Viernes 11/05/12 Sentimiento del consumidor

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El PPI baja 0.2%, el core sube -0.2%, Precio de los productores.

Alemania -0.56%

Euro up 1.2936, considerando las tragedias, sigue fuerte.

Yenn up 79.85

Au down 1,585

Oil down 96.08

Francia -1.21%

Espana -2.07%

El Asia cerro en rojo.

Los futures del Dow Jones 75 puntos a la baja. Todo en rojo.

-81

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Mas probabilidad de que china relaje su politica monetaria con la inflacion desacelerandose

y eso es bueno o malo?

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Alemania dice que Europa si puede resistir la salida de Grecia.

Aparte de la perdidas de JPM tenemos la produccion industrial de China que subio solo 9.3%, cuando se esperaba 12.2%

Todos los commodities de agricultura a la baja.

Euro down 1.2923

-90

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VIX down 18.83

JPM -8.42%

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SCCO +0.26%

BAP -0.08%

C -4.18%

ERX -1.88%

EDC -3.53%

RIO -3.43%

NG -0.76%

AAPLl -1.20%

FAS -5.39%

XLF -0.84%

USO -0.99%

CAT -1.19%

F -1.12%

X -2.13%

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Y la produccion de fabricas de India bajo 3.5% cuando se esperaba que subiera algo del 2%, todo esta hasta el cien.

-89

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Panasonic dice que venderan mucho menos de lo que se anticipaba este anio.

Yields down 1.84%

Credit Agricole reporto utlidades que fueron la mitad de lo esperado.

Oild own 95.72

Futures cu down 3.6330

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ESpana -3%

Sony -7.67%

EU mantiene el pronostico de contracion de Europa en 0.3%

El deficit de Espana sera del 6.4%, el target es del 5.3%

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Las ventas de casas en China bajan 16%

El pBI (GDP) de Hong KOng cae a solo 0.4% de crecimiento.

No encuentro buenas noticias por ningun lado esta maniana.

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Chinalco dice que el IPO (OPA) de su unidad Peruana alcanzara $1 billon en ventas este mes en Hong Kong.

Chinalco Said to Seek $1 Billion in IPO of Peruvian Unit
By Fox Hu and Michelle Yun - May 10, 2012 11:28 PM ET

Aluminum Corp. of China, the country’s biggest producer of the metal, may start a $1 billion initial share sale this month in Hong Kong of its Peruvian copper mining unit, said two people with knowledge of the matter.

The Hong Kong stock exchange may consider the listing plan of Chinalco Mining Corporation International next week, said the people, who declined to be identified because the information is private. The IPO will probably raise $800 million to $1 billion, they said.

Beijing-based Aluminum Corp., or Chinalco, is investing in copper, iron ore and rare earths as overcapacity and rising power costs shrink profit margins from aluminum smelting. Mining and basic material companies have raised a total of $1.6 billion in Hong Kong in the past year including Glencore International Plc, according to data compiled by Bloomberg.

Chinalco Mining may start gauging investor demand before the end of May should it get the exchange’s approval, the people said. Chinalco is developing the Toromocho project in Peru which it acquired the rights to in 2007 when it purchased Canadian company Peru Copper Inc.

Calls to the office of Yuan Li, Chinalco’s spokesman, went unanswered. Hong Kong’s The Standard newspaper reported the IPO today, without saying where it got the information.

BNP Paribas SA, China International Capital Corp. and Morgan Stanley will manage the sale, the people said.

Copper Reserves
Chinalco plans to invest $2.2 billion to develop the project which has 1.526 billion metric tons of reserves of copper, molybdenum and silver, according to the company’s website. It has a mine-life of 36 years, it said.

Construction began in May 2011 and operations may start in October 2013, processing 117,000 metric tons of copper ore a day, David Thomas, vice-president of the company’s Peruvian unit, said at a conference in Peru in September.

Chinalco has delayed an initial public offering of its engineering and construction unit in Hong Kong, the company said March 28.

Chinalco’s overseas assets also include a stake held by its unit Aluminum Corp. of China Ltd. in Rio Tinto Group’s Simandou iron ore project in Guinea, which it acquired for $1.35 billion.

To contact the reporters on this story: Fox Hu in Hong Kong at fhu7@bloomberg.net; Michelle Yun in Hong Kong at myun11@bloomberg.net

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-85

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-38.45

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JPM -9.18%

Au down 1,579

C -4.37%

BAC -3.51%

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-67.05

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-74.81