Liveblog Archief vrijdag 22 januari 2021

TOP NEWS
Yellen vote in U.S. Senate committee to test support for Biden economic plan
The Senate Finance Committee will vote on Janet Yellen's nomination for Treasury secretary, an early litmus test of bipartisan support for President Joe Biden's ambitious plans for coronavirus relief, infrastructure investment and tax hikes.

• Biden to sign order to increase pandemic-related food aid
U.S. President Joe Biden will sign two executive orders aimed at speeding pandemic stimulus checks to families who need it most and increasing food aid for children who normally rely on school meals as a main source for nutrition.

• Schlumberger profit rises on cost cuts, oil demand recovery
Schlumberger's fourth-quarter revenue and adjusted profit grew compared to the previous quarter, aided by cost cuts and a recovery in demand for oilfield services and equipment after a pandemic-driven slump in drilling.f a global health emergency.

• Google says to block search engine in Australia if forced to pay for news
Google said it would block its search engine in Australia if the government proceeds with a new code that would force it and Facebook to pay media companies for the right to use their content.

Long road for Tesla in India with infrastructure, supply chain woes
Tesla is gearing up for an India launch but the U.S. electric carmaker is likely to remain a niche player for years, catering only to the rich and affluent in the world's second-most populous nation.


BEFORE THE BELLU.S. stock futures fell, along with world shares, as disappointing economic data across the globe and new pandemic restrictions in China dented a rally backed by hopes of U.S. stimulus by President Joe Biden. China virus restrictions also sparked fuel demand concerns, pushing oilprices lower. The dollar was little changed. Gold prices slumped as Treasury yields rose. Markit PMI data and existing home sales numbers are due for release later in the day.

STOCKS TO WATCH
Results
• IBM Corp: The company missed Wall Street estimates for quarterly revenue on Thursday, hurt by a rare sales decline in its software unit as clients shied away from longer-term deals due to pandemic-induced economic uncertainty. Revenue from its cloud-computing business rose 10% to a record $7.5 billion in the fourth quarter, with IBM saying it is confident of returning to sales growth in 2021 and expected revenue to grow in mid-single digits after the separation. That was not enough to convince investors, however, as the company's shares dropped in extended trading after IBM's fourth consecutive quarter of sales decline. Total revenue fell 6.5% to $20.37 billion, missing analysts' average estimate of $20.67 billion, according to IBES data from Refinitiv. Excluding items, IBM earned $2.07 per share, above estimates of $1.79.

• Intel Corp: The incoming chief executive of the company said on Thursday that most of the company's 2023 products will be made in Intel factories but he sketched a dual-track future in which it will lean more heavily on outside factories. Intel also forecast first-quarter revenue and profit above Wall Street expectations, continuing to benefit from pandemic demand for laptops and PCs that have powered the shift to working and playing from home. The chipmaker said it expects fiscal first-quarter adjusted sales of $17.5 billion and adjusted earnings per share of $1.10, both ahead of analyst consensus, according to IBES data from Refinitiv. Fourth-quarter revenue of $20 billion and adjusted earnings per share of $1.52 also beat Wall Street targets. The company also raised its dividend by 5%.

• Schlumberger NV: The company's fourth-quarter revenue and adjusted profit grew compared to the previous quarter, aided by cost cuts and a recovery in demand for oilfield services and equipment after a pandemic-driven slump in drilling. Schlumberger posted total fourth quarter revenue of $5.53 billion, 5.2% above the third quarter and its first quarter-over quarter increase since the third quarter of 2019. The oilfield services provider reported net income excluding charges and credits of $309 million, or 22 cents per share, in the fourth quarter, compared with an income of $228 million, or 16 cents, in the prior quarter.​
• Volkswagen AG: The company reported a nearly 50% drop in its 2020 adjusted operating profit but said car deliveries had recovered strongly in the fourth quarter, lifting its shares. The carmaker said full-year operating profit, excluding costs related to its diesel emissions scandal, came in at 10 billion euros, compared with 19.3 billion in 2019. Net cash flow at its automotive division was around 6 billion euros and car deliveries picked up towards the end of the year, the German group said in a statement. "The deliveries to customers of the Volkswagen Group continued to recover strongly in the fourth quarter and even exceeded the deliveries of the third quarter 2020," it said.
In Other News
• Alphabet Inc & Facebook Inc: Google said it would block its search engine in Australia if the government proceeds with a new code that would force it and Facebook to pay media companies for the right to use their content. Google's threat escalates a battle with publishers such as News Corp that is being closely watched around the world. The search giant had warned that its 19 million Australian users would face degraded search and YouTube experiences if the new code were enforced. Australia is on course to pass laws that would make tech giants negotiate payments with local publishers and broadcasters for content included in search results or news feeds. If they cannot strike a deal, a government-appointed arbitrator will decide the price. In other news, Alphabet is shutting down Loon after concluding the business, which offers balloons as an alternative to cell towers, is not commercially viable, Google's parent company said on Thursday.

• Amazon Inc: The company said on Thursday it will open a pop-up clinic in its Seattle headquarters on Jan. 24 with an aim to vaccinate 2,000 eligible members of the public against COVID-19 on the first day. Amazon Senior Vice President of Global Corporate Affairs Jay Carney, who announced the plan in a news conference with Washington Governor Jay Inslee, said a company executive will be working with Washington State's Vaccine Command Center. The clinic will be hosted in partnership with Virginia Mason Franciscan Health. The move came a day after Reuters reported that Amazon had offered to help with the United States' efforts involving the COVID-19 vaccine, citing a letter addressed to President Joe Biden. In other news, an India trader group representing millions of brick-and-mortar retailers said it has received government assurances that stringent changes will be made to foreign investment rules for e-commerce, a move that could hit Amazon.com.
• Ford Motor Co: The carmaker said on Thursday it will recall 3 million vehicles for air bag inflators that could rupture, at a cost of $610 million. The National Highway Traffic Safety Administration on Tuesday ordered Ford to issue the recall for driver-side air bag inflators, rejecting the automaker's 2017 petition to avoid it. The defect, which in rare instances leads to air bag inflators rupturing and sending potentially deadly metal fragments flying, prompted the largest automotive recall in U.S. history of more than 67 million inflators. Worldwide, about 100 million inflators installed by 19 major automakers have been recalled. The recall includes 2.7 million U.S. vehicles. Ford will include the cost in fourth-quarter results.

• JPMorgan Chase & Co: The company’s Chief Executive Officer Jamie Dimon will not get a raise in his annual pay and will receive $31.5 million for his work in 2020, the bank said on Thursday. Dimon's total compensation will include the same annual base salary of $1.5 million and a performance-based incentive of $30 million, according to a regulatory filing. The bank said directors based the pay decision on "the firm's strong performance" last year during the coronavirus pandemic and over the long term across business results, risk controls and conduct; client, customer and stakeholder focus; and teamwork and leadership.

• Liberty Media Corp: Liberty Media Acquisition Corporation (LMAC), a blank-check company backed by Formula One-owner Liberty Media Corp, said on Thursday it priced its initial public offering (IPO) at $10 a share to raise $500 million. The special acquisition purpose company (SPAC), which is due to begin trading on the Nasdaq on Friday under the symbol "LMACU", sold 50 million shares in its U.S. IPO. LMAC's management team will be led by Liberty Media Corp Chief Executive Officer Greg Maffei. Citigroup, Morgan Stanley, Credit Suisse and Goldman Sachs acted as joint book-running managers for the IPO.

• Stellantis NV: The company’s Chief Executive Carlos Tavares is touring the group's Italian plants, getting relations with local unions off to a good start as the newly-formed automaker seeks over 5 billion euros a year in savings. The carmaker was officially created on Saturday from the merger of Fiat Chrysler (FCA) and Peugeot-maker PSA, with former PSA boss Tavares becoming group CEO. FCA and PSA pledged to achieve the savings without closing any plants, and Tavares earlier this week also committed to not cutting jobs. In a gesture welcomed by Italy's unions, the CEO is visiting some of the group's main production sites in the country: Turin's Mirafiori on Wednesday, Melfi in the south on Thursday and Cassino in the centre on Friday.

• Tesla Inc: The company’s chief and billionaire entrepreneur Elon Musk on Thursday took to Twitter to promise a $100 million prize for development of the "best" technology to capture carbon dioxide emissions. Capturing planet-warming emissions is becoming a critical part of many plans to keep climate change in check, but very little progress has been made on the technology to date, with efforts focused on cutting emissions rather than taking carbon out of the air. The International Energy Agency said late last year that a sharp rise in the deployment of carbon capture technology was needed if countries are to meet net-zero emissions targets. "Am donating $100M towards a prize for best carbon capture technology," Musk wrote in a tweet, followed by a second tweet that promised "Details next week."


ANALYSISWall Street hedges against possible bumps in U.S. vaccine rollout
As U.S. stock prices have marched to record highs, futures contracts for Wall Street's "fear gauge" show some investors are buying insurance against market turbulence that could erupt if surprise glitches hit the U.S. rollout of COVID-19 vaccines.

ANALYSTS' RECOMMENDATION
• Facebook Inc: Oppenheimer raises target price to $345 from $300, anticipating that fourth-quarter advertising revenue will handily top Street estimates.

• Northern Trust Corp: Evercore ISI raises target price to $100 from $97, citing the company's in-line fourth quarter results along with more room to bring in deposits.

• Regis Corp: Jefferies cuts rating to hold from buy, saying that the company needs time to let franchisees regain footing.

• Vista Outdoor Inc: Wedbush initiates coverage with outperform rating and $36 target price, citing significant room for both earnings upside and multiple expansion along with a survey suggesting customers interest in camping, hiking, outdoor cooking and cycling, which are all key categories for the company.


ECONOMIC EVENTS (All timings in U.S. Eastern Time)
0945 Markit Composite Flash PMI for Jan: Prior 55.3
0945 Markit Manufacturing PMI Flash for Jan: Expected 56.5; Prior 57.1
0945 Markit Services PMI Flash for Jan: Expected 53.6; Prior 54.8
1000 Existing home sales for Dec: Expected 6.55 mln; Prior 6.69 mln
1000 Existing home sales percentage change for Dec: Expected -2.0%; Prior -2.5%


COMPANIES REPORTING RESULTS
Kansas City Southern: Expected Q4 earnings of $1.92 per share


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 PPG Industries Inc: Q4 earnings conference call
0830 Schlumberger NV: Q4 earnings conference call
0830 Huntington Bancshares Inc: Q4 earnings conference call
0845 Kansas City Southern: Q4 earnings conference call
0900 Ally Financial Inc: Q4 earnings conference call
0930 First Horizon Corp (Tennessee): Q4 earnings conference call
1100 Regions Financial Corp: Q4 earnings conference call
1200 Western Alliance Bancorp: Q4 earnings conference c

Goedemorgen
Een dag met niet veel om over na te praten, we zien dat de indices een verdeeld beeld lieten zien donderdag al werd er wel met wat winst afgesloten en dan vooral met lokale verschillen. Zo won de AEX 4,6% terwijl de DAX 15 punten moest inleveren. In Frankrijk was er ook verlies, de CAC sloot 38 punten lager.

Op Wall Street was er een kleine winst van 1 punt voor de S&P 500 terwijl de Nasdaq er met 73 punten op vooruit ging. De Dow Jones liet een klein verliesje zien, de index sloot 12 punten lager. Vanmorgen zien we dat de futures op Wall Street lager staan, de Dow future verliest 140 punten terwijl de S&P future 15 punten lager staat. De Nasdaq 100 future zien we 45 punten lager vanmorgen.

ASML was binnen de AEX wederom de uitblinker, na de sterke kwartaalcijfers van woensdag kwamen er veel analisten met een verhoging van hun advies over ASML, het aandeel liep met bijna 4% op donderdag.

De kwartaalcijfers van IBM donderdag nabeurs vielen tegen terwijl die van Intel juist meevielen. Wel verloren beide aandelen nabeurs. Vandaag maar even kijken hoe Wall Street het zal doen vanmiddag, via de futures staan de indices daar vanmorgen lager.

Na de stijging van de afgelopen dagen zien we dat alle indices weer boven in de bekende WIG uitkomen waardoor we ook nu nog geen duidelijke uitbraak zien tot nu toe. Dat is zo bij de AEX, de DAX, de Dow Jones, de S&P 500 en de Nasdaq.

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

Euro, olie en goud:
De euro zien we nu rond de 1.215 dollar, de prijs van een vat Brent olie komt uit op 55,5 dollar terwijl een troy ounce goud nu op 1859 dollar staat. De Bitcoin herpakt zich na enkele dolle dagen, nu moet je 31.000 dollar neertellen voor 1 Bitcoin ...

Strategische posities:
Zodra u lid wordt ontvangt u de signalen en kunt u meteen de lopende posities inzien via onze Tradershop op de website. Ik probeer in ieder geval zo goed als dat kan om met de markt mee te gaan, wel is het zo dat de markt volatiel blijft voorlopig en die kan zelfs nog wat gaan toenemen. Wat ik moet doen is in ieder geval blijven schakelen tussen long en short.

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

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Met vriendelijke groet,
Guy Boscart

GLOBAL TOP NEWS
President Joe Biden unveiled sweeping measures to battle COVID-19 on his first full day in office on Thursday, with his chief medical adviser, Anthony Fauci, praising his new boss' willingness to "let the science speak" in contrast to the Trump administration.

The European Central Bank warned on Thursday that the recent surge in COVID-19 infections posed a risk to the euro zone's recovery and reaffirmed its pledge to keep borrowing costs at record lows to help the economy weather the pandemic.

British manufacturers' concerns about shortages of low-wage workers and supplies have risen the most in almost 50 years, a survey showed on Thursday, as they wrestle with COVID-19 disruptions and new customs rules after leaving the European Union.​


EUROPEAN COMPANY NEWS
Pfizer and BioNTech have agreed to supply their COVID-19 vaccine to the World Health Organization co-led COVAX vaccine access scheme, two sources familiar with the deal said, the latest in a series of shots to be included in the project aimed at lower-income countries.

Next said on Thursday it had pulled out of the bidding for brands owned by British tycoon Philip Green's Arcadia Group as it was unable to meet the price expectations of the collapsed fashion chain.

German engineering group Siemens reported on Thursday better-than-expected preliminary results for its fiscal first quarter, driven by a strong performance of its digital division.​


TODAY'S COMPANY ANNOUNCEMENTS
Castellum AB Q4 2020 Earnings Release
Character Group PLC Annual Shareholders Meeting
Cleen Energy AG Annual Shareholders Meeting
Gjensidige Forsikring ASA Q4 2020 Earnings Release
Investunity AG Annual Shareholders Meeting
Ironveld PLC Annual Shareholders Meeting
Secunet Security Networks AG Preliminary Q4 2020 Earnings Release
Topdanmark A/S Q4 2020 Earnings Release​


ECONOMIC EVENTS (All times GMT)0700 (approx.) United Kingdom Public Sector Net Borrowing Ex-Banks for Dec: Expected 32.100 bln GBP; Prior 31.600 bln GBP0700 (approx.) United Kingdom Public Sector Net Borrowing for Dec: Prior 30.837 bln GBP0700 (approx.) United Kingdom Public Sector Net Cash Requirement for Dec: Prior 23.518 bln GBP0700 (approx.) United Kingdom Retail Sales mm for Dec: Expected 1.2%; Prior -3.8%0700 (approx.) United Kingdom Retail Sales Ex-Fuel mm for Dec: Expected 0.8%; Prior -2.6%0700 (approx.) United Kingdom Retail Sales yy for Dec: Expected 4.0%; Prior 2.4%0700 (approx.) United Kingdom Retail Sales Ex-Fuel yy for Dec: Expected 7.0%; Prior 5.6%0815 France Markit Manufacturing Flash PMI for Jan: Expected 50.5; Prior 51.10815 France Markit Services Flash PMI for Jan: Expected 48.5; Prior 49.10815 France Markit Composite Flash PMI for Jan: Expected 49.0; Prior 49.50830 Germany Markit Manufacturing Flash PMI for Jan: Expected 57.5; Prior 58.30830 Germany Markit Services Flash PMI for Jan: Expected 45.3; Prior 47.00830 Germany Markit Composite Flash PMI for Jan: Expected 50.3; Prior 52.00900 Euro Zone Markit Manufacturing Flash PMI for Jan: Expected 54.5; Prior 55.20900 Euro Zone Markit Services Flash PMI for Jan: Expected 44.5; Prior 46.40900 Euro Zone Markit Composite Flash PMI for Jan: Expected 47.6; Prior 49.10930 United Kingdom Flash Composite PMI for Jan: Expected 45.5; Prior 50.40930 United Kingdom Flash Manufacturing PMI for Jan: Expected 54.0; Prior 57.50930 United Kingdom Flash Services PMI for Jan: Expected 45.0; Prior 49.4