Liveblog Archief woensdag 20 mei 2020

12 liveblog items op woensdag 20 mei 2020.

Wo 20 mei 2020, 19:10

Een overzicht wat betreft de handel VS-China dit jaar, waar de prognose lag en waar we nu staan na april ... Loopt ook behoorlijk achter zo te zien ...

China US overzicht 2020
Wo 20 mei 2020, 18:13

Enkele sentiment indicatoren zoals ze eruit zien vandaag ...

Schermafbeelding 2020 05 20 om 18 17 07
Willem Hardeman wo 20 mei 2020, 18:59 Was er geen Webinar voorzien vandaag?
Wo 20 mei 2020, 17:44

Europa knalt omhoog, is moeilijk te begrijpen maar het is een feit

Eigenlijk kan ik het niet zo goed bevatten, ik weet dat er beleggers zijn die denken het te begrijpen maar ik behoor niet tot die groep. We staan nu 100 punten onder de top, en zo'n 150 punten boven de bodem van maart met de AEX index. Ook de DAX timmert aan de weg en verlaat de 11.000 zone stevig met nu al 11.200 op de borden. Wall Street pakt de sessie van gisteren volledig terug met vooral de Nasdaq die doortrekt, de index die eerst wat achterbleef maandag. Sector rotatie met de Nasdaq op een zucht van de top die op 10-20 februari werd neergezet. We zitten er met de Nasdaq 100 amper 250 punten onder nu ... De trekpaarden blijven de FAANG aandelen met Microsoft erbij, die samen nemen zo'n 45% van de gehele index voor hun rekening vandaag. Worden de toppen behaald de komende dagen?

Om eerlijk te zijn, ik weet het op dit moment ook niet meer, als je naar de economie kijkt en naar de beurs standen, dan klopt er iets niet maar blijkbaar is het ook niet tegen te houden ook al zijn de waarderingen zo hoog dat we het niet terug kunnen vinden in de geschiedenis van Wall Street.

Binnen de AEX zien we ASML €12 hoger sluiten op een nieuwe hoogste stand ooit €296 ... Het aandeel dat het zwaarst meeweegt binnen de AEX index zorgt voor ongeveer 4-5 pluspunten vandaag ...

Dus ja, ik zit niet goed met de posities, maar ik denk nog niet aan capituleren, eerst even zien hoe de rest van de week gaat lopen, je staat ook zo 3-4% lager in deze markt ...

Tot later ... Guy

Huisje wo 20 mei 2020, 21:01 Ik denk dat we morgen weer verkeerd zitten.
Huisje wo 20 mei 2020, 20:22 Ik begrijp de beurs al jaren niet meer. Maar het gaat gewoon door denk ik. Zo lang er maar gestimuleerd.
Patval wo 20 mei 2020, 18:50 Ooit heeft het er al iemand op gepost nl https://www.youtube.com/watch?v=aTewPJ5b-5o .de wereld op z'n kop.(Discover How You Get SCREWED!).Ook ik zie het sober in en welke idioot koop nu nog stocks ? Met alle respect..
dmantione wo 20 mei 2020, 18:22 Als belegger moet je ook met zeepbellen om kunnen gaan. Wat mij betreft is 531 te hoog om serieus beer te kunnen blijven, ik denk dat de stierenpet op moet. Weliswaar met een dubbel gevoel.
Stijn De Clerck wo 20 mei 2020, 18:20 Ik snap het ook niet. Die tech en chip begint belachelijk te worden nu, Nvidia op een maand 100$ erbij, van waar komt dat allemaal ?
Lees meer
Wo 20 mei 2020, 16:53

Een TA analyse uit de VS

STOCKS CONTINUE RALLY MODE... Stock prices are trading sharply higher again today. Chart 1 shows the Nasdaq Composite Index ($COMPQ)...

Deze inhoud is alleen beschikbaar voor betalende leden.

Wo 20 mei 2020, 16:32

Marktcijfers

Actueel Verwacht Vorige
USA USA: Ruwe Olievoorraden 16:30 -4,983M 1,151M -0,745M Actueel: -4,983M Verwacht: 1,151M Vorige: -0,745M
Wo 20 mei 2020, 13:59

Markt snapshot Wall Street vandaag

OP NEWS
Target profit sinks 64% as COVID-19 costs offset gains from sales surge
Target reported a 64% plunge in quarterly profit, pummeled by costs to tackle the coronavirus outbreak, even as panic-buying during the crisis lifted the big-box retailer's online and store sales.
Johnson & Johnson to stop selling talc baby powder in U.S. and Canada
Johnson & Johnson on Tuesday announced it would stop selling its talc Baby Powder in the United States and Canada, saying demand had dropped in the wake of what it called "misinformation" about the product’s safety amid a barrage of legal challenges.
Lowe's beats sales estimates as lockdowns spur home improvement spending
Lowe's beat quarterly estimates for same-store sales, as coronavirus lockdowns led people to spend more on tools and paint for home remodeling and repairs.
China stands pat on benchmark rate, signals brief pause in easing efforts
China held its benchmark lending rate steady, though analysts believe the widely expected decision signals just a brief pause in the central bank's efforts to support an economy ravaged by the coronavirus pandemic.
Senate Democrats call for Trump administration to unveil details of TSMC plant deal
Democratic lawmakers on Tuesday urged the Trump administration to answer "serious questions" about Taiwan Semiconductor Manufacturing Co's plans to build a U.S.-based $12 billion plant, flagging national security concerns and potentially undisclosed subsidies.


BEFORE THE BELL
U.S. stock index futures climbed, after a downbeat session on Wall Street in the previous day, on hopes of continued fiscal and monetary support. Most European shares pared losses, after falling earlier on doubts over a potential COVID-19 vaccine. China shares closed down, while Japanese stocks gained. The euro edged up, propelled by the Franco-German proposal for the common fund. The dollar was little changed against its peers. In commodities, oil rose on a drawdown in U.S. crude inventories and signs of firmer demand and safe-haven bets supported gold.


STOCKS TO WATCH
Results
Lowe's Cos Inc (LOW). The company beat quarterly estimates for same-store sales, as coronavirus lockdowns led people to spend more on tools and paint for home remodeling and repairs. Lowe's online sales surged 80% in the quarter, as customers flocked to its website since the company had to limit its operating hours and implement other social distancing measures at its stores to minimize the risk of the virus spreading. Excluding certain items, the company earned $1.77 per share, beating estimates of a profit of $1.32 per share. Lowe's same-store sales jumped 11.2%, while analysts were expecting only a 3.4% increase.
Target Corp (TGT). The company reported a 64% plunge in quarterly profit, pummeled by costs to tackle the coronavirus outbreak, even as panic-buying during the crisis lifted the big-box retailer's online and store sales. The company spent about $500 million in the first quarter to maintain safety measures at stores and to pay employees higher wages for working through the pandemic. Stay-at-home orders imposed to contain the virus powered a 141% jump in Target's online comparable sales, accounting for almost all of its same-store sales growth. The company's net earnings fell to $284 million from $795 million, a year earlier. On an adjusted basis, the company earned 59 cents per share. Revenue rose 11.3% to $19.37 billion, edging past expectations of $19.04 billion.
Urban Outfitters Inc (URBN). The apparel retailer on Tuesday projected a 60% decline in same-store sales in the second quarter due to tepid demand recovery from the COVID-19 pandemic disruptions. Urban Outfitters also reported worse-than-expected preliminary results for first-quarter, as its stores remained closed for about half of the quarter due to the coronavirus-led restrictions. Excluding items, the company recorded a loss of 77 cents per share, while analysts' had estimated a 29-cent loss. ​

In Other News
Alibaba Group Holding Ltd (BABA). The company will invest $1.41 billion into an AI (artificial intelligence) and IoT (Internet of Things) system centered around its Tmall Genie smart speaker, the company announced. The money will be used to add more content to Tmall Genie, as well as develop proprietary technology, Alibaba said.
AstraZeneca Plc (AZN) & Merck & Co Inc (MRK). The U.S. Food and Drug Administration approved AstraZeneca and Merck’s Lynparza as a treatment for a form of prostate cancer, the companies said in a joint statement. The drug approval by the U.S. regulator is for treating patients with a form of prostate cancer that could not be held back by standard hormone therapy. The approval was based on results from a late-stage study where the drug reduced the risk of disease progression or death by 66% when compared with hormonal anticancer therapies such as enzalutamide or abiraterone.
Deutsche Bank AG (DB). The CEO said the bank needed to become more profitable before taking a leading role in European banking consolidation and dismissed concerns it would need state aid as it handles the fallout of the coronavirus outbreak. Chief Executive Officer Christian Sewing was speaking to shareholders at the bank's annual general meeting as he addressed questions about the bank's strategy. Asked by a shareholder about whether the bank could avoid resorting to state aid during the coronavirus crisis, Sewing said the bank was much stronger than a few years ago. "We are therefore well equipped to master the challenge that the current environment poses," said Sewing. "The question ... isn't applicable".
HSBC Holdings PLC (HSBC). The company expects to achieve double-digit asset growth in its newly combined wealth business in Asia Pacific in the next three years, as it looks to grab a bigger share of the growing rich population, the unit's regional head told Reuters. Aiming to become the top wealth manager in Asia Pacific in the medium-to-long-term, HSBC plans to sharpen its focus on clients with investable assets of over $1 million, said Greg Hingston, regional head of wealth and personal banking business. "With the combination, there is a big, big focus on family offices going forward. And it all fits within that focus around increasing penetration into the high and ultra-high networth segments," said Hingston, who took over the new role on April 1.
Johnson & Johnson (JNJ). The company on Tuesday announced it would stop selling its talc Baby Powder in the United States and Canada, saying demand had dropped in the wake of what it called "misinformation" about the product’s safety amid a barrage of legal challenges. J&J faces more than 19,000 lawsuits from consumers and their survivors claiming its talc products caused cancer due to contamination with asbestos, a known carcinogen. Many are pending before a U.S. district judge in New Jersey. J&J has faced intense scrutiny of the safety of its baby powder following an investigative report by Reuters in 2018 that found the company knew for decades that asbestos lurked in its talc.
Lockheed Martin Corp (LMT). The company said on Tuesday it will slow production of its stealthy F-35 fighter jets at its Texas facility, possibly delaying delivery of between 18 and 24 jets due to a parts shortage as the coronavirus hampers production across the jet's vast supply chain. Greg Ulmer, who runs Lockheed Martin's F-35 program, told Reuters in an interview that "we're going to slow the production rate down for about two to three months." Companies that make parts for the structural components of the jet aircraft are having to slow production due to the virus, Ulmer said. The company said in a statement it expects the financial impact "to be consistent with what we've reported previously," and that they will share any new information during the next earnings call.
Luckin Coffee Inc (LK). A company linked to China's scandal-hit Luckin Coffee is seeking fresh capital, sources said, highlighting the ripple effect of Luckin's fabricated transactions as the chairman of both firms scrambles to avoid a cash crunch. UCAR Inc, founded by Charles Zhengyao Lu, is looking to sell its limited partner (LP) interest worth $141 million in Chinese private equity firm Centurium Capital's yuan fund, people with knowledge of the matter told Reuters. The chauffeured car service provider, in which Lu is the biggest shareholder owning roughly 10%, has approached prospective investors for its 30.75% LP interest in UCAR Industrial Fund, managed by Centurium, said the people. Private equity fund investors are also known as LPs.
MGM Resorts International (MGM), Caesars Entertainment Corp (CZR) & Boyd Gaming Corp (BYD). The Las Vegas gaming industry will offer COVID-19 tests to employees before they return to work, the Culinary Union announced Tuesday, moving the hard-hit sector a step closer to reopening. MGM Resorts, Caesars Entertainment and Boyd Gaming will participate in the testing plan. Testing is expected to begin on May 21 and will continue as employees return to work. It will be conducted at the Las Vegas Convention Center in partnership with the University Medical Center, a Las Vegas hospital.
Moderna Inc (MRNA). Data from a small, early-stage safety trial testing Moderna's experimental COVID-19 vaccine does not provide the critical data needed to assess its effectiveness, health-focused Stat News reported on Tuesday, citing experts. Stat quoted health experts saying that Moderna had not provided enough data in its news release to judge the vaccine candidate.
Spotify Technology SA (SPOT). The company said on Tuesday comedian Joe Rogan's podcast will be available on the music streaming platform starting Sept. 1 and will become an exclusive later this year. Rogan's podcast, "The Joe Rogan Experience," is downloaded millions of times each month and is routinely featured among the top podcasts on Apple's charts. He has interviewed well-known politicians and businessmen on the show, including Tesla Chief Executive Officer Elon Musk and U.S. Senator Bernie Sanders. The company did not disclose financial details of the multi-year agreement. The podcast will be free for all of the platform's users. ​


GRAPHIC
Twenty-year Treasury bond will add to $25 trillion U.S. debt pile
Investors expect robust demand for the Treasury Department's new $20 billion issue of 20-year bonds, set to launch Wednesday, from U.S. institutions, foreign investors and other market participants.


ANALYSTS' RECOMMENDATION
Advance Auto Parts Inc (AAP). RBC raises target price to $155 from $136, saying auto part sales will continue to accelerate as the U.S. economy reopens.
Darden Restaurants Inc (DRI). RBC raises target price to $87 from $80, stating the dining rooms continue to reopen, which should drive sequential sales improvement.
Home Depot Inc (HD). RBC raises target price to $266 from $261,factoring the company’s better customer service, improved merchandising, additional supply-chain enhancements, and strong returns to shareholders through dividends and stock buybacks.
Urban Outfitters Inc (URBN). JPMorgan cuts target price to $16 from $17, citing the company’s slowing comp momentum and competitive promotional environment.
Walmart Inc (WMT). RBC raises target price to $132 from $129, to reflect a massive surge in top-line performance and a spike in e-commerce sales for the company.​


ECONOMIC EVENTS
No major economic indicators are scheduled for release.


COMPANIES REPORTING RESULTS
Analog Devices Inc (ADI). Expected Q2 earnings of $1.03 cents per share
Copart Inc (CPRT). Expected Q3 earnings of 64 cents per share
Expedia Group Inc (EXPE). Expected Q1 loss of $1.23 cents per share
L Brands Inc (LB). Expected Q1 loss of 70 cents per share
Progressive Corp (PGR). Expected Ap earnings of $1.75 cents per share
Royal Caribbean Cruises Ltd (RCL). Expected Q1 loss of 63 cents per share
Synopsys Inc (SNPS). Expected Q2 earnings of 99 cents per share
Take-Two Interactive Software Inc (TTWO). Expected Q4 earnings of 89 cents per share


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 Burlington Stores Inc (BURL). Annual Shareholders Meeting
0800 Dentsply Sirona Inc (XRAY). Annual Shareholders Meeting
0800 Equitable Holdings Inc (EQH). Annual Shareholders Meeting
0800 McKesson Corp (MCK). Q4 earnings conference call
0800 Navient Corp (NAVI). Annual Shareholders Meeting
0800 Northrop Grumman Corp (NOC). Annual Shareholders Meeting
0800 Target Corp (TGT). Q1 earnings conference call
0800 Victory Capital Holdings Inc (VCTR). Annual Shareholders Meeting
0830 iRobot Corp (IRBT). Annual Shareholders Meeting
0830 Zoetis Inc (ZTS). Annual Shareholders Meeting
0900 Annaly Capital Management Inc (NLY). Annual Shareholders Meeting
0900 AtriCure Inc (ATRC). Annual Shareholders Meeting
0900 BioXcel Therapeutics Inc (BTAI). Annual Shareholders Meeting
0900 Boston Properties Inc (BXP). Annual Shareholders Meeting
0900 Foot Locker Inc (FL). Annual Shareholders Meeting
0900 Lowe's Companies Inc (LOW). Q1 earnings conference call
0900 SS&C Technologies Holdings Inc (SSNC). Annual Shareholders Meeting
0900 State Street Corp (STT). Annual Shareholders Meeting
0930 Akamai Technologies Inc (AKAM). Annual Shareholders Meeting
0930 Integer Holdings Corp (ITGR). Annual Shareholders Meeting
1000 Analog Devices Inc (ADI). Q2 earnings conference call
1000 Cactus Inc (WHD). Annual Shareholders Meeting
1000 CSW Industrials Inc (CSWI). Q4 earnings conference call
1000 First Midwest Bancorp Inc (FMBI). Annual Shareholders Meeting
1000 Graphic Packaging Holding Co (GPK). Annual Shareholders Meeting
1000 Horace Mann Educators Corp (HMN). Annual Shareholders Meeting
1000 Ingredion Inc (INGR). Annual Shareholders Meeting
1000 Old Dominion Freight Line Inc (ODFL). Annual Shareholders Meeting
1000 ON Semiconductor Corp (ON). Annual Shareholders Meeting
1000 ONEOK Inc (OKE). Annual Shareholders Meeting
1000 Royal Caribbean Cruises Ltd (RCL). Q1 earnings conference call
1000 Safety Insurance Group Inc (SAFT). Annual Shareholders Meeting
1000 Sunnova Energy International Inc (NOVA). Annual Shareholders Meeting
1000 United Airlines Holdings Inc (UAL). Annual Shareholders Meeting
1000 Universal Health Services Inc (UHS). Annual Shareholders Meeting
1030 Hyatt Hotels Corp (H). Annual Shareholders Meeting
1030 NGM Biopharmaceuticals Inc (NGM). Annual Shareholders Meeting
1100 Alteryx Inc (AYX). Annual Shareholders Meeting
1100 American Financial Group Inc (AFG). Annual Shareholders Meeting
1100 Amphenol Corp (APH). Annual Shareholders Meeting
1100 CenturyLink Inc (CTL). Annual Shareholders Meeting
1100 CVB Financial Corp (CVBF). Annual Shareholders Meeting
1100 Eaton Vance Corp (EV). Q2 earnings conference call
1100 Hub Group Inc (HUBG). Annual Shareholders Meeting
1100 Kronos Worldwide Inc (KRO). Annual Shareholders Meeting
1100 National Oilwell Varco Inc (NOV). Annual Shareholders Meeting
1100 Perficient Inc (PRFT). Annual Shareholders Meeting
1100 RBC Bearings Inc (ROLL). Q4 earnings conference call
1130 Towne Bank (TOWN). Annual Shareholders Meeting
1200 Hudson Pacific Properties Inc (HPP). Annual Shareholders Meeting
1200 Insight Enterprises Inc (NSIT). Annual Shareholders Meeting
1230 Hartford Financial Services Group Inc (HIG). Annual Shareholders Meeting
1230 Pinnacle West Capital Corp (PNW). Annual Shareholders Meeting
1230 Yeti Holdings Inc (YETI). Annual Shareholders Meeting
1300 Exelixis Inc (EXEL). Annual Shareholders Meeting
1300 Molson Coors Beverage Co (TAP). Annual Shareholders Meeting
1300 Robert Half International Inc (RHI). Annual Shareholders Meeting
1300 Thermo Fisher Scientific Inc (TMO). Annual Shareholders Meeting
1330 VEREIT Inc (VER). Q1 earnings conference call
1400 Enphase Energy Inc (ENPH). Annual Shareholders Meeting
1400 Equitrans Midstream Corp (ETRN). Annual Shareholders Meeting
1400 Heartland Financial USA Inc (HTLF). Annual Shareholders Meeting
1500 CF Industries Holdings Inc (CF). Annual Shareholders Meeting
1500 Community Bank System Inc (CBU). Annual Shareholders Meeting
1500 Insperity Inc (NSP). Annual Shareholders Meeting
1500 Plains All American Pipeline LP (PAA). Annual Shareholders Meeting
1500 Reinsurance Group of America Inc (RGA). Annual Shareholders Meeting
1530 Plains GP Holdings LP (PAGP). Annual Shareholders Meeting
1600 Align Technology Inc (ALGN). Annual Shareholders Meeting
1600 CoreSite Realty Corp (COR). Annual Shareholders Meeting
1600 Ross Stores Inc (ROST). Annual Shareholders Meeting
1600 Verisk Analytics Inc (VRSK). Annual Shareholders Meeting
1630 Expedia Group Inc (EXPE). Q1 earnings conference call
1630 Take-Two Interactive Software Inc (TTWO). Q4 earnings conference call
1700 Invitation Homes Inc (INVH). Annual Shareholders Meeting
1700 Synopsys Inc (SNPS). Q2 earnings conference call
1800 Nordstrom Inc (JWN). Annual Shareholders Meeting
1900 Reliance Steel & Aluminum Co (RS). Annual Shareholders Meeting
2000 HUYA Inc (HUYA). Q1 earnings conference call


EX-DIVIDENDS
Applied Materials Inc (AMAT). Amount $0.22
CenterPoint Energy Inc (CNP). Amount $0.15
Discover Financial Services (DFS). Amount $0.44
Littelfuse Inc (LFUS). Amount $0.48
LTC Properties Inc (LTC). Amount $0.19
Microchip Technology Inc (MCHP). Amount $0.36
Microsoft Corp (MSFT). Amount $0.51
Ormat Technologies Inc (ORA). Amount $0.11
Reinsurance Group of America Inc (RGA). Amount $0.70
Skyworks Solutions Inc (SWKS). Amount $0.44
Snap-On Inc (SNA). Amount $1.08
W. R. Grace & Co (GRA). Amount $0.30

Wo 20 mei 2020, 11:02

Marktcijfers

Actueel Verwacht Vorige
EUROPA EUROPA: CPI (Jaarlijks) (Apr) 11:00 0,3% 0,4% 0,7% Actueel: 0,3% Verwacht: 0,4% Vorige: 0,7%
Wo 20 mei 2020, 10:05

TA Dow, Nike, Pfizer en Exxon Mobile

Maandag waren een aan­tal aan­de­len uit de AEX en de AEX zelf aan de beurt. We zagen hele inter­es­sante ver­schillen in de grafieken. Van­daag kijk ik met u naar de Dow Jones en drie aan­de­len die deel uit­mak­en van deze index. Zijn deze grafieken ook zo verschillend?De Dow, we hebben deze index al vaker…

Lees verder »
Wo 20 mei 2020, 08:30

TA - Voor deze twee bedrijven kwam de lockdown keihard aan.

Het einde van de lock­down komt langza­am maar zek­er inzicht. We kijken van­daag naar twee bedri­jven welke sinds het begin van de CRASH 50% of meer aan koer­swaarde hebben ingeleverd. Uni­bail Uni­bail-Rodam­co-West­field SE is bin­nen Europa een bek­ende naam onder de com­mer­ciële vastgoedondernemingen.…

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Wo 20 mei 2020, 07:33

Wake-up call: Futures hoger, twijfels rondom vaccin en webinar leden

Goedemorgen
Wederom een dag met vraagtekens, twijfels en de vraag wat de markt gaat doen vandaag. De futures bewegen in ieder geval en vanmorgen in de positieve richting. De rally van maandag was enorm door de omstandigheden die ik al aangaf gisteren, er kwamen veel berichten die beleggers in de wolken brachten maar een dag later zien we alles al wat minder positief in. Neem nu dat nieuws over het vaccin, dat blijkt allemaal wat te positief gebracht en er is nu al een soort schandaal gaande dat een van de directie van het bedrijf Moderna 261.000 van zijn aandelen verkocht maandag, gaat het hier om hulp aan de maatschappij? Of om grof geld verdienen? Toch iets wat niet correct is als je het mij vraagt maar zo gaat dat met het grote geld en zeker in de VS in deze barre tijden. We weten allemaal dat er iets niet klopt op de financiële markten momenteel maar we moeten ermee om leren gaan, we moeten voorzichtig blijven en zoeken naar mogelijkheden in welke omstandigheden dan ook ...

Goed, ik blijf er rustig bij, we weten dat niet alles makkelijk is in deze fase, ik probeer mijn ervaring over te brengen richting de bezoekers en vooral de leden van US Markets. Daarom geef ik ook een Webinar voor de leden vanavond waar ik wat vragen zal beantwoorden over de markt, de psychologie en de manier van benaderen. Zie de LIVEBLOG met daar de link om u aan te melden, maximaal 100 deelnemers, dus wees snel ...

Technisch de markten bekijken is moeilijk nu, we kunnen hier en daar wel wat indicaties aflezen maar door de omstandigheden, de cijfers en de onmogelijk in te schatten situatie waar we in zitten is het zo dat de markten fors op en neer kunnen bewegen op het minste nieuws. Hoe zit het met de onderliggende economie op dit moment? Mensen zitten thuis, de capaciteit bij meer dan 70% van de bedrijven is gedaald tot een niveau dat ook al moeilijk is in te schatten en zoals ik al aangaf moet het ergste nog komen wat betreft de cijfers (resultaten).

Neem daarbij de hoge waarderingen waar we mee te maken hebben want de bedrijfswinsten (of verliezen) worden verdeeld over de aandelen die uitstaan en hoe minder winst er wordt gemaakt des te hoger de PE verhouding van een bedrijf zal worden. En we zitten bij veel bedrijven al aan een historisch hoge PE verhouding. Beleggers moeten wel vooruit kijken, dat begrijp ik, maar ik denk niet dat we voor 2022 weer op een normaal niveau geraken. Als de beurzen, ofwel de koersen verder oplopen dan is er geen houden meer aan hetgeen wil zeggen dat de verhoudingen compleet zoek zijn. Met andere woorden, ik leen iedereen €100 uit vandaag en ik beloof het in 2022 terug te betalen met €115, de komende 2 jaar haal ik mijn doelstellingen niet en kan slechts €75 terug betalen dan denk ik dat er velen teleurgesteld zullen zijn. Of de een goeie rijke vriend van mij (de FED wat betreft de markt) moet zo vriendelijk zijn om die €40 van mij over te nemen zonder verplichtingen. Wel dat is een beetje de situatie nu, maar hoe lang kan men dat volhouden? Ik ben dan wel te verstaan niet alleen die moet gaan bedelen bij een vriend (de FED), er zullen er duizenden zijn die in dezelfde situatie zitten ... Het is een vrij simpele uitleg maar het is wel een feit over de situatie waarin we ons bevinden momenteel ...

Goed, we zien wel hoe het zal verlopen de komende weken, maanden, wel weet ik dat het nog een tijdje zal aanslepen dit allemaal ...

In de loop van de dag zal ik wel weer met wat updates komen en feitjes ... Wie mee wil met de posities kan lid worden via de nieuwe aanbieding die nu tot 1 augustus loopt voor €39 ...

Schrijf u in via de link https://www.usmarkets.nl/tradershop

Tot later ... Guy

ak-47 wo 20 mei 2020, 09:58 om 12 h 30-year mortgage rate
ak-47 wo 20 mei 2020, 09:57 https://www.investing.com/news/economic-indicators/twentyyear-treasury-bond-will-add-to-25-trillion-us-debt-pile-2177687
Wietze21 wo 20 mei 2020, 09:30 https://twitter.com/C_Barraud/status/1262981635185741824
ak-47 wo 20 mei 2020, 08:51 om 16 h olie stockage - wat gaan ze nu uitvinden om het positief te doen draaien, en ja we gaan het zien
ak-47 wo 20 mei 2020, 08:51 earnings vandaag van target, lowe en T2
Lees meer
Wo 20 mei 2020, 06:57

Mark snapshot vandaag Europa

GLOBAL TOP NEWS
U.S. Treasury Secretary Steven Mnuchin on Tuesday defended the Trump administration's fiscal response to the coronavirus pandemic and told senators he was willing to consider extending and modifying a payroll loan program for small businesses.

China held its benchmark lending rate steady, though analysts believe the widely expected decision signals just a brief pause in the central bank's efforts to support an economy ravaged by the coronavirus pandemic.

The World Health Organization's head said on Tuesday he would keep leading the global fight against the coronavirus pandemic, after U.S. President Donald Trump threatened to cut off funding and quit the body.

EUROPEAN COMPANY NEWS
Chinese hackers are suspected of accessing email and travel details of about nine million easyJet customers, said two sources familiar with the investigation into a cyberattack disclosed by the British airline on Tuesday.

HSBC expects to achieve double-digit asset growth in its newly combined wealth business in Asia Pacific in the next three years, as it looks to grab a bigger share of the growing rich population, the unit's regional head told Reuters.​

Volkswagen AG has agreed to pay 9 million euros in a deal with a German court to end legal proceedings against its chairman and chief executive, who were accused of holding back market-moving information on rigged emissions tests.

TODAY'S COMPANY ANNOUNCEMENTS
3U Holding AG Annual Shareholders Meeting
888 Holdings PLC Annual Shareholders Meeting
Ageas SA Annual Shareholders Meeting
Aixtron SE Annual Shareholders Meeting
ALD SA Annual Shareholders Meeting
Alkermes Plc Annual Shareholders Meeting
Altice Europe NV Q1 2020 Earnings Release
Antares Vision SpA Annual Shareholders Meeting
Antofagasta PLC Annual Shareholders Meeting
ASR Nederland NV Annual Shareholders Meeting
Banco Comercial Portugues SA Q1 2020 Earnings Call
Biofrontera AG Q1 2020 Earnings Call
BMO Private Equity Trust PLC Annual Shareholders Meeting
BW Energy Ltd Q1 2020 Earnings Release
Capital & Regional PLC Annual Shareholders Meeting
Catena Media PLC Q1 2020 Earnings Call
Chubb Ltd Annual Shareholders Meeting
Core Laboratories NV Annual Shareholders Meeting
Cts Eventim AG & Co KgaA Q1 2020 Earnings Release
Deutsche Bank AG Annual Shareholders Meeting
DFV Deutsche Familienversicherung AG Annual Shareholders Meeting
Embracer Group AB Q4 2020 Earnings Release
Energiekontor AG Annual Shareholders Meeting
Euro Ressources SA Annual Shareholders Meeting
Euronav NV Annual Shareholders Meeting
Exor NV Annual Shareholders Meeting
Frey SA Annual Shareholders Meeting
Gabetti Property Solutions SpA Annual Shareholders Meeting
Great Portland Estates PLC FY 2020 Earnings Call
Hexagon Composites ASA Q1 2020 Earnings Release
Infotel SA Annual Shareholders Meeting
Intershop Communications AG Annual Shareholders Meeting
IP Group PLC Annual Shareholders Meeting
Judges Scientific PLC Annual Shareholders Meeting
Kloeckner & Co SE Annual Shareholders Meeting
Leone Film Group SpA Annual Shareholders Meeting
McPhy Energy SAS Annual Shareholders Meeting
Multiconsult ASA Q1 2020 Earnings Release
Net Gaming Europe AB Q1 2020 Earnings Call
Norwegian Energy Company ASA Q1 2020 Earnings Release
NRC Group ASA Q1 2020 Earnings Call
Nucleus Financial Group PLC Annual Shareholders Meeting
Oberbank AG Annual Shareholders Meeting
Obrascon Huarte Lain SA Q1 2020 Earnings Release
Olav Thon Eiendomsselskap ASA Q1 2020 Earnings Release
Path Investments PLC Annual Shareholders Meeting
Pfeiffer Vacuum Technology AG Annual Shareholders Meeting
Pharos Energy PLC Annual Shareholders Meeting
Playtech PLC Annual Shareholders Meeting
PNE AG Annual Shareholders Meeting
QSC AG Annual Shareholders Meeting
Saf Holland SE Annual Shareholders Meeting
SAP SE Annual Shareholders Meeting
Scandic Hotels Group AB Q1 2020 Earnings Call
Scandinavian Tobacco Group A/S Q1 2020 Earnings Call
Schoeller Bleckmann Oilfield Equipment AG Q1 2020 Earnings Release
Selvaag Bolig ASA Q1 2020 Earnings Release
Semperit AG Holding Q1 2020 Earnings Release
Sensorion SA Annual Shareholders Meeting
Severn Trent PLC FY 2020 Earnings Release
Singulus Technologies AG Annual Shareholders Meeting
Sonae SGPS SA Q1 2020 Earnings Release
SUESS MicroTec SE Annual Shareholders Meeting
TBC Bank Group PLC Q1 2020 Earnings Release
Tele Columbus AG Q1 2020 Earnings Call
Telefonica Deutschland Holding AG Annual Shareholders Meeting
Temenos AG Annual Shareholders Meeting
Uniper SE Annual Shareholders Meeting
United Internet AG Annual Shareholders Meeting
Vienna Insurance Group AG Wiener Versicherung Gruppe Q1 2020 Earnings Call
Vistry Group PLC Annual Shareholders Meeting
Vivo Energy PLC Annual Shareholders Meeting

ECONOMIC EVENTS (All times GMT)
0600 United Kingdom Core CPI mm for April: Expected 0.2%; Prior 0.1%
0600 United Kingdom Core CPI yy for April: Expected 1.5%; Prior 1.6%
0600 United Kingdom CPI mm for April: Expected -0.1%; Prior 0.0%
0600 United Kingdom CPI yy for April: Expected 0.9%; Prior 1.5%
0600 United Kingdom RPI mm for April: Expected 0.0%; Prior 0.2%
0600 United Kingdom RPI yy for April: Expected 1.6%; Prior 2.6%
0600 United Kingdom RPI-X (Retail Prices) mm for April: Prior 0.2%
0600 United Kingdom RPIX yy for April: Prior 2.7%
0600 United Kingdom RPI Index for April: Prior 292.6
0600 (approx.) United Kingdom CPI NSA for April: Prior 108.6
0600 United Kingdom PPI Input Prices mm NSA for April: Expected -4.0%; Prior -3.6%
0600 United Kingdom PPI Input Prices yy NSA for April: Expected -8.7%; Prior -2.9%
0600 United Kingdom PPI Output Prices mm NSA for April: Expected -0.5%; Prior -0.2%
0600 United Kingdom PPI Output Prices yy NSA for April: Expected -0.4%; Prior 0.3%
0600 United Kingdom PPI Core Output mm NSA for April: Expected -0.1%; Prior 0.3%
0600 United Kingdom PPI Core Output yy NSA for April: Expected 0.6%; Prior 0.9%
0700 (approx.) Austria HICP mm for April: Prior 0.5%
0700 (approx.) Austria HICP yy for April: Prior 1.6%
0700 (approx.) Austria CPI yy NSA for April: Prior 1.60%
0700 (approx.) Austria CPI mm NSA for April: Prior 0.28%
0700 (approx.) Austria CPI NSA for April: Prior 108.2
0730 Sweden Capacity Utilization qq SA for Q1: Prior -2.1%
0800 (approx.) Euro Zone Current Account NSA for March: Prior 33.8 bln EUR
0800 Euro Zone Current Account SA for March: Prior 40.162 bln EUR
0900 Euro Zone HICP Final mm for April: Expected 0.3%; Prior 0.5%
0900 Euro Zone HICP Final yy for April: Expected 0.4%; Prior 0.4%
0900 Euro Zone HICP-X F&E mm for April: Expected 0.7%; Prior 1.0%
0900 Euro Zone HICP-X F&E Final yy for April: Expected 1.1%; Prior 1.1%
0900 Euro Zone HICP-X Tobacco mm for April: Prior 0.5%
0900 Euro Zone HICP-X tobacco yy for April: Prior 0.7%
0900 Euro Zone HICP-X F, E, A, T Final mm for April: Expected 0.8%; Prior 0.8%
0900 Euro Zone HICP-X F, E, A&T Final yy for April: Expected 0.9%; Prior 0.9%
0900 (approx.) Euro Zone HICP Ex-Tobacco Revised for April: Expected 104.77
0900 (approx.) Euro Zone HICP Excluding Tobacco Unrevised for April: Prior 104.77
1000 (approx.) Portugal Current Account Balance for March: -0.736 bln EUR
1300 Belgium Consumer Confidence Index for May: Prior -26
1400 Euro Zone Consumer Confidence Flash for May: Expected -24.0; Prior -22.7

Wo 20 mei 2020, 06:32

Marktcijfers

Actueel Verwacht Vorige
CHN CHN: Prime rate leningen PBoC 03:30 3,85% 3,85% Actueel: 3,85% Verwacht: Vorige: 3,85%