Ranní komentář 08.10.- Erste a makro

  We expect value hunters will come to the market today as prices of many shares  have reached very tempting levels. Moreover, the decision of CES should help the shares of ERSTE BANK. PX50 droped by -2.16% yesterday mainly due to the weakness of Erste Bank and C.RADIO.

* ERSTE BANK: Securities and Exchange Commission officialy allowed Czech Mutual and Pension Funds to buy shares of Erste Bank on the Prague Stock Exchange.

* CESKY TELECOM: The government is prepared to discuss the conditions of the CT privatization contract, but not the price of EUR 1.82bil.

* MACRO - The following macro data are coming out today all at 9 am CET:

MKt.EXP (B) LAST

CPI (MoM - Sep) -0.2% -0.2%
CPI (YoY - Sep) 1.1% 0.6%
Construction Output (YoY-Aug) -3.5% -1.3%
Unemployment Rate (Sep) 9.4% 9.4%


Kompletní ranní komentář naleznete ZDE (format pdf)