Liveblog Archief woensdag 5 augustus 2020

Goedemorgen
De markt blijft tractie tonen op Wall Street met opnieuw een record voor de beide Nasdaq indexen, vooral Apple blijft doorstomen met daar ook een nieuw record waardoor het bedrijf de beurswaarde van 2000 miljard dollar in zicht krijgt met 1860 miljard. Bijna een verdubbeling van de waarde waar Apple op stond toen de bodem in maart werd neergezet. Andere tech bedrijven zoals Amazon deden het ook goed, Amazon sluit wat hoger. Microsoft en Alphabet moesten wat inleveren.

De Dow wint 164 punten, de Nasdaq 38 punten terwijl ook de andere indices hoger weten te sluiten. Opvallend is dat het goud door de 2000 dollar breekt en zijn weg omhoog continueert, ook dat blijft een vreemd verloop als we naar de markt kijken. Sterke beurzen samen met een vlucht naar een veilige haven zoals naar het goud wordt gekeken blijft hoe dan ook een vreemde combinatie. De AEX deed het na de sterke sessie van maandag wat rustiger, de index won 0,2 punt. De DAX moest iets inleveren na de sterke sessie van maandag, Europa deed het dus iets rustiger dan de rest maar we zien vaker dat Europa moeilijk kan volgen met Wall Street de afgelopen tijd.

Nu wordt het wel wat interessanter om wat te doen, gisteren nog afgewacht maar ik zal vandaag waar het kan een signaal versturen met wat kleine posities om te starten met de maand augustus. Wel moet het een mooie voorzichtige instap worden maar nu ik naar de markt kijk zou er zich wel een kans kunnen voordoen ...

Meedoen kan door lid te worden via de tradershop, nu tot 1 OKTOBER voor €39 ... Dan staat u vandaag nog op de lijst ... https://www.usmarkets.nl/tradershop

Tot straks ... Guy

GLOBAL TOP NEWS
White House officials on Tuesday could not say how the U.S. government would receive a portion of the proceeds from any sale of TikTok's U.S. operations, one day after President Donald Trump called for a cut of the money.

Walt Disney on Tuesday avoided the unmitigated disaster some investors feared as it eked out an adjusted profit amid the coronavirus pandemic that shut down parks, movie theaters and sporting events across the globe.

Lebanese rescue workers dug through the rubble looking for survivors of a powerful warehouse explosion that shook the capital Beirut, killing 78 people and injuring nearly 4,000 in a toll that officials expected to rise.


EUROPEAN COMPANY NEWS
BP cut its dividend for the first time in a decade after a record $6.7 billion second-quarter loss, when the coronavirus crisis hammered fuel demand, and it sought to win over investors by speeding up its reinvention as a lower carbon company.

Virgin Atlantic Airways is seeking protection from creditors in the United States under Chapter 15 of the U.S. Bankruptcy Code, which allows a foreign debtor to shield assets in this country, according to a court filing on Tuesday.

Telecom Italia has postponed to August 31 a decision on the sale of a minority stake in its last-mile grid to U.S. investment firm KKR on a government request to negotiate a deal with rival Open Fiber.


TODAY'S COMPANY ANNOUNCEMENTS
Allianz SE Q2 2020 Earnings Call
Atento SA Q2 2020 Earnings Release
Atrium European Real Estate Ltd HY 2020 Earnings Call
Avadel Pharmaceuticals PLC Annual Shareholders Meeting
Baillie Gifford UK Growth Fund PLC Annual Shareholders Meeting
Bank of Ireland Group PLC HY 2020 Earnings Call
Bayerische Motoren Werke AG Q2 2020 Earnings Call
Big Yellow Group PLC Annual Shareholders Meeting
Bper Banca SpA HY 2020 Earnings Call
Bpost SA Q2 2020 Earnings Call
Capri Holdings Ltd Q1 2021 Earnings Call
Carl Zeiss Meditec AG Q3 2020 Earnings Call
CARPEVIGO Holding AG Annual Shareholders Meeting
Cellectis SA Q2 2020 Earnings Release
Coca Cola HBC AG Q2 2020 Earnings Call
Commerzbank AG Q2 2020 Earnings Call
Continental AG Q2 2020 Earnings Call
CTT Correios de Portugal SA HY 2020 Earnings Release
DCI Database for Commerce and Industry AG Annual Shareholders Meeting
Deutsche Post AG Q2 2020 Earnings Call
Dialog Semiconductor PLC Q2 2020 Earnings Call
Elmos Semiconductor SE HY 2020 Earnings Call
Endeavour Mining Corp Q2 2020 Earnings Call
Endo International PLC Q2 2020 Earnings Release
Ferrexpo PLC HY 2020 Earnings Release
GasLog Ltd Q2 2020 Earnings Call
GasLog Partners LP Q2 2020 Earnings Call
Hannover Rueck SE HY 2020 Earnings Call
Hastings Group Holdings PLC Q2 2020 Earnings Call
Highbridge Tactical Credit Fund Ltd Annual Shareholders Meeting
Horizon Therapeutics PLC Q2 2020 Earnings Call
Invinity Energy Systems PLC Annual Shareholders Meeting
IP Group PLC HY 2020 Earnings Presentation
Koninklijke Ahold Delhaize NV Q2 2020 Earnings Call
Legal & General Group PLC HY 2020 Earnings Release
Lenzing AG HY 2020 Earnings Call
LPKF Laser & Electronics AG Q2 2020 Earnings Call
Metro AG Q3 2020 Earnings Release
Metro Bank PLC HY 2020 Earnings Call
Metso Outotec Corp Q2 2020 Earnings Call
Morgan Sindall Group PLC HY 2020 Earnings Call
MorphoSys AG HY 2020 Earnings Release
MTU Aero Engines AG Annual Shareholders Meeting
Neles Oyj Q2 2020 Earnings Call
Noble Corporation PLC Q2 2020 Earnings Release
Norma Group SE Q2 2020 Earnings Call
Obrascon Huarte Lain SA HY 2020 Earnings Call
Orion Engineered Carbons SA Q2 2020 Earnings Call
Pagegroup PLC HY 2020 Earnings Release
Palfinger AG Annual Shareholders Meeting
Permanent TSB Group Holdings PLC Annual Shareholders Meeting
Perrigo Company PLC Q2 2020 Earnings Call
Pirelli & C SpA HY 2020 Earnings Call
Raisio Oyj Q2 2020 Earnings Release
Regional REIT Ltd Annual Shareholders Meeting
RHI Magnesita NV HY 2020 Earnings Call
Safe Bulkers Inc Q2 2020 Earnings Call
Sampo plc Q2 2020 Earnings Call
SEGRO PLC HY 2020 Earnings Call
Shefa Gems Ltd Annual Shareholders Meeting
Telecom Italia SpA Q2 2020 Earnings Call
Tenaris SA Q2 2020 Earnings Release
Ternium SA Q2 2020 Earnings Call
TomCo Energy PLC Annual Shareholders Meeting
voestalpine AG Q1 2021 Earnings Call
Vonovia SE Q2 2020 Earnings Call
Weatherford International PLC Q2 2020 Earnings Call
Westwing Group AG Annual Shareholders Meeting
William Hill PLC HY 2020 Earnings Call
Wirecard AG Q2 2020 Earnings Release
Wolters Kluwer NV HY 2020 Earnings Call
Woodbois Ltd Shareholders Meeting


ECONOMIC EVENTS (All times GMT)
0600 (approx.) United Kingdom Reserve Assets Total for Jul: Prior 177,643.15 mln USD
0630 (approx.) Sweden PMI Services for Jul: Prior 49.2
0715 Spain Services PMI for Jul: Expected 52; Prior 50.2
0730 (approx.) Sweden New Orders Manufacturing yy for Jun: Prior -18.40%
0730 (approx.)Sweden Private Production yy for Jun: Prior -10.00%
0730 (approx.) Sweden Private Production mm for Jun: Prior -0.40%
0730 (approx.) Sweden Industrial Production yy for Jun: Prior -15.50%
0730 (approx.) Sweden Industrial Production mm for Jun: Prior 0.50%
0730 (approx.) Sweden Services Production yy for Jun: Prior -9.40%
0730 (approx.) Sweden Construction Sector Production yy for Jun: Prior -2.10%
0730 (approx.) Sweden Construction Sector Production mm for Jun: Prior 0.20%
0745 Italy Markit/IHS Services PMI for Jul: Expected 51.1; Prior 46.4
0745 Italy Composite PMI for Jul: Prior 47.6
0750 France Markit Services PMI for Jul: Expected 57.8; Prior 57.8
0750 France Markit Composite PMI for Jul: Expected 57.6; Prior 57.6
0755 Germany Markit Services PMI for Jul: Expected 56.7; Prior 56.7
0755 Germany Markit Composite Final PMI for Jul: Expected 55.5; Prior 55.5
0800 (approx.) United Kingdom New Passenger Cars Registration for Jul: Prior 145,377
0800 Euro Zone Markit Services Final PMI for Jul: Expected 55.1; Prior 55.1
0800 Euro Zone Markit Composite Final PMI for Jul: Expected 54.8; Prior 54.8
0900 Euro Zone Retail Sales mm for Jun: Expected 5.9%; Prior 17.8%
0900 (approx.) Euro Zone Retail Sales yy for Jun: Expected -0.5%; Prior -5.1%
0830 United Kingdom Markit/CIPS Services PMI Final for Jul: Expected 56.6; Prior 56.6
0830 United Kingdom Composite PMI Final for Jul: Expected 57.1; Prior 57.1
1000 (approx.) Portugal Unemployment Rate for Q2: Prior 6.70%