وخيرا مؤشر اشباه الموصلات يكسر حاجز 500 نقطه

الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة الاســــتا ذ, بتاريخ ‏4 مايو 2002.

  1. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    The story of the week was the Nasdaq's continued slide through critical support levels.

    Despite a nice rally on Tuesday, the Nasdaq still lost over 3%, which put it as its lowest level in 2002.

    The selling was quite broad-based in nature, as just about every sector lost significant ground.

    Most notably, semiconductors shares finally broke down (they were the last pocket of strength within the tech sector).

    The SOX index actually closed below its key support level of 500.

    There really was no catalyst for the selling in tech shares to speak of however.

    We feel that investors are finally starting to realize how expensive many of these names are given the group's lack of visibility moving forward.

    Take note, the Nasdaq really does not have much in the way of support until its low from September of 2001.
     
  2. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    Blue chip shares, on the other hand, were able to rebound after a few down weeks.

    It has been quite apparent that money from the beaten up tech shares continues to flow into blue chip names which look more reasonable from a valuation standpoint.

    The Dow was able to finish above its psychological support level of 10000 which is always a positive. Moreover, if not for the tech components that make up the Dow, it would have been a much better week for the index.

    All in all, the Dow's performance this week was a step in the right direction
     
  3. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    The way the markets closed Friday leaves the door open for some further selling in the week ahead. Despite the retreat the markets have seen recently, we have yet to see a real sense of panic.

    In other words, investors are still too complacent.

    It may in fact take a good old fashioned sell-off of the blue chips to get the weak heads shaken out of this market.

    Either way, we still feel it's wise to use caution moving forward until a more tradable trend surfaces.
     
  4. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    As far as market moving events go, Cisco's earnings report on Tuesday should set the tone for the week. Let's face it, the street is still quite focused on how the tech sector is doing and Cisco is one of the bellwethers for the group.

    If Cisco is able to make some sort of positive comments about the future it could help the Nasdaq get out of its current funk.

    At this point, we feel that a tremendous amount of bad news may already be priced into the stock (it still trades at a rich multiple, however), so the risk/reward for the near term looks to be neutral to positive.

    Again though, we feel it's best to stay on guard until the Nasdaq shows signs of building some sort of base.
     
  5. abusalem

    abusalem عضو جديد

    التسجيل:
    ‏16 ابريل 2002
    المشاركات:
    19
    عدد الإعجابات:
    0
    عزيزي الاستاذ

    معذرة على التطفل , هل الاسهم التالية شرعية

    NTAP
    ISSX
    GNSS
    ESST
     
  6. www

    www مستثمر

    التسجيل:
    ‏6 فبراير 2002
    المشاركات:
    210
    عدد الإعجابات:
    0
    مكان الإقامة:
    jeddah
    The Philadelphia Semiconductor Index (SOX) went through its crucial
    support level of 500 last week, and is now 22% off the high of 618 in mid-
    April. Key semiconductor names that broke through key
    support levels last week, include Intel, Analog Devices and Texas Instruments. What’s happening? Is the semiconductor rally that began in October 2001
    over with? We think not. In fact, we believe that the past two weeks
    represent the biggest decoupling of industry fundamentals and stock prices
    since April of 2001, when stock prices rallied sharply even as the
    semiconductor industry was entering its steepest downturn ever. Perhaps April has become the season of irrationality for semiconductor
    stocks, although we hope not. The good news is that irrationality doesn’t
    last forever. April 2001 was a great time to sell semiconductor stocks
    before the industry’s collapse reasserted itself. April 2002, we believe, will
    be a great time to buy semiconductor stocks as the industry’s recovery
    becomes increasingly apparent.
     
  7. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    اخي الكريم ابو سالم

    هذه الشركات تنطبق عليها الشروط الشرعية

    ISSX
    GNSS
    ESST

    وهذه الشركة احتاج للاستفسار عن مطابقتها للشروط الشرعية في شركة الراجحي

    NTAP


    مع تحياتي

    ملاحظة

    وصلتني رسالتك بالبريد وقمت بالاجابة عنها اتمنى انك استلمتها
     
  8. abonaser

    abonaser عضو جديد

    التسجيل:
    ‏1 سبتمبر 2001
    المشاركات:
    298
    عدد الإعجابات:
    0
    وهذا شارت للمؤشر تقريبا من بداية العام الحالي . مع ملاحظة ان اقل قيمة وصل اليها العام الماضي كانت اثناء الاحداث . وهي 380 .

    ملاحظة المؤشر هذا مهم جدا لانة يقيس مستوي مكون من 16 سهم من اسهم قطاع اشباة الموصلات

    وهي للفائدة العامة (اكتبها من الذاكرة فقد اخطئ)

    1-INTC
    2-AMD
    3-TXN
    4-AMAT
    5-CY
    6-IDTI
    7-IRF
    8-LSCC
    9-LSI
    10-MOT
    11-MU
    12-NSM
    13-NVLS
    14-TER
    15-VLSI
    16-ADI
     

    الملفات المرفقة:

    • sov.png
      sov.png
      حجم الملف:
      13.4 KB
      المشاهدات:
      150
  9. الاســــتا ذ

    الاســــتا ذ عضو محترف

    التسجيل:
    ‏31 أغسطس 2001
    المشاركات:
    1,466
    عدد الإعجابات:
    0
    مكان الإقامة:
    السعودية
    اخي الكريم ابو ناصر

    شكرا على هذا الرسم الذي وضح لنا كيف هبط هذا المؤشر المهم لهذا القطاع .

    واذا تم اعلان ارباح سسكو اليوم وكانت مخيبة للامال اتوقع هبوط تاريخي في هذا المؤشر لذلك علينا الحذر.

    لذلك لي فترة وانا اذكر الاخوا بضرورة الانتقاء في قطاعات اخرى مهمة مثل القطاع الصحي وقطاع التجزئة وقطاع النفط الى انت ينتهي هذا الاعصار المدمر على قطاع التكنولوجيا ونعرف طريقنا.

    مشكور ابو ناصر ومع اجمل تحياتي
     
  10. www

    www مستثمر

    التسجيل:
    ‏6 فبراير 2002
    المشاركات:
    210
    عدد الإعجابات:
    0
    مكان الإقامة:
    jeddah
    dear abu omar

    between the nasdaq and lower close is 160 point

    but nasdaq 100 will break year low if the nasdaq go to this area

    any comment?

    also,the bad senario is cisco make his earning and nasdaq
    go up 30 point
    then go down 10 point then go up 50 point then go up 30 point go to 1800 and we or some of us waiting testing of september low
    if it want to go to 1450 it is good for me because i have 38%cash
    because i will add

    also,about kg
    Quick ratio:6
    total debt/equity:.18
    cash/share:1.3

    analyst rating: is very good
    S&P rating : hold
    lower earning est2003:1.44
    lt growth rate:17%
    all that with your recommendation
    when i should buy the stock spically because the stock break year low yesterday?
    thanks abu omar very much for your help
     
  11. www

    www مستثمر

    التسجيل:
    ‏6 فبراير 2002
    المشاركات:
    210
    عدد الإعجابات:
    0
    مكان الإقامة:
    jeddah
    as expected