Investment ideas by ASYL INVEST JSC (Kazakhstan) analysts' on September 11, 2009

11.09.09 17:53
/IRBIS, September 11, 09/ - ASYL INVEST JSC (Almaty) provided an overview of major events and their investment ideas and forecast to IRBIS on September 11, 2009. According to massage the analysts of ASYL INVEST expecting the following developments in international stock markets: - expect a countervailing dynamics of stock indexes in Europe. On the one hand, support for the market has a positive closure of yesterday's trading in the U.S. and the weakening U.S. dollar. On the other hand, investor sentiment may affect conflicting macroeconomic data in China. Industrial production volume of lending and retail sales rose in August, but the data on exports and imports have been significantly worse than forecast and worse performance over the last month. In addition, the revised GDP data in Japan were also worse than expected. Growth of specified data in the second quarter of 2009 amounted to 0.6%, instead of previously published 0.9%; - in the morning trading in Asia, held in multidirectional dynamics. Indexes in Japan falling to within 1%, the indices of China grow to within 1%. Other sites in the region have a moderate growth; - the futures of U.S. stock indexes this morning traded in the positive dynamics, however, after the release of data on exports and imports of China, have changed the dynamics of trading on weakly downward. ASYL INVEST analysts' give the following recommendations for investors: - GDR JSC Gazprom (LSE: OGZD): on depositary receipts of the company at auction earlier in the week declined to the level of $ 19.50, on which ASYL INVEST recommended to buy these securities. In the course of trading this week, the paper demonstrated a significant increase in yesterday's trading and closed at the mark at $ 22.23. ASYL INVEST slightly changed its trading recommendations on the securities of the company: buy at $ 20.00 (early - $ 19.50), to sell - at $ 23.00 (early - $ 22.50). Analysts of ASYL INVEST believe that today is an attractive point to lock in profits. SE shares today can have positive expectations for oil prices to rise after the Energy Department reported a decrease in commercial stocks, and the International Energy Agency raised its estimate of consumption in 2010. Pressure on the dynamics of bidding for the GDR Gazprom may have information on the planned deployment of bills totaling $ 500 million next week. - GDR JSC Lukoil "(LSE: LKOD): listed depositary receipts in the course of yesterday's trading on the LSE rose by 0.19% to $ 53.6. As predicted yesterday, today, analysts of ASYL INVEST change their trade recommendations for securities of the company: buy at $ 47.25 (early - $ 45.50), sell at $ 55,0 (early - $ 52.50). Analysts of ASYL INVEST consider it advisable to record gains on these securities as soon as possible and wait for lower levels to buy. Analysts of JSC ASIL INVEST for more conservative investors recommend fixed-income instruments in the bond market. Analysts ASYL INVEST recommend to pay attention to bonds KZ2CKY05B976 AO Kedentransservice (KASE: KDTSb1), because consider bond yield data (69.69%) quite attractive, given the good financial position of the company. The given material has exclusively information character and is not the offer or the recommendation to make any transactions with the stocks. Agency Irbis doesn't take responsibility for the opinions which are in given material. [2009-09-11]