Bankama se normalno trguje na 2 P/B, tako da verujem da je samo pitanje vremena kada ce i u Srbiji tako biti.
Ono sto razlikuje Srbiju i druga, veca trzista su likvidnost i odnos prema akcionarima.
Ne vidim zasto bi neko danas ulagao u banke u Srbiji koje imaju nisku profitabilnost.

Na ceni od 2buka i do 15 P/E banka bi trebala da bude i dalje atraktivna. Znaci da bi cena lako mogla preci 8000 u normalninim uslovima.

Opportunities: relaksiranje monetarne politike NBS
dobar trzisni udeo
razvojni potencijali Srbije

Treats: gomilanje nedospelih potrazivanja i produzetak krize (ekonomski rizik)
sporo pridruzivanje i komplikacije sa Kosovom (politicki rizik)


Uz ovaj tempo uvecavanja dobiti i aktiv, a u normalnim trzisnim uslovima, banka bi mogla lako da predje 15000.
Ovaj scenario me interesuje. Perspektiva razvoja banke a ne moguce preuzimanje.
Ako do preuzimanja ipak dodje, posle ovakvog scenarija to ce biti pun pogodak i proci cemo kao vlasnici Hemofarma pre nekoliko godina.

LONDON, March 22 (Reuters) - European shares slipped for a third day on Monday, with drugmakers down after the House of Representatives approved an overhaul of the U.S. healthcare system, while renewed worries over Greece hurt banks.

By 0918 GMT, the FTSEurofirst 300 .FTEU3 index of leading European shares was down 0.6 percent at 1,058.64 points, after losing 0.4 percent on Friday.

The pan-European index has rallied nearly 65 percent since hitting a low in early March 2009, and is up 1.2 percent this year.

Shares in pharmaceutical companies fell, with the STOXX Europe 600 health care index .SXDP down 0.6 percent after the U.S. House of Representatives approved a sweeping healthcare reform.

The overhaul will extend insurance coverage to nearly all Americans, expand the government health plan for the poor, impose new taxes on wealthy and bar insurance practices such as refusing to cover people with pre-existing medical conditions. [ID:nN22144256]

Roche (ROG.VX), Novartis (NOVN.VX), Sanofi-Aventis (SASY.PA) and Bayer (BAYGn.DE) lost 0.4 to 2.1 percent.

"You might find the pharmas are somewhat friendless out there at the moment," said Stephen Pope, chief global equity strategist at Cantor Fitzgerald in London.

However, Pope said European markets would likely focus on the UK Budget and the meeting of European leaders at the end of the week.

Banks were also weaker, as Greece's debt situation remained a concern. Credit Suisse (CSGN.VX), UBS (UBSN.VX), Barclays (BARC.L), Deutsche Bank (DBKGn.DE) and BNP Paribas (BNPP.PA) fell 0.5 to 2.3 percent.

Greek bank shares .FTATBNK were down 2 percent, with National Bank of Greece (NBGr.AT) down 2.6 percent, EFG Eurobank (EFGr.AT) down 2.6 percent and Bank of Piraeus (BOPr.AT) off 2.8 percent.

At the weekend, European leaders sent out conflicting signals over aid to Greece, with Germany's Angela Merkel urging Athens to solve its debt problems alone and Italy's Silvio Berlusconi strongly backing European Union support. [ID:nLDE62L02D]

Greece's share benchmark .ATG lost 1.7 percent.

Across Europe, Britain's FTSE 100 .FTSE slipped 0.6 percent, Germany's DAX .GDAXI dropped 0.5 percent and France's CAC 40 .FCHI eased 0.6 percent.

'MARKET OVERBOUGHT'

"The fact that we have been overbought recently has led me to suggest things which are tactically good to sell," said Geoff Wilkinson, head of investment research at Mint Securities.

"They are tactical. There is no evidence yet we are looking at a major turnaround here. It's just been very hard to buy anything."

Oil producers also came under pressure, weighed by weaker oil prices CLc1 which fell towards $80 a barrel as firmer dollar, nagging worries over Greece and a surprise interest rate hike by India at the end of last week stoked concern over demand.

BP (BP.L) lost 1.4 percent and Total (TOTF.PA) slipped 0.6 percent.

Royal Dutch Shell (RDSa.AS) eased one percent after Arrow Energy (AOE.AX) agreed to sell its Australian coal-seam gas assets to the Anglo-Dutch oil major and PetroChina (0857.HK) for a sweetened $3.1 billion. [ID:nSGE62K02K]

Among individual movers, Cable & Wireless Communications (CWC.L) dropped 0.7 percent after demerging its worldwide business.

French software firm Dassault Systems (DAST.PA) sagged 2.4 percent, hurt by a downgrade to "sell" from "neutral" from UBS.

British technology company Smiths Group (SMIN.L) advanced 2.1 percent. The company announced a $185 million purchase of U.S. connector firm, Interconnect Devices. (Editing by Louise Heavens)

DJ lagano prelazi 10.800 poena.
:D

Zavrsio je ipak nesto nize! 10785! Reli je reli... ne moze da se kaze. Opet se ponavlja prica od ranije: znatno ispod proseka volumeni na skoro svim hartijama. A i Evropa je iz dobrog minusa zavrsila uglavnom oko nule. Sutra ide sve u zeleno! :cheers:

sem nas! :D

@ris: mozda soja bude u minusu, ali belex ce najverovatnije u plus! :D

Ja idem sutra da kupujem nova odela. Kako cu da budem tajkun u starim.

:cheers:

Uhvatio tajkun zlatnu ribicu i gleda je onako jadnu i malu krene da je vrati u vodu a ona ce eee a zelju!!! a tjkun na to reci?!! :D
Iki uz hladno pivo i rostilj gledacemo zelenilo!! Danas sam bio sa precednikom jednog investicionog fonda iz Austrije oni opsano planiraju da ulazu u Vojvodinu pa i druge delove Srbije, sto znaci da se sprema dobra klima kod nas! :D
Sa njim imam sastanke ove nedelje pre podne svaki dan sutra cu ga isptati da li njegov fond ivestira i na berze novac i sta se prica o ovoj nasoj bedi!

NEW YORK - Američki su indeksi porasli i drugi dan uzastopno pa su Dow Jones i S&P500 stigli do novih najviših vrijednosti u 17 mjeseci, a Nasdaqa najviše u 19 mjeseci.

http://www.seebiz.eu/hr/burze/wall-street-dobre-brojke-s-trzista-nekretnina-snazno-podigle-indekse,71817.html


Sutra ce Dax i Ftse na nove maksimume.

U regiji, SLovenija vec par dana uzastopno u plusu, Hrvati danas, a mi sto juznije to tuznije.
Btw, ocekujem sutra i kod nas zeleno.

Razvalise ga Ameri juce! :cheers:
Stara prica se ponavlja oko obima! Ovako mogu, bez problema, do 12k!
Ja se, iskreno nadam, da cemo mi danas konacno u taj plus. Red bi bio! :sunny:

Slovena1,svaka cast.Za samo sedam dana naucio si perfektno da citas i pises nas jezik! :D

Jelasic dao ostavku i odma evropa u minus :D

I to kakav! Zveknuo CAC na -0,9% u jednom momentu! Zna li neko sta to talasa evropu osim Jelasiceve ostavke? :D

Objasnjenje za danasnje snizenje je smanjenje rejtinga za Portugaliju sa AA na AA- (cini mi se).
Sad cemo videti ide li ovo u kanal ili u nebesa... 8)

Cini mi se da je Portugal posle Grcke na redu ... :D Za ulje i secer :)

samo da mi nebudemo pre Portugala. meni nesto smrdi! :evil:

Ma jok, bre... Kod nas to s(r)tanje traje vec godinama! :D

Portugal i Grcka su zemlje u kojima je siromastvo bilo endemsko pre sticanja clanstva u EU. Njihov privredni rast, dostojan postovanja, baziran je na malom broju privrednih grana i kreditima evropskih fondova i banaka. Cim su te grane (turizam, trgovacka mornarica u slucaju Grcke i tekstilna industrija u slucaju Portugala) pocele beleziti stagnaciju i pad, citava ekonomija je pocela pucati po savovima.

Pri tom, da se razumemo, to nisu zemlje gde je dozvoljeno, kao u Srbiji, da svi svima duguju i nikom nista. Evropska pravila kazu: ne mozes da platis dospele obaveze, nemas novca za plate - probaj da podignes kredit; ako banka ne da - zatvori business.

Bogami i Amerika i Evropa se opasno zelene.... Vidim niko ne komentarise, pa reko ja cu..
Neko je spominjao balon, da li je zaista tako...?

Novi vrhovi po Evropi i Americi, sacekacemo kraj trgovanja posto se ne malo puta desilo da se situacija okrene.
Mada, ovi dobri statisticki podaci o smanjenju nezaposlenosti sugerisu lep skok danas.
Sad da li je novi balon ili kriza stvarno popusta, pokazace vreme, iskusniji smo za najvecu krizu u proteklih sto godina pa se ne mozemo dvaput prevariti.

Ovo rula ko blesavo... Mozda i preskoci 11k. :D Uskakati za sve pare?
Citam izjavu od ovih wall street eksperata da DOW moze da ide do 14k pre novog kraha! A 14k je dalekooooo... mada mogu da budu i meseci u pitanju!
Ljudi, misljenja?

Nisam spreman da licitiram, ali mislim da ovaj rast ima veze sa poverenjem u administraciju Baracka Obame. Najavio je sve sta ce uraditi i sve je uradio.

Izgleda da je pao dogovor u EU da pomognu Grckoj, ovo su dobre vesti, samo da ne ureknem...
NEW YORK (MarketWatch) -- A European Union contingency plan to help Greece would include 22 billion euros to be provided by eurozone members and the International Monetary Fund, according to a report in the French daily Le Figaro. No details were provided to determine the proportion to be provided by the IMF and eurozone members. The report, which cites government sources from Berlin and Paris, said the money would be used "as a last resort", in other words if Greece's ability to finance itself through financial markets becomes impossible.

A mi opet u crveno. :D mi smo ti kao sort berza rastemo kada drugi padju :lol:

Opet uzbrdoooo... Dow je krenuo samo tako! :D

E to sam ja skinuo maler isao sam na kacku petlju!
Sve za drugare :lol:

Ris,alal ti vera!!!

Zeleno u evropi. Ameri bili nesto u minusu, nesto u plusu. Sentiment je pozitivan! Danas se reli nastavlja! :D A i kod nas! :)

Da li postoji neko na ovome forumo ko moze da objasni zasto vise nekrecemo ka gore! ispadne taman ce mo krenuti kada ameri krenu u korekciju :D