Börsipäev 23. juuni
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Head Võidupüha kõigile LHV foorumlastele.
Pühade tõttu on täna suletud nii Tallinna kui Läti börs, aga USA ja Euroopa turud on ikka avatud tavapärasel ajal.
Peale eilset jõulist rallit Kreeka päästeplaani õnnestumise lootuses on USA- s natuke hinge tõmmatud ja futuurid kauplevad sisuliselt muutusteta.
Kuigi võlausaldajad tervitasid Kreeka valmidust oma probleemidele lahendus leida, siis nüüd on teada, et Euroopa liidrid on Kreekale andnud 48h aega, et oma päästeplaani nö vastuvõetavamaks kohendada.
USA-s teatati ka mai kestvuskaupade tellimused, mis langesid 1,8% ja seda peamiselt tellimuste järsu languse tõttu lenndundussektoris. Näiteks Boeing teatas 28,9%-st müügilangusest.
Samas elektrooniliste toodete tellimused kasvasid 2,2%.
Veel on jooksnud läbi Jerome Powelli (Fed) kommentaar, kus ta viitab soodsale keskkonnale intressitõsteks septembris. Tasub märkida, et ta on olnud siiani intressitõste teemal pigem ettevaatlikul seisukohal. -
Gapping up
In reaction to strong earnings/guidance: BBRY +8.3%, DRI +6.7%
M&A news: EXXI +3.6% (confirmed sale of its Grand Isle Gathering System to CorEnergy Infrastructure Trust (CORR) for $245 mln), SYT +0.5% (Chairman reaffirms stance regarding Monsanta (MON) takeover offer in video interview; states MON trying to buy the co on the cheap)
Select EU related names showing cont strength: ALV +2.4%, SHPG +1.9%, SNY +1.5%, UN +1.2%, ALU +1%
Other news: GDOT +30.6% (announced 5-year agreement with Walmart (WMT) and $150 mln stock buyback), PHMD +19% (announces the sale of its worldwide XTRAC and VTRAC psoriasis and vitiligo treatment businesses to MELA Sciences (MELA) for $42.5 mln in cash (MELA) shares halted) ), AMRN +15.6% (will present new in vitro eicosapentaenoic acid study data; found that EPA reduced cholesterol crystalline domain levels in cholesterol-enriched model membranes by 65%will present new in vitro eicosapentaenoic acid study data; found that EPA reduced cholesterol crystalline domain levels in cholesterol-enriched model membranes by 65%), BIND +7.5% (FDA authorizes clinical trial with AstraZeneca's (AZN) Aurora B kinase inhibitor), WAC +4.3% (Baker Street Capital disclosed 22.3% active stake in 13D filing), SGYP +4% (initiates a second Phase 3 clinical trial of Plecanatide), KEG +3.5% (named Robert Drummond President and COO)), NBG +3.1% (optimism of Greece deal in coming days), AMBA +3% (modest strength following yday's sell off), QURE +2.3% (Bristol-Myers Squibb discloses 4.9% passive stake in 13G filing; stake to rise to 9.9% upon future purchases required under agreement between the companies), MDR +2.2% (awarded a lump sum contract by LLOG Exploration Offshore, for services in the Gulf of Mexico), APPY +1.2% (to host an investor conference call to provide an update on regulatory and business matters, on Wednesday, June 24, 2015, at 4:30 p.m. ET), KRFT +1% (declares special cash dividend of $16.50 per share, conditioned upon closing of proposed merger with Heinz ), HZNP +1% (USPTO issues an additional notice of allowance with claims covering Ravicti oral liquid), RDUS +0.9% (favorable commentary on Monday's Mad Money), NSPH +0.8% (announced the presentation of new studies highlighting antibiotic resistance detection with its verigene blood culture tests), VIMC +0.8% (receives $22 mln contract for the provision of SVAC-compliant video surveillance cameras and system to Jincheng Municipal Government in Shanxi Province)
Analyst comments: CASI +6.6% (initiated with a Buy at H.C. Wainwright; tgt $2.50), LPCN +3.1% (initiated with a Buy at Canaccord Genuity; $15 tgt), DEO +2.3% (upgraded to Buy from Neutral at Nomura), T +1.6% (upgraded to Overweight from Equal Weight at Barclays; upgraded to Buy from Neutral at UBS), VOD +1.5% (upgraded to Buy from Neutral at Nomura), YELP +1.4% (initiated with a Buy at Topeka Capital Markets ), PRGO +1.2% (initiated with an Outperform at BMO Capital), CI +0.9% (target raised to $175 from $160 at Leerink Partners), JBLU +0.9% (upgraded to Equal-Weight from Underweight at Morgan Stanley), DAL +0.9% (assumed with a Overweight at Morgan Stanley), IHG +0.9% (upgraded to Outperform at Credit Suisse), SNN +0.6% (upgraded to Buy from Neutral at UBS), GG +0.6% (upgraded to Action List Buy at TD Securities; $29 tgt)
Gapping down
In reaction to disappointing earnings/guidance: SONC -5.8%
M&A news: CTP -91.3% (announce negotiations with DHR International regarding an acquisition of the co expired with no definitive agreement for the sale of the co having been reached), CORR -3.4% (to acquire the Grand Isle Gathering System for $245 mln from Energy XXI (EXXI); announced 11.25 mln share offering of common stock; increased quarterly dividend to $0.60 from $0.54 per share)
Select metals/mining stocks trading lower: HMY -4.3%, GFI -1.9%, SLV -1.2%, GOLD -1%, SLW -0.8%
Other news: VICL -48.6% (reported top-line results from the Phase 1/2 trial of its therapeutic genital herpes vaccine; neither monovalent nor bivalent vaccine met the primary endpoint), GLOP -8% (announced acquisition of three vessels from GasLog (GLOG) for $483 mln; announced a public offering of 7.5 mln common units), AXN -7.2% (filed for $50 mln mixed securities shelf offering), WSR -4.7% (to make a public offering of 3.75 mln of its common shares), TGEN -2.2% (filed for ~3.72 mln share common stock offering), XL -1.6% (reports of a 5 mln share block trade in the stock), GRBK -1.2% (announced proposed offering of 17 mln shares of common stock), VTG -1.2% (co announced it has retained Lazard to assist in review of financing and strategic opportunities)
Allikas: Briefing.com -
Seeing headlines that heads of the Troika (ECB, EU, and IMF) set to meet Wednesday ahead of the EU Leaders Summit on Thursday
