{"id":330,"date":"2010-03-07T08:55:16","date_gmt":"2010-03-07T06:55:16","guid":{"rendered":"http:\/\/www.rahakool.ee\/finantsblogi\/?p=330"},"modified":"2010-03-07T08:55:16","modified_gmt":"2010-03-07T06:55:16","slug":"moistlik-kosumine","status":"publish","type":"post","link":"https:\/\/www.finantsblogi.ee\/index.php\/2010\/03\/07\/moistlik-kosumine\/","title":{"rendered":"M\u00f5istlik kosumine"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-331\" title=\"20100307_Portfell_week09\" src=\"https:\/\/www.finantsblogi.ee\/wp-content\/uploads\/2010\/03\/20100307_Portfell_week09.jpg\" alt=\"\" width=\"300\" height=\"128\" \/>N\u00e4dal 9<\/strong> t\u00f5i minu aktsiaportfellile kasvu <strong><span style=\"color: #008000;\">3,3%<\/span><\/strong>.\u00a0Seda on tervelt 1,3% rohkem kui prognoosisin. Seega pean edaspidi ilmselt suuremaid liikumisi oma ennustustesse kirjutama, sest elu n\u00e4itab, et n\u00e4dalas 1-2% (nagu eelmisel reedel ennustasin) on v\u00e4ga v\u00e4ike muutus ja seda juhtub viimasel ajal miskip\u00e4rast harva.<\/p>\n<p>Suurimaks t\u00f5usjaks n\u00e4dalal 9 oli <strong>Arco Vara<\/strong> aktsia, mis kasvas tervelt <strong><span style=\"color: #008000;\">22,62%<\/span><\/strong>. Teisele kohale platseerus minu portfellis <strong>Tallinna Kaubamaja<\/strong> (<strong><span style=\"color: #008000;\">+10,43%<\/span><\/strong>), millel \u00fcllatuslikult oli ka tasemelt 4,8 EUR\u00a0veel LHV ostusoovitus. Ju siis on m\u00f5istlik.<\/p>\n<p>N\u00e4dala olulisimateks s\u00fcndmusteks minu arvates v\u00f5ib lugeda j\u00e4rgmist:<br \/>\n1. Esmasp\u00e4eval sai teatavaks Autoliv&#8217;i \u00fclev\u00f5tmispakkumine <strong>Norma<\/strong>&#8216;le, mille peale <strong>Norma<\/strong> aktsia paarik\u00fcmne protsendi v\u00f5rra \u00fclespoole kargas. \u00dchtlasi v\u00f5ib selle lugeda\u00a0oluliseks teguriks ka turu\u00a0roheliseks vedamisel, sest samal p\u00e4eval\u00a0oli b\u00f6rs ka muus osas ikka\u00a0v\u00e4ga roheline ja sellest ka p\u00e4evane\u00a0m\u00f5ju <strong><span style=\"color: #008000;\">+5%<\/span><\/strong>\u00a0minu aktsiaportfellile, kuhu <strong>Norma<\/strong> ei kuulu. Kindlasti on see turule tugev positiivne signaal, sest j\u00e4relikult n\u00e4hakse siinses tootmises j\u00e4tkuvalt potentsiaali.<\/p>\n<p>2. N\u00e4dala negatiivseks noodiks v\u00f5ib lugeda\u00a0j\u00e4rjekordse viletsa m\u00fc\u00fcgitulemuste\u00fcllatuse <strong>Baltikalt<\/strong>. Praeguses olukorras ei n\u00e4e investorid selle ettev\u00f5tte juhtkonna tegevuses midagi kiiduv\u00e4\u00e4rset. \u00d5ige hetk kulude j\u00f5uliseks k\u00e4rpimiseks on m\u00f6\u00f6das ja n\u00fc\u00fcd n\u00e4idakse lootvat vaid majanduse imep\u00e4rasele taastumisele, teenides samal ajal pidevalt kahjumit. N\u00e4dalaga vajus <strong>Baltika<\/strong> aktsia tervelt <strong><span style=\"color: #ff0000;\">10,39%<\/span><\/strong> ja vaadates \u00fcldist meelestatust v\u00f5ib see veelgi langeda, sest foorumeid lugedes j\u00e4\u00e4b mulje, et paljud usuvad juba kindlalt ettev\u00f5tte pankrotti. Kuid nagu \u00fctleb vanas\u00f5na, on\u00a0igal tehingul ikka kaks poolt. J\u00e4relikult leidub ka optimistidest ostjaid.<\/p>\n<p>Kolmap\u00e4evast olen ka <strong>Ekspress Grupi<\/strong> aktsiate omanik ning n\u00fc\u00fcd moodustab selle v\u00e4\u00e4rtpaberi osa minu portfellist pisut \u00fcle <strong>8%<\/strong> endise umbes 0,5% asemel. Kui neljap\u00e4eval p\u00fcsis Ekspressi aktsia nullis, siis reedel kosus tagasihoidlikud <strong><span style=\"color: #008000;\">2 eurosenti<\/span><\/strong>. Vaadates uuenenud Eesti Ekspressi portaali, siis pean \u00fctlema, et kas olen mina liiga vana v\u00f5i liiga rumal, aga mul puudub usk, et see v\u00e4ga positiivselt \u00fcllatada\u00a0ja seel\u00e4bi populaarsust v\u00f5ita suudaks. Heidaksin portaalile peamiselt ette mugava ja \u00fclevaatliku erineva taseme paralleelse\u00a0uudistevoo puudumist, nagu seda pakub Postimees. Siiski ei hindaks ma selliste asjade m\u00f5ju aktsiahinnale kuigi k\u00f5rgelt. T\u00e4htis on see, kuidas ettev\u00f5te \u00fcldiselt sel aastal reklaamim\u00fc\u00fcgi jms-ga\u00a0hakkama saab ja kuidas ikkagi suudetakse Delfi omaaegne tohutu ostuhind l\u00f5ppkokkuv\u00f5ttes rahamasinaks p\u00f6\u00f6rata.<\/p>\n<p><strong>N\u00e4dalale 10<\/strong> prognoosin taas t\u00f5usu. K\u00e4es on m\u00e4rts ja ma m\u00f5tlen, et kui suurem lumi \u00e4ra sulab, v\u00f5iks Eesti ettev\u00f5tete\u00a0varasalvest tulla\u00a0uusi positiivseid teateid. \u00dchtlasi on makromajandus n\u00e4itamas \u00fcllatavat kosumist. Seega vaatasin just teetassi p\u00f5hja (sest Hiinas kohvi leiab haruharva) ja \u00fctlen, et minu portfell v\u00f5iks k\u00fcmnenda n\u00e4dala reede \u00f5htul olla veelgi\u00a0<strong>3-4%<\/strong> k\u00f5rgemal kui t\u00e4na.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>N\u00e4dal 9 t\u00f5i minu aktsiaportfellile kasvu 3,3%.\u00a0Seda on tervelt 1,3% rohkem kui prognoosisin. Seega pean edaspidi ilmselt suuremaid liikumisi oma<span class=\"more-dots\">&#8230;<\/span> <span class=\"more-tag d-block mt-15\"><a class=\"more-link wp-block-button__link icon-inline\" href=\"https:\/\/www.finantsblogi.ee\/index.php\/2010\/03\/07\/moistlik-kosumine\/\">Continue Reading...<span class=\"screen-reader-text\"> \"M\u00f5istlik kosumine\"<\/span><\/a><\/span><!-- .more-tag --><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[3],"tags":[25,26,27,33,91,153,154,357,444],"class_list":["post-330","post","type-post","status-publish","format-standard","hentry","category-aktsiaportfell","tag-aktsiad","tag-aktsiahinnad","tag-aktsiaportfell","tag-arco-aktsia","tag-ekspress-grupp","tag-investeering","tag-investeeringud","tag-portfell","tag-tallinna-bors","no-post-thumbnail"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/posts\/330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/comments?post=330"}],"version-history":[{"count":0,"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/posts\/330\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/media?parent=330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/categories?post=330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finantsblogi.ee\/index.php\/wp-json\/wp\/v2\/tags?post=330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}