LHV finantsportaal

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Börsipäev 20. oktoober

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  • Sarnaselt kolmapäevale sulgusid eile Riia (+0.17%) ja Vilniuse (+0.45%) indeksid plusspoolel ning Tallinna (-0.38%) indeks miinuspoolel. Käive 724 tuhat eurot moodustati 406 tehinguga, millest Tallinna börsi käive moodustas 201 tehinguga 426 tuhat eurot ja Vilniuse börsi käive 173 tehinguga 264 tuhat eurot.

    Enimkaubeldud aktsia oli Telia Lietuva (+0.75%) – käive 124 tuhat eurot ning tehingute arv 57. LHV Group (-2.61%) käibeks kujunes 22 tehinguga 94 tuhat eurot. Tallink Grupp (0.00%) aktsiaga tehti 20 tehingut kogumahus 89 tuhat eurot.

    Suurimad tõusjad olid Rokiškio sūris (+1.09%, käive EUR 8k), PRFoods (+1.07%, käive EUR 900), Telia Lietuva (+0.75%, käive EUR 124k). Suurimad langejad olid LHV Group (-2.61%, käive EUR 94k), Pieno žvaigždės (-1.45%, käive EUR 2k), SAF Tehnika (-1.04%, käive EUR 8k).
  • Negatiivsemad Apple’i uudised ning mõned poliitilisemad pealkirjad võtsid lühiajaliselt üleostetud USA aktsiaturul ostjatel korraks jala nõrgaks, kuid juba teisest tunnist alustati ronimist tagasi ülesmäge, mille tulemusel lõpetasid nii S&P 500 kui ka Dow Jones ilma muutuseta. Nasdaq pidi leppima -0,3% kaotusega, kaubeldes sessiooni kõige madalamas punktis protsendi jagu punases. Euroopas päädis päev Stoxx 600 indeksi jaoks -0,6% madalamal.

    Orkaanide mõju hakkab USA statistikast vaikselt kaduma, paljastades majanduse tugeva momentumi. Eile avaldatud esmased töötu abiraha taotlused alanesid läinud nädalal 22 tuhande võrra 222 tuhandele, mis on madalaim tase alates 1973.a ja kuna see langeb kokku nädalaga, mil viiakse läbi valitsuse küsitlust oktoobrikuu tööturu ülevaateks, peaks ka viimane osutuma üsna tugevaks.

    Töötleva tööstuse kohta saatis positiivseid märke New Yorkile lisaks ka Philadelphia küsitlus, mille kohaselt kerkis aktiivsus oktoobris 23,8 punktilt 27,9 punktile (kõrgeim alates maist), ületades konsensuse 22,0punktist prognoosi. Uute tellimuste indeks langes 29,5 punktilt 19,6 punktile, tarneindeks 37,8 punktilt 24,4 punktile, kuid ettevõtted suurendasid tööhõivet, mida peegeldav indeks hüppas küsitluse ajaloo kõrgeimale tasemele (6,6 punktilt 30,6 punktile).

    USA kümnest juhtivast indikaatorist kokku pandud indeks alanes septembris -0,2% võrreldes augustiga, jäädes alla analüütikute +0,1% ootusele. Aastataguse baasil aeglustus kasv 4,0%le, kuid on siiski tublisti kõrgem 0,0% tasemest, millest läbi vajumine viitaks suurenenud majandussurutise riskile.



    Majandusuudiste valik on täna taas hõredam, piirdudes Kanada augusti jaemüügi, septembri inflatsiooni ning USA olemasolevate majade septembri müügiga. Ettevõtetest avaldavad oma tulemused teiste seas Baker Hughes, Ericsson, General Electric, Honeywell, Manpower, Procter & Gamble, Schlumberger.

    15.30 Kanada jaemüük (august) ja inflatsioon (september)
    17.00 USA olemasolevate majade müük (september)
    20.00 USA Bkaer Hughes aktiivsete naftapuurtornide arv (20. oktoober)
    21.00 FEDi Mester esineb


  • GE cuts FY17 EPS to $1.05-$1.10 from $1.60-$1.70.
  • See on nüüd eilne teema, aga $4,5B firma CEO andis välja järjekordse pressika, mis oleks kui kolmanda klassi koolipoisi, Trumpi või pump ja dumpi pennystocke promova vennikese sulest: Siin see rõvedus on

  • Praegu on nagu anekdoodis: eile peksti karud metsast välja, täna pekstakse pullid metsast välja.
  • Gapping up
    In reaction to strong earnings/guidance:

    SKX +25.9%, TEAM +12%, CAI +6.6%, ERIC +6.3%, PYPL +5.1%, IMPV +5.1%, CGA +4.8%, CVTI +4.2%, MXIM +3.8%, SYF +3%, HA +2.4%, CLW +2.1%, TCFC +0.7%, HON +0.6%, KSU +0.5%
    Other news:
    AVGR +23.7% (initiates INSIGHT study to evaluate Pantheris Lumivascular Atherectomy System for treating in-stent restenosis in lower extremity arteries)
    QURE +13.5% (continued momentum)
    ONVO +9.3% (presents 'preclinical data showing extended survival and sustained functionality of its 3D bioprinted human liver tissue)
    RDHL +8.3% (confirms the FDA granted MESUPRON Orphan Drug designation for the adjuvant treatment of pancreatic cancer)
    IMDZ +8.2% (confirms the EMA granted Orphan Drug Designation for G100)
    GIGA +6.7% (thinly traded - nt agreement with Spanawave and Liberty Test )
    REN +3.9% (upgraded to Buy from Neutral at Goldman )
    SYF +3% (ahead of earnings)
    OMER +3% (presents report of a patient having co-existing hematopoietic stem cell transplant-associated thrombotic microangiopathy nd graft-versus-host disease, which both resolved following OMS721 treatment)
    VBLT +2.5% (announces that the EMA has designated ofranergene obadenovec)
    FL +1.8% (SKX sympathy)
    MU +1.7% (attributed to Appaloosa's David Tepper comments at the Robin Hood conference)
    BIDU +1.3% (Baidu.com signed strategic cooperation agreements with China automotive companies BAIC Group and Xiamen King Long United Automotive Industry)
    Analyst comments:
    REN +3.9% (upgraded to Buy from Neutral at Goldman)
    SSYS +2.4% (upgraded to Positive from Neutral at Susquehanna
    STLD +2% (upgraded to Overweight from Sector Weight at KeyBanc Capital Mkts)
    LULU +2% (upgraded to Buy from Neutral at Citigroup)
    SGEN +1.2% (upgraded to Overweight from Equal Weight at Barclays)
    HOG +1% (upgraded to Buy from Hold at Argus)
    LEN +0.8% (upgraded to Buy from Neutral at Citigroup)
    Gapping down
    In reaction to disappointing earnings/guidance:

    NCR -12.1%, GNTX -8%, GE -6.8%, TACO -5.8%, WERN -4.5%, CLF -3.9%, ATHN -3.4%, ISRG -3.2%, PFPT -2.7%, PG -1.7%, ETFC -1.6%, (also to acquire Trust Company of America)
    Other news:
    DRRX -55.3% (top-line results from the PERSIST Phase 3 Trial of POSIMIR (SABER-Bupivacaine) did not meet primary efficacy endpoint)
    BPMX -34.4% (low cap / thinly traded name; files for $40.25 mln mixed securities shelf offering)
    CAPR -7.9% (Capricor Therapeutics entered into $14 mln common stock 'at the market offering' sales agreement )
    AAXN -7.8% (lower after disclosing SEC letter - to review 10-K)
    CELG -6% (announces that the GED-0301 phase III REVOLVE trial in Crohn's disease and the extension trial will discontinue following recommendation from Data Monitoring Committee)
    DBD -3.2% (following NCR results)
    ZGNX -1.4% (extending this afternoon's move higher)
    RXDX -0.9% (prices 10 mln shares of common stock at $16.00 per share)
    Analyst comments:
    KMB -1.8% (downgraded to Underweight from Neutral at JP Morgan)
    HMY -1.8% (downgraded to Neutral from Buy at BofA/Merrill)
    REGN -1.7% (downgraded to Underweight from Equal Weight at Barclays)

    Briefing.com
  • Alustas uus IPO, crowdfunding firma Hiinas, Dragon Victory (Nasdaq: LYL)
    Incorporated in 2015 and headquartered in Hangzhou, Dragon Victory International Limited (“LYL” or the “Company”) offers reward-based crowdfunding opportunities in China to entrepreneurs and funding sources through a fast growing reward-based crowdfunding platform. The online reward-based crowdfunding platform, 5etou, at www.5etou.cn and designed to enable small and medium sized companies, start-up companies and idea generators to raise funding from participants through the Internet. The Company also provides quality business incubation services and financial services to entrepreneurs and business entities with funding needs utilizing our crowdfunding platform. More information is available at www.dvintinc.com.

    Hiina + crowdfunding + välja lasti... trummipõrin... 1,4M aktsiat. Lõhnab korraliku squeezeri järgi lähitulevikus :)
  • ymeramees
    Alustas uus IPO, crowdfunding firma Hiinas, Dragon Victory (Nasdaq: LYL)
    Incorporated in 2015 and headquartered in Hangzhou, Dragon Victory International Limited (“LYL” or the “Company”) offers reward-based crowdfunding opportunities in China to entrepreneurs and funding sources through a fast growing reward-based crowdfunding platform. The online reward-based crowdfunding platform, 5etou, at www.5etou.cn and designed to enable small and medium sized companies, start-up companies and idea generators to raise funding from participants through the Internet. The Company also provides quality business incubation services and financial services to entrepreneurs and business entities with funding needs utilizing our crowdfunding platform. More information is available at www.dvintinc.com.

    Hiina + crowdfunding + välja lasti... trummipõrin... 1,4M aktsiat. Lõhnab korraliku squeezeri järgi lähitulevikus :)




  • Kiirelt tuli, kiirelt läks. LYL $7.3.
    CEO ja asutaja on ära puksitud. Eelmise nädala sec filing, ei tehtud isegi pressikat:

    On October 23, 2017, Mr. Yu Han, Chief Executive Officer of Dragon Victory International Limited (“LYL,” “Dragon Victory” or the “Company”), a company that offers reward-based crowdfunding opportunities and quality incubation services to entrepreneurs in China, has tendered his resignation as Chief Executive Officer of the Company, President and chairman of the Board of Directors (the “Board”), effective immediately due to personal reasons. The Board has accepted Mr. Han’s resignation. Mr. Han will remain as the Company’s principal shareholder. “I look forward to continue to support the Company as a principal shareholder, in any way I can,” commented Mr. Han.

    Loetud päevad peale IPO-t, karvane ja kahtlane kui kurat.

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