Liveblog Archief maandag 2 mei 2022

4 liveblog items op maandag 2 mei 2022.

Ma 2 mei 2022, 16:02

Marktcijfers

Actueel Verwacht Vorige
USA USA: ISM Productie Inkoopmanagersindex (PMI) (Apr) 16:00 55,4 57,6 57,1 Actueel: 55,4 Verwacht: 57,6 Vorige: 57,1
Ma 2 mei 2022, 14:39

Markt snapshot Wall Street 2 mei

TOP NEWS
Apple hit with EU antitrust charge over its payment technology
EU antitrust regulators charged Apple with restricting rivals' access to its NFC chip technology in a move that could result in a hefty fine for the iPhone maker and force it to open its mobile payment system to competitors.

Google urges court to scrap $1.6 billion EU antitrust fine
Alphabet unit Google urged Europe's second-highest court to dismiss a 1.49-billion-euro fine imposed by EU antitrust regulators three years ago for hindering rivals in online search advertising.

Amazon to get hearing that could overturn NY union vote, labor board official says
Amazon.com's objections to a landmark union election at a company warehouse in New York City justify a hearing that could overturn the result, a U.S. National Labor Relations Board (NLRB) official said.

Buffett reveals big investments, rails against Wall Street excess at Berkshire meeting
Warren Buffett on Saturday used the annual meeting of Berkshire Hathaway to reveal major new investments including a bigger stake in Activision Blizzard, while also railing against Wall Street excess and addressing the risks to his conglomerate of inflation and nuclear war.

Moderna says its vaccine for ages under 6 will be ready for U.S. review in June
Moderna's chief medical officer said on Sunday the company's vaccine for children under 6 years old will be ready for review by a Food and Drug Administration panel when it meets in June.


BEFORE THE BELL
U.S. stock index futures edged higher after closing out a rough April, as investors turned their attention to the Federal Reserve, which is widely expected to raise interest rates this week to curb overheating prices. European stocks fell as data that signaled a steeper pace of contraction in China's factory activity dampened risk appetite, while the closure of London and most Asian markets for a holiday reduced volumes. Meanwhile, Japanese shares ended lower in volatile trade. The dollar advanced, with investors preparing for a busy week of central bank meetings, while gold prices slipped. Oil prices fell on concerns about weak economic growth in China. Manufacturing PMI and construction spending numbers are due later in the day. ​


STOCKS TO WATCH

Results
Enterprise Products Partners LP: The company's crude pipeline volumes rose by 16% in the first quarter, the U.S. energy pipeline operator said, as demand recovered. Crude oil pipeline transportation volume rose to 2.2 million barrels per day (bpd), in the quarter ended March 31, from 1.9 million bpd a year earlier. Total revenue rose 42% to $13 billion, beating analysts' average estimate of $10.39 billion. Excluding one-time items, profit of 59 cents per share also beat expectations of 53 cents per share.​

Moves
Walt Disney Co: The company’s head of corporate affairs, Geoff Morrell, is leaving the company three months after joining from oil and energy company BP Plc, according to an email on Friday from Chief Executive Officer Bob Chapek. Morrell's brief tenure has been marked by controversy over the company's response to Florida’s law barring classroom instruction of sexual orientation and gender identity for some younger students. "It has become clear to me that for a number of reasons it is not the right fit," Morrell wrote in a separate email to his staff. "I have decided to leave the company to pursue other opportunities." Kristina Schake will lead the company's communications efforts, Chapek said in the email. Her 30-plus years of experience include heading up President Joe Biden's vaccine education program, as well as communications for Instagram and work in the Obama administration. Government relations and global public policy will be led by Disney's general counsel, Horacio Gutierrez.

Deals Of The Day
XP Inc: Brazilian lender Itau Unibanco said on Friday it has acquired an 11.36% stake in the brokerage firm for around 8 billion reais. The deal does not change XP's governance and should not have a relevant effect on the 2022 results, said the lender in a securities filing. In November, Itau received approval from Brazil's central bank to buy the stake.​

In Other News
Abbott Laboratories: The company said on Friday it would release limited quantities of nutrition products that had been put on hold following a recall of some powdered infant formulas from its Michigan facility. The company had in February recalled some baby formulas, including certain Similac products, made at its plant in Sturgis after complaints about bacterial infections in infants who consumed the products That weighed on sales at its nutrition unit in the latest reported quarter and led the company to lower its sales growth view for the full-year. The FDA said on Friday the company had conducted standard product testing and committed to completing further testing of the product batches prior to release. However, as enhanced testing would take more time, the health agency has allowed for the products to be released for individuals needing urgent, life-sustaining supplies. The nutrition formulas Abbott is releasing include Calcilo XD, Cyclinex®-1 and 2 and ProViMin, as well as Similac PM 60/40. The product lots being released were not included in the recall, Abbott said.

Alphabet Inc: Google urged Europe's second-highest court to dismiss a 1.49-billion-euro fine imposed by EU antitrust regulators three years ago for hindering rivals in online search advertising. The case is one of three that has resulted in a total of 8.25 billion euros in European Union antitrust fines on the world's most popular internet search engine. The European Commission in its 2019 decision said Google had abused its dominance to stop websites using brokers other than its AdSense platform which provided search adverts. The Commission said the illegal practices occurred from 2006 to 2016. Google subsequently challenged the EU finding in the Luxembourg-based General Court. The company will set out its case during a three-day hearing starting on Monday. The EU competition enforcer's assessment of Google's dominance and the Commission's decision that search ads and non-search ads do not compete were wrong, Google said in a court document.

Amazon.com Inc: The e-commerce company’s objections to a landmark union election at a company warehouse in New York City justify a hearing that could overturn the result, a U.S. National Labor Relations Board (NLRB) official said. The online retailer has accused the NLRB's Brooklyn office of appearing to support the union drive and alleged that labor organizers intimidated workers to vote in their favor, claims the union has dismissed. Citing the Brooklyn office's conduct, Amazon last month secured the case's transfer to the NLRB's Phoenix-based region. That office's director, Cornele Overstreet, said the evidence behind Amazon's claims "could be grounds for overturning the election," according to a filing on Friday. Some 55% of employees who voted from Amazon's JFK8 warehouse in the borough of Staten Island opted to join the Amazon Labor Union (ALU), which has argued for higher pay and job security. Turnout was about 58%.

Apple Inc: EU antitrust regulators charged the company with restricting rivals' access to its NFC chip technology in a move that could result in a hefty fine for the iPhone maker and force it to open its mobile payment system to competitors. The European Commission said it had sent a charge sheet known as a statement of objections to Apple, detailing how the company had abused its dominant position in markets for mobile wallets on iOS devices. "We have indications that Apple restricted third-party access to key technology necessary to develop rival mobile wallet solutions on Apple's devices," EU antitrust chief Margrethe Vestager said in a statement. "In our statement of objections, we preliminarily found that Apple may have restricted competition, to the benefit of its own solution Apple Pay," she said. Apple said it would continue to engage with the Commission.

Berkshire Hathaway Inc: The holding company’s shareholders on Saturday rejected proposals to have an independent chair replace Warren Buffett, and require his company to disclose more about its climate-related risks and efforts to improve diversity. Shareholders supported letting Buffett keep both the chairman and chief executive roles by a nearly 6-to-1 margin, Berkshire said at its annual meeting in Omaha, Nebraska. The National Legal and Policy Center, a Berkshire shareholder, had said it was poor corporate governance for the legendary investor to retain both roles. Its proposal gained greater attention when Calpers, which invested $460 billion on April 28 and is the largest U.S. public pension fund, expressed support, as it has at other companies. Berkshire's board, however, said Buffett should keep both roles. Warren Buffett also used the annual meeting to reveal major new investments including a bigger stake in Activision Blizzard Inc and Chevron Corp , while also railing against Wall Street excess and addressing the risks to his conglomerate of inflation and nuclear war. Berkshire also said first-quarter operating profit was little changed at $7.04 billion, as many of its dozens of businesses withstood supply chain disruptions caused by COVID-19 variants, the Ukraine invasion and rising costs from inflation.

Credit Suisse Group AG: A group of people and entities have filed a class action lawsuit against the Swiss bank alleging it misled investors over business dealings related to Russian oligarchs, law firm Pomerantz LLP said. The lawsuit, filed in a New York district court, is on behalf of people and entities who acquired Credit Suisse securities between March 19, 2021 and March 25, 2022, Pomerantz said in a statement issued late on Friday. "The complaint alleges that, throughout the class period, defendants made materially false and misleading statements regarding the company's business, operations, and compliance policies," Pomerantz said in the statement. The law firm alleged disclosure shortcomings around a securitisation deal. It cited in its statement a Financial Times story from February in which the newspaper reported that Credit Suisse had securitised a portfolio of loans linked to its wealthiest customers' yachts and private jets, in an unusual use of derivatives to offload the risks associated with lending to ultra-rich oligarchs and entrepreneurs.

Intel Corp: International semiconductor consortium ISMC will invest $3 billion in India's southern Karnataka state to set up a chip-making plant, the state government said on Sunday. ISMC is a joint venture between Abu Dhabi-based Next Orbit Ventures and Israel's Tower Semiconductor. U.S. chip giant Intel Corp has announced plans to acquire Tower. India’s first semiconductor fabrication unit is expected to generate more than 1,500 direct jobs and 10,000 indirect jobs, the state's investment promotion division said in a tweet.

Robinhood Markets Inc: Berkshire Hathaway's vice-chairman Charles Munger said on Saturday that retail broker, which is trading near a record low, was getting its comeuppance. After a peak in 2020 in trading volumes, Robinhood posted a 43% fall in first-quarter revenue earlier this month as transaction volumes declined across asset classes amid poor performance of shares. The company said it was laying off 9% of its full-time workforce. The firm was at the center of the retail trading frenzy when investors used the platform last year to pump money into shares of so-called meme stocks, including GameStop and AMC Entertainment.

MGM Resorts International: The company offered to acquire Swedish online gaming company LeoVegas AB for about $607 million, paving the way for the U.S. casino operator to expand its presence in Europe. MGM floated a recommended public tender offer for 61 crowns in cash per share, which represents a 44.2% premium to LeoVegas' last closing price of 42.32 crowns. MGM has been looking to capitalise on the sports-betting arena through its joint venture BetMGM, which forecast earlier this year more than $1.3 billion in revenue for 2022, as the coronavirus pandemic fuelled demand for online gaming. The acceptance period of the offer will begin during June and expire on or around August 2022.

Moderna Inc: The drugmaker’s chief medical officer said on Sunday the company's vaccine for children under 6 years old will be ready for review by a Food and Drug Administration panel when it meets in June. Moderna sought emergency use authorization from the FDA on Thursday. An advisory panel of experts to the U.S. drug regulator will meet in June to review the request. "I think the FDA now have all of the core fundamental data they need to be able to begin an application review. So yes, we're very confident," Dr. Paul Burton, the company's chief medical officer, said in an interview with CBS' "Face the Nation." Moderna's vaccine could be the first to win U.S. approval for children under the age of 5.

Natera Inc: Law firm Kessler Topaz Meltzer & Check LLP on Sunday said it had filed a securities class action lawsuit against the pharmaceutical company on behalf of shareholders, according to a statement. The law firm said the main justification for the lawsuit filed in the U.S. district court of the Western district of Texas was that Natera, which specializes in genetic testing and diagnostics, provided information about the efficacy of its tests that have not proved accurate. "Natera said that its tests are much more reliable than it appears they really are," Kessler Topaz said in the statement.

Netflix Inc: The streaming platform said on Sunday it had decided to stop work on Meghan Markle's family series "Pearl" as it reviewed animated content. Dropping several projects, including Markle's, was part of strategic decisions on production of animated series, the company said in a statement, without providing further details on its decision. Archewell Productions, the company formed by Markle and her husband, Prince Harry, said last year that she would be an executive producer of "Pearl". The series was to be centered on the adventures of a 12-year-old girl who is inspired by influential women from history. Netflix also decided not to move forward with the two animated children's series "Dino Daycare" and "Boons and Curses." The decision to cancel these shows comes after Netflix reported a loss of 200,000 subscribers in the first quarter, falling well short of its forecast of adding 2.5 million.

Pfizer Inc: Poland has no "coherent rationale" to invoke force majeure in an existing contract in order to stop paying for more COVID-19 vaccines from the drugmaker, a European Commission official told Reuters. Separately, Pfizer on Friday said a large trial found that its COVID-19 oral antiviral treatment Paxlovid was not effective at preventing coronavirus infection in people living with someone infected with the virus. The trial enrolled 3,000 adults who were household contacts exposed to an individual who was experiencing symptoms and had recently tested positive for COVID-19. They were either given Paxlovid for five or 10 days or a placebo. Those who took the five-day course were found to be 32% less likely to become infected than the placebo group. That rose to 37% with 10 days of Paxlovid. However, the results were not statistically significant and thus possibly due to chance. The drugmaker said Paxlovid, which consists of two different antiviral drugs, is currently approved or authorized for conditional or emergency use in more than 60 countries across the globe to treat high-risk COVID-19 patients. Separately, Pfizer Inc also expects to have its vaccine data for children under 6 ready by the June review.

Qualcomm Inc: Volkswagen has set up a years-long partnership with US chip to develop automated driving technology, with the contract set to run until 2031, the German daily Handelsblatt reported. The car giant will use Qualcomm's system-on-a-chip (SoC), developed specifically for automated driving, across all brands worldwide starting in 2026, the newspaper said citing company sources. Volkswagen CEO Herbert Diess travelled to Qualcomm's headquarters in San Diego in mid-April, where they agreed to the conditions of the deal, which sources say will cost VW around 1 billion euros, according to Handelsblatt.


INSIGHT
Berkshire shareholders look beyond Warren Buffett, Charlie Munger
Berkshire Hathaway shareholders face a question that Warren Buffett sought to tackle at the company's annual meeting: How will Berkshire fare when he's no longer around?​


ANALYSTS' RECOMMENDATION
Bristol-Myers Squibb Co: Truist Securities raises target price to $81 from $76, saying, with the approval of mavacamten, the company is well-positioned to leverage its leadership in cardiovascular in launching the product.

Chevron Corp: Credit Suisse raises target price to $190 from $180, to account for higher commodity prices and stronger refining earnings.

Colgate-Palmolive Co: RBC cuts target price to $82 from $84, factoring significantly higher commodity and logistic costs, as well as transactional FX headwinds.

Charter Communications Inc: Cowen and Company cuts target price to $749 from $760, after the company posted slight downside Q1 results with weak Broadband adds.

Exxon Mobil Corp: JPMorgan raises target price to $107 from $100, after the company signaled confidence in its cash generation capability.​


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0945 S&P Global Manufacturing PMI final for April: Prior 59.7
1000 (approx.) Construction spending mm for March: Expected 0.7%; Prior 0.5%
1000 ISM Manufacturing PMI for April: Expected 57.6; Prior 57.1
1000 ISM Manufacturing Prices Paid for April: Expected 87.5; Prior 87.1
1000 ISM Manufacturing Employment Index for April: Prior 56.3
1000 ISM Manufacturing New Orders Index for April: Prior 53.8


COMPANIES REPORTING RESULTS
Arista Networks Inc: Expected Q1 earnings of 81 cents per share
Boston Properties Inc: Expected Q1 earnings of 67 cents per share
Clorox Co: Expected Q3 earnings of 97 cents per share
Coterra Energy Inc: Expected Q1 earnings of 83 cents per share
Devon Energy Corp: Expected Q1 earnings of $1.75 cents per share
Diamondback Energy Inc: Expected Q1 earnings of $4.51 cents per share
Expedia Group Inc: Expected Q1 loss of 62 cents per share
FMC Corp: Expected Q1 earnings of $1.71 cents per share
Global Payments Inc: Expected Q1 earnings of $2.04 cents per share
MGM Resorts International: Expected Q1 loss of 7 cents per share
Monolithic Power Systems Inc: Expected Q1 earnings of $2.26 cents per share
Moody's Corp: Expected Q1 earnings of $2.90 cents per share
Mosaic Co: Expected Q1 earnings of $2.40 cents per share
NXP Semiconductors NV: Expected Q1 earnings of $3.17 cents per share
Progressive Corp: Expected Q1 earnings of $1.15 cents per share
Solaredge Technologies Inc: Expected Q1 earnings of $1.27 cents per share
Vornado Realty Trust: Expected Q1 earnings of 08 cents per share
WEC Energy Group Inc: Expected Q1 earnings of $1.67 cents per share
Williams Companies Inc: Expected Q1 earnings of 35 cents per share


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 Global Payments Inc: Q1 earnings conference call
0830 Affiliated Managers Group Inc: Q1 earnings conference call
0900 CNA Financial Corp: Q1 earnings conference call
0900 ON Semiconductor Corp: Q1 earnings conference call
1000 Aflac Inc: Annual Shareholders Meeting
1000 Enterprise Products Partners LP: Q1 earnings conference call
1000 Loews Corp: Q1 earnings conference call
1000 Saia Inc: Q1 earnings conference call
1000 TopBuild Corp: Annual Shareholders Meeting
1100 Eli Lilly and Co: Annual Shareholders Meeting
1100 Park Hotels & Resorts Inc: Q1 earnings conference call
1130 Moody's Corp: Q1 earnings conference call
1200 NCR Corp: Annual Shareholders Meeting
1200 Paycom Software Inc: Annual Shareholders Meeting
1300 STAG Industrial Inc: Annual Shareholders Meeting
1400 Planet Fitness Inc: Annual Shareholders Meeting
1400 WEC Energy Group Inc: Q1 earnings conference call
1615 Clorox Co: Q3 earnings conference call
1630 Arista Networks Inc: Q1 earnings conference call
1630 Expedia Group Inc: Q1 earnings conference call
1630 Varonis Systems Inc: Q1 earnings conference call
1630 Woodward Inc: Q2 earnings conference call
1630 ZoomInfo Technologies Inc: Q1 earnings conference call
1700 Amkor Technology Inc: Q1 earnings conference call
1700 Carvana Co: Annual Shareholders Meeting
1700 Clorox Co: Q3 earnings conference call
1700 Credit Acceptance Corp: Q1 earnings conference call
1700 MGM Resorts International: Q1 earnings conference call
1700 Monolithic Power Systems Inc: Q1 earnings conference call


EX-DIVIDENDS
Citizens Financial Group Inc: Amount $0.39
Idacorp Inc: Amount $0.75

Ma 2 mei 2022, 09:58

Marktcijfers

Actueel Verwacht Vorige
DEU DEU: Duitse Productie Inkoopmanagersindex (PMI) (Apr) 09:55 54,6 54,1 56,9 Actueel: 54,6 Verwacht: 54,1 Vorige: 56,9
Ma 2 mei 2022, 08:35

Nieuwe maand, volatiliteit zal blijven met grote bewegingen

Goedemorgen,

De start van de nieuwe maand zal niet kalm verlopen denk ik, vanmorgen zien we dat Wall Street wat hoger wil starten maar dat is logisch na de forse daling van vrijdag. De grote vraag is of dat herstel kan aanhouden gedurende de dag, de kans dat de verkopers terugkomen is groot maar om erop in te zetten lijkt me nog geen goeie keuze. Vanmorgen zien we dat de 10-jaars rente in de VS hoog blijft, we naderen de 3% weer snel nu. De Brent olie staat vanmorgen rond de 106 dollar voor een vat. In Japan zien we de Nikkei vanmorgen iets lager, China en Hong Kong waren dicht vandaag. Londen is ook dicht vandaag door een vrije dag na 1 mei.

Update maandag 2 mei:
Een nieuwe maand voor de boeg, we zijn benieuwd naar wat de maand mei zal brengen want tot nu toe kregen we dit jaar elke maand de nodige volatiliteit en of dat nu anders zal worden denk ik niet. Wat betreft de kwartaalcijfers kwamen er al heel wat bedrijven met hun cijfers waaronder de grote 5 vorige week, dat kunnen we afstrepen vanaf nu maar daarentegen zitten we nog altijd met de renteperikelen, de groeiende inflatie en de oorlog tussen Rusland en Oekraïne.

Verder zien we dat de rente vanmorgen rond de 2,95% uitkomt en zo op een fractie van de psychologische 3% grens komt. De futures op Wall Street staan vanmorgen wat hoger, het loopt niet over maar zo te zien komt er een klein herstel na de forse daling van vrijdag. De DAX en de AEX future starten wel lager vanmorgen want die moeten nog reageren op de forse daling van Wall Street vrijdag.

Markt afgelopen week:
Wat Wall Street betreft zien we vrijdag een forse daling na opnieuw een volatiele sessie, de bewegingen blijven zeer heftig en dat blijft maar aanhouden vrijwel elke dag. Dat is ook duidelijk te zien aan de VIX index ofwel de volatiliteit index gericht op de S&P 500, die staat nu op 31,4 punten en alles boven de 25 punten betekend dat beleggers meer angst vertonen. We moeten in deze fase hoe dan ook voorzichtig blijven tot dat de volatiliteit gevoelig afneemt.

Uiteindelijk sluit de Dow Jones vrijdag 939 punten lager terwijl de Nasdaq 537 punten moest inleveren. De brede S&P 500 verloor zo'n 155 punten terwijl de SOX index 136 punten lager sluit. De Dow Transport index sluit 459 punten lager. Op weekbasis zien we dat de Dow Jones 834 punten (-2,5%) lager sluit, de S&P 500 verloor 140 punten (-3,3%) terwijl de Nasdaq met 505 punten (-3,95%) terug moest. De Dow Transport verloor op weekbasis 200 punten (-1,35%), de SOX index verloor 70 punten (-2,35%).

In Europa nog plussen vrijdag, de AEX won 5 punten terwijl de DAX 118 punten hoger sluit. De Franse CAC 40 won 25 punten vrijdag. Op weekbasis zien we bij de AEX een verlies van 5 punten (-0,9%), de DAX verloor 44 punten (-0,3%) terwijl de CAC 40 op weekbasis 47 punten (-0,7%) verloor. Op zich valt het in Europa nog mee, de index won vrijdag nog door dat Wall Street later op de avond fors moest inleveren, ook op weekbasis zijn de verliezen in Europa minder heftig.

Na de cijfers van de grote 5 zien we dat Apple na de goeie cijfers toch moest inleveren, het aandeel verloor 3,65%. Amazon kreeg het echt moeilijk, de cijfers waren ronduit slecht, het aandeel verloor vrijdag ruim 14%. Verder zien we dat Alphabet lager moest na de cijfers terwijl Microsoft na het slot van vrijdag geen vooruitgang boekt na de cijfers. Alle 4 deze grote spelers tonen na hun cijfers niet genoeg power om de markt los te trekken een reden tot herstel kwam er dus niet. De TOP-5 weegt enorm zwaar op de markt en zeker bij het verloop van de tech indices. De uitzondering kwam van Meta Platform ofwel Facebook, dat aandeel staat na de cijfers fors hoger. Juist het bedrijf waar ik het niet van had verwacht zien we een grote positieve uitschieter, Meta is wat betreft de beurswaarde wel de kleinste van de 5.

Dat is de week kort samengevat, we bekijken in de loop van deze week wel wat we eventueel kunnen doen, er start nu een nieuwe maand. We hebben goed kunnen handelen in de maand april, ik zal er ook alles aan doen om dat deze maand ook zorgvuldig te doen. Er komen volgens mij snel nieuwe kansen.

De signaaldiensten:
Wat betreft het handelen werd de maand april afgerond met een mooie winst, op de valreep werd er nog een positie opgenomen en ook deze werd met winst afgesloten. Bij Systeem Trading werd er in april €663 winst behaald, bij Guy Trading €1503. Polleke Trading behaalde €957 en Index Trading sluit met €804 winst de maand af. We beginnen komende week de maand mei, er komen zeker nieuwe kansen om op te handelen. We blijven dat met kleine posities doen en zoeken telkens een goed momentum uit om in te stappen. De volgende positie wordt zeer waarschijnlijk een LONG positie.

Meedoen met onze signalen kan nu via de nieuwe aanbieding die loopt tot 1 JULI 2022. Schrijf u nu snel in tot 1 JULI voor €35 via de Tradershop en kies uw abonnement via de link https://www.usmarkets.nl/tradershop

Marktoverzicht:
Wall Street moet na de stevige opleving van donderdag opnieuw fors inleveren, we zien een grote daling bij alle indices. De Nasdaq en de SOX index verloren meer dan 4%, de S&P 500 sluit 3,6% lager terwijl de Dow Jones 2,8% verloor. Zowel de Dow Jones, de Nasdaq en de S&P 500 zetten nieuwe en diepere bodems neer hetgeen geen goed teken is voor het verdere verloop. De SOX index blijft er nog net boven maar het ziet er ook niet al te best uit. De volatiliteit blijft aanhouden, dagen met rust komen momenteel amper voorbij.

In Europa gek genoeg nog plussen, de DAX won 0,85% terwijl de AEX 0,72% hoger sluit. Dat komt omdat Wall Street pas later op de avond een versnelling omlaag inzette, nabeurs staan zowel de AEX als de DAX via de futures fors lager dan de slotstand om 17:30.

Dow Jones:
De Dow Jones verloor opnieuw bijna 1000 punten en komt zo onder de bodem van donderdag uit, we zien duidelijk op de grafiek dat het er niet best uitziet voor het verdere verloop komende week. Veel kunnen we er niet over zeggen, het kan makkelijk verder omlaag maar een fors herstel is op een onverwacht moment ook goed mogelijk. Het zal ook nu om de timing gaan, we moeten het beste momentum uitkiezen om posities op te nemen in deze fase.

Weerstand wordt nu eerst de 33.200-33.250 punten, later de 33.500 en de 33.750 punten. Daarboven de 34.000 punten waar de index donderdag nog boven geraakte. Steun nu eerst rond de 32.800 punten, later de bodem van eind februari rond de 32.250 punten.

AEX index:
De AEX geraakt weer tot boven de 700-702 punten sinds donderdag en sluit nu op 711 punten. Een belangrijke draai voor de AEX maar we moeten nu afwachten hoe de AEX zal reageren op de forse daling van Wall Street vrijdagavond. Weerstand nu eerst de 716 met later vooral de 718-721 punten. De belangrijke steun wordt nu weer de 700-702 punten, later de bodem van vorige week rond de 688-690 punten. Als de AEX onder die 688 punten sluit ziet het er slecht uit. Opletten dus de komende week wat betreft de markt, de verkoopdruk neemt weer toe op Wall Street wat geen goed teken is.

DAX index:
De DAX herpakt zich tot net boven de 14.000 punten maar zo te zien zal het moeilijk worden om die 14.000 punten te behouden aan het begin van de nieuwe maand. Bij een verdere stijging kan de index weer richting de 14.200-14.250 punten oplopen waar er nu een zware weerstand wacht. Later rond de 14.500 en de 14.800 punten weerstand. Steun nu eerst de 14.000 punten, later vooral de 13.800 punten en de bodem van afgelopen woensdag rond de 13.600 punten.

Nasdaq Composite:
De Nasdaq verloor opnieuw fors vrijdag, er werd meteen ook een nieuwe bodem neergezet onder de 12.500 punten, de index sluit op 12.335 punten wat de weg opent richting eerst de 12.000 en later de 11.500 punten. Zo zien we dat de opleving van donderdag meteen weer werd ingeleverd met snel daarna een nieuwe diepere bodem. Het ziet er niet goed uit na vrijdag voor de Nasdaq.

Weerstand nu eerst de 12.500 punten, eerst maar eens zien aan het begin van de nieuwe week of de index zich kan herpakken. Later weerstand rond de 13.000 en de 13.250 punten, daarna de 13.500 punten als mogelijk doel. Let erop dat alles heel snel gaat, er kan op een dag veel van de index af maar zoals we donderdag hebben gezien zijn de oplevingen ook behoorlijk fors.

Overzicht resultaat dit jaar (2021):
Alle posities die op het laatst van de maand april werden opgenomen werden met winst gesloten, het resultaat loopt zo weer wat verder op en het verloop ziet er prima uit voor dit jaar. Ik blijf vooral de rust bewaren waar dat nodig is. Het is de komende week zoeken naar een mooi momentum om opnieuw in te stappen en door de volatiliteit blijven we met kleine posities werken om zo geen onnodige risico's te lopen. Zie via de tabellen hieronder de resultaten voor deze maand (april) en dit jaar (2022).

Meedoen met onze signalen kan nu via de nieuwe aanbieding die loopt tot 1 JULI 2022. Schrijf u nu dus snel in tot 1 JULI voor €35. Ga meteen naar onze Tradershop en kies uw abonnement via de link https://www.usmarkets.nl/tradershop

Overzicht resultaten deze maand maart en dit jaar (2022)



Met vriendelijke groet,
Guy Boscart

Turbo’s zijn complexe instrumenten en brengen vanwege het hefboomeffect een hoog risico mee van snel oplopende verliezen. 7 op de 10 retailbeleggers verliest geld met de handel in turbo’s. Het is belangrijk dat u goed begrijpt hoe turbo’s werken en dat u nagaat of u zich het hoge risico op verlies kunt permitteren.