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Börsipäev 21. detsember

Kommentaari jätmiseks loo konto või logi sisse

  • Majandusuudiste osas väga vaikseks osutunud päev jättis aktsiaturgudel valitsema positiivse meeleolu, mis kergitas S&P 500 indeksit 0,4% võrra ning viis Dow Jones Industrial Average indeksi 0,13% kaugusele 20 tuhande punkti tasemest. Euroopas sulgus Stoxx 600 0,5%ga ligi ühe aasta kõrgeimal tasemel.

    Wall Streeti rohelise sessiooni järel on ka Aasias aktsiaturud liikunud öösel valdavalt kõrgemale, va Jaapanis (Nikkei -0,3%), kus hindasid survestas dollari odavnemine jeeni suhtes -0,3% võrra 117,5 jeenile.

    Majandusuudiste valik jääb võrdlemisi tagasihoidlikuks ka täna, kui esiplaanil saavad olema USA olemasolevate majade novembri müük ning eurotsooni tarbijate detsembrikuu kindlustunde indeks, mille puhul oodatakse jätkuvat taastumist eelmise aasta tippude suunas. Rootsi keskpank peaks konsensuse arvates jätma intressimäära -0,5% peale, kuid madala inflatsiooni tõttu oodatakse võlakirjade ostuprogrammi mahu suurendamist, olles tänaseks kokku ostnud juba ligikaudu 35% Rootsi valitsuse võlast.

    10.30 Rootsi keskpanga intressimäära otsus
    17.00 USA olemasolevate majade müük (november)
    17.00 Eurotsooni tarbijate kindlustunde indeks (detsember)
    17.30 USA toornafta varude raport (16. detsember)
  • Monte Paschi, mille käimasolev debt to equity swap pole väidetavalt väga sooja vastuvõttu erainvestoritelt saanud, vajab kapitali arvatust kiiremini

    MONTE DEI PASCHI SAYS BANK'S LIQUIDITY EXPECTED TO RUN OUT IN 4 MTHS INSTEAD OF 11 MTHS AS PREVIOUSLY F'CAST
  • Rootsi keskpank jättis intressimäära ootuspäraselt -0,5% peale ega näe selle tõstmist enne 2018.a algust. QE mahtu suurendati 30 miljardi krooni võrra ning programmi pikendati kuni juunini (viimase kuue kuu maht 45 mld Rootsi krooni), kuna inflatsiooni taastumine on jätkuvalt küsitav (tõenäoliselt sunnib tagant ka EKP programmi jätkumine). Esialgne reaktsioon muutis SEKi euro suhtes siiski tugevamaks.

    SWEDEN'S RIKSBANK LEAVES KEY RATE UNCHANGED AT -0.500%
    RIKSBANK TO BUY SK30 BLN OF GOVERNMENT BONDS THROUGH 1H
    RIKSBANK SEES SWEDEN 2017 GDP +2.4% VS +2.0% IN OCT.
    RIKSBANK SEES CPI AT +1.4% IN 2017 VS +1.4% IN OCT.
    RIKSBANK: RATE INCREASES NOT SEEN STARTING TILL BEGINNING 2018
    SKINGSLEY, OHLSSON ENTERED RESERVATIONS AGAINST QE DECISION


  • Gapping up:

    Earnings/guidance:
    WGO +6.9%, NKE +2.6%

    M&A news:
    INVN +16.8% (TDK Corporation to acquire INVN for $13.00/share in cash)
    Select small cap oil & gas names seeing early bid: BCEI +5.8%, GST +5.3%, GTE +3.1%, SDRL +2.2%, WTI +2.0%, FRO +2.0%, LPI +1.7%, WLL +1.5%, NBR +1.5%

    Other news:
    TINY +22% (light volume; announced a proposed strategic restructuring)
    CALA +18.0% (co and Bristol-Myers Squibb (BMY) announce a clinical trial collaboration to evaluate Bristol-Myers Squibb's Opdivo in combination with Calithera's CB-839 in patients with clear cell renal cell carcinoma)
    LXRX +12.6% (reports 'positive' top-line results in second pivotal phase 3 study for sotagliflozin in patients with type 1 diabetes; study met its primary endpoint)
    GLBS +7.9% (provided an update regarding its proposed $5 mln private placement and conversion of outstanding loans)
    ERJ +5.5% (creates a new business unit dedicated to services and support)
    TIG +3.3% (Takeda (TKPYY) exercises option to make a EUR 10 million equity investment)
    DEPO +2.7% (still checking)
    CBD +2.6% (still checking)
    JCP +2.8% (still checking)
    DRYS +1.7% (still checking)
    VALE +1.5% (co agreed with BHP Billiton Brasil Ltda. (BHP) and Samarco Mineração S/A (Samarco) a non-binding term sheet outlining the general terms and conditions for the use of Vale's Timbopeba pit)
    Analyst actions:
    MNST +1.9% (upgraded to Buy from Hold at Jefferies)
    STO +1.9% (upgraded to Buy from Neutral at UBS)
    BP +1.1% (upgraded to Buy from Neutral at UBS)

    Gapping down:

    Earnings/guidance: FINL -14.1%, SCS -9.5%, LNN -3.8%, ACN -3.3%, FDX -2.5%

    Other news:
    XGTI -55.0% (prices approx. $10 mln offering of Class A and Class B Units, Class A Units were priced at $2.00)
    MACK -19.9% (stops the Phase 2 HERMIONE study of MM-302 in HER2-positive metastatic breast cancer patients who had previously been treated with trastuzumab, pertuzumab and ado-trastuzumab emtansine)
    AAAP -4.6% (FDA has issued a complete response letter regarding the NDA for Lutathera for the treatment of gastroenteropancreatic neuroendocrine tumors)
    SBGL -2.6% (still checking)
    FL -2.1% (FINL earnings read-through)
    DKS -1.2% (FINL earnings read-through)
    UPS -1.2% (FDX earnings read-through)
    TWTR -1.2% (CTO Adam Messinger to leave the company)
    Analyst actions:
    NYCB -1.7% (downgraded at Raymond James, Morgan Stanley, FBR & Co following terminated merger with AF)

    Briefing.com
  • USA olemasolevate majade müük arvatust veidi parem

    US Existing Home Sales (Nov): 5.61m (est 5.50m rev prev 5.57m)
    -Existing Home Sales (MoM) Nov: 0.7% (est -1.8% rev prev 1.5%)

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