eddie34
Vendo le Canistracci Oil!
Buongiorno a tutti....
'giorno
Analisi Intermarket ....quelli che.... Investire&tradare - Cap. 1
- Creatore Discussione Novenove
- Data di Inizio
- Stato
'giorno
eddie34
Vendo le Canistracci Oil!
hai involontariamente risposto al mio dubbio amletico... dove mollare il 20% di coperta e incrementare!
thx..
gipa69
collegio dei patafisici
Novenove
Moderator
ciao Gipone....gia' operativo a quest'ora?
gipa69
collegio dei patafisici
ciao Gipone....gia' operativo a quest'ora?
beh insomma... operativo è una parola grossa.. diciamo sveglio...
Il calo dell'export cinese cosa ci dice.. che gli altri hanno rallentato... ora bisogna vedere se siamo solo noi europei come diversi dati al consumo lasciano immaginare o sono anche gli USA... e se la debolezza del dollaro ha contribuito a tenere forte il settore manifatturiero....
DDUKE
Viva i popoli, Viva le Nazioni europee, fanculo U€
Chi mi spiega come saranno tassati gli strumenti inglobanti titoli di Stato ???
Un ETF o SICAV o Fondo di diritto italiano, che hanno in pancia solo titoli o in parte di Stato, come verranno tassati ? al detentore di tale strumento, in vendita, quanto pagherà ? il 20 o il 12.5 ?
Per la doppia tassazione è impossibile andare avanti, fondi addio, prodotti strutturati addio, risparmio gestito addio...che non sarebbe un male ovviamente per l'efficienza...rimane però la disoccupazione.
Io dico che allinearanno la tassazione anche dei titoli di Stato.
Un ETF o SICAV o Fondo di diritto italiano, che hanno in pancia solo titoli o in parte di Stato, come verranno tassati ? al detentore di tale strumento, in vendita, quanto pagherà ? il 20 o il 12.5 ?
Per la doppia tassazione è impossibile andare avanti, fondi addio, prodotti strutturati addio, risparmio gestito addio...che non sarebbe un male ovviamente per l'efficienza...rimane però la disoccupazione.
Io dico che allinearanno la tassazione anche dei titoli di Stato.
Novenove
Moderator
*** CHEUVREUX FOCUS STOCKS ***
(+) PGS (Upgrade to 1/SL, TP 120) & CGG VERITAS (1/SL, TP 35): on Wednesday evening, the US oil & gas regulator (BOEMRE) released the draft supplemental environmental impact statement (SEIS). Once the process completed, auctions for new exploration blocks in the Gulf of Mexico could be announced. All in all, this is giving support to our view that a return of seismic activity in the US GoM will occur by year-end 2011 (with seismic contractors sending back vessels to the GoM as they regain confidence in this major area), a clear catalyst for a market rebalancing in late 2011: We estimate 5%, 10% and 15% price hikes 2011-13
(+) GEA GROUP (2/TP, 30): At the second day of the CMD, management outlined a convincing roadmap for CFS/CT, also driven inorganically. We expect further focus of GEA's portfolio on the F&B area, leading to lower cyclicality and higher multiple. Reiterate 2/OP: Next trigger – guidance upgrade at 29th July
(=) AIRLINES: IATA May traffic figures: Good news on passenger volumes: up 6.8% in total, up 8% in international. Load factors up. Mixed news on the freight segment: down 4% y-o-y, but May 2010 was the peak for post-recession restocking cycle
(=) BENETEAU Q3 sales in line & FY guidance confirmed
(=) LEONI: approved a capital increase of nearly 10 % (as expected). Up to 2.9 mln shares are being placed in an accelerated bookbuilding. Proceeds to be used for financing of purchase of Korean Daekyeung and further growth. LEO confirmed its FY 2011 guidance
(=) LVMH launches tender offer for rest of Bulgari at EU12.25
(+) RWE: Gazprom CEO said that he would be interested in purchasing stakes in German power plants, although he has not yet received any offers. +ve indication that there should be a favourable environment for RWE's upcoming asset disposals.
(+) VALEO: RHJ International completed the sale of its 77.9% holding in Niles Co. to Valeo. The cash price is slightly lower than initially planned at EUR172m after the Japanese crisis.
(+) VESTAS: The company signs frame agreement with EDF Energies Nouvelles on wind turbine supply. EDF will buy at leas 50% of future onshore installations in Europe and at least 30% of US onshore installations from Vestas.
*** RESEARCH HIGHLIGHTS***
(-) SIEMENS downgrade from 1/SL to 2/Outperform, TP 114 vs 116. Short-term trigger missing post trading update; strategic position+direction fine; disposals progressing less rapidly
(+) PGS (Upgrade to 1/SL, TP 120) & CGG VERITAS (1/SL, TP 35): on Wednesday evening, the US oil & gas regulator (BOEMRE) released the draft supplemental environmental impact statement (SEIS). Once the process completed, auctions for new exploration blocks in the Gulf of Mexico could be announced. All in all, this is giving support to our view that a return of seismic activity in the US GoM will occur by year-end 2011 (with seismic contractors sending back vessels to the GoM as they regain confidence in this major area), a clear catalyst for a market rebalancing in late 2011: We estimate 5%, 10% and 15% price hikes 2011-13
(+) GEA GROUP (2/TP, 30): At the second day of the CMD, management outlined a convincing roadmap for CFS/CT, also driven inorganically. We expect further focus of GEA's portfolio on the F&B area, leading to lower cyclicality and higher multiple. Reiterate 2/OP: Next trigger – guidance upgrade at 29th July
(=) AIRLINES: IATA May traffic figures: Good news on passenger volumes: up 6.8% in total, up 8% in international. Load factors up. Mixed news on the freight segment: down 4% y-o-y, but May 2010 was the peak for post-recession restocking cycle
(=) BENETEAU Q3 sales in line & FY guidance confirmed
(=) LEONI: approved a capital increase of nearly 10 % (as expected). Up to 2.9 mln shares are being placed in an accelerated bookbuilding. Proceeds to be used for financing of purchase of Korean Daekyeung and further growth. LEO confirmed its FY 2011 guidance
(=) LVMH launches tender offer for rest of Bulgari at EU12.25
(+) RWE: Gazprom CEO said that he would be interested in purchasing stakes in German power plants, although he has not yet received any offers. +ve indication that there should be a favourable environment for RWE's upcoming asset disposals.
(+) VALEO: RHJ International completed the sale of its 77.9% holding in Niles Co. to Valeo. The cash price is slightly lower than initially planned at EUR172m after the Japanese crisis.
(+) VESTAS: The company signs frame agreement with EDF Energies Nouvelles on wind turbine supply. EDF will buy at leas 50% of future onshore installations in Europe and at least 30% of US onshore installations from Vestas.
*** RESEARCH HIGHLIGHTS***
(-) SIEMENS downgrade from 1/SL to 2/Outperform, TP 114 vs 116. Short-term trigger missing post trading update; strategic position+direction fine; disposals progressing less rapidly
- Stato