{"id":65825,"date":"2015-08-05T08:58:51","date_gmt":"2015-08-05T06:58:51","guid":{"rendered":"http:\/\/gazdasagportal.hu\/?p=65825"},"modified":"2015-08-05T08:58:51","modified_gmt":"2015-08-05T06:58:51","slug":"reggeli-elemzes-rc-2015-08-05","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-08-05\/","title":{"rendered":"Reggeli elemz\u00e9s: RC \u2013 2015.08.05"},"content":{"rendered":"<p><strong>Igaz alacsony b\u00e1zisr\u00f3l, de hatalmasat robbantott a MOL a f\u0151bb eredm\u00e9nysorokon. A kutat\u00e1s-termel\u00e9s volumene n\u0151tt, de az olaj\u00e1r miatt \u00edgy is cs\u00f6kken\u00e9st mutatott, de a finom\u00edt\u00e1s-kereskedelem eredm\u00e9nye k\u00f6zel dupl\u00e1j\u00e1ra n\u0151tt. A tiszt\u00edtott \u00fczemi eredm\u00e9ny 94,9 Mrd Ft lett, ami 231%-os javul\u00e1s \u00e9v\/\u00e9v alapon, m\u00edg az EPS 184%-kal n\u0151tt 661 Ft-ra. A nett\u00f3 eredm\u00e9ny a gyeng\u00e9bb p\u00e9nz\u00fcgyi tev\u00e9kenys\u00e9g miatt is 62,7 Mrd Ft lett, ami \u00e9v\/\u00e9v alapon is k\u00f6zel h\u00e1romszoros javul\u00e1st jelent. A menedzsment jav\u00edtotta kil\u00e1t\u00e1sait is, \u00edgy az \u00e1rfolyamban er\u0151s pozit\u00edv elmozdul\u00e1s v\u00e1rhat\u00f3. A 15000-es szint \u00e1tugr\u00e1s\u00e1val komoly emelked\u00e9s indulhat meg.<\/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 Fed eln\u00f6k\u00e9nek nyilatkozat\u00e1ra folytatta cs\u00f6kken\u00e9s\u00e9t, amivel el\u00e9rkezhet az 1,08-as ellen\u00e1ll\u00e1shoz. A Brent 49 doll\u00e1rr\u00f3l kisebb korrekci\u00f3t mutat, m\u00edg az arany az 1080 doll\u00e1ros szintr\u0151l pr\u00f3b\u00e1l fordulni.<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<tr>\n<td>Annak ellen\u00e9re, hogy a k\u00ednai korm\u00e1ny besz\u00fcntette a napon bel\u00fcli shortol\u00e1st, valamint a szolg\u00e1ltat\u00f3ipari beszerz\u00e9si menedzser-index \u00e9rt\u00e9ke 51,8-r\u00f3l 53,8-ra emelkedett, a Shanghai Index t\u00f6bb, mint 1%-ot esett.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>\u00dajabb m\u00ednuszos nappal z\u00e1rtak a tengerent\u00fali indexek, szemben az eur\u00f3paiakkal. Az es\u00e9s m\u00f6g\u00f6tt f\u0151k\u00e9nt a v\u00e1llalati eredm\u00e9nyek \u00e1lltak, valamint a Fed v\u00e1rhat\u00f3 kamatemel\u00e9s\u00e9nek faktora. Ez ut\u00f3bbit tegnap este a Fed egyik eln\u00f6ke, Lockhart meg is er\u0151s\u00edtette, miszerint a gazdas\u00e1g m\u00e1r \u00e9rett egy kamatemel\u00e9sre.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>9:55 GE: Szolg\u00e1ltat\u00f3ipari beszerz\u00e9si menedzser index<br \/>\n10:00 EU: Szolg\u00e1ltat\u00f3ipari beszerz\u00e9si menedzser index<br \/>\n13:00 USA: Jelz\u00e1loghitel ig\u00e9nyl\u00e9sek<br \/>\n14:15 USA: ADP foglalkoztatotts\u00e1g<br \/>\n16:00 USA: ISM szolg\u00e1ltat\u00f3ipari index<\/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>Nem b\u00edrt az EURHUF a 307 Ft-os ellen\u00e1ll\u00e1ssal, amir\u0151l \u00e9lesen el is pattant, eg\u00e9szen 309 Ft-ig.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>Az OTP folytatja lecsorg\u00e1s\u00e1t, ami tov\u00e1bbra is 5600-ig v\u00e1rhat\u00f3. Az MTelekom a 410 Ft-os kit\u00f6r\u00e9s\u00e9t? tesztelte vissza, \u00edgy ha ez az \u00e9rt\u00e9k elesik a napokban, az igen pesszimista jel lenne (piacz\u00e1r\u00e1s ut\u00e1n jelent az MTelekom, ami v\u00e1rhat\u00f3an kis m\u00e9rt\u00e9kben, de jobb lehet a v\u00e1rakoz\u00e1sokn\u00e1l).<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<tr>\n<td>\u00c9rdemben nem tudott mozdulni a BUX index, de a mai MOL jelent\u00e9s 23000 fel\u00e9 terelheti az indexet.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>Igaz alacsony b\u00e1zisr\u00f3l, de hatalmasat robbantott a MOL a f\u0151bb eredm\u00e9nysorokon. A kutat\u00e1s-termel\u00e9s volumene n\u0151tt, de az olaj\u00e1r miatt \u00edgy is cs\u00f6kken\u00e9st mutatott, de a finom\u00edt\u00e1s-kereskedelem eredm\u00e9nye k\u00f6zel dupl\u00e1j\u00e1ra n\u0151tt. A tiszt\u00edtott \u00fczemi eredm\u00e9ny 94,9 Mrd Ft lett, ami 231%-os javul\u00e1s \u00e9v\/\u00e9v alapon, m\u00edg az EPS 184%-kal n\u0151tt 661 Ft-ra. A nett\u00f3 eredm\u00e9ny a gyeng\u00e9bb p\u00e9nz\u00fcgyi tev\u00e9kenys\u00e9g miatt is 62,7 Mrd Ft lett, ami \u00e9v\/\u00e9v alapon is k\u00f6zel h\u00e1romszoros javul\u00e1st jelent. A menedzsment jav\u00edtotta kil\u00e1t\u00e1sait is, \u00edgy az \u00e1rfolyamban er\u0151s pozit\u00edv elmozdul\u00e1s v\u00e1rhat\u00f3. A 15000-es szint \u00e1tugr\u00e1s\u00e1val komoly emelked\u00e9s indulhat meg.<\/td>\n<td>+++<\/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>2 093,32<br \/>\n<span style=\"font-size: xx-small;\">(-4,72 -0,22%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>Dow Jones Industrial Average<\/td>\n<td>17 550,69<br \/>\n<span style=\"font-size: xx-small;\">(-47,51 -0,27%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NASDAQ Composite<\/td>\n<td>5 105,55<br \/>\n<span style=\"font-size: xx-small;\">(-9,84 -0,19%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>11 456,07<br \/>\n<span style=\"font-size: xx-small;\">(+12,35 +0,11%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NIKKEI 225<\/td>\n<td>20 614,06<br \/>\n<span style=\"font-size: xx-small;\">(+93,70 +0,46%)<\/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>22 553,44<\/td>\n<\/tr>\n<tr>\n<td>OTP<\/td>\n<td>5 750<\/td>\n<\/tr>\n<tr>\n<td>MOL<\/td>\n<td>14 635<\/td>\n<\/tr>\n<tr>\n<td>MTELEKOM<\/td>\n<td>409<\/td>\n<\/tr>\n<tr>\n<td>RICHTER<\/td>\n<td>4 490<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>(Random Capital)<\/p><div id=\"gazda-2732596596\" 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>Igaz alacsony b\u00e1zisr\u00f3l, de hatalmasat robbantott a MOL a f\u0151bb eredm\u00e9nysorokon. A kutat\u00e1s-termel\u00e9s volumene n\u0151tt, de az olaj\u00e1r miatt \u00edgy is cs\u00f6kken\u00e9st mutatott, de a finom\u00edt\u00e1s-kereskedelem eredm\u00e9nye k\u00f6zel dupl\u00e1j\u00e1ra n\u0151tt. A tiszt\u00edtott \u00fczemi eredm\u00e9ny 94,9 Mrd Ft lett, ami 231%-os javul\u00e1s \u00e9v\/\u00e9v alapon, m\u00edg az EPS 184%-kal n\u0151tt 661 Ft-ra. A nett\u00f3 eredm\u00e9ny a gyeng\u00e9bb &#8230;<\/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":[],"_links":{"self":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/65825"}],"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=65825"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/65825\/revisions"}],"predecessor-version":[{"id":65826,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/65825\/revisions\/65826"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=65825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=65825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=65825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}