Börsipäev 7. september
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Nädala selgroog murdus miinuspoolel – Tallinn (-0.03%), Riia (-0.64%), Vilnius (-1.22%). Käibeks kujunes põhinimekirjas 684 tehinguga 1 miljon eurot, millest Vilniuse börsi käive moodustas 422 tehinguga 553 tuhat eurot ja Tallinna börsi käive 224 tehinguga 438 tuhat eurot.
Enimkaubeldud aktsia oli kolmapäeval Šiaulių bankas (-2.44%) käibega 379 tuhat eurot ja tehingute arv 220. Järgnes Tallink Grupp (0.00%) 40 tehingu (üks plokktehing EUR 1.130 x 10000) ja käibega 145 tuhat eurot. Olympic Entertainment Group (-0.54%) aktsiaga tehti 31 tehingut kogumahus 61 tuhat eurot.
Kõige enam tõusid eile Nordecon (+3.97%, käive EUR 50k), Vilkyškių pieninė (+0.82%, käive EUR 13k), Ekspress Grupp (+0.78%, käive EUR 2k). Suurimad langejad olid Olainfarm (-3.74%, käive EUR 20k), Rokiškio sūris (-3.20%, käive EUR 13k), Grigeo (-3.15%, käive EUR 42k).
Täna Linda Nektar aktsionäride erakorraline üldkoosolek. -
USA aktsiaturu indeksid kosusid osaliselt eelmise päeva langusest, leides mõningast leevendust Donald Trumpi otsusest tulla vastu demokraatidele ning tõsta valitsuse võlalimiiti kuni detsembri alguseni ja suurendada abi orkaanist räsitud piirkondadele. S&P 500 sulgus 0,3% plusspoolel, kui suurimaks tõusjaks osutus energiatööstus, mis liikus koos toornaftaga kõrgemale. Euroopas kosus Stoxx 600 hommikusest kaotusest, lõpetades sessiooni 0,1% võiduga.
Üle maailma avaldatud töötleva tööstuse ja teenindussektori PMI indeksite baasil järeldasid JPMorgan ja Markit, et globaalne majandus lisas augustis hoogu, kasvades kiireima tempoga alates 2015. algusest. Täpsemalt kerkis globaalne PMI indeks 0,3 punkti võrra 53,9 punktile, kui tugevama aktiivsusega paistsid silma just arenenud riigid. Uued tellimused kasvasid enim viimase kolme aasta jooksul, tingides täiendavate töökohtade loomist ning andes kindlustunnet, et majanduse paranenud momentum kandub edasi teise poolaastasse.
Tähelepanu liigub täna Euroopa Keskpanga nõukogu istungile ning Mario Draghi esinemisele, mille raames võivad turuosalised saada täiendavaid vihjeid, et keskpank liigub vaikselt võlakirjade ostuprogrammi lõpetamise suunas. Väidetavalt on nõukogu laual ettepanekud erinevate stsenaariumitega, kuid lõplikku otsust ei pruugi tulla enne EKP järgmist istungit oktoobri lõpus. Tänase istungi raames avalikustatakse ka eurotsooni värsked majandusprognoosid. Tõenäoliselt on ettevaatlik ka Rootsi keskpanga retoorika, vältimaks krooni edasise tõusu stimuleerimist.
09.00 Saksamaa tööstustoodang (juuli)
10.30 Rootsi majade keskmine hind (august)
10.30 Rootsi keskpanga intressimäära otsus
12.00 Eurotsooni teise kvartali lõplik SKP
14.45 Euroopa Keskpanga intressimäära otsus
15.30 Mario Draghi pressikonverents
15.30 USA esmased töötu abiraha taotlused
19.15 FEDi Mester esineb -
Saksamaa tööstustoodang püsis juulis MoM muutumatuna, osutudes analüütikute prognoositud 0,5% tagasihoidlikumaks. Mullusega võrreldes kiirenes kasv 2,7% pealt 4,0%le
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RIKSBANK REPO RATE UNCHANGED AT −0.50% − BOND BUYS ACCORDING
RIKSBANK STILL SEES FIRST RATE INCREASE NOT UNTIL MID-2018
RIKSBANK STILL PREPARED FOR MORE POLICY EASING IF NEEDED
RIKSBANK SEES SWEDEN GDP AT 3.2% IN 2017; 2.7% IN 2018
RIKSBANK SAYS WILL CHANGE INFLATION GAUGE TO CPIF
RIKSBANK SAYS WILL INTRODUCE VARIATION BAND AROUND TARGET -
Rootsi majade keskmine hind kerkis augustis 2,917mln kroonilt 3,073 kroonile, YoY 6,4%
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tänane otsus tuleb veidi tavapärasest veidi hiljem
ECB SAYS MON POL DECISIONS TO BE ISSUED AFTER 1345 CET -
Erko Rebane
tänane otsus tuleb veidi tavapärasest veidi hiljem
ECB SAYS MON POL DECISIONS TO BE ISSUED AFTER 1345 CET
eksitus EKP poolt
CORRECTED-(OFFICIAL)-ECB SAYS MON POL DECISIONS TO BE ISSUED AT 1345 CET (NOT AFTER 1345, CORRECTING TIMING AFTER ERRONEOUS ECB MESSAGE) -
Euroopa Keskpank jättis intressimäärad samaks ning lubab endiselt vajadusel võlakirjade kokkuostu suurendada ja programmi pikendada
If the outlook becomes less favourable, or if financial conditions become inconsistent with further progress towards a sustained adjustment in the path of inflation, the Governing Council stands ready to increase the programme in terms of size and/or duration. -
Draghi: HICP projections: 1.5% in 2017 [1.5% in June], 1.2% in 2018 [1.3%], 1.5% in 2019 [1.6%]
Draghi: GDP projections: 2.2% in 2017 [1.9% in June], 1.8% in 2018 [1.8%], 1.7% in 2019 [1.7 %]
Draghi: This autumn we will decide on the calibration of our policy instruments beyond the end of the year -
siit peegeldub, et euro tugevusest pärast veel ei muretseta
ECB's Draghi: There was broad dissatisfaction with inflation.
ECB's Draghi: Core inflation is doing slightly better.
DRAGHI SAYS EXPORTS DOING WELL BUT EURO FX RATE WILL HAVE CONSEQUENCES
ECB’s Draghi: EUR FX Rate Appreciation Caused Tightening In Financial Conditions
-Financial Conditions Are Broadly Supportive -
Gapping up
In reaction to strong earnings/guidance:
RH +33.1%, EGAN +28.6%, GPRO +13.5%, (Guidance), VRNT +5.8%, MTRX +2.8%, CONN +0.8%
M&A news:
TELL +7.8% (enters into agreement to acquire core Haynesville acreage, production and midstream assets)
Other news:
CLIR +18.9% (announced unanimous approval for funding by the Board of the SCAQMD during their September 1, 2017 meeting to demonstrate ClearSign's Duplex products within the Torrance Refinery)
CAB +14.7% (Fed approves the purchase of Cabela's Bank)
AMSC +7.7% (was awarded U.S. Navy contract for insertion of ship protection system on USS Fort Lauderdale, LPD 28)
CUR +7% (receives two patents which broadly protect methods for using neural stem cells to treat neurodegenerative disorders, a key component of the Co's platform)
VVUS +6.7% (EMA granted Orphan Drug Designation to the Company's lead clinical candidate tacrolimus, for the treatment of pulmonary arterial hypertension; co remains on track to hold a pre-IND meeting with the FDA by the end of 2017)
ZAIS +6.2% (confirms receipt of letter from Christian Zugel seeking to pursue discussions to take the Company private by acquiring the issued and outstanding shares of Class A Common Stock at $4.00/share in an all cash transaction)
ITCI +2.8% (announces 'positive' topline data from the first part of an open-label safety switching study in which 302 patients with stable symptoms of schizophrenia were switched from standard-of-care antipsychotic medications to lumateperone),
INSM +1.8% (prices offering of 12,281,000 shares of common stock at $28.50)
GBTC +1.6% (provides update on possible bitcoin cash distribution)
WSM +1.6% (following RH results)
Analyst comments:
APTO +8.5% (upgraded to Buy at H.C. Wainwright)
AZN +3% (initiated with an Outperform at BMO Capital Mkts)
JUNO +2% (initiated with Overweight ratings at Barclays)
BLUE +1.7% (initiated with Overweight ratings at Barclays)
AKS +1.4% (initiated with a Outperform at Macquarie)
ETSY +1.1% (initiated with a Buy at DA Davidson)
CAR +1.1% (Goldman upgrades Rental Car sector)
PX +1% (upgraded to Positive from Neutral at Susquehanna)
ONCE +0.9% (initiated with Overweight ratings at Barclays)
X +0.7% (initiated with a Outperform at Macquarie)
Gapping down
In reaction to disappointing earnings/guidance:
NCS -13.4%, ABM -4.8%, LEG -3.5%, DSGX -1.6%, GIS -1.3%
Other news:
ALNY -12% (provides pipeline update on Fitusiran and Givosiran; Fitusiran dosing suspended due to thrombotic event)
AM -6.9% (prices secondary offering 10 mln common units held by Antero Resources Corp (AR) at $31.45 per unit)
KEM -6% (confirms public secondary offering of 8,416,814 shares of its common stock upon exercise of warrant held by the selling securityholder)
BLDR -3.4% (prices 13,482,177 shares of its common stock at $16.30/share)
NEP -1.4% (announces offering of $300 million in aggregate principal amount of convertible senior notes due 2020)
CELG -0.8% (FDA has placed a partial clinical hold on five trials and a full clinical hold on one trial in the Celgene FUSION program)
NWE -0.7% (establishes 'at-the-market' equity offering program to sell up to of $100 mln of its common stock)
Analyst comments:
RACE -4.1% (downgraded to Underweight from Overweight at Morgan Stanley)
TRHC -3.6% (downgraded to Market Perform from Outperform at Wells Fargo)
SEE -1.5% (downgraded to Neutral from Buy at Citigroup)
CMC -1.1% (initiated with a Underperform at Macquarie)
KAR -0.7% (downgraded to Equal-Weight from Overweight at Stephens)
Briefing.com -
Ymera, sa long RH?
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Lenzer
Ymera, sa long RH?
Mkm, aga huvitav situatsioon igatahes. Tekkis täna mõte, et eelmine kvartal tuli guido allapoole vaid selleks, et tagasiostu madalamalt teha. EPS läheb ka pisikese biidi peale rämedalt üles, kui pea pool kogu aktsiatest turult ära osta. Ärimudel on ikka täitsa haiglane. -
Lenzer
Tundubki, et RH tüübid on laenanud pool miljardit et oma aktsiaid tagasi osta.
Sellest, mis ZH seal rasvaselt paneb ja alla kriipsutab, pole mingisugust uudist. $700M buybacki lõpust anti teada juuli keskel. Punkt punktilt ka päritolu.
Küll aga on veider, et kinnitati eelmist guidot revenue in the range of $595 million to $610 million and adjusted net income in the range of $13 million to $15 million.
Kvartal lõppes juuliga ja numbrid olid hoopis teised: Q2 revenue $615.3M, adjusted net income of $19.7 million. -
Minu jaoks oli uudne lahendus, eks sina juba teadsid jah.
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Lenzer
Minu jaoks oli uudne lahendus, eks sina juba teadsid jah.
http://www.businesswire.com/news/home/20170714005113/en/RH-Announces-Completion-700-Million-Share-Repurchase
