{"id":59329,"date":"2015-04-13T08:59:38","date_gmt":"2015-04-13T06:59:38","guid":{"rendered":"http:\/\/stockportal.hu\/?p=59329"},"modified":"2015-04-13T08:59:38","modified_gmt":"2015-04-13T06:59:38","slug":"reggeli-elemzes-rc-2015-04-13","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-04-13\/","title":{"rendered":"Reggeli elemz\u00e9s: RC \u2013 2015.04.13"},"content":{"rendered":"<p><strong>K\u00edn\u00e1ban folytat\u00f3dik a massz\u00edv zsugorod\u00e1s. A m\u00e1rciusi export a v\u00e1rt 12%-os n\u00f6veked\u00e9s helyett 15%-ot esett. A bels\u0151 kereslet \u00e9s fogyaszt\u00e1s tov\u00e1bbra is gyenge, amit a 12%-os import adat is mutat. A h\u00edrre tov\u00e1bbi monet\u00e1ris stimulusokat v\u00e1rnak a piaci szerepl\u0151k, \u00edgy az indexek nem esetek.<\/strong><!--more--><\/p>\n<div class=\"ads-in-post1\"><div id=\"gazdasagportal.hu_fullbanner_wideboard\"><\/div>\r\n<\/div>\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 a fej-v\u00e1llak form\u00e1ci\u00f3 alapj\u00e1n 1,04-ig j\u00f6het le, m\u00edg az audusd \u00fajfent 0,76-hoz \u00e9rkezett, aminek let\u00f6r\u00e9se v\u00e1rhat\u00f3. A gbpusd is let\u00f6rte az 1,47-et, \u00edgy 1,42-ig szabad az \u00fat.<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<tr>\n<td>\u00dajabb 0,5%-kal emelkedtek az amerikai indexek, m\u00edg az \u00f6reg kontinens indexei megint csak fel\u00fclteljes\u00edt\u0151ek voltak 1% feletti emelked\u00e9s\u00fckkel. Ma \u00e9rdemi makroadat nem v\u00e1rhat\u00f3, egyed\u00fcl a Vil\u00e1g Bank pesszimista &#8211; jelent\u0151s GDP visszaes\u00e9s v\u00e1rhat\u00f3 2015-16-ban &#8211; \u00e1zsiai kil\u00e1t\u00e1sai ronthatnak a hangulaton.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>Az IEA szerint az ir\u00e1ni t\u00e1rgyal\u00e1sok pozit\u00edvan z\u00e1r\u00f3dhatnak j\u00faniusban, amivel Ir\u00e1n \u00fajra korl\u00e1toz\u00e1s n\u00e9lk\u00fcl export\u00e1lhat olajat. Az alacsony kapacit\u00e1skihaszn\u00e1l\u00e1s miatt nem v\u00e1rnak \u00e9rdemi k\u00edn\u00e1lat n\u00f6veked\u00e9st az IEA elemz\u0151i. A Brent 58 doll\u00e1rn\u00e1l kezdi a mai keresked\u00e9st.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>K\u00edn\u00e1ban folytat\u00f3dik a massz\u00edv zsugorod\u00e1s. A m\u00e1rciusi export a v\u00e1rt 12%-os n\u00f6veked\u00e9s helyett 15%-ot esett. A bels\u0151 kereslet \u00e9s fogyaszt\u00e1s tov\u00e1bbra is gyenge, amit a 12%-os import adat is mutat. A h\u00edrre tov\u00e1bbi monet\u00e1ris stimulusokat v\u00e1rnak a piaci szerepl\u0151k, \u00edgy az indexek nem esetek.<\/td>\n<td>&#8212;<\/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>A p\u00e9nteki keresked\u00e9st a Richter \u00e9s az OTP emelked\u00e9se adta. Mind a k\u00e9t pap\u00edr fontos szintek \u00e1tt\u00f6r\u00e9se ut\u00e1n er\u0151s ellen\u00e1ll\u00e1si z\u00f3n\u00e1khoz \u00e9rkezett. Az OTP 5500 ut\u00e1n vehet igen nagy lend\u00fcletet &#8211; egy korrekci\u00f3 el\u0151tte elk\u00e9pzelhet\u0151 &#8211; m\u00edg a Richter 4200 ut\u00e1n ugorhat 4400-ig.<\/td>\n<td>++<\/td>\n<\/tr>\n<tr>\n<td>Kedvez\u0151 nemzetk\u00f6zi hangulatban, amiben a g\u00f6r\u00f6g ad\u00f3ss\u00e1gprobl\u00e9m\u00e1k rendez\u00e9se adta az alaphangot, a hazai parkett 1,5%-ot tudott emelkedni. A BUX ezzel \u00e1tt\u00f6rte a 21000 Ft-os szintet, \u00edgy szabad az \u00fat 25000-ig.<\/td>\n<td>+++<\/td>\n<\/tr>\n<tr>\n<td>A 298 Ft-os szint val\u00f3ban er\u0151s t\u00e1masznak bizonyult, hiszen az eurhuf a p\u00e9nteki napon innen tudott fordulni, eg\u00e9szen 296-ig. A reggeli \u00f3r\u00e1kban 296-r\u00f3l egy \u00fajabb korrekci\u00f3 indult, de tov\u00e1bbra is ennek a szintnek a let\u00f6r\u00e9s\u00e9t v\u00e1rhatjuk.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>Egy \u00faja alap fel\u00e1ll\u00edt\u00e1s\u00e1val k\u00e1rtalan\u00edtan\u00e1k a Questor \u00fcgyfeleket 30M Ft-ig. A p\u00e9nz\u00fcgyii szolg\u00e1ltat\u00f3k (Beva tagok) a jegyzet t\u0151k\u00e9j\u00fck ar\u00e1ny\u00e1ban fizetn\u00e9nek be az alapba, amelynek \u00f6sszeg\u00e9t &#8211; ez m\u00e9g k\u00e9rd\u00e9ses &#8211; az MNB 10 \u00e9ves futamidej\u0171 k\u00f6lcs\u00f6n\u00e9vel fedezn\u00e9k. Ez a 10 \u00e9ves fizet\u00e9si k\u00f6telezetts\u00e9g levonhat\u00f3 az ad\u00f3alapb\u00f3l. Ez csak az OTP-re t\u00f6bb 10 Mrd Ft-os terhet r\u00f3hat<\/td>\n<td>&#8212;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\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>2 102,06<br \/>\n<span style=\"font-size: xx-small;\">(+10,88 +0,52%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>Dow Jones Industrial Average<\/td>\n<td>18 057,65<br \/>\n<span style=\"font-size: xx-small;\">(+98,92 +0,55%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NASDAQ Composite<\/td>\n<td>4 995,98<br \/>\n<span style=\"font-size: xx-small;\">(+21,41 +0,43%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>12 374,73<br \/>\n<span style=\"font-size: xx-small;\">(+208,29 +1,71%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NIKKEI 225<\/td>\n<td>19 905,46<br \/>\n<span style=\"font-size: xx-small;\">(-2,17 -0,01%)<\/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>21 152,48<\/td>\n<\/tr>\n<tr>\n<td>OTP<\/td>\n<td>5 502<\/td>\n<\/tr>\n<tr>\n<td>MOL<\/td>\n<td>13 980<\/td>\n<\/tr>\n<tr>\n<td>MTELEKOM<\/td>\n<td>424<\/td>\n<\/tr>\n<tr>\n<td>RICHTER<\/td>\n<td>4 160<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>(Random Capital)<\/p><div id=\"gazda-2642704625\" 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","protected":false},"excerpt":{"rendered":"<p>K\u00edn\u00e1ban folytat\u00f3dik a massz\u00edv zsugorod\u00e1s. A m\u00e1rciusi export a v\u00e1rt 12%-os n\u00f6veked\u00e9s helyett 15%-ot esett. A bels\u0151 kereslet \u00e9s fogyaszt\u00e1s tov\u00e1bbra is gyenge, amit a 12%-os import adat is mutat. A h\u00edrre tov\u00e1bbi monet\u00e1ris stimulusokat v\u00e1rnak a piaci szerepl\u0151k, \u00edgy az indexek nem esetek.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[8,7,246],"tags":[372],"_links":{"self":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/59329"}],"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=59329"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/59329\/revisions"}],"predecessor-version":[{"id":59330,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/59329\/revisions\/59330"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=59329"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=59329"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=59329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}