{"id":70826,"date":"2015-11-20T08:59:53","date_gmt":"2015-11-20T07:59:53","guid":{"rendered":"http:\/\/gazdasagportal.hu\/?p=70826"},"modified":"2015-11-20T08:59:53","modified_gmt":"2015-11-20T07:59:53","slug":"reggeli-elemzes-rc-2015-11-20","status":"publish","type":"post","link":"https:\/\/gazdasagportal.hu\/index.php\/reggeli-elemzes-rc-2015-11-20\/","title":{"rendered":"Reggeli elemz\u00e9s: RC \u2013 2015.11.20"},"content":{"rendered":"<p><strong>Ma piacz\u00e1r\u00e1s ut\u00e1n j\u00f6n a Fitch. Most d\u0151l el: kapunk kar\u00e1csonyra befektet\u00e9si kateg\u00f3ri\u00e1t vagy virg\u00e1ccsal veri a b\u00f3vlinkat. Ha nem kapunk, haragosak lesz\u00fcnk \u00e9s f\u00e9lelmetes agresszivit\u00e1ssal ki\u00e1ltjuk: Ejnye-Bejnye Ficsike!<\/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>Tegnap a pang\u00e1s jellemezte a meghat\u00e1roz\u00f3 amerikai piacok keresked\u00e9s\u00e9t. Gyakorlatilag \u00e9rdemi mozg\u00e1sok n\u00e9lk\u00fcl telt a tegnapi nap, a n\u00e9metek boldogan biztos\u00edtott\u00e1k a 11000 pont feletti DAX \u00e9rt\u00e9ket, a DOW 30 kioldalazott 17700-17800 k\u00f6z\u00f6tt. Ha innen tov\u00e1bb tudnak indulni a piacok, akkor besz\u00e9lhet\u00fcnk a bika piac folytat\u00f3d\u00e1s\u00e1r\u00f3l, a korrekci\u00f3 lehets\u00e9ges v\u00e9g\u00e9r\u0151l.<\/td>\n<td>+<\/td>\n<\/tr>\n<tr>\n<td>A Volkswagen azt mondta: csak Amerik\u00e1ban fizet k\u00e1rtalan\u00edt\u00e1st, Eur\u00f3p\u00e1ban nem. K\u00f6zben a botr\u00e1nyban vizsg\u00e1lni kezdt\u00e9k a Bosch szerep\u00e9t is. Gy\u0171r\u0171zik tov\u00e1bb a probl\u00e9ma \u00e9s mi azt gondoljuk, ebb\u0151l t\u0151keemel\u00e9s j\u00f6n, mert nem fogja p\u00e9nzzel b\u00edrni a c\u00e9g. Az pedig, hogy nem akar fizetni Amerik\u00e1n k\u00edv\u00fcl sz\u00e9p terv, de a perek sokas\u00e1ga majd m\u00e1st mondat.<\/td>\n<td>&#8212;<\/td>\n<\/tr>\n<tr>\n<td>80% felett a kamatemel\u00e9s val\u00f3sz\u00edn\u0171s\u00e9ge a decemberi FOMC gy\u0171l\u00e9sen. Mit v\u00e1runk a kamatemel\u00e9st\u0151l? 1. El tudunk k\u00e9pzelni egy kezdeti &#8222;mini p\u00e1nikot&#8221;. 2. Az eddigi tapasztalatok szerint nagyobb lehet az emel\u00e9s \u00fcteme, mint azt a piac v\u00e1rja. 3. L\u00e9nyeg\u00e9ben a folyamat pozit\u00edv, mert a gazdas\u00e1g er\u0151ss\u00e9g\u00e9t mutatja.<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<tr>\n<td>9:00 EU: ECB Draghi eln\u00f6k besz\u00e9det tart<br \/>\n16:00 EU: Fogyaszt\u00f3i bizalom &#8211; november (el\u0151zetes)<\/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>Ha ez egy nappal kor\u00e1bban t\u00f6rt\u00e9nik jobban f\u00e1jt volna. Az OTP \u00e1rfolyama \u00edgy nem csak felugrott napon bel\u00fcl 6000 f\u00f6l\u00e9, hanem tegnapel\u0151tt ott is z\u00e1rt. Ez fontos. Tegnap viszont meg\u00e9rkezett valaki, aki azt mondta: &#8222;j\u00f3 nekem az olcs\u00f3 \u00e1llami pakett v\u00e1s\u00e1rl\u00e1somat alig 2-3 h\u00e9t ut\u00e1n 10% -os nyer\u0151ben kisz\u00f3rni. Teh\u00e1t, ha torz\u00edtjuk egy h\u00f3napos befektet\u00e9sre, akkor az 120% \u00e9ves hozam. J\u00e9zus! Ez durva! A tegnapi lefele enyh\u00e9n negat\u00edv a technikai k\u00e9pben.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>Nincs MTEL, nincs MOL t\u00f6rt\u00e9n\u00e9s, mind a kett\u0151 alussza \u00e1lm\u00e1t, enyh\u00e9n ezeknek a k\u00e9pe is negat\u00edvan fest, de dr\u00e1ma nincsen.<\/td>\n<td>&#8211;<\/td>\n<\/tr>\n<tr>\n<td>Csak a Richter. Volt az \u00e1rfolyam tegnap 5151 forint is, \u00e9s hab\u00e1r a napot &#8222;csak&#8221; 5125 forinton z\u00e1rta, ez az \u00e9rt\u00e9k akkor is a mindenkori legmagasabb z\u00e1r\u00f3\u00e9rt\u00e9k.<\/td>\n<td>++<\/td>\n<\/tr>\n<tr>\n<td>Ma piacz\u00e1r\u00e1s ut\u00e1n j\u00f6n a Fitch. Most d\u0151l el: kapunk kar\u00e1csonyra befektet\u00e9si kateg\u00f3ri\u00e1t vagy virg\u00e1ccsal veri a b\u00f3vlinkat. Ha nem kapunk, haragosak lesz\u00fcnk \u00e9s f\u00e9lelmetes agresszivit\u00e1ssal ki\u00e1ltjuk: Ejnye-Bejnye Ficsike!<\/td>\n<td>Semleges<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\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>2 081,24 <span style=\"font-size: xx-small;\">(-2,34 -0,11%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>Dow Jones Ind<\/td>\n<td>17 732,75 <span style=\"font-size: xx-small;\">(-4,41 -0,02%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NASDAQ Comp<\/td>\n<td>5 073,64 <span style=\"font-size: xx-small;\">(-1,56 -0,03%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>DAX<\/td>\n<td>11 085,44 <span style=\"font-size: xx-small;\">(+125,49 +1,14%)<\/span><\/td>\n<\/tr>\n<tr>\n<td>NIKKEI 225<\/td>\n<td>19 879,81 <span style=\"font-size: xx-small;\">(+20,00 +0,10%)<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p><div id=\"gazda-3652622892\" 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 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>23 070,83<\/td>\n<\/tr>\n<tr>\n<td>OTP<\/td>\n<td>5 910<\/td>\n<\/tr>\n<tr>\n<td>MOL<\/td>\n<td>13 565<\/td>\n<\/tr>\n<tr>\n<td>MTELEKOM<\/td>\n<td>409<\/td>\n<\/tr>\n<tr>\n<td>RICHTER<\/td>\n<td>5 125<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>(Random Capital)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ma piacz\u00e1r\u00e1s ut\u00e1n j\u00f6n a Fitch. Most d\u0151l el: kapunk kar\u00e1csonyra befektet\u00e9si kateg\u00f3ri\u00e1t vagy virg\u00e1ccsal veri a b\u00f3vlinkat. Ha nem kapunk, haragosak lesz\u00fcnk \u00e9s f\u00e9lelmetes agresszivit\u00e1ssal ki\u00e1ltjuk: Ejnye-Bejnye Ficsike!<\/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\/70826"}],"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=70826"}],"version-history":[{"count":1,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/70826\/revisions"}],"predecessor-version":[{"id":70827,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/posts\/70826\/revisions\/70827"}],"wp:attachment":[{"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/media?parent=70826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/categories?post=70826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gazdasagportal.hu\/index.php\/wp-json\/wp\/v2\/tags?post=70826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}