David Harman
David Harman
bit broader buying consensus convinced dozen fed half interest raise rally rate rise seeing start unless virtually volume woods worries yesterday
Worries about an interest rate rise have virtually disappeared, the consensus is now that the Fed won't raise rates, ... Volume is a bit better than yesterday but most of the buying is in half a dozen stocks. Unless we start seeing a broader rally on more volume we can't be convinced that we're out of the woods yet.
buying processes teams towards trend
We do see a trend towards more professional procurement processes at the airlines. Increasingly they have buying teams that look after these matters.
airlines classical functions open saves taking
We're also taking over classical functions like booking, loading, planning. It saves the airlines cost. They don't have to open a bond.
ahead boost government moved moves news property rally sold stocks surprising whatever
Friday's rally was on the government's moves to boost the property market, ... But whatever the government does, the stocks have already moved ahead of the news so it's not surprising that they are being sold off on the news.
market moves volume
But we need to see more volume before the market moves higher.
ahead banking chased china reason seem shares supporting
China Telecom and banking shares seem to be supporting the market, ... But I'm stumped, there's no reason for banking shares to be chased ahead of an FOMC meeting.
across bit board higher movement seeing testing today
We're seeing an across the board movement today but the index may have to come down a bit before testing higher levels,
above offering reasonable
Unicom at HK$16 is probably offering reasonable value. Above that it was too expensive.
above offering reasonable
Unicom at HK$16 is probably offering reasonable value, ... Above that it was too expensive.
bit might pay
We don't know how they are going to pay for it yet so there might be a bit of overhang.
bit rally seeing sharp surprising
After yesterday's sharp rally it's not surprising we are seeing a bit of consolidation but it doesn't look as if it will be too prolonged.
benefit company domestic expanding india market news open
Hutchison should also benefit from news that India is to open up its domestic telecommunications market as the company has been expanding there pretty rapidly,
bit china expensive firm investors later rise sell settle
I'm disappointed, I wanted Unicom to rise to HK$19 and than sell into China Telecom, ... I think investors feel it's a bit expensive at HK$15.58 but it may settle and firm later in the day.
european handling offer
If you want to offer handling there (in some European markets), you need to offer trucking.