Best Buy reporta utilidades menores a las esperadas 0.36 vs. 0.50 EPS
Yen y euro al alza
+41
Martes 15/06/2010 Indice manufacturero, indice casas
por admin » Mar Jun 15, 2010 7:32 am
PPI cae 0.6% precios de los importadores. Ojo con la deflation.
Empire State 19.57 menor a lo esperado.
El indice del dolar a la baja a 86.38 o -0.15%
Au sube mas de $3 a 1,227.90
Yields bajan a 3.27%
Oil up 75.69
+55
Empire State 19.57 menor a lo esperado.
El indice del dolar a la baja a 86.38 o -0.15%
Au sube mas de $3 a 1,227.90
Yields bajan a 3.27%
Oil up 75.69
+55
- admin
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por admin » Mar Jun 15, 2010 8:03 am
Los reguladores Chinos advirtieron el Martes del aumento del riesgo de la morosidad que el sector bancario enfrenta, enfatizo la continua preocupacion por la deterioracion de los activos de la banca despues del explosivo crecimiento de los creditos el anio pasado.
Estos comentarios indican que China tomara medidas de ajuste en el sistema bancario especialmente a sectores de mayor riesgo como el sector de bienes raices.
China Signals Move on Bank Lending
BEIJING—China's banking regulator warned Tuesday of increasing risks to the country's banking sector from bad debt, highlighting continuing concerns about deteriorating banking assets after last year's explosive credit growth.
The comments indicate the regulator will continue to tighten bank lending, especially to sectors of the economy it views as carrying higher risk such as the property market.
The China Banking Regulatory Commission gave an outlook for this year in its 2009 annual report, published Tuesday on its website. CBRC has urged banks to control risks for a while, but it has rarely acknowledged publicly that the risks of a rebound in nonperforming loans are rising, although some analysts have repeatedly cautioned about that.
"Domestically, the soundness of the banking sector is being tested by the increasing pressure of an NPL rebound, by the potential credit risks associated with lending to local-government financing platforms, and by the real-estate sector and industries with excess capacity," the 128-page report cited CBRC Chairman Liu Mingkang as saying.
"Internationally, fundamental flaws underlined by the recent global financial crisis have not been resolved," Mr. Liu added.
He highlighted regulatory issues challenging global supervisory bodies, such as too-big-to-fail financial institutions, systemic risk, cross-sector risk contagion, toxic assets, as well as the sovereign debt crisis in Europe.
The report urged banks to closely monitor global capital flows and make contingency plans in case of liquidity problems. If some countries with very low interest rates decide to raise them, funds will likely exit emerging markets suddenly and cause asset bubbles to burst, it said.
The risk that some credit assets could turn into losses is increasing this year, despite the average NPL ratio at China's commercial banks remaining low at 1.6% at the end of last year, compared with 2.4% at the end of 2008, the regulator said.
The banking sector had outstanding NPLs of 426.5 billion yuan at the end of last year, down from 486.5 billion yuan a year earlier, the report showed. However, loans categorized as losses rose to 55.8 billion yuan from 49.5 billion yuan a year earlier. In addition, loans categorized as "doubtful," meaning some could turn into losses, remained large at 201.6 billion yuan at the end of last year, though down slightly from 212.2 billion yuan a year earlier, the report showed.
A breakdown of NPLs by sectors of the economy showed the manufacturing sector had the biggest portion of NPLs, totalling 171.7 billion yuan last year, followed by the wholesale and retail sales sector's 64.4 billion yuan and the property sector's 50.4 billion yuan. The utilities, construction, transportation and storage and postal industries—sectors often connected to local governments' financial vehicles—had combined NPLs of 82.9 billion yuan last year.
Since mid-April, China has tightened credit controls by raising minimum down-payment requirements and mortgage rates, banning mortgages for purchases of third homes and restricting pre-sales by developers to cool the country's overheated property market.
Sunday, China issued rules on financing vehicles that have been responsible for a surge in local-government debt as a side effect of the nation's stimulus-driven lending binge last year. Beijing indicated that some of the financing vehicles will be shut if they are mainly dependent on government funding for debt repayment in a public project.
The regulator also urged banks to strengthen management of loans for property development and for land purchases. Big and medium-sized banks should continue to conduct quarterly stress tests on property loans, it said.
Estos comentarios indican que China tomara medidas de ajuste en el sistema bancario especialmente a sectores de mayor riesgo como el sector de bienes raices.
China Signals Move on Bank Lending
BEIJING—China's banking regulator warned Tuesday of increasing risks to the country's banking sector from bad debt, highlighting continuing concerns about deteriorating banking assets after last year's explosive credit growth.
The comments indicate the regulator will continue to tighten bank lending, especially to sectors of the economy it views as carrying higher risk such as the property market.
The China Banking Regulatory Commission gave an outlook for this year in its 2009 annual report, published Tuesday on its website. CBRC has urged banks to control risks for a while, but it has rarely acknowledged publicly that the risks of a rebound in nonperforming loans are rising, although some analysts have repeatedly cautioned about that.
"Domestically, the soundness of the banking sector is being tested by the increasing pressure of an NPL rebound, by the potential credit risks associated with lending to local-government financing platforms, and by the real-estate sector and industries with excess capacity," the 128-page report cited CBRC Chairman Liu Mingkang as saying.
"Internationally, fundamental flaws underlined by the recent global financial crisis have not been resolved," Mr. Liu added.
He highlighted regulatory issues challenging global supervisory bodies, such as too-big-to-fail financial institutions, systemic risk, cross-sector risk contagion, toxic assets, as well as the sovereign debt crisis in Europe.
The report urged banks to closely monitor global capital flows and make contingency plans in case of liquidity problems. If some countries with very low interest rates decide to raise them, funds will likely exit emerging markets suddenly and cause asset bubbles to burst, it said.
The risk that some credit assets could turn into losses is increasing this year, despite the average NPL ratio at China's commercial banks remaining low at 1.6% at the end of last year, compared with 2.4% at the end of 2008, the regulator said.
The banking sector had outstanding NPLs of 426.5 billion yuan at the end of last year, down from 486.5 billion yuan a year earlier, the report showed. However, loans categorized as losses rose to 55.8 billion yuan from 49.5 billion yuan a year earlier. In addition, loans categorized as "doubtful," meaning some could turn into losses, remained large at 201.6 billion yuan at the end of last year, though down slightly from 212.2 billion yuan a year earlier, the report showed.
A breakdown of NPLs by sectors of the economy showed the manufacturing sector had the biggest portion of NPLs, totalling 171.7 billion yuan last year, followed by the wholesale and retail sales sector's 64.4 billion yuan and the property sector's 50.4 billion yuan. The utilities, construction, transportation and storage and postal industries—sectors often connected to local governments' financial vehicles—had combined NPLs of 82.9 billion yuan last year.
Since mid-April, China has tightened credit controls by raising minimum down-payment requirements and mortgage rates, banning mortgages for purchases of third homes and restricting pre-sales by developers to cool the country's overheated property market.
Sunday, China issued rules on financing vehicles that have been responsible for a surge in local-government debt as a side effect of the nation's stimulus-driven lending binge last year. Beijing indicated that some of the financing vehicles will be shut if they are mainly dependent on government funding for debt repayment in a public project.
The regulator also urged banks to strengthen management of loans for property development and for land purchases. Big and medium-sized banks should continue to conduct quarterly stress tests on property loans, it said.
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por eduforever » Mar Jun 15, 2010 8:32 am
“La tendencia bursátil internacional sigue siendo bajista en todos los índices”
“La tendencia bursátil internacional sigue siendo bajista en todos los índices”, afirma Alejandro Martín, subdirector en España de Hanseatic Brokerhouse, pues “hemos asistido a un rebote bastante fuerte en las principales plazas, pero puede estar llegando a su fin, especialmente en el mercado americano”
15-06-2010/ 12:44
Alejandro Martín, subdirector en España de Hanseatic BrokerHouse
En el Ibex 35 el experto observa que “se ha parado en la línea de suelos que venía desarrollando y la tendencia sigue bajista”, si bien, “nos acercamos a los primeros niveles de resistencia en torno a los 9.700 puntos, a continuación en torno a los 9.890 puntos y finalmente el máximo de la vuelta en V que se acerca a niveles de Fibonacci del 61% de la onda bajista en los 10.400 puntos”. En cuanto a los soportes, el experto los fija en “la zona baja de la línea de suelos”.
S&P 500 “nos encontramos con una zona de resistencia muy clara en los 1.110 puntos, por lo que en los 1.108 puntos me plantearía volver a abrir posiciones bajistas en un stop un poco por encima de los 1.110 puntos”. En caso de superar estos niveles, el experto cree que “el rebote podría permanecer al alza para buscar niveles de 1.130 y 1.150 puntos” pero, en caso de que cayera, “hay un soporte muy importante en la zona de 1.040 puntos”, por lo que, “sería partidario de tomar posiciones bajistas”.
La cotización de BP “lleva a cabo un movimiento bastante volátil”, por lo que el experto avisa de que “habría que tener cuidado en caso de perder 3,26-3,25 dólares porque las caídas se podrían acentuar, aunque creo que en estas zonas se podría ir al alza”. De todas formas, Martín admite que “no me plantearía ningún tipo de posicionamiento especulativo en el título debido a su volatilidad”.
Por su parte, British Airways “está dentro de un rango lateral con una zona de resistencia en los 210 peniques y con un soporte en los 180 peniques”. Mientras no supere la resistencia “es posible que se vuelva a producir un nuevo movimiento a la baja en el que me plantearía posiciones bajistas con un stop cerca de los 210 peniques”. Pero, en caso de superarla, podría irse a los 226 peniques”.
http://www.estrategiasdeinversion.com/v ... ista-todos
“La tendencia bursátil internacional sigue siendo bajista en todos los índices”, afirma Alejandro Martín, subdirector en España de Hanseatic Brokerhouse, pues “hemos asistido a un rebote bastante fuerte en las principales plazas, pero puede estar llegando a su fin, especialmente en el mercado americano”
15-06-2010/ 12:44
Alejandro Martín, subdirector en España de Hanseatic BrokerHouse
En el Ibex 35 el experto observa que “se ha parado en la línea de suelos que venía desarrollando y la tendencia sigue bajista”, si bien, “nos acercamos a los primeros niveles de resistencia en torno a los 9.700 puntos, a continuación en torno a los 9.890 puntos y finalmente el máximo de la vuelta en V que se acerca a niveles de Fibonacci del 61% de la onda bajista en los 10.400 puntos”. En cuanto a los soportes, el experto los fija en “la zona baja de la línea de suelos”.
S&P 500 “nos encontramos con una zona de resistencia muy clara en los 1.110 puntos, por lo que en los 1.108 puntos me plantearía volver a abrir posiciones bajistas en un stop un poco por encima de los 1.110 puntos”. En caso de superar estos niveles, el experto cree que “el rebote podría permanecer al alza para buscar niveles de 1.130 y 1.150 puntos” pero, en caso de que cayera, “hay un soporte muy importante en la zona de 1.040 puntos”, por lo que, “sería partidario de tomar posiciones bajistas”.
La cotización de BP “lleva a cabo un movimiento bastante volátil”, por lo que el experto avisa de que “habría que tener cuidado en caso de perder 3,26-3,25 dólares porque las caídas se podrían acentuar, aunque creo que en estas zonas se podría ir al alza”. De todas formas, Martín admite que “no me plantearía ningún tipo de posicionamiento especulativo en el título debido a su volatilidad”.
Por su parte, British Airways “está dentro de un rango lateral con una zona de resistencia en los 210 peniques y con un soporte en los 180 peniques”. Mientras no supere la resistencia “es posible que se vuelva a producir un nuevo movimiento a la baja en el que me plantearía posiciones bajistas con un stop cerca de los 210 peniques”. Pero, en caso de superarla, podría irse a los 226 peniques”.
http://www.estrategiasdeinversion.com/v ... ista-todos
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