Viernes 24/09/10 Ventas casas nuevas, ordenes bienes durader

[jonibol]

Para los que invierten en Lima:
- El rally de los últimos meses empezó con sectores ligados a la demanda interna (Bancos, consumo, construcción).
- En bancos se han disparado BAP, Continental e IFS. En consumo Alicorp. En construcción Graña y Ferreyros.
- Estos papeles han subido fuerte y con altos volúmenes.
- Uno de los principales demandantes ha sido Celfin, SAB chilena que opera en el país, cuya demanda ha llevado a estas acciones a los valores fundamentales que ellos calcularon: A IFS le dan US$ 26,7; a Graña 4,25 en marzo, (deben haber subido ese target por el alto dinamismo constructor). Finalmente a Volcan le dan 4,31 para 2011.
- Esta demanda de los chilenos se une a la de colombianos ante la proximidad de la integración de estas tres bolsas. Lean la nota de Gestión hoy.

[admin]

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Canada
INDEX VALUE CHANGE % CHANGE TIME
S&P/TSX COMPOSITE INDEX 12,162.41 60.62 0.50% 10:54
S&P/TSX EQUITY INDEX 12,645.75 69.06 0.55% 10:54
S&P/TSX 60 INDEX 704.00 3.26 0.47% 10:54
S&P/TSX VENTURE COMP IDX 1,702.21 14.18 0.84% 10:54

Mexico
INDEX VALUE CHANGE % CHANGE TIME
MEXICO IPC INDEX 33,387.95 296.82 0.90% 10:34
MEXICO INMEX INDEX 1,897.22 16.22 0.86% 10:34
MEXICO IMC30 INDEX 467.61 2.67 0.57% 10:34
MSE TOTAL RETURN INDEX 39,178.96 345.35 0.89% 10:34

Panama
INDEX VALUE CHANGE % CHANGE TIME
Bolsa de Panama General 250.75 0.10 0.04% 09/23

Argentina
INDEX VALUE CHANGE % CHANGE TIME
ARGENTINA MERVAL INDEX 2,558.82 36.06 1.43% 10:33
ARGENTINA BURCAP INDEX 9,038.60 149.65 1.68% 10:33
M.AR MERVAL ARGENTINA IX 2,046.78 24.89 1.23% 10:33
INDICE BOLSA GENERAL 141,687.66 2,065.86 1.48% 10:33

Brazil
INDEX VALUE CHANGE % CHANGE TIME
BRAZIL BOVESPA INDEX 69,382.19 587.87 0.85% 10:54
BRAZIL IBrX INDEX 21,556.57 171.08 0.80% 10:39
BRAZIL ELECTRIC.ENRGY IX 25,546.87 -73.40 -0.29% 10:39
BRAZIL TELECOM INDEX 1,397.60 10.08 0.73% 10:39
BRAZIL CORP GOV INDEX 7,377.79 57.35 0.78% 10:39
BRAZIL VAL/BOV 2 TIER IX 6,033.57 49.29 0.82% 10:39
BRAZIL IBrX-50 INDEX 9,390.73 78.97 0.85% 10:39

Chile
INDEX VALUE CHANGE % CHANGE TIME
CHILE STOCK MKT SELECT 4,739.28 8.42 0.18% 10:54
CHILE STOCK MKT GENERAL 22,182.89 33.87 0.15% 10:54
CHILE INTER-10 INDEX 5,666.71 9.03 0.16% 10:54
CHILE 65 INDEX 3,283.60 10.71 0.33% 10:32
CHILE LARGE CAP INDEX 3,192.99 11.86 0.37% 10:32
CHILE SMALL CAP INDEX 4,239.09 4.49 0.11% 10:31

Venezuela
INDEX VALUE CHANGE % CHANGE TIME
VENEZUELA STOCK MKT INDX 65,932.37 0.00 0.00% 09:30

Peru
INDEX VALUE CHANGE % CHANGE TIME
PERU LIMA GENERAL INDEX 17,266.29 66.88 0.39% 10:37
PERU LIMA SELECTIVE INDX 25,310.51 181.72 0.72% 10:37
PERU 15 SELECTIVE INDEX 29,835.31 214.21 0.72% 10:37

Colombia

[admin]

Copper September 24,11:01
Bid/Ask 3.5976 - 3.6021
Change +0.0443 +1.25%
Low/High 3.5283 - 3.6067
Charts

Nickel September 24,11:01
Bid/Ask 10.4099 - 10.4553
Change +0.1520 +1.48%
Low/High 10.1401 - 10.4598
Charts

Aluminum September 24,11:01
Bid/Ask 1.0338 - 1.0383
Change +0.0227 +2.24%
Low/High 1.0089 - 1.0383
Charts

Zinc September 24,11:01
Bid/Ask 1.0123 - 1.0168
Change +0.0175 +1.76%
Low/High 0.9902 - 1.0197
Charts

Lead September 24,10:57
Bid/Ask 1.0314 - 1.0359
Change +0.0120 +1.18%
Low/High 1.0126 - 1.0405
Charts

[admin]

BM&FBovespa se vuelve segunda mayor bolsa por valor de mercado
viernes 24 de septiembre de 2010 10:15 GYT
Imprimir[-] Texto [+] SAO PAULO (Reuters) - El operador bursátil brasileño BM&FBovespa se convirtió en la segunda mayor bolsa del mundo por valor de mercado, dijo el viernes el presidente de la entidad, Edemir Pinto, durante la ceremonia de lanzamiento de nuevas acciones de la petrolera Petrobras.
El ejecutivo comentó que, al finalizar la sesión del jueves, BM&FBovespa alcanzó un valor de mercado de 30.400 millones de reales (17.726 millones de dólares).

Además, Pinto dijo que el mercado tiene iniciativas para aumentar a 5 millones el número de personas físicas inversores en Brasil hasta el 2014, frente a los 600.000 actuales.

"Del 2004 hasta ahora, atrajimos a cerca de 150 empresas para la apertura de capital o emisión, queremos atraer a 200 empresas más", afirmó Pinto en un discurso durante la ceremonia.

[admin]

Optimismo generalizado, CNBC dice que el CEO del hedge fund esta maniana ayudo al mercado a subir, escribi el comentario temprano, denle una miradita.

De todas maneras creo que es un combinacion del optimismo de las elecciones, los indicadores economicos, la carta de compromiso de los republicanos para arreglar al pais, la mejoria de europa, el euro en niveles de Abril, etc, etc.

Los metales siguen subiendo. Cuidado por alli.

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Oil up 76.26

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[JorgeCDM]

Han visto SAY?? La empresa de India al parecer va a dejar de cotizar en NYSE. 25% a la baja

[admin]

Las ordenes de bienes duraderos bajaron pero sin transporte subieron.

Se vieron mejoras en maquinaria, computadoras y metles fabricados de metal. Las ordenes de bienes duraderos que no tienen que ver con defensa subieron 4.1%

Durable-Goods Orders Drop

By DARRELL A. HUGHES And JEFF BATER
Demand for U.S. manufactured durable goods fell in August, held back by steep drops in airplanes and cars, but a key barometer of capital spending by businesses rose.

Kelly Evans, Michael Casey, Dennis Berman and Evan Newmark analyze the report as well as gold at another record -- topping $1300 an once. Plus, is a 'recession end' pronouncement a sell signal for the stock market and China's assertiveness in Asia.
.Durable-goods orders declined by 1.3% to a seasonally adjusted $191.17 billion, the Commerce Department said Friday. This is the biggest drop since August 2009.

Economists surveyed by Dow Jones Newswires expected a 1.0% decline. Friday's report was mixed, as there were gains in machinery, computers and fabricated metal products. Also, orders for nondefense capital goods excluding aircraft increased by 4.1%.

Still, overall transportation equipment orders dropped 10.3% in August -- restrained by a 40.3% decline in orders for nondefense aircraft and parts. Motor vehicles and parts were also down, falling 4.4%.

.The civilian aircraft category is volatile; orders in July rose 69.1% after a 25.3% drop in June. Outside transportation, orders for all other durables rose by 2.0% in last month.

The latest Institute for Supply Management manufacturing index moved to 56.3 in August, an increase from the 55.5 recording in July. Readings above 50 signal expansion.

A durable good is designed to last at least three years, such as a car. Year-to-date, durables are up 15.2%, in unadjusted terms, from the same period in 2009. Overall durables in July were seen higher, rising by a revised 0.7%; previously durables for that month were seen up 0.4%.

The August report suggested less demand for durables in the future, with unfilled manufacturers' orders decreasing 0.1%. Durable-goods shipments of manufacturers decreased by 1.5% last month.

Inventories, however, were up by 0.4%.

August capital goods orders were down by 0.9%. Nondefense capital goods, items meant to last 10 years or longer, also dropped 0.9%. Defense-related capital goods orders dropped by 1.5%. Excluding defense, all other durables decreased by 1.2% in August.

New Home Sales Stall
Sales of new homes in the U.S. came in below expectations during August, as consumers lacking a government tax incentive showed caution in the face of high unemployment.

Sales were unchanged from the previous month, remaining at a seasonally adjusted annual rate of 288,000, the Commerce Department said Friday.

Economists surveyed by Dow Jones Newswires had estimated sales would climb in August, by 6.9% to 295,000.

July sales fell 7.7%, revised from an originally reported 12.4% drop.

Year-over-year, sales in August were down by 28.9%. Unadjusted, sales in 2009 totaled 375,000, which was 71% off the peak in 2005, when the market bubble was full-blown.

To spur the market, the Obama administration created a tax credit for first-time buyers last year. But the incentive ended in April and sales of new, and used, homes tumbled to new lows, with low mortgage rates and fallen prices unable to lure consumers past their fears of high joblessness in the U.S.

New-home inventories remained high in August, with a supply of 8.6 months at the current sales rate. The supply in July was revised to 8.7, from 9.1.

High inventories add more pressure to already depressed home prices. The median price for a new home was down year over year by 1.2%, to $204,700 from $207,100 in August 2009.

A steady decline in prices can hurt sales. Would-be buyers will wait for a better deal and some owners will keep their property off the market until prices rise.

Dropped prices can also hurt consumer spending, a pivotal part of the economy. Its softness explains why the recovery from the deep recession is slow and weak. Because many Americans have much of their net worth tied up in their homes, falling property prices mean lower real estate values and can cause owners to feel less wealthy, putting a chill on their spending.

Regionally, August new-home sales were mixed. Sales dropped 26.1% in the Midwest and 10.8% in the South.

Sales in the West surged by 54.3%, while sales in the Northeast jumped by 16.7%.

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KB Homes recorto sus perdids en el segundo trimestre.

El cobre en niveles mas alts en dos anios.

[admin]

Cuarta semana de alzas, sin embargo los inversionistas pequenios siguen saliendo del stock market.

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[admin]

La produccion de oro de Argentina subira 21%, dijo ese gobierno.

[admin]

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