Börsipäev 6. juuni - Investeerimine - Foorum - LHV finantsportaal

LHV finantsportaal

Foorum Investeerimine

Börsipäev 6. juuni

Kommentaari jätmiseks loo konto või logi sisse

  • Londoni terrorirünnakute ning Lähis-Ida poliitiliste pingete mõju piirdus finantsturgudel valdavalt turismi- ja energiasektoriga, kui muidu jäid liikumised vaoshoituks. Ühendriikides sulgus S&P 500 indeks -0,1% madalamal ning sarnase kaotusega leppis Euroopas ka Stoxx 600 indeks.

    JPMorgani ja Markiti kohaselt kiirenes kasv globaalses teenindussektoris mais nelja kuu kõrgeimale tasemele, mis aitas tõsta kogu erasektori aktiivsusindeksit 0,1 punkti võrra 53,7 punkti peale. Uute tellimuste kasv oli parim viimase nelja kuu jooksul, samuti kiirenes tööhõive kasv ning ettevõtete optimism järgmise aasta väljavaate osas kerkis nelja kuu kõrgeimale tasemele ehk tagasi üle pikaajalise keskmise.

    Majandusuudistest on täna laual vaid eurotsooni aprilli jaemüük, mis peaks näitama kasvu neljandat kuud järjest. Ühendriikides annab tööturu kohta täiendavat infot JOLTSi aprilli küsitlus.

    12.00 Eurotsooni jaemüük (aprill)
    17.00 USA JOLTS tööturu küsitlus
  • Eurotsooni jaemüük kasvas aprillis MoM 0,1%, mis oli oodatust 0,1pp võrra vähem ning seda ka aeglasemaks revideeritud baasi pealt (märtsi MoM muutus korrigeeriti 0,3% pealt 0,2%le). Mullusega võrreldes püsis jaemüügi kasvu tempo 2,5% peal.
  • Gapping up
    In reaction to strong earnings/guidance:

    GIII +22%, THO +11.7%, COUP +2.3%
    M&A news:
    NIHD +46.2% (NII Holdings and AINMT Holdings enter agreement to jointly own and operate Brazilian mobile telecommunications company Nextel Brazil)
    COVS +9.1% (Covisint to be acquired by OTEX for $2.45/share in cash in a transaction valued at approximately $103 million; also reports earnings)
    AMRI +9% (agrees to be acquired by affiliates of The Carlyle Group (CG) and GTCR LLC for $21.75/share in cash)
    JASO +3.8% (receives revised non-binding acquisition proposal for $6.80/share in cash)
    Other news:
    EBIO +16% (signs a CRADA w/ the NCI on the development of Eleven's targeted therapeutic, Vicinium in combination with AstraZeneca's (AZN) Imfinzi)
    VKTX +12.9% (announces 'positive' top line results from a study of VK2809 in an in vivo model of non-alcoholic steatohepatitis)
    ACOR +9.8% (presented data from its Phase 3 SPAN-PD clinical trial of CVT-301 that showed a statistically significant, clinically meaningful improvement in motor function, as measured by the Unified Parkinson's Disease Rating Scale )
    CLSN +7.6% (continued volatility in pre-mkt)
    BLDP +5.6% (awarded $18 mln follow-on order with Zhongshan Broad-Ocean Motor to support the deployment of 400 FCveloCity fuel cell engines )
    REN +4.9% (light volume; commenced a registered exchange offer)
    PTCT +4.1% (FDA tentative schedules Peripheral and Central Nervous Systems Drugs Advisory Committee meeting for September 28 to review the new drug application for ataluren)
    WGO +4% (following THO results)
    CETX +3.3% (Cemtrex confirms it filed shelf registration statement to issue up to an aggregate $20,000,000 of shares of its common stock within a three year period)
    CALL +3.3% (modestly pulling back from today's M&A spec move higher)
    IAG +2.7% (reports positive results from a Prefeasibility Study for its Cote Gold Project)
    HOS +2.6% (after closing near highs - up 27% on the day)
    GDOT +1% (after seeing late pop higher on reports of partnership on Apple Pay Cash)
    Analyst comments:
    CBIO +9.6% (initiated with a Buy at Ladenburg Thalmann; tgt $11)
    GDI +1.5% (initiated with a Buy at Goldman; initiated with a Overweight at Piper Jaffray, among others)
    THC +1.3% (upgraded to Outperform from Market Perform at Wells Fargo)
    BLUE +1.1% (upgraded to Outperform from Market Perform at BMO Capital Markets)
    IPGP +0.7% (upgraded to Buy from Neutral at Longbow)
    DNKN +0.7% (upgraded to Buy from Hold at Argus)
    Gapping down
    In reaction to disappointing earnings/guidance:

    FRAN -11.9%, CONN -9.4%, SNOA -7.1%, (thinly traded), FRED -6.1%, MIK -5.7%, FPI -5.3%, CASY -4.4%, (also announces dividend increase), HDS -3.6%, (also to sell its Waterworks business unit to Clayton, Dubilier & Rice for $2.5 bln in cash), DRE -1.3%
    Other news:
    AGLE -5.2% (announces public offering of common stock subject to market conditions)
    CTIC -2.9% (commences offering of its Series N-3 Preferred Stock)
    GLPG -2.8% (still checking)
    PRGO -1.8% (CEO John Hendrickson to retire; search committee created and will begin conducting thorough process to identify Hendrickson's replacement)
    CLRB -1.7% (very light volume; files for $50 mln mixed securities shelf offering )
    SIG -0.8% (COO Bryan Morgan resigned from the Company due to violations of Company policy unrelated to financial matters), .
    Analyst comments:
    MT -3.1% (downgraded to Underperform from Buy at BofA/Merrill)


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