Investment ideas from analysts of ASYL INVEST (Kazakhstan) November 6

/IRBIS, November 6, 09/ - ASYL INVEST (Almaty) provided IRBIS overview of major events and their investment ideas and projections At 06 November 2009. According to analysts ASYL INVEST expect international stock markets: the overall sentiment in the markets before today's trading develops moderately positive. Asian indexes rise by more than half of one percent, futures for oil, base and precious metals also showed an increase in quotes, as futures for the American indexes show little change; Analysts of ASYL INVEST expect the positive momentum planted yesterday's auction in the United States will continue to provide a positive impact on the course of trading today, however, markets are still heavily influenced by corporate reports and economic data. Now reports come out British Airways, Suncor Energy, American International Group, Blackstone Group, Berkshire Hathaway; by the economic statistics the greatest influence on markets will have data on unemployment in the U.S. in the month of October (expected to increase to record highs over the past 26 years the value of 9.9%), the serious impact these will have to change the number of employed non-agricultural and industrial sectors (expected reduction in the number of employees, together with some improvement in a downward trend). In Canada, fall data on the level of unemployment in Germany - Data on industrial orders in September, in the UK - data on producer price index, while in Japan, data on the index of leading indicators; in general, at the opening of trading in Europe today, is expected to moderate growth in equity markets under the influence of positive news from the U.S., but the usual Friday mood of investors focused on profit-taking, and negative expectations regarding the level of unemployment in the United States should have some pressure on European and U.S. stock markets. Analysts of ASYL INVEST pay attention to the significant decrease in the number of secondary applications for unemployment benefits in the United States during the past 4-months. At the same time the U.S. unemployment rate for the same period increased, and at the moment there was a slight imbalance between these phenomena, moreover, the expectations of analysts focused on the rise in unemployment in October this year. Expectations ASYL INVEST on the level of unemployment somewhat at variance with the expectations of the market, resulting in expected output data on the level of unemployment better than analysts' expectations - to the level of 9.7%. Against this backdrop, analysts of ASYL INVEST predict growth of quotations of oil futures, which benefit from economic recovery, and hence a rise in prices of individual shares of oil and gas companies. In connection with what is recommended to pay attention to shares of Lukoil JSC and Gazprom JSC, according to previous recommendations. Analysts of ASYL INVEST give the following advice to investors on the GDR OJSC Bank VTB (LSE: VTBR): November 2009 the Bank reported on standards RAS for October 2009. Reporting was more than positive. The Bank recorded profits since the beginning of the year to 23.44 billion rubles., Rising in October to 15.52 billion rubles. The increase in net profit in October 2009 was mainly due to the high income from operations, as well as the positive result of the dissolution of reserves for possible losses on loans and other assets. Analysts ASYL INVEST positively appraises results of the bank and give the following trading recommendations: buy recommended at $ 3.80, to sell - at $ 4.50. On the debt market analysts of ASYL INVEST recommend that investors pay attention to the coupon bonds KZPC4Y05B661 Mangistau Electricity Distribution Company (MREKb5, yield - 16% (last), coupon rate - 16%, the repayment period: 12.02.2013-25.02 .2013, Fitch Ratings: BB + (05.06.09)), waiting for the potential growth of prices of securities data in the medium term, given the positive results of the issuer for the third quarter of this year. Analysts also welcomed the bonds and options considered sufficiently attractive level of coupon rate and bond yield, given the low risk of insolvency of the issuer and a good financial condition of the company. Данный материал носит исключительно информационный характер и не является предложением или рекомендацией совершать какие-либо сделки с ценными бумагами. Агентство "ИРБИС" не несет ответственности за мнения, высказанные в данном материале. [2009-11-06]