{"id":54191,"date":"2015-01-09T09:05:28","date_gmt":"2015-01-09T08:05:28","guid":{"rendered":"http:\/\/stockportal.hu\/?p=54191"},"modified":"2015-01-09T09:05:28","modified_gmt":"2015-01-09T08:05:28","slug":"reggeli-elemzes-rc-2015-01-09","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-01-09\/","title":{"rendered":"Reggeli elemz\u00e9s: RC &#8211; 2015.01.09"},"content":{"rendered":"<p><strong>Tegnap hatalmas rally bontakozott ki a k\u00fclf\u00f6ldi r\u00e9szv\u00e9nypiacokon, k\u00f6sz\u00f6nhet\u0151en annak, hogy a n\u00e9metek enyh\u00e9bb hangnemet \u00fct\u00f6tte meg a g\u00f6r\u00f6g\u00f6kkel kapcsolatosan. Ezt t\u00e1mogatta az EKB v\u00e1rhat\u00f3 Qe programja, ami hatalmas likvidit\u00e1st adhat a piacoknak. Ennek \u00e9rtelm\u00e9ben az eur\u00f3pai indexek 3%-ot, m\u00edg az amerikaiak 2%-ot er\u0151s\u00f6dtek.<\/strong><!--more--><\/p>\n<div class=\"ads-in-post1\"><div id=\"gazdasagportal.hu_fullbanner_wideboard\"><\/div>\r\n<\/div>\n<p>&nbsp;<\/p>\n<h2>Reggeli elemz\u00e9s<\/h2>\n<table cellspacing=\"0\">\n<tbody>\n<tr>\n<th width=\"87%\"><strong>Nemzetk\u00f6zi<\/strong><\/th>\n<th width=\"13%\"><strong>\u00c9rt\u00e9kel\u00e9s<\/strong><\/th>\n<\/tr>\n<tr>\n<td>Felem\u00e1s adatok \u00e9rkeztek K\u00edn\u00e1b\u00f3l. A CPI 0,1%-kal n\u0151t havi szinten 1,5%-ra ami a v\u00e1rtnak megfelel\u0151, viszont a termel\u0151i \u00e1rindex (PPI) tov\u00e1bbra is folytatja cs\u00f6kken\u00e9s\u00e9t. A PPI 2 \u00e9ves m\u00e9lypontra -3,3%-ra esett az el\u0151z\u0151 havi 2,7%-r\u00f3l.<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<tr>\n<td>Tegnap hatalmas rally bontakozott ki a k\u00fclf\u00f6ldi r\u00e9szv\u00e9nypiacokon, k\u00f6sz\u00f6nhet\u0151en annak, hogy a n\u00e9metek enyh\u00e9bb hangnemet \u00fct\u00f6tte meg a g\u00f6r\u00f6g\u00f6kkel kapcsolatosan. Ezt t\u00e1mogatta az EKB v\u00e1rhat\u00f3 Qe programja, ami hatalmas likvidit\u00e1st adhat a piacoknak. Ennek \u00e9rtelm\u00e9ben az eur\u00f3pai indexek 3%-ot, m\u00edg az amerikaiak 2%-ot er\u0151s\u00f6dtek.<\/td>\n<td>+++<\/td>\n<\/tr>\n<tr>\n<td>A Goldman elemz\u0151i szerint 2015-ben folytat\u00f3dhat Amerik\u00e1ban a v\u00e1llalatok r\u00e9szv\u00e9ny visszav\u00e1s\u00e1rl\u00e1si programjai. Az elemz\u0151h\u00e1z nagys\u00e1grendileg 450 Mrd doll\u00e1rra teszi ennek keret\u00e9t, ami tov\u00e1bbi impulzusa lehet az emelked\u00e9snek.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>Az EKB nyilatkozata szerint m\u00e9g senki nem dolgozik azon, hogy mi t\u00f6rt\u00e9nne, ha kil\u00e9pne az eur\u00f3z\u00f3n\u00e1b\u00f3l G\u00f6r\u00f6gorsz\u00e1g. Azonban a g\u00f6r\u00f6g v\u00e1laszt\u00e1sok eredm\u00e9ny\u00e9t az EKB megv\u00e1rhatja a Qe t\u00e9nyleges ind\u00edt\u00e1s\u00e1val.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>9:00 GER: Ipari termel\u00e9s &#8211; november (\u00e9v\/\u00e9v) el\u0151z\u0151: 0,8%<br \/>\n9:00 GER: Export &#8211; november (h\u00f3\/h\u00f3) v\u00e1rt: -0,15%, el\u0151z\u0151: -0,5%<br \/>\n14:30 USA: \u00c1tfog\u00f3 foglalkoztatotts\u00e1gi adatok &#8211; december v\u00e1rt: 240 ezer, el\u0151z\u0151: 321 ezer<br \/>\n14:30 USA: Munkan\u00e9lk\u00fclis\u00e9gi r\u00e1ta &#8211; december v\u00e1rt: 5,7%, el\u0151z\u0151: 5,8%<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table cellspacing=\"0\">\n<tbody>\n<tr>\n<th width=\"87%\"><strong>Magyar<\/strong><\/th>\n<th width=\"13%\"><strong>\u00c9rt\u00e9kel\u00e9s<\/strong><\/th>\n<\/tr>\n<tr>\n<td>Az OTP m\u00e1sodfokon is pert vesztett az \u00e1llammal szemben a devizahitel-szerz\u0151d\u00e9sek \u00fcgy\u00e9ben. Az \u00edt\u00e9let a v\u00e1rtnak megfelel\u0151 volt.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>A kedvez\u0151 nemzetk\u00f6zi k\u00f6rnyezetben kifejezetten j\u00f3l teljes\u00edtett a hazai fizet\u0151eszk\u00f6z. Az EURHUF kurzusa 2 nap alatt a 320 Ft-os szintr\u0151l a 315 Ft-os t\u00e1maszig esett vissza. Ez a szint igen er\u0151s, \u00edgy ennek let\u00f6r\u00e9se egyel\u0151re nem v\u00e1rhat\u00f3.<\/td>\n<td>++<\/td>\n<\/tr>\n<tr>\n<td>Kifejezetten j\u00f3 nemzetk\u00f6zi hangulatban tudott 1,5%-t emelkedni a BUX, k\u00f6sz\u00f6nhet\u0151en az OTP 3% feletti emelked\u00e9s\u00e9nek. Hab\u00e1r r\u00e9g l\u00e1ttunk ilyen j\u00f3 teljes\u00edtm\u00e9nyt az indext\u0151l ez m\u00e9g \u00edgy is csak az als\u00f3 mez\u0151nyh\u00f6z volt el\u00e9g. A t\u00f6bbi blue chip mozg\u00e1sa a MOL 1,9%-os emelked\u00e9s\u00e9t lesz\u00e1m\u00edtva nem volt m\u00e9rvad\u00f3.<\/td>\n<td>+++<\/td>\n<\/tr>\n<tr>\n<td>Az \u00fczemanyag \u00e1ra 4 \u00e9ves m\u00e9lypontra esett, ami tov\u00e1bb n\u00f6velhetni a fogyaszt\u00e1st. A Brent \u00e1rfolyama 51 doll\u00e1r.<\/td>\n<td>+<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p><div id=\"gazda-2830299702\" class=\"gazda-tartalomban gazda-entity-placement\"><script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js\"><\/script>\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-format=\"fluid\"\r\n     data-ad-layout-key=\"-6t+ed+2i-1n-4w\"\r\n     data-ad-client=\"ca-pub-1959107119989764\"\r\n     data-ad-slot=\"4008251320\"><\/ins>\r\n<script>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<table border=\"0\" width=\"100%\" cellspacing=\"0\">\n<tbody>\n<tr>\n<td align=\"center\" valign=\"top\" width=\"50%\">\n<table cellspacing=\"0\">\n<thead>\n<tr>\n<th colspan=\"2\">Indexek<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>S&amp;P 500<\/td>\n<td>2 062,14<br \/>\n<span style=\"font-size: xx-small;\">(+36,24 +1,79%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>Dow Jones Industrial Average<\/td>\n<td>17 907,87<br \/>\n<span style=\"font-size: xx-small;\">(+323,35 +1,84%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NASDAQ Composite<\/td>\n<td>4 736,19<br \/>\n<span style=\"font-size: xx-small;\">(+85,72 +1,84%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>9 837,61<br \/>\n<span style=\"font-size: xx-small;\">(+319,43 +3,36%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NIKKEI 225<\/td>\n<td>17 197,73<br \/>\n<span style=\"font-size: xx-small;\">(+30,63 +0,18%)<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<td align=\"center\" valign=\"top\" width=\"50%\">\n<table cellspacing=\"0\">\n<thead>\n<tr>\n<th colspan=\"2\">B\u00c9T el\u0151z\u0151 z\u00e1r\u00f3<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>BUX<\/td>\n<td>16 441,68<\/td>\n<\/tr>\n<tr>\n<td>OTP<\/td>\n<td>3 725<\/td>\n<\/tr>\n<tr>\n<td>MOL<\/td>\n<td>11 700<\/td>\n<\/tr>\n<tr>\n<td>MTELEKOM<\/td>\n<td>335<\/td>\n<\/tr>\n<tr>\n<td>RICHTER<\/td>\n<td>3 425<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>(Random Capital)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tegnap hatalmas rally bontakozott ki a k\u00fclf\u00f6ldi r\u00e9szv\u00e9nypiacokon, k\u00f6sz\u00f6nhet\u0151en annak, hogy a n\u00e9metek enyh\u00e9bb hangnemet \u00fct\u00f6tte meg a g\u00f6r\u00f6g\u00f6kkel kapcsolatosan. Ezt t\u00e1mogatta az EKB v\u00e1rhat\u00f3 Qe programja, ami hatalmas likvidit\u00e1st adhat a piacoknak. Ennek \u00e9rtelm\u00e9ben az eur\u00f3pai indexek 3%-ot, m\u00edg az amerikaiak 2%-ot er\u0151s\u00f6dtek.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[8,7],"tags":[372],"_links":{"self":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/54191"}],"collection":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/comments?post=54191"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/54191\/revisions"}],"predecessor-version":[{"id":54192,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/54191\/revisions\/54192"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=54191"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=54191"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=54191"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}