Liveblog Archief woensdag 29 juli 2020
Marktcijfers
| Actueel | Verwacht | Vorige | |||
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| USA: Rentevoetbeslissing | Actueel: 0,25% Verwacht: 0,25% Vorige: 0,25% |
Een TA analyse uit de VS
DOW TRANSPORTS MOVE FURTHER ABOVE 200-DAY LINE... Transportation stocks are one of today's strongest groups. Chart 1 shows the Dow...
Deze inhoud is alleen beschikbaar voor betalende leden.
Kodak shares soared on Wednesday after President Donald Trump announced a deal to work with the photography pioneer to produce ingredients in generic drugs in response to the coronavirus pandemic.
Shares of Kodak skyrocketed more than 570%, extending a massive rally this week. Trading was halted multiple times in morning trading on Wednesday due to volatility
Zal toch wel 'm eerst zijn vrienden hebben ingeseind
Marktcijfers
| Actueel | Verwacht | Vorige | |||
|---|---|---|---|---|---|
| USA: Ruwe Olievoorraden | Actueel: -10,612M Verwacht: 0,357M Vorige: 4,892M |
Marktcijfers
| Actueel | Verwacht | Vorige | |||
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| USA: Voorlopige Huisverkopen (Maandelijks) (Jun) | Actueel: 16,6% Verwacht: 15,0% Vorige: 44,3% |
Markt snapshot Wall Street vandaag
| WEDNESDAY, JULY 29, 2020 |
| TOP NEWS • Fed faces viral wave, mounting risks to recovery In a fast-changing global pandemic, this was not the turn U.S. Federal Reserve officials hoped for in early June, when their forecasts showed guarded optimism for a sharpish early economic rebound and steady slow growth to follow. • Big Tech to tangle with Washington lawmakers in antitrust showdown The CEOs of four of America's largest tech firms will testify before U.S. Congress in a hearing that promises a healthy dose of political theater, while also offering a window into the thinking of lawmakers trying to rein in Big Tech. • Can Apple's 24X7 services store-front make up for falling iPhone sales? Many of Apple's physical stores re-opened and re-closed in recent months because of spikes in cases of the novel coronavirus. But two of the iPhone maker's most important storefronts were open the whole time: The App Store and Apple's content businesses such as music and streaming video. • GE reins in cash outflow as losses mount General Electric reported smaller-than-expected cash outlflows in its industrial business, as the coronavirus crisis pummeled demand in its aviation business resulting in a $2.18 billion quarterly loss. • Anthem profit beats estimates on deferred care due to COVID-19 U.S. health insurer Anthem reported better-than-expected quarterly profit, aided by lower medical costs as people delayed non-essential procedures due to the COVID-19 pandemic. BEFORE THE BELL U.S. stock index futures rose as investors awaited cues of support from the Federal Reserve while the country grappled with a spike in coronavirus cases and Washington was in disarray over a new spending package. European shares edged up after mixed earnings reports. Asian shares dipped due to a weak start to corporate earnings. The U.S. dollar fell to a two-year low. Goldeased as investors booked profits. Oil prices rose after a surprise drop in U.S. crude inventories. Pending home sales data is on the economic radar. Boeing is scheduled to report later in the day. STOCKS TO WATCH Results • Advanced Micro Devices Inc (AMD). The chipmaker raised its full-year revenue forecast on Tuesday, driven in part by an overall surge in chip demand due to a global shift to work from home, and market-share gains from larger rival Intel. Revenue from AMD's computing and graphics segment, which includes graphic chip sales to data centers, rose 45% to $1.37 billion, beating analysts' estimate of $1.36 billion. It expects third-quarter revenue at about $2.55 billion, plus or minus $100 million, compared to analysts' average estimate of $2.32 billion. • Amgen Inc (AMGN). The drugmaker said second-quarter revenue rose 6% as higher sales of newer drugs, including recently added psoriasis treatment Otezla, offset declining sales of older medicines which were due in some cases to people staying home to avoid exposure to the new coronavirus. For the full year, Amgen narrowed its outlook for adjusted earnings per share to between $10.73 and $11.43 from its previous range of $10.65 to $11.45. The company said it still expects full-year revenue of $25 billion to $25.6 billion. Adjusted earnings, helped by lower expenses, rose 4% to $2.52 billion, or $4.25 per share, beating the average estimate of $3.84 per share. • Anthem Inc (ANTM). The health insurer reported better-than-expected quarterly profit, aided by lower medical costs as people delayed non-essential procedures due to the COVID-19 pandemic. Excluding items, Anthem reported a profit of $9.20 per share, beating the average analyst estimate of $8.87 per share. Net income rose to $2.28 billion, or $8.91 per share, in the second quarter ended June 30, from $1.14 billion, or $4.36 per share, a year earlier. Total revenue rose to $29.3 billion from $25.47 billion. • Banco Santander Brasil SA (BSBR). The bank's quarterly earnings sank as it set aside 3.2 billion reais for potential coronavirus-related loan losses, catching up to similar provisioning by rivals in the first quarter. Santander Brasil's second-quarter net income came in at 2.136 bln reais billion reais, down 41.2% from a year earlier and roughly in line analysts' estimate of 2.213 billion reais. The bank's return on equity, a gauge of profitability, was at 12%, down more than 10 percentage points from the previous quarter. The company reported a 13.4% rise in net interest income, to 13.620 billion reais, mainly on higher trading gains. • Barclays PLC (BCS). The company set aside a higher than expected 1.6 billion pounds to cover a possible rise in loan losses in the second quarter and warned a grim outlook and low interest rates would hurt profits into 2021. Barclays booked pretax profit for the first half of the year of 1.3 billion pounds, down from 3 billion pounds a year ago. The markets division posted a 49% rise in revenue to 2.1 billion pounds. Barclays' capital ratio was 14.2%, up from 13.1% at the end of March, as recent regulatory changes boosted its reserves. • Bunge Ltd (BG). The agricultural commodities trader raised its full-year outlook after topping Wall Street estimates for quarterly profit, helped by higher margins for its soy processing in South America, Europe and Asia. Net income attributable to shareholders was $521 million, or $3.47 per share, in the second quarter ended June 30, compared with $214 million or $1.43 per share, a year earlier. Excluding items, the company earned $3.88 per share, above analysts' average estimate of $1.32 per share. Revenue of $9.46 billion, however, missed estimates of $9.70 billion. • Deutsche Bank AG (DB). The German bank gave a slightly improved outlook for the year after a better performance in investment banking curbed a second-quarter loss and boosted shares. Revenues for the year are expected to be "essentially flat" rather than "slightly lower," as previously flagged, Deutsche Bank said. In the second quarter, investment bank revenues rose 46%, including a 39% rise in the important fixed income and currencies business. The net loss attributable to shareholders of 77 million euros in the quarter was narrower than the 3.3 billion euro loss a year earlier. • EBay Inc (EBAY). The e-commerce company beat Wall Street estimates for quarterly profit on Tuesday and raised its full-year outlook, as the e-commerce company benefited from a surge in online shopping by people staying indoors due to coronavirus-driven lockdowns. Ebay now expects full-year adjusted profit between $3.47 and $3.59 per share. Analysts were expecting $3.51 per share. Revenue rose to $2.87 billion in the second quarter, from $2.42 billion a year-ago, beating analysts' estimate of about $2.8 billion. Excluding items, the company earned $1.08 per share, above estimates of $1.06 per share. • General Electric Co (GE). The company reported smaller-than-expected cash outlflows in its industrial business, as the coronavirus crisis pummeled demand in its aviation business resulting in a $2.18 billion quarterly loss. Free cash outflow from industrial operations totaled $2.1 billion, it said. Orders at the unit, GE's largest by revenue, fell 56% and revenue fell 44% during the quarter. Loss per share from continuing operations came in at 27 cents in the second quarter ended June 30, compared with 3 cents a year earlier. On an adjusted basis, GE reported a loss of 15 cents per share. Total revenue fell 24% to $17.75 billion. Analysts had expected loss per share of 10 cents on revenue of $17.11 billion. • Mondelez International Inc (MDLZ). The company raised its quarterly dividend by 11% on Tuesday, after strong demand for its snacks and chocolates in North America offset sales declines in all of the Oreo maker's other businesses. The company's net revenues rose 17.3% in North America to $2.03 billion. Overall revenue fell to $5.91 billion from $6.06 billion, but came in just above market estimates of $5.90 billion. Excluding certain items, Mondelez earned 63 cents per share in the quarter ended June 30, above analysts' estimate of 56 cents. • Nomura Holdings Inc (NMR). Japan's biggest brokerage and investment bank turned in its second-best quarterly profit in almost two decades as it continues to slash costs as part of its efforts to turn around its business. Its April-June profit rose to 142.5 billion yen, its second-biggest earnings since 2002, from 55.8 billion yen a year ago. Pretax income for Nomura's wholesale segment jumped more than four-fold to 87.9 billion yen. Nomura's asset management division posted 19.2 billion yen of pretax income, up 6% on year, while its retail division raked in 15.1 billion yen. • Rio Tinto PLC (RIO). The miner said it saw a sharp V-shaped recovery in China as stimulus spurred industrial activity, helping its first-half profit handily beat market expectations. The company reported half-year underlying earnings of $4.75 billion, beating a consensus of $4.36 billion from analysts. The miner declared a record dividend of $1.55 per share, up from $1.51 last year and bang on expectations but refrained from paying out a special dividend as some analysts had hoped. Free cash flow tumbled 28% as the miner spent more on development projects and tax payments. • Sanofi SA (SNY). The French drugmaker raised its 2020 earnings forecast after its second-quarter results were boosted by cost cuts and the sale of most of its 20.6% stake in U.S. company Regeneron, although revenue was hit by the coronavirus crisis. The company said it was now targeting earnings per share growth of 6-7% this year. Second-quarter net income was up 5.6% at constant exchange rates to 1.6 billion euros. Revenue was down 3.4% in the quarter at 8.2 billion euros. Sales of vaccines were down 6.8% as coronavirus lockdowns hit international travel. Analysts polled by Refinitiv had been expected net income of 1.53 billion euros and sales of 8.5 billion euros. • Smith & Nephew PLC (SNN). Delays to hip and knee replacement surgery meant Smith+Nephew's first half profit fell well short of analysts' expectations, sending the medical products maker's shares as much as 6.4% lower. Sales on an underlying basis fell about 47% in April, 27% in May and 12% in June. Half-year trading profit fell to $172 million from $532 million, missing a consensus of $225 million. Revenue fell 18.7% but the company paid an interim dividend of 14 cents, in line with the previous year. • Starbucks Corp (SBUX). The company's business is "steadily recovering" worldwide as most of the coffee chain's stores have reopened with the easing of coronavirus-led restrictions, it said on Tuesday. Comparable store sales fell 40% globally and 41% in the Americas for Starbucks' third quarter ended June 28. This was less than analysts' forecast for declines of 42.05% and 42.82% respectively. For its full fiscal year, which ends in September, Starbucks expects global same-store sales to be 12-17% lower. Total net revenue slumped about 38% to $4.22 billion, but still beat the average analyst estimate of $4.07 billion. • Sumitomo Mitsui Financial Group Inc (SMFG). Japan's second-largest lender reported a 60% fall in first-quarter net profit due to a jump in credit-related costs during the coronavirus pandemic. Profit reached 86 billion yen for the three months to the end of June, compared with 215.7 billion yen in the same period a year earlier, the company said in a filing to the stock exchange. For the full year to the end of March, SMFG reiterated its forecast for profit of 400 billion yen. SMFG's credit-related costs in the first quarter tripled to 114.8 billion yen from a year earlier. SMFG's net interest income at the banking arm was 209.7 billion yen for the first quarter, a 3.7% rise year on year. • Visa Inc (V). The company's results topped analysts' estimates on Tuesday with a 23% drop in quarterly profit as consumer spending continued to be pressured by high unemployment due to lockdowns aimed at curbing the coronavirus outbreak. Net income fell to $2.37 billion, or $1.07 per Class A share, in the quarter ended June 30, from $3.10 billion, or $1.37 per Class A share, a year earlier. Analysts had estimated, on average, that the company earned $1.03. Net revenue fell 17% to $4.84 billion, compared with an estimate of $4.83 billion from analysts. In Other News • Alphabet Inc (GOOGL). Samsung is considering dropping its Bixby virtual assistant and Galaxy Apps Store from its mobile devices as part of a new global revenue-sharing deal with Google, according to correspondence seen by Reuters on Tuesday. Exact financial details under negotiation between the companies could not be determined. But Google is dangling more lucrative terms for Samsung than in previous deals if it retreats from its app strategy, according to a source familiar with the talks. The companies are aiming to finalize terms by Friday, the source added. Samsung said in a statement that it is committed to its own services, but that at the same time it "closely works with Google and other partners to offer the best mobile experiences." • AMC Entertainment Holdings Inc (AMC) & Comcast Corp (CMCSA). AMC Theatres and Universal Pictures agreed to a major shift that will allow the studio's movies to be made available to U.S. audiences at home after just three weekends in cinemas, the companies announced on Tuesday. AMC will receive a portion of the revenue that Universal generates from "premium video-on-demand" sales during the first weeks a film is offered to at-home viewers. Under the agreement, Universal holds the option to offer movies via AMC Theatres On Demand and other online platforms. Universal and AMC are discussing distribution plans for Europe and the Middle East, the companies said. • Bank of America Corp (BAC). The lender has asked the Trump administration to correct data meant to offer public accountability on the recipients of $520 billion in pandemic aid designed to preserve jobs, and a group of U.S. Democratic lawmakers has written to demand action before more funds are distributed. The 30 lawmakers outlined a series of "grave concerns" about errors in the data for the Paycheck Protection Program (PPP) in a letter on Monday to the Small Business Administration, asking that the agency "rectify these issues promptly," according to a copy of the letter viewed by Reuters. Bank of America has asked the SBA to pull the data, clean it up and re-issue it, according to the person with direct knowledge of the discussions. • FedEx Corp (FDX). The union representing FedEx pilots on Tuesday called on the U.S. package delivery company to suspend its operations in Hong Kong after some of its members were subject to "extremely difficult conditions" in government-mandated quarantine aimed at tamping down the spread of the coronavirus. The Air Line Pilots Association International (ALPA) said three FedEx pilots infected with the coronavirus were forced into mandated hospital facilities for up to 10 days in Hong Kong. Those pilots were asymptomatic. FedEx in a statement said the company was fully engaged with government authorities to support its crew members in situations that required medical treatment or self-isolation in Hong Kong. • ICL Group Ltd (ICL). The fertiliser and speciality chemicals company reported a drop quarterly earnings as sales fell on low commodity prices and a slide in demand for clear brine fluids and some flame retardants. The company posted diluted adjusted earnings per share (EPS) of 6 cents in the second quarter, down from 12 cents a year earlier. Sales declined to $1.2 billion from $1.43 billion. Analysts on average forecast adjusted EPS of 5 cents on sales of $1.24 billion. Second-quarter potash sales decreased to $340 million from $432 million a year earlier, as sales to Brazil and India fell and the average selling price per tonne declined to $226 from $289. The company said it would pay a quarterly dividend of $36 million, up from $30 million in the first quarter. • L Brands Inc (LB). The Victoria's Secret owner on Tuesday forecast a smaller-than-expected drop in quarterly sales on strong demand for its Bath & Body Works hand sanitizers and other personal care products, and said it would cut 15% of its corporate staff. The company said its cost-cutting efforts, including layoffs and inventory management, would help it save about $400 million annually. The company estimated a 10% rise in second-quarter revenue for the brand, even as it expects total net sales to be down about 20% from a year earlier. Analysts on average were expecting total net sales to decline about 35% to $1.9 billion. • McDonald's Corp (MCD). Shares in the Japanese affiliate of McDonald's fell after the U.S. fast-food giant said it would cut its stake in its only publicly listed overseas unit to bolster finances hit by the coronavirus. The Japanese business has a market capitalization of roughly $7 billion and expects to post a full-year net profit of around 18.2 billion yen ($173 million), up 7.8 percent from last year. McDonald's Holding Company Japan said it did not expect a major impact on its business from the sale. • Moderna Inc (MRNA). The company is planning to price its coronavirus vaccine at $50 to $60 per course, at least $11 more than another vaccine from Pfizer and BioNTech, the Financial Times reported on Tuesday, citing unnamed sources. Moderna's proposed price would apply to the United States and other high-income countries, according to the report. Separately, the company on Tuesday said its experimental COVID-19 vaccine induced a robust immune response and protected against infection in a study on monkeys. • Sanofi SA (SNY) & GlaxoSmithKline PLC (GSK). Britain has signed a deal for up to 60 million doses of a possible COVID-19 vaccine being developed by Sanofi and GlaxoSmithKline, it said, its fourth such arrangement as the race to tame the pandemic heats up. Financial terms of the agreement were not disclosed. Sanofi and GSK confirmed in a statement that regulatory approval for their vaccine could be achieved by the first half of 2021 if clinical data was positive. "The fact remains that there are no guarantees," said business minister Alok Sharma. "It is important that we secure early access to a diverse range of promising vaccine candidates ... to increase our chances of finding one that works." • Sasol Ltd (SSL). The company has agreed to sell the world's biggest oxygen production site in Secunda, South Africa, to France's Air Liquide for about $515 million, as it sheds assets to pay off debts and avoid a rights issue. Sasol said it had reached an agreement to sell the 16 air separation units, which have a capacity of 42,000 tons per day and produce oxygen for its fuels and chemicals production processes as well as other gases. Air Liquide said it would launch a multi-year plan to modernise the facilities. • Spirit Airlines Inc (SAVE). The carrier is preparing to inform unions on Friday that 20-30% of workers may be furloughed in October, an internal memo shows, becoming the first low-cost U.S. carrier to detail potential job cuts due to the coronavirus pandemic. "It's now clear that the demand increase we saw in June was an outlier, and the downward trend will continue," CEO Ted Christie says in the memo. The airline's expected daily cash burn of more than $100 million each month, over the next several months, "is not sustainable," he added. • Takeda Pharmaceutical Co Ltd (TAK). Japan's biggest drug maker is looking to cut sales jobs in Japan in its latest restructuring effort, as it overhauls domestic business following its $59 billion purchase of Shire, sources familiar with the company's plans said. The layoffs by Takeda will be focused on sales positions, two industry sources told Reuters requesting anonymity to protect professional obligations. Separately, a group led by Takeda have completed test supplies of a blood plasma treatment for COVID-19, but pending regulator approval will likely prevent clinical trials from meeting a July start date. • Tesla Inc (TSLA). The company's Chief Executive Officer Elon Musk said on Tuesday that the company is open to licensing software and supplying powertrains and batteries. "Tesla is open to licensing software and supplying powertrains & batteries. We’re just trying to accelerate sustainable energy, not crush competitors!" Musk said in message on Twitter. It was unclear which types of batteries it will supply. Tesla is also planning to build its own battery manufacturing facility at its Fremont, California, plant under its "roadrunner" project. • Uber Technologies Inc (UBER). U.S. prosecutors are seeking 27 months of imprisonment for the former head of Uber's self-driving technology unit, Anthony Levandowski, who agreed to plead guilty in March for taking sensitive documents from his former employer Google before joining Uber. Federal prosecutors are also seeking three years of supervised release and an agreed-upon restitution payment of nearly $756,500 to Alphabet's self-driving car company Waymo, according to the court papers filed in the U.S. District Court for Northern District of California. Levandowski's attorneys have asked for 12 months of home confinement for him, with an obligation to perform community service, and a $95,000 fine, the court papers added. • Westpac Banking Corp (WBK). The Australian bank said it will bring back 1,000 call centre jobs to Australia from overseas to meet growing demand for customer assistance due to the coronavirus pandemic. Westpac said the roles will be spread out over regional and metro areas and will be filled by new and existing employees. The process will take a year and will lead to a rise in costs of about A$45 million ($32 million) a year by the end of fiscal 2021. "We will also be returning all dedicated voice roles to Australia to enhance the capacity of our existing call centres," Chief Executive Officer Peter King said in a statement. PREVIEW Will investors look past Amazon's COVID-19 e-commerce costs? Investors' penchant for prioritizing growth over profit at Amazon.com will be put to the test on Thursday, when investors absorb the impact of second-quarter pandemic-related costs that could top $4 billion. The world's biggest e-retailer - a relatively rare high-growth investment thanks to its lucrative cloud computing business - is in a position to gobble up market share as virus-weary shoppers shift purchasing online and business shutdowns hammer store-based retailers. ANALYSTS' RECOMMENDATION • 3M Co (MMM). Credit Suisse cuts target price to $179 from $180, citing uncertainty for the third-quarter due to the rising number of coronavirus cases. • Advanced Micro Devices Inc (AMD). Piper Sandler raises target price to $82 from $60, after the company raised its full-year 2020 growth target to 32% from 25%. • Amgen Inc (AMGN). Cowen and Company raises target price to $297 from $274, citing strong second-quarter earnings and raised guidance for the year. • eBay Inc (EBAY). Canaccord Genuity raises target price to $58 from $55, reflecting on strong second-quarter results, supported by new active buyers to its marketplace due to COVID-19 related restrictions. • Visa Inc (V). Evercore ISI raises target price to $247 from $226, after the company's third-quarter earnings exceeded estimates. ECONOMIC EVENTS (All timings in U.S. Eastern Time) 0830 Advance goods trade balance for Jun: Prior -$75.26 bln 0830 Wholesale inventories advance for Jun: Prior -1.2% 0830 Retail inventories ex-auto advance for Jun: Prior -1.6% 1000 Pending Homes Index for Jun: Prior 99.6 1000 Pending sales change mm for Jun: Expected 15.0%; Prior 44.3% 1400 Fed funds target rate: Expected 0-0.25%; Prior 0-0.25% COMPANIES REPORTING RESULTS Ameriprise Financial Inc (AMP). Expected Q2 earnings of $2.46 per share Apache Corp (APA). Expected Q2 loss of $1.01 per share Archer-Daniels-Midland Co (ADM). Expected Q2 earnings of 51 cents per share Automatic Data Processing Inc (ADP). Expected Q4 earnings of 96 cents per share Avalonbay Communities Inc (AVB). Expected Q2 earnings of $1.03 per share Boeing Co (BA). Expected Q2 loss of $2.54 per share Cerner Corp (CERN). Expected Q2 earnings of 61 cents per share Cognizant Technology Solutions Corp (CTSH). Expected Q2 earnings of 69 cents per share Concho Resources Inc (CXO). Expected Q2 earnings of 46 cents per share Crown Castle International Corp (CCI). Expected Q2 earnings of 50 cents per share Duke Realty Corp (DRE). Expected Q2 earnings of 13 cents per share Eaton Corporation PLC (ETN). Expected Q2 earnings of 53 cents per share Entergy Corp (ETR). Expected Q2 earnings of $1.26 per share Equinix Inc (EQIX). Expected Q2 earnings of $1.64 per share Fortune Brands Home & Security Inc (FBHS). Expected Q2 earnings of 59 cents per share General Motors Co (GM). Expected Q2 loss of $1.77 per share Hess Corp (HES). Expected Q2 loss of $1.14 per share Hologic Inc (HOLX). Expected Q3 earnings of 39 cents per share Interpublic Group of Companies Inc (IPG). Expected Q2 earnings of 20 cents per share Lam Research Corp (LRCX). Expected Q4 earnings of $4.05 per share Mid-America Apartment Communities Inc (MAA). Expected Q2 earnings of 54 cents per share Norfolk Southern Corp (NSC). Expected Q2 earnings of $1.33 per share O'Reilly Automotive Inc (ORLY). Expected Q2 earnings of $4.41 per share PayPal Holdings Inc (PYPL). Expected Q2 earnings of 88 cents per share Qorvo Inc (QRVO). Expected Q1 earnings of $1.13 per share Qualcomm Inc (QCOM). Expected Q3 earnings of 71 cents per share Raymond James Financial Inc (RJF). Expected Q3 earnings of 97 cents per share Rollins Inc (ROL). Expected Q2 earnings of 18 cents per share ServiceNow Inc (NOW). Expected Q2 earnings of $1.01 per share Trane Technologies PLC (TT). Expected Q2 earnings of 74 cents per share Tyler Technologies Inc (TYL). Expected Q2 earnings of $1.20 per share United Rentals Inc (URI). Expected Q2 earnings of $1.86 per share CORPORATE EVENTS (All timings in U.S. Eastern Time) 0800 Booz Allen Hamilton Holding Corp (BAH). Annual Shareholders Meeting 0800 Boston Scientific Corp (BSX). Q2 earnings conference call 0800 Bunge Ltd (BG). Q2 earnings conference call 0800 Dynatrace Inc (DT). Q1 earnings conference call 0800 General Electric Co (GE). Q2 earnings conference call 0800 SiteOne Landscape Supply Inc (SITE). Q2 earnings conference call 0800 Spotify Technology SA (SPOT). Q2 earnings conference call 0830 Anthem Inc (ANTM). Q2 earnings conference call 0830 Automatic Data Processing Inc (ADP). Q4 earnings conference call 0830 CH Robinson Worldwide Inc (CHRW). Q2 earnings conference call 0830 CME Group Inc (CME). Q2 earnings conference call 0830 Interpublic Group of Companies Inc (IPG). Q2 earnings conference call 0830 New York Community Bancorp Inc (NYCB). Q2 earnings conference call 0845 Norfolk Southern Corp (NSC). Q2 earnings conference call 0900 Aflac Inc (AFL). Q2 earnings conference call 0900 Ashland Global Holdings Inc (ASH). Q3 earnings conference call 0900 Euronet Worldwide Inc (EEFT). Q2 earnings conference call 0900 General Dynamics Corp (GD). Q2 earnings conference call 0900 Owens Corning (OC). Q2 earnings conference call 0900 Packaging Corp of America (PKG). Q2 earnings conference call 0900 Santander Consumer USA Holdings Inc (SC). Q2 earnings conference call 0900 Scotts Miracle-Gro Co (SMG). Q3 earnings conference call 0900 United Therapeutics Corp (UTHR). Q2 earnings conference call 0930 Markel Corp (MKL). Q2 earnings conference call 0930 Mckesson Corp (MCK). Annual Shareholders Meeting 1000 Axalta Coating Systems Ltd (AXTA). Q2 earnings conference call 1000 Boston Properties Inc (BXP). Q2 earnings conference call 1000 Celanese Corp (CE). Q2 earnings conference call 1000 Enterprise Products Partners LP (EPD). Q2 earnings conference call 1000 General Motors Co (GM). Q2 earnings conference call 1000 Hess Corp (HES). Q2 earnings conference call 1000 Rollins Inc (ROL). Q2 earnings conference call 1000 Southern Copper Corp (SCCO). Q2 earnings conference call 1000 STAG Industrial Inc (STAG). Q2 earnings conference call 1030 Boeing Co (BA). Q2 earnings conference call 1100 Amedisys Inc (AMED). Q2 earnings conference call 1100 Eastgroup Properties Inc (EGP). Q2 earnings conference call 1100 Entergy Corp (ETR). Q2 earnings conference call 1100 Equity Residential (EQR). Q2 earnings conference call 1100 ONEOK Inc (OKE). Q2 earnings conference call 1130 Prosperity Bancshares Inc (PB). Q2 earnings conference call 1200 Hess Midstream Operations LP (HESM). Q2 earnings conference call 1300 UDR Inc (UDR). Q2 earnings conference call 1630 Cerner Corp (CERN). Q2 earnings conference call 1630 Fortune Brands Home & Security Inc (FBHS). Q2 earnings conference call 1630 Hologic Inc (HOLX). Q3 earnings conference call 1630 Teladoc Health Inc (TDOC). Q2 earnings conference call 1645 Qualcomm Inc (QCOM). Q3 earnings conference call 1700 Avantor Inc (AVTR). Q2 earnings conference call 1700 Cognex Corp (CGNX). Q2 earnings conference call 1700 Cognizant Technology Solutions Corp (CTSH). Q2 earnings conference call 1700 Fair Isaac Corp (FICO). Q3 earnings conference call 1700 Lam Research Corp (LRCX). Q4 earnings conference call 1700 PayPal Holdings Inc (PYPL). Q2 earnings conference call 1700 PTC Inc (PTC). Q3 earnings conference call 1700 Qorvo Inc (QRVO). Q1 earnings conference call 1700 ServiceNow Inc (NOW). Q2 earnings conference call 1730 Equinix Inc (EQIX). Q2 earnings conference call 2000 Yum China Holdings Inc (YUMC). Q2 earnings conference call EXDIVIDENDS First Republic Bank (FRC). Amount $0.20 |
Graag correcte rapportering van de Amerikaanse futures
TA - Gold, Silver, WTI en Brent
Met deze technische analyse wordt de radiostilte doorbroken. De afgelopen 1,5 week heb ik in Zuid-Frankrijk gespendeerd. De batterij is opgeladen en we kunnen er weer tegenaan. We gaan weer verder met drie artikels per week. Ik zie jullie feedback/rating weer graag tegemoet zodat we elkaars visies…
Lees verder »RD, Galapagos, ABN en DSM
Wat in het vat zit verzuurt niet. De column van dinsdag krijgt u gewoon op woensdag! Het belooft een mooie dag te worden en ik ga eens kijken of dat ook voor de volgende vier aandelen uit de AEX geldt. Aan de beurt zijn ABN AmRo, DSM, Galapagos en Koninklijke Olie. Ik heb de grafieken om…
Lees verder »Wake-up call: Wall Street lager richting belangrijke momenten
Goedemorgen
We kunnen op zich niet zoveel doen zonder risico met vandaag de FED en morgen de cijfers van Google, Apple en Amazon. De aandelen zelf leveren wat in gisteren met Amazon dat al een weekje rondom de 3000 dollar blijft hangen terwijl Apple rond de 370 dollar uitkomt en Google rond de 1500 dollar staat. Wel een eindje onder de top van vorige week maar aan de andere kant vloeit er wat overdrijving uit zoals we kunnen zien. De koersen rond de top waren te hoog, maar donderdag nabeurs en uiteraard vrijdag als de markt dan na de cijfers echt open gaat kan er natuurlijk weer een opleving plaatsvinden en dat maakt het nu te moeilijk om erop te gaan handelen. We gaan het zien de komende dagen, eerst maar eens de FED afwachten of er daar geen verborgen boodschap uitkomt, dat is vanavond rond 20:00 met een persconferentie om 20:30 ...
Gisteren wat daling op Wall Street, de Dow verloor 200 punten, de Nasdaq liet 134 punten liggen terwijl de Nasdaq 100 de avond afsloot met 142 punten verlies. Ook andere indices op Wall Street deden een stapje terug, de S&P 500 verloor 20 punten terwijl de Dow Transport 120 punten verloor. Een daling in de gehele breedte deze keer, geen echte sectorswitch. Beleggers blijken ook wat voorzichtig te blijven nu met de FED en de 3 grote bedrijven die eraan komen met cijfers want vergeet nogmaals niet dat het de gangmakers waren voor de laatste rally van de afgelopen weken.
De AEX kon dan wel met een plus eindigen, de index liep met 2 punten op tot 566,3 terwijl de DAX een pas op de plaats maakt met een slotstand op 12.835 punten. Vanmorgen staan de futures wel wat lager, het scheelt nog niet zoveel maar toch een stapje terug.
Neem nu een abonnement op US Markets Trading tot 1 oktober voor €39 ...
Ik voorzie zeker nog genoeg kansen en ik wil de maand augustus goed aanpakken voor de leden. We zitten met wat verlies deze maand (JULI) maar op zich weinig, in de rumoerige maand juli heb ik zo goed als mogelijk proberen te handelen maar de markt liet nog wat teveel overdrijving zien. In feite schieten we in de maand juli ook weinig op met de indices, het lijkt er allemaal goed uit te zien maar de markt maakt wel een pas op de plaats. Daarom zoek ik nu naar een goed momentum, dat komt er snel aan merk ik aan veel zaken. Eind deze week verwacht ik wat posities op te gaan nemen, u kunt dus mee door lid te worden.
Inschrijven? Ga naar https://www.usmarkets.nl/tradershop
Tot straks ... Guy
De sp en Nasdaq futures zijn niet te interpreteren
Markt snapshot Europa vandaag
GLOBAL TOP NEWS
A half-dozen U.S. states in the South and West reported one-day records for coronavirus deaths and cases in Texas passed the 400,000 mark as California health officials said Latinos made up more than half its cases.
Republicans in the White House and the U.S. Congress were in disarray over their own plan for providing $1 trillion in new coronavirus aid, as negotiations aimed at reaching a compromise bill with Democrats also sputtered.
Global airlines cut their coronavirus recovery forecast, saying it would take until 2024 - a year longer than previously expected - for passenger traffic to return to pre-crisis levels.
EUROPEAN COMPANY NEWS
Italy's Intesa Sanpaolo scored a complete victory in its takeover battle for UBI Banca, securing the two-thirds majority it needs to absorb the smaller rival and reap the biggest benefits from the deal.
French luxury group Kering said second-quarter comparable sales plunged by 43.7% due to the COVID-19 pandemic, adding it could not provide a forecast for the second half of the year despite an encouraging recovery in Asia.
Carrefour raised its goal for cost savings under its strategic overhaul plan as Europe's largest retailer delivered savings of 480 million euros in the first half and vowed more price cuts in its core French market.
TODAY'S COMPANY ANNOUNCEMENTS
Acciona SA HY 2020 Earnings Release
Acea SpA HY 2020 Earnings Call
Acerinox SA HY 2020 Earnings Call
Adm Energy PLC Annual Shareholders Meeting
Advanced Oncotherapy PLC Annual Shareholders Meeting
Advenis SA Annual Shareholders Meeting
Aena SME SA HY 2020 Earnings Call
AerCap Holdings NV Q2 2020 Earnings Call
Alkermes Plc Q2 2020 Earnings Call
Aminex PLC Annual Shareholders Meeting
Amplifon SpA Q2 2020 Earnings Call
Amryt Pharma Holdings Ltd Annual Shareholders Meeting
ams AG Q2 2020 Earnings Call
Aovo Touristik AG Annual Shareholders Meeting
Aperam SA Q2 2020 Earnings Call
Aquila Services Group PLC Annual Shareholders Meeting
ASM International NV Q2 2020 Earnings Call
Awox SA Annual Shareholders Meeting
Banca Generali SpA Q2 2020 Earnings Call
Banca Mediolanum SpA Q2 2020 Earnings Release
Banco Comercial Portugues SA Q2 2020 Earnings Call
Banco Santander SA Q2 2020 Earnings Call
Barclays PLC HY 2020 Earnings Release
BASF SE Q2 2020 Earnings Call
Bilia AB Q2 2020 Earnings Release
Boussard and Gavaudan Holding Ltd Annual Shareholders Meeting
Breedon Group PLC HY 2020 Earnings Call
British Land Company PLC Annual Shareholders Meeting
Caledonia Investments PLC Annual Shareholders Meeting
Caspian Sunrise PLC Annual Shareholders Meeting
CEMEX Latam Holdings SA Annual Shareholders Meeting
CGG SA HY 2020 Earnings Call
Chubb Ltd Q2 2020 Earnings Call
Claranova SA Annual Shareholders Meeting
CML Microsystems Plc Annual Shareholders Meeting
Coface SA HY 2020 Earnings Release
Coface SA Q2 2020 Earnings Call
Criteo SA Q2 2020 Earnings Call
Deutsche Bank AG Q2 2020 Earnings Call
Deutsche Boerse AG Q2 2020 Earnings Release
DIC Asset AG HY 2020 Earnings Call
Drax Group PLC HY 2020 Earnings Call
Drax Group PLC HY 2020 Earnings Release
DWS Group GmbH & Co KgaA Q2 2020 Earnings Call
Eaton Corporation PLC Q2 2020 Earnings Call
Ebro Foods SA Annual Shareholders Meeting
Elia Group SA HY 2020 Earnings Call
Elis SA HY 2020 Earnings Call
Ence Energia y Celulosa SA Q2 2020 Earnings Call
Enel SpA HY 2020 Earnings Call
Equals Group PLC Shareholders Meeting
Etablissements Fauvet Girel SA Annual Shareholders Meeting
Eurazeo SE HY 2020 Earnings Call
Ferguson PLC Shareholders Meeting
Fnac Darty SA HY 2020 Earnings Call
Fomento de Construcciones y Contratas SA HY 2020 Earnings Call
Fugro NV HY 2020 Earnings Presentation
Garmin Ltd Q2 2020 Earnings Call
Gaztransport et Technigaz SA HY 2020 Earnings Release
GlaxoSmithKline PLC Q2 2020 Earnings Release
Hera SpA HY 2020 Earnings Call
Hibernia REIT PLC Annual Shareholders Meeting
Indra Sistemas SA HY 2020 Earnings Release
Inficon Holding AG HY 2020 Earnings Call
Inmobiliaria Colonial SOCIMI SA Q2 2020 Earnings Release
James Cropper PLC Annual Shareholders Meeting
Janus Henderson Group PLC HY 2020 Earnings Release
Jeronimo Martins SGPS SA HY 2020 Earnings Release
Jupiter Fund Management PLC HY 2020 Earnings Call
Klepierre SA HY 2020 Earnings Release
Koninklijke Vopak NV HY 2020 Earnings Call
Lancashire Holdings Ltd Q2 2020 Earnings Release
LivaNova PLC Q2 2020 Earnings Call
Lundin Energy AB Q2 2020 Earnings Call
Malta Properties Company PLC Annual Shareholders Meeting
Melexis NV Q2 2020 Earnings Call
Navios Maritime Partners LP Q2 2020 Earnings Call
Nexans SA HY 2020 Earnings Call
NH Hotel Group SA HY 2020 Earnings Release
NRJ Group SA HY 2020 Earnings Release
OMV AG Q2 2020 Earnings Call
Orapi SA Annual Shareholders Meeting
Orege SA Annual Shareholders Meeting
Osram Licht AG Q3 2020 Earnings Call
Plaza Centers NV Annual Shareholders Meeting
Prada SpA HY 2021 Earnings Call
Prodware SA Annual Shareholders Meeting
Puma SE Q2 2020 Earnings Release
Rathbone Brothers PLC HY 2020 Earnings Call
Recylex SA Annual Shareholders Meeting
Ren Redes Energeticas Nacionais SGPS SA HY 2020 Earnings Release
Rio Tinto PLC HY 2020 Earnings Release
Rose Petroleum PLC Annual Shareholders Meeting
Saipem SpA Q2 2020 Earnings Call
Sanofi SA Q2 2020 Earnings Call
Santander UK Group Holdings PLC Q2 2020 Earnings Call
Schneider Electric SE HY 2020 Earnings Call
Securitas AB Q2 2020 Earnings Release
Smith & Nephew PLC HY 2020 Earnings Release
Smurfit Kappa Group PLC Q2 2020 Earnings Release
Societe BIC SA HY 2020 Earnings Release
Solvay SA Q2 2020 Earnings Call
Sopra Steria Group SA HY 2020 Earnings Call
Spie SA HY 2020 Earnings Call
Subsea 7 SA Q2 2020 Earnings Release
Suez SA HY 2020 Earnings Release
Tarkett SA Q2 2020 Earnings Release
Taylor Wimpey PLC HY 2020 Earnings Call
TE Connectivity Ltd Q3 2020 Earnings Call
TechnipFMC PLC Q2 2020 Earnings Release
Tecnicas Reunidas SA HY 2020 Earnings Presentation
Telefonica Deutschland Holding AG Q2 2020 Earnings Call
Teleperformance SE HY 2020 Earnings Release
Television Francaise 1 SA HY 2020 Earnings Call
Terna Rete Elettrica Nazionale SpA Q2 2020 Earnings Call
Tokmanni Group Corp Q2 2020 Earnings Call
Trane Technologies PLC Q2 2020 Earnings Call
Transocean Ltd Q2 2020 Earnings Release
Trivago NV Q2 2020 Earnings Call
Unibail-Rodamco-Westfield SE HY 2020 Earnings Call
Unite Group PLC HY 2020 Earnings Call
Urban Exposure PLC Annual Shareholders Meeting
Vallourec SA HY 2020 Earnings Release
Walker Greenbank PLC Annual Shareholders Meeting
WANdisco PLC Annual Shareholders Meeting
Weir Group PLC HY 2020 Earnings Release
Wizz Air Holdings PLC HY 2021 Earnings Release
ECONOMIC EVENTS (All times GMT)
0600 (approx.) Germany Import Prices mm for Jun: Expected 0.5%; Prior 0.3%
0600 (approx.) Germany Import Prices yy for Jun: Expected -5.1%; Prior -7.0%
0645 France Consumer Confidence for Jul: Expected 99; Prior 97
0700 (approx.) Spain Retail Sales yy for Jun: Prior -19.0%
0700 (approx.) Sweden Overall Sentiment for Jul: Prior 75.2
0700 (approx.) Sweden Consumer Confidence SA for Jul: Prior 84.0
0700 (approx.) Sweden Manufacturing Confidence for Jul: Prior 89.1
0700 (approx.) Sweden Total Industry Sentiment for Jul: Prior 68.6
0800 (approx.) Italy Producer Prices mm for Jun: Prior -0.1%
0800 (approx.) Italy Producer Prices yy for Jun: Prior -5.3%
0800 Switzerland Investor Sentiment for Jul: Prior 48.7
0800 Austria Purchasing Managers Index for Jul: Prior 46.5
0830 (approx.) United Kingdom BOE Consumer Credit for Jun: Expected -2 bln GBP; Prior -4.597 bln GBP
0830 (approx.) United Kingdom Mortgage Lending for Jun: Expected 1.8 bln GBP; Prior 1.224 bln GBP
0830 (approx.) United Kingdom Mortgage Approvals for Jun: Expected 33,900; Prior 9,273
0830 (approx.) United Kingdom M4 Money Supply for Jun: Prior 2.0%
0830 (approx.) United Kingdom Broad Money for Jun: Prior 2,715,197 mln GBP
1000 (approx.) Portugal Unemployment Rate for Jun: Prior 5.50%