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Old 11.10.2020., 20:55   #15951
prof
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Nikakva....čim mediji to spominju kao mogućnost.
Znači uopće, ali uopće nisam pratio što mediji pišu o tome.
Pratim što Trump govori, ništa više.
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Old 11.10.2020., 22:25   #15952
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Osporavanjem rezultata izgubljenih izbora Trump bi mogao izazvati sranja
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Old 14.10.2020., 15:12   #15953
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Ovo se tiče i ZSE,za sve ljubitelje hotela i turizma.

Hotels: a long and painful crisis
Deutsche does not expect recovery until 2024....

"Considering the worst crisis the hotel industry has seen since World War II, and looking at the second wave taking place at the moment, we nevertheless do not see full containment as an option. The hotel sector will likely continue to suffer during the next 3 to 9 months, before being able to start a very progressive recovery. We do not expect RevPARs to return to pre-crisis levels before the end of 2023e/2024e. We increasingly expect the real reacceleration in occupancy to appear in H2 2021e, not before"
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Na burzi moraš biti budala da uspiješ,oni najbolje prolaze,jer samo budale kupuju kad pametne glave crnjače o kraju svijeta i ekonomije....
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Old 14.10.2020., 15:26   #15954
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Goldman Sachs (GS) posted third-quarter earnings on Wednesday that blew away Wall Street’s estimates, as strong trading and consumer banking revenue overwhelmed the impact of the COVID-19 pandemic.

Here were the key figures versus expectations for the third quarter, according to analysts.

EPS: $9.68 versus $5.57 expected

Net Revenues: $10.78 billion versus $9.45 billion expected

The firm’s earnings per share is a record for a quarter, while revenues rose 30% from a year ago.


Like other bulge-bracket banks, the Wall Street giant has steadily carved out money for expected loan losses due to the coronavirus outbreak but has devoted less money to that segment as economic conditions improve. Goldman set aside $278 million for credit losses in the quarter, down from $291 million a year ago and the $1.59 billion set aside in the second quarter.

Tko se nije skrio...
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A man cannot serve two masters," and the tape is a tyrant. He cannot study this art from the far end of a telephone wire. He should spend twenty-seven hours a week or more at a ticker, and many more hours away from it studying his mistakes and finding the "why" of his losses.
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Old 14.10.2020., 18:42   #15955
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Uzeo BSM po 6,50$

WFC..prodao na otvaranju..kupio istu kolicinu 4% nize. Razinoda.
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Nerazumijevanje stvara nepovjerenje.
A man cannot serve two masters," and the tape is a tyrant. He cannot study this art from the far end of a telephone wire. He should spend twenty-seven hours a week or more at a ticker, and many more hours away from it studying his mistakes and finding the "why" of his losses.
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Old 15.10.2020., 17:53   #15956
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Uzeo i ja BSM,kao i OGZPY,plin ali i nešto nafte,kompromis.

German 10 year yield new day lows...-0.64%, has not closed this low since March 12...
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Na burzi moraš biti budala da uspiješ,oni najbolje prolaze,jer samo budale kupuju kad pametne glave crnjače o kraju svijeta i ekonomije....
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Old 15.10.2020., 17:56   #15957
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Buybacks smallest since 2009
YTD 2020 Share Repurchase Authorizations of ~$319bn Tracking Down ~(57)% y/y vs. ~$746bn YTD 2019



A kompanije pune casha.
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Old 15.10.2020., 19:08   #15958
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LMT....ugovaraju sve vise poslova. Očekujem bas Full pozitivan FI. Cijena u range kretanju već duže vrijeme. Totalno van fokusa. Napravio solidan zaokret po pitanju izloženosti, a imam još nešto na cekanju ako još padne.
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Nerazumijevanje stvara nepovjerenje.
A man cannot serve two masters," and the tape is a tyrant. He cannot study this art from the far end of a telephone wire. He should spend twenty-seven hours a week or more at a ticker, and many more hours away from it studying his mistakes and finding the "why" of his losses.
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Old 17.10.2020., 16:49   #15959
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Evo da se pridružim s jednom iz obrambenog sektora:
RHM.DE (Rheinmetall)
https://ir.rheinmetall.com/websites/...l-figures.html

https://finance.yahoo.com/quote/RHM.DE/

Automobilski i obrambeni sektor, s tim da postoje naznake izlaska iz automobilskog sektora - EV kolo vode.
Stabilno rastuća kompanija s pristojnim maržama, čista bilanca (bez neto financijskog duga) koja, nadam se, omogućava i pokoju akviziciju u ovo doba.
Njemačka, kao glavni izvor prihoda, planira povećati izdvajanja za obranu na 2% BDP-a, sad su na 1.36% što vidim kao veliku priliku za RHM.
https://www.zerohedge.com/technology...ghting-vehicle

"Flushed with cash, the Pentagon could select Raytheon Technologies/American Rheinmetall Vehicles' Lynx Infantry Fighting Vehicle to replace the aging Bradley Fighting Vehicle, which first entered service in 1981.

Lynx will be Americanized for the Army's Next-Generation Optionally Manned Fighting Vehicle, called OMFV. Brad Barnard, director of OMFV at Raytheon Missiles & Defense, was quoted in a Raytheon press release as saying the Lynx was "designed specifically for the battlefield of the future."

McCormack said the four-decade-old Bradleys would have trouble against new emerging threats on the modern battlefield. He noted with Lynx, the tank "employ revolutionary capabilities" that makes it one step ahead of the enemy."


Vidimo suradnju sa Raytheonom, u GB sa BAE Systems, uspostavljena proizvodnja u Australiji, nedavno dobili ugovor od €2B od Mađara (https://www.rheinmetall.com/en/rhein...ndex_21248.php)

https://ir.rheinmetall.com/websites/...y-figures.html
Tržišna vrijednost je €3.21B, neto financijski dug negativan.
Posljednjih 6 godina,
Automotive biznis im stagnira (godišnji rast 2.2%, uz 6.7%-8.9% operativne marže)
Defence sektor im raste 9,5%, uz Order backlog €10,4B. Operativna marža narasla na 9.8%.
Tu bih uzeo u obzir planirani rast vojnih budgeta na 2% BDP-a, a svakako njemački.

Ako pretpostavimo nastavak jednakog rasta idućih 5 godina, uz pad Automotive marže (sa donedavnih >8% na 6.7% pa još...) na 5%, onda bi FY '25. mogli imat operativnu dobit od €695M. Podsjećam, bez neto duga i uz zadnje višegodišnje trendove. K tome se spominje i izlazak iz Automotive sektora (koji im donosi €184-266M EBIT).

Čini se kao priča koja u baznom scenariju može donijeti lijepi prinos.
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Old 19.10.2020., 10:28   #15960
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Obavezno pročitati
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Nerazumijevanje stvara nepovjerenje.
A man cannot serve two masters," and the tape is a tyrant. He cannot study this art from the far end of a telephone wire. He should spend twenty-seven hours a week or more at a ticker, and many more hours away from it studying his mistakes and finding the "why" of his losses.
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