Wednesday, May 4, 2016

Wall Street shares the global sentiment – Money.pl

The global stock market dominated by red color. Most major stock indices lost value on Wednesday. In Europe, in this respect, negatively he stood out WIG20 index, which fell to the lowest level in two months.

WIG20 index ended the session virtually daily minimums. Its value is 1,865 points, which is the worst performing blue-chip index since the first days of March of this year. It is difficult to clearly determine what were the reasons for the rapid depreciation. During Wednesday’s session index lost 1.8 percent.

The market probably is already preparing for the change in the rating for the Polish issued by Moody’s. The final decision will be made on May 13 this year. Other factors include an attempt to catch up Polish market after Tuesday’s absence due to May 3. On Tuesday, European indexes lost 1.5 percent. If the French CAC for up to 3 per cent., as did the stock market in Spain. The reason was a weak reading of the PMI index for the Chinese industry.

Among the blue chips, on Wednesday the company only three managed to get out “on the dash.” It was a Alior Bank, Eurocash and CCC. The leader was Alior, which announced the submission to the Office an application for the acquisition of BPH. As a result, its shares gained 1.28 percent. On the other hand, the weakest company on the grid was the owner of a chain of shops Reserved – LPP (- 4.51 percent). Heavily taniał also KGHM, which do not serve the declines in copper prices. Stocks of copper companies cost a little more than 70 dollars.

In Western Europe, stock markets are behind the declining session, but the scale of the sell-off is slightly smaller. The German DAX lost 1 percent, the French CAC went down by 1.1 percent, and slightly more FTSE100 lost. A similar size of the losses seen on other stock exchanges in emerging markets. Hungarian BUX lost 1.2 percent, and Turkish XU100 2.1 percent.

Before noon on the market released data on business sentiment in the services sector major European economies. About which we wrote in previous comments. In the case of Germany and France, the reading was slightly weaker than expected, which could push investors to sell shares. Similarly, in the case of data relating to the entire euro area. In this case, the disappointing data on retail sales, which in March decreased by 0.5 percent compared to February.

In the afternoon, the leaders on the publication of macroeconomic data captured by Americans. Before the start of trading on Wall Street we met, among others, ADP report, which is a prelude before the publication of data from the US labor market. The number of jobs in non-agricultural sector increased by 156 thousand., The projected increase of 195 thousand. At 16:00 came in line with expectations reading orders. Only orders industry fared better. In March, they increased by 1.1 percent, compared to the projected 0.6 percent. Better than expected was also the ISM index for the services sector, which amounted to 55.7 points. ie by 1 percentage point. more than forecast.

For now, the information is not translated into gains on Wall Street. The main indexes losing more than 0.5 percent.



Wall Street shares the global moods

Przemysław Lawrowski

Investors from the United States to adapt to the prevailing mood in Europe. The fact, however, in which way the market will go ultimately decide the next data releases from overseas. They will appear before the end of the session on the Old Continent.

Almost 2 percent of lost WIG20 index. Its value is now less than 1,870 points. The loss of the Polish stock exchange proceeds from the start of Wednesday’s session. Such a large sell-off is not seen in the rest of Europe. Exchange in France and in Germany, losing less than a percent.

From the red color also began the session US indexes. Nasdaq, S & amp; P 500 and the Dow Jones lost 0.5 percent. This is due, among others, Data from the US labor market, which is slightly worse than expected. According to the report, ADP, the number of jobs in non-agricultural sector increased by 156 thousand., The projected increase of 195 thousand. These data are considered preview of what we will see on Friday. Then they will be published so. “Payrollsy”, that is, data from the US labor market, administered by the Department of Labor.

In addition to this information, the market also released data on foreign trade the United States. In March, exports amounted to 176.6 billion dollars, and import was equal to 217.1 billion dollars. Both readings are better compared to the data from the prior month.

This is not the end of the publications in the USA, because at 16:00 we will know the data on orders in the US. They will address the industry and the whole economy (orders for durable goods). In turn, at 16:30 American office supply data on fuel inventories in the United States. Brent crude gains on Wednesday, 1 percent and is valued at $ 45 per barrel.



WIG20 lowest in two months

Damian Słomski

After a relatively quiet opening, European stock markets established itself nervousness. Indices at the halfway point clearly depreciate, and the inglorious title of leader falls WIG20. Green island turns out to Greece.

After a pretty good data from Italy and Spain, the subsequent readings of PMI indices were not so good. In the case of the whole euro zone score of 53.1 points against the expected 53.2 points. This is due to, among others, slightly worse than expected data from Germany and France.

Publications were not poor enough to cause declines in excess of even 1 percent. A kind of situation we are currently dealing with. They have made, however, for the worse in recent days sentiment. Over the past two weeks, the German DAX had lost 6 percent. Today it is close to 1 percent. below the line.

He loses virtually all of Europe. The exception is the stock market in Athens, which grows almost 2 percent. There is the case. The last few days Athex doing better than the competition, remaining in the vicinity of this year’s highs.

As you can see in the chart, in the worst situation are the investors of the Warsaw Stock Exchange. WIG20 rate went down in the vicinity of 1865 points. (-1.75 Percent). – The lowest level in two months. The sell-off deepens in the case of KGHM-u (-4.7 per cent.). Above the line were only two companies: CCC (+0.3 per cent.) And BZ WBK (+1.4 percent.). Gains realized Eurocash shareholders, who lost a similar scale as gained in the first hour of trading.



WIG20 catching up. Strong restatement KGHM-u

Author: Damian Słomski

From the explicit revaluation of the shares start session on the Warsaw Stock Exchange. Meanwhile, in Europe, indices are slightly positive territory after a pretty good readings PMI indices.

The services sector in Italy and Spain is slightly better than analysts evaluated. This is indicated by a higher-than-expected results of PMI indices, which are respectively 52.1 and 55.1 points.

Fair data are reflected in the stock quotes. After the first hour of trading the major indexes not only in Italy and Spain are on the rise.

Since the rate lags behind the WIG20, which sidelined yesterday, and now catching up. Recall that on Tuesday, the largest stock exchange lost value from 1.5 to 3 percent.

Among the blue chips least KGHM falls. Copper giant is losing about 2.5 percent. Below the line is still 12 companies in the WIG20. Quite a different moods are shareholders of BZ WBK and Eurocash. In both cases, stock prices go up more than 1 percent.



WSE: promises to be a difficult return from the picnic

Author: Damian Słomski

WIG20 is an important moment. A clear drop below 1,900 points can mean trouble. Unfortunately, buyers will not be conducive to the climate on the stock exchanges in Europe and the USA. During our absence indexes lost value.

We midweek, but only now on a good start to trade shares on the Warsaw Stock Exchange. Monday’s session can basically ignore, because not enough that indices hardly changed values, yet turnover was ridiculously low.

The starting point is the psychological barrier of 1,900 points. At this level in early April it was stopped downward correction. If this time will activate a buyer, it is a chance to jump 100 points higher. Otherwise, the support should look only at 1800 points.

In a difficult situation, return to the stock exchange investors with the Warsaw Stock Exchange. While we celebrated the anniversary of the Constitution of May 3, the markets reigned negative sentiment related, among others, after disappointing data from China. As a result, the most important indexes in Europe lost value of 1.5 percent. If the French CAC40 up to 3 percent. the Spanish Ibeksie.

Not much better was the situation at the close of trading on Wall Street, where major indexes lost almost 1 percent. Below the line are also China. This indicates that the adjustment in Europe is not just an ordinary profit-taking.

Ocean on the plus distinguished papers on Tuesday Apple, which in April were overvalued by nearly 15 percent. More on this subject we wrote HERE. Earlier issues Apple stemmed from weak quarterly results. On Wednesday, in this respect interesting promises to be only the publication of the report, Time Warner and MetLife. On the domestic backyard in this topic rather little will happen.

In the spotlight will be quite numerous planned macro readings, but also not Polish. The morning will dominate the PMIs for services of the largest economies in the euro zone. Also before noon Eurostat provided data on retail sales. In the second part of the day will reign among Americans thanks to the ADP report, the balance of foreign trade, the ISM report and the results of orders in the industry.

the above text is an expression of personal opinion and the views of the author and should not be construed as a recommendation to buy or sell securities.

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