{"id":55969,"date":"2015-02-12T09:17:51","date_gmt":"2015-02-12T08:17:51","guid":{"rendered":"http:\/\/stockportal.hu\/?p=55969"},"modified":"2015-02-12T09:17:51","modified_gmt":"2015-02-12T08:17:51","slug":"reggeli-elemzes-rc-2015-02-12","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-02-12\/","title":{"rendered":"Reggeli elemz\u00e9s: RC &#8211; 2015.02.12"},"content":{"rendered":"<p><strong>Egyel\u0151re nem vil\u00e1gos, hogy Minkszben siker\u00fclt-e meg\u00e1llapodniuk a feleknek a t\u0171zsz\u00fcnettel kapcsolatban. Felt\u00e9telez\u00e9sek szerint ez az utols\u00f3 es\u00e9ly a b\u00e9k\u00e9s \u00faton val\u00f3 megegyez\u00e9sre. A rubel egyel\u0151re nagyon sz\u00e9ls\u0151s\u00e9gesen mozog, nincs egy\u00e9rtelm\u0171 ir\u00e1ny.<\/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>Nyit\u00f3 szintj\u00fck\u00f6n fejezt\u00e9k be a keresked\u00e9st a f\u0151bb r\u00e9szv\u00e9nyindexek, k\u00fcl\u00f6n\u00f6sebb makro h\u00edrek hi\u00e1ny\u00e1ban. A keresked\u00e9st tov\u00e1bbra is az orosz-ukr\u00e1n \u00e9s a g\u00f6r\u00f6g fejlem\u00e9nyek hat\u00e1rozz\u00e1k(t\u00e1k) meg.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>Az IMF \u00e9s Ukrajna k\u00f6z\u00f6tt ma sz\u00fclethet meg a v\u00e9gleges d\u00f6nt\u00e9s egy \u00fajabb ment\u0151csomagr\u00f3l. Ezzel a csomaggal Ukrajna elker\u00fclheti az \u00e1llamcs\u0151d\u00f6t.<\/td>\n<td>++<\/td>\n<\/tr>\n<tr>\n<td>Egyel\u0151re nem vil\u00e1gos, hogy Minkszben siker\u00fclt-e meg\u00e1llapodniuk a feleknek a t\u0171zsz\u00fcnettel kapcsolatban. Felt\u00e9telez\u00e9sek szerint ez az utols\u00f3 es\u00e9ly a b\u00e9k\u00e9s \u00faton val\u00f3 megegyez\u00e9sre. A rubel egyel\u0151re nagyon sz\u00e9ls\u0151s\u00e9gesen mozog, nincs egy\u00e9rtelm\u0171 ir\u00e1ny.<\/td>\n<td>&#8212;<\/td>\n<\/tr>\n<tr>\n<td>A v\u00e1rtnak megfelel\u0151en nem sz\u00fcletett meg\u00e1llapod\u00e1s a g\u00f6r\u00f6g ad\u00f3ss\u00e1g \u00fcgy\u00e9ben &#8211; nem is v\u00e1rta a piac. V\u00e1rhat\u00f3an hossz\u00fa h\u00f3napokig elh\u00faz\u00f3dhatnak a t\u00e1rgyal\u00e1sok, a g\u00f6r\u00f6g\u00f6k augusztusig tudj\u00e1k finansz\u00edrozni magukat.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>11:00 EU-19: Ipari termel\u00e9s &#8211; janu\u00e1r (\u00e9v\/\u00e9v) v\u00e1rt: 0,3%, el\u0151z\u0151: -0,4%<br \/>\n14:30 USA: Kiskereskedelmi term\u00e9kforgalom &#8211; janu\u00e1r (h\u00f3\/h\u00f3) v\u00e1rt: -0,5%, el\u0151z\u0151: -0,9%<br \/>\n14:30 USA: Heti friss munkan\u00e9lk\u00fcliseg\u00e9ly-k\u00e9relmek sz\u00e1ma &#8211; febru\u00e1r 6-i h\u00e9t v\u00e1rt: 288 ezer, el\u0151z\u0151: 278 ezer<br \/>\n16:00 USA: \u00dczleti k\u00e9szletek v\u00e1ltoz\u00e1sa &#8211; december v\u00e1rt: 0,2%, el\u0151z\u0151: 0,2%<\/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>Tov\u00e1bbra is magas, 10 Mrd-os forgalom mellett forogtak a pap\u00edrok a B\u00c9T-en. A BUX 1,1%-ot cs\u00f6kkent a Richter 3%-os es\u00e9se \u00e9s a MOL 1%-os cs\u00f6kken\u00e9se miatt. Az OTP tov\u00e1bbra is nagyon er\u0151s, csak napon bel\u00fcl korrig\u00e1l, amit visszah\u00faznak. Az MTelekom lassan kit\u00f6r\u00e9si, a 400-as szinthez \u00e9r.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>Reag\u00e1lt a Fitch a bankad\u00f3 cs\u00f6kkent\u00e9s\u00e9re: ha majd megt\u00f6rt\u00e9nik, akkor sz\u00e1molnak vele, de m\u00e9g ez sem felt\u00e9tlen\u00fcl el\u00e9g egy f\u00e9lmin\u0151s\u00edt\u00e9shez.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>A Citi elemz\u0151i szerint 2015 3Q. negat\u00edv tartom\u00e1nyban lesz az infl\u00e1ci\u00f3, \u00edgy tere lehet az MNB-nek a kamatv\u00e1g\u00e1sra. M\u00e1rciusban 10-20 b\u00e1zispontos, m\u00edg az \u00e9vet tekintve 30-50 b\u00e1zispontos kamatv\u00e1g\u00e1ssal sz\u00e1molnak. (az MNB egy\u00e9rtelm\u0171en jelezte, hogy a kamatv\u00e1g\u00e1s csak a m\u00e1rciusi infl\u00e1ci\u00f3s adat ut\u00e1n mer\u00fclhet fel!)<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>A Jefferies 3100 Ft-r\u00f3l 3230 Ft-ra emelete a Richter c\u00e9l\u00e1r\u00e1t, alulteljes\u00edt\u00e9s mellett, ami m\u00e9g \u00edgy is igen pesszimista a jelenlegi 3700 Ft-os \u00e1rfolyamhoz n\u00e9zve. Azonban az l\u00e1that\u00f3, hogy az elemz\u0151h\u00e1zak elt\u00e9r\u0151en \u00e9rt\u00e9kelik az orosz-ukr\u00e1n kock\u00e1zatot, ez\u00e9rt el\u00e9g nagy lehet a sz\u00f3r\u00e1s a c\u00e9l\u00e1rral kapcsolatosan.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>9:00 \u00c9p\u00edt\u0151ipari termel\u00e9s &#8211; december (\u00e9v\/\u00e9v)<br \/>\n11:30 12 h\u00f3napos DKJ-aukci\u00f3 \u00e9s 3 \u00e9ves v\u00e1ltoz\u00f3 kamatoz\u00e1s\u00fa k\u00f6tv\u00e9nyaukci\u00f3<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p><div id=\"gazda-1046733989\" 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>2 068,53<br \/>\n<span style=\"font-size: xx-small;\">(-0,06 0,00%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>Dow Jones Industrial Average<\/td>\n<td>17 862,14<br \/>\n<span style=\"font-size: xx-small;\">(-6,62 -0,04%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NASDAQ Composite<\/td>\n<td>4 801,18<br \/>\n<span style=\"font-size: xx-small;\">(+13,54 +0,28%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>10 752,11<br \/>\n<span style=\"font-size: xx-small;\">(-1,72 -0,02%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NIKKEI 225<\/td>\n<td>17 979,72<br \/>\n<span style=\"font-size: xx-small;\">(+327,04 +1,85%)<\/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>17 744,91<\/td>\n<\/tr>\n<tr>\n<td>OTP<\/td>\n<td>4 282<\/td>\n<\/tr>\n<tr>\n<td>MOL<\/td>\n<td>11 775<\/td>\n<\/tr>\n<tr>\n<td>MTELEKOM<\/td>\n<td>372<\/td>\n<\/tr>\n<tr>\n<td>RICHTER<\/td>\n<td>3 680<\/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>Egyel\u0151re nem vil\u00e1gos, hogy Minkszben siker\u00fclt-e meg\u00e1llapodniuk a feleknek a t\u0171zsz\u00fcnettel kapcsolatban. Felt\u00e9telez\u00e9sek szerint ez az utols\u00f3 es\u00e9ly a b\u00e9k\u00e9s \u00faton val\u00f3 megegyez\u00e9sre. A rubel egyel\u0151re nagyon sz\u00e9ls\u0151s\u00e9gesen mozog, nincs egy\u00e9rtelm\u0171 ir\u00e1ny.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[246],"tags":[372],"_links":{"self":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/55969"}],"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=55969"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/55969\/revisions"}],"predecessor-version":[{"id":55970,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/55969\/revisions\/55970"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=55969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=55969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=55969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}