http://bursier.ro/mirele Just another Bursier.ro weblog Thu, 11 Jan 2007 14:34:10 +0000 http://backend.userland.com/rss092 en Barilul de oil a trecut sub 54 usd pt Brent si WTI. Cum profitul SNP se bazeaza pe explorare, nu vad prea bine anuntul q4 pt 2006 si in special rez financiare pe 2006. EBITDA din marketing si rafinare pe q1-q3 2006 a fost -513 mil ron EBITDA din extractie pe q1-q3 ... http://bursier.ro/mirele/2007/01/11/snp/ Preturi tinta pt banci date de un SVM (undisclosed) BRD 19 TLV 1.06 http://bursier.ro/mirele/2006/12/14/target-banci-pe-12-luni/ Preturi tinta pt sife date de un SVM (undisclosed) SIF1 - 3.65 SIF2 - 4.00 SIF3 - 3.77 SIF5 - 4.16 Imi raman consecvent principiilor si ignor in continuare faptul ca exista un SIF4 http://bursier.ro/mirele/2006/12/14/target-sife-pe-12-luni/ Deutsche Bank (eigentlich, Klaus Martini, Leiter der globalen Anlagestrategie für Privatkunden) da 7050 ca target pt DAX-30 la final de 2007 http://bursier.ro/mirele/2006/12/14/deutsche-banktarget-dax-2007/ Chief U.S. equity strategist Tobias Levkovich now sees the Dow industrials reaching 14,000 by the end of 2007, up from his previous forecasts of 12,750. For the S&P 500, he lifted his target to 1,600 from 1,500. Based on Wednesday's closing prices of 12,317.50 for the Dow and 1,413.21 for the ... http://bursier.ro/mirele/2006/12/14/citigroup-raises-dow-sp-500-targets-for-2007/ Citigroup - 3,25 Unicredit - 3,45 ABN Amro - 3,4 http://bursier.ro/mirele/2006/11/14/estimare-euron-dec-2007/ Am tot facut notite in timpul anului si estimari. Trag o linie si insumez: 1. intarirea RON fata de EURO (sustinuta de JB) - s-a indeplinit deja, desi nu a fost chiar atit de puternica 2. concursul TEL, BRD, SIF5 - a fost castigat spre surprinderea mea de TEL care a oferit o ... http://bursier.ro/mirele/2006/11/09/concluzii/ q1 2005 145 q2 2005 158 q3 2005 145 q4 2005 105 q1 2006 150 q2 2006 165 Un rezultat q3 in zona 145-165 ar fi normal (adica 460-480 year to date). Un rez q1-q3 de peste 490 ar fi foarte interesant. http://bursier.ro/mirele/2006/11/09/brd-q3-2006-inainte-de-anuntarea-rez/ Sunt curios daca nu cumva BCC a gresit datele pt q3 2006. Oricum, in continuare cele 2 bancutze listate mi se par cam scumpicele. TLV q1 2005 - 20855 q2 2005 - 31154 q3 2005 - 21364 q4 2005 - 26330q1 2006 - 27361 q2 2006 - 31357 q3 2006 - 25674    BCC   q1 2005 - 3910 q2 2005 - ... http://bursier.ro/mirele/2006/10/31/evolutie-profit-trimestrial-banci-tlv-vs-bcc/ JuliusBaer confirma o estimare anterioara si anume ca RON-ul se va intari in continuare vizavi de euro. De data asta, nu au dat targeturi concrete. http://bursier.ro/mirele/2006/10/17/euron-2/