{"id":54306,"date":"2015-01-12T09:09:47","date_gmt":"2015-01-12T08:09:47","guid":{"rendered":"http:\/\/stockportal.hu\/?p=54306"},"modified":"2015-01-12T09:09:47","modified_gmt":"2015-01-12T08:09:47","slug":"reggeli-elemzes-rc-2015-01-12","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-01-12\/","title":{"rendered":"Reggeli elemz\u00e9s: RC &#8211; 2015.01.12"},"content":{"rendered":"<p><strong>A J.P. Morgan elemz\u0151i szerint a r\u00e9gi\u00f3ban haz\u00e1nkat \u00e9rintheti legink\u00e1bb a dezinfl\u00e1ci\u00f3 az olaj\u00e1r es\u00e9s k\u00f6vetkezt\u00e9ben. V\u00e1rakoz\u00e1saik szerint m\u00e1rciusban az MNB \u00fajra\u00e9rt\u00e9kelheti a kamatp\u00e1lya modellj\u00e9t, ami ut\u00e1n \u00fajabb kamatv\u00e1g\u00e1s is elk\u00e9pzelhet\u0151.<\/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>Az EURUSD hossz\u00fa napok ut\u00e1n el\u0151sz\u00f6r mutatott emelked\u00e9si potenci\u00e1lt. R\u00f6vidt\u00e1von az 1,20-as r\u00e9s bet\u00f6lt\u00e9se v\u00e1rhat\u00f3. Az EURHUF tov\u00e1bbra is 316 Ft-n\u00e1l, ahonnan \u00fajra elpattanhat 320 fel\u00e9 az \u00e1rfolyam. Az NZDJPY eset\u00e9ben a 93,6 felett kit\u00f6r\u00e9sr\u0151l besz\u00e9lhet\u00fcnk.<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<tr>\n<td>Amerik\u00e1ban a mai piacz\u00e1r\u00e1s ut\u00e1n jelent az Alcoa, amivel megindul a gyorsjelent\u00e9si szezon. V\u00e1rhat\u00f3an \u00fajabb meglepet\u00e9sre lehet sz\u00e1m\u00edtani, \u00edgy emelked\u00e9s v\u00e1rhat\u00f3 a piacokon.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>A h\u00e9t utols\u00f3 keresked\u00e9si napj\u00e1t 1%-os es\u00e9ssel z\u00e1rt\u00e1k a f\u0151bb r\u00e9szv\u00e9nyindexek. A negat\u00edv hangulatot az al\u00e1bbiak t\u00e1mogatt\u00e1k: az EKB eszk\u00f6zv\u00e1s\u00e1rl\u00e1si kerete 500 M eur\u00f3ra tehet\u0151, ami a v\u00e1rtn\u00e1l l\u00e9nyegesen kisebb; a Fitch BBB- re rontotta Oroszorsz\u00e1g ad\u00f3ss\u00e1gbesorol\u00e1s\u00e1t.<\/td>\n<td>&#8212;<\/td>\n<\/tr>\n<tr>\n<td>A sz\u00e9ls\u0151baloldali g\u00f6r\u00f6g p\u00e1rt, akik a leges\u00e9lyesebbek az el\u0151rehozott v\u00e1laszt\u00e1sokon, kijelentett\u00e9k, hogy nem \u00e1ll sz\u00e1nd\u00e9kukban elhagyni az EU-t. Ellenben felhagyn\u00e1nak sz\u00e1mos megszor\u00edt\u00f3 int\u00e9zked\u00e9ssel. Ez pozit\u00edv \u00fczenet a piacoknak.<\/td>\n<td>+<\/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>Cs\u00f6kken\u00e9ssel z\u00e1rta a hetet a BUX \u00e9s a kit\u00f6r\u00e9si k\u00eds\u00e9rlete is elmaradt, \u00edgy tov\u00e1bbra is a cs\u00f6kken\u0151 trend \u00e9l. A Richter eset\u00e9ben a 3400 Ft-os szint szignifik\u00e1ns eles\u00e9se jelent\u0151s teret adna a tov\u00e1bbi cs\u00f6kken\u00e9snek. Az OTP sem tudta \u00e1tt\u00f6rni a cs\u00f6kken\u0151 trendvonalat \u00e9s az MTelekom is s\u00e1voz\u00e1st mutat 330-340 k\u00f6z\u00f6tt.<\/td>\n<td>&#8212;<\/td>\n<\/tr>\n<tr>\n<td>A J.P. Morgan elemz\u0151i szerint a r\u00e9gi\u00f3ban haz\u00e1nkat \u00e9rintheti legink\u00e1bb a dezinfl\u00e1ci\u00f3 az olaj\u00e1r es\u00e9s k\u00f6vetkezt\u00e9ben. V\u00e1rakoz\u00e1saik szerint m\u00e1rciusban az MNB \u00fajra\u00e9rt\u00e9kelheti a kamatp\u00e1lya modellj\u00e9t, ami ut\u00e1n \u00fajabb kamatv\u00e1g\u00e1s is elk\u00e9pzelhet\u0151.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>A Goldman v\u00e9telr\u0151l semlegesre min\u0151s\u00edtette le a MOL pap\u00edrjait, 19%-os c\u00e9l\u00e1r cs\u00f6kkent\u00e9s mellett. Az \u00faj c\u00e9l\u00e1r a kerek 13.000 Ft.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>A <a href=\"http:\/\/portfolio.hu\/\" target=\"_blank\" rel=\"noopener\">portfolio.hu<\/a> felm\u00e9r\u00e9se szerint a hazai alapkezel\u0151k jelenleg a MOL-ban l\u00e1tj\u00e1k a legnagyobb perspekt\u00edv\u00e1t, m\u00edg a Richterre vonatkoz\u00f3an negat\u00edvak a kil\u00e1t\u00e1saik.<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p><div id=\"gazda-2092788969\" 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>2 044,81<br \/>\n<span style=\"font-size: xx-small;\">(-17,33 -0,84%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>Dow Jones Industrial Average<\/td>\n<td>17 737,37<br \/>\n<span style=\"font-size: xx-small;\">(-170,50 -0,95%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NASDAQ Composite<\/td>\n<td>4 704,07<br \/>\n<span style=\"font-size: xx-small;\">(-32,12 -0,68%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>9 648,50<br \/>\n<span style=\"font-size: xx-small;\">(-189,11 -1,92%)<\/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>16 222,75<\/td>\n<\/tr>\n<tr>\n<td>OTP<\/td>\n<td>3 650<\/td>\n<\/tr>\n<tr>\n<td>MOL<\/td>\n<td>11 630<\/td>\n<\/tr>\n<tr>\n<td>MTELEKOM<\/td>\n<td>333<\/td>\n<\/tr>\n<tr>\n<td>RICHTER<\/td>\n<td>3 360<\/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>A J.P. Morgan elemz\u0151i szerint a r\u00e9gi\u00f3ban haz\u00e1nkat \u00e9rintheti legink\u00e1bb a dezinfl\u00e1ci\u00f3 az olaj\u00e1r es\u00e9s k\u00f6vetkezt\u00e9ben. V\u00e1rakoz\u00e1saik szerint m\u00e1rciusban az MNB \u00fajra\u00e9rt\u00e9kelheti a kamatp\u00e1lya modellj\u00e9t, ami ut\u00e1n \u00fajabb kamatv\u00e1g\u00e1s is elk\u00e9pzelhet\u0151.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[19],"tags":[],"_links":{"self":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/54306"}],"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=54306"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/54306\/revisions"}],"predecessor-version":[{"id":54308,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/54306\/revisions\/54308"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=54306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=54306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=54306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}