Archives for category: Handel

Yesterday London robusta values collapsed on the opening
over 100 USD as the board broke below 2050 USD. That seemed to be
the first trigger point. Volumes where verry high with a slow down
of activity after passing the mark of 2000 USD.

Author: Tim Albrecht


Wie FTD prognostiziert, wird in den kommenden Jahren das weltweite Wachstum begrenzt bleiben da die Industrieländer mit der Bewältigung der Krise und die Schwellenländer mit ihrer Befreiung aus der Abhängigkeit von den Industrienationen beschäftigt sein werden.
Gleichzeitig bilden sich nach Ansicht von FTD jedoch völlig neue Käuferschichten und Märkte in den Schwellenländern die in den kommenden Jahren wesentliche Einflüsse auf das Marktwachstum nehmen könnten. Hier können insbesondere Niedrigpreisprodukte aus technischen Bereichen relevant sein. Wie der Kaffee dieser Thematik Rechnung trägt bleibt abzuwarten.

Autor: Tim Albrecht


Wie Spiegel Online heute berichtet, kündigt Bundesinnenminister Thomas de Maizière an, schärfere Kontrollen im Luftfrachtverkehr durchsetzen zu wollen und sagt dazu, “Es gibt keine Sicherheit, die umsonst ist”. De Maizière rechnet also, wie bei steigendem Aufwand auch anzunehmen, mit höheren Kosten. Da zur Zeit die Logistikunternehmen selbst für die Sicherheit verantwortlich sind würde sich ein höherer Aufwand aller Voraussicht nach in höheren Frachtkosten und damit höheren Preisen für Luftfracht niederschlagen.

Das Bundesverkehrsministerium seinerseits warte vor Übertriebenen Sicherheitsvorkehrungen und mahnte, einen sinnvollen Weg zwischen Sicherheit und Beeinträchtigung der Unternehmen, welche die internationalen Warenströme beeinflussen könnte, zu wählen.

Autor: Tim Albrecht


Das Future Magazine veröffentlicht Marktberichte und hat eine gute Sektion zum Thema Education. Hier ein Auszug aus dem aktuellen Marktbericht:

“Coffee, Cocoa and Sugar: March coffee closed at $1.8215 per pound, up 8.7c on Friday tied to the general agricultural buying tied to the USDA report on yields which prompted limit up moves in grains. We prefer the sidelines in coffee. December cocoa closed at $2,803 per tonne, up $63 on shortcovering and general commodity buying against the weak dollar. The USDA report sparked heavy buying across the board in agricultural commodities and in cocoa expected results of the African harvests could produce supply concerns. We prefer the sidelines in cocoa. March sugar closed at 26.32c per pound, up 1.16c and for the week gained 13%. Expectations that demand will exceed supplies after damage to Brazilian crops from bad weather. The USDA report and limit up for corn which is also used for ethanol as is sugar, also a factor in the buying. We could see continued buying in sugar but until definitive damage can be assessed we would stand aside.”

source: http://www.futuresmag.com/News/2010/10/Pages/Equity-markets-rally-on-expectations–right-or-wrong.aspx?k=Coffee


Der Kaffeepreis hat sich in den vergangenen Monaten turbulent entwickelt. Für die beteiligten Firmen ist es wichtig die Entwicklung des Kaffeepreises im Auge zu behalten. Marktberichte sind zumeist in englisch abgefasst.

“Dec coffee prices corrected down to a 5-week low from last month’s 13-year high. Bearish factors include (1) long liquidation fueled by increased rainfall in Brazil, which reduced concerns of crop damage due to overly dry conditions, (2) the prediction from Morgan Stanley that coffee prices are heading for weakness in the next few months as inventories are replenished, and (3) the prediction from agricultural consultant Safras & Mercado that Brazil’s bumper coffee harvest this year totaled 54.6 mln bags. Bullish factors include (1) tight supplies with the drop in NYBOT-monitored coffee stockpiles to a 10-year low of 1.95 mln bags, and (2) ICO’s estimate for a global coffee deficit of 8 mln bags for current marketing year (2009-10).

Fundamental Outlook-Bull Market Correction-Coffee prices are correcting lower from their recent 13-year high. Fundamentals remain bullish due to tight supplies. Coffee production in 2009/10 fell -5.9% y/y to 120.6 mln bags (ICO), but production should rebound to 133-135 mln bags in 2010/11 (ICO). Brazil’s 2010/11 (Jul-Jun) production will rise 23% y/y to 55.3 mln bags on their favorable 2-yr cycle (USDA).”

Hier der link zum Bericht auf der Seite InsideFuture.com


Newedge is a leading broker in sugar, cocoa, coffee, and cotton contracts traded on the ICE Futures (formerly NYBOT) and Euronext LIFFE.” … und liefert Marktberichte zum Thema Kaffee.


Auch das noch! Einer Business Wire Meldung zu Folge gibt es einen Verdacht auf Insider-Trading beim Kaffeehandel. Hier der Originalauszug aus der Meldung:

“SAN FRANCISCO, Oct 04, 2010 (BUSINESS WIRE) — Hagens Berman Sobol Shapiro LLP announced it is investigating allegations of potential securities fraud made against Green Mountain Coffee Roasters Inc. /quotes/comstock/15*!gmcr/quotes/nls/gmcr (GMCR 28.41, -1.16, -3.92%) in U.S. District Court in Vermont on behalf of purchasers of the Company’s common stock between July 28, 2010 and September 28, 2010.

Hagens Berman is also looking into the facts surrounding the September 28th announcement by Green Mountain regarding an inquiry by the U.S. Securities and Exchange Commission into admitted accounting irregularities.

Under the Dodd-Frank Wall Street Reform and Consumer Protection Act signed into law in July, the SEC can award between 10 percent and 30 percent of any monetary sanctions of more than $1 million to whistleblowers who provide “original information” leading to a successful SEC enforcement.

Whistleblowers may remain anonymous by working through a private attorney in conveying the information to the SEC. Under the new law, whistleblowers are also granted expanded rights and protections against employer retaliation when disclosing information of corporate wrongdoing to the SEC.

Hagens Berman’s investigation is focused, among other things, on the reasons behind recent revenue recognition practices, the relationship between Green Mountain and its fulfillment vendors, including M Block & Sons Inc. (which accounted for 51 percent of the Company’s accounts receivable last year) and the possibility that channel stuffing may have hidden slowing growth. The investigation goes back to 2007 when management admits that its accounting irregularities arose.

Following the announcement of the accounting irregularities and the SEC inquiry, shares of the Company declined in after-hours trading by more than 15 percent — from a close of more than $37 per share to a low of $27.47 per share.

Details of the investigation can be found at http://www.hbsslaw.com/cases-and-investigations/GMCR.” …

Lesen Sie den Bericht auf marketwatch.com.


“Tanzania’s coffee prices rose at this week’s auction in line with the trend at the world market, despite a 40 percent increase in supply compared with last week, traders said on Friday.

State-run Tanzania Coffee Board (TCB) said 31,578 60-kg bags were offered at the sale and 30,335 bags were sold. A total of 22,511 60-kg bags were up for sale in the previous auction, with 19,010 bags sold.

“Overall average price at Moshi exchange for mild arabica was up by $3.00 per 50 kg and robusta was up by $2.75 compared to the last auction,” TCB said in its weekly report. …”<a href="http://af.reuters.com/article/investingNews/idAFJOE69101L20101002?sp=true&quot; more.

Geht der Kaffeepreis hoch oder runter?
(polls)

Source: Reuters.

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