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Börsipäev 23. juuni

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  • Head võidupüha kõigile!

    Tänane päev börsidel kulgeb Brexiti referendumi tulemuste ootuses ja turge vaadates võib öelda, et turuosalised erilist hirmu igal juhul ei tunne, sest Euroopa Stoxx 600 kaupleb täna 1,33% plusspoolel ja USA futuurid kauplevad samuti ligi 1% kõrgemal. Viimased prognoosid referendumi tulemuste osas on vastavalt 44,5% EU-sse jäämise poolt ja 42,5% vastu.

    USA töötu abiraha taotlused:
    Initial Jobless Claims 259K vs. 273K Consensus; prior 277K
    Continuing Claims 2.142 mln vs. 2.162 mln last week revised from 2.147 mln


    Infoks ka, et USA turu ordereid võetakse vastu tavapärasel ajal nii täna kui ka homme. Euroopa orderid saadetakse turule homme alates kella 15.00.
  • Gapping up
    In reaction to strong earnings/guidance:
    BBSI +9.5%, APOG +9.4%, BKS +4.6%, MLHR +4.5%, BBRY +3.6%

    M&A news: OGEN +39.2% (confirming agreement to sell consumer probiotic business), QUNR +7.9% (received preliminary non-binding proposal from Ocean Management to acquire outstanding shares for $30.39 in cash per ADS), POT +3.8% (Reuters discusses comments from President of Belarus who indicated country signed a potash contract with India and is considering contract with Uralkali), MOS +3.8% .

    Select financial related names showing strength: DB +5.4%, ING +5.1%, CS +4%, BCS +4%, BBVA +3.8%, RBS +3.8%, LYG +3.3%

    Select metals producers trading higher: MT +6.7%, RIO +3.7%, BBL +3.5%, BHP +3%

    Select oil/gas related names showing strength: STO +4.5%, SDRL +4.4%, TOT +3%, PBR +3%, RDS.A +2.6%

    Other news: CVV +25.9% (receives an order for ~$30 mln from a major aviation component supplier to build fiber coating systems for their new high volume facility), CLNT +23.9% (announces its variable interest entity Wuxi Huayang Dyeing Machinery Co has accepted a purchase order for its high temp air-flow dyeing machines from an undisclosed textile manufacturer), EBIO +3% (approves strategic restructuring to eliminate a portion of the Co's workforce), FCX +2.6% (Noble Corporation plc announces receipt of $540 million full settlement value from Freeport-McMoRan), SNY +2.3% (obtains positive end of procedure from the German Reference Member State Paul Ehrlich Institute), PLNT +1.9% (prices offering of 10 mln shares of common stock by certain of its existing stockholders at a price of $16.50 per share), TASR +1.2% (LA City approval of body camera contract), FIT +0.9% (CEO appearance on Mad Money)

    Analyst comments: RXDX +8.2% (initiated with a Overweight at JP Morgan), MU +5.4% (upgraded to Buy from Reduce at Nomura), TLGT +4% (initiated with a Strong Buy at Raymond James), POST +2.5% (upgraded to Buy from Hold at BB&T Capital Mkts), BA +1.5% (initiated with a Overweight at Morgan Stanley)

    Gapping down
    In reaction to disappointing earnings/guidance:
    SCS -11.6%, RHT -6.3%, (also to acquire 3scale, announces a new $1 bln share buyback), CACI -5.8%, BBBY -3.3%, FUL -2.6%

    Other news: MRTX -6.4% (announces Mark Gergen will step down as COO to pursue other opportunities)

    Analyst comments: SCTY -1.6% (downgraded to Equal-Weight from Overweight at Morgan Stanley), TSLA -0.8% (downgraded to Equal-Weight from Overweight at Morgan Stanley)

    Briefing.com
  • “The results are close and it is too early to call it definitively,” said Joe Twyman, head of political research at YouGov. “But these results, along with the recent trends and historical precedent, suggest a Remain victory is the more likely outcome.”
    WSJ

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