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Börsipäev 24. aprill

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  • Ettevõtete majandustulemused ning USA maksureformi osas uuesti kasvanud lootus aitasid läinud nädalal aktsiaturgudel võita osa kaotatud maast tagasi, kuigi teatavat ettevaatlikkust võis reedel Prantsusmaa presidendivalimiste eel siiski täheldada. S&P 500 lõpetas nädala 0,9% plussis, Euroopas jäi Stoxx 600 -0,7% punasesse.



    Küsitluste tulemused pidasid seekord paika ning Prantsusmaa presidendivalimiste teise ringi suundusid 23,8% poolthäältega Emmanuel Macron ning 21,5% häältest kogunud Marine Le Pen. Kaks kandidaati alustavad nüüd kahenädalast kampaaniat, kuid kuna küsitluste järgi hinnatakse selles voorus Macroni šanssi oluliselt paremaks, vähenes riigi väljaastumise risk Euroopa Liidust ning turgudel hingati öösel kergendunult, mida näitas euro tugevnemine dollari suhtes 1,3% 1,0866 dollarile ning Euroopa aktsiaindeksite futuuride 2-4% tõus.

    Nädal algab mõistagi valimistulemusi seedides, millele lisaks võiksid huvi pakkuda Saksamaa ettevõtete aprilli kindlustunde indeks ning Ühendriikides Dallase töötleva tööstuse aktiivsusindeks. Ettevõtetest avaldavad oma tulemused enne USA turgude avanemist Halliburton, Kimberly-Clark, Philips ning järelkauplemise ajal Alcoa, Barrick Gold, Express Scripts, T-Mobile US, Whirlpool.

    11.00 Saksamaa ettevõtete kindlustunde indeks (aprill)
    17.30 USA Dallas FEDi töötleva tööstuse küsitlus (aprill)
  • Saksamaa ettevõtete hinnang jooksvatele tingimustele paranes aprillis 1,8 punkti 121,1 punktile (oodati 119,2), kuid järgmise kuue kuu väljavaate indeks alanes -0,5 punkti võrra 105,2 punktile (oodati 105,9). Kokkuvõttes kerkis üldkliima indeks 0,6 punkti võrra 112,9 punktile, viidates kiiremale majanduskasvule.

    IFO ECONOMIST SAYS EXPECTS REALLY GOOD Q1 FOR GERMAN ECONOMY
    IFO ECONOMIST SAYS DIP IN IFO EXPECTATIONS IS MAINLY DUE TO INDUSTRIAL SECTOR, DOES NOT SIGNIFY CHANGE IN SENTIMENT IN OVERALL ECONOMY


  • Üle 4a suurim spread Saksamaa ja Prantsusmaa valitsuse 10a võlakirjade tulususte vahel on pärast presidendivalimisi 51baaspunkti peale vähenenud
  • Gapping up
    In reaction to strong earnings/guidance:

    IBCP +6.5%, PHG +5%, HAS +4.9%, EDU +4%, HAL +1.8%, PDS +1.6%, ITW +1.6%, OPB +1%, SYT +0.7%, TRST +0.6%
    M&A news:
    BCR +19.3% (C.R. Bard (BCR) to be acquired by Becton Dickinson and Co (BDX) for $317.00 per share)
    Select financial related names showing strength post French elections:
    DB +10.2%, BBVA +7.4%, ING +7%, SAN +6.4%, BCS +5.7%, CS +4.9%, RBS +2.8%, C +2.4%, HSBC +2.4%, MS +2.2%, BAC +2.1%, JPM +2%, GS +2%
    Select EU stocks trading higher with regional indices higher by 2-5%:
    ORAN +6%, SNY +5.1%, MT +4.6%, ERIC +4.3%, NOK +4.2%, STM +4%, SAP +3.6%, ALV +3.5%, ASML +3.2%, UN +2.9%, RACE +2.9%, MTL +2.9%, BBL +2.9%, CCE +2.6%, BHP +2.2%, RIO +2.2%, ABB +2%, NVO +1.8%, GLPG +1.4%
    Select oil/gas related names showing strength:
    AEG +5.2%, TOT +4.8%, RDS.A +2.2%, BP +1.8%, WLL +1.7%
    Other news:
    OPTT +44.8% (co's PB3 PowerBuoy was deployed off the coast of Kozu-shima Island in Japan as part of its first lease agreement with Mitsui Engineering and Shipbuilding)
    AMDA +18.4% (granted marketing clearance for its Valeo interbody fusion devices in Australia)
    DRRX +15.7% (clinical data on DUR-928 were presented )
    HTGM +5.4% (enters into a research collaboration agreement with Instituto Valenciano de Oncología)
    PRTK +3% (presents data from its Phase 3 study of omadacycline)
    NVS +1.5% (reports new data confirming benefit of Gilenya on 4 key measures of disease activity in relapsing MS)
    Analyst comments:
    MLCO +4.1% (upgraded to Buy from Hold at Union Gaming)
    AKS +3.1% (upgraded to Outperform from Neutral at Macquarie)
    XLNX +2.4% (upgraded to Outperform from Neutral at Credit Suisse)
    NUE +2.3% (upgraded to Neutral from Underperform at Macquarie)
    X +2% (upgraded to Neutral from Underperform at Macquarie)
    AMZN +1.1% (target raised to $1250 at Wedbush)

    Gapping down
    In reaction to disappointing earnings/guidance:
    CYOU -8.3%, SOHU -4.2%, KMB -1.8%
    M&A news:
    BDX -4.5% (C.R. Bard (BCR) to be acquired by Becton Dickinson and Co (BDX) for $317.00 per share)
    Select metals/mining stocks trading lower with Gold Futures -1.5% and Silver -0.6%:
    AUY -3%, GOLD -3%, SBGL -2.7%, AG -2.5%, IAG -2.3%, ABX -2.3%, GDX -2.2%, SLW -2.2%, HMY -2.1%, GG -2%, MUX -2%, NEM -1.8%, GLD -1.3%, SLV -1.1%
    Other news:
    XOMA -4.9% (received notice from Novo Nordisk (NVO) of its termination of an exclusive license agreement due to strategic and business reasons)
    EYEG -4.3% (files for $11.5 mln common stock offering)
    TRUE -1.3% (expects to offer 1,000,000 shares of common stock in the offering and certain existing stockholders of the co are expected to offer 7,500,000 shares in the offering)
    VRAY -1.3% (files for $100 mln mixed securities shelf offering)
    Analyst comments:
    GFI -6.2% (downgraded to Underperform from Sector Perform at RBC Capital Mkts)
    AU -3.9% (downgraded to Sector Perform from Outperform at RBC Capital Mkts)
    GRPN -1.3% (downgraded to Underweight from Equal-Weight at Morgan Stanley)

    Briefing.com

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