming investors' hopes that the worst is over,'' said Gerhard Schwarz, an equity strategist at UniCredit Markets & Investment Banking in Munich. ``UBS's lack of guidance and expectation of an unfavorable economic environment is weighing on the market.''
DAX Index futures expiring in June fell 0.8 percent, to 7,028. The HDAX Index of the country's 110 biggest companies lost 0.9 percent.
Commerzbank, Germany's second-largest lender, lost 62 cents, or 2.6 percent, to 23 euros. Deutsche Bank, the largest, slid 1.54 euros, or 2 percent, to 77.29.
Losses, Writedowns
Zurich-based UBS, the European bank with the biggest losses tied to U.S. subprime mortgages, posted an 11.5 billion-franc ($10.9 billion) first quarter loss in the first quarter.
Hypo Real Estate lost 98 cents, or 4.1 percent, to 22.70 euros, the most since April 9. Germany's second-biggest commercial-property lender said first-quarter profit fell 38 percent on markdowns and lower lending income.
Munich Re, the world's second-biggest reinsurer, lost 3.19 euros, or 2.5 percent, to 123.96, the biggest drop since April 18. Swiss Re, the world's the biggest reinsurer, said profit fell 53 percent after a decline in premiums and 819 million Swiss francs of credit market writedowns.
The following stocks also rose or fell in German markets. Symbols are in parentheses.
Adidas AG (ADS GY) rose 2.14 euros, or 5.3 percent, to 42.54 euros, the biggest gain since March 25. The world's second-largest sporting goods maker reported a 32 percent gain in first-quarter profit, beating analysts' estimates.
Deutsche Lufthansa AG (LHA GY) declined 29 cents, or 1.7 percent, to 17.08 euros. Europe's second-biggest airline said it would consider buying a stake in unprofitable Austrian Airlines Group in the event it's offered an opportunity.
Epcos AG (EPC GY) gained 46 cents, or 4.6 percent, to 10.38 euros, the highest since Jan. 14. The electronic components maker, whose customers include Nokia Oyj and Siemens AG, confirmed its earnings forecast for its fiscal year, even as second-quarter profit fell after an accounting change.
Infineon Technologies AG (IFX GY), Europe's second-largest maker of semiconductors, added 26 cents, or 4.1 percent, to 6.58 euros on speculation industry earnings will pick up. Netherlands' NXP BV, Europe's third-biggest semiconductor manufacturer, said its quarterly net loss narrowed to $78 million from $348 million a year earlier, helped by lower costs, while its gross margin increased.
To contact the reporter on this story: Stefanie Haxel in Frankfurt at shaxel@bloomberg.net
Last Updated: May 6, 2008 08:19 EDT
#1530
Отправлено 07 May 2008 - 09:23
#1532
Отправлено 07 May 2008 - 09:51
наконец то начали признавать убытки
эх блин похоже это тока начало
#1533
Отправлено 07 May 2008 - 09:51
Еще недавно по ним объем прошел - почти 2,5 млн. а цена никак не отреагировала....
Никто КИКовские простые акции не считал - размещались они по балансовой от 10050 до 10055 тенге, а если учесть то что они 20% Ипотченого рынка держат и в соответствии с планами правительства могут увеличть долю, то потенциал а у компании хороший и по DCF выходят на 13 000 тенге, правда кончено ликвидность маленькая, только 10% фрифлоат, интереса для НПФ и домов не представляет.
Никто их не считал - у кого какие цифры есть? Может взять "тихую" бумажку с прицелом до конца года - я посмотрел основные держатели НПФы им же выгодно по рынку переоцениваться подороже, вот они и могут с маркет мекером договориться и задрать бумажку повыше для переоценки
Бери визу и мастер в прицелом до конца года
#1534
Отправлено 07 May 2008 - 11:08
Вот что я тебе скажу Игнатий Качумайло.
Ты полнейший мудаггг, мне и многим другим весь кайф обломал.]
Надо эмоции попридержать,
На сколько влетел-то?
#1539
Отправлено 07 May 2008 - 12:53
#1540
Отправлено 07 May 2008 - 13:35
наконец то начали признавать убытки
эх блин похоже это тока начало
около $200 лимов на брата - ерунда! вот АТФ уже синдюк взял на 500 лимов.



Тема закрыта









