Tag: investment
Asset management in sharp decline
by admin on Mar.07, 2010, under finance
Begin the day in deep red of the securities of asset management in wake of growing uncertainty in the markets. Mediolanum, Fideuram and Bipop have opened the trading day and then falling by about 3%, appear in the descent. Asset management continues to be one of the sectors most affected by the crisis of grants that has undermined the confidence of investors among the shareholders and its investment funds.
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Banfi, “Standing on securities and insurance cyclic”
by admin on Mar.07, 2010, under finance
The situation of world stock markets remain under pressure because of data on individual companies rather than to a real fear on the macroeconomic data. The data macros are generally good, except for those published in May as retail sales in the U.S., “said Paolo Banfi, head of investment Euroconsult,” is not convincing but the microeconomic section, individual business realities are threatened by bugaboo of false accounting that is spreading in the United States. Our advice is therefore to be overweight cyclical securities industry, excluding the technology. We also like the financial sector and in particular insurance and would avoid banks with significant exposure to the corporate .
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De Gasperis: “Increasing selectivity ‘”
by admin on Mar.05, 2010, under finance
The market experts, given the situation of stock exchanges, advise caution in investing. “We must be more selective than before,” said Lucio De Gasperis, manager of the share of euro area Hsbc sgr, “Be careful with companies that have high levels of debt such as France Telecom, beyond the level of debt is no longer sustainable , if you decide to make now the implementation on the divestiture requirements. It is important therefore to keep in mind the time horizon of the investment sector and make a good choice. We must also keep in mind that we are in a run-up to a rate hike so my opinion is positive in securities on the chemical and materials such as Lafarge and Saint Gobain, titles assured with very low volatility. “
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Morgan Stanley doubles in Campari
by admin on Mar.04, 2010, under finance
Morgan Stanley Investment Management Limited has led, on 23 May, the stake in Campari. The share has risen so from 5.199% to 9.389%, share in managing the funds.
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Small cap, after the honeymoon
by admin on Mar.04, 2010, under finance
Beware of small caps. It might be time to sell. The alarm is launched by the operations rooms after the performance scored in recent months by securities with low capitalization. Now, strategists warn, it’s time to rotate investments.
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Fiat, are still credible estimates of the company ‘?
by admin on Mar.02, 2010, under finance
It starts from a negative cash flow of one billion euros. These will be, according to the calculations of Fiat, resources drained out of the car in 2002, when an Italian market in decline. The cash flow turned positive in 2004 while the estimated ROI (return on investment) is equal to 12% in the medium term. The stock of debt, still under surveillance by Standard & Poor’s for the part shortly, will be kept under control by the plan of divestiture, which will provide 3.2 billion euros, compared with 2.3 already provided for. As regards 2002, the car should have operating loss to 2001, “but the first quarter reached nearly all of these levels, and the credibility of this management by the numbers is not so high right now,” comments one Industry observers who prefers not to mention, adding: “The market tends not to believe any more in forecasting, and the title only reacts to step achieved. Meanwhile, the Turin group has launched the 2887 mobility for employees. Deutsche Bank, the financial arm of the historic, has reported its stake in the company over 2% after declining at this value of the capital, to which the German company had not joined. DB has since emerged in the capital of Ifil (which holds 13% of Fiat) into strife. The title gives meanwhile 2.2% 13.38 euros.
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“Better than SocGen BNP” (Fox Pitt Kelton)
by admin on Mar.02, 2010, under finance
Shares in Societe Generale slipping the Paris Stock Exchange, after disappointing results in the first quarter of the year. “SocGen remains a good investment in a European context,” said Benoit Vincenzi, an analyst for Fox Pitt Kelton. “However, we recommend the title of underweight and overweight rival BNP Paribas.” Right now, SocGen is trading at 76.05 euros (-4.46%) and BNP are changing hands at 60.35 euros (-1.47%).
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Jib: “Markets do not want to go”
by admin on Mar.02, 2010, under finance
World markets reserve every day new surprises to investors. “In the last session were astonished by the tightness of the U.S. market,” says John Fiocchi, chief investment officer of Banca Leonardo, “Despite the crash yesterday afternoon Italian time Wall Street has curbed losses to finish with a Nasdaq in positive. Europe has been shown to be more afraid, but generally the markets are showing a desire to continue to rise or at least not to abandon these levels. So today, investors have regained confidence and came back to invest. “
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Milan closes slightly
by admin on Feb.26, 2010, under finance
Opening of the week negative for the old continent that can not revive its fortunes. The Mibtel index closed today at 0.19% discount. Protagonist of the session was Enel. The title of the electricity giant has benefited from the decision to postpone the second tranche of privatization. Other voices also speak of a maxi-dividend once landed in the pockets of the Treasury will compensate the losses. Well also and Unicredit Banca di Roma, the first because he has regained some of the positions lost last week, the second as it remains one of the most interesting of the banking sector. Negative balance instead for Montedison, no speculative appeal, along with HDP. Thud of Alitalia after a series of downgrades by some investment banks and voices who want the flag carrier prepared to launch a capital increase of approximately 2,000 billion lire.
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Seat is approaching the target at UBS
by admin on Feb.25, 2010, under finance
no sign of stopping the title of the company led by Lorenzo Pellicioli that at this moment is pasando hand to 1.885 euros, a decrease of 1, 93%. Yesterday, the investment bank UBS Warburg has confirmed the assessment “sell” but lowered its price target. According to analysts at the UBS target price is stao revised to 1.3 euros, compared to 2.5 before.