Equities

Peter Garnry, Saxo Bank, 03 February 2012

Nonfarm Payrolls ignite bullish sentiment in stocks

It is a real party in stocks today, as Nonfarm Payrolls knocked the ball out of the ballpark with 257K net gains in jobs, pushing the US unemployment rate down to 8.3% Read more
66 Views
2 Likes
0 Comments
SverrirSverrisson, Saxo Bank, 03 February 2012

How large can Facebook become?

Facebook has seen a slowing in the growth of new users during recent quarters. As active users are at the heart of Facebook’s business model, the company might be close to the peak user wise. Read more
143 Views
3 Likes
0 Comments
Peter Garnry, Saxo Bank, 03 February 2012

Q4 earnings looking good, S&P 500 could go to 1,370

Earnings growth has moderated as companies cannot squeeze much more out of cost savings and productivity gains. S&P companies have still managed to surprise analysts though and if economic data continues to be good the S&P 500 could go to 1,370. Read more
88 Views
2 Likes
0 Comments
Peter Garnry, Saxo Bank, 03 February 2012

Oil and mining will drive next week's earnings

Next week's earnings releases will be dominated by major oil and mining companies with oil expected to deliver solid results as oil prices are 25% higher than last year. Mining companies are worth watching too for insight on China's economic growth. Read more
80 Views
1 Likes
0 Comments
SaxoBankUK, Saxo Bank UK, 03 February 2012

Market Preview - 3 February 2012

UK markets will likely open flat while the DAX is expected to open 1 to 7 points up and the CAC is seen opening also largely unchanged, as Greek debt woes persist and the focus is on non-farm payrolls plus a meeting of key European finance ministers. Read more
144 Views
1 Likes
0 Comments
Peter Garnry, Saxo Bank, 02 February 2012

Earnings, M&A talks and Facebook IPO stir stocks

With economic data in quiet mode, earnings releases and M&A talks between Glencore and Xstrata are driving the action in European session. In the US pre-market, Facebook's IPO filing is the topic of the day and Mastercard beat estimates. Read more
93 Views
4 Likes
0 Comments
TomasBerggren, 02 February 2012

Time for Bull market - the awakening of the Russian Bear?

A political turning point for Russia may be near. If it is, what are the risk-reward scenarios for equities in the underperforming Russian market? Read more
214 Views
2 Likes
0 Comments
SaxoBankUK, Saxo Bank UK, 02 February 2012

Market Preview - 2 February 2012; Flat open expected for indices

European stock markets will open around unchanged Thursday after yesterday's move higher was confirmed by the US and Asian markets - or at least there was nothing to damage the advances. Look out for Spanish and French bond auctions for sentiment. Read more
161 Views
2 Likes
0 Comments
PeterBoKiaer, Saxo Bank A/S, 01 February 2012

Questions you should ask before buying Facebook shares

Facebook might be a great investment opportunity – or it might be the next Pets.com. Before you invest in Facebook, make sure you have solid answers to these questions. Read more
394 Views
7 Likes
0 Comments
Peter Garnry, Saxo Bank, 01 February 2012

ADP, ISM to set direction; stocks are up as China accelerates

ADP employment figures are due in short while, and are expected to print 182K in January. Later the important ISM manufacturing number is expected to show gains. Both numbers will set today's direction in stocks Read more
121 Views
3 Likes
0 Comments
Peter Garnry, Saxo Bank, 01 February 2012

Global Value Portfolio: January effect sweetens performance

Value stocks have benefited from risk appetite as Europe has stabilised somewhat gauging by PMI figures and thanks to the ECB’s LTRO programme. At the same time economic data continues to be positive. Read more
90 Views
2 Likes
0 Comments
Peter Garnry, Saxo Bank, 01 February 2012

European Value Portfolio: Europe is alive

January was a good month for value stocks thanks to the ECB’s LTRO programme which resulted in good debt auctions in Europe and a Eurozone Composite PMI figure above 50 again. Read more
60 Views
0 Likes
0 Comments
PeterBoKiaer, Saxo Bank A/S, 01 February 2012

Invest in Greece? It’s not as crazy as it sounds

Some Greek stocks have good potential depending on your view of a risk of nationalisation. Look at this theme to get more insight. Read more
195 Views
3 Likes
0 Comments
SaxoBankUK, Saxo Bank UK, 01 February 2012

Market Preview - 1 February 2012

UK and European markets are likely to open in the green Wednesday, with the FTSE 100 expected to open around 20 points stronger, while the DAX and the CAC are seen opening 27 points and 19 points firmer, respectively. Read more
174 Views
1 Likes
0 Comments
Peter Garnry, Saxo Bank, 31 January 2012

Stocks rise as German jobs matter

Investors want jobs and Germany delivered just that as the country added 34,000 jobs in January, thereby beating estimates. This has fueled sentiment in risk assets and stocks are up 1%. In US pre-market health care companies report strong earnings. Read more
77 Views
4 Likes
0 Comments
Peter Garnry, Saxo Bank, 31 January 2012

Who rules the world: companies or governments?

The power balance between governments and companies is shifting more and more in favour of global companies. And with governments most likely forced to deleverage over the next decade, the power balance will shift even more in favour of companies. Read more
119 Views
5 Likes
0 Comments
Peter Garnry, Saxo Bank, 31 January 2012

The economic driver is investment, not consumption!

After the release of US Q4 GDP many economists suggested that the higher savings rate, which created lower-than-expected personal consumption, was a bad thing. But investment is the true driver of growth, and US investments are growing. Read more
294 Views
3 Likes
0 Comments
MattBolduc, Saxo Bank, 31 January 2012

Will a Samsung investment replace a stake in Apple? Not quite…

Samsung Electronics became Apple’s biggest rival in 2011, and is bound to surpass Apple’s global smartphone sales in 2012. But while Apple is tied to the iPhone, Samsung is more than a one-trick pony… Read more
159 Views
3 Likes
0 Comments
Ken Veksler, 31 January 2012

EU summit conclusion: Never trust a politician!

Yesterday provided another round of “we promise to review, get things done and save the world”. Germany looks like it will take over Europe and a return to the DEM isn’t so far away anymore. Levels on the day are a bit if a misnomer. Read more
256 Views
3 Likes
0 Comments
SaxoBankUK, Saxo Bank UK, 31 January 2012

Market Preview - 31 January 2012

UK and European markets are likely to open higher Tuesday, with the FTSE 100 index expected to open 20 to 24 points in the green, while the DAX and the CAC are likely to open 27 to 39 points and 15 to 22 points stronger, respectively. Read more
157 Views
0 Likes
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Equity Market Insight


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Trading Floor's Equities Authors
Peter Garnry

Peter Garnry
Equity Strategist, Saxo Bank
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Didier Abbato

Didier Abbato
Vice President, Trading Advisory, Saxo Bank
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