samedi 15 octobre 2011



Les pays du G20 se sont engagés aujourd'hui à soutenir et rééquilibrer l'économie mondiale face aux "risques importants de détérioration" et ont dit attendre une réponse énergique des Européens pour circonscrire la crise de la zone euro. "Nous attendons les résultats du Conseil européen du 23 octobre, qui présentera un plan global afin d'apporter une riposte énergique aux défis actuels", lit-on dans le communiqué final de la réunion.
Le secrétaire d'Etat américain au Trésor, Timothy Geithner, s'est déclaré "encouragé par la vitesse et la direction dans laquelle les Européens progressent".

jeudi 13 octobre 2011

Go Nordiques Go !



Mon ami "grapheux" est très bullish sur QUÉBECOR...le croisement prochain de la MA50 et MA200 va propulser le titre à son niveau de 2007 ....42$-43$ selon lui. Il m'a dit d'autres choses mais c'était trop technique. Notez qu'il est un fan des bleus...donc très EMO !

Buffet Chinois

Home Inns & Hotels Management Inc (NASDAQ: HMIN), a leading Chinese budget hotel chain, has been given a credit line totalling $240 million from eight banks, including Credit Suisse and JPMorgan Chase, CEO Sun Jian said. The loans are to be repaid in five years and will cover some of its expenses to acquire smaller peer Motel 168. Home Inns agreed in May to purchase Motel 168 for $470 million, of which $305 million will be paid in cash.
CNPC, the parent of China's largest oil maker PetroChina Co (NYSE: PTR, SHA: 601857, HKG: 0857), said it plans to work with Qatar Petroleum and Shell China to build a refinery in Taizhou, Zhejiang province. The project, which is estimated to cost ¥80 billion, will be 51% owned by CNPC and 24.5% each by Qatar Petroleum and Shell China.
China Telecom Corp (NYSE: CHA, HKG: 0728), the smallest of the nation's three top wireless carriers, signed a framework partnership deal with France Telecom to improve France Telecom's Orange service in China and China Telecom's access services in Europe. They will also cooperate in construction of international cable networks and the provision of Wi-Fi international roaming services to each other's customers.
China Southern Airlines Ltd (NYSE: ZNH, SHA: 600029, HKG: 1055) said its passenger traffic totaled 6.84 million people and cargo traffic totaled 108,430 tons in September, up 3.6% and down 5% year on year respectively. During the first nine months its passenger traffic totaled 60.48 million people and cargo traffic totaled 828,890 tons, up 5% and 1.7% respectively from the same period a year ago

A Look at Apple’s iCloud



mercredi 12 octobre 2011

China Real Estate Alert



New residential homes available for sale in China's eight regional centers has hit a record high as of the end of September 2011, according to a report by E-House China Holdings Ltd (NYSE: EJ), a Shanghai-based real estate service provider.
New residential floor spaces available for sale in Shanghai, Beijing, Guangzhou, Shenzhen, Nanjing, Hangzhou, Xiamen and Jinan increased by 9.52 million m2 to 40.45 million m2 in the first nine months of this year, up 30.77% from a year ago.
New home sales in the eight cities plunged 44% to just 3.41 million m2 in September compared to a year earlier, E-House statistics show.
Unsold new homes in Shanghai, Beijing, Guangzhou and Shenzhen amounted to 27.25 million m2 by the end of September, up 28% from the same point a year ago. New home sales in the top four cities dropped 45% year on year to 2.26 million m2.
As home purchases continue to be sluggish and new home stockpiles will keep growing in the fourth quarter, smaller, cash-strapped property developers are expected to undergo an "extremely chilly winter," prompting an industry consolidation, E-House predicted.


A123 Systems shares are trading sharply higher today after CNBC reported that the company will supply batteries to General Motors for the all-electric car called the Spark. No comment on the report yet from either side. Talk about your sparks: AONE.q this afternoon is up 69 cents, to $4.00$

grosses pharmas



Johnson & Johnson (NYSE: JNJ) has a mean share price target of $70.00 from 13 brokers. In early afternoon trading today, the stock changed hands at $64.63, for an implied gain of $5.37, or 7.7%. J&J’s forward P/E is 12.2, and the company’s dividend yield is 3.5%. The stock’s 52-week trading range is $57.50-$68.05, and it’s trading today at about 12% above its 52-week low and 5% below its 52-week high. Even product recalls and bumbling management can’t seem to derail this stock.

Pfizer Inc. (NYSE: PFE) has a mean share price target of $23.00 from 15 brokers. The stock traded today at $18.99, for an implied gain of $4.01, or 17.4%. Pfizer’s forward P/E is 8.26 and the company’s dividend yield is 4.2%. The stock’s 52-week trading range is $16.25-$21.45, and it’s trading today about 17% above its annual low and 11% below its 52-week high. Pfizer’s Lipitor is one of the best selling prescription drugs in the world, but it loses its patent protection next month. Pfizer filed suit against Merck yesterday, in an effort to stop Merck from selling a generic version of Lipitor in combination with Merck’s Zetia anti-cholesterol drug.

AstraZeneca plc (NYSE: AZN) has a mean price target of $51.50 from 4 brokers. The stock is trading at $47.42, for an implied gain of $4.08, or 7.9%. AstraZeneca’s forward P/E is 7.63 and its dividend yield is 3.6%. The stock’s 52-week trading range is $40.89-$53.50, and it’s trading today at about 14% above its 52-week low and about 11% below its 52-week high. Earlier this week the company said it will build a $200 million manufacturing facility in China to meet the demand for AstraZeneca’s medicines in that country. With 1.3 billion potential sick people, China is a natural bet for drug company expansion. The company also said yesterday that it was cutting about 400 employees from its US workforce.

Bristol Meyers Squibb Co. Inc. (NYSE: BMY) has a mean price target of $32.50 from 17 brokers. The stock is trading at $33.08 today, after setting a new 52-week high earlier in the day at $33.20, well above the mean target price. The company’s forward P/E is 16.02 and its dividend yield 4%. The stock’s new trading range is $24.97-$33.20, and it’s trading today at about 32% above its 52-week low. The company’s leukemia drug, Sprycel, received an FDA safety warning today, but nothing seems to be cooling off the stock’s rising price. Bristol Meyers Squibb also made our list of recession-proof companies.
Merck & Co. Inc. (NYSE: MRK) has a mean target price of $40.00 from 17 brokers. The stock trades at $32.57 today, for an implied gain of $7.43, or 18.6%. Merck’s forward P/E is 8.46, and the company’s dividend yield is 4.70%. The stock’s 52-week trading range is $29.47-$37.68, and it’s trading today about 11% above its 52-week low and about 14% below its 52-week high. Merck won a decision in Australia yesterday that overturned that country’s first trial decision against the company’s withdrawn Vioxx painkiller.

mardi 11 octobre 2011

Huijin



China is moving to support its state-run banks and financial markets, with a government investment arm purchasing shares in the four biggest lenders as worries mount over debt and slowing growth.
Central Huijin Investment Ltd., an arm of the sovereign wealth fund China Investment Corp., announced it bought shares in the four big banks of Shanghai Composite ....

les prochains "sauvetages" vont se faire à l'ouest...

Un dividende pour la pomme ?



Last week’s announcement of the iPhone 4S from Apple Inc. (NASDAQ: AAPL) has been followed up with the company’s announcement that it has taken 1 million pre-orders for the new phone in just one day. That surpasses the company’s previous record of 600,000 iPhone 4s on a single day. An investor might be tempted to ask for a piece of the action.
Apple has consistently fought calls for a dividend with the comment that the company needs to keep a pile of cash available for the ubiquitous “strategic opportunities.” But $76 billion in cash and short-term investments? A dividend of, say, 2% certainly wouldn’t break the company and might even attract more investors.

If Apple were to pay a 2% annual dividend, how much would it cost the company? Apple’s share price has risen to nearly $384 this morning and its market cap is $355 billion. The company has 927 million shares outstanding. As a percentage of the company’s market cap, a 2% dividend totals $7.1 billion. As a percentage of its share price, the annual cost to Apple would be $7.11/share. That’s less than 10% of the company’s cash, still leaving the company with a cash hoard of nearly $69 billion. It’s also a huge premium to the other high-tech dividend payers.

lundi 10 octobre 2011

HOT.nyse ...la demande reste porteuse ! ?



Connu notamment pour ses marques haut de gamme St. Regis , W, Westin, Le Meridien et Sheraton, le groupe américain accélère son développement, porté par la demande des nouvelles clientèles des grands pays émergents.

L'hôtellerie de luxe reste plus que jamais un segment "porteur" alors même que l'économie américaine peine à se redresser et que l'Europe apparaît menacée par une nouvelle récession.
Le patron du groupe américain se base sur un fait: «la demande reste porteuse», déclare-t-il dans un entretien accordé à la presse Européenne, durant l'inauguration hier du nouvel hôtel 5 étoiles St. Regis de Florence. «Le voyage d'affaires, qui génère 75% de notre activité, va bien, tandis que l'activité demeure forte pour les déplacements de loisirs». Il précise aussi que, «en Espagne, en Italie et en Grèce, nos hôtels fonctionnent bien. Il en va de même sur les grandes destinations internationales que sont Londres, Paris, ou Shanghaï». Frits van Paasschen souligne le spectaculaire développement des clientèles des grands pays émergents.

Ayant une politique financière de "désendettement", Starwood Hotels est «plus agressif» en terme de développement, pour cause justement de boom de la demande dans les pays émergents. «Nous ouvrons de 80 à 90 hôtels par an depuis trois ans, dont 70% dans ces nouveaux marchés», continue Frits van Paasschen. En Chine, l'opérateur américain parle d' «accélération». Avec 74 hôtels aujourd'hui, il compte en construire une centaine d'autres dans les trois à cinq années à venir. En 2011, le groupe aura ouvert un hôtels tous les 15 jours, la Chine s'affirmant désormais comme le deuxième marché de Starwood Hotels après les Etats-Unis.
«Nous avons aujourd'hui autant de chambres en Asie que dans la zone Europe-Moyen Orient-Afrique», indique le patron de Starwood Hotels, qui mise aussi sur les déplacements internationaux des Chinois et, d'une manière générale, de ces nouvelles clientèles des pays émergents.


L'inauguration du St Regis de Florence témoigne de la volonté de l'Américain de conforter une position de chef de file dans l'hôtellerie de luxe avec trois marques complémentaires: Luxury Collection, une offre relevant de la tradition des grands établissements européens; St Regis, une enseigne combinant tradition et innovation technologique; enfin, W, un concept résolument contemporain.



Pork prices in China have continued to rise for the sixth straight week after averaging ¥18.98/kg on September 30, up ¥0.07 from a day earlier. The price of the country's most consumed livestock has been rising and fuelling food price gains since the number of pig farms began falling in 2005.
Feed prices have risen by one-third, or ¥200 for each pig, over the past three years. With rising costs of other factors such as disease control, many small farmers are no longer able to raise pigs. Farm-fed pigs totaled 434 million in number by the end of May 2011, a decrease of 69 million from 503 million in 2005, according to Agriculture Ministry figures. The ministry had predicted 520 million farm-fed pigs for the end of 2008, but the real number was 471 million.
Despite these rising costs for feed and disease control, each pig at a big farm in Shandong province is around ¥1,140, meaning paper profits for each pig sold range between ¥600 and ¥800 given the current wholesale pork price is ¥18/kg.

ATVI ..va-t'il décoller un jour ?

cliquez pour agrandir...



....et après 4 ans d'attente...DIABLO3 en 2012...la machine à $$

dimanche 9 octobre 2011



"The media has struggled to understand why thousands of protesters have occupied Wall St for days and seem to have no plans to leave. It is simple on one level: the protestors read the papers. The Bank of America announced last week that it paid $11 million to departing executives Sallie Krawcheck and Joe Price who were fired as part of a management shake-up by Chief Executive Brian Moynihan.

The severance was announced at about the same time Moynihan was in a fight to defend the new $5 per month debit card fee that the financial firm will charge its customers..."

Les banques ont toujours été sauvages...et le seront à jamais...

Drôle d'entendre les larmoiements !

Investors Lose All Hope

















AT&T (NYSE: T) sold 200,000 Apple (NASDAQ: AAPL) iPhone 4S smartphones in the first 12 hours it was available
Fitch cut its ratings of Spain and Italy
Sprint-Nextel (NYSE: S) share fell 20% as the company said it would need to raise money
Samsung and Google (NASDAQ: GOOG) delayed the launch of a new phone because of the death of Steve Jobs
Robert Iger will step down as the CEO of Walt Disney (NYSE: DIS) in 2015
Bank of America (NYSE: BAC) executive Sallie Krawcheck will get $6 million in severance.