sentix ASR Essentials 45-2014

Written by Patrick Hussy | 30 November 2014
Posted in sentix Weekly

Crude pessimism reaches historic extremes

The latest sentix survey underlines the extent to which the recent reversal in Crude Oil (now down 35% in the past six months) has undermined sentiment. The nearterm sentiment revival that emerged in mid-October has been reversed in the space of a week, with readings falling to historic lows. At the same time, investors have become less optimistic on the medium-term, more strategic outlook for Crude. While extended near-term pessimism chimes with indicators that suggest Crude is oversold near-term, recent moves appear to have undermined survey participants' more fundamental views on Oil.

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Investors want dividends, dividends, dividends

Written by Sebastian Wanke | 24 November 2014
Posted in Special research

Investors' preferences for dividends are as strong as never before. At the same time stocks are currently barely bought for the motive of price increases. This is what the results of the latest sentix Global Investors Survey show.

sentix ASR Essentials 44-2014

Written by Manfred Hübner | 23 November 2014
Posted in sentix Weekly

Due to travelling we cannot provide an English report this week. Please excuse the inconvenience. If you want to check the latest highlights, the German report might give you an impression about where to look.

Click here for the analysis in German (sentix registration required)

Energy shares sentiment at a low

Written by Sebastian Wanke | 17 November 2014
Posted in Special research

Facing a weak performance, investors lose hope for European energy shares in November: sentix Sector Sentiment for the industry's stocks – polled via the latest sentix Global Investor Survey – drops sharply and now stands close to an all-time low. But this does not automatically mean that the downtrend in the sector's share prices is stopped by now.

sentix ASR Essentials 43-2014

Written by Manfred Hübner | 16 November 2014
Posted in sentix Weekly

Cyclicals sentiment upswing

The latest sentix survey suggests that investors’ views on sectors have begun to shift in the past month. On one hand, survey respondents have become less cautious on the six month outlook for Cyclical sectors such as Industrial Goods & Services, Autos and Chemicals. Sentiment towards Basic Resources has also modestly improved, in contrast to Energy, where pessimism still dominates. On the other hand, they have become less optimistic on the prospects for Telecoms and Healthcare versus the market (see Charts 2 to 4, page 2). Deep pessimism on Cyclical sectors versus Defensives may be beginning to ease.