Liveblog Archief vrijdag 12 maart 2021

TOP NEWS
• Facebook, Google fight bill that would help U.S. news industry
Lobbyists for Facebook and Google threw their weight against new U.S. legislation that seeks to aid struggling news publishers by allowing them to negotiate collectively against the tech companies over revenue sharing and other deals.

• With summer in sight, Goldman Sachs starts return-to-office push
On a global town hall meeting held on Zoom, Goldman Sachs' CEO on Thursday told the bank's thousands of employees who have been mostly working from home since the start of the pandemic that he hopes to have them working in offices again by this summer.

• Ransom-seeking hackers are taking advantage of Microsoft flaw -expert
Ransom-seeking hackers have begun taking advantage of a recently disclosed flaw in Microsoft's widely used mail server software, a researcher said late Wednesday - a serious escalation that could portend widespread digital disruption.

• Grab in talks for U.S. listing via $40 billion SPAC deal - sources
South-east Asia's biggest ride-hailing and food delivery firm Grab is in talks to go public through a merger with a U.S. special purpose acquisition company that could value it at nearly $40 billion, people familiar with the matter said.

• Tesla in talks with India's Tata Power for EV charging infrastructure -report
Tesla is exploring an arrangement with Indian conglomerate Tata Sons' power generation unit, Tata Power, to set up charging infrastructure for electric vehicles in the country, CNBC-TV18 reported, citing sources.


BEFORE THE BELL
Nasdaq futures fell as a spike in U.S. bond yields reignited inflation worries and sent investors scurrying to the perceived safety of the dollar. The pan-European STOXX 600 also slipped after a four-session winning streak drove it to pre-pandemic highs a day earlier. China shares posted a weekly loss, while Japanese shares rose for a fourth straight session. Gold prices dipped, clouding optimism the U.S. stimulus bill would send prices up. Oil prices retreated. Producer Price Index and University of Michigan Consumer Sentiment Index are scheduled for release later in the day.


STOCKS TO WATCH
Deals of the Day
Walmart Inc: Japanese e-commerce firm Rakuten said it would sell an 8.32% stake to postal and banking giant Japan Post Holdings, deepening a logistics tie-up in the face of competition from rivals such as Amazon.com. Rakuten, which plunged to an operating loss in 2020, is under pressure on multiple fronts as it battles Amazon in e-commerce and takes on Japan's cash-rich telcos with its own mobile network. Friday's deal makes Japan Post Holdings the biggest shareholder in Rakuten outside the founding Mikitani family, and is part of a 242 billion yen ($2.2-billion) share sale to companies including Tencent and Walmart. Image Frame Investment, a unit of Chinese tech giant Tencent, will take 3.65% in Rakuten through third-party allotment, with Walmart also to buy shares.

Bentley Systems Inc: The infrastructure engineering software maker said on Thursday it had agreed to buy privately held geological and geophysical modeling software developer Seequent for about $1.05 billion. Bentley, which makes software for the design and construction of roads, bridges, buildings and campuses, will buy Seequent from investors led by private equity firm Accel-KKR for $900 mln in cash and the rest in stock. Seequent's software is used for large-scale projects, including road and rail tunnel construction, groundwater detection, geothermal exploration and subterranean storage of spent nuclear fuel. The deal is expected to close in the second quarter and will add about 10% to Bentley's annualized recurring revenue and earnings before interest, taxes, depreciation, and amortization, following the close.

Moves
Ulta Beauty Inc: The cosmetics retailer on Thursday named President Dave Kimbell as its new chief executive officer, replacing Mary Dillon, who will become the executive chair of the company's board of directors. Kimbell joined Ulta as a chief marketing officer in 2014 and held other executive positions before becoming the president in 2019. Separately, the company forecast fiscal 2021 revenue between $7.2 billion and $7.3 billion. Analysts had expected revenue of $7.32 billion. Ulta's full-year profit outlook of $8.85-$9.30 per share, missed expectations of $10.61 as demand for make-up products remains under pressure due to extended work-from-home policies.

In Other News
Alphabet Inc & Facebook Inc: Lobbyists for Facebook and Google threw their weight against new U.S. legislation that seeks to aid struggling news publishers by allowing them to negotiate collectively against the tech companies over revenue sharing and other deals. Google, which declined comment on the proposal, launched a website on Thursday asserting it is "one of the world's biggest financial supporters of journalism" by virtue of the ad revenue and content licensing fees it provides to media. Also opposing the bill are two technology industry trade groups that Facebook and Google belong to -- the Computer & Communications Industry Association and NetChoice. Some industry observers say the proposal could disproportionately benefit private equity firms and hedge funds that have snatched up medium and large newspaper chains. Newspapers such as the Chicago Tribune and the Miami Herald are controlled by the likes of Alden Global Capital and Chatham Asset Management. Facebook declined comment on the new U.S. legislation.

AstraZeneca Plc: Bulgaria temporary halted inoculations with the AstraZeneca COVID-19 vaccine until the European medicine regulator produces a written statement dispelling all doubts about the vaccine's safety. Meanwhile, top German public health officials said AstraZeneca's COVID-19 vaccine was safe and Germany would continue to use it on Friday after several European countries halted its distribution amid safety concerns. A World Health Organization expert advisory committee is currently looking at AstraZeneca's COVID-19 vaccine after some countries paused distribution of it, but there is no reason not to use it, a spokeswoman said. Separately, the company cut its supply forecast of COVID-19 vaccine to the European Union in the first quarter to about 30 million doses, a third of its contractual obligations and a 25% drop from pledges made last month, a document seen by Reuters shows. The shortfall is a further blow to EU's vaccination plans already being hampered by repeated delays in supply and a slow rollout in some nations. The AstraZeneca document, shared with EU officials and dated March 10, shows that the company now expects to deliver 30.1 million doses by the end of March, and another 20 million in April.

Baidu Inc: China's market regulator said it had fined 12 companies related to 10 deals that violated anti-monopoly rules. The companies included Baidu Inc, Tencent Holdings, Didi Chuxing, SoftBank and a ByteDance-backed firm, the State Administration for Market Regulation (SAMR) said in a statement. The companies were fined 500,000 yuan ($77,000) each for behaviour that caused market concentration but did not exclude all competition from other companies, SAMR said. Tencent said in a statement it would actively rectify operations and provide the regulator with timely reports on deals in future. ByteDance said a joint venture between its affiliated firm and Shanghai Dongfang Newspaper Co Ltd, which were both fined, was never in operation and the JV was disbanded in January. SoftBank declined to comment. Baidu and Didi did not immediately respond to requests for comment.

Blackstone Group Inc: The company has signed a deal to expand its presence at its Park Avenue, Manhattan headquarters, the asset manager's landlord the Rudin family said on Thursday. 345 Park Avenue, the building where Blackstone's current headquarters is housed, has been the company's home for more than 30 years. Blackstone will lease an additional 80,000 square feet of office space, bringing its total property to about 720,000 square feet. It also extended all its leases in the building for an additional year until 2028. "This expansion marks a significant commitment by one of the financial industry's leading firms and signals an important part of New York's recovery," said Bill Rudin, chief executive officer of Rudin Management Company, the operating arm of Rudin Family Holdings.

Boeing Co: Families of victims of the deadly 2019 Ethiopian Airlines jet crash may obtain as soon as Thursday Boeing's reports to U.S. regulators that helped keep its 737 MAX flying after a prior disaster with the same jet in Indonesia five months earlier. The National Transportation Safety Board (NTSB), an independent U.S. government investigative agency, told the company in a letter on Monday it should turn over nearly 2,000 documents to lawyers representing families who want to determine what the company knew about its flight systems after the Indonesian crash on Lion Air. The agency said international rules mandate the release of the documents after two years from the crash date, even though Ethiopia has yet to produce a final crash report which the agency cited in blocking the documents until now, according to the letter reviewed by Reuters. Boeing said it plans to produce the investigation-related information to the plaintiffs beginning today following the NTSB guidance that, at the second anniversary of the Ethiopian accident, the restrictions would be lifted.

Goldman Sachs Group Inc: The company has set up a team of Special Purpose Acquisition Company (SPAC) bankers in Hong Kong to focus on a rush of these blank cheque deals emerging in the Asian region. The initiative was put in place towards the end of last year - but has not been reported - when SPACs started taking off in Asia following rapid growth in these deals elsewhere, including in the United States. Raghav Maliah, the global vice chairman of Goldman Sachs’ investment banking division, leads the Hong Kong-based team which also consists of Vikram Chavali and Edward Byun. "We are seeing a great deal of capital markets and M&A activity across the region, including increased SPAC involvement both on the IPO and M&A fronts," Maliah told Reuters in an interview. Separately, On a global town hall meeting held on Zoom, Goldman Sachs Group Inc's CEO told the bank's thousands of employees who have been mostly working from home since the start of the pandemic that he hopes to have them working in offices again by this summer.

JD.com Inc: The company is in talks to buy part or all of a stake in brokerage Sinolink Securities worth at least $1.5 billion, three people said, as the e-commerce major aims to bolster its financial services operations. A deal to buy the stake from Sinolink's largest shareholder, Yongjin Group, would be the biggest bet in acquisition value terms by Beijing-based JD.com in China's $45 trillion financial market. "The valuable brokerage licence is key for tech giants to monetise their huge online traffic and grow into bigger firms, as otherwise they have to direct such traffic to other financial institutions," one of the sources said. China's 2nd-biggest e-commerce company by revenue started discussions with Yongjin late last year, seeking to buy part or all of its 27% stake, said two of the people with direct knowledge of the matter. Based on Sinolink's market value of 39 billion yuan ($6 billion) on Thursday, a 27% stake would be worth about 10 billion yuan, Reuters calculations show.

Johnson & Johnson: The South African government's agreement with the company for 11 million COVID-19 vaccine doses includes an option for an additional 20 million doses depending on the availability of stock, its health minister said. "The agreement has been signed off for 11million doses with an option for an additional 20m doses based on availability of stock," Minister Zweli Mkhize said in a written reply to a question from a lawmaker seen by Reuters. Mkhize added in his written reply that the J&J vaccine was cost-effective for reasons including that it is effective against the 501Y.V2 variant first identified in South Africa late last year, it is stored at fridge temperature and it is a single-dose vaccine. Separately, Aspen Pharmacare plans to start supplying Johnson & Johnson COVID-19 vaccine doses from its facility in South Africa before the end of June, its chief executive said.

Microsoft Corp: Ransom-seeking hackers have begun taking advantage of a recently disclosed flaw in Microsoft's widely used mail server software, a researcher said late Wednesday - a serious escalation that could portend widespread digital disruption. The disclosure, made on Twitter by the company's security program manager Phillip Misner, is the realization of worries that have been coursing through the security community for days. Misner didn't immediately respond to follow-up messages and Microsoft did not return emails seeking comment. The U.S. Cybersecurity and Infrastructure Security Agency and the Federal Bureau of Investigation also didn't immediately respond.

Netflix Inc: The company is testing a feature that asks viewers to verify they share a household with the account holder, the company said on Thursday, a move that could lead to a clampdown on sharing of passwords. A small number of Netflix users are receiving a message asking them to confirm they live with the account owner by entering details from a text message or email sent to the owner. "This test is designed to help ensure that people using Netflix accounts are authorized to do so," a Netflix spokesperson said. Netflix, the world's largest streaming service, constantly tests new features with users and it is unclear if the household verification requirement will be implemented more widely. Separately, an Indian government agency for protecting child rights has asked the company to immediately stop streaming its new drama series "Bombay Begums" after it reviewed complaints around scenes showing children consuming drugs.

Novavax Inc: The company's COVID-19 vaccine was 96% effective in preventing cases caused by the original version of the coronavirus in a late-stage trial conducted in the United Kingdom, the company said on Thursday, moving it a step closer to regulatory approval. The vaccine was 86% effective in protecting against the more contagious virus variant first discovered and now prevalent in the United Kingdom, for a combined 90% effectiveness rate overall based on data from infections of both versions of the coronavirus. In a smaller trial conducted in South Africa - where volunteers were primarily exposed to another newer, more contagious variant widely circulating there and spreading around the world - the Novavax vaccine was 55% effective, based on people without HIV, but still fully prevented severe illness. Novavax is also developing new formulations of its vaccine to protect against emerging variants and plans to initiate clinical testing of these shots in the second quarter of this year.

Rio Tinto Plc: Fertiliser developer Agrimin Ltd said its unit had signed a farm-in deal with the company for sale of up to a 75% stake in five copper-gold licenses it holds in the West Arunta region of Western Australia. The farm-in and joint-venture deal is with Agrimin's 40%-owned unit Tali Resources Pty, and does not include any of Agrimin's tenements and does not cover any areas associated with its Mackay Potash Project. Agrimin said Rio can earn the stake through funding exploration in the licenses in stages, and the 2021 exploration plan will be finalised by Tali and Rio Tinto in the coming weeks.

Royal Dutch Shell Plc: The company's earnings from trading crude oil and refined products doubled from the previous year to $2.6 billion, providing a boost to offset the drop in energy demand due to the coronavirus pandemic. Shell's oil trading operations, known internally as Trading & Supply, accounted for 43% of the oil products division's total earnings of $5.995 billion in 2020. Trading earnings totalled $1.3 billion in 2019, according to the report, which was released on Thursday. Shell, the world's largest energy trader, saw a 28% drop in oil sales last year, the report said.

Sanofi SA & Translate Bio: The companies said they had started a human trial of their mRNA COVID-19 vaccine candidate, the French drugmaker's second vaccine project, which follows a protein-based shot hit by a delay last year. Sanofi and Translate Bio expect interim results of the phase I/II study, which will enroll 415 healthy adults across 13 sites, during the third quarter. Participants will receive either a single dose of the vaccine or two doses 21 days apart while three dose levels will be examined, the companies said. Sanofi did not give further indication on the timeline of the project. The companies added they were targeting a -20 degrees Celcius storage temperature of the vaccine at launch but that they were also working at enabling the product to be stable at a 2-8 degrees temperature.

Tesla Inc: The company is exploring an arrangement with Indian conglomerate Tata Sons' power generation unit, Tata Power, to set up charging infrastructure for electric vehicles in the country, CNBC-TV18 reported, citing sources. Separately, a fire at the electric carmaker's factory in Fremont, California, was brought under control on Thursday evening and there were no immediate reports of injuries, the fire department told Reuters. The fire took place in a part of the factory property that was under construction, according to Aisha Knowles, a spokeswoman at the Fremont Fire Department. "The deep-seated fire was contained to a vehicle manufacturing stamping machine", she added. The fire was caused by hydraulic fluid coming in contact with molten aluminum, the spokeswoman said.

Twitter Inc: The company is aiming to make its live audio feature available to all its users by April, a spokeswoman for the micro-blogging site said on Thursday. Twitter's Spaces competes with Clubhouse, which is an invite-only audio-based social network startup that shot to fame after appearances from tech celebrities Elon Musk and Mark Zuckerberg. In late February, Twitter was testing the feature with 1,000 users that began with women and people from marginalized groups.

UBS Group AG: The company is moving to increase ownership in its Chinese securities joint venture to 67%, as two local partners put their stakes up for sale, an exchange filing shows. Guangdong Provincial Communication Group and China Energy Investment Corp, which currently owns 14.01% and 1.99% of the joint venture, will auction their entire holdings, filings on the China Beijing Equity Exchanges showed. The exchange did not name the potential bidders, but UBS said the auctions will result in UBS holding 67% of the JV if the deal is done. "China is a key market for UBS. The further opening up of China's financial sector represents great opportunities for all of our China businesses, including wealth and asset management, and investment bank," UBS said in an emailed statement to Reuters.

Westpac Banking Corp: Australia's banking regulator said it had closed the investigation against the company for possible breaches of anti-money laundering and counter-terrorism laws. APRA said on Friday it had closed its investigation after considering the results of the probe by ASIC, which was closed in December last year. "Although the investigation has not found evidence of breaches ... APRA remains determined to ensure Westpac rectifies its risk governance weaknesses effectively and sustainably," the APRA Deputy Chair John Lonsdale said. In a separate statement, Westpac acknowledged APRA's decision to end the probe.


INSIGHT
As vaccine nationalism deepens, governments pay to bring production home
In the German town of Dessau, one of the sites of the Bauhaus art school, an institute was set up in 1921 to mass-produce vaccines that later helped strengthen the German Democratic Republic. Exactly 100 years later, the site is gearing up to be a one-stop shop to produce COVID-19 vaccines for Germany's pandemic response.


ANALYSTS' RECOMMENDATION
• Funko Inc: Piper Sandler raises price target to $22 from $15, citing strong fourth-quarter results that were well above Wall Street expectations, driven by solid U.S. sales and rising interest in its products as the company develops its business within sports, music and anime.

• Oracle Corp: Raymond James raises price target to $72 from $62, following third-quarter results that were in line with estimates, with a beat on license offsetting a miss in constant currency revenue on cloud & support, hardware, and services.

• Revlon Inc: Jefferies cuts price target to $12 from $13, citing fourth-quarter results that were below estimates, made worse by lower international sales and weakness in color cosmetics, while management attributed the entirety of the decline to the COVID-19 pandemic.

• Tapestry Inc: Cowen and Company raises price target to $46 from $42, stating that the company's top line and margins will continue to grow even during a COVID-19 environment, helped by the $1.9 trillion stimulus which fuels spending and strong demand in China.

• T-Mobile US Inc: Credit Suisse raises price target to $165 from $150, after the company announced it is raising its longer-term outlook during its inaugral post-merger analyst day, while noting network integration is a year ahead of schedule.


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0830 PPI Machine Manufacturing for Feb: Prior 143.4
0830 (approx.) PPI final demand yy for Feb: Expected 2.7%; Prior 1.7%
0830 (approx.) PPI final demand mm for Feb: Expected 0.5%; Prior 1.3%
0830 (approx.) PPI ex food/energy yy for Feb: Expected 2.6%; Prior 2.0%
0830 (approx.) PPI ex food/energy mm for Feb: Expected 0.2%; Prior 1.2%
0830 (approx.) PPI ex food/energy/transport yy for Feb: Prior 2.0%
0830 (approx.) PPI ex food/energy/transport mm for Feb: Prior 1.2%
1000 U Mich Sentiment Preliminary for Mar: Expected 78.5; Prior 76.8
1000 U Mich Conditions Preliminary for Mar: Expected 88.3; Prior 86.2
1000 U Mich Expectations Preliminary for Mar: Expected 74.0; Prior 70.7
1000 (approx.) U Mich 1-year inflation preliminary for Mar: Prior 3.3%
1000 (approx.) U Mich 5-year inflation preliminary for Mar: Prior 2.7%


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)
1000 Buckle Inc: Q4 earnings conference call
1030 Duck Creek Technologies Inc: Annual Shareholders Meeting


EX-DIVIDENDS
American Homes 4 Rent: Amount $0.10
AMETEK Inc: Amount $0.20
Bancorpsouth Bank: Amount $0.19
Broadridge Financial Solutions Inc: Amount $0.57
Camping World Holdings Inc: Amount $0.23
Chesapeake Utilities Corp: Amount $0.44
Coca-Cola Co: Amount $0.42
Comerica Inc: Amount $0.68
Community Bank System Inc: Amount $0.42
Crown Castle International Corp: Amount $1.33
Devon Energy Corp: Amount $0.11
Domino's Pizza Inc: Amount $0.94
DTE Energy Co: Amount $1.08
Eastman Chemical Co: Amount $0.69
Extra Space Storage Inc: Amount $1.00
FBL Financial Group Inc: Amount $0.52
Graphic Packaging Holding Co: Amount $0.07
Gray Television Inc: Amount $0.08
Installed Building Products Inc: Amount $0.30
Iron Mountain Inc: Amount $0.61
Leggett & Platt Inc: Amount $0.40
Merck & Co Inc: Amount $0.65
Motorola Solutions Inc: Amount $0.71
NewMarket Corp: Amount $1.90
NorthWestern Corp: Amount $0.62
Ovintiv Inc: Amount $0.09
Packaging Corp of America: Amount $1.00
Prosperity Bancshares Inc: Amount $0.49
Service Corporation International: Amount $0.21
Sonic Automotive Inc: Amount $0.10
Stewart Information Services Corp: Amount $0.33
Travel + Leisure Co: Amount $0.30
UGI Corp: Amount $0.33
UnitedHealth Group Inc: Amount $1.25
Universal Health Services Inc: Amount $0.20
Urban Edge Properties: Amount $0.15
White Mountains Insurance Group Ltd: Amount $1.00
World Wrestling Entertainment Inc: Amount $0.12
Worthington Industries Inc: Amount $0.25

De markt blijft sterk liggen al moeten sommige indices die zwaar zijn gevuld met technologie aandelen nog wat inhalen om weer de toppen te bereiken. Andere meer traditioneel gevulde indices zoals de Dow Jones en de DAX hier in Europa zetten nu nieuwe records neer. Sector rotatie dus maar beleggers betalen voor sommige bedrijven wel behoorlijk veel als we naar de koers winst verhouding kijken. De markt zit nog vol met beleggers die bang zijn om een instap te missen maar met de Dow Jones op nu al 32.500 punten moet men wel opletten natuurlijk.

Gisteren plussen bij alle indices die we volgen, de AEX ging met 5,7 punten vooruit, de DAX won opnieuw en deze keer 29 punten. Verder zien we dat de Dow Jones 188 punten hoger sluit terwijl de S&P 500 met 40 punten winst de sessie afsluit. De Nasdaq won 330 punten terwijl de Nasdaq 100 met 300 punten winst de sessie van donderdag afsluit. Een sterke rebound bij de Tech aandelen dus en dat na de al zo'n sterke rebound de dagen ervoor. Nu maar eens zien wat de laatste sessie van deze week gaat brengen, de futures staan vlak tot iets lager vanmorgen.

Sector rotatie, stevige bewegingen en vooral een markt die inzet op een zeer sterke economie meteen na dat het virus er niet meer is. Het blijft een opmerkelijke markt waar we mee moeten opletten, soms vraag ik het aan mezelf en aan de mensen om me heen of ze zodra alles weer open gaan met geld gaan smijten? Het antwoord is unaniem NEE, we blijven voorzichtig en gaan zeker niet gek doen. Het is dus nog maar de vraag of het geld straks ongekend gaat rollen? Wie weet de eerste weken wel maar later? Het blijft een donkere vlek binnen het geheel voor velen en toch zien we de markten helemaal losgaan ...

Verder krijgen de eerste Amerikanen hun geld van Biden, dat wordt deze keer 1400 dollar. Op zich is dat ook niet een bedrag waar iedereen veel mee kan doen, velen zullen het vooral nodig hebben om de gaten te vullen die zijn ontstaan de afgelopen 12 maanden. Maar goed, het geld is onderweg, het kan de economie een boost geven voor een paar weken maar daarna is het weer zoals het was. De markt staat hoog, de aandelen blijven duur en we zien amper tot gaan correcties op gang komen terwijl zoiets gewoon goed en gezond is voor het totale verloop van de markten.

Wat ook blijft opvallen is de snelheid waarmee correcties worden opgekocht, vaak krijg je niet eens de kans om op tijd iets te doen of om op tijd mee te zijn met de markt. We houden het allemaal in de gaten en ik doe waar het kan iets met de posities of ik pak waar het kan er nog iets bij.

Euro, olie en goud:
De euro zien we nu rond de 1.195 dollar, de prijs van een vat Brent olie komt uit op 69,2 dollar terwijl een troy ounce goud nu op 1708 dollar staat.

Eerste posities maart met winst gesloten:
Onderaan deze update ziet u nog een overzicht wat betreft Trading en een aanbieding om mee te doen met onze signalen tot 1 MEI. Via de site en dan de Tradershop kunt u de posities met alle details zien staan. https://www.usmarkets.nl/tradershop

De LIVEBLOG en Twitter:
Via de LIVEBLOG en tussendoor ook via mijn Twitter account laat ik gedurende de dag ook wat grafiekjes met korte uitleg voorbij komen over de markt. Op Twitter kunt u mij volgen via @USMarkets dan kunt u deze snelle informatie die ik deel uiteraard ook inzien .... https://twitter.com/USMarkets , ook opvallende beursfeiten komen er vaak langs !

Inter Market overzicht op slotbasis ...

Nu lid worden tot 1 MEI voor €39?
Blijven schakelen tussen long en short blijft belangrijk de komende weken. Ook deze maand (maart) krijgen we genoeg kansen. Doe nu in ieder geval mee met de proef aanbieding voor nieuwe leden, die loopt tot 1 MEI en dat met een mooie korting !! ... €39 tot 1 MEI 2021 ... en voor Polleke €49 tot 1 MEI 2021 !!! https://www.usmarkets.nl/tradershop

Schrijf u in voor Systeem Trading (€39 tot 1 MEI)

Schrijf u in voor Index Trading (€39 tot 1 MEI)

Schrijf u in voor Guy Trading (€39 tot 1 MEI)

Schrijf u in voor Polleke Trading (€49 tot 1 MEI)

Schrijf u in voor de Aandelen portefeuille (€30 tot 1 MEI)

Schrijf u in voor COMBI TRADING (€79 tot 1 MEI)

Hieronder het resultaat maand Maart (2021) ...

Hieronder het resultaat tot nu toe dit jaar (2021) ...

Met vriendelijke groet,
Guy Boscart

GLOBAL TOP NEWS
The European Central Bank said on Thursday it would accelerate money-printing to keep a lid on euro zone borrowing costs, signalling to sceptical markets that it is determined to lay the foundation for a solid economic recovery.

President Joe Biden directed U.S. states on Thursday to make all adults eligible for the coronavirus vaccine by May 1 and urged Americans to stay vigilant or face more restrictions, hours after he signed a $1.9 trillion stimulus bill into law.

Washington has told the European Union that it should not expect to receive AstraZeneca COVID-19 vaccines manufactured in the United States any time soon, two EU sources said on Thursday, in a new blow to the bloc's supplies.


EUROPEAN COMPANY NEWS
Canada on Thursday said the AstraZeneca COVID-19 vaccine is safe after Denmark and Norway temporarily suspended its use amid reports that blood clots had formed in some who had received the shot.

Rolls-Royce has enough funding to weather the crisis in the aviation industry caused by the pandemic, its chief executive said on Thursday, after the engine maker plunged to a record 4 billion pound underlying loss for 2020.

BMW said on Thursday that it was back on a profitable track in 2021 after recovering from shutdowns and a serious dent to sales due to the COVID-19 pandemic in the first half of last year.


TODAY'S COMPANY ANNOUNCEMENTS
Adecoagro SA Q4 2020 Earnings Call
Andfjord Salmon AS Q4 2020 Earnings Release
Atlantia SpA Q4 2020 Earnings Call
Autins Group PLC Annual Shareholders Meeting
Autogrill SpA FY 2020 Earnings Call
Bavarian Nordic A/S FY 2020 Earnings Call
Be Shaping the Future SpA Shareholders Meeting
Bodycote PLC FY 2020 Earnings Call
ERG SpA FY 2020 ERG SpA Earnings Call
EssilorLuxottica SA FY 2020 Earnings Call
Flughafen Zuerich AG FY 2020 Earnings Release
Fortum Oyj Q4 2020 Earnings Release
Hammerson PLC FY 2020 Earnings Call
Manutan International SA Shareholders Meeting
Mapfre SA Annual Shareholders Meeting
NTG Nordic Transport Group AS Q4 2020 Earnings Call
Oesterreichische Post AG Q4 2020 Earnings Release
RTL Group SA FY 2020 Earnings Release
Sectra AB Q3 2021 Earnings Release


ECONOMIC EVENTS (All times GMT)
0530 Netherlands Trade Balance for Jan: Prior 5.319 bln EUR
0700 (approx.) Germany CPI Final mm for Feb: Expected 0.7%; Prior 0.7%
0700 (approx.) Germany CPI Final yy for Feb: Expected 1.3%; Prior 1.3%
0700 (approx.) Germany HICP Final mm for Feb: Expected 0.6%; Prior 0.6%
0700 (approx.) Germany HICP Final yy for Feb: Expected 1.6%; Prior 1.6%
0700 (approx.) Germany CPI Final NSA for Feb: Prior 106.3
0700 (approx.) United Kingdom GDP Estimate 3M/3M for Jan: Expected -2.5%; Prior 1.0%
0700 (approx.) United Kingdom GDP Estimate mm for Jan: Expected -4.9%; Prior 1.2%
0700 (approx.) United Kingdom GDP Estimate yy for Jan: Expected -10.9%; Prior -6.5%
0700 (approx.) United Kingdom Services mm for Jan: Expected -5.4%; Prior 1.7%
0700 (approx.) United Kingdom Services yy for Jan: Expected -11.6%; Prior -7.2%
0700 (approx.) United Kingdom Industrial Output mm for Jan: Expected -0.6%; Prior 0.2%
0700 (approx.) United Kingdom Industrial Output yy for Jan: Expected -4.0%; Prior -3.3%
0700 (approx.) United Kingdom Manufacturing Output mm for Jan: Expected -0.8%; Prior 0.3%
0700 (approx.) United Kingdom Manufacturing Output yy for Jan: Expected -3.6%; Prior -2.5%
0700 (approx.) United Kingdom Construction O/P Vol mm for Jan: Expected -1.0%; Prior -2.9%
0700 (approx.) United Kingdom Construction O/P Vol yy for Jan: Expected -4.8%; Prior -3.7%
0700 (approx.) United Kingdom Goods Trade Balance for Jan: Expected -12.500 bln GBP; Prior -14.315 bln GBP
0700 (approx.) United Kingdom Goods Trade Balance Non-EU for Jan: Expected -4.95 bln GBP; Prior -5.20 bln GBP
0800 Spain CPI mm Final NSA for Feb: Expected -0.6%; Prior -0.6%
0800 Spain CPI yy Final NSA for Feb: Expected 0.0%; Prior 0.0%
0800 Spain HICP Final mm for Feb: Expected -0.6%; Prior -0.6%
0800 Spain HICP Final yy for Feb: Expected -0.1%; Prior -0.1%
0800 Spain Core CPI yy for Feb: Prior 0.6%
0800 (approx.) Spain CPI Final NSA for Feb: Prior 104.064
0800 (approx.) Spain Retail Sales yy for Jan: Prior -1.5%
1000 Euro Zone Industrial Production mm for Jan: Expected 0.2%; Prior -1.6%
1000 Euro Zone Industrial Production yy for Jan: Expected -2.4%; Prior -0.8%
1100 (approx.) Portugal Global Trade Balance for Jan: Prior -3.277 bln EUR
1100 (approx.) Portugal Trade Balance 1-Month for Jan: Prior -1.370 bln EUR