Börsipäev 30. juuni
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Ühendriikide aktsiaturud võtsid neljapäeval ilma olulisemate uudisteta uuesti suuna alla, kui S&P 500 -0,9% langust vedas peamiselt tehnoloogiasektor. Finantssektori ettevõtted ujusid vastuvoolu pärast seda, kui Föderaalreserv kinnitas stresstesti järgselt pankade kapitali jaotamise plaanid, kus dividendid või aktsiate tagasiostud osutusid paljudel juhtudel arvatust suuremaks. Euroopas sulgus Stoxx 600 -1,3%ga sessiooni põhjas.
USA esmased töötu abiraha taotlused kasvasid läinud nädalal kahe tuhande võrra 244 tuhendeni, ületades analüütikute 240 tuhande suurust ootust. Tõusule vaatamata jääb taotluste number mitmekümne aasta madalpunkti lähedale ning viitab endiselt madalale vallandamiste tasemele.
Tänase päeva keskmes saavad olema Saksamaa maikuu jaemüük, eurotsooni juuni inflatsioon, USA isiklike kulutuste ning sissetuleku maikuu muutused ja Ühendriikide mai inflatsiooni.
09.00 Saksamaa jaemüük (mai)
09.45 Prantsusmaa inflatsioon (juuni)
10.55 Saksamaa tööturu statistika (juuni)
12.00 Eurotsooni inflatsioon (juuni)
11.30 Suurbritannia esimese kvartali lõplik SKP
15.30 USA isiklikud kulutused ja sissetulek (mai)
15.30 USA inflatsioon PCE mõõdiku järgi (mai)
16.45 USA Chicago töötleva tööstuse PMI (juuni)
17.00 USA Michigani ülikooli tarbijate kindlustunde indeks (juuni lõplik)
20.00 USA Baker Hughes aktiivsete nafta puurtornide arv (30. juuni) -
Saksamaa jaemüük kasvas mais MoM 0,5%, rohkem kui oodatud 0,3%, kergitades aastase kasvutempo 4,8%ni (oodati 2,8%).
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Eile ilmunud spordifirma Nike, Inc. neljanda kvartali tulemused näitasid Nike brändile 5%-list müügitulu kasvu. Puhaskasum tõusis 4,2 miljardi dollarini, mis oli kolmanda kvartaliga võrreldes 13% kõrgem. Kasumi tõusu põhjusteks võisid olla suurenenud rahvusvaheline müügitulu, vähenenud müügi-ja halduskulud ning väiksem maksumäär.
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Rosneft (ROSN) müüs 20% ühest oma Venemaal asuvast gaasiväljast Hiina ettevõttele Beijing Gas. Väli asub Siberi idaosas, kus on ligi 9,8 miljardit kuupmeetrit metaani. Rosneft kommenteeris, et $1,1 miljardilise tehinguga soovitakse saada ligipääs Hiina gaasiturule.
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Gapping up
In reaction to strong earnings/guidance:
NKE +5.7%, (also confirms during earnings conference call a new pilot program with Amazon (AMZN); in the early stages), CAFD +3.7%, (Sponsors' strategic review of Partnership interests continuing ), MU +1.3%
Select Nike related names showing strength:
FL +1.4%, UAA +1.3%, FINL +0.6%, LULU +0.5%
Other news:
SKLN +42% ( provides investor update in letter to shareholders; actively engaged in the process of assembling distribution network)
WMAR +30.9% (West Marine to be acquired by Monomoy Capital Partners for $12.97 per share (halted))
CHFS +17.6% (continued strength)
HAIN +7.1% (Engaged Capital discloses 9.9% active stake)
TSLA +1.1% (CEO Elon Musk tweeted about upcoming news on Model 3 that will be out Sunday)
BAC +0.9% (Berkshire Hathaway (BRK.A/B) says plans to exercise warrants to acquire 700 mln shares of Bank of America Common Stock)
Analyst comments:
DERM +4.4% (initiated with a Outperform at Evercore ISI)
RIO +2.3% (upgraded to Buy from Underperform at BofA/Merrill)
COG +1.7% (upgraded to Buy from Neutral at BofA/Merrill)
GFI +0.9% (upgraded to Neutral from Sell at Goldman)
AXGN +0.6% (initiated with Overweight ratings at Cantor Fitzgerald)
Gapping down
In reaction to disappointing earnings/guidance:
AOBC -10.2%, EXFO -1%
Other news:
CARA -29% (announces top-line results from a Phase 2b trial of an oral tablet formulation of CR845 in patients with osteoarthritis of the knee or hip; Statistically significant 39 percent reduction in mean joint pain score in hip patients at eight weeks with 5.0 mg dose)
CIDM -26.4% (following conference call after the close on recent discovery for pancreatic cancer and business update)
MBRX -24.2% (conference call to discuss recent new discovery for pancreatic cancer and business update)
DEST -23.3% (following FY17 results from merger partner Orchestra Prémaman)
RGR -4.2% (following AOBC earnings)
ALKS -3.3% (announces preliminary topline results from ENLIGHTEN-1, an investigational, novel, once-daily, oral atypical antipsychotic drug candidate for the treatment of schizophrenia)
CBK -3% (CFO & COO Pete Michielutti resigns effective July 14 to accept another opportunity)
CVM -2.1% (disclosed the FDA requested that three additional changes be made to Multikine Investigator Brochure submitted on June 2)
PCRX -1.3% (determined to discontinue all future production of DepoCyt)
Analyst comments:
VIPS -2% (downgraded to Hold from Buy at Deutsche Bank)
WUBA -1.9% (downgraded to Underweight at Morgan Stanley)
BLUE -1.4% (downgraded to Neutral from Buy at BTIG Research)
Gapping down
In reaction to disappointing earnings/guidance:
AOBC -10.2%, EXFO -1%
Other news:
CARA -29% (announces top-line results from a Phase 2b trial of an oral tablet formulation of CR845 in patients with osteoarthritis of the knee or hip; Statistically significant 39 percent reduction in mean joint pain score in hip patients at eight weeks with 5.0 mg dose)
CIDM -26.4% (following conference call after the close on recent discovery for pancreatic cancer and business update)
MBRX -24.2% (conference call to discuss recent new discovery for pancreatic cancer and business update)
DEST -23.3% (following FY17 results from merger partner Orchestra Prémaman)
RGR -4.2% (following AOBC earnings)
ALKS -3.3% (announces preliminary topline results from ENLIGHTEN-1, an investigational, novel, once-daily, oral atypical antipsychotic drug candidate for the treatment of schizophrenia)
CBK -3% (CFO & COO Pete Michielutti resigns effective July 14 to accept another opportunity)
CVM -2.1% (disclosed the FDA requested that three additional changes be made to Multikine Investigator Brochure submitted on June 2)
PCRX -1.3% (determined to discontinue all future production of DepoCyt)
Analyst comments:
VIPS -2% (downgraded to Hold from Buy at Deutsche Bank)
WUBA -1.9% (downgraded to Underweight at Morgan Stanley)
BLUE -1.4% (downgraded to Neutral from Buy at BTIG Research
Briefing.com
