Yevropa Markaziy Banki: Mijozlar yuqoriroq cho‘qqi va keyinroq qisqartirishlarni kutmoqda – Deutsche Bank
Deutsche Bank’ning Mark Wall va Michael Kirker’ining xabar berishicha, so‘rov natijalari ishtirokchilari Yevropa Markaziy Banki (ECB) siyosatini davom ettirib, sentyabr oyida yana bir marta foiz stavkasini oshirishi va yakuniy stavka 2.50% hamda 3.00% oraliqda bo‘lishini kutishmoqda. Keyingi pasaytirish siklining qachon boshlanishiga oid fikrlar 2027 yilning 2-choragidan 2028 yil yoki undan keyinga qadar tarqalgan va iyun oyidan beri haddan tashqari qattiqlashtirish bo‘yicha xavotirlar kamaygan.
So‘rov natijalari yakuniy stavkaga oid fikrlarning bo‘linganligini ko‘rsatdi
"Biz o‘z prognozlarimizni dekabr oyida yana bir oshirish tarafdori sifatida qayta ko‘rib chiqdik va ECB yakuniy stavkasini 2.75% darajasiga olib chiqishini kutilmoqda."
"Yakuniy stavka – So‘rov ishtirokchilari ECB ushbu oshirish siklida qayergacha borishini borasida bo‘lingan. 31% ishtirokchi 2.50% ni yakuniy stavka deb hisoblaydi, 37% 2.75% ni, 26% esa 3.00% ni ko‘rsatmoqda. ECB juda ko‘p oshiradi deb o‘ylaydiganlar ulushi iyun oyidagi 71% dan ushbu so‘rovda 56% gacha kamaygan."
"Hozirgi bozor narxlari kelasi yil o‘rtalariga kelib ECB taxminan 3% gacha oshirishi kerakligini ko‘rsatmoqda. So‘rovimizda ishtirokchilarning fikrlari ECB bu oshirish siklida qayergacha borishi haqida bo‘lingan. Yakuniy stavka qayerda bo‘lishi borasidagi fikrlar esa 2.50% (31%), 2.75% (37%) va 3.00% (26%) oralig‘ida deyarli teng taqsimlangan."
"Keyingi stavka pasaytirish sikli qachon boshlanishi bo‘yicha ham noaniqlik mavjud. Fikrlar 2027 yilning 2-choragidan 4-choragigacha (20%-26%) deyarli teng taqsimlangan, 23% esa pasaytirish sikli 2028 yildan yoki undan keyin boshlanishini kutmoqda."
"Ishtirokchilarning birozdan ko‘prog‘i (56%) ECB noto‘g‘ri siyosiy qaror qilsa, bu ECB foiz stavkalarini haddan tashqari ko‘p oshiradi deb hisoblaydi. Bu ulush iyun oyidagi 71% dan pasaydi. ECB yetarlicha oshirmaydi deb hisoblovchilar ulushi esa 13% dan 22% gacha oshgan."
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
RBC qurilish mahsulotlari segmentiga nisbatan ehtiyotkorlik bilan qaramoqda: uy-joy tiklanishi kutilmayapti, bir necha aksiyalar reytingi pasaytirildi.
RBC Capital Markets, uchinchi chorak moliyaviy hisobotlar mavsumi oldidan qurilish mahsulotlari sektoriga nisbatan ehtiyotkorlikni kuchaytirdi, daromad prognozlarini pasaytirdi va bir nechta individual aksiyalar reytingini tushirdi, chunki yuqori foiz stavkalari, inflyatsiya hamda sust uy-joy talabi 2027-yilgacha davom etishi mumkin.
Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
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