Liveblog Archief woensdag 21 oktober 2020

Vanaf volgende week weer de Slimste Belegger, zie alvast mijn introductie en doe mee voor de weekprijzen en de €5000 voor de winnaar op het eind ...

slimste belegger gaat weer van start, zie de intro video ...

https://www.youtube.com/channe...

TOP NEWS
• Battle over coronavirus relief intensifies ahead of U.S. election
The battle over a hefty, new U.S. coronavirus aid bill was set to spill into Wednesday as the White House and Democrats try to strike a deal before the Nov. 3 presidential and congressional elections, now with the encouragement of President Donald Trump.

• Iberdrola, PNM to create $20 billion U.S. clean powerhouse
Spain's Iberdrola announced a deal worth $8.3 billion including debt, adding PNM Resources to its Avangrid business to create the third-largest U.S. renewable energy operator.

• EU tells Britain to make up its mind as Brexit deal 'within reach'
The European Union told Britain to make up its mind on Brexit, putting the onus back on London to unlock trade talks as the bloc's chief negotiator said an agreement was still within reach with 10 weeks to go.

• United Airlines testing global health app on UK-U.S. flight in effort to reopen borders
United Airlines is set to test a digital health pass under a global pilot program seeking to establish a common international standard for COVID-19 test results and eventually vaccine records that could help reopen borders.

• Amazon extends work from home option till June
Amazon.com on Tuesday told employees whose work can be done from home that they can do so until June, extending the timeline on a return to office due to the COVID-19 pandemic.


BEFORE THE BELL
U.S. stock index futures were little changed, as investors held out for a bipartisan agreement over the next coronavirus aid package to support a fragile economy recovery. European shares fell, as losses in healthcare and construction stocks countered a lift from encouraging earnings. Japan’s Nikkei closed higher on optimism that U.S. lawmakers could reach an agreement on a pre-election stimulus package. Gold prices rose as the dollar weakened. Oil prices eased after a surprise build-up in U.S. crude stockpiles stoked concerns about a global supply glut.


STOCKS TO WATCH
Results
• Netflix Inc (NFLX). The company posted its weakest subscriber gains in four years as streaming competition increased, pandemic restrictions eased and live sports returned to television. The company added 2.2 million paid subscribers globally during the quarter, missing Wall Street's target of 3.4 million and its own forecast. Earnings per share also landed below analyst expectations at $1.74. The consensus forecast was $2.14. Revenue rose 22.7% to $6.44 billion in the third quarter, edging past estimates of $6.38 billion. Net income rose to $790 million, or $1.74 per share, in the quarter from $665.2 million, or $1.47 per share, a year earlier.

• Snap Inc (SNAP). The Snapchat messaging app owner beat user growth and revenue forecasts as more people signed up to chat with friends and family during the coronavirus pandemic. Daily active users (DAUs), a widely watched metric by investors and advertisers, rose 18% year-over-year to 249 million in the quarter, the company said in a statement. The company said it expected continued momentum in user growth and forecast about 257 million daily active users in the fourth quarter, exceeding analysts' current estimate of 249.81 million. Revenue, mainly from selling ads on the app, jumped 52% to $679 million, widely beating analysts' consensus estimate of $555.9 million.

• Telefonaktiebolaget LM Ericsson (ERIC). The telecoms equipment supplier beat quarterly core earnings forecasts, helped by higher margins and China's 5G rollout, and said it was "more confident" about meeting its 2020 targets. Ericsson's gross margin, excluding restructuring charges, rose to 43.2% in the third quarter from 37.8% a year earlier, reaching a level last seen in 2006. Adjusted operating earnings rose to 9.0 billion Swedish crowns ($1.0 billion) from 6.5 billion a year earlier, beating analysts' mean forecast of 6.98 billion crowns. Total revenue rose 1% to 57.5 billion crowns. Separately, the company announced a five-year, multibillion-crowns deal with Telia to upgrade its 4G networks across Sweden and Estonia.

Deals Of The Day
• PNM Resources Inc (PNM) & Avangrid Inc (AGR). Spain's Iberdrola announced a deal worth $8.3 billion including debt, adding PNM Resources to its Avangrid business to create the third-largest U.S. renewable energy operator. Absorbing PNM into Avangrid will create an operator present in 24 states, Iberdrola said, and bring together firms with a combined market value topping $20 billion. PNM's board unanimously approved the $4.3 billion offer to its shareholders of $50.3 per share, the filing said. Iberdrola expects the deal to close in 2021 and start boosting financial results from the first year.

In Other News
• Amazon.com Inc (AMZN). The company told employees whose work can be done from home that they can do so until June, extending the timeline on a return to office due to the COVID-19 pandemic. "Employees who work in a role that can effectively be done from home are welcome to do so until June 30, 2021", an Amazon spokeswoman said in an emailed statement on Tuesday, adding the guidance is applicable globally. Amazon had earlier allowed that option until January.

• Credit Suisse Group AG (CS). The company is teaming up with French group AXA to offer financial products on the Swiss bank's new digital banking app which launches next week, it said. Switzerland's second-biggest bank last month unveiled the CSX app that seeks to challenge fintechs such as Revolut by offering free foreign transactions and fully digital wealth management.

• Eli Lilly and Co (LLY). The company said late on Tuesday it had hired an independent consultant to review a plant producing its promising COVID-19 drug after receiving notices from the U.S. health regulator. The company reiterated that it had not received a warning letter from the U.S. Food and Drugs Administration following inspections at the plant first revealed by Reuters last week. The company, however, also reiterated that it had received an Official Action Indicated (OAI) notice from the FDA in relation to issues at its Branchburg plant in New Jersey.

• Gap Inc (GPS). The company is considering closing stores in some European countries, as the apparel retailer looks to save cash while dealing with a sales slump brought on by the COVID-19 pandemic and competition from fast-fashion companies. The San Francisco-based company, which had 129 Gap brand stores in Europe at the end of July, said late on Tuesday options being explored include the possible closure of outlets in the United Kingdom, France, Ireland and Italy by mid-2021.

• Novartis AG (NVS). The company is seeking to repurpose its investigational oral spinal muscular atrophy (SMA) drug branaplam to treat Huntington's disease, the Swiss drugmaker said, as it plans a clinical trial after winning U.S. orphan drug designation. Novartis has been studying branaplam in SMA, but last year hinted that it would pivot to new neurological diseases after its head of research Jay Bradner said he did not see a "big opportunity" in its original disease indication.

• United Airlines Holdings Inc (UAL). The company is set to test a digital health pass under a global pilot program seeking to establish a common international standard for COVID-19 test results and eventually vaccine records that could help reopen borders. The nonprofit initiative, called CommonPass, is backed by the World Economic Forum and Swiss-based foundation The Commons Project. If successful, it could persuade governments to ease the restrictions and quarantines that have slammed air travel since the coronavirus starting spreading across the globe.

• Westpac Banking Corp (WBK). The company said it would sell its 10.7% stake in buy-now-pay-later firm Zip in a deal valued at about $260 million, as it aims to trim its portfolio and improve its capital position. Australia's second-largest lender said the sale will add around 8 basis points to its common equity tier 1 capital ratio. The offer price for the sale is A$6.65 per share, a discount of 6.1% to Zip's last closing price of A$7.08, and implies a deal values of about A$368 million for Westpac's stake.


PREVIEW
Can Tesla hit 2020 delivery goal? Investors watch for Musk steer
When Tesla reports results for the third quarter after the bell, it will be the next three months, and whether Chief Executive Elon Musk can achieve the company's ambitious year-end goal, that analysts will be interested in.


ANALYSTS' RECOMMENDATION
• Barnes Group Inc (B). Oppenheimer raises target price to $50 from $45, assuming some Aero market inflections in the interim to complement company specific gains, as well as real prospects for faster industrial profit recovery which establish a stronger long-term competitive profile for the business.

• Crown Holdings Inc (CCK). JP Morgan raises target price to $104 from $85, citing favourable supply/demand balance in aluminium cans which is likely to remain so in 2021, combined with the company’s strategy to explore alternatives its beverage business with the goal to re-shape the business to resemble its larger competitor, Ball Corporation.

• Netflix Inc (NFLX). RBC raises target price to $630 from $610, citing the company’s higher consumer satisfaction scores in the international market, continued success of its local language content combined with clear evidence of operating margin expansion capability.

• NVR Inc (NVR). Evercore ISI raises target price to $6,175 from $5,760, citing the company’s robust order book across regions, sequential growth in order price and backlog price combined with the strong demand and pricing trends visible in the marketplace will benefit the company’s margins and earnings.


ECONOMIC EVENTS
No economic indicators are scheduled for release.


COMPANIES REPORTING RESULTS
Abbott Laboratories (ABT). Expected Q3 earnings of 91 cents per share
Align Technology Inc (ALGN). Expected Q3 earnings of 67 cents per share
Amphenol Corp (APH). Expected Q3 earnings of 88 cents per share
Chipotle Mexican Grill Inc (CMG). Expected Q3 earnings of $3.47 per share
Crown Castle International Corp (CCI). Expected Q3 earnings of 50 cents per share
CSX Corp (CSX). Expected Q3 earnings of 93 cents per share
Discover Financial Services (DFS). Expected Q3 earnings of $1.56 per share
Edwards Lifesciences Corp (EW). Expected Q3 earnings of 44 cents per share
Equifax Inc (EFX). Expected Q3 earnings of $1.60 per share
Globe Life Inc (GL). Expected Q3 earnings of $1.75 per share
Kinder Morgan Inc (KMI). Expected Q3 earnings of 21 cents per share
Lam Research Corp (LRCX). Expected Q1 earnings of $5.20 per share
Las Vegas Sands Corp (LVS). Expected Q3 loss of 73 cents per share
Nextera Energy Inc (NEE). Expected Q3 earnings of $2.58 per share
Verizon Communications Inc (VZ). Expected Q3 earnings of $1.22 per share
Whirlpool Corp (WHR). Expected Q3 earnings of $4.20 per share
Xilinx Inc (XLNX). Expected Q2 earnings of 74 cents per share


CORPORATE EVENTS (All timings in U.S. Eastern Time)
0800 Nasdaq Inc (NDAQ). Q3 earnings conference call
0800 Biogen Inc (BIIB). Q3 earnings conference call
0830 Teradyne Inc (TER). Q3 earnings conference call
0830 Interpublic Group of Companies Inc (IPG). Q3 earnings conference call
0830 Thermo Fisher Scientific Inc (TMO). Q3 earnings conference call
0830 Verizon Communications Inc (VZ). Q3 earnings conference call
0900 KeyCorp (KEY). Q3 earnings conference call
0900 AutoNation Inc (AN). Q3 earnings conference call
0900 Nextera Energy Inc (NEE). Q3 earnings conference call
0900 Abbott Laboratories (ABT). Q3 earnings conference call
0900 Baker Hughes Co (BKR). Q3 earnings conference call
1000 Lithia Motors Inc (LAD). Q3 earnings conference call
1000 Avangrid Inc (AGR). Q3 earnings conference call
1100 Teledyne Technologies Inc (TDY). Q3 earnings conference call
1300 Amphenol Corp (APH). Q3 earnings conference call
1300 Avery Dennison Corp (AVY). Q3 earnings conference call
1300 Rexford Industrial Realty Inc (REXR). Q3 earnings conference call
1630 CSX Corp (CSX). Q3 earnings conference call
1630 Kinder Morgan Inc (KMI). Q3 earnings conference call
1630 SEI Investments Co (SEIC). Q3 earnings conference call
1630 Align Technology Inc (ALGN). Q3 earnings conference call
1630 Las Vegas Sands Corp (LVS). Q3 earnings conference call
1630 Chipotle Mexican Grill Inc (CMG). Q3 earnings conference call
1700 Xilinx Inc (XLNX). Q2 earnings conference call
1700 Lam Research Corp (LRCX). Q1 earnings conference call
1700 Edwards Lifesciences Corp (EW). Q3 earnings conference call
1730 Tesla Inc (TSLA). Q3 earnings conference call


EX-DIVIDENDS
CVS Health Corp (CVS). Amount $0.50​

Goedemorgen
De AEX verloor gisteren 0,62% lager om op exact 564 punten te sluiten. De AMX daalde 0,8% naar 837,62 punten. Verder zien we de CAC 40 amper verliezen (-0,1%) terwijl de DAX iets meer verloor (-0,7%). Op zich een matige sessie met verlies in Europa waar de euro weer wat opliep. Op Wall Street zien we de Dow Jones 0,4% hoger sluiten, de SP 500 won 0,5% terwijl de Nasdaq 0,3% winst boekte op slotbasis.

Nabeurs kwam Netflix met cijfers en die werden deze keer niet goed ontvangen, het viel tegen wat betreft de groei en het bedrijf verwacht niet dat alle nieuwe abonnementen die erbij kwamen met de lockdowns door COVID-19 zullen blijven. Het aandeel verloor nabeurs bijna 6%. Wel steeg de nettowinst tot 790 miljoen dollar, een jaar eerder was dat nog 665 miljoen dollar. Netflix zit natuurlijk ook met het probleem dat het aantal nieuwe series op zich laat wachten, die kan men niet meer maken door COVID-19.

Ook IBM kreeg last van winstnemingen, het aandeel verloor ruim 6% na tegenvallende cijfers, omzet en vooruitzichten. Later deze week krijgen we nog een boel kwartaalcijfers, het is dus afwachten ...

Steunpakket afwachten
Het blijft heen en weer bewegen op Wall Street naar mate de geruchten over het al dan niet bereiken van een deal over een nieuw steunpakket voor de crisis. Het is nu al een week of 2-3 dat erover wordt vergaderd maar de Republikeinen liggen dwars, zelfs het ja van president Trump haalt niet veel uit want hij krijgt zijn achterband niet meer met zich mee. Meer en meer senatoren van de GOP haken af en zien Trump liever falen op 3 november. Trump zit hoe dan ook met een groot probleem, als hij niet winst is zijn politieke carrière voorbij en zullen ze hem keihard aanpakken als burger ... Hij blijft volgens de peilingen meer dan 10 punten achter op Joe Biden maar we hebben nog 2 weken voor de boeg, er kan nog van alles gebeuren. Trump wil voor de verkiezingen nog een mooie cheque bezorgen aan het volk met de hoop om zo nog wat extra stemmen te krijgen want het zal nodig zijn zo te zien.

50- en 20-daags gemiddelde
Vrijwel alle indices gaan snel weer terug richting hun 50- en 20-daags gemiddelde, we zien de DAX er zelfs al net onder, de beide Nasdaq indices staan er nog amper boven terwijl ook de Dow Jones samen met de brede SP 500 er naartoe bewegen de afgelopen sessies. Let er goed op de komende dagen want al een paar keer wist de markt stevig te herstellen na een test van deze 2 MA niveaus. Ik zeg absoluut niet dat het nu weer zo gaat zijn maar bij een positief nieuwsfeit kan de markt zich weer losmaken van dat 50- en 20-MA. Aan de andere kant is het ook zo dat als de indices er duidelijk onder duiken het net zo goed verder omlaag kan, moeten we ook rekening mee houden deze keer ...

De euro loopt vanmorgen verder op tot rond de 1,185 dollar, de olie zien we rond de 42,8 dollar na even net boven de 43 dollar te sluiten gisteren. De prijs van het goud loopt wat op tot rond de 1920 dollar voor een troy ounce.

US Markets Trading nu voor €39 tot 1 JANUARI 2021:
Vanaf vandaag een nieuwe aanbieding en dat tot het einde van dit lopende beursjaar, tot 1 januari 2021 ... We hebben maandag winst kunnen nemen op wat long posities, gisteren wat nieuwe kleine posities aangekocht. Verder kijk ik vandaag uit of er nog een nieuwe positie bij kan die u dan samen met de open posities kunt opnemen door lid te worden.

De markt blijft wel nog even te moeilijk om met grotere posities te werken dus blijf ik met kleine aantallen werken tot na de verkiezingen in de VS. De volatiliteit is wel stevig genoeg om ook met kleine posities te werken hetgeen we aan beide kanten merken. Op zich kunnen we ermee overweg maar wel blijf ik zeer alert in deze markt en moeten we waar het kan geduld blijven houden.

Meedoen kan nu via de speciale aanbieding tot 1 JANUARI voor €39, na uw inschrijving staat u meteen op de verzendlijst en ontvangt u de updates, de signalen en kunt u inloggen op onze Tradershop om alle posities LIVE te volgen.

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

Tot snel,

Guy Boscart

GLOBAL TOP NEWS
A frustrated European Union and piqued Britain both exhorted the other to compromise to avoid a fast-approaching disruptive finale to the five-year Brexit drama that would add to economic pain from the coronavirus crisis.

The White House and Democrats in the U.S. Congress moved closer to agreement on a new coronavirus relief package on Tuesday as President Donald Trump said he was willing to accept a large aid bill despite opposition from his own Republican Party.

The United States and Britain expressed optimism about the prospects of a trade deal on Tuesday as they launched the latest round of talks focused on goods and tariffs.

EUROPEAN COMPANY NEWS
AstraZeneca's COVID-19 vaccine trial in the United States is expected to resume as early as this week after the U.S. Food and Drug Administration completed its review of a serious illness in a study participant, four sources told Reuters.

UBS doubled third quarter profit and set aside $2.5 billion to return to shareholders next year, a lucrative passing of the baton from CEO Sergio Ermotti to Ralph Hamers, as the Swiss bank reaped the benefits of helping the world's ultra-rich navigate the COVID-19 crisis.

Reckitt Benckiser reported a much bigger-than-expected rise in third-quarter sales and raised its full-year outlook, as the coronavirus pandemic lifts demand for cleaning products such as Dettol and Lysol.

TODAY'S COMPANY ANNOUNCEMENTS
Acerinox SA Annual Shareholders Meeting
AddLife AB Nine Months 2020 Earnings Call
Akzo Nobel NV Q3 2020 Earnings Call
Assa Abloy AB Q3 2020 Earnings Release
Atresmedia Corporacion de Medios de Comunicacion SA Annual Shareholders Meeting
Byggmax Group AB Q3 2020 Earnings Call
C&C Group PLC HY 2021 Earnings Release
Core Laboratories NV Q3 2020 Earnings Release
Duke Royalty Ltd Annual Shareholders Meeting
Enea AB Q3 2020 Earnings Call
EQT AB Q3 2020 Earnings Call
Fnac Darty SA Q3 2020 Earnings Release
Frontier Developments PLC Annual Shareholders Meeting
Iberdrola SA Q3 2020 Earnings Call
ICON PLC Q3 2020 Earnings Release
Inficon Holding AG Q3 2020 Earnings Call
Inwido AB (publ) Q3 2020 Earnings Release
Kitron ASA Q3 2020 Earnings Call
Kungsleden AB Q3 2020 Earnings Call
Holmen AB Q3 2020 Earnings Call
MAG Interactive AB (publ) Q4 2020 Earnings Call
Marel hf Q3 2020 Earnings Call
Manchester United PLC Q4 2020 Earnings Release
Novozymes A/S Q3 2020 Earnings Release
Orion Oyj Q3 2020 Earnings Release
Probi AB Q3 2020 Earnings Call
Qliro Group AB (publ) Q3 2020 Earnings Release
Randstad NV Q3 2020 Earnings Release
Saab AB Q3 2020 Earnings Release
Software AG Q3 2020 Earnings Call
Storebrand ASA Q3 2020 Earnings Release
Svenska Handelsbanken AB Q3 2020 Earnings Call
TechnipFMC PLC Q3 2020 Earnings Release
Telekom Austria AG Q3 2020 Earnings Call
Telefonaktiebolaget LM Ericsson Q3 2020 Earnings Call
Telenor ASA Q3 2020 Earnings Call
Telia Company AB Q3 2020 Earnings Call
Warehouses de Pauw NV Q3 2020 Earnings Call

ECONOMIC EVENTS (All times GMT)
0600 (approx.) United Kingdom Core CPI mm for Sep: Expected 0.6%; Prior -0.6%
0600 (approx.) United Kingdom Core CPI yy for Sep: Expected 1.3%; Prior 0.9%
0600 (approx.) United Kingdom CPI mm for Sep: Expected 0.5%; Prior -0.4%
0600 (approx.) United Kingdom CPI yy for Sep: Expected 0.5%; Prior 0.2%
0600 (approx.) United Kingdom RPI mm for Sep: Expected 0.4%; Prior -0.3%
0600 (approx.) United Kingdom RPI yy for Sep: Expected 1.2%; Prior 0.5%
0600 (approx.) United Kingdom RPI-X (Retail Prices) mm for Sep: Prior -0.3%
0600 (approx.) United Kingdom RPIX yy for Sep: Prior 0.8%
0600 (approx.) United Kingdom RPI Index for Sep: Prior 293.3
0600 (approx.) United Kingdom CPI NSA for Sep: Prior 108.6
0600 (approx.) United Kingdom PPI Input Prices mm NSA for Sep: Expected -0.4%; Prior -0.4%
0600 (approx.) United Kingdom PPI Input Prices yy NSA for Sep: Expected -5.5%; Prior -5.8%
0600 (approx.) United Kingdom PPI Output Prices mm NSA for Sep: Expected 0.0%; Prior 0.0%
0600 (approx.) United Kingdom PPI Output Prices yy NSA for Sep: Expected -0.9%; Prior -0.9%
0600 (approx.) United Kingdom PPI Core Output mm NSA for Sep: Expected 0.0%; Prior 0.1%
0600 (approx.) United Kingdom PPI Core Output yy NSA for Sep: Expected 0.1%; Prior 0.0%
0600 (approx.) United Kingdom PSNB Ex Banks for Sep: Expected 33.550 bln GBP; Prior 35.920 bln GBP
0600 (approx.) United Kingdom PSNB for Sep: Expected 32.400 bln GBP; Prior 35.195 bln GBP
0600 (approx.) United Kingdom PSNCR for Sep: Prior 25.693 bln GBP
0700 (approx.) Switzerland M3 for Sep: Prior 11,24,317 mln GBP
0900 Belgium Consumer Confidence Index for Oct: Prior -16