Liveblog Archief donderdag 17 september 2020

Net winst genomen op de short posities op onder andere de Nasdaq, de DAX en de AEX index, zo komen we zoals u ziet op een mooie tussenstand voor wat betreft de maand september. Er komen snel weer nieuwe kansen aan, zowel LONG als SHORT, zorg dat u erbij bent in ieder geval want zodra u lid bent ontvangt u de signalen per mail en SMS ... En dat via de NIEUWE aanbieding nu tot 1 DECEMBER voor €39 ...

Schrijf u meteen in via de volgende link en u staat meteen op de lijst ... https://www.usmarkets.nl/trade... Hieronder ziet u de resultaten voor de maand september in de tabel ... Tot snel, lid worden is zeker het overwegen waard want ik merk dat ik de goeie FLOW weer te pakken krijg ...

https://www.usmarkets.nl/trade... om u in te schrijven, nu dus tot 1 DECEMBER !!!

TOP NEWS
• Fed's Powell sees a long road to 'maximum employment'
The way Federal Reserve Chair Jerome Powell sees it, the U.S. labor market has a long way to go to meet the central bank's maximum employment goal and a lot of boxes to tick along the way.
• EQT bids for Chevron U.S. shale-gas assets in Appalachia – source
EQT, the largest U.S. natural gas producer by volume, has placed a bid on Chevron's Appalachia gas properties and a pipeline stake, people familiar with the matter said.
• Moderna would seek limited emergency use of COVID-19 vaccine based on early data
If Moderna's COVID-19 vaccine proves to be at least 70 percent effective, the company plans to seek emergency authorization for its use in high-risk groups, the company's chief executive told Reuters.
• ByteDance says China will have to approve its U.S. TikTok deal
China will need to approve ByteDance's proposed deal with Oracle for its TikTok app, the Chinese company said, indicating how its bid to stave off a ban in the United States could be further complicated.
• Southwest temporarily grounds 130 Boeing 737-800 airplanes over weight data
Southwest Airlines said late Wednesday it temporarily grounded 130 Boeing 737-800 aircraft after it discovered discrepancies in aircraft weight data.​


BEFORE THE BELL
U.S. stock futures fell as investors braced for data likely to show persistently high levels of weekly jobless claims, adding to concerns about an economic rebound a day after the Federal Reserve issued an underwhelming stimulus plan. European shares tracked declines in Asian stock markets. The dollar erased gains after rebounding across the board in late Asian trade. Oil prices were little changed and gold prices slipped.​


STOCKS TO WATCH
• Alphabet Inc (GOOGL) & Facebook Inc (FB). Facebook will be "weakened" if it stops Australians from sharing news so the company can avoid paying for content under proposed laws, Australia's top antitrust regulator said. Australia has proposed forcing Facebook and internet search giant Google to pay local media outlets for content, drawing strong opposition from the U.S. companies in a dispute that is being watched by regulators and news organisations around the world. Meanwhile, Facebook-backed Libra project has appointed former HSBC European head James Emmett to lead Libra's operational unit tasked with developing and operating the project's cryptocurrency payments system, the Libra Association said.
• Amgen Inc (AMGN) & Eli Lilly and Co (LLY). Eli Lilly has partnered with Amgen to increase the supply of its experimental COVID-19 antibody treatments, a day after one of the drugs was shown to reduce the need for hospitalization. Through the collaboration, the two companies will have the ability to scale up production should one or more of Lilly's antibody therapies prove receive regulatory approval, the companies said in a statement.
• Applied Materials Inc (AMAT) & Lam Research Corp (LRCX). The companies that supply the chip sector with sophisticated and expensive equipment plan to warn the Trump administration against a proposal to blacklist China's top chipmaker, Semiconductor Manufacturing International Corp, arguing it would be "detrimental" to U.S. industry. The companies are represented by the semiconductor and electronics manufacturing suppliers industry group SEMI, which drafted a letter seen by Reuters that could be sent as soon as this week to Commerce Department Secretary Wilbur Ross. "We urge the Department to carefully consider the immediate and long-term detrimental impacts to U.S. industry, economic and national security that may result from the addition of SMIC to the Entity List," said the group, which has 2,400 members worldwide, including SMIC and U.S. chip equipment makers Lam Research and Applied Materials.
• AT&T Inc (T). AT&T’s Warner Bros Games on Wednesday unveiled a Harry Potter game, "Hogwarts Legacy," that will let players experience life as a student at the Hogwarts School of Witchcraft and Wizardry in the 1800s. The role-playing videogame, developed by Disney Infinity developer Avalanche, will release next year for Microsoft's Xbox Series S, Series X, and Xbox One consoles, as well as Sony's PlayStation 5, PlayStation 4 and PlayStation 4 Pro, and PC.
• BioNTech SE (BNTX) & Novartis AG (NVS). BioNTech is buying a production site for its coronavirus vaccine hopeful from Novartis to boost output by several million doses next year and hopes to have the shot ready to file for approval in October. Chief Executive Ugur Sahin said its experimental vaccine, which it is developing with Pfizer, could be reviewed by regulators in late October or early November, among the first in the western world.
• Boeing Co (BA) & Southwest Airlines Co (LUV). The company said late Wednesday it temporarily grounded 130 Boeing 737-800 aircraft after it discovered discrepancies in aircraft weight data. The Dallas-based airline said in a statement that "out of an abundance of caution, we have temporarily ceased flying the respective aircraft to enter the correct weights of the aircraft in question into the system and reset the program." Southwest said the discrepancy in weight data is 75 lbs.
• Chevron Corp (CVX), EQT Corp (EQT) & Phillips 66 (PSX). Storm-tossed U.S. offshore energy producers and exporters began clearing debrisfrom Hurricane Sally and booting up idle Gulf of Mexico operations after hunkering down for five days. Crews returned to at least 30 offshore oil and gas platforms. Chevron began restaffing its Blind Faith and Petronius platforms in the Gulf of Mexico. Meanwhile, Phillips 66, which shut its 255,600-bpd Alliance, Louisiana, oil refinery ahead of the storm, said it was advancing planned maintenance at the facility and would keep processing halted. Separately, EQT has placed a bid on Chevron Corp's Appalachia gas properties and a pipeline stake, people familiar with the matter said. EQT offered $750 million for the properties, one of the people familiar with the matter said.
• General Motors Co (GM). Delays to General Motors' sale of its Indian plant to Great Wall Motor due to tensions between India and China are likely to result in hefty unplanned costs for the U.S. automaker, people familiar with the matter said. Gaining Indian government approval for China-related deals is now expected to take quite some time and although the sale should still happen at some point, GM has not changed its plan to begin winding down the plant's operations next month, they said.
• Moderna Inc (MRNA). If Moderna's COVID-19 vaccine proves to be at least 70 percent effective, the company plans to seek emergency authorization for its use in high-risk groups, the company's chief executive told Reuters. Moderna's vaccine candidate - mRNA-1273 - is nearing the finish line in its push to enroll 30,000 individuals in a late-stage trial of a novel coronavirus vaccine. But the company may be able to declare victory early if it is able to show that people who got the vaccine fared much better in its trial that people who didn't.
• Oracle Corp (ORCL). China will need to approve ByteDance's proposed deal with Oracle for its TikTok app, the Chinese company said, indicating how its bid to stave off a ban in the United States could be further complicated. Oracle has submitted a proposal to the Trump administration that will allow it to become a technology partner in the TikTok app, as ByteDance hopes to head off a Trump order that it divest TikTok's U.S. operations. But U.S. President Donald Trump on Wednesday raised questions about ByteDance's plans to keep a majority stake in TikTok's U.S. operations and said he did not favor the idea of the Chinese firm retaining control, after six Republican lawmakers urged him to reject the proposal.
• Sinovac Biotech Ltd (SVA). Sinovac Biotech has partnered with Alibaba Health Information Technology to build a platform for people to book inoculation with a potential coronavirus vaccine, said the company. The two firms signed a strategic pact about the platform, which will also offer services such as follow-up checks after vaccinations and proof of vaccination, Sinovac said on China's WeChat social media. Separately, the Chinese vaccine maker plans to start a clinical trial of its experimental coronavirus vaccine with children and adolescents later this month, widening its test on a shot that's already in the final stage of study with adults.
• Sony Corp (SNE). Sony Corp said its next-generation PlayStation 5 console would launch in November priced at $499.99 and $399.99 for a version without a disk drive, as it squares off against rival Microsoft Corp's Xbox console. The pricing announcement sets the stage for a year-end showdown between Xbox and PlayStation, as consumers continue to flock to gaming optimised consoles offering exclusive titles.
• Uber Technologies Inc (UBER). The company is planning to sell part of its $6.3 billion stake in Chinese ride-hailing firm Didi Chuxing to raise cash, Bloomberg News reported, citing people familiar with the matter. CEO Dara Khosrowshahi is in talks about the sale with Didi and SoftBank Group Corp, with a possible scenario of the Japanese conglomerate teaming up with other investors to acquire Uber's 15% stake in Didi, according to the report.
• Walt Disney Co (DIS). Disney's live-action remake of "Mulan" opened to a lacklustre reception in Hong Kong, where pro-democracy activists have been leading calls to boycott the movie. Based on a Chinese folk story, the film has provoked a backlash in the Chinese-ruled city and elsewhere over its star's comments of support for Hong Kong police during protests last year and for being partly filmed in the Xinjiang region. At Mong Kok Broadway Theatre, in a popular protest area, Mulan sold one third of the tickets at its debut according to frontdesk staff, around 20% fewer than local movie "i'm livin' it" by Hing Fan Wong, which debuted at the same time.​


ANALYSIS
ByteDance's bid to keep most of TikTok faces major hurdles
China's ByteDance faces an uphill struggle to convince the White House to allow it to keep majority ownership of its popular short video app TikTok in the United States, according to former national security officials and regulatory lawyers.


ANALYSTS' RECOMMENDATION
• ACI Worldwide Inc (ACIW). Compass Point initiates coverage with $40 target price, given the company’s attractive end-markets and diversified customer base.
• AutoZone Inc (AZO). Stephens raises target price to $1,420 from $1,300, ahead of the company’s Q4 earnings, factoring higher same-store sales growth and fixed cost leverage.
• CVS Health Corp (CVS). Piper Sandler initiates coverage with overweight rating, saying the company’s asset integration will lead to better member care, membership growth and drive lower cost trends.
• GameStop Corp (GME). Jefferies raises target price to $10 from $8, stating the company’s shares will benefit in the very near-term from a series of headline events surrounding next-gen console launches.
• Revolve Group Inc (RVLV). MKM Partners initiates coverage with buy rating, saying the unique core competencies position the company to gain share, particularly in a post-COVID environment, and include a well-tenured and cohesive management team, differentiated assortment, strong brand connection, as well as the strength of its direct-to-consumer model and supply chain, which are backed by industry-leading technology investments.​


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0830 Building permits: number for Aug: Expected 1.520 mln; Prior 1.483 mln
0830 Building permits: change mm for Aug: Prior 17.9%
0830 Housing starts: number for Aug: Expected 1.478 mln; Prior 1.496 mln
0830 Housing starts: change mm for Aug: Prior 22.6%
0830 Initial jobless claims: Expected 850,000; Prior 884,000
0830 Jobless claims 4-week average: Prior 970,750
0830 Continued jobless claims: Expected 13.0 mln; Prior 13.385 mln
0830 (approx.) Philly Fed Business Index for Sep: Expected 15.0; Prior 17.2
0830 (approx.) Philly Fed 6M Index for Sep: Prior 38.80
0830 (approx.) Philly Fed Capex Index for Sep: Prior 23.00
0830 (approx.) Philly Fed Employment for Sep: Prior 9.00
0830 (approx.) Philly Fed Prices Paid for Sep: Prior 15.30
0830 (approx.) Philly Fed New Orders for Sep: Prior 19.00


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


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 Oak Street Health Inc (OSH). Q2 earnings conference call
0830 Cantel Medical Corp (CMD). Q4 earnings conference call
0930 Herman Miller Inc (MLHR). Q1 earnings conference call
1130 Eaton Vance Corp (EV). Shareholders Meeting
1300 Nike Inc (NKE). Annual Shareholders Meeting
1630 Acutus Medical Inc (AFIB). Q2 earnings conference call​


EXDIVIDENDS
ADT Inc (ADT). Amount $0.03
Advance Auto Parts Inc (AAP). Amount $0.25
Albemarle Corp (ALB). Amount $0.38
Altra Industrial Motion Corp (AIMC). Amount $0.04
Avient Corp (AVNT). Amount $0.20
Belden Inc (BDC). Amount $0.05
Flowserve Corp (FLS). Amount $0.20
Hill-Rom Holdings Inc (HRC). Amount $0.22
Hudson Pacific Properties Inc (HPP). Amount $0.25
Uniti Group Inc (UNIT). Amount $0.15

Goedemorgen
De Dow Jones sloot amper in de plus met 37 punten winst, dat is veel minder dan de plus 360 punten die er net na 20:00 op de borden verscheen na de FED rente beslissing. Het was na de persbabbel van Powell dat het begon te zakken allemaal en behoorlijk richting het slot op Wall Street. Daarom bleef er amper winst over bij de Dow, de S&P 500 moest zelfs 0,5% prijsgeven terwijl de Nasdaq 100 met 192 punten omlaag moest. De Nasdaq zelf verloor 140 punten gisteren. Vanmorgen zien we dat de futures verder inleveren, de Dow zo'n 265 punten, de SP 500 tot 37 punten terwijl de Nasdaq 100 future weer 135 punten lager uitkomt.

De Amerikaanse centrale bank veranderde niets aan het beleid en verwacht zelfs dat de rente nog tot en met 2023 blijft zoals die nu is. Jerome Powell gaf wel aan dat het economische herstel iets sneller gaat dan verwacht, maar hij zei gelijktijdig erbij dat de steun van de overheid noodzakelijk zal blijven door de onzekerheden rondom COVID-19 en dan vooral de tijd dat het nog zal duren. In tegenstelling tot Trump die zegt dat er een vaccin is over 3 tot 4 weken horen we via de FED toch geheel andere geluiden.

Trouwens, Trump komt steeds meer onder druk te liggen vooral door dat hij zoals we dat noemen verstrikt geraakt in zijn eigen leugens. Iedereen heeft het verkeerd gedaan behalve hijzelf roept hij steevast maar denk eens na welke puinhoop hij (op de langere termijn) veroorzaakt in de VS. De vraag is dan, wie moeten we geloven? Trump of de FED, de ene ziet alles opgelost in een mum van tijd, de andere ziet het nog een lange tijd moeilijk verlopen. De tijd zal het ons leren, ben benieuwd of Trump nog een witte duif uit zijn hoed kan toveren voor begin november. De tijdlijn wordt met de dag korter natuurlijk ...

De Dow Transport bleef goed liggen gisteren vooral door dat FedEx met sterke cijfers kwam, het aandeel kreeg er dan ook bijna 6% bij. Een ander opvallend aandeel was Kodak, een plus van 37% deze keer na berichten dat er toch geen misleiding kwam over de steun die ze kregen. Kodak is dan ook een echt gok aandeel geworden dat door de Robin Hood's op de radar staat. Kodak ligt al jaren stil en deed amper wat, nu plots zien we extreme bewegingen bij dat aandeel.

De techsector leverde behoorlijk in en lijkt onderweg om de winst van maandag en dinsdag te neutraliseren, ook vanmorgen erbij genomen via de future standen. De zwaargewichten leverden in waardoor Apple 3% lager sloot, Alphabet verloor 1,5% terwijl Amazon 2,5% lager de sessie afsloot. Microsoft sloot bijna 2% lager, Facebook. liet 3,5% liggen en Nvidia moest 4% inleveren.

Beleggers zien dat de markt na 2 dagen met herstel weer tractie lijkt te verliezen, of dat nu door de FED komt, of door de technische indicaties maakt niet zoveel uit, het meest belangrijke van alles is en blijft de economische situatie die er niet echt beter op wordt en pakken we daar de waarderingen van de aandelen bij dan zie je dat die bij de zwaargewichten extreem waren en vooral blijven. Als de winst dan ook gaat teruglopen de komende kwartalen wat op zich logisch zou zijn dan moet er een behoorlijke correctie volgen en mogelijk is die nu aan de gang. Vergeet niet dat de Dow nog ver onder de top staat nu, de Nasdaq net zo. We gaan het zien ... In ieder geval zitten we rustig in de markt met wat posities die de leden makkelijk en op tijd hebben kunnen opnemen. We gaan zien of er wat kan worden gedaan in de loop van de sessie ... Dan weer op naar wat nieuwe kansen die er ook zeker weer gaan komen ...

Wat kunnen we doen wat betreft nieuwe posities:
Zoals ik al aangaf in de vorige updates werden er wat kleine posities opgenomen, de lopen dus nog en ik zal zien tot waar ik die kan aanhouden. De leden weten de details en wachten dus op een signaal om te sluiten. Men kan eventueel nog mee door lid te worden, er loopt dus een aanbieding voos €39 tot 1 NOVEMBER ...

Lid worden kan via de aanbieding die loopt tot 1 NOVEMBER, lid worden kan nu voor €39, een proefabonnement. Om u in te schrijven ga naar https://www.usmarkets.nl/tradershop en dan staat u meteen op de lijst.

Verder zijn we de maand september goed begonnen, zie hieronder de tabel met het resultaat van de gesloten posities .... Systeem Trading staat nu al op €866 winst en we gaan voor meer want september duurt nog even ...

Tot later ... Guy

GLOBAL TOP NEWS
The head of the European Commission said on Wednesday the chances of reaching a trade deal with Britainwere fading by the day as the British government pushes ahead with moves that would breach their divorce treaty.

The Federal Reserve on Wednesday vowed to keep interest rates near zero until inflation is on track to overshoot the U.S. central bank's 2% target, a bold new promise aimed at bringing millions of out-of-work Americans back to the labor market.

President Donald Trump took exception on Wednesday to comments from the director of the U.S. Centers for Disease Control and Prevention, who said a vaccine for the novel coronavirus could be broadly rolled out in mid-2021 and that masks might be even more effective.​


EUROPEAN COMPANY NEWS
Chemicals giant Bayer and the U.S. government cooperated closely last year to lobby Thailand to reverse its ban on glyphosate, used in the company's controversial weedkiller Roundup, documents obtained by an environmental group and reviewed by Reuters show.

The adverse events that led to a pause in trials evaluating AstraZeneca's COVID-19 vaccine candidate may not have been associated with the vaccine itself, according to a document outlining participant information that was posted online by the Oxford University.

Germany's Deutsche Boerse and Swiss stock exchange operator Six have launched a charm offensive to win the backing of Italian officials before submitting final bids for the Milan bourse, sources familiar with the matter told Reuters.​


TODAY'S COMPANY ANNOUNCEMENTS
Advanced Bitcoin Technologies AG Annual Shareholders Meeting
Ales Groupe SA Annual Shareholders Meeting
AS Roma SpA Shareholders Meeting
Baccarat SA Annual Shareholders Meeting
Begbies Traynor Group PLC Annual Shareholders Meeting
Clinigen Group PLC FY 2020 Earnings Call
FastForward Innovations Ltd Annual Shareholders Meeting
FIH Group PLC Annual Shareholders Meeting
Gabriel Resources Ltd Annual Shareholders Meeting
Geox SpA HY 2020 Earnings Call
Global Bioenergies SA Annual Shareholders Meeting
Gresham House Strategic PLC Annual Shareholders Meeting
IG Group Holdings PLC Annual Shareholders Meeting
Integragen SA Annual Shareholders Meeting
Keywords Studios PLC HY 2020 Earnings Call
Kier Group PLC FY 2020 Earnings Release
Limes Schlosskliniken AG Annual Shareholders Meeting
Marinomed Biotech AG Annual Shareholders Meeting
Modern Water PLC Annual Shareholders Meeting
Muehlbauer Holding AG Annual Shareholders Meeting
Neovacs SA Annual Shareholders Meeting
Next PLC HY 2020 Earnings Release
Ormonde Mining PLC Annual Shareholders Meeting
Oxford BioMedica PLC HY 2020 Earnings Call
Playtech PLC HY 2020 Earnings Call
Real Estate Credit Investments Ltd Annual Shareholders Meeting
Regenbogen AG Annual Shareholders Meeting
Rubis SCA HY 2020 Earnings Call
Ryanair Holdings PLC Annual Shareholders Meeting
Secured Income Fund PLC Shareholders Meeting
Societe Pour l Informatique Industrielle SA Annual Shareholders Meeting
Soprano Oyj Annual Shareholders Meeting
Spire Healthcare Group PLC HY 2020 Earnings Release
Spobag AG Annual Shareholders Meeting
Stentys SA Annual Shareholders Meeting
Trakm8 Holdings PLC Annual Shareholders Meeting
Trilogiq SA Annual Shareholders Meeting
Virbac SA HY 2020 Earnings Call


ECONOMIC EVENTS (All times GMT)
0600 Switzerland Trade for Aug: Prior 3,379 mln CHF
0700 (approx.) Austria HICP mm for Aug: Prior -0.1%
0700 (approx.) Austria HICP yy for Aug: Prior 1.8%
0700 (approx.) Austria CPI yy NSA for Aug: Prior 1.59%
0700 (approx.) Austria CPI mm NSA for Aug: Prior 0.19%
0700 (approx.) Austria CPI NSA for Aug: Prior 108.3
0800 (approx.) Italy Trade Balance EU for Jul: Prior 1.557 bln EUR
0800 (approx.) Italy Global Trade Balance for Jul: Prior 6.232 bln EUR
0900 (approx.) Euro Zone Construction Output mm for Jul: Prior 4.04%
0900 Euro Zone HICP Final mm for Aug: Expected -0.4%; Prior -0.4%
0900 Euro Zone HICP Final yy for Aug: Expected -0.2%; Prior -0.2%
0900 Euro Zone HICP-X F&E mm for Aug: Expected -0.4%; Prior -0.3%
0900 Euro Zone HICP-X F&E Final yy for Aug: Expected 0.6%; Prior 0.6%
0900 Euro Zone HICP-X F, E, A, T Final mm for Aug: Expected -0.5%; Prior -0.5%
0900 Euro Zone HICP-X F,E,A&T Final yy for Aug: Expected 0.4%; Prior 0.4%
1000 (approx.) Portugal Current Account Balance for Jul: Prior -3.070 bln EUR
1100 (approx.) United Kingdom BOE Bank Rate for Sep: Expected 0.10%; Prior 0.10%
1100 (approx.) United Kingdom Asset Purchase Program for Sep: Expected 745 bln GBP; Prior 745 bln GBP
1100 (approx.) United Kingdom GB BOE QE Gilts for Sep: Expected 725 bln GBP; Prior 725 bln GBP
1100 (approx.) United Kingdom GB BOE QE Corp for Sep: Expected 20 bln GBP; Prior 20 bln GBP
1100 (approx.) United Kingdom BOE MPC Vote Hike for Sep: Expected 0; Prior 0
1100 (approx.) United Kingdom BOE MPC Vote Unchanged for Sep: Expected 9; Prior 9
1100 (approx.) United Kingdom BOE MPC Vote Cut for Sep: Expected 0; Prior 0