{"id":55538,"date":"2015-02-04T09:10:16","date_gmt":"2015-02-04T08:10:16","guid":{"rendered":"http:\/\/stockportal.hu\/?p=55538"},"modified":"2015-02-04T09:10:16","modified_gmt":"2015-02-04T08:10:16","slug":"reggeli-elemzes-rc-2015-02-04","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-02-04\/","title":{"rendered":"Reggeli elemz\u00e9s: RC – 2015.02.04"},"content":{"rendered":"

\u00daj cs\u00facs a DAX-ban, ami komoly l\u00f6k\u00e9st adott a hazai parkettnek is – g\u00f6r\u00f6g ad\u00f3ss\u00e1gprobl\u00e9ma rendez\u0151d\u00e9se, rubel er\u0151s\u00f6d\u00e9se. A BUX 3% feletti emelked\u00e9ssel z\u00e1rta a napot, amiben kiv\u00e9tel n\u00e9lk\u00fcl az \u00f6sszes blue chip kivette a r\u00e9sz\u00e9t, f\u0151k\u00e9nt az OTP, a k\u00f6zel 5%-os emelked\u00e9s\u00e9vel.<\/strong><\/p>\n

<\/div>\r\n<\/div>\n

 <\/p>\n

Reggeli elemz\u00e9s<\/h2>\n\n\n\n\n\n\n\n\n
Nemzetk\u00f6zi<\/strong><\/th>\n\u00c9rt\u00e9kel\u00e9s<\/strong><\/th>\n<\/tr>\n
A g\u00f6r\u00f6g\u00f6k nem ad\u00f3ss\u00e1g le\u00edr\u00e1ssal oldan\u00e1k meg az ad\u00f3ss\u00e1gspir\u00e1lt, hanem ad\u00f3ss\u00e1g cser\u00e9t vezetn\u00e9nek be, vagyis lej\u00e1rat n\u00e9lk\u00fcli \u00e9s a n\u00f6veked\u00e9shez igaz\u00edtott kamatoz\u00e1s\u00fa \u00e9rt\u00e9kpap\u00edrokat bocs\u00e1jtan\u00e1nak ki.<\/td>\n+++<\/td>\n<\/tr>\n
Az EURUSD l\u00e1tv\u00e1nyosan megkezdte korrekci\u00f3j\u00e1t a sz\u0171k\u00fcl\u00e9s ut\u00e1n, 1,13-t\u00f3l 1,15-ig. A korrekci\u00f3 c\u00e9lja tov\u00e1bbra is a r\u00e9s bet\u00f6lt\u00e9se lehet 1,2-n\u00e9l. A pozit\u00edv hangulatban az arany \u00e1rfolyama 1260 doll\u00e1rig esett vissza, m\u00edg az olaj folytatta rallyj\u00e1t 58 doll\u00e1rig. A CHF p\u00e1rok pedig tov\u00e1bb gyeng\u00fclnek.<\/td>\nSemleges<\/td>\n<\/tr>\n
1-2%-os pluszban z\u00e1rtak a f\u0151bb r\u00e9szv\u00e9nyindexek, aminek h\u00e1tter\u00e9ben a g\u00f6r\u00f6g ad\u00f3ss\u00e1gprobl\u00e9ma megold\u00f3d\u00e1sa \u00e9s az olaj rallyja \u00e1ll. A hossz\u00fa oldali kamatok r\u00e9g nem l\u00e1tott m\u00e9rt\u00e9kben emelkedtek.<\/td>\n+++<\/td>\n<\/tr>\n
A BP vezet\u0151je szerint sok\u00e1ig nem l\u00e1tunk 100 doll\u00e1r k\u00f6r\u00fcli olaj \u00e1rat. Egyel\u0151re intenz\u00edv korrekci\u00f3t l\u00e1thatunk az olajjegyz\u00e9sekben. A Brent 45 doll\u00e1rr\u00f3l 57 doll\u00e1rig emelkedett 3 nap alatt.<\/td>\nSemleges<\/td>\n<\/tr>\n
10:00 EU-19: Markit szolg\u00e1ltat\u00f3i beszerz\u00e9simendzser-index (fel\u00fclvizsg\u00e1lt) – janu\u00e1r v\u00e1rt: 52,3 pont, el\u0151z\u0151: 51,6 pont
\n11:00 EU-19: Kiskereskedelmi term\u00e9kforgalom – december (\u00e9v\/\u00e9v) el\u0151z\u0151: 1,5%
\n14:15 USA: ADP foglalkoztat\u00e1s v\u00e1ltoz\u00e1sa – janu\u00e1r v\u00e1rt: 215 ezer, el\u0151z\u0151: 241 ezer
\n14:45 USA: Markit szolg\u00e1ltat\u00f3i beszerz\u00e9simendzser-index – janu\u00e1r el\u0151z\u0151: 53,3 pont
\n15:00 USA: ISM szolg\u00e1ltat\u00f3i beszerz\u00e9simendzser-index – janu\u00e1r v\u00e1rt: 57,2 pont, el\u0151z\u0151: 56,2 pont<\/p>\n

Gyorsjelent\u00e9s:
\nGeneral Motors – v\u00e1rakoz\u00e1s: bev\u00e9tel 40,12 mrd doll\u00e1r EPS:0,83 doll\u00e1r<\/td>\n

Semleges<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n\n\n\n
Magyar<\/strong><\/th>\n\u00c9rt\u00e9kel\u00e9s<\/strong><\/th>\n<\/tr>\n
\u00daj cs\u00facs a DAX-ban, ami komoly l\u00f6k\u00e9st adott a hazai parkettnek is – g\u00f6r\u00f6g ad\u00f3ss\u00e1gprobl\u00e9ma rendez\u0151d\u00e9se, rubel er\u0151s\u00f6d\u00e9se. A BUX 3% feletti emelked\u00e9ssel z\u00e1rta a napot, amiben kiv\u00e9tel n\u00e9lk\u00fcl az \u00f6sszes blue chip kivette a r\u00e9sz\u00e9t, f\u0151k\u00e9nt az OTP, a k\u00f6zel 5%-os emelked\u00e9s\u00e9vel.<\/td>\n++<\/td>\n<\/tr>\n
Az el\u0151z\u0151 m\u00e9lypontig, 308 forintig er\u0151s\u00f6d\u00f6tt a hazai deviz\u00e1nk az eur\u00f3val szemben. A tov\u00e1bbi er\u0151s\u00f6d\u00e9s el\u0151tt sz\u00e1mos kisebb ellen\u00e1ll\u00e1s tal\u00e1lhat\u00f3, de a 303 forint lehet egyel\u0151re az els\u0151dleges c\u00e9l.<\/td>\n++<\/td>\n<\/tr>\n
Jelent\u0151s er\u0151s\u00f6d\u00e9sbe – 3 nap alatt 10% – kezdett a rubel a f\u0151bb deviz\u00e1kkal szemben, ami j\u00f3l hatott a Richter \u00e1rfolyam\u00e1ra is. Amennyiben kitart az olaj\u00e1r emelked\u00e9se, \u00fagy az t\u00e1mogathatja a rubelt \u00e9s \u00edgy a Richter \u00e1rfolyam emelked\u00e9s\u00e9t is.<\/td>\n++<\/td>\n<\/tr>\n
A jelenlegi gazdas\u00e1gi folyamatokat figyelembe v\u00e9ve az MNB tov\u00e1bbi l\u00e9p\u00e9seket is tehet a monet\u00e1ris laz\u00edt\u00e1s ter\u00e9n. Meghat\u00e1roz\u00f3 indik\u00e1tor a m\u00e1rciusi infl\u00e1ci\u00f3s adat lesz.<\/td>\n+<\/td>\n<\/tr>\n
9:00 Kiskereskedelmi term\u00e9kforgalom (el\u0151zetes) – december<\/td>\nSemleges<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n
\n\n\n\n\n\n\n\n\n\n
Indexek<\/th>\n<\/tr>\n<\/thead>\n
S&P 500<\/td>\n2 050,03
\n(+29,18 +1,44%)<\/span><\/td>\n<\/tr>\n
Dow Jones Industrial Average<\/td>\n17 666,40
\n(+305,36 +1,76%)<\/span><\/td>\n<\/tr>\n
NASDAQ Composite<\/td>\n4 727,74
\n(+51,05 +1,09%)<\/span><\/td>\n<\/tr>\n
DAX<\/td>\n10 890,95
\n(+62,94 +0,58%)<\/span><\/td>\n<\/tr>\n
NIKKEI 225<\/td>\n17 678,74
\n(+342,89 +1,98%)<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n		\n\n\n\n\n\n\n\n\n\n
B\u00c9T el\u0151z\u0151 z\u00e1r\u00f3<\/th>\n<\/tr>\n<\/thead>\n
BUX<\/td>\n17 258,06<\/td>\n<\/tr>\n
OTP<\/td>\n3 830<\/td>\n<\/tr>\n
MOL<\/td>\n11 670<\/td>\n<\/tr>\n
MTELEKOM<\/td>\n365<\/td>\n<\/tr>\n
RICHTER<\/td>\n3 898<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

(Random Capital)<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u00daj cs\u00facs a DAX-ban, ami komoly l\u00f6k\u00e9st adott a hazai parkettnek is – g\u00f6r\u00f6g ad\u00f3ss\u00e1gprobl\u00e9ma rendez\u0151d\u00e9se, rubel er\u0151s\u00f6d\u00e9se. A BUX 3% feletti emelked\u00e9ssel z\u00e1rta a napot, amiben kiv\u00e9tel n\u00e9lk\u00fcl az \u00f6sszes blue chip kivette a r\u00e9sz\u00e9t, f\u0151k\u00e9nt az OTP, a k\u00f6zel 5%-os emelked\u00e9s\u00e9vel.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[19,246],"tags":[372],"_links":{"self":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/55538"}],"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=55538"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/55538\/revisions"}],"predecessor-version":[{"id":55539,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/55538\/revisions\/55539"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=55538"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=55538"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=55538"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}