f-h Oni BW sb & Friends-TTT, Freitach 10.09.04
was macht ihr vor den Zahlen um 14.30 Uhr?
Geht ihr vorher raus? Mit nem SL ist man ja der Arsch, wenn die Zahlen positiv für den Markt ausfallen...
Gruss Schlawiner
Wenns abwärts geht, übertreibt ja unser Dax gerne mal, allerdings halte ich ihn fundamental mittlerweile für ziemlich billig im Gegensatz zu Do und vor allem Nasi!
Was meint Ihr?
Reuters
Techs Seen Higher, Dow Lower After Alcoa
Friday September 10, 7:39 am ET
By Michael Flaherty
NEW YORK (Reuters) - U.S. tech stocks looked to open higher on Friday, building on momentum from Nokia Corp.'s (NYSE:NOK - News) raised forecast, but blue chips may be headed lower after a profit warning from Alcoa Inc. (NYSE:AA - News).
PSFT - News) may also boost tech shares after a federal judge rejected the government's bid to block Oracle Corp.'s (NasdaqNM:ORCL - News) proposed acquisition of the business software maker.Walt Disney Co. (NYSE:DIS - News) will also be a focus stock after the entertainment and media conglomerate's long-time chief executive, Michael Eisner, said he would resign in two years.
Alcoa fell more than 5 percent on Thursday after the world's largest aluminum producer warned that plant shutdowns, restructuring costs and weakness in certain markets will hurt its third-quarter profit.
S&P 500 futures were down 1.1 points, about even with fair value accounting for dividends, interest rates and time to expiration on the contract, indicating the market would open near unchanged.
Dow Jones industrial index futures dipped 9 points, while Nasdaq 100 futures climbed up 1.5 points.
"I think the market is going to trade like it did yesterday," said Barry Hyman, chief investment strategist at Ehrenkrantz, King, Nussbaum.
Alcoa was a disappointment, but technology stocks will continue to be bolstered by cell-phone maker Nokia after its upbeat business update on Thursday, Hyman said. Nokia's news helped power Nasdaq to a gain of more than 1 percent on Thursday.
"But a day before Sept. 11, I think we may see a psychologically somber day," Hyman said, adding that Hurricane Ivan may also worry investors.
Traders fear Hurricane Ivan may next week strike the Gulf of Mexico, home to about a quarter of U.S. oil and gas production, although the storm's forecast track is to the east of most energy facilities.
Oil prices made fresh gains on Friday after leaping almost $2 a day earlier the U.S. government said crude stocks sank for the sixth straight week last week and distillate fuels barely grew ahead of winter.
U.S. light crude (CLc1) was up 32 cents at $44.93 a barrel in electronic trading.
On Thursday, the Dow Jones industrial average (^DJI - News) closed down 24.26 points, or 0.24 percent, at 10,289.10. The Standard & Poor's 500 Index (CBOE:^SPX - News) rose 2.11 points, or 0.19 percent, to 1,118.38. The technology-laced Nasdaq Composite Index (NasdaqSC:^IXIC - News) ended up 19.01 points, or 1.03 percent, at 1,869.65.
Among other possible movers, Intersil Corp. (NasdaqNM:ISIL - News), which makes a range of microchips, may fall fell after the company revised its third-quarter 2004 revenue and earnings guidance.
On the data front, the U.S. producer price index for August is due at 8:30 a.m. EDT. A surge in energy costs probably pushed producer prices higher in the month, although analysts said the rise in prices remained benign to the economy.
Beste Grüße vom Gesellen
hatte ich eigentlich rausgeschmissen :-( Hier die Quelle: http://biz.yahoo.com/rb/040910/markets_stocks_3.html
Beste Grüße vom Gesellen
10.09.2004 13:53:
J.P. Morgan stuft Nokia ab
Die Analysten von J.P. Morgan (Nachrichten) stufen die Aktien von Nokia (Nachrichten) von "Neutral" auf "Underweight" ab.
Beste Grüße vom Gesellen
Alcoa's Q3 warning prompts Morgan Stanley downgrade (7:58 AM ET) NEW YORK
(AFX) -- Alcoa's third quarter profit warning overnight has prompted investment
bank Morgan Stanley to slash its rating on the aluminum producer to "equal
weight" from "overweight." Analyst Wayne Attwell said the downward revision
reflects concern that higher energy, healthcare and freight costs will have a
negative impact on earnings over the next 18 months. After the market close
Thursday, Alcoa said it expects to report third-quarter operating earnings of 30
cents to 35 cents per share. Analysts polled by Thomson First Call had been
expecting 52 cents a share. The company blamed the shortfall on a strike, a
fire, restructuring costs and weaker-than-expected demand in some of its
markets. The analyst cut his own earnings forecast for the third quarter to 42
cents a share to reflect the company's new estimates. However Attwell said Alcoa
should be considered a core long-term metals holding as it is one of the few
metals companies that should be able to earn its cost of capital. The cost of
capital is the required return necessary to make investment in a capital project
worthwhile. Shares of Alcoa were down 6.9 percent at $30.98 in pre-market
trading in Instinet.
Chip designer Transmeta lowers Q3 rev. outlook (6:15 AM ET) LONDON (AFX)
-- Chip designer Transmeta Corp. lowered its third quarter revenue outlook to a
range of $6.8 million and $7.5 million against its earlier estimate at $8
million to $8.7 million. "Our current quarter sales will reflect our constrained
product availability as we moved through our 90nm product qualification
process," said the company. "In addition, our sales will be significantly
affected by softening demand in the enterprise sector and by our customers'
product lifecycle-related transitions within their Transmeta-based product
lines."
Premier Foods H1 sales up 14% to 96 mln pounds (2:49 AM ET) LONDON (AFX)
-- Premier Foods , the maker of Branston Pickle, said pre-tax profits before
exceptional items rose 17.7 percent to 96.5 million pounds for the half-year to
July 3. Revenue increased 14.4 percent to 425.8 million pounds. Operating profit
on continuing operations rose 28.9 percent to 35.6 million pounds. In its first
results since listing on the stock exchange in July, Premier said: "We have
grown sales, cut costs and developed our margin ahead of last year and in line
with our strategy." It said the IPO enabled it to reduce net debt and its
interest payments, which stand at 38.8 million pounds for the first half, should
be "significantly" reduced. Looking ahead, it said: "While the trading
environment remains tough, the second half of the year is looking positive,
where seasonally better trading, brand performance and cost cutting measures are
expected to contribute to our full-year results."
Aga Foodservice: Orders for Rangemaster higher (2:18 AM ET) LONDON (AFX)
-- Aga Foodservice Group , the U.K. kitchen appliance and food services
provider, posted a 9.8 percent rise in sales in the first half of the year to
204.4 million pounds. Pre-tax profit rose 7.6 percent to 12.7 million pounds.
Looking ahead, it said U.K. and European "consumer activity remains strong with
Aga home surveys up and
Rangemaster seeing a strong order book for the autumn. In the U.S., Domain's
orders are edging up." In foodservice, it said U.K. and European order books
"are healthier and are expected to deliver better results... U.S. foodservice
markets are patchy but the focus on bakery products brings new opportunities."
This story was supplied by CBSMarketWatch. For further information see
www.cbsmarketwatch.com.
Greetz f-h
Das notwendige Genehmigungsverfahren gemäß dem Bundes-Immissionsschutzgesetz (BImSchG) für drei REpower 5M in der Nähe des REpower-Produktionsstandortes Husum sei eingeleitet. Von 2006 an sollen die ersten Anlagen im Meer Strom produzieren, heißt es weiter. Die Offshore-Serienproduktion ist ab 2007 geplant.
-Von Kirsten Bienk, Dow Jones Newswires; +49 (0)40 3574 3116, kirsten.bienk@dowjones.com
(ENDE) Dow Jones Newswires/10.9.2004/kib/bb
10.09.2004, 12:44
REpower Systems AG: 617703
Ort: Washingtion, D.C.
Land: Vereinigte Staaten von Amerika
Uhrzeit vor Ort: 08:30
Beschreibung:
§
Veröffentlichung der Handelsbilanz (International Trade) für Juli 2004
aktuell:
Die Handelsbilanz weist ein Defizit in Höhe von 50,1 Mrd. US-Dollar aus. Erwartet wurde ein Defizit in Höhe von 51,3 bis 51,5 Mrd. US-Dollar.
zurück
Ort: Washingtion, D.C.
Land: Vereinigte Staaten von Amerika
Uhrzeit vor Ort: 08:30
Beschreibung:
Veröffentlichung der Handelsbilanz (International Trade) für Juli 2004
aktuell:
Die Handelsbilanz weist ein Defizit in Höhe von 50,1 Mrd. US-Dollar aus. Erwartet wurde ein Defizit in Höhe von 51,3 bis 51,5 Mrd. US-Dollar.
Uhrzeit: 14:30 (MEZ)
Ort: Washington, D.C.
Land: Vereinigte Staaten von Amerika
Uhrzeit vor Ort: 08:30
Beschreibung:
Veröffentlichung der Zahlen zum Erzeugerpreisindex (Producer Price Index, PPI) für August 2004
aktuell:
Die Erzeugerpreise sind um 0,1 % zurückgegangen. Erwartet wurden 0,1 bis 0,2 %.
Die Kernrate ist um 0,1 % gesunken. Erwartet wurden 0,1 bis 0,2 %.