Liveblog Archief woensdag 22 juli 2020
Marktcijfers
| Actueel | Verwacht | Vorige | |||
|---|---|---|---|---|---|
| USA: Ruwe Olievoorraden | Actueel: 4,892M Verwacht: -2,088M Vorige: -7,493M |
Marktcijfers
| Actueel | Verwacht | Vorige | |||
|---|---|---|---|---|---|
| USA: Bestaande Huizenverkopen (Jun) | Actueel: 4,72M Verwacht: 4,78M Vorige: 3,91M |
Markt snapshot vandaag Wall Street
| WEDNESDAY, JULY 22, 2020 |
TOP NEWS • U.S. tells China to shut Houston consulate in move China calls 'unprecedented escalation' The United States has told the Chinese consulate in Houston to shut down in three days, citing a need to protect American intellectual property and information, amid a sharp deterioration in relations between the two countries. • Can remote work growth offset stalls in Microsoft's one-time deals? Investors have pushed shares of Microsoft up almost 30 percent since the start of the year, betting that the pandemic-induced shift to more remote computing will boost its business. • Twitter, reeling from hack, faces Wall Street pique on ad revenue Twitter, bruised by a hack last week that compromised the accounts of high-profile users, may have to account for a different embarrassment when it reports earnings to investors on Thursday: paltry ad revenue. • Novavax execs could get big payday even if vaccine fails One of the leading U.S. firms developing a coronavirus vaccine, Novavax has awarded executives stock options that could pay out tens of millions of dollars even if its efforts fail. • United Airlines expands mask mandate to airports, tightens exemptions United Airlines said it is extending face mask requirements to all of its airport areas across the world starting on July 24 and tightening exemptions to only cover children under the age of two. BEFORE THE BELL U.S. stock index futures fell, mirroring global equities, as investors shunned risky assets after Washington ordered a shutdown of the Chinese consulate in Houston, escalating tensions between the countries. The dollar index slipped, while gold prices rose. Oil prices were down after an industry report showed that U.S. crude inventories rose sharply. Tesla, Microsoft and Whirlpool are among the top companies scheduled to report their results after the closing bell. STOCKS TO WATCH Results • ABB Ltd (ABB). The Swiss engineering firm said its order situation could improve in the coming months, suggesting there was some light amid the gloom surrounding the industrial sector caused to the coronavirus crisis. ABB's operational earnings before interest, tax and amortisation (EBITA) fell 21% to $651 million, but beat the $446 million expectation in a company-gathered poll. Revenue fell 14% to $6.15 billion, also better than the $5.61 billion consensus. Orders fell 18%, with the United States, ABB's biggest market and the country worst hit by the crisis, seeing orders falling 25%. Net profit jumped to $319 million from $69 million a year earlier. • Best Buy Inc (BBY). The retailer said on Tuesday its quarter-to-date sales rose about 2.5%, driven by a surge in online shopping for electronic devices and appliances, sending its shares up 4% in extended trading. Best Buy said its online sales jumped more than three-fold in the current quarter through July 18, while overall sales rose about 15% since it started reopening stores on June 15. Best Buy also said it would raise hourly wages for its employees by 4%, replacing its short-term incentive pay it introduced during the pandemic, from Aug. 2. It added it would raise the starting wage to $15 per hour. • Check Point Software Technologies Ltd (CHKP). The company reported higher quarterly net profit that beat expectations, boosted by increased demand for network security as more people work remotely during the coronavirus outbreak. Israel-based Check Point said it earned $1.58 per diluted share excluding one-time items in the second quarter, up from $1.38 a year earlier. Revenue grew 4% to $506 million. It was forecast to earn $1.44 a share on revenue of $488 million. Check Point said it bought back 3.1 million shares in the quarter worth $325 million as part of its share repurchase programme. • Snap Inc (SNAP). The Snapchat owner said on Tuesday a bump in user growth at the start of coronavirus-led lockdowns petered out sooner than expected, and it forecast fewer current-quarter users than the Wall Street consensus. The Snapchat owner said daily active users (DAUs) rose 17% to 238 million in the second quarter ended June 30. Analysts had expected 238.44 million. Snap forecast 242 million to 244 million daily active users in the current quarter, below analysts' target of 244.82 million according to Refinitiv data. Revenue from ad sales jumped about 17% to $454.2 million during the quarter, above estimates of $440.8 million. Average revenue per user was $1.91, barely changed from the year-ago quarter. Snap's net loss widened to about $326 million, or 23 cents per share, from $255.2 million, or 19 cents per share, a year earlier. • Texas Instruments Inc (TXN). The chipmaker forecast third-quarter revenue above estimates on Tuesday as a global shift to work-from-home boosted demand for chips used in tablets, personal computers and servers, offering some hope to an industry reeling from disruptions caused by the coronavirus pandemic. TI said it expects current-quarter revenue in the range of $3.26 billion and $3.54 billion, above analysts' expectations of $3.12 billion. The overall revenue was impacted due to a 40% slump in sales to the automotive market, without which second-quarter revenue was down 3% from a year ago, Pahl said. Net income rose 6% to $1.38 billion, or $1.48 per share, in the quarter ended June 30, beating estimates of 88 cents. • United Airlines Holdings Inc (UAL). The airlines said on Tuesday it burned through about $40 million per day in the second quarter but sees that amount slowing to roughly $25 million in the third quarter as it matches its flight schedule to coronavirus-hit demand. Chicago-based United reported an adjusted net loss of $2.6 billion for the June quarter, or a $9.31 per-share loss, versus a $4.21 per-share profit a year ago, as revenue dropped 87% to $1.475 billion. Analysts on average expected a loss of $9.02 per share and revenue of $1.321 billion, according to data from Refinitiv. In the third quarter, United expects to operate about 35% of the schedule it flew in 2019. IPOs • Jamf Holding Corp (JAMF). The software maker on Tuesday raised $468 million in its U.S. initial public offering, signaling strong demand for new issues in a market that has rebounded strongly from a coronavirus-induced slump. The company priced its offering of 18 million shares at $26 per share, above its price range of $21 to $23. The offering was upsized from the previously announced 16 million shares. Funds affiliated with Dragoneer Investment Group and Tiger Global Management have indicated interest in purchasing shares of up to $50 million each in the firm's offering. Goldman Sachs, J.P. Morgan, BofA Securities and Barclays are among the lead underwriters to Jamf's offering. In Other News • Boeing Co (BA). Qantas Airways's last Boeing 747 jet drew a kangaroo tail in the sky off the Australian coast as it began its final flight to retirement in the Mojave Desert, ending the model's almost half a century of service at the carrier. Qantas was once the world's only airline with an all 747 fleet. There are only 30 747 passenger jets left in service globally and 132 in storage, according to aviation data provider Cirium, with freighters accounting for 93% of the type still flying. Qantas Chief Executive Alan Joyce said Qantas had sold five of its 747s to General Electric. • Fiat Chrysler Automobiles NV (FCAU). Self-driving car company Waymo and Fiat Chrysler are expanding their autonomous vehicle partnership to commercial vehicles, and Fiat Chrysler will develop fully self-driving vehicles exclusively with Waymo going forward, the companies said. In a blog post, Waymo and Fiat Chrysler said they will collaborate on "level 4" autonomous driving, a reference to a Society of Automotive Engineers classification that defines such vehicles as capable of driving themselves and taking action on their own if a dangerous situation occurs or the system fails. Separately, EU antitrust regulators have suspended their investigation into Fiat Chrysler and Peugeot maker PSA's proposed merger while waiting for the carmakers to provide requested data. Meanwhile, Frankfurt prosecutors said they were searching offices as part of an international fraud investigation into potentially illegal emissions cheating defeat devices found in engines used in Fiat, Alfa Romeo, Jeep and Iveco vehicles. • Marriott International Inc (MAR). The hotel operator said it expected room occupancy rates in Greater China to rise to 60% next month and forecast it could recover to pre-coronavirus levels by the start of 2021, as domestic travel in the country ticks up. Craig S. Smith, the company's Asia-Pacific group president, said the pace of recovery was also "encouraging" with an average occupancy rate of 37% in the region in July. "Obviously Asia will lead the world recovery in our industry," Smith told Reuters in an interview. "For all the Asia-Pacific I think the recovery to pre-COVID levels will be next year. We are hoping that China recovers sometime around the first quarter of 2021." • Mylan NV (MYL). The drugmaker said it has received Indian regulatory approval to make tuberculosis treatment pretomanid available in a country that accounts for a quarter of the world's cases. Mylan will initially make a donation of 400 treatment courses of pretomanid under the Indian government's National Tuberculosis Elimination Program (NTEP) and will provide commercial access at $364 for a six-month treatment course. "The Drug Controller General of India has approved the anti-tuberculosis drug pretomanid for conditional access under the NTEP," Mylan said in an emailed statement. • Petroleo Brasileiro SA Petrobras (PBR). Coronavirus outbreaks at a number of platforms operated by Brazil's Petrobras hit production in the second quarter, the company said on Tuesday, though the firm indicated output may improve in certain regions. The company said it produced 2.802 million barrels of oil equivalent per day (boepd) in the second quarter. That was up 6.4% from the same period last year, but down 3.7% from the first quarter. Petrobras produced 2.245 million barrels of crude per day, it said, up 9.4% in annual terms and down 3.2% on a quarterly basis. • Royal Bank of Scotland Group PLC (RBS). The bank has hired climate change expert Nicholas Stern to help shape its sustainability strategy as the state-backed lender prepares to rebrand as NatWest Group. RBS Chief Executive Alison Rose has made helping to tackle climate change a big part of her strategy to rebuild its brand and break with its chequered recent past. "There is an intense urgency to tackle climate change now: this is an absolutely crucial decade for taking action to protect future generations," Stern said, adding that the COVID-19 pandemic has highlighted the "dangers, fragility and inequities of the old economy". • Royal Dutch Shell Plc (RDSA). The company stopped a leak on Tuesday in the shut gasoline-producing fluidic catalytic cracker (FCC) at its 318,000 barrel-per-day (bpd) joint venture Deer Park, Texas, refinery, said sources familiar with plant operations. Shell is stripping insulation from the main fractionator column of the 70,000-bpd FCC to repair the leak that led to a fire on Saturday night, forcing the unit's shutdown, the sources said. Shell is also blocking off pipes in the FCC ahead of repairing the leak, the sources said. • Tesla Inc (TSLA). The company has advertised for servicing staff in Singapore, a country previously criticised by Chief Executive Elon Musk as unsupportive of electric vehicles. Listings for five jobs in Singapore on networking website LinkedIn are mainly in servicing and repair, such as a service technician and parts adviser. It was not clear where in Singapore the new hires would be based, or whether the U.S. automaker currently has any employees in the country. • Twitter Inc (TWTR). The social media company said on Tuesday it would permanently suspend accounts that violate its policies while tweeting about QAnon, a fringe group that claims "deep-state" traitors are plotting against President Donald Trump. The company said it would not serve content and accounts associated with QAnon in trends and recommendations, and would block URLs associated with the group from being shared on the platform. The suspensions will be applied to accounts "engaged in violations of our multi-account policy, coordinating abuse around individual victims, or are attempting to evade a previous suspension — something we’ve seen more of in recent weeks," Twitter said. INSIGHT How Tesla defined a new era for the global auto industry Tesla's rapid rise to become the world's most valuable carmaker could mark the start of a new era for the global auto industry, defined by a Silicon Valley approach to software that is overtaking old-school manufacturing know-how. ANALYSTS' RECOMMENDATION • Canadian National Railway Co (CNI). Credit Suisse raises target price to $102 from $95, reflecting on the company's many structural changes which are likely to provide margin benefits. • Comerica Inc (CMA). D.A. Davidson raises target price to $39 from $30, after the company posted second-quarter results above expectations. • Coca-Cola Co (KO). Jefferies raises target price to $48 from $45, after the company reported second-quarter earnings relatively in-line with expectations. • Texas Instruments Inc (TXN). Evercore ISI raises target price to $145 from $135, after company posted strong second-quarter earnings, helped by sale of personal electronics. • Waste Connections Inc (WCN). JPMorgan raises price target to $95 from $90, citing volume declines to be less severe than anticipated, based on improving business activity levels since April. ECONOMIC EVENTS (All timings in U.S. Eastern Time) 0900 (approx.) Monthly home price mm for May: Prior 0.2% 0900 (approx.) Monthly home price yy for May: Prior 5.5% 0900 (approx.) Monthly Home Price Index for May: Prior 288.3 1000 Existing home sales for Jun: Expected 4.78 mln; Prior 3.91 mln 1000 Existing home sales percentage change for Jun: Expected 24.5%; Prior -9.7% COMPANIES REPORTING RESULTS Align Technology Inc (ALGN). Expected Q2 loss of 4 cents per share Amphenol Corp (APH). Expected Q2 earnings of 62 cents per share Chipotle Mexican Grill Inc (CMG). Expected Q2 earnings of 35 cents per share CSX Corp (CSX). Expected Q2 earnings of 64 cents per share Discover Financial Services (DFS). Expected Q2 loss of 28 cents per share Dover Corp (DOV). Expected Q2 earnings of 93 cents per share Equifax Inc (EFX). Expected Q2 earnings of $1.30 per share Globe Life Inc (GL). Expected Q2 earnings of $1.53 per share HCA Healthcare Inc (HCA). Expected Q2 loss of 39 cents per share KeyCorp (KEY). Expected Q2 earnings of 08 cents per share Kinder Morgan Inc (KMI). Expected Q2 earnings of 17 cents per share Las Vegas Sands Corp (LVS). Expected Q2 loss of 74 cents per share Marketaxess Holdings Inc (MKTX). Expected Q2 earnings of $2.12 per share Microsoft Corp (MSFT). Expected Q4 earnings of $1.34 per share Teledyne Technologies Inc (TDY). Expected Q2 earnings of $1.99 per share Thermo Fisher Scientific Inc (TMO). Expected Q2 earnings of $3.42 per share Whirlpool Corp (WHR). Expected Q2 earnings of 87 cents per share CORPORATE EVENTS (All timings in U.S. Eastern Time) 0800 Biogen Inc (BIIB). Q2 earnings conference call 0800 Nasdaq Inc (NDAQ). Q2 earnings conference call 0830 Teradyne Inc (TER). Q2 earnings conference call 0830 Thermo Fisher Scientific Inc (TMO). Q2 earnings conference call 0900 Baker Hughes Co (BKR). Q2 earnings conference call 0900 Dover Corp (DOV). Q2 earnings conference call 0900 Iqvia Holdings Inc (IQV). Q2 earnings conference call 0900 KeyCorp (KEY). Q2 earnings conference call 1000 Avangrid Inc (AGR). Q2 earnings conference call 1000 HCA Healthcare Inc (HCA). Q2 earnings conference call 1000 Marketaxess Holdings Inc (MKTX). Q2 earnings conference call 1030 United Airlines Holdings Inc (UAL). Q2 earnings conference call 1100 Teledyne Technologies Inc (TDY). Q2 earnings conference call 1300 Amphenol Corp (APH). Q2 earnings conference call 1300 Rexford Industrial Realty Inc (REXR). Q2 earnings conference call 1330 RH (RH). Annual Shareholders Meeting 1630 Align Technology Inc (ALGN). Q2 earnings conference call 1630 Chipotle Mexican Grill Inc (CMG). Q2 earnings conference call 1630 CSX Corp (CSX). Q2 earnings conference call 1630 Kinder Morgan Inc (KMI). Q2 earnings conference call 1630 Las Vegas Sands Corp (LVS). Q2 earnings conference call 1630 SEI Investments Co (SEIC). Q2 earnings conference call 1730 Microsoft Corp (MSFT). Q4 earnings conference call 1730 Tesla Inc (TSLA). Q2 earnings conference call EXDIVIDENDS Cooper Companies Inc (COO). Amount $0.03 CVS Health Corp (CVS). Amount $0.50 |
Wake-up call: Toch dubbele TOP Nasdaq? Europa ook rond weerstand
Goedemorgen
Wat gisteren opviel was dat de Nasdaq mogelijk een dubbele top heeft neergezet, wat onverwacht en zeker heel snel na de bijzondere sessie van maandag. Dan kijk ik vooral naar de Nasdaq 100 index waar de TOP 5 in zit en de markt voor het grootste deel bepaald de afgelopen weken (sinds de bodem in maart). De composite kwam iets hoger uit, de Nasdaq 100 dus vrijwel op hetzelfde punt waar de draai vorige week maandag op gang kwam. Andere indices kunnen het tempo niet volgen want de Dow Jones lijkt niet meer tot de top van juni te geraken die rond de 27.580 punten uitkomt. De S&P 500 geraakt dan wel weer hoger dan de vorige toppen al blijft de index wel nog onder de recordstand van februari, het scheelt nu niet zoveel meer als we naar de chart kijken, de top gisteren op 3277 punten bleef er maar 115 punten onder ofwel zo'n 3% ...
Europa laat ook merken moeite te krijgen met de stijging, de AEX probeerde dan wel boven de 580 te geraken maar moest in de middag alles inleveren om nog maar net met een plus te sluiten, de dagtop lag wel op 587 punten wat de hoogste stand is sinds de bodem van maart. We merken nu wel duidelijk dat de AEX veel weerstand ondervind rondom de 578-582 punten, de uitschieter van gisteren wat dus te veel van het goeie maar daar zat Wall Street natuurlijk tussen toen die daling na de middag en in de avond begon. We moeten nu weer wachten wat Wall Street de rest van de week gaat doen.
Hetzelfde wat betreft de DAX, de index geraakte zelfs tot boven de 13.300 punten maar net als de AEX moest de index inleveren na de start op Wall Street. Ook hier ver onder de dagtop, er staat een candel op de grafiek die wel eens een draaimoment kan aangeven. Daarom denk ik dat de DAX later deze week weer onder die 13.000 punten terecht kan komen. We zitten dus met weerstand in de markt op het moment dat er veel cijfers naar buiten komen. Die kunnen er wel goed uitzien maar vaak is dat al na een bijstelling van de verwachtingen die er aan het begin van het jaar waren. En beleggers beginnen zich nu af te vragen hoe het verder zal gaan richting het einde van dit moeilijke jaar. We zitten tussendoor nog met de verkiezingen en Trump staat er zoals we zien in de POLLS niet goed voor ...
Wat betreft de handel, de signalen en dus trading, we zitten nog in de markt met wat indices, maandag en gisteren was het even vervelend maar de markt lijkt weer terug te komen om de doelen die ik voor ogen heb op te zoeken. Lid worden kan nu via de aanbieding tot 1 OKTOBER voor €39 ...
Schrijf u in via de link https://www.usmarkets.nl/tradershop
Tot straks ... Guy
robintrack.net/symbol/TSLA
..The number of Robinhood accounts holding shares of $TSLA is at an all time high of 496,890 accounts ahead of earnings later today
Markt snapshot vandaag Europa
GLOBAL TOP NEWS
The United States reported more than 1,000 deaths from COVID-19, according to a Reuters tally, marking the first time since June 10 the nation has surpassed that grim milestone, as California closed in on passing New York in total infections.
Japan's factory activity contracted for a 15th straight month in July, indicating the economic pain from the coronavirus crisis extended into the third quarter of the year as hopes for a quick global recovery fade.
The U.S. Justice Department on Tuesday indicted two Chinese nationals over their role in what the agency called a decade-long cyber espionage campaign that targeted defense contractors, COVID researchers and hundreds of other victims worldwide.
EUROPEAN COMPANY NEWS
Hong Kong's Cathay Pacific Airways said it had reached agreement with Airbus to delay the delivery of A350s and A321neos and was in advanced talks with Boeing about deferring its 777-9 orders.
Bayer AG launched a pilot program in the United States and Brazil that will pay farmers for capturing carbon in cropland soils, making it the latest agriculture company to capitalize on environmental initiatives.
Royal Bank of Scotland has hired climate change expert Nicholas Stern to help shape its sustainability strategy as the state-backed lender prepares to rebrand as NatWest Group.
TODAY'S COMPANY ANNOUNCEMENTS
Aalberts NV HY 2020 Earnings Release
Abb Ltd Q2 2020 Earnings Call
Aberdeen Asian Income Fund Ltd Annual Shareholders Meeting
Akzo Nobel NV Q2 2020 Earnings Call
Boliden AB Q2 2020 Earnings Call
Cellnex Telecom SA HY 2020 Earnings Call
Cloudcall Group PLC HY 2020 Earnings Call
Core Laboratories NV Q2 2020 Earnings Release
Covivio SA HY 2020 Earnings Call
EFG International AG HY 2020 Earnings Call
Exasol AG Annual Shareholders Meeting
Experian PLC Annual Shareholders Meeting
Hansa Investment Company Ltd Annual Shareholders Meeting
HarbourVest Global Private Equity Ltd Annual Shareholders Meeting
Heidelberg Pharma AG Annual Shareholders Meeting
Iberdrola SA HY 2020 Earnings Call
ICON PLC Q2 2020 Earnings Release
Idsud SA Annual Shareholders Meeting
Ingenico Group SA HY 2020 Earnings Release
Jacques Bogart SA Annual Shareholders Meeting
Londonmetric Property PLC Annual Shareholders Meeting
Marel hf Q2 2020 Earnings Release
Maven Income and Growth VCT PLC Annual Shareholders Meeting
Medacta Group SA HY 2020 Earnings Call
Mediclinic International PLC Annual Shareholders Meeting
MPH Health Care AG Annual Shareholders Meeting
Nordic Entertainment Group AB Q2 2020 Earnings Call
Norsk Hydro ASA Q2 2020 Earnings Call
NOS SGPS SA Q2 2020 Earnings Release
Open Orphan PLC Annual Shareholders Meeting
President Energy PLC Annual Shareholders Meeting
Sdiptech AB (publ) Q2 2020 Earnings Release
Soc D Explosifs Produits Chimiques SA Annual Shareholders Meeting
Software AG Q2 2020 Earnings Call
Stagecoach Group PLC FY 2020 Earnings Release
Talgo SA HY 2020 Earnings Call
Wincanton PLC Annual Shareholders Meeting