Алкоа должна после закрытия отчитаться за 3 квартал сегодня. Вот такой прогноз:
Analysts predicting that Q3 EPS sank to $0.01 from $0.15 a year ago and that revenue slumped 13.2% to $5.57B.
Квартальная отчетность будет не очень. Соотношение негативных изменений к позитивным выросло до 3 летнего максимума.
Несколько заметок на память:
Wall Street analysts expect third-quarter earnings per share for S&P 500 companies will fall 2.7 percent versus the same quarter a year ago, according to FactSet. Just three months ago analysts had forecast growth of 1.9 percent.
http://www.cnbc.com/id/49323929
he estimated earnings growth rate for Q3 2012 was unchanged this week at -2.7%. Upward revisions to estimates for companies in the Energy sector (including Exxon Mobil and Chevron) were offset by small downward revisions to estimates for companies in most of the other sectors. Since the start of the quarter, nine of the ten sectors have recorded a decline in expected earnings growth, led by the Materials and Information Technology sectors. The only sector that has seen an improvement in expected earnings growth is the Financials sector.
If the final earnings growth rate is -2.7%, it will mark the end of the streak of consecutive quarters of earnings growth for the index at eleven. Five of the ten sectors are predicted to report a decline in earnings growth for the quarter, led by the Materials (-21.9%) and Energy (-20.4%) sectors. Although eight of the ten sectors are predicted to report revenue growth for the quarter, the estimated sales growth rate for the index is 0.0%. The Energy (-16.4%) and Materials (-4.6%) sectors are the only two sectors with projected sales decreases. Slower economic growth in Europe and emerging markets countries (China) and less favorable foreign-exchange rates will have a negative impact on both top-line and bottom-line growth for many companies in the index in the third quarter.
http://www.factset.com/insight/2012/10/earningsinsight_10.5.12
Analysts predicting that Q3 EPS sank to $0.01 from $0.15 a year ago and that revenue slumped 13.2% to $5.57B.
Квартальная отчетность будет не очень. Соотношение негативных изменений к позитивным выросло до 3 летнего максимума.
Алкоа же не такой уж хороший рыночный индикатор как некоторые горячие головы говорят. По крайне мере если глянуть на то как изменяется СП500 в течение следующих трех месяцев в случае положительного и отрицательного сюрприза со стороны Алкоа. Последние 10 лет.
Между тем, буллиш сентимент продолжает ухудшаться. С учетом грядущего фискального срыва, перспективы новых максимумов во время рождественского ралли туманны.
Вот график анонсов доходов, надо подождать конца октября. Но скорее всего ничего хорошего особо не будет. Даже если трюкачам опять удастся обнадежить рынок за счет занижения ожиданий, ситуация в экономике скорее всего будет в районе 1-1,5% в 3 кв. И это в лучшем случае. Повторюсь надо ждать конца месяца, но можно прикупить волатильности.
Wall Street analysts expect third-quarter earnings per share for S&P 500 companies will fall 2.7 percent versus the same quarter a year ago, according to FactSet. Just three months ago analysts had forecast growth of 1.9 percent.
http://www.cnbc.com/id/49323929
he estimated earnings growth rate for Q3 2012 was unchanged this week at -2.7%. Upward revisions to estimates for companies in the Energy sector (including Exxon Mobil and Chevron) were offset by small downward revisions to estimates for companies in most of the other sectors. Since the start of the quarter, nine of the ten sectors have recorded a decline in expected earnings growth, led by the Materials and Information Technology sectors. The only sector that has seen an improvement in expected earnings growth is the Financials sector.
If the final earnings growth rate is -2.7%, it will mark the end of the streak of consecutive quarters of earnings growth for the index at eleven. Five of the ten sectors are predicted to report a decline in earnings growth for the quarter, led by the Materials (-21.9%) and Energy (-20.4%) sectors. Although eight of the ten sectors are predicted to report revenue growth for the quarter, the estimated sales growth rate for the index is 0.0%. The Energy (-16.4%) and Materials (-4.6%) sectors are the only two sectors with projected sales decreases. Slower economic growth in Europe and emerging markets countries (China) and less favorable foreign-exchange rates will have a negative impact on both top-line and bottom-line growth for many companies in the index in the third quarter.
http://www.factset.com/insight/2012/10/earningsinsight_10.5.12
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