Liveblog Archief dinsdag 12 januari 2021

De Dow Jones sloot de beursdag af met 0,2 procent winst en de Nasdaq ging 0,3 procent hoger. De S&P 500 nagenoeg vlak.

Veel besmettingen in de VS

Het coronavirus blijft de Verenigde Staten in zijn greep houden. Dagelijks komen er gemiddeld 200.000 besmettingen bij. Die toename verhoogt de druk op de ziekenhuizen.

Er waren ook cijfers over het aantal vacatures in de Verenigde Staten. In totaal waren er op het einde van november 6,5 miljoen vacatures. Het aantal ontslagen is wel toegenomen van 1,7 miljoen in oktober tot 2 miljoen in november.

Recordstand Goldman Sachs

Moderna gaat ervan uit dat zijn coronavaccin minstens 1 jaar bescherming kan bieden tegen het virus, een topman van het bedrijf melde dat aan een groep investeerders. Het aandeel sloot de beursdag af met 6,2 procent winst.

Het aandeel van de investeringsbank Goldman Sachs steeg met 2,8 procent tot 302 dollar. Dat is een nieuw record voor de bank. Die stijging kwam er onder meer nadat verschillende analisten hun koersdoel voor de bank hebben verhoogd. Een analist bij de investeringsbank JMP Securities verhoogde die bijvoorbeeld van 285 naar 320 dollar.

Het aandeel van Tesla herstelde nadat het maandag de dag lager had afgesloten. Dinsdag steeg het opnieuw met 4,7 procent. Sinds de start van het nieuwe jaar is het aandeel er al 22 procent op vooruitgegaan. Op jaarbasis bedraagt de stijging zelfs 800 procent.

Tot morgen voorbeurs ...

TOP NEWS
• Republicans face growing corporate backlash after Capitol assault
Republicans in the U.S. Congress faced growing blowback on Monday from businesses that said they would cut off campaign contributions to those who voted last week to challenge President-elect Joe Biden's victory.

• EU watchdog to review AstraZenenca-Oxford vaccine this month
Europe's drugs regulator will review the COVID-19 vaccine developed by AstraZeneca and Oxford University this month under an accelerated timeline, the watchdog said.

• Another Chinese city goes into lockdown amid new COVID-19 threat
China imposed new coronavirus curbs in areas near Beijing, putting 4.9 million people in Langfang city under lockdown as new infections raised worries about a second wave in a country that has mostly contained the disease.

• New U.S. tariffs on French, German aircraft parts, wines to start today
The U.S. government on Monday said it would begin collecting new duties on aircraft parts and other products from France and Germany from Tuesday after failing to resolve a 16-year dispute over aircraft subsidies with the European Union.

Jabs equal jobs? Fed sees possible economic boom if vaccine gets on track
One U.S. Federal Reserve official says there is now a "clearer focus" about the economy's path forward and a horizon for a fuller recovery. Another says the pandemic's "endgame" is here. A third predicts 2021 will prove "impressive." After a catastrophic spell when economic conditions were so confounded by the coronavirus that the Fed stopped making projections altogether, U.S. central bankers now like what they see.


BEFORE THE BELL
U.S. stock index futures edged higher as investors looked forward to earnings season beginning this week. European stocks were mixed. Japan’s Nikkei inched up to close at a fresh three-decade high, as drug makers led the charge on a report that Chugai Pharmaceutical's drug was effective in treating COVID-19 patients. Gold prices gained and the dollar was slightly lower as focus returned to prospects of inflation driven by more U.S. fiscal stimulus under President-elect Joe Biden. Oil hit an 11-month high as tighter supply and expectations of a drop in U.S. inventories offset concerns over climbing coronavirus cases globally. Job Openings and Labour Turnover Survey data is expected later in the day on U.S. economic schedule.


STOCKS TO WATCH
Moves
• Blackstone Group Inc: The hedge fund investor is bringing in a former endowment chief at Brown University as the co-head of its Blackstone Alternative Asset Management (BAAM) unit. The company has hired Joe Dowling to join John McCormick who has run the $78 billion hedge fund unit since early 2018, the company confirmed on Monday. The Wall Street Journal first reported the news. Blackstone's hedge fund unit backs new hedge funds, invests alongside hedge funds, buys majority stakes in them and offers internally run hedge funds. All businesses have expanded since McCormick was promoted to head the unit.​

In Other News
• Abercrombie & Fitch Co: The apparel retailer on Monday forecast holiday-quarter net sales to decline between 5% and 7%, as strong online demand was not enough to cushion the blow from temporary store closures and COVID-19 restrictions. The company had previously estimated net sales to decline between 5% and 10% for the quarter, with analysts expecting a 5.5% fall, according to IBES data from Refinitiv. Abercrombie also said it expected fourth-quarter gross profit rate to be up at least 130 basis points, compared to last year's 58.2%, as it discounted less.

• Alphabet Inc & Facebook Inc: The Biden administration should expand antitrust cases against Google and Facebook and encourage breaking up companies, according to a group whose founder is working with the president-elect's transition team. The American Economic Liberties Project, an influential Washington-based anti-monopoly group, issued a report with guidance for antitrust enforcers in the next administration. The group is led by Sarah Miller, who is working with President-elect Joe Biden's transition team and has been instrumental in making antitrust enforcement against Big Tech a mainstream issue. The group urged that the U.S. Justice Department make clear it will continue antitrust action against Google by expanding the scope of litigation beyond search to maps, travel and its app store.

• AstraZeneca Plc: Europe's drugs regulator will review the COVID-19 vaccine developed by AstraZeneca and Oxford University this month under an accelerated timeline, the watchdog said. The 27-member European Union is trying to speed up vaccinations after a slow start and as supply shortages oblige authorities to consider measures, such as extending the time between first and second shots. The European Medicines Agency (EMA) said it had received an application from the British drugmaker and could issue an opinion on a conditional marketing authorisation by Jan. 29 at a meeting of its human medicines committee (CHMP).

• Acacia Communications Inc & Cisco Systems Inc: Acacia said on Monday it had filed a counterclaim against Cisco, days after the network gear maker sought a court order asking Acacia to close the $2.84 billion deal it had ended. The optical component maker said it was seeking a declaration that it validly terminated the merger with Cisco, after the deal failed to obtain regulatory approval from China within the originally agreed time frame. Last week, Cisco said it had received the approval from China on Jan. 7 and sought confirmation from the Delaware Court of Chancery that it has met all conditions for closing the deal. Acacia, in response, said that an email dated Jan. 7 from an employee of China's State Administration for Market Regulation stating that Cisco's submission was "sufficient to address the relevant competition concerns", does not constitute regulatory approval. The company added that it intends to vigorously defend itself against Cisco's claims.

• Deutsche Bank AG: The bank will not do business in the future with U.S. President Donald Trump or his companies in the wake of his supporters' assault on the U.S. Capitol, the New York Times reported. Deutsche Bank is Trump's biggest lender, with about $340 million in loans outstanding to the Trump Organization, the president's umbrella group that is currently overseen by his two sons, according to Trump's disclosures with the U.S. Office of Government Ethics dated July 31 last year, plus banking sources. The move, reported by the NYT and citing a person familiar with the bank's thinking, comes as Signature Bank - where Trump's ethics disclosures show he has checking and money-market accounts - called for him to step down. "The resignation of the president ... is in the best interests of our nation and the American people," Signature Bank said on its website.

• Facebook Inc: The company’s operations chief Sheryl Sandberg said on Monday the world's largest social network had no plans to lift its block on the accounts of U.S. President Donald Trump, as the company clamped down on a phrase that has become a rallying cry for the president's supporters. Sandberg, speaking during the Reuters Next conference, said she was glad that Facebook had frozen Trump's accounts, which came as tech giants scrambled to crack down on his baseless claims about fraud in the U.S. presidential election amid riots in Washington last week. Hours later, the company banned the phrase "stop the steal" altogether, citing use of the term to organize events contesting the outcome of the U.S. presidential election that have a propensity for violence.

• GlaxoSmithKline PLC & Vir Biotechnology Inc: The drugmakers will evaluate a second antibody-based treatment in patients with mild to moderate COVID-19 in an early- to mid-stage trial, the companies said. The new trial, supported by England's National Health Service, is expected to begin in the first quarter of 2021 at multiple sites across the UK, the companies said in a joint statement. Preclinical data suggested the companies' monoclonal antibody (mAb) has the ability to clear infected cells and the potential to enhance virus-specific T cell function, which could help treat and/or prevent infection.

• Intel Corp: The company plans to tap Taiwan Semiconductor Manufacturing Co (TSMC) to make a second generation discrete graphics chip for personal computers that it hopes will help it combat the rise of Nvidia Corp, two sources familiar with the matter told Reuters. The chip, known as "DG2", will be made on a new chipmaking process at TSMC that has not yet been formally named but is an enhanced version of its 7-nanometer process, the two people familiar the matter said. With its graphics chips, Intel is looking to tap into the booming PC gaming market. Its DG2 chip is expected to be released late this year or in early 2022 and compete with Nvidia and AMD gaming chips that cost between $400 and $600, the sources said.

• PayPal Holdings Inc: The company said on Monday it had blocked a Christian crowdfunding site, GiveSendGo, after it helped raise funds for people who attended last week's event in Washington when supporters of President Donald Trump stormed the Capitol. The digital payments processor also confirmed to Reuters that it closed an account held by Ali Alexander, one of the organizers of the gathering. The news was reported earlier by Bloomberg, which cited an unidentified source.

• Salesforce.com Inc: The business software maker said on Monday it had "taken action" to prevent its tools from being used by the U.S. Republican National Committee in ways that could lead to further violence around the country's presidential transition. "We are all deeply troubled by the terrible events of January 6," Salesforce said, referring to supporters of U.S. President Donald Trump storming the Capitol last Wednesday. "And while we all hope that they are never repeated, sadly there remains a risk of politically incited violence across the country." Salesforce declined to specify the preventative action taken in regard to the RNC which the company said has been a long-standing customer. Its acceptable use policy, which is posted online, bars customers from using Salesforce services to promote illegal activity or mislead people about voting processes.

• Sinovac Biotech Ltd: Malaysia Pharmaniaga Bhd has signed an agreement with the company to purchase 14 million doses of ready-to-fill COVID-19 vaccines and later to manufacture the vaccine domestically, it said. Pharmaniaga said in a bourse filing that the company will carry out a fill-and-finish process of the vaccine in Malaysia, and will subsequently enter into local manufacturing, under license from Sinovac for its technology and know-how. Pharmaniaga Group Managing Director Zulkarnain Md Eusope said the company has a monthly fill-and-finish capacity of two million doses and that Sinovac's vaccine will be the first to be manufactured in Malaysia.

• Twitter Inc: The company said it has suspended more than 70,000 accounts since Friday that were primarily dedicated to sharing QAnon content after last week's violence in Washington when supporters of President Donald Trump stormed the U.S. Capitol. "Given the violent events in Washington, DC, and increased risk of harm, we began permanently suspending thousands of accounts that were primarily dedicated to sharing QAnon content on Friday afternoon", Twitter said in a blog late on Monday. "These accounts were engaged in sharing harmful QAnon-associated content at scale and were primarily dedicated to the propagation of this conspiracy theory across the service", the company said.

• Walt Disney Co: Disneyland, which has remained closed since March, will become the first large site to provide COVID-19 vaccinations in Orange County, California, government officials announced late on Monday. Disneyland will be the first Super Point-of-Dispensing (POD) sites in the county and become operational later this week, the district officials said in a statement. "The Disneyland Resort, the largest employer in the heart of Orange County, has stepped up to host the county's first Super POD site – undertaking a monumental task in our vaccination distribution process," said acting chairman Andrew Do, Orange County Supervisor, representing the First District.


ANALYSIS
Value stocks surge boosts 2020’s losers as investors bet on economic revival
Investors are weighing how much further a rally in value stocks can run, as expectations for greater fiscal spending under a Democrat-controlled Congress add momentum to the surging shares of companies that took a beating for most of 2020.


ANALYSTS' RECOMMENDATION
• Kraft Heinz Co: Jefferies raises target price to $34 from $32, noting the company’s turnaround potential and free cash flow yield.

• Mondelez International Inc: Jefferies raises target price to $66 from $62, stating the company remains a stable globally diversified compounder with strategic optionality with its coffee joint ventures.

• Skillz Inc: Stifel intiaties coverage with buy rating and target price of $28, saying the company will benefit from the favorable industry outlook for mobile gaming.


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
1000 (approx.) JOLTS job openings for Nov: Prior 6.652 mln


COMPANIES REPORTING RESULTS
No major S&P 500 companies are scheduled to report.


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0830 Albertsons Companies Inc: Q3 earnings conference call
0900 Concentrix Corp: Q4 earnings conference call
0900 UniFirst Corp: Annual Shareholders Meeting
1000 Parsley Energy Inc: Shareholders Meeting
1000 Pioneer Natural Resources Co: Shareholders Meeting
1700 KB Home: Q4 earnings conference call


EX-DIVIDENDS
InterDigital Inc: Amount $0.35
Winnebago Industries Inc: Amount $0.12

Goedemorgen
De nieuwe week start in ieder geval met winstnemingen op Wall Street en bij sommige sectoren zoals de Technologie waren die best fors. Laten we zeker niet vergeten dat de Nasdaq donderdag nog 300 punten hoger geraakte terwijl er vrijdag nog 150 punten bij kwamen. Dus de daling van gisteren stelt bekeken over de laatste 3 sessies amper wat voor. De Dow Jones verloor 90 punten, de SP 500 moest 25 punten inleveren. De Nasdaq 100 verloor 200 punten, Tesla moest uiteindelijk ook inleveren maandag ...

De AEX index verloor maandag 3 punten terwijl de DAX 112 punten lager de dag uitging. Vooral de langere lockdowns in meerdere landen in Europa zorgen voor wat twijfels al zien we nog geen echte verkoopdruk momenteel. Gisteren viel vooral Akzo op met een plus van 2%.

Verder speelt de afzettingsprocedure tegen Trump wel mee op de markt maar ook vanaf die kant nog niet echt een stevige reactie op de markten. Men wacht ook op de cijfers die vanaf deze week naar buiten komen. Vrijdag wordt het een drukke dag met de Amerikaanse banken Citigroup, JPMorgan en Wells Fargo.

Dan toch nog even iets wat opviel gisteren op Wall Street en iets wat ik me herinner uit 1999-2000 toen er ook van die aandelen waren die plots extreme stijgingen lieten zien na een bericht dat helemaal niet eens over dat bedrijf ging. Elon Musk stuurde de koers van een klein bedrijf na een verkeerd begrepen Tweed maar liefst 1200% omhoog over iets wat totaal niet met dat bedrijf te maken had, het aandeel steeg van 0,6 dollar naar 70 dollar gisteren en viel later helemaal weer terug.

Tesla zelf verloor 8% gisteren, blijkbaar ziet men nu in dat er toch concurrentie is. Vooral het Chinese Nio viel op na dat er het afgelopen weekend een nieuw elektrisch model werd gelanceerd. Nio won dan weer 7% maandag.

U kunt mij en dus @USMarkets uiteraard ook volgen via onze Twitter account, ga naar ... https://twitter.com/USMarkets waar ik tussentijds wat charts over de markt en sentiment plaats, ook opvallende beursfeiten komen er vaak langs !

Euro, olie en goud:
De euro zien we nu rond de 1.216 dollar, de prijs van een vat Brent olie komt uit op 56 dollar terwijl een troy ounce goud nu op 1860 dollar staat.

Strategische posities:
Er lopen nu wat posities, zodra u lid wordt ontvangt u de signalen en kunt u alles inzien via onze Tradershop op de website. We proberen in ieder geval met de markt mee te gaan, wat ik verwacht is dat de markt volatiel zal blijven, ook dit jaar zullen we moeten schakelen tussen long en short.

Maak nu gebruik van de proef aanbieding:
Mis in ieder geval de start van 2021 niet want er komen hoe dan ook hele mooie kansen ... Via deze aanbieding ... €39 tot 1 MAART 2021 ... Polleke €49 tot 1 MAART 2021 !!!

Systeem Trading (€39 tot 1 MAART)

Index Trading (€39 tot 1 MAART)

Guy Trading (€39 tot 1 MAART)

Polleke Trading (€49 tot 1 MAART)

Aandelen portefeuille (€30 tot 1 MAART)

COMBI TRADING (€79 tot 1 MAART)

Tussenstand deze maand januari 2021:

Resultaat afgelopen maand december 2020:

Met vriendelijke groet,
Guy Boscart

GLOBAL TOP NEWS
Democrats in the U.S. House of Representatives plan to impeach Donald Trump on Wednesday unless he steps down or is removed before then, after drawing up charges accusing him of inciting insurrection ahead of last week's siege of the Capitol.

The U.S. government on Monday said it would begin collecting new duties on aircraft parts and other products from France and Germany from Tuesday after failing to resolve a 16-year dispute over aircraft subsidies with the European Union.

Prime Minister Boris Johnson said on Monday Britain was in "a race against time" to roll out COVID-19 vaccines as deaths hit record highs and hospitals ran out of oxygen, and his top medical adviser said the pandemic's worst weeks were imminent.


EUROPEAN COMPANY NEWS
The European Union is in talks with Moderna to order more of its COVID-19 vaccine despite the company seeking a higher price, and is also trying to close COVID-19 vaccine deals with Valneva and Novavax, according to two EU officials and an internal document.

British retailers called on the police to help enforce the wearing of masks to limit the spread of COVID-19, with two of the biggest supermarkets saying on Monday they would challenge people who were flouting the rules.

British retailer Marks & Spencer has purchased the Jaeger brand from its administrators as part of a strategy to bolster its clothing division with new names, it said on Monday.


TODAY'S COMPANY ANNOUNCEMENTS
Impax Environmental Markets PLC Annual Shareholders Meeting
RDL Realisation PLC Shareholders Meeting
Sodexo SA Annual Shareholders Meeting​


ECONOMIC EVENTS (All times GMT)0530 Netherlands CPI yy NSA for Dec: Prior 0.8%0530 (approx.) Netherlands CPI mm NSA for Dec: Prior -0.8%0530 (approx.) Netherlands CPI NSA for Dec: Prior 107.60900 (approx.) Italy Retail Sales mm SA for Nov: Prior 0.60%0900 (approx.) Italy Retail Sales yy NSA for Nov: Prior 2.90%

DEBT AUCTIONSBelgium - Reopening of 4-month and 1-year government debt auctions.Italy - Reopening of 1-year government debt auction.
Netherlands - Reopening of 31-year government debt auction. Spain - Reopening of 6-month and 1-year government debt auctions.
Switzerland - Reopening of 3-month government debt auction. United Kingdom - Reopening of 7-year and 34-year government debt auctions.