&#9654; TTT - Freitag, 11.01.2008

Boardmail an "H.... E.."

skunk.works: HSI =,1%.....

#2

7

11.01.08 07:05

HK Market Indices	Index	CHG	%CHG
HSI	27258.26	+27.40	+0.10%
HSI FIN	38240.60	+54.92	+0.14%
HSI UTI	42032.35	-3.27	-0.01%
HSI PROP	37944.62	+159.57	+0.42%
HSI COM&IND	16299.59	-2.57	-0.02%
HSCEI	16112.68	+84.99	+0.53%
HS Red-chip	6060.57	+27.64	+0.46%
GEM	1277.74	-9.02	-0.70%
HSCI	3888.78	+13.88	+0.36%
HSHKCI	2875.14	+0.73	+0.03%
HSMLCI	5150.67	+28.82	+0.56%
HSHKLI	2359.25	-2.40	-0.10%
HSHKMI	5438.27	+18.85	+0.35%
HSHKSI	3174.28	-0.10	0.00%

Last Updated: Jan 11, 2008 12:45:00 p.m.

HSI is compiled and maintained by HSI Services Ltd. HKEx disseminates HSI on an "as is" basis without any liability for any loss or damage arising from any inaccuracies or omissions. HSI Services Ltd's website www.hsi.com.hk

Optionen

Angehängte Grafik:
charts.gif (verkleinert auf 83%)

skunk.works: Asia mittags

#3

5

11.01.08 07:06

Asian Market Indices	Index	CHG	%CHG
HSI	27258.26	+27.40	+0.10%
NIKKEI225	14206.72	-181.39	-1.26%
SSE A	5739.54	+12.64	+0.22%
SSE B	367.44	-1.42	-0.38%
SZSE A	1627.53	-10.12	-0.62%
SZSE B	722.29	-1.57	-0.22%
Taiwan	8047.80	-9.47	-0.12%
Singapore	3311.22	+0.15	+0.00%
Thailand	806.16	+5.98	+0.75%
Philippines	3503.70	+49.10	+1.42%
Jakarta	2830.26	+47.63	+1.71%
Kuala Lumpur	1518.44	+26.78	+1.80%

Optionen

skunk.works: NIK -2%

#4

9

11.01.08 07:10

vorgestern gegen den Wind up, heute gege den Wind dwn

heavy selling in Japan:
downgrade der Gesamtwirtschaft gestern durch GS
Autoproduzentnten=schlechte Aussicht
heavy fututre selling
Landeigner, Baufirmen fallen, der überteuerte Landmarkt fällt
etc
etc
vgl auch die Gesmatentwicklung +- der letzten 4 Tage
Angst vor den Zahlen der nächsten Woche (QZ US Banken)
Markt = HYPER nervös

Optionen

Angehängte Grafik:
b.png (verkleinert auf 99%)

skunk.works: Kospi -2,33%

#5

2

11.01.08 07:13

Optionen

Angehängte Grafik:
b.png (verkleinert auf 99%)

skunk.works: HSI update

#6

6

11.01.08 07:14

Hong Kong shares end morning flat on lingering caution over US economy

Hong Kong shares ended Friday morning little changed in volatile trade as export-oriented companies traded lower on concerns over a slowdown in consumer demand in the US, reversing the market's early gains.

Early trade was firmer after Federal Reserve chairman Ben Bernanke pointed to further rate cuts in the US, giving investors an excuse to buy stocks, although underlying sentiment remained cautious.

The Hang Seng Index finished the session up 27.40 points at 27,258.26, after swinging between 27,593.70 and 27,153.50.

Turnover was 73.35 billion Hong Kong dollars.

""The US market may have rebounded last night on expectations of rate cuts, but it is not necessary that the US economy will also rebound because of these rate cuts,"" said Castor Pang, strategist with Sun Hung.

The Fed is widely expected to lower rates by as much as half a percentage point this month to keep the world's largest economy from slipping into a recession.

""A lot of bad news has been pouring in over the last few days and this has turned investor sentiment negative,"" he said.

A series of disappointing economic data from the world's biggest economy -- from weak housing and rising unemployment to falling consumer spending and investments -- has made investors generally cautious

Taiwanese mobile component producer Foxconn International Holdings fell 16 cents or 1.1 percent to 15.08 dollars.

Hong Kong-based apparel and accessories retailer Esprit, which has a significant presence in Europe and US, lost 3.1 dollar of 3.1 percent at 97 dollars.

Li & Fung, which supplies consumer products to US retailer including Wal Mart, was down 40 cents or 1.5 percent at 26.55 dollars.

Asia's biggest refiner, Sinopec Corp, extended Thursday's losses after the Chinese government said it will freeze prices of energy products to curb inflation. Sinopec was down 28 cents or 2.6 percent at 10.48 dollars as the refiner is expected to be hurt further by the increasing gap between rising international crude prices and regulated prices of refined oil products in China.

China Unicom advanced 1.06 dollars or 6.1 percent to 18.58 dollars after a newspaper reported that the mainland government had approved the long impending restructuring in the telecom sector.

Under the plan, the nation's largest mobile phone operator, China Mobile, would be merged with fixed line company China Tietong, the South China Morning Post reported Friday, citing unnamed sources.

The GSM business of China Unicom, the smaller cellular phone operator, would be merged with fixed line company China Netcom Group.

China Telecom Corp, the country's biggest fixed-line phone operator, would acquire Unicom's CDMA mobile phone business.

China Netcom was up 5 cents at 25.10 dollars.

But other telecom blue chips, China Telecom and China Mobile, ended the morning lower as some investors dismissed the report as speculation.

""This is just more speculation, there has been no formal announcement. So investors are selling the stocks that have been overbought,"" said SHK's Pang.

Property counters recovered from Thursday's weakness, on hopes that the Fed will cut rates and trigger a similar reduction in Hong Kong. The sub-index was up 159.57 points or 0.4 percent at 37,944.62.

Hang Lung Properties gained 50 cents or 1.5 percent at 34.05 dollars. But Cheung Kong (Holdings) continued to slide, losing 30 cents at 140.70 dollars on talk that unnamed investors have placed shares worth 4.70 billion dollars.

Local banks were mostly higher as lower rates are expected to raise demand for loans.

Bank of China Hong Kong was up 85 cents or 3.7 percent at 23.70 dollars while the Hang Seng Bank, a unit of HSBC, gained 2.50 dollars or 1.6 percent at 162.50.

Mainland lenders also advanced on hopes for better-than-forecast profit growth for 2007.

China Construction Bank was up 15 cents or 2.3 percent at 6.66 dollars while China Merchants Bank rose 80 cents or 2.5 percent to 33 dollars.

Cathay Pacific Airways climbed 44 cents or 2.2 percent to 20.20 dollars. Hong Kong's biggest airline said Thursday that the company and its Dragonair unit posted a 10.4 percent increase in passenger numbers to 2.1 million from a year earlier.

Optionen

Angehängte Grafik:
bigdrawintraday.gif

Trout: Guten morgen zusammen

#7

8

11.01.08 07:17

Erst mal ein Dankeschön an Moya,der den Thread die letzte Zeit am Leben gehalten hat.
Allen gute Geschäfte

Trout

Optionen

Boardmail an "Trout"

skunk.works: HSI charties an die Front

#8

3

11.01.08 07:25

Greetings

grosse Diskussion hier:
der HSI ist" ausbruchsreif":

wohin geht die Reise - was meint ihr?? up mit den US ? ;-)
oder down mit dem Rest der Welt ?....

viel Glück

Optionen

Angehängte Grafik:
charts.gif (verkleinert auf 83%)

wolle 56: m-dax

#9

4

11.01.08 07:37

für alle shortfreunde ;-)

Optionen

Boardmail an "wolle 56"

Angehängte Grafik:
mid_cap_dax_(performan.png (verkleinert auf 63%)

Casaubon: einen schönen Morgen allerseits

#10

4

11.01.08 08:54

kleiner Tipp: 895273

Ich ordere heute nämlich eine größere Bestellung Tempo-Taschentücher. ;-)))

(Bin sowas von verschnupft.)

PS: das war nastürlich kein ernst gemeinter Tipp. Ich kenn die Firma auch nicht, soll aber laut wikipedia hersteller der berühmten taschentücher sein. (Wird übrigens mit strong buy bewertet. Ich steig aber nicht ein)

Gruß

Casau - Hatschum - bon (Sch....-Wetter)

Optionen

Boardmail an "Casaubon"

skunk.works: HSI Schluss -1.34%

#11

2

11.01.08 09:17

Grund: allg Lage in Asien (Blick

HSI 26867.01 -363.85 -1.34%
HSI FIN 37534.76 -650.92 -1.70%
HSI UTI 41750.92 -284.70 -0.68%
HSI PROP 37274.94 -510.11 -1.35%
HSI COM&IND 16131.00 -171.16 -1.05%
HSCEI 15833.75 -193.94 -1.21%
HS Red-chip 6017.03 -15.90 -0.26%
GEM 1279.20 -7.56 -0.59%
HSCI 3837.36 -37.54 -0.97%
HSHKCI 2839.30 -35.11 -1.22%
HSMLCI 5080.18 -41.67 -0.81%
HSHKLI 2328.13 -33.52 -1.42%
HSHKMI 5369.73 -49.69 -0.92%
HSHKSI 3157.84 -16.54 -0.52%

Optionen

Angehängte Grafik:
bigdrawintraday.gif

skunk.works: wrong picture 11.

#12

11.01.08 09:19

Optionen

http://www.ariva.de/..._den_Anfang_einer_weltweiten_Rezession_t299774

Angehängte Grafik:
nikkey.gif (verkleinert auf 80%)

permanent: Wieso ich Edelmetalle kaufe

#18

11.01.08 09:36

Große Banken holen immer größere Leichen aus dem Keller usw.

Optionen

Boardmail an "permanent"

omei_omei: Hang Seng monthly

#19

7

11.01.08 09:38

Gespanntes warten auf die Impulsion wenn ML rot und mini-ML blau loslassen .

die wo short sind , halten , MM , es lohnt sich

Optionen

Angehängte Grafik:
hsi.gif (verkleinert auf 81%)

omei_omei: Taiwan Weighted

#20

3

11.01.08 09:46

weekly

sieht mir doch schwer nach einem validierten doppel Topp aus , bestätigung unter WL1 rot

Bitte

Optionen

Angehängte Grafik:
twi.gif (verkleinert auf 47%)

Shortkiller: Poelsi zur Lufthansa längerfristig

#21

6

11.01.08 09:49

Könnte zumindest der Bereich 15€ getestet werden, Haltezonen bis dahin eher Fehlanzeige.

Optionen

Boardmail an "Shortkiller"

Angehängte Grafik:
lh.png (verkleinert auf 47%)

omei_omei: down under

#22

2

11.01.08 09:56

Australien all Ordionaries

unter WL1 WL4 darüber genau so und dann ist erst mal Schluss

hier WL4 grün

Bis WL1 grün legitime Konso

Optionen

Angehängte Grafik:
aoi.gif (verkleinert auf 33%)

skunk.works: ML sees HSI 30 may be 36T

#23

3

11.01.08 10:18

BROKER CALL - Hang Seng index 2008 fair value at 30,000 points - Merrrill

- Merrrill Lynch estimated the 2008 fair value of the Hang Seng Index (HSI) at 30,000 points, based on a pre-exceptional earnings growth forecast of 13.1 pct, as well as market liquidity and volatility analysis.

It noted that the index has traded as high as one standard deviation above its fair valuation in past liquidity booms.

Given that the current liquidity boom is more powerful than past booms, ""under our best case scenario, the HSI could trade up to 36,000 points, 1 standard deviation above our valuation,"" Merrill Lynch said.

The investment bank gave five reasons to invest in Hong Kong stocks: 1) robust liquidity inflows, 2) asset reflation, 3) strong economic growth and convergence with Shenzhen and the Pearl River Delta, 4) solid corporate balance sheets, and 5) upward earnings revisions.

Merrill Lynch noted that strong demand for the Hong Kong dollar implies robust liquidity inflows.

""We expect this trend will continue as Asian currencies appreciate, and as money from China and Taiwan comes to Hong Kong,"" it said.

Meanwhile, a weak US dollar, negative real interest rates and improving household income due to strong local economic growth are reasons to expect more asset reflation in the SAR.

The bank has revised Hong Kong's 2008 GDP growth forecast to 6 pct and average 5.5 pct for the subsequent five years.

""We believe neither China's macro adjustments nor the US subprime fallout and economic slowdown will drag Hong Kong's economic growth down,"" it said.

The Hang Seng large and mid-cap indexes have underperformed the broader HSI, it noted. ""We recommend investors to buy Hong Kong blue chip companies and continue to favour large developers, large banks and conglomerates.""

Keith Yeung, a property analyst at Merrill Lynch, expects a 50 pct rise in residential prices by 2009.

Hong Kong's environmental protection and heritage conservation measures will lower land supply and cause a structural housing shortage while housing demand is in a cyclical upturn, Merrill Lynch noted.

It named Henderson Land, Li & Fung, Standard Chartered, Hopewell and Pacific Basin Shipping as its preferred Hong Kong stocks and Kerry Properties, Johnson Electric, Techtronic and HSBC as its least preferred stocks.

It also likes Sun Hung Kai Properties, Cheung Kong, Hutchison Whampoa, MTRC and Bank of China (Hong Kong)

Optionen

jungchen: erstmal genug

#24

3

11.01.08 10:33

short LS73B0 raus per stop vk4,03 (kk3,43)
flat

Optionen

Boardmail an "jungchen"

Felicio: Hallo Happy End

#25

5

11.01.08 11:16

schoen, dass du wieder den Thread eroeffnest.

Die Lage ist unuebersichtlich und schwierig. Meiner Meinung nach haben wir einen Abwaertstrend,der auch noch anhalten wird mit voruebergehenden Kursausschlaegen nach oben. Bernanke versucht verzweifelt eine Rezession abzuwenden und ist im Wuergegriff der Spekulanten. Werden die Zinsen am 30.1. nicht gesenkt, fallen die Kurse!! Also muss er die Zinsen senken vielleicht sogar um 50 Basispunkte. Am kommenden Montag will er 30 Milliarden in die Wirtschaft pumpen und am 28.1. nochmal. Das koennte wieder fuer ein paar Kursspruenge sorgen.

Im Fruehjahr muessen alle Banken ihre Bilanzen veroeffentlichen und somit wird noch manche Leiche ausgegraben. Danach duerfte die Finanzkrise bereinigt sein.

Habe heute einen short DZ0VGF zu 1,73 geordert bei DAX 7755. Wenn der Kurs erreicht wird, bin ich automatisch drin. Ansonsten kaufe ich nur bei Kursausschlaegen und halte mich zurueck.

Optionen