Liveblog Archief donderdag 24 december 2020

TOP NEWS
• On cusp of Brexit trade deal, EU and UK haggle over fish
Britain and the European Union were on the cusp of striking a narrow trade deal, swerving away from a chaotic finale to a Brexit split that has shaken the 70-year project to forge European unity from the ruins of World War Two.

• Democrats want rushed vote on Trump's $2,000 coronavirus aid checks
Democrats in the U.S. House of Representatives aim to win quick passage of legislation providing $2,000 in direct payments to Americans as part of a coronavirus economic relief initiative after President Donald Trump unexpectedly insisted on the provision.

• China launches antitrust probe into tech giant Alibaba
China has launched an antitrust investigation into Alibaba Group and will summon the tech giant's Ant Group affiliate to meet in coming days, regulators said, in the latest blow for Jack Ma's e-commerce and fintech empire.

• Pandemic prompts Wall Street to look south for Florida's life and work benefits
A bevy of Wall Street executives, bankers and fund managers are abandoning New York for Florida, embracing the Sunshine State over metropolitan New York as the coronavirus pandemic has eliminated many benefits of working from a global financial hub.

• Brazil institute says CoronaVac efficacy above 50%, but delays full results
Brazilian researchers said on Wednesday the COVID-19 vaccine developed by China's Sinovac Biotech is more than 50% effective based on trial data, but again withheld full results at the company's request, raising questions about transparency.


BEFORE THE BELL
U.S. stock futures pointed to a stronger opening for indexes and world stocks rallied as Britain and the European Union closed in on a free-trade deal and investors wagered on a global economic recovery. Gold prices rose, supported by a weaker dollar ahead of the trade deal and as uncertainties around a new variant of the coronavirus overshadowed vaccine optimism. Oil prices edged down but were holding well above $50 per barrel in light holiday trade as a drop in U.S. stockpiles spurred demand hopes.​


STOCKS TO WATCH
• Alibaba Group Holding Ltd (BABA). China has launched an antitrust investigation into the company and will summon the tech giant's Ant Group affiliate to meet in coming days, regulators said, in the latest blow for Jack Ma's e-commerce and fintech empire. Regulators have warned Alibaba about the so-called "choosing one from two" practice under which merchants are required to sign exclusive cooperation pacts preventing them from offering products on rival platforms. The State Administration for Market Regulation said that it had launched a probe into the practice. Financial regulators will also meet with Alibaba's Ant Group fintech arm in coming days, according to a separate statement by the People's Bank of China, casting another cloud over a potential revival of the share sale.

• American Airlines Group Inc (AAL). The airlines said on Wednesday it is moving forward with plans to bring back furloughed workers and give them pay checks by Dec. 24, even after President Donald Trump threatened to veto a coronavirus relief bill. "While this is an unexpected development, we are moving forward with recall plans and furloughed team members will receive funds in their accounts on Christmas Eve as planned," a spokeswoman for American said. Nearly 8,000 American Airlines flight attendants have already received recall letters, the company said, and similar letters are going out in phases to other employees across the company. The letters, sent by email and FedEx, ask flight attendants to either accept the recall or resign by Jan. 4.

• Apollo Global Management Inc (APO). The company said on Wednesday a group of institutional investors led by the private-equity firm would buy a 49.9% stake in Anheuser-Busch InBev's U.S.-based metal container plants for about $3 billion. AB InBev separately said the deal would allow it to generate proceeds to repay debt and create shareholder value and added it would retain operational control of the plants. The brewer said it has signed a long-term supply agreement for meeting its can needs over the duration of the deal with Apollo.

• Facebook Inc (FB). The company said it has removed the page of Australian celebrity chef turned conspiracy theorist Pete Evans for spreading misinformation about COVID-19, the tech giant's latest move to police false content about the pandemic. Evans, a former judge on prime time Australian cooking shows with a large catalogue of cookbooks, has become one of the country's most prominent spreaders of baseless claims questioning COVID-19, calling it a "hoax" and "BS" to his million Facebook followers. He has also urged people not to get tested for the virus or take a vaccine. "We don't allow anyone to share misinformation about COVID-19 that could lead to imminent physical harm or (about) COVID-19 vaccines that have been debunked by public health experts," Facebook said in a statement.

• Moderna Inc (MRNA). The company said on Wednesday it expects that the immunity induced by its COVID-19 vaccine would be protective against the coronavirus variants reported in the UK. The company said it plans to run tests to confirm the vaccine's activity against any strain. The company said it expects its vaccine, which was recently granted the U.S. emergency use authorization, to be protective against the UK variant based on data to date. "We have already tested sera from animals and humans vaccinated with the Moderna COVID-19 Vaccine against a number of previous variants of the SARS-CoV-2 virus that have emerged since the first outbreak of the pandemic and found our vaccine to remain equally effective," Moderna said.

• Pfizer Inc (PFE) & Johnson & Johnson (JNJ). South Korea has signed deals with Pfizer and Johnson & Johnson’s Janssen to import coronavirus vaccines to cover up to 16 million people, as it grapples with the third wave of the pandemic, the prime minister said on Thursday. The government has faced growing public pressure over their COVID-19 vaccine procurement plans as the country reported its second-highest daily tally of cases on Wednesday. Pfizer’s two-dose vaccine, developed with German partner BioNTech, will be enough to cover 10 million people and its shipment is expected in the third quarter of 2021. "We are mobilising the entire national capabilities to bring in the shipments within the second quarter," Prime Minister Chung Sye-kyun told a televised briefing. "The negotiation is underway."​ Separately, French medical regulator has said it had approved the vaccine developed by Pfizer and BioNTech for France's vaccination rollout, after the European Medicines Agency gave its go-ahead on Monday.​

• Sinovac Biotech (SVA). Brazilian researchers said on Wednesday the COVID-19 vaccine developed by the comapny is more than 50% effective based on trial data, but again withheld full results at the company's request, raising questions about transparency. Officials from the Sao Paulo state government's Butantan Institute declined to specify the efficacy rate from a trial they led with 13,000 volunteers, citing contractual obligations with Sinovac. They said, however, the vaccine was effective enough against the novel coronavirus for it to be approved for emergency use in Brazil. Health regulator Anvisa has stipulated an efficacy rate of at least 50% for vaccines in the pandemic.


SPECIAL REPORT
How a British COVID-19 vaccine went from pole position to troubled start
On June 5, researchers at the University of Oxford quietly made a change to a late-stage clinical trial of their COVID-19 vaccine. In an amendment noted in a document marked CONFIDENTIAL, they said they were adding a new group of participants. The adjustment might seem minor in a large-scale study. But it masked a mistake that would have potentially far-reaching consequences: Many of the United Kingdom trial subjects had inadvertently been given only about a half dose of the vaccine.​


ANALYSTS' RECOMMENDATION
• Capital Bancorp Inc (CBNK). KBW raises price target to $15 from $14, following the company's recently expired dutch auction which saw it repurchase shares and an increased outlook for mortgage revenue in the fourth quarter.

• Intra-Cellular Therapies Inc (ITCI). RBC raises price target to $40 from $36, stating that the company's Caplyta treatment for schizophrenia had favorable commercial potential and positive data in bipolar depression.

• MVB Financial Corp (MVBF). KBW raises price target to $21 from $19, citing management's committment to a more positive outlook, driven by higher credit card and mortgage fees and a higher core Net Interest Margin.

• Paychex Inc (PAYX). Jefferies raises price target to $95 from $85, following strong second-quarter results that beat estimates, driven by increases in the client base and higher penetration of add-on solutions.

• Prothena Corporation PLC (PRTA). RBC raises price target to $14 from $12, noting that the company's lead asset prasinezumab is a potential disease-modifying agent for the treatment of Parkinson’s disease and is entering into phase-2 trials in 2021.


ECONOMIC EVENTS
No economic indicators are scheduled for release.


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


CORPORATE EVENTS
No major events are scheduled for the day.​


EXDIVIDENDS
Alexander & Baldwin Inc (Hawaii) (ALEX). Amount $0.15
Altria Group Inc (MO). Amount $0.86
American Tower Corp (AMT). Amount $1.21
Balchem Corp (BCPC). Amount $0.58
Cerner Corp (CERN). Amount $0.22
CME Group Inc (CME). Amount $2.50
Danaher Corp (DHR). Amount $0.18
Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI). Amount $0.34
HCA Healthcare Inc (HCA). Amount $0.26
Independent Bank Corp (Massachusetts) (INDB). Amount $0.46
International Flavors & Fragrances Inc (IFF). Amount $0.77
JBG SMITH Properties (JBGS). Amount $0.22
Portland General Electric Co (POR). Amount $0.40
Steelcase Inc (SCS). Amount $0.10
Zimmer Biomet Holdings Inc (ZBH). Amount $0.24​

Goedemorgen
Een halve sessie vandaag maar de DAX blijft dicht door kerst avond, verder zien we dat de indices het gisteren goed deden door dat er een deal tussen de EU en het VK aan zit te komen, daarom was Europa optimistisch met de DAX die 169 punten hoger wist te geraken terwijl de AEX 5 punten hoger sluit om weer boven de 620 punten te geraken.

Wall Street liet dan weer een verdeeld beeld zien met een plus van 114 punten voor de Dow Jones terwijl de Nasdaq 37 punten lager moest, de Nasdaq 100 verloor zelfs 65 punten. De brede S&P 500 waar nu ook Tesla deel van uitmaakt won 3 punten gisteren.

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 !

Het sentiment werd bepaald door dat de grens tussen het VK en Europa weer open ging samen met dat ze nu een soort overeenkomst hebben bereikt rondom de Brexit, hoe die eruit ziet weten we nog niet maar er zullen berichten daarover volgen in de loop van vandaag. Hoe dan ook, de diepe DIP van maandag werd al terug goed gemaakt en we zitten zowaar weer bovenaan de WIG bij alle indices. Die WIG blijft wel zeer dreigend met dat grote gat onder de bodems van de afgelopen periode, ik ben er hoe dan ook niet gerust op want de kopers van nu nemen heel veel risico. Aan de andere kant is het natuurlijk goed mogelijk dat die WIG nog wat wordt opgerekt met steeds iets hogere toppen maar we gaan klaar moeten zitten om de daling die erop volgt zo goed als mogelijk aan te pakken.

Het is nu afwachten hoe het verder zal gaan de rest van dit jaar, zal de AEX alsnog een nieuwe hoogste stand van het jaar behalen? Met de dunne handel, het optimisme, de beweging in de bekende WIG kan voor een mogelijke eindejaar spurt zorgen zowel hier in Europa als op Wall Street, dat kan ik niet uitsluiten. Daarom kijk ik al met belangstelling uit naar 2021 wat er gaat gebeuren met de markten en vooral de grote tech aandelen die hoe dan ook veel te hoog staan momenteel ... Die top 6 zijn zoals we dat noemen monsters en pakken al ruim 50% van geheel de marktwaarde van Wall Street. Zeer beangstigend en er zit een groot gevaar in de markt door deze situatie, zoiets kwam nog niet eerder voor ...

Posities gesloten deze week:
Deze week werden de posities gesloten met een mooie winst, zo komen we voor wat betreft de maand december op een mooie winst uit. Vanaf nu de kop vrij houden tijdens de laatste beursdagen van het volatiele jaar 2020 en ga ik me richten op 2021. Ik begin al uit te kijken naar wat nieuwe posities die dan mee kunnen naar januari 2021. Zorg uiteraard dat u in 2021 erbij bent want er komen veel kansen op de beurs want de volatiliteit zal nog wel een tijdje aanhouden. En denk eraan, 2020 was niet goed maar ik voel aan alles dat 2021 voor US Markets Trading goed kan uitpakken, dus kom of blijf in ieder geval aan boord.

Euro, olie en goud:
De euro zien we nu rond de 1.22 dollar, de prijs van een vat Brent olie komt uit op 51,3 dollar terwijl een troy ounce goud nu op 1880 dollar staat.

Dan onze mooie Kerst aanbieding voor de trading signalen:
Probeer het in ieder geval zodat u de start van het nieuwe jaar in ieder geval niet hoeft te missen, er komen hoe dan ook hele mooie kansen in 2021 ...

Maak nu gebruik van deze KERST-EINDE JAARS aanbieding ... €25 tot 1 MAART 2021 ... Polleke €35 tot 1 MAART 2021 !!!

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Resultaat deze maand december 2020:

Met vriendelijke groet,
Guy Boscart

GLOBAL TOP NEWS
Britain and the European Union were on the cusp of striking a narrow trade deal on Thursday, swerving away from a chaotic finale to the Brexit split that has dealt a blow to the 70-year attempt to forge European unity from the ruins of World War Two.

U.S. President Donald Trump vetoed a bipartisan defense policy bill and raised the prospect that the United States could face a government shutdown during a pandemic, stirring new turmoil in Washington as he headed to Florida for Christmas.

China has launched an antitrust investigation into Alibaba and will summon the tech giant's Ant Group affiliate to meet in coming days, regulators said, in the latest blow for Jack Ma's e-commerce and fintech empire.


EUROPEAN COMPANY NEWS
Roche on Wednesday offered reassurances that the accuracy of diagnostic tests used to detect COVID-19 was unlikely to be affected by a fast-spreading mutant strain of the virus.

An Italian administrative court has annulled a watchdog ruling capping French media giant Vivendi's stake in Mediaset, a court document showed, in a blow to the Italian broadcaster run by ex-prime minister Silvio Berlusconi's family.

Rio Tinto and Indigenous Australians said they had taken initial steps towards rebuilding their relationship after the miner destroyed sacred Aboriginal caves in Western Australia in May.​


TODAY'S COMPANY ANNOUNCEMENTS
Melodyvr Group PLC Shareholders Meeting
Origo Partners PLC Annual Shareholders Meeting
Sportech PLC Shareholders Meeting


ECONOMIC EVENTS (All times GMT)
0530 Netherlands GDP final SA qq for Q3: Prior 7.7%
0530 Netherlands GDP final NSA yy for Q3: Prior -2.5%