Sunday, August 23, 2009
ufa
parece que consegui entrar pelo kmeleon.
puxa, quanta complicação
ao tentar me registrar na folha, estou tendo complicações com o blogger.
Wednesday, August 12, 2009
icap e preços do minerio de ferro
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Thursday, August 13, 2009 12:19 AM
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Published 08/10/2009 by Clusterstock
Iron Ore Spike Will Squeeze The Steelmakers
cargo ship 3The nascent iron ore swaps market implies that iron ore prices could stay elevated for the foreseeable future, as per recent data from ICAP. Most recently China-related prices have surged to new highs.
This is good news for major ore producers such as Vale, Rio Tinto, and BHP, and not so good news for Chinese steelmakers.
The Steel Index daily iron ore price reference price reached US$104.1 per dry metric tonne on Friday. The price, published daily for 62% Fe content fines delivered China, and has surged upward, increasing by 5.0% on yesterday and 9.2% over the week. This is the highest level since the index was first published on 17th November 2008.
Yet despite this rather bullish outlook for the iron ore market, the media-darling Baltic Dry Index, an index for ships which carry bulk commodities such as iron ore, lost almost a fifth of its value in just the last week. And freight-forward agreements (FFA's) point to a 19% decline in bulk rates by year-end.
“The Chinese have backed off and it’s starting to show in the number of shipments this month,” Gavin Durrell, a Cape Town-based official at Island View Shipping SA, Africa’s biggest commodities shipping line, said by phone today. “Iron ore and coal seem to be slowing down.” ... Derivatives betting on the Baltic Exchange’s future assessments fell for a third day, indicating the declining spot market is causing traders’ future expectations to deteriorate.
While at first blush a negative shipping market seems at odds with a positive ore market, there is a reason why iron ore prices could remain strong even while the rates to ship iron ore and other dry bulk commodities continue to fall. This is because the larger concern for the dry bulk market currently is in regards to oversupply of new ships coming online due to new deliveries rather than a drop in long-term iron ore demand growth.
So while A) lower dry bulk rates implied by FFA's should be at least noted and B) iron ore swaps should be taken with a grain of salt given that they are relatively new, falling dry bulk rates still shouldn't be of overwhelming concern to those who are bullish on the base metal.
In fact, cheaper ore shipping, caused by over-supply of ships rather than lack of ore demand, could nicely make the all-in cost of ore lower, all else being equal. And in fact, while dry bulk shippers may be headed for stormy seas, the long-term argument for upward commodity price pressure remains very much intact.
...barring economic disaster in large emerging markets, an army of consumers competing for raw materials will continue to emerge. Residual hopes of simply reverting to previous consumption patterns in the U.S. are misguided. Another bout of price spikes will focus minds eventually.
Join the conversation about this story »
See Also:
Rio Tinto Accused Of Massive Fraud And Espionage In ChinaCareful! Shipping Rates Show Signs Of Speculative ExcessMore Good News From Crude, Shipping Prices?
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First Reported 08/11/2009 - Updated 8 hours ago - 19 Documents (in Conflicts & Crime)
Rio Tinto provides third update on Shanghai employees
Rio Tinto has been advised that the Chinese authorities have announced the grounds for the arrest of the four Rio Tinto Shanghai employees who have been detained.While Rio Tinto understands that no formal charges have been laid, an arrest warrant has ... [Your Industry News - 8 hours ago]
Entities:Rio Tinto PLC, Shanghai, Criminal Law, Arrest Warrant, Allegation
First Reported 08/10/2009 - Updated 08/11/2009 - 11 Documents
Further spying report knocks Rio Tinto
By James Grubel Canberra Shares in global mining house Rio Tinto fell more than 3 percent yesterday after a Chinese magazine published additional spying allegations against the company. Rio Tinto's shares fell 3.57 percent to 23.35 (R313) in London. Rio ... [Business Report - 08/11/2009]
Entities:Rio Tinto PLC, Allegation, Custody
First Reported 8 hours ago - Updated 3 hours ago - 2 Documents
Rio Tinto
The revelation that the miner's detainees in China may face lesser charges of bribery and obtaining trade secrets should be heartening ... [FT.com - Companies UK - 3 hours ago]
Entities:Rio Tinto PLC, Bribery, China
First Reported 2 hours ago - Updated 2 hours ago - 1 Documents (in Internet & IT)
PRESS RELEASE: Rio Tinto announces the ...
Either the page does not exist or we have technical problems.Please check the URL or try again in a short while. ... [Morningstar UK - 2 hours ago]
Entities:Rio Tinto PLC
First Reported 08/11/2009 - Updated 08/11/2009 - 1 Documents (in Conflicts & Crime)
Four Rio Tinto employees arrested in China
BEIJINGFour employees of the Anglo-Australian mining giant Rio Tinto Ltd. have been arrested on charges of trade secrets infringement and bribery, according to a statement of China's Supreme People's Procuratorate late Tuesday.They included Stern Hu, ... [CHINAdaily - 08/11/2009]
Entities:Rio Tinto PLC, China, Infringement, Bribery
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www.energyrisk.com
First Reported 08/10/2009 - Updated 08/10/2009 - 1 Documents (in Environment)
Official recycled Rio Tinto 'report'
LABOR insiders report Nathan Rees is determined to deal with rebel MPs by announcing a new cabinet on the first anniversary of his elevation to Premier. ... [Daily Telegraph Australia - 08/10/2009]
Entities:Rio Tinto PLC, Recycling, Nathan Rees
First Reported 18 hours ago - Updated 18 hours ago - 1 Documents
Rio Tinto PLC - Click to view image in its original context
Rio Tinto PLC
CHART Rio Tinto ST: target 1910
Create, manage and set alerts for up to 5 PortfoliosRead the latest Market NewsReceive the weekly Morningstar newsletterReceive the daily equities and markets Morningstar newsletter ... [Morningstar UK - 18 hours ago]
Entities:Rio Tinto PLC
First Reported 22 hours ago - Updated 22 hours ago - 1 Documents (in Conflicts & Crime)
Prosecutors Charge Rio Tinto Employees
Chinese prosecutors formally arrested four employees of mining giant Rio Tinto, on suspicion of violating commercial secrets and taking bribes, the state-run Xinhua news agency reported. ... [WSJ.com: What's News Asia - 22 hours ago]
Entities:Rio Tinto PLC, Bribery
First Reported 9 hours ago - Updated 9 hours ago - 1 Documents
Rio Tinto
Companies don't normally cheer a downgrade. But the revelation that Rio Tinto's detainees in China may face lesser charges of bribery and obtaining trade secrets – should be heartening ... [FT.com - Lex - 9 hours ago]
Entities:Rio Tinto PLC, Bribery, China
First Reported 08/10/2009 - Updated 08/10/2009 - 1 Documents (in Conflicts & Crime)
Rio Tinto 'spied for years': China
For six years, these economic spies have curried favour, bribed and spied for information.Article on Baomi.orgChina's state secrets agency has accused mining giant Rio Tinto of spying on Chinese companies for six years, saying the espionage caused 'tremendous ... [LiveNews - 08/10/2009]
Entities:Rio Tinto PLC, Bribery, China, Allegation
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China Charges 4 Rio Tinto Employees, but Backs Off [DealBook - 14 hours ago]
China formally arrested an Australian citizen and three other employees of the British-Australian mining giant Rio Tinto on suspicions of commercial bribery and ...
China Says $100 Billion Was Bilked by Rio Tinto [DealBook - 08/10/2009]
China said it had evidence showing that for at least six years, employees working for the British-Australian mining giant Rio Tinto engaged in commercial espionage, ...
More trouble for Rio Tinto in China [BloggingStocks - 08/10/2009]
Filed under: Rio Tinto plc ADS (RTP)Early this morning, Rio Tinto (NYSE: RTP) found itself facing new allegations in the arrest of some of its employees in China. ...
China v. Rio Tinto gets stranger and stranger [The Deal.com - 08/10/2009]
Considering China's importance to the global economy, it's amazing how little most of us know about how things really work there. Current case in point: The posting ...
Rio Tinto Says China Hasn't Backed Up Allegations [DealBook - 08/11/2009]
Rio Tinto said it had yet to be presented with any evidence to support the detention of four of its China-based staff on suspicions of stealing state secrets. ...
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China formally arrests Rio staff [Reuters Video: Business - 13 hours ago]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/04/2009]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/04/2009]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/08/2009]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/08/2009]
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Thursday, August 13, 2009 12:19 AM
Give Feedback Identify Entity Request Content
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Published 08/10/2009 by Clusterstock
Iron Ore Spike Will Squeeze The Steelmakers
cargo ship 3The nascent iron ore swaps market implies that iron ore prices could stay elevated for the foreseeable future, as per recent data from ICAP. Most recently China-related prices have surged to new highs.
This is good news for major ore producers such as Vale, Rio Tinto, and BHP, and not so good news for Chinese steelmakers.
The Steel Index daily iron ore price reference price reached US$104.1 per dry metric tonne on Friday. The price, published daily for 62% Fe content fines delivered China, and has surged upward, increasing by 5.0% on yesterday and 9.2% over the week. This is the highest level since the index was first published on 17th November 2008.
Yet despite this rather bullish outlook for the iron ore market, the media-darling Baltic Dry Index, an index for ships which carry bulk commodities such as iron ore, lost almost a fifth of its value in just the last week. And freight-forward agreements (FFA's) point to a 19% decline in bulk rates by year-end.
“The Chinese have backed off and it’s starting to show in the number of shipments this month,” Gavin Durrell, a Cape Town-based official at Island View Shipping SA, Africa’s biggest commodities shipping line, said by phone today. “Iron ore and coal seem to be slowing down.” ... Derivatives betting on the Baltic Exchange’s future assessments fell for a third day, indicating the declining spot market is causing traders’ future expectations to deteriorate.
While at first blush a negative shipping market seems at odds with a positive ore market, there is a reason why iron ore prices could remain strong even while the rates to ship iron ore and other dry bulk commodities continue to fall. This is because the larger concern for the dry bulk market currently is in regards to oversupply of new ships coming online due to new deliveries rather than a drop in long-term iron ore demand growth.
So while A) lower dry bulk rates implied by FFA's should be at least noted and B) iron ore swaps should be taken with a grain of salt given that they are relatively new, falling dry bulk rates still shouldn't be of overwhelming concern to those who are bullish on the base metal.
In fact, cheaper ore shipping, caused by over-supply of ships rather than lack of ore demand, could nicely make the all-in cost of ore lower, all else being equal. And in fact, while dry bulk shippers may be headed for stormy seas, the long-term argument for upward commodity price pressure remains very much intact.
...barring economic disaster in large emerging markets, an army of consumers competing for raw materials will continue to emerge. Residual hopes of simply reverting to previous consumption patterns in the U.S. are misguided. Another bout of price spikes will focus minds eventually.
Join the conversation about this story »
See Also:
Rio Tinto Accused Of Massive Fraud And Espionage In ChinaCareful! Shipping Rates Show Signs Of Speculative ExcessMore Good News From Crude, Shipping Prices?
READ FULL ARTICLE
There are no more reports on this story yet.
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Standard Bank - Bank internationally and in Africa with representation in 30 countries www.standardbank.com
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Related Stories
First Reported 08/11/2009 - Updated 8 hours ago - 19 Documents (in Conflicts & Crime)
Rio Tinto provides third update on Shanghai employees
Rio Tinto has been advised that the Chinese authorities have announced the grounds for the arrest of the four Rio Tinto Shanghai employees who have been detained.While Rio Tinto understands that no formal charges have been laid, an arrest warrant has ... [Your Industry News - 8 hours ago]
Entities:Rio Tinto PLC, Shanghai, Criminal Law, Arrest Warrant, Allegation
First Reported 08/10/2009 - Updated 08/11/2009 - 11 Documents
Further spying report knocks Rio Tinto
By James Grubel Canberra Shares in global mining house Rio Tinto fell more than 3 percent yesterday after a Chinese magazine published additional spying allegations against the company. Rio Tinto's shares fell 3.57 percent to 23.35 (R313) in London. Rio ... [Business Report - 08/11/2009]
Entities:Rio Tinto PLC, Allegation, Custody
First Reported 8 hours ago - Updated 3 hours ago - 2 Documents
Rio Tinto
The revelation that the miner's detainees in China may face lesser charges of bribery and obtaining trade secrets should be heartening ... [FT.com - Companies UK - 3 hours ago]
Entities:Rio Tinto PLC, Bribery, China
First Reported 2 hours ago - Updated 2 hours ago - 1 Documents (in Internet & IT)
PRESS RELEASE: Rio Tinto announces the ...
Either the page does not exist or we have technical problems.Please check the URL or try again in a short while. ... [Morningstar UK - 2 hours ago]
Entities:Rio Tinto PLC
First Reported 08/11/2009 - Updated 08/11/2009 - 1 Documents (in Conflicts & Crime)
Four Rio Tinto employees arrested in China
BEIJINGFour employees of the Anglo-Australian mining giant Rio Tinto Ltd. have been arrested on charges of trade secrets infringement and bribery, according to a statement of China's Supreme People's Procuratorate late Tuesday.They included Stern Hu, ... [CHINAdaily - 08/11/2009]
Entities:Rio Tinto PLC, China, Infringement, Bribery
Ads by Google
Commodity Trade commodities & risk management Magazine. Free issue & online trial
www.energyrisk.com
First Reported 08/10/2009 - Updated 08/10/2009 - 1 Documents (in Environment)
Official recycled Rio Tinto 'report'
LABOR insiders report Nathan Rees is determined to deal with rebel MPs by announcing a new cabinet on the first anniversary of his elevation to Premier. ... [Daily Telegraph Australia - 08/10/2009]
Entities:Rio Tinto PLC, Recycling, Nathan Rees
First Reported 18 hours ago - Updated 18 hours ago - 1 Documents
Rio Tinto PLC - Click to view image in its original context
Rio Tinto PLC
CHART Rio Tinto ST: target 1910
Create, manage and set alerts for up to 5 PortfoliosRead the latest Market NewsReceive the weekly Morningstar newsletterReceive the daily equities and markets Morningstar newsletter ... [Morningstar UK - 18 hours ago]
Entities:Rio Tinto PLC
First Reported 22 hours ago - Updated 22 hours ago - 1 Documents (in Conflicts & Crime)
Prosecutors Charge Rio Tinto Employees
Chinese prosecutors formally arrested four employees of mining giant Rio Tinto, on suspicion of violating commercial secrets and taking bribes, the state-run Xinhua news agency reported. ... [WSJ.com: What's News Asia - 22 hours ago]
Entities:Rio Tinto PLC, Bribery
First Reported 9 hours ago - Updated 9 hours ago - 1 Documents
Rio Tinto
Companies don't normally cheer a downgrade. But the revelation that Rio Tinto's detainees in China may face lesser charges of bribery and obtaining trade secrets – should be heartening ... [FT.com - Lex - 9 hours ago]
Entities:Rio Tinto PLC, Bribery, China
First Reported 08/10/2009 - Updated 08/10/2009 - 1 Documents (in Conflicts & Crime)
Rio Tinto 'spied for years': China
For six years, these economic spies have curried favour, bribed and spied for information.Article on Baomi.orgChina's state secrets agency has accused mining giant Rio Tinto of spying on Chinese companies for six years, saying the espionage caused 'tremendous ... [LiveNews - 08/10/2009]
Entities:Rio Tinto PLC, Bribery, China, Allegation
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China Charges 4 Rio Tinto Employees, but Backs Off [DealBook - 14 hours ago]
China formally arrested an Australian citizen and three other employees of the British-Australian mining giant Rio Tinto on suspicions of commercial bribery and ...
China Says $100 Billion Was Bilked by Rio Tinto [DealBook - 08/10/2009]
China said it had evidence showing that for at least six years, employees working for the British-Australian mining giant Rio Tinto engaged in commercial espionage, ...
More trouble for Rio Tinto in China [BloggingStocks - 08/10/2009]
Filed under: Rio Tinto plc ADS (RTP)Early this morning, Rio Tinto (NYSE: RTP) found itself facing new allegations in the arrest of some of its employees in China. ...
China v. Rio Tinto gets stranger and stranger [The Deal.com - 08/10/2009]
Considering China's importance to the global economy, it's amazing how little most of us know about how things really work there. Current case in point: The posting ...
Rio Tinto Says China Hasn't Backed Up Allegations [DealBook - 08/11/2009]
Rio Tinto said it had yet to be presented with any evidence to support the detention of four of its China-based staff on suspicions of stealing state secrets. ...
1 2 3 4
Audio/Video
sort by: Date | Relevance
China formally arrests Rio staff [Reuters Video: Business - 13 hours ago]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/04/2009]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/04/2009]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/08/2009]
The Coracle Dry Cargo Chartering Podcast [ShippingPodcasts.com - 08/08/2009]
1
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indiano opina sobre minerio de ferro
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Iron ore market has definitely bottomed out
Vedanta Resources Plc. chairman Anil Agarwal says that the firm was well placed to win the Asarco Llc bid
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Mumbai: Metals and mining company Sterlite Industries India Ltd, which is competing with Grupo Mexico SAB de CV to acquire Asarco Llc, says it has put in its final bid and won’t raise it further. Sterlite raised its bid to $1.5 billion (Rs7,260 crore), while Grupo Mexico’s revised bid stood at $2 billion. Anil Agarwal, chairman of Vedanta Resources Plc., which owns Sterlite, said in an interview that it was well placed to win the bid. Edited excerpts:
Future plans: Vedanta Resources chairman Anil Agarwal says he wants to see Sesa Goa become the third largest iron ore firm in the world. Abhijit Bhatlekar / Mint
Future plans: Vedanta Resources chairman Anil Agarwal says he wants to see Sesa Goa become the third largest iron ore firm in the world. Abhijit Bhatlekar / Mint
Why did you raise the Asarco bid? People are focused only on the cash bid being raised but with the cash and the bonds put together, have you not raised the bid amount significantly?
We have raised almost about 10-15% altogether... but that is our final offer and we believe that it is the best offer we can put on the table.
Given that you have always considered this a fairly strategic asset, would you be content to walk away even if there is a marginal upbeat by Grupo Mexico which pips you to the post at the last moment?
As far as we are concerned, we have looked at this asset and we believe that we can turnaround this asset. It has a good potential for us to look into. But at this point of time, I think we are very well placed. If that does not happen, it is fine with me.
Do you think your bid should be the winning bid?
I believe that because the stakeholders are favouring us and that is how the indication is coming and we believe that is what is going to happen.
What signals are you getting from China because for last few days, there has been a little bit of turbulence in the commodity market on talk of tightening by China, overheating in the Chinese market? Are those concerns justified?
I have been saying that the commodity price is going to be flat.
All the commodity prices are still about 40-50% lower from peak, so maybe it has moved up for about 10-15% on some demand, some growth story in China and some parts of India, but I don’t foresee any reason for prices to move up significantly as far as the commodities of copper, aluminium or zinc are concerned.
Do you expect any major correction because many of these commodities have gone up between 80% and 100% year-to-date? Do you see the possibility of a 15-20% kind of correction in either of these two, copper or aluminium?
It has gone up 35-40%. Mines are a scarce commodity and it is very difficult to have an opening of a new mine or a new production to come up. I don’t foresee any major correction to take place.
If you do manage to buy Asarco at this current bid, given where copper prices are right now, do you think the deal will immediately be EPS (earnings per share) accretive?
I think so, because it is already making a profit and there is a potential and we can improve a lot in the operation and I am positive about it.
Give us one word on iron ore and what signals you are getting from that market. Given recent negotiations and where deals have been struck, would you say that the iron ore market has bottomed out?
I think so. Iron ore market has definitely bottomed out. We have seen very good signals, prices are moving up and the cost of production has gone up very high of some of the mines. So in iron ore, the prices have moved up and I believe that they are going to sustain on these levels.
By when will Sesa Goa Ltd start showing year-on-year growth in revenues and profits?
I have a vision that it should be the third largest iron ore company in the world, which should start producing 50 million tonnes and going forward to 100 million tonnes. I am looking forward to it and it is going to happen.
India has a tremendous resource. I have seen Australian droughts year after year and they have alternative resource which is a natural resource and they have grown with that and sustained. I think India is going to do the same thing. We have a tremendous natural resource and if we do it properly, I think we will be able to overcome this calamity.
cnbctv18@livemint.com
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Iron ore market has definitely bottomed out
Vedanta Resources Plc. chairman Anil Agarwal says that the firm was well placed to win the Asarco Llc bid
Shereen Bhan / CNBC-TV18
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Mumbai: Metals and mining company Sterlite Industries India Ltd, which is competing with Grupo Mexico SAB de CV to acquire Asarco Llc, says it has put in its final bid and won’t raise it further. Sterlite raised its bid to $1.5 billion (Rs7,260 crore), while Grupo Mexico’s revised bid stood at $2 billion. Anil Agarwal, chairman of Vedanta Resources Plc., which owns Sterlite, said in an interview that it was well placed to win the bid. Edited excerpts:
Future plans: Vedanta Resources chairman Anil Agarwal says he wants to see Sesa Goa become the third largest iron ore firm in the world. Abhijit Bhatlekar / Mint
Future plans: Vedanta Resources chairman Anil Agarwal says he wants to see Sesa Goa become the third largest iron ore firm in the world. Abhijit Bhatlekar / Mint
Why did you raise the Asarco bid? People are focused only on the cash bid being raised but with the cash and the bonds put together, have you not raised the bid amount significantly?
We have raised almost about 10-15% altogether... but that is our final offer and we believe that it is the best offer we can put on the table.
Given that you have always considered this a fairly strategic asset, would you be content to walk away even if there is a marginal upbeat by Grupo Mexico which pips you to the post at the last moment?
As far as we are concerned, we have looked at this asset and we believe that we can turnaround this asset. It has a good potential for us to look into. But at this point of time, I think we are very well placed. If that does not happen, it is fine with me.
Do you think your bid should be the winning bid?
I believe that because the stakeholders are favouring us and that is how the indication is coming and we believe that is what is going to happen.
What signals are you getting from China because for last few days, there has been a little bit of turbulence in the commodity market on talk of tightening by China, overheating in the Chinese market? Are those concerns justified?
I have been saying that the commodity price is going to be flat.
All the commodity prices are still about 40-50% lower from peak, so maybe it has moved up for about 10-15% on some demand, some growth story in China and some parts of India, but I don’t foresee any reason for prices to move up significantly as far as the commodities of copper, aluminium or zinc are concerned.
Do you expect any major correction because many of these commodities have gone up between 80% and 100% year-to-date? Do you see the possibility of a 15-20% kind of correction in either of these two, copper or aluminium?
It has gone up 35-40%. Mines are a scarce commodity and it is very difficult to have an opening of a new mine or a new production to come up. I don’t foresee any major correction to take place.
If you do manage to buy Asarco at this current bid, given where copper prices are right now, do you think the deal will immediately be EPS (earnings per share) accretive?
I think so, because it is already making a profit and there is a potential and we can improve a lot in the operation and I am positive about it.
Give us one word on iron ore and what signals you are getting from that market. Given recent negotiations and where deals have been struck, would you say that the iron ore market has bottomed out?
I think so. Iron ore market has definitely bottomed out. We have seen very good signals, prices are moving up and the cost of production has gone up very high of some of the mines. So in iron ore, the prices have moved up and I believe that they are going to sustain on these levels.
By when will Sesa Goa Ltd start showing year-on-year growth in revenues and profits?
I have a vision that it should be the third largest iron ore company in the world, which should start producing 50 million tonnes and going forward to 100 million tonnes. I am looking forward to it and it is going to happen.
India has a tremendous resource. I have seen Australian droughts year after year and they have alternative resource which is a natural resource and they have grown with that and sustained. I think India is going to do the same thing. We have a tremendous natural resource and if we do it properly, I think we will be able to overcome this calamity.
cnbctv18@livemint.com
Post Comments
Tags - Find More Articles On:
*
CNBC-TV18
Company News
Metals
Mining
Sterlite Industries India Ltd
Grupo Mexico SAB de CV
Asarco Llc
Anil Agarwal
READ MORE ARTICLES BY:
*
Shereen Bhan / CNBC-TV18
No comments available
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o Sensex lifeline: high beeps and pratfalls
o Ackruti to face action for company law violations
o Vishal Retail gets extension on its short-term loans
o Low-fare IndiGo shows the way, nets Rs60 crore
o Dalmia Cement plans to raise capacity to 35 mt in a decade
o BHEL, Mahagenco ink JV for power plant at Latur
o Birla Edutech mulls Rs500 cr capex for education foray
o Mastek sees growth revival in January, eyes buy in FY10
Ahead of listing, CIL...
The Mint report
Policy conflict after...
more>>
o Firms need to pay attention to their A-listers
o Low-fare flights put Jet back to top slot
o Cisco gets set to make buildings intelligent
o Low-fare IndiGo shows the way, nets Rs60 crore
o Demand for affordable housing pegged at 2 million by 2011
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Editor's Picks
* New direct taxes code released; pay 10% tax on Rs10 lakh salary
* US will not abandon Pakistan: Pentagon
* We lost our baby, says Aamir Khan
* Swine flu deaths rise to 15
* 4 states drawing too much groundwater
* IIP surges to 16-month high at 7.8%
* Cisco gets set to make buildings intelligent
* New direct taxes code released; pay 10% tax on Rs10 lakh salary
* NHPC IPO subscribed over 16 times
* Nearly 20,000 slots still vacant in H1B visas
* Jaypee Group, L&T ink Rs4,000 cr deal for equipment supply
* ING Groep posts Q2 profit of euro71mn, down 96%
* Sun Pharma gets US nod for 2 generic drugs
* Swine flu deaths rise to 15
* Indian tax law set to come of age
* Trawling the graveyard of lost blogs
* Stricter law on fake drugs now in force
* What’s bigger than swine flu? The panic
* Facing local protests: where Vedanta’s erring
* Low-fare IndiGo shows the way, nets Rs60 crore
* Cisco gets set to make buildings intelligent
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Published August 13, 2009
Baltic index stays close to 3-month low
Cargo demand soft; immediate-term outlook looks weak, observers say
Email this article
Print article
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(LONDON) The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, stayed close to a three-month low on Tuesday with weak appetite for cargoes keeping activity light.
The index, which gauges the cost of shipping resources including iron ore, cement, grain, coal and fertiliser, fell 2.45 per cent or 66 points to 2,623 points on Tuesday and was at its lowest since May 18.
The main sea freight index has fallen nearly 39 per cent since hitting a more than eight-month high on June 3 of 4,291.
'Fewer cargoes are appearing and we are seeing a build up of tonnage,' said Derek Langston, a director with SSY Consultancy and Research.
'The outlook in the immediate term looks a bit weaker,' he said.
In recent months, Chinese demand for iron ore - the primary material in the manufacture of steel - has driven freight market activity while also adding to swings on the main index.
China's iron ore imports raced to another record as steel production rebounded to a new high in July, with stimulus-induced demand allowing mills to maintain near-capacity output as they pass on rising ore costs.
Brokers said slower Chinese iron ore and coal demand in August have weighed on rates.
'We are in the summer period and we are just not seeing the amount of cargoes that are enough to keep rates where they are,' said Mr Langston.
Port congestion in China as well as off Australia's coast had tied up a large number of Capesize vessels, which typically haul 150,000 tonne cargoes such as iron ore and coal.
SSY said there were 47 Capesize vessels waiting to berth off China, down from 88 ships in mid June.
'On the Capesize market, you have a bit of a wait-and-see a situation going on where both charterers (shippers) and owners have just taken a step back from the market and are looking to see the direction the market is going to take,' Mr Langston said.
The Baltic's Capesize index dropped 1.36 per cent on Tuesday and was at its lowest since May 21.
Average Capesize earnings have fallen by over 53 per cent to US$44,315 per day since their June peak this year, with shippers able to push rates lower due to vessels becoming free.
'While the near-term impact on dry bulk shipping spot charter rates has been negative, we believe the strengthening demand for steel . . . is very much a positive development and view the current weakness as a necessary transitory period in the recovery of the broader dry bulk shipping market,' investment bank Jefferies & Company said in a report.
Concerns continue to grow over the rising number of new ships set to hit the market in the coming months.
'There has been a bit of an acceleration in new building deliveries which would obviously be a bearish factor going forward,' said SSY's Mr Langston. -- Reuters
Other Shipping News Headlines
Mid-East tanker surplus shrinks as demand rises
Sinotrans sees 'surge' in China commodity imports continuing
NY harbour watchdog was corrupt: probe report
Wreck of capsized ferry found in Tonga
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Shipping News
Published August 13, 2009
Baltic index stays close to 3-month low
Cargo demand soft; immediate-term outlook looks weak, observers say
Email this article
Print article
Feedback
(LONDON) The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, stayed close to a three-month low on Tuesday with weak appetite for cargoes keeping activity light.
The index, which gauges the cost of shipping resources including iron ore, cement, grain, coal and fertiliser, fell 2.45 per cent or 66 points to 2,623 points on Tuesday and was at its lowest since May 18.
The main sea freight index has fallen nearly 39 per cent since hitting a more than eight-month high on June 3 of 4,291.
'Fewer cargoes are appearing and we are seeing a build up of tonnage,' said Derek Langston, a director with SSY Consultancy and Research.
'The outlook in the immediate term looks a bit weaker,' he said.
In recent months, Chinese demand for iron ore - the primary material in the manufacture of steel - has driven freight market activity while also adding to swings on the main index.
China's iron ore imports raced to another record as steel production rebounded to a new high in July, with stimulus-induced demand allowing mills to maintain near-capacity output as they pass on rising ore costs.
Brokers said slower Chinese iron ore and coal demand in August have weighed on rates.
'We are in the summer period and we are just not seeing the amount of cargoes that are enough to keep rates where they are,' said Mr Langston.
Port congestion in China as well as off Australia's coast had tied up a large number of Capesize vessels, which typically haul 150,000 tonne cargoes such as iron ore and coal.
SSY said there were 47 Capesize vessels waiting to berth off China, down from 88 ships in mid June.
'On the Capesize market, you have a bit of a wait-and-see a situation going on where both charterers (shippers) and owners have just taken a step back from the market and are looking to see the direction the market is going to take,' Mr Langston said.
The Baltic's Capesize index dropped 1.36 per cent on Tuesday and was at its lowest since May 21.
Average Capesize earnings have fallen by over 53 per cent to US$44,315 per day since their June peak this year, with shippers able to push rates lower due to vessels becoming free.
'While the near-term impact on dry bulk shipping spot charter rates has been negative, we believe the strengthening demand for steel . . . is very much a positive development and view the current weakness as a necessary transitory period in the recovery of the broader dry bulk shipping market,' investment bank Jefferies & Company said in a report.
Concerns continue to grow over the rising number of new ships set to hit the market in the coming months.
'There has been a bit of an acceleration in new building deliveries which would obviously be a bearish factor going forward,' said SSY's Mr Langston. -- Reuters
Other Shipping News Headlines
Mid-East tanker surplus shrinks as demand rises
Sinotrans sees 'surge' in China commodity imports continuing
NY harbour watchdog was corrupt: probe report
Wreck of capsized ferry found in Tonga
Ads by Google
Caribbean Tug and Barge
Charter Tug and Barge Combinations Serving the Greater Caribbean Sea
www.CaribbeanTug.com
Bulk Container Liners
Ship Your Dry Free Flowing Products in the Most Cost-Effective Package!
www.corrpakbps.com
dry bulk handling
dry bulk handling needed? Let us build your quality grab!
www.bleijenberg.nl
Delta Mariner
Denizde her soruna çare buluyoruz We can solve all problems at sea
www.deltamariner.com
Skelton Sherborne
The Choice of Heavy Industry Move Heavy Equipment Anywhere
www.SkeltonSherborne.com
© Copyright Singapore Press Holdings 2009. Co. Regn. No. 198402868E Privacy policy | Terms & conditions
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Thursday, August 06, 2009
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Bradesco Corretora divulga carteira com dez sugestões para o mês de agosto
Por: Equipe InfoMoney
06/08/09 - 12h06
InfoMoney
SÃO PAULO - Os analistas da Bradesco Corretora divulgam sua carteira recomendada para o mês de agosto, com dez sugestões de ações que, segundo eles, oferecem bom potencial de valorização para o período.
Em comparação com o portfólio anterior, foram realizadas seis alterações. Para este mês foram incluídos os papéis do Banco ABC Brasil, Açúcar Guarani, AmBev, GVT, MMX e OGX.
Por outro lado, a corretora excluiu os ativos de Banco do Brasil, Cosan, Drogasil, Petrobras, Tegma, Transmissão Paulista, Lupatech, Minerva e TIM Participações.
Perspectivas
Para agosto, os analistas preferiram citar ações de empresas relacionadas com o cenário doméstico, já que o País deve continuar apresentando desempenho melhor que as demais economias globais nos próximos meses.
No setor de commodities, a Bradesco avalia que a Açúcar Guarani deve se "beneficiar da atual dinâmica favorável no setor de açúcar e etanol", ao passo que a OGX poderá ter notícias positivas quanto à perfuração de poços. Por fim, fusões e aquisições do setor podem contribuir para o desempenho da MMX.
Confira as recomendações
Empresa Código Preço-alvo Upside* Recomendação
Banco ABC Brasil ABCB4 R$ 8,80 1,73% Alta Performance
ALL ALLL11 R$ 18,50 38,99% Alta Performance
Brasil Telecom BRTO4 R$ 21,00 56,72% Alta Performance
Açúcar Guarani ACGU3 R$ 10,20 86,13% Alta Performance
AmBev AMBV4 R$ 168,00 23,23% Alta Performance
Pão de Açúcar PCAR4 R$ 57,80 24,70% Alta Performance
GVT GVTT3 R$ 37,00 1,65% Alta Performance
Tractebel TBLE3 - - Sem Cobertura
MMX MMXM3 R$ 14,10 67,86% Alta Performance
OGX OGXP3 R$ 1.287,40 6,40% Alta Performance
*Com base na cotação de fechamento do dia 5 de agosto
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Bradesco Corretora divulga carteira com dez sugestões para o mês de agosto
Por: Equipe InfoMoney
06/08/09 - 12h06
InfoMoney
SÃO PAULO - Os analistas da Bradesco Corretora divulgam sua carteira recomendada para o mês de agosto, com dez sugestões de ações que, segundo eles, oferecem bom potencial de valorização para o período.
Em comparação com o portfólio anterior, foram realizadas seis alterações. Para este mês foram incluídos os papéis do Banco ABC Brasil, Açúcar Guarani, AmBev, GVT, MMX e OGX.
Por outro lado, a corretora excluiu os ativos de Banco do Brasil, Cosan, Drogasil, Petrobras, Tegma, Transmissão Paulista, Lupatech, Minerva e TIM Participações.
Perspectivas
Para agosto, os analistas preferiram citar ações de empresas relacionadas com o cenário doméstico, já que o País deve continuar apresentando desempenho melhor que as demais economias globais nos próximos meses.
No setor de commodities, a Bradesco avalia que a Açúcar Guarani deve se "beneficiar da atual dinâmica favorável no setor de açúcar e etanol", ao passo que a OGX poderá ter notícias positivas quanto à perfuração de poços. Por fim, fusões e aquisições do setor podem contribuir para o desempenho da MMX.
Confira as recomendações
Empresa Código Preço-alvo Upside* Recomendação
Banco ABC Brasil ABCB4 R$ 8,80 1,73% Alta Performance
ALL ALLL11 R$ 18,50 38,99% Alta Performance
Brasil Telecom BRTO4 R$ 21,00 56,72% Alta Performance
Açúcar Guarani ACGU3 R$ 10,20 86,13% Alta Performance
AmBev AMBV4 R$ 168,00 23,23% Alta Performance
Pão de Açúcar PCAR4 R$ 57,80 24,70% Alta Performance
GVT GVTT3 R$ 37,00 1,65% Alta Performance
Tractebel TBLE3 - - Sem Cobertura
MMX MMXM3 R$ 14,10 67,86% Alta Performance
OGX OGXP3 R$ 1.287,40 6,40% Alta Performance
*Com base na cotação de fechamento do dia 5 de agosto
Tuesday, August 04, 2009
estudos
estudo do Bastter:
Estudo Diário do DJ, IBOV e DOLAR
Estudo Diário de PETR4 e VALE5
Estudo Diário dos Fluxos de Capital
Estudo de Opções e T/L
Estudos Básicos de Gregas e VE
Estudos Básicos de Volatilidade
Contratos Futuros em Aberto
Estudos Avançados de Volatilidade e Valor Extrínseco
Estudos feitos pelo Bastter diariamente, com gráficos, utilizando-se de alguns indicadores técnicos como médias móveis, pivots (topos e fundos) e Análise de Sentimento.
rr Atenção: Este estudo nada mais é do que um estudo. Não reflete as operações verdadeiras do autor e nem sua forma de operar. Os candles são demonstrados a pedido dos leitores pois o autor não os usa em suas decisões. Opere segundo suas próprias convicções pois esta análise apenas reflete uma opinião que como tal sempre pode estar errada.
O objetivo primordial deste estudo é o aprendizado. Não pretendemos prever o movimento das ações ou indicar operações.
Análise atualizada para o dia 04/08/2009
• PETROBRAS PN, Forte sinal de alta, o chamado Gap Play onde após alguns dias de acumulação, o mercado decide para um lado (no caso par cima) com gap e faz um forte candle de alta.
Para o pivot de alta ja temos o ponto 1 em 28,50, o ponto 2 em 32,67, o ponto 3 com fundo mais alto em 30,80 e agora para sair para o baile falta romper o ponto 2 (32,67). Eu gostaria do rompimento dos 33. Romper e ficar acima porque aí tem barraca com uma barreira para os 40 apenas que são os 35.
Hoje foi um dia bem forte só não entrou muito volume e parou bem no topo perto dos 33. Vamos ver se a força continua ou se amarela...
Suportes: 32,00 - 31,00 - 30,00
Resistências: 33,00 - 35,00 - 40,00 (UIPI!)
Médias Móveis: MM200 em 27,59 angulada para cima
Candle: Candle de alta forte - Marobozu de alta com Gap Play
Volatilidade: 30,99% - O forte movimento do dia, trouxe de volta para cima dos 30%
clique sobre o gráfico para ampliá-lo
Análise atualizada para o dia 04/08/2009
• VALE PN, VALE PN, Abriu muito forte, com grande gap mas nõ foi muito longe depois. Apesar da força demonstrada, se não continuar subindo hoje, pode ficar com vontade de fazer topo. Importante se manter acima dos 33.
Entrou um pouco mais de volume, mas o dia de hoje deixa confuso. Mostra força mas deixa com um pé atrás. Muito importante acompanhar e ver se vai ter força para se manter acima dos 33 ous e volta para fechar a janela.
Suportes: 33,00 - 32,00 - 30,00
Resistências: 33,50 - 35,00 - ?
Médias Móveis: MME200 em 28,65, com a alta do dia, deu uma pequena angulada para cima.
Candle: Quase que um estrelinha de topo com gap e tudo.
Volatilidade: 37,55%
clique sobre o gráfico para ampliá-lo
Estudo Diário do DJ, IBOV e DOLAR
Estudo Diário de PETR4 e VALE5
Estudo Diário dos Fluxos de Capital
Estudo de Opções e T/L
Estudos Básicos de Gregas e VE
Estudos Básicos de Volatilidade
Contratos Futuros em Aberto
Estudos Avançados de Volatilidade e Valor Extrínseco
Estudos feitos pelo Bastter diariamente, com gráficos, utilizando-se de alguns indicadores técnicos como médias móveis, pivots (topos e fundos) e Análise de Sentimento.
rr Atenção: Este estudo nada mais é do que um estudo. Não reflete as operações verdadeiras do autor e nem sua forma de operar. Os candles são demonstrados a pedido dos leitores pois o autor não os usa em suas decisões. Opere segundo suas próprias convicções pois esta análise apenas reflete uma opinião que como tal sempre pode estar errada.
O objetivo primordial deste estudo é o aprendizado. Não pretendemos prever o movimento das ações ou indicar operações.
Análise atualizada para o dia 04/08/2009
• PETROBRAS PN, Forte sinal de alta, o chamado Gap Play onde após alguns dias de acumulação, o mercado decide para um lado (no caso par cima) com gap e faz um forte candle de alta.
Para o pivot de alta ja temos o ponto 1 em 28,50, o ponto 2 em 32,67, o ponto 3 com fundo mais alto em 30,80 e agora para sair para o baile falta romper o ponto 2 (32,67). Eu gostaria do rompimento dos 33. Romper e ficar acima porque aí tem barraca com uma barreira para os 40 apenas que são os 35.
Hoje foi um dia bem forte só não entrou muito volume e parou bem no topo perto dos 33. Vamos ver se a força continua ou se amarela...
Suportes: 32,00 - 31,00 - 30,00
Resistências: 33,00 - 35,00 - 40,00 (UIPI!)
Médias Móveis: MM200 em 27,59 angulada para cima
Candle: Candle de alta forte - Marobozu de alta com Gap Play
Volatilidade: 30,99% - O forte movimento do dia, trouxe de volta para cima dos 30%
clique sobre o gráfico para ampliá-lo
Análise atualizada para o dia 04/08/2009
• VALE PN, VALE PN, Abriu muito forte, com grande gap mas nõ foi muito longe depois. Apesar da força demonstrada, se não continuar subindo hoje, pode ficar com vontade de fazer topo. Importante se manter acima dos 33.
Entrou um pouco mais de volume, mas o dia de hoje deixa confuso. Mostra força mas deixa com um pé atrás. Muito importante acompanhar e ver se vai ter força para se manter acima dos 33 ous e volta para fechar a janela.
Suportes: 33,00 - 32,00 - 30,00
Resistências: 33,50 - 35,00 - ?
Médias Móveis: MME200 em 28,65, com a alta do dia, deu uma pequena angulada para cima.
Candle: Quase que um estrelinha de topo com gap e tudo.
Volatilidade: 37,55%
clique sobre o gráfico para ampliá-lo
Sunday, August 02, 2009
expectativas para a semana EUA cnnfn
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Complete Coverage Special Report Second 100 Days
Stocks: After the bull run
The best July in 20 years gives way to what could be a very choppy August on Wall Street.
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By Alexandra Twin, CNNMoney.com senior writer
August 2, 2009: 10:15 AM ET
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NEW YORK (CNNMoney.com) -- The best July in 20 years has set Wall Street up for a tumultuous August, as investors look past the earnings surprises that fueled the run to the economic questions that remain.
Next week brings quarterly results from another 18% of the S&P 500 companies, including Dow components Cisco Systems, Kraft Foods and Procter & Gamble. Economic reports include readings on personal income and spending, retail sales and the labor market.
Investors will also be easing into the start of a typically low-volume month on Wall Street -- one that follows on the heels of a notably strong July.
"The story of July is the large number of companies that beat forecasts and all the portfolio managers that decided to put money to work," said Fred Dickson, chief market strategist at D.A. Davidson & Co.
He said that the momentum will slow in August, which could be something of a roller-coaster month. "We'll probably end up just higher than July."
The Dow gained 8.4% in July, its best performance since 1989, while the S&P 500 gained 7.4%, its best July showing since 1988. The Nasdaq's advance of 7.8% was its best July performance since 1997.
Both the S&P 500 and Nasdaq saw bigger monthly gains in April of this year, but for the Dow, July was its best month overall since October of 2002.
0:00 /2:50Economy: Here comes the sun
All about earnings: With over two-thirds of the S&P 500 having already reported results, profits are currently on track to have fallen 29% versus a year ago, according to earnings tracker Thomson Reuters.
Clearly, profits are still suffering amid the recession, but the results were expected to be worse. As of July 1, analysts were expecting year-over-year results to fall more than 35%.
Although led by financials, results have been beating expectations pretty much across the board, said John Butters, senior research analyst at Thomson Reuters. He said the utilities sector was the lone holdout.
"The theme is still that we are seeing an unusually high number of companies beat expectations," said Butters.
Around 74% of companies have beat forecasts, versus the long-term average of 61% and the all-time record of 73%, reached in the first quarter of 2004. Companies are also beating forecasts by the greatest amount since Thomson began tracking results 15 years ago, beating by an average of 13% versus the previous record of 7.1%. That record was also made in the first quarter of 2004.
But that cheer hasn't spilled over to third-quarter forecasts, with few companies or analysts lifting estimates. Currently, third-quarter profits are expected to dip 21.5% versus a year ago, according to Thomson. On July 1, analysts thought 3Q results would dip 20.9% year-over-year.
Quarterly results
Here'a what's on tap for the week ahead:
Monday: Humana (HUM, Fortune 500) and Marathon Oil (MRO, Fortune 500) are among the companies reporting results in the morning, but neither are typically market movers.
Tuesday: Dow component Kraft Foods (KFT, Fortune 500) is due to report results after the close of trading. Kraft is expected to have earned 54 cents per share versus 58 cents a year ago.
Wednesday: Dow component Procter & Gamble (PG, Fortune 500) reports results in the morning. The consumer products firm is expected to have earned 79 cents per share versus 80 cents a year ago.
Dow component Cisco Systems (CSCO, Fortune 500) is expected to report results after the close of trading. The tech leader is expected to have earned 28 cents versus 40 cents a year ago.
Other companies due to report results Tuesday evening include Allstate (ALL, Fortune 500), Prudential (PRU, Fortune 500) and Sunoco (SUN, Fortune 500).
Thursday: Comcast (CMCSA, Fortune 500) and DIRECTV (DTV, Fortune 500) report results in the morning, but neither are usually market movers.
Friday: No notable financial reports are due.
Economy
Monday: The Institute for Supply Management releases its July manufacturing index shortly after the start of trading. The index is expected to have improved to 46.5 from 44.8 last month, according to a consensus of economists surveyed by Briefing.com.
The Senate will vote on a bill that would add $2 billion to the popular Cash For Clunkers program, which has been running low on funds. The House of Representatives approved the bill Friday. The program gives consumers who buy fuel-efficient cars refund vouchers worth as much as $4,500 on traded-in gas guzzlers.
Reports on July auto and truck sales are due in the afternoon. Sales are expected to show the impact of the Cash for Clunkers program.
The June construction sales report from the Commerce Department is also due in the morning.
Tuesday: The Commerce Department releases its June readings on personal income and spending before the start of trade. Income is expected to have fallen 1% after rising 1.4% in the previous month. Spending is expected to have risen 0.3% after rising 0.2% in the previous month.
The June Pending home sales index from the National Association of Realtors is due in the morning. The index is expected to have risen 0.3% after rising 0.1% in May.
Wednesday: The July reading on private-sector employment from payroll services firm ADP is due in the morning. Employers are expected to have cut 340,000 jobs from their payrolls after cutting 473,000 in the previous month.
The ISM services sector report from the Institute for Supply Management is due in the morning. The index is expected to have dipped to 48 in July from 48.8 in June.
The June factory orders report from the Commerce Department is also due in the morning, as is the weekly oil inventories report from the Energy Information Administration.
Thursday: The weekly jobless claims report is due in the morning from the Labor Department.
Additionally, July sales figures from the nation's retailers are due throughout the morning.
Friday: The July jobs report from the Department of Labor is due to be released shortly before the start of trading. Employers are expected to have cut 333,000 jobs from their payrolls after cutting 467,000 jobs in the previous month.
The unemployment rate, generated by a separate survey, is expected to have risen to 9.6% from 9.5%.
In the afternoon, a report on consumer credit is due, although its not usually a market mover. To top of page
GDP: Economy contracts at slower pace
No profits? Here's a bonus
Deficit: What caused it, why it matters
The 2009 Fortune 500
50 years of profit swings
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July 31, 2009 4:04 PM ET
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TRADING
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Complete Coverage Special Report Second 100 Days
Stocks: After the bull run
The best July in 20 years gives way to what could be a very choppy August on Wall Street.
EMAIL | PRINT | SHARE | RSS
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By Alexandra Twin, CNNMoney.com senior writer
August 2, 2009: 10:15 AM ET
sp_july_2.03.gif
chart_dow_mtd.03.gif
Quick Vote
What's most important to you when choosing where to retire?
*
Affordable homes
*
Low taxes
*
Good health care
*
Low crime
*
Nice weather
or View results
NEW YORK (CNNMoney.com) -- The best July in 20 years has set Wall Street up for a tumultuous August, as investors look past the earnings surprises that fueled the run to the economic questions that remain.
Next week brings quarterly results from another 18% of the S&P 500 companies, including Dow components Cisco Systems, Kraft Foods and Procter & Gamble. Economic reports include readings on personal income and spending, retail sales and the labor market.
Investors will also be easing into the start of a typically low-volume month on Wall Street -- one that follows on the heels of a notably strong July.
"The story of July is the large number of companies that beat forecasts and all the portfolio managers that decided to put money to work," said Fred Dickson, chief market strategist at D.A. Davidson & Co.
He said that the momentum will slow in August, which could be something of a roller-coaster month. "We'll probably end up just higher than July."
The Dow gained 8.4% in July, its best performance since 1989, while the S&P 500 gained 7.4%, its best July showing since 1988. The Nasdaq's advance of 7.8% was its best July performance since 1997.
Both the S&P 500 and Nasdaq saw bigger monthly gains in April of this year, but for the Dow, July was its best month overall since October of 2002.
0:00 /2:50Economy: Here comes the sun
All about earnings: With over two-thirds of the S&P 500 having already reported results, profits are currently on track to have fallen 29% versus a year ago, according to earnings tracker Thomson Reuters.
Clearly, profits are still suffering amid the recession, but the results were expected to be worse. As of July 1, analysts were expecting year-over-year results to fall more than 35%.
Although led by financials, results have been beating expectations pretty much across the board, said John Butters, senior research analyst at Thomson Reuters. He said the utilities sector was the lone holdout.
"The theme is still that we are seeing an unusually high number of companies beat expectations," said Butters.
Around 74% of companies have beat forecasts, versus the long-term average of 61% and the all-time record of 73%, reached in the first quarter of 2004. Companies are also beating forecasts by the greatest amount since Thomson began tracking results 15 years ago, beating by an average of 13% versus the previous record of 7.1%. That record was also made in the first quarter of 2004.
But that cheer hasn't spilled over to third-quarter forecasts, with few companies or analysts lifting estimates. Currently, third-quarter profits are expected to dip 21.5% versus a year ago, according to Thomson. On July 1, analysts thought 3Q results would dip 20.9% year-over-year.
Quarterly results
Here'a what's on tap for the week ahead:
Monday: Humana (HUM, Fortune 500) and Marathon Oil (MRO, Fortune 500) are among the companies reporting results in the morning, but neither are typically market movers.
Tuesday: Dow component Kraft Foods (KFT, Fortune 500) is due to report results after the close of trading. Kraft is expected to have earned 54 cents per share versus 58 cents a year ago.
Wednesday: Dow component Procter & Gamble (PG, Fortune 500) reports results in the morning. The consumer products firm is expected to have earned 79 cents per share versus 80 cents a year ago.
Dow component Cisco Systems (CSCO, Fortune 500) is expected to report results after the close of trading. The tech leader is expected to have earned 28 cents versus 40 cents a year ago.
Other companies due to report results Tuesday evening include Allstate (ALL, Fortune 500), Prudential (PRU, Fortune 500) and Sunoco (SUN, Fortune 500).
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Reports on July auto and truck sales are due in the afternoon. Sales are expected to show the impact of the Cash for Clunkers program.
The June construction sales report from the Commerce Department is also due in the morning.
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The ISM services sector report from the Institute for Supply Management is due in the morning. The index is expected to have dipped to 48 in July from 48.8 in June.
The June factory orders report from the Commerce Department is also due in the morning, as is the weekly oil inventories report from the Energy Information Administration.
Thursday: The weekly jobless claims report is due in the morning from the Labor Department.
Additionally, July sales figures from the nation's retailers are due throughout the morning.
Friday: The July jobs report from the Department of Labor is due to be released shortly before the start of trading. Employers are expected to have cut 333,000 jobs from their payrolls after cutting 467,000 jobs in the previous month.
The unemployment rate, generated by a separate survey, is expected to have risen to 9.6% from 9.5%.
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comentarios sobre mangles e amianto do forum exame
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Small Caps
Responder Mensagem Voltar para I.A. Ir à página Anterior 1, 2, 3, 4, 5
Autor Mensagem
fbrito
Top User 2007.2 / 2008.1
IA desde: 28 Jul 2007
Mensagens: 1027
Enviada: Seg Jan 07, 2008 3:00 pm
Com a grande expectativa de que o mercado irá entrar em tendência de baixa, vale
a pena os fundamentalistas se ligarem nas Small Caps.
O ADVFN tem um blog bem legal sobre Small Caps. O cara parece que entende :d
O endereço é: http://br.advfn.com/p.php?pid=blogbr&blog=small_caps
Olha só o resultado do cara :P
"Quase finalizado o ano de 2007, a
carteira Small Caps acumulou expressiva valorização de 102,59% num período médio
de 6 meses. "
Fonte: http://br.advfn.com/p.php?pid=blogbr&blog=small_caps&article=467
Ehehe, apesar de eu ser grafista, admiro muito a Analise Fundamentalista em small caps Smile
_________________
Fernando Brito
Faça aos outros o que você gostaria que fizessem com você!
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angeloreal
IA desde: 1 Mai 2008
Mensagens: 85
Mais sobre Small Caps Enviada: Sáb Mai 31, 2008 12:08 am
Tivemos 2 ratings...
Vamos comentar um pouquinho mais das Small Caps...
Aliás parabéns pelo Fórum. Excelente fonte para aprendizagem em investimentos.
Tópicos que direcionam a vários lugares importantes.
-----------------------------------------------------------------------------------
"ECONOMIA - 04/05/08 00:51
Carteira small caps – mudanças e o que esperar do investment grade?
A carteira Small Caps teve um bom desempenho no mês de abril, atingindo alta
próxima a 8%, liderada pelo desempenho excepcional das ações da Tekno, que
subiram mais de 60%, com direito a bonificação e distribuição de dividendos.
Alta esta que comprova a importância da paciência, uma vez que TKNO4 era uma
empresa que há um bom tempo não gerava retorno em ganho de capital satisfatório.
Obviamente é possível que não se sustente neste patamar de preço, mas mesmo a R$
150,00 não considero o ativo caro, ainda.
A grande questão é o que esperar das ações com o Investment Grade e quais
seriam as empresas mais beneficiadas. Várias corretoras e economistas
discorreram de maneira bastante elucidativa sobre o tema, especialmente focando
as vantagens da diminuição do custo de capital, o que é melhor para todas as
empresas da bolsa.
Isto porque, a taxa de juros serve como indicativo de atratividade - ou não-
para diversos projetos de investimento. Quanto menor esta taxa, maior será a
quantidade de projetos que se tornam viáveis. Ademais, os projetos existentes,
quando descontados com um menor custo de oportunidade, aumentam o valor
presente. Isto tudo contribui para o aumento do valor atual das empresas e uma
maior possibilidade de aumento de produção no país.
Considero que as empresas mais beneficiadas são aquelas com foco no consumo
doméstico, as que dependem de capital intensivo e as empresas que tem custo
influenciado pelo Dólar e receitas em Real, dada a provável continuidade da
apreciação cambial.
Em razão disto, dois novos ativos passam a fazer parte da carteira Small Caps,
ambos com exposição no mercado doméstico: ETER3 e BISA3. A carteira já possui
ativos ligados a bancos (CZRS4 e PINE4), também fortemente beneficiados pelo IG.
ETER3 apesar de não ter divulgado o balanço do 1º. trimestre, anunciou
consideráveis valores a serem distribuídos a título de Juros sobre Capital
Próprio e Dividendos em razão destes resultados. O segmento está bastante
aquecido e o custo dos produtos de seus concorrentes possivelmente estará
crescendo mais do que os referentes à Eternit, o que pode melhorar suas margens.
O seu grande risco é a proibição do uso do amianto, o que é minimizado pelo seu
valor de mercado atual e pelo objetivo que ela tem de diversificar suas
atividades.
BISA3 trata-se de uma construtora com múltiplos bastante atraentes
comparativamente às demais e que conseguiu cumprir o guidance do ano passado. E
já disponibilizou o guidance para 2008 e 2009, nos quais se constata a
possibilidade de crescer bastante. A empresa tem dinheiro em caixa e anunciou: a
aquisição de outra empresa (MB Engenharia), atuando como consolidadora; a compra
de terreno bem localizado (Av. Brigadeiro Faria Lima) com parceria de outras
empresas; e a recompra de ações. A diminuição do custo de capital a médio e
longo prazo pode resultar em aumento do valor de mercado dos imóveis e na
quantidade de pessoas aptas a contrair financiamentos para aquisição deles -
como já se observa na exuberância do financiamento de veículos.
Os bancos PINE4 e CZRS4, que ingressaram no mês de abril, tiveram desempenho
bastante forte, após o anúncio da nota de crédito do Brasil, reforçando os
benefícios que os bancos - entre eles os médios - terão com a possibilidade de
captar a custos menores e em razão do aumento dos financiamentos como proporção
do PIB, o que ainda tem muito a crescer no país.
O frigorífico Minerva - BEEF3 devolveu parte do desproporcional desconto no
valor de mercado que possuía, com forte valorização, antes mesmo do Investment
Grade. Importantes informações foram disponibilizadas pela empresa na Bovespa
sobre o seu desempenho apesar das restrições impostas pela União Européia para
venda de carnes bovinas do Brasil. Vale a pena conferir e ver o crescimento que
a empresa continua tendo.
A carteira tem sido afetada negativamente pelos ativos influenciados pelo setor
de veículos, que não vem desempenhando com a mesma prosperidade que as vendas do
segmento no país. Possivelmente foi precificado o aumento de custo de produção,
especialmente matérias primas - leia-se aço - e que isto não poderia ser
repassado na cadeia. Só isto explica a não valorização dos ativos. Mas, continuo
otimista com o desempenho da cadeia produtiva, e porque não acreditar que o
pessimismo do aumento de custo está exagerado. Nesta esteira, também pode ser
beneficiada a SGAS4, que controla uma importante revenda de caminhões do país e
tem em caixa aproximadamente 60% do seu valor de mercado atual.
A primeira empresa do setor que fornece bastante para o seguimento de veículos
- embora a empresa tenha também outras importantes atividades, também em
crescimento - a divulgar resultados foi a Mangels e, apesar do lucro líquido ter
melhorado pouco em relação ao primeiro trimestre do ano passado, a receita
líquida aumentou 14,8% e o lucro EBITDA subiu consideráveis 52,6%. O que
diminuiu foi o resultado advindo da valorização cambial, que, não tem a mesma
importância que um lucro operacional.
Enfim, a carteira teve um bom desempenho no mês, muito embora o foco dos
investidores estrangeiros está nas empresas com maior liquidez, por enquanto.
Mas, no longo prazo, o que vale são os resultados relativamente ao valor de
mercado e quem estiver corretamente posicionado antes que muitos percebam isto,
restará beneficiado. Aliás, a carteira formada ano passado, que logo completará
1 ano de consolidação, têm mais de 150% de valorização, respaldada pelo
desempenho de MNPR3, com mais de 1500% de alta desde a sugestão de aquisição, há
1 ano.
Abraços,
Small Caps. "
fonte: http://br.advfn.com/p.php?pid=blogbr&blog=small_caps
Destaque para a Eternit, ele aborda no texto acima. Para quem busca dividendos
é uma das empresas com maior margem.
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Turkinho
IA desde: 21 Mai 2008
Mensagens: 184
Enviada: Sáb Mai 31, 2008 9:40 am
Ações da JBS-Friboi saltam 16% e lideram ganhos do Ibovespa na semana
Por: Conrado Mazzoni Cruz
30/05/08 - 19h45
InfoMoney
SÃO PAULO - As ações da JBS-Friboi (JBSS3) foram o destaque positivo do
Ibovespa na última semana de maio. Os papéis da maior empresa do setor de carne
bovina do mundo acumularam valorização de 16,47% e encerraram a sexta-feira (30)
a R$ 9,90. O principal índice acionário da Bovespa teve alta de 1,60%.
A semana foi de sobe-e-desce para o principal índice da bolsa. Em meio a um
movimento de realização de lucros, amparado na desvalorização dos preços de
commodities ao redor do globo, a renda variável conseguiu terminar no positivo.
Ainda por cima, o Brasil recebeu o título de grau de investimento pela segunda
vez. Foi a Fitch Ratings, que repetiu o movimento da Standard & Poor´s. Os
bons ventos trazidos pelo selo, que indica o País como bom pagador de dívidas,
têm impulsionado o mercado.
Fim do embargo
Recém-ingressa no Ibovespa, a JBS também tem se beneficiado pelo aumento da
liquidez em suas ações em razão da maior visibilidade da carteira teórica. Além
disso, a decisão da OIE (Organização Internacional de Saúde Animal) ajudou a
empurrar para cima os papéis.
O órgão suspendeu o embargo contra a carne brasileira produzida para exportação
em dez estados do País mais o Distrito Federal, o que facilita o comércio
exterior de carne bovina produzida nessas regiões. Com isso, os frigoríficos
poderão aumentar o volume de carne exportado, sendo fundamental para o
crescimento de suas receitas.
Outras altas
Outros papéis que também se destacaram positivamente foram Brasil ON (BBAS3, R$
32,54, +14,86%), Eletrobras ON (ELET3, R$ 29,49, +13,21%), Gafisa ON (GFSA3, R$
36,15, +12,55%), Itausa PN (ITSA4, R$ 11,75, +11,90%) e Itaubanco PN (ITAU4, R$
50,46, +10,05%).
_________________
"A maneira mais rápida de se tornar um milionário na Bolsa é entrando nela sendo bilionário!"
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lelobm
IA desde: 29 Mar 2008
Mensagens: 746
Enviada: Sáb Mai 31, 2008 10:27 am
Alguem de olho em portobelo PTBL3 ?
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denardi
IA desde: 16 Jan 2008
Mensagens: 220
Localização: Paraná
Enviada: Sáb Mai 31, 2008 3:12 pm
Na minha opinião, uma das empresas que podera trazer grandes resultados para os
acionistas no medio e longo prazo chama-se Kepler Weber...
para quem tem interese sugiro que comece lendo o topico dela aqui no I.A
(kepl3)
abraço a todos e bons lucros
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angeloreal
IA desde: 1 Mai 2008
Mensagens: 85
ETERNIT Enviada: Qui Jun 05, 2008 1:21 pm
"COMUNICADO
Sobre a decisão do Plenário do Supremo Tribunal Federal (STF) do dia 04 de
junho de 2008, a Eternit esclarece que, por sete votos a três, o plenário do STF
indeferiu a liminar concedida em 20 de dezembro de 2007 contra a lei nº 12.684
do estado de São Paulo. A lei 12.684 prevê a proibição do uso de produtos,
materiais ou artefatos que contenham quaisquer tipos de amianto no estado de São
Paulo.
Nesta sessão, a decisão do Plenário do STF restringiu-se, exclusivamente, ao
julgamento da liminar, não julgando o mérito da questão de utilização do amianto
crisotila.
Atualmente, em torno de 50% das coberturas no Brasil utilizam telhas de
fibrocimento com amianto crisotila. As vendas anuais representam 230 milhões de
metros quadrados de cobertura deste produto. As telhas e caixas d´água de
fibrocimento de amianto crisotila são produtos extremamente competitivos, com
custos de produção em torno de 30% a 60% mais baratos que os produtos com fibra
sintética, tornando-os acessíveis para a população de baixa renda para a
construção da casa própria, cumprindo também uma função social.
Vale ressaltar ainda que não há registro na literatura médica e científica, nem mesmo na Organização Mundial da Saúde (OMS), de que a população brasileira tenha contraído qualquer doença em função do uso de telhas e caixas-d´água de fibrocimento, fabricadas com amianto crisotila. Tal fato é atual objeto de estudo de pesquisa científica que está sendo realizada pela USP em parceira com Unifesp, Unicamp e outras instituições nacionais e internacionais, e seu resultado deverá ser divulgado no início de 2009 (http://www.asbestoambiental.com.br/).
A Eternit esclarece que a Convenção 162 da Organização Internacional do
Trabalho (OIT) sobre a utilização do asbesto/amianto com segurança, da qual o
Brasil é signatário, determina que “quando necessárias para proteger a saúde dos
trabalhadores, e viáveis do ponto de vista técnico” a lei nacional deverá adotar
medidas para a substituição do amianto crisotila pelo uso de fibras sintéticas
que deverá ocorrer somente se “submetidas à avaliação científica pela autoridade
competente e definidas como inofensivas ou menos perigosas”.
A lei federal 9.055/95 e o decreto 2350/97 prevêem e adotam medidas rigorosas
para o uso controlado e responsável do amianto crisotila, que resultam na
proteção efetiva da saúde dos trabalhadores.
Na última reunião da IARC-OMS (Agência Internacional de Pesquisa da Câncer -
Organização Mundial da Saúde) sobre o tema, em Lyon, na França em novembro de
2005, a instituição concluiu que o risco de utilização das fibras sintéticas é
indeterminado, podendo ser considerado maior ou menor que o do amianto
crisotila. Os poucos estudos existentes demonstram que as fibras sintéticas são
respiráveis e têm alta biopersistência (tempo de permanência no pulmão).
Vale destacar que telhas e caixas d´água com fibras sintéticas têm um custo de
produção de 30% a 60% mais caro do que com fibras de amianto crisotila, além de
não estarem no mercado há tempo suficiente para comprovação de sua qualidade.
A Companhia acredita no uso controlado e responsável do amianto crisotila,
previsto na Convenção 162 da OIT e na política nacional existente (Lei 9.055/95,
Decreto 2350/97 e normas regulamentadoras do Ministério do Trabalho) , e
continuará fazendo todos os esforços para demonstrar à sociedade brasileira esta
realidade. Diante dos últimos acontecimentos, a Eternit informa que atualmente
já opera com as duas tecnologias e alerta a sociedade brasileira para eventual
desabastecimento no mercado de coberturas em função da baixa disponibilidade de
fibras sintéticas em todo mundo para a demanda que se possa apresentar.
A Companhia não possui unidade industrial no estado de São Paulo, que
representa aproximadamente 15% das vendas de seus produtos acabados. Em relação
a SAMA Minerações Associadas, subsidiária da Eternit, as vendas de amianto
crisotila para o estado de São Paulo representam em torno de 8% do total de
vendas de fibras de amianto crisotila na mineradora. Vale lembrar que as
indústrias clientes da SAMA sediadas no estado de São Paulo não estão impedidas
de produzir dentro do próprio estado e comercializar para outros estados.
Consciente da importância social de seus produtos, a Companhia reforça sua
crença na Justiça brasileira e entende que o Supremo Tribunal Federal irá
considerar as evidências técnicas e científicas para julgamento de mérito da
questão, não sendo suscetível a pressões de grupos favoráveis ao banimento do
amianto crisotila com base na experiência européia que utilizou o outro tipo de
amianto (amianto anfibólio) sem os cuidados necessários, principalmente sob a
forma de jateamento.
A Companhia se coloca a disposição para eventuais comentários e dúvidas e convida a população brasileira a conhecer os processos industriais através de visitação as unidades do Grupo. Venha conhecer como as empresas do Grupo Eternit trabalham (http://www.eternit.com.br/portasabertas)!
São Paulo, 05 de junho de 2008.
Élio A. Martins
Presidente e Diretor de Relações com Investidores"
_______________________________________
Caiu 33 % na abertura hoje... Tô Na dúvida.
_________________
"O primeiro dever da inteligência é desconfiar dela mesma."
Albert Einstein
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chris m8
IA desde: 2 Jun 2008
Mensagens: 33
Enviada: Qui Jun 05, 2008 2:46 pm
Tenho muito interesse em small caps, comprei SHUL4 (por causa de uma dica) esse
ano e subiu todo dia durante unmas 6 semanas, o problema e que nao e muito facil
as vender como uma blue chip.
_________________
Heineken em excesso
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azao
IA desde: 9 Jul 2008
Mensagens: 22
Enviada: Sex Ago 01, 2008 11:16 am
esse tópico é excelente...
quanto a estratégia de comprar ações abaixo de 2 reais, garimpar, ficar com as
20 melhores, ou 15, como um dos usuários da estratégia falou, apenas uma dúvida,
como achar essas ações abaixo de 2 reais?
dá para procurar pelo índice agressivo, mas além do índice agressivo, tem
alguma outra forma de procurar esse tipo de ação?
grato
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X Trader
IA desde: 27 Jul 2007
Mensagens: 87
Localização: São Paulo
Enviada: Sex Ago 01, 2008 11:33 am
Citação:
tem alguma outra forma de procurar esse tipo de ação?
Site da Bovespa (www.bovespa.com.br)
Guia: Mercado - Ações - Dados Históricos - Últimos Pregões - Cotações do
Horário Regular - Mercado a Vista
_________________
"A sorte não existe, o que existe, é o encontro entre o preparo e a oportunidade."
Albert Einstein
Gute Geschäfts!
x@investidoragressivo.com.br
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Tales Renato
IA desde: 28 Jul 2008
Mensagens: 42
Localização: Sorocaba-SP
Enviada: Sex Ago 01, 2008 9:34 pm
Olha uma ótima small cap é a Coelce(COCE5),
ela não tem quase nada de liquidez, mas paga ótimos dividendos 1 vez por
ano(normalmente entre abril e maio, e dividido em 3 parcelas durante o ano), os
dividendos chegam em torno de 12% à 16% +- o preço da ação por ano
É uma boa para quem gosta de uma carteira de LP remunerada de dividendos(pois
agora o preço da ação caiu muito nos últimos tempos)
O ruim é a liquidez como já falei anteriormente
_________________
Como dizia Fernando Pessoa
"Tudo vale a pena, se a alma não é pequena
"O fracasso é sucesso quando aprendemos com ele."
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Small Caps
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fbrito
Top User 2007.2 / 2008.1
IA desde: 28 Jul 2007
Mensagens: 1027
Enviada: Seg Jan 07, 2008 3:00 pm
Com a grande expectativa de que o mercado irá entrar em tendência de baixa, vale
a pena os fundamentalistas se ligarem nas Small Caps.
O ADVFN tem um blog bem legal sobre Small Caps. O cara parece que entende :d
O endereço é: http://br.advfn.com/p.php?pid=blogbr&blog=small_caps
Olha só o resultado do cara :P
"Quase finalizado o ano de 2007, a
carteira Small Caps acumulou expressiva valorização de 102,59% num período médio
de 6 meses. "
Fonte: http://br.advfn.com/p.php?pid=blogbr&blog=small_caps&article=467
Ehehe, apesar de eu ser grafista, admiro muito a Analise Fundamentalista em small caps Smile
_________________
Fernando Brito
Faça aos outros o que você gostaria que fizessem com você!
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angeloreal
IA desde: 1 Mai 2008
Mensagens: 85
Mais sobre Small Caps Enviada: Sáb Mai 31, 2008 12:08 am
Tivemos 2 ratings...
Vamos comentar um pouquinho mais das Small Caps...
Aliás parabéns pelo Fórum. Excelente fonte para aprendizagem em investimentos.
Tópicos que direcionam a vários lugares importantes.
-----------------------------------------------------------------------------------
"ECONOMIA - 04/05/08 00:51
Carteira small caps – mudanças e o que esperar do investment grade?
A carteira Small Caps teve um bom desempenho no mês de abril, atingindo alta
próxima a 8%, liderada pelo desempenho excepcional das ações da Tekno, que
subiram mais de 60%, com direito a bonificação e distribuição de dividendos.
Alta esta que comprova a importância da paciência, uma vez que TKNO4 era uma
empresa que há um bom tempo não gerava retorno em ganho de capital satisfatório.
Obviamente é possível que não se sustente neste patamar de preço, mas mesmo a R$
150,00 não considero o ativo caro, ainda.
A grande questão é o que esperar das ações com o Investment Grade e quais
seriam as empresas mais beneficiadas. Várias corretoras e economistas
discorreram de maneira bastante elucidativa sobre o tema, especialmente focando
as vantagens da diminuição do custo de capital, o que é melhor para todas as
empresas da bolsa.
Isto porque, a taxa de juros serve como indicativo de atratividade - ou não-
para diversos projetos de investimento. Quanto menor esta taxa, maior será a
quantidade de projetos que se tornam viáveis. Ademais, os projetos existentes,
quando descontados com um menor custo de oportunidade, aumentam o valor
presente. Isto tudo contribui para o aumento do valor atual das empresas e uma
maior possibilidade de aumento de produção no país.
Considero que as empresas mais beneficiadas são aquelas com foco no consumo
doméstico, as que dependem de capital intensivo e as empresas que tem custo
influenciado pelo Dólar e receitas em Real, dada a provável continuidade da
apreciação cambial.
Em razão disto, dois novos ativos passam a fazer parte da carteira Small Caps,
ambos com exposição no mercado doméstico: ETER3 e BISA3. A carteira já possui
ativos ligados a bancos (CZRS4 e PINE4), também fortemente beneficiados pelo IG.
ETER3 apesar de não ter divulgado o balanço do 1º. trimestre, anunciou
consideráveis valores a serem distribuídos a título de Juros sobre Capital
Próprio e Dividendos em razão destes resultados. O segmento está bastante
aquecido e o custo dos produtos de seus concorrentes possivelmente estará
crescendo mais do que os referentes à Eternit, o que pode melhorar suas margens.
O seu grande risco é a proibição do uso do amianto, o que é minimizado pelo seu
valor de mercado atual e pelo objetivo que ela tem de diversificar suas
atividades.
BISA3 trata-se de uma construtora com múltiplos bastante atraentes
comparativamente às demais e que conseguiu cumprir o guidance do ano passado. E
já disponibilizou o guidance para 2008 e 2009, nos quais se constata a
possibilidade de crescer bastante. A empresa tem dinheiro em caixa e anunciou: a
aquisição de outra empresa (MB Engenharia), atuando como consolidadora; a compra
de terreno bem localizado (Av. Brigadeiro Faria Lima) com parceria de outras
empresas; e a recompra de ações. A diminuição do custo de capital a médio e
longo prazo pode resultar em aumento do valor de mercado dos imóveis e na
quantidade de pessoas aptas a contrair financiamentos para aquisição deles -
como já se observa na exuberância do financiamento de veículos.
Os bancos PINE4 e CZRS4, que ingressaram no mês de abril, tiveram desempenho
bastante forte, após o anúncio da nota de crédito do Brasil, reforçando os
benefícios que os bancos - entre eles os médios - terão com a possibilidade de
captar a custos menores e em razão do aumento dos financiamentos como proporção
do PIB, o que ainda tem muito a crescer no país.
O frigorífico Minerva - BEEF3 devolveu parte do desproporcional desconto no
valor de mercado que possuía, com forte valorização, antes mesmo do Investment
Grade. Importantes informações foram disponibilizadas pela empresa na Bovespa
sobre o seu desempenho apesar das restrições impostas pela União Européia para
venda de carnes bovinas do Brasil. Vale a pena conferir e ver o crescimento que
a empresa continua tendo.
A carteira tem sido afetada negativamente pelos ativos influenciados pelo setor
de veículos, que não vem desempenhando com a mesma prosperidade que as vendas do
segmento no país. Possivelmente foi precificado o aumento de custo de produção,
especialmente matérias primas - leia-se aço - e que isto não poderia ser
repassado na cadeia. Só isto explica a não valorização dos ativos. Mas, continuo
otimista com o desempenho da cadeia produtiva, e porque não acreditar que o
pessimismo do aumento de custo está exagerado. Nesta esteira, também pode ser
beneficiada a SGAS4, que controla uma importante revenda de caminhões do país e
tem em caixa aproximadamente 60% do seu valor de mercado atual.
A primeira empresa do setor que fornece bastante para o seguimento de veículos
- embora a empresa tenha também outras importantes atividades, também em
crescimento - a divulgar resultados foi a Mangels e, apesar do lucro líquido ter
melhorado pouco em relação ao primeiro trimestre do ano passado, a receita
líquida aumentou 14,8% e o lucro EBITDA subiu consideráveis 52,6%. O que
diminuiu foi o resultado advindo da valorização cambial, que, não tem a mesma
importância que um lucro operacional.
Enfim, a carteira teve um bom desempenho no mês, muito embora o foco dos
investidores estrangeiros está nas empresas com maior liquidez, por enquanto.
Mas, no longo prazo, o que vale são os resultados relativamente ao valor de
mercado e quem estiver corretamente posicionado antes que muitos percebam isto,
restará beneficiado. Aliás, a carteira formada ano passado, que logo completará
1 ano de consolidação, têm mais de 150% de valorização, respaldada pelo
desempenho de MNPR3, com mais de 1500% de alta desde a sugestão de aquisição, há
1 ano.
Abraços,
Small Caps. "
fonte: http://br.advfn.com/p.php?pid=blogbr&blog=small_caps
Destaque para a Eternit, ele aborda no texto acima. Para quem busca dividendos
é uma das empresas com maior margem.
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Turkinho
IA desde: 21 Mai 2008
Mensagens: 184
Enviada: Sáb Mai 31, 2008 9:40 am
Ações da JBS-Friboi saltam 16% e lideram ganhos do Ibovespa na semana
Por: Conrado Mazzoni Cruz
30/05/08 - 19h45
InfoMoney
SÃO PAULO - As ações da JBS-Friboi (JBSS3) foram o destaque positivo do
Ibovespa na última semana de maio. Os papéis da maior empresa do setor de carne
bovina do mundo acumularam valorização de 16,47% e encerraram a sexta-feira (30)
a R$ 9,90. O principal índice acionário da Bovespa teve alta de 1,60%.
A semana foi de sobe-e-desce para o principal índice da bolsa. Em meio a um
movimento de realização de lucros, amparado na desvalorização dos preços de
commodities ao redor do globo, a renda variável conseguiu terminar no positivo.
Ainda por cima, o Brasil recebeu o título de grau de investimento pela segunda
vez. Foi a Fitch Ratings, que repetiu o movimento da Standard & Poor´s. Os
bons ventos trazidos pelo selo, que indica o País como bom pagador de dívidas,
têm impulsionado o mercado.
Fim do embargo
Recém-ingressa no Ibovespa, a JBS também tem se beneficiado pelo aumento da
liquidez em suas ações em razão da maior visibilidade da carteira teórica. Além
disso, a decisão da OIE (Organização Internacional de Saúde Animal) ajudou a
empurrar para cima os papéis.
O órgão suspendeu o embargo contra a carne brasileira produzida para exportação
em dez estados do País mais o Distrito Federal, o que facilita o comércio
exterior de carne bovina produzida nessas regiões. Com isso, os frigoríficos
poderão aumentar o volume de carne exportado, sendo fundamental para o
crescimento de suas receitas.
Outras altas
Outros papéis que também se destacaram positivamente foram Brasil ON (BBAS3, R$
32,54, +14,86%), Eletrobras ON (ELET3, R$ 29,49, +13,21%), Gafisa ON (GFSA3, R$
36,15, +12,55%), Itausa PN (ITSA4, R$ 11,75, +11,90%) e Itaubanco PN (ITAU4, R$
50,46, +10,05%).
_________________
"A maneira mais rápida de se tornar um milionário na Bolsa é entrando nela sendo bilionário!"
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lelobm
IA desde: 29 Mar 2008
Mensagens: 746
Enviada: Sáb Mai 31, 2008 10:27 am
Alguem de olho em portobelo PTBL3 ?
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denardi
IA desde: 16 Jan 2008
Mensagens: 220
Localização: Paraná
Enviada: Sáb Mai 31, 2008 3:12 pm
Na minha opinião, uma das empresas que podera trazer grandes resultados para os
acionistas no medio e longo prazo chama-se Kepler Weber...
para quem tem interese sugiro que comece lendo o topico dela aqui no I.A
(kepl3)
abraço a todos e bons lucros
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angeloreal
IA desde: 1 Mai 2008
Mensagens: 85
ETERNIT Enviada: Qui Jun 05, 2008 1:21 pm
"COMUNICADO
Sobre a decisão do Plenário do Supremo Tribunal Federal (STF) do dia 04 de
junho de 2008, a Eternit esclarece que, por sete votos a três, o plenário do STF
indeferiu a liminar concedida em 20 de dezembro de 2007 contra a lei nº 12.684
do estado de São Paulo. A lei 12.684 prevê a proibição do uso de produtos,
materiais ou artefatos que contenham quaisquer tipos de amianto no estado de São
Paulo.
Nesta sessão, a decisão do Plenário do STF restringiu-se, exclusivamente, ao
julgamento da liminar, não julgando o mérito da questão de utilização do amianto
crisotila.
Atualmente, em torno de 50% das coberturas no Brasil utilizam telhas de
fibrocimento com amianto crisotila. As vendas anuais representam 230 milhões de
metros quadrados de cobertura deste produto. As telhas e caixas d´água de
fibrocimento de amianto crisotila são produtos extremamente competitivos, com
custos de produção em torno de 30% a 60% mais baratos que os produtos com fibra
sintética, tornando-os acessíveis para a população de baixa renda para a
construção da casa própria, cumprindo também uma função social.
Vale ressaltar ainda que não há registro na literatura médica e científica, nem mesmo na Organização Mundial da Saúde (OMS), de que a população brasileira tenha contraído qualquer doença em função do uso de telhas e caixas-d´água de fibrocimento, fabricadas com amianto crisotila. Tal fato é atual objeto de estudo de pesquisa científica que está sendo realizada pela USP em parceira com Unifesp, Unicamp e outras instituições nacionais e internacionais, e seu resultado deverá ser divulgado no início de 2009 (http://www.asbestoambiental.com.br/).
A Eternit esclarece que a Convenção 162 da Organização Internacional do
Trabalho (OIT) sobre a utilização do asbesto/amianto com segurança, da qual o
Brasil é signatário, determina que “quando necessárias para proteger a saúde dos
trabalhadores, e viáveis do ponto de vista técnico” a lei nacional deverá adotar
medidas para a substituição do amianto crisotila pelo uso de fibras sintéticas
que deverá ocorrer somente se “submetidas à avaliação científica pela autoridade
competente e definidas como inofensivas ou menos perigosas”.
A lei federal 9.055/95 e o decreto 2350/97 prevêem e adotam medidas rigorosas
para o uso controlado e responsável do amianto crisotila, que resultam na
proteção efetiva da saúde dos trabalhadores.
Na última reunião da IARC-OMS (Agência Internacional de Pesquisa da Câncer -
Organização Mundial da Saúde) sobre o tema, em Lyon, na França em novembro de
2005, a instituição concluiu que o risco de utilização das fibras sintéticas é
indeterminado, podendo ser considerado maior ou menor que o do amianto
crisotila. Os poucos estudos existentes demonstram que as fibras sintéticas são
respiráveis e têm alta biopersistência (tempo de permanência no pulmão).
Vale destacar que telhas e caixas d´água com fibras sintéticas têm um custo de
produção de 30% a 60% mais caro do que com fibras de amianto crisotila, além de
não estarem no mercado há tempo suficiente para comprovação de sua qualidade.
A Companhia acredita no uso controlado e responsável do amianto crisotila,
previsto na Convenção 162 da OIT e na política nacional existente (Lei 9.055/95,
Decreto 2350/97 e normas regulamentadoras do Ministério do Trabalho) , e
continuará fazendo todos os esforços para demonstrar à sociedade brasileira esta
realidade. Diante dos últimos acontecimentos, a Eternit informa que atualmente
já opera com as duas tecnologias e alerta a sociedade brasileira para eventual
desabastecimento no mercado de coberturas em função da baixa disponibilidade de
fibras sintéticas em todo mundo para a demanda que se possa apresentar.
A Companhia não possui unidade industrial no estado de São Paulo, que
representa aproximadamente 15% das vendas de seus produtos acabados. Em relação
a SAMA Minerações Associadas, subsidiária da Eternit, as vendas de amianto
crisotila para o estado de São Paulo representam em torno de 8% do total de
vendas de fibras de amianto crisotila na mineradora. Vale lembrar que as
indústrias clientes da SAMA sediadas no estado de São Paulo não estão impedidas
de produzir dentro do próprio estado e comercializar para outros estados.
Consciente da importância social de seus produtos, a Companhia reforça sua
crença na Justiça brasileira e entende que o Supremo Tribunal Federal irá
considerar as evidências técnicas e científicas para julgamento de mérito da
questão, não sendo suscetível a pressões de grupos favoráveis ao banimento do
amianto crisotila com base na experiência européia que utilizou o outro tipo de
amianto (amianto anfibólio) sem os cuidados necessários, principalmente sob a
forma de jateamento.
A Companhia se coloca a disposição para eventuais comentários e dúvidas e convida a população brasileira a conhecer os processos industriais através de visitação as unidades do Grupo. Venha conhecer como as empresas do Grupo Eternit trabalham (http://www.eternit.com.br/portasabertas)!
São Paulo, 05 de junho de 2008.
Élio A. Martins
Presidente e Diretor de Relações com Investidores"
_______________________________________
Caiu 33 % na abertura hoje... Tô Na dúvida.
_________________
"O primeiro dever da inteligência é desconfiar dela mesma."
Albert Einstein
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chris m8
IA desde: 2 Jun 2008
Mensagens: 33
Enviada: Qui Jun 05, 2008 2:46 pm
Tenho muito interesse em small caps, comprei SHUL4 (por causa de uma dica) esse
ano e subiu todo dia durante unmas 6 semanas, o problema e que nao e muito facil
as vender como uma blue chip.
_________________
Heineken em excesso
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azao
IA desde: 9 Jul 2008
Mensagens: 22
Enviada: Sex Ago 01, 2008 11:16 am
esse tópico é excelente...
quanto a estratégia de comprar ações abaixo de 2 reais, garimpar, ficar com as
20 melhores, ou 15, como um dos usuários da estratégia falou, apenas uma dúvida,
como achar essas ações abaixo de 2 reais?
dá para procurar pelo índice agressivo, mas além do índice agressivo, tem
alguma outra forma de procurar esse tipo de ação?
grato
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X Trader
IA desde: 27 Jul 2007
Mensagens: 87
Localização: São Paulo
Enviada: Sex Ago 01, 2008 11:33 am
Citação:
tem alguma outra forma de procurar esse tipo de ação?
Site da Bovespa (www.bovespa.com.br)
Guia: Mercado - Ações - Dados Históricos - Últimos Pregões - Cotações do
Horário Regular - Mercado a Vista
_________________
"A sorte não existe, o que existe, é o encontro entre o preparo e a oportunidade."
Albert Einstein
Gute Geschäfts!
x@investidoragressivo.com.br
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Tales Renato
IA desde: 28 Jul 2008
Mensagens: 42
Localização: Sorocaba-SP
Enviada: Sex Ago 01, 2008 9:34 pm
Olha uma ótima small cap é a Coelce(COCE5),
ela não tem quase nada de liquidez, mas paga ótimos dividendos 1 vez por
ano(normalmente entre abril e maio, e dividido em 3 parcelas durante o ano), os
dividendos chegam em torno de 12% à 16% +- o preço da ação por ano
É uma boa para quem gosta de uma carteira de LP remunerada de dividendos(pois
agora o preço da ação caiu muito nos últimos tempos)
O ruim é a liquidez como já falei anteriormente
_________________
Como dizia Fernando Pessoa
"Tudo vale a pena, se a alma não é pequena
"O fracasso é sucesso quando aprendemos com ele."
MensagemPermalink
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Saturday, August 01, 2009
diminuição de emprestimos na china
http://oglobo.globo.com/economia/mat/2009/07/31/concessao-de-emprestimos-na-china-cai-forte-em-julho-757053853.asp
