Börsipäev 13. juuni
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Reedesed meeleolud kandusid üle esmaspäeva, kui tehnoloogiasektor avanes tugevama langusega ning energia- ja finantssektor pehmendasid S&P 500 kaotust (-0,1%). Ehkki suuremad tehnoloogiaettevõtted sulgusid teist päeva arvestatavas miinuses, tõi sessiooni teine pool siiski mõningase taastumise päeva põhjadest. Nasdaq sulgus -0,5% punases, olles vahepeal kaubelnud ka -1,6% jagu madalamal.
Euroopas vedas tehnoloogiasektori aktsiate -3,6% kukkumine Stoxx 600 indeksi protsendi jagu madamalale. Üksikettevõtetest sooritasid Stoxx 600 indeksi raames kõige suurema tõusu Petrofac Ltd +7.9%, Saipem SpA +5.2%, Tullow Oil PLC +4.1%, K+S AG +4.0%, Unione di Banche Italiane SpA +3.8%. Langejate nimekirja domineerisid STMicroelectronics -9.2%, ams -8.3%, Dialog Semiconductor -6.7%, Ocado Group -6.7%, Logitech International -6.6%.
Aasia sessioonil oli müügisurve tehnoloogiaaktsiates asendunud ostuhuviga, peegeldudes ka Nasdaqi futuurides, mis kauplesid 0,3% plusspoolel. Majandusuudistest tulevad täna avaldamisele Hispaania ja Suurbritannia maikuu inflatsiooninumbrid ning Saksamaa investorite sentimendi küsitluse tulemused. Ühendriikides annab väikefirmade küsitlus ülevaate valitsevast ärikliimast.
10.00 Hispaania inflatsioon (mai lõplik)
11.30 Suurbritannia inflatsioon (mai)
12.00 Saksamaa investorite ja analüütikute kindlustunde indeks (juuni)
13.00 USA väikefirmade kindlustunde indeks (mai)
15.00 Brasiilia jaemüük (aprill)
15.30 USA tootjahinnaindeks (mai) -
Suurbritannia alusinflatsioon kiirenes mais 0,2pp võrra 2,6% peale, ületades analüütikute 2,4% ootust. Ei ole lihtne olukord Inglise keskpanga jaoks, kui Brexit seab majanduskasvu ohtu ning tarbijate reaalne ostuvõime väheneb.
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Saksamaa investorite ja analüütikute hinnang riigi jooksvale majanduslikule olukorrale kerkis juunis 4,1 punkti võrra 88,0 punktile, ületades konsensuse 85,0punktist ootust. Mõnevõrra pessimistlikumaks muututi järgmise kuue kuu väljavaate osas, kui vastav indeks alanes kahe punkti võrra 18,6 punktile (konsensus prognoosis 21,7 punkti).
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USA väikefirmade kindlustunde indeks püsis mais ootuspäraselt 104,5 punktil
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SCHAEUBLE: AGREEMENT ON GREECE LIKELY AT JUNE 15 EUROGROUP
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Gapping up
In reaction to strong earnings/guidance:
CVCO +2.5%, SOI +1.5%
M&A news:
CLNT +24.8% (Cleantech Solutions enters into exclusive discussions with ECrent Capital Holdings Limited)
Select tech names showing strength in pre-mkt following recent sell-off:
NVDA +2.5%, JD +1.5%, NFLX +1.5%, MU +1.5%, MOMO +1.4%, AMAT +1.4%, AAPL +1%
Other news:
ABIL +27.4% (continued volatility in pre-mkt)
MNGA +22.3% (awarded a $431,874 grant from the USDA)
PSDV +7.2% (announces that the second Phase 3 trial of Durasert three-year treatment for posterior segment uveitis achieved the trial's primary endpoint)
SYNA +6.8% (Synaptics to acquire voice and audio processing solutions company Conexant Systems and Multimedia Solutions Business from Marvell (MRVL); updates guidance)
CHRS +6.2% (Coherus BioSciences confirms that on June 9, the Patent Trial and Appeal Board ruled in favor of the Company's petitions for Inter Partes Review of AbbVie's (ABBV) U.S. 9,017,680 and 9,073,987)
BCLI +4.9% (receives grant from Israel Innovation Authority for $2.1 mln)
CAMT +3.8% (modestly rebounding following multiple day declines)
AHH +3.5% ( will replace Pinnacle Financial Partners in the S&P SmallCap 600)
CGIX +2.6% (10% owner/Director disclosed purchase of 100K shares worth total of $375K)
IMAX +1.3% (authorizes new $200 mln share-repurchase program and cost-reduction initiative )
DVAX +1.3% (continued strength)
ADMS +1.1% (Adamas Pharmaceuticals announces that results of its Phase 3 EASE LID clinical trial of ADS-5102 were published online in JAMA Neurology; placebo-controlled phase 3 trial demonstrated that ads-5102 significantly reduced both dyskinesia and off time at six months in parkinson's disease patients with levodopa-induced dyskinesia)
NVO +0.9% (reports new data for Victoza indicating reduction of cardiovascular risk in people with type 2 diabetes)
Analyst comments:
CLVS +4% (initiated with a Outperform at Leerink Partners)
DATA +3% (upgraded to Buy from Neutral at Goldman )
LUX +3% (upgraded to Overweight from Equal Weight at Morgan Stanley)
GLOG +2.4% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
TSLA +2.1% (upgraded to Buy from Hold at Berenberg )
Gapping down
In reaction to disappointing earnings/guidance:
SAIC -10.1%, CAKE -6.1%, (Comp guidance) SMG -3.5%
Other news:
REED -13% (COO Mark Beaton resigned effective close of business on June 19, 2017; also files for offering of 2,550,000 shares of common stock by holders, consisting of 1,133,333 shares issuable upon conversion of a promissory note and 1,416,667 shares issuable upon the exercise of 2017-2 warrants)
XLRN -7.9% (announces top-line results from DART Phase 2 Study of dalantercept in advanced renal cell carcinoma; to discontinue development)
GTXI -4.4% (modest pull back following yesterday's 98% gain)
ADC -2.2% (commences underwritten public offering of 2.1 mln shares of its common stock)
FR -1.8% (commenced 2.56 mln share common stock offering)
HCLP -1.6% (being attributed to SLCA plant plans)
EMES -1.5% (being attributed to SLCA plant plans)
Analyst comments:
MELI -2.3% (downgraded to Neutral from Buy at Goldman)
SHOP -1.9% (downgraded to Neutral from Buy at Goldman)
LNG -0.9% (downgraded to Equal-Weight from Overweight at Morgan Stanley)
ORAN -0.9% (downgraded to Neutral from Buy at BofA/Merrill)
FL -0.6% (downgraded to Hold from Buy at Argus)
Briefing.com
