Börsipäev 19. september - Investeerimine - Foorum - LHV finantsportaal

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Foorum Investeerimine

Börsipäev 19. september

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  • Uus nädal algas Balti börsidel erisuunaliste liikumistega – Tallinn (+0.05%), Riia (-0.23%), Vilnius (+0.20%). Põhinimekirjas tehti 325 tehingut moodustades käibe 764 tuhat eurot, millest Vilniuse börsi käive moodustas 538 tuhat eurot ja Tallinna börsi käive 208 tuhat eurot ning tehingute arvud olid vastavalt 178 ja 130.

    Suurimas mahus tehti tehinguid Apranga (+1.17%) aktsiaga – käive 384 tuhat eurot ja tehingute arv 51. Järgnes Tallink Grupp (+0.94%) 31 tehinguga kogumahus 70 tuhat eurot. Panevėžio statybos trestas (+3.70%) aktsiaga tehti 39 tehingut kogumahus 53 tuhat eurot.

    Suurimad tõusjad olid Lietuvos energijos gamyba (+4.07%, käive EUR 5k), Panevėžio statybos trestas (+3.70%, käive EUR 53k), Grigeo (+1.65%, käive EUR 10k). Enim langesid Baltika (-2.43%, käive EUR 7k), PRFoods (-1.75%, käive EUR 2k), Olympic Entertainment Group (-1.61%, käive EUR 50k).

    Täna toimub Latvijas kuģniecība aktsionäride erakorraline üldkoosolek
  • Eelmise nädala positiivsus kandus edasi esmaspäeva, mil S&P 500 (+0,2%) ning Dow Jones (+0,3%) sulgusid uutel tippudel ning Nasdaq selle lähedal (+0,1%). Euroopas lõpetas Stoxx 600 päeva tippudest madalamal, ent suutis lõpuks registreerida siiski 0,4% võidu.

    USA majade ehitajate kindlustunde indeks alanes septembris kolme punkti võrra 64 punktile, osutudes analüütikute oodatud 67 punktist madalamaks. NAHBi sõnul suurendasid orkaanid ehitajate muret materjalide hinna ja tööjõu kättesaadavuse pärast, kuid majade taastamine peaks aitama kaasa ehitusaktiivsuse paranemisele neljandas kvartalis.

    Luubi all on täna Saksamaa investorite ja analüütikute septembri kindlustunde indeksid ning Ühendriikide kinnisvaraturu augustikuu esimesed aktiivsusnäitajad.

    12.00 Saksamaa investorite ja analüütikute kindlustunde indeks (september)
    15.30 USA alustatud elamuehitused (august)
    15.30 USA väljastatud ehitusload (august)
  • Saksamaa investorite ja analüütikute hinnang majanduse jooksvale olukorrale paranes 1,2 punkti võrra 87,9 punktini, ületades konsensuse 86,2punktist prognoosi. Samuti hinnatakse paremaks järgmise kuue kuu väljavaadet, mille indeks kerkis 7 punkti võrra 17,0 punktile (oodati 12,0).


  • USA kinnisvarastatistika parem kui kardeti:

    Alustatud elamuehitused olid augustis annualiseeritult 1180 tuhat (oodati 1174 tuhat, juulis 1190 tuhat)
    Väljastatud ehitusload 1300 tuhat (oodati 1220 tuhat, juulis 1230 tuhat)
  • Gapping up
    In reaction to strong earnings/guidance:

    SCS +6.6%, AZO +2.6%
    M&A news:
    BOBE +5.7% (Post Holdings (POST) to acquire Bob Evans Farms for $77.00/share)
    RAD +2.2% (confirms regulatory clearance for an amended and restated asset purchase agreement with Walgreens Boots Alliance (WBA))
    JONE +1.4% ( Fir Tree Partners calls on Jones Energy to pursue value-maximizing strategic alternatives)
    Other news:
    STAF +62.1% (refinances balance sheet, announces closing of two acquisitions)
    PRQR +5.9% (announces that investigational drug QR-313 for dystrophic epidermolysis bullosa has received orphan drug designation from the FDA)
    REXX +5.5% (provides an update for its Moraine East Area operations, remains on target to meet its Q3 production guidance of 171.0 -- 181.0 MMcfe/d and its FY 17 exit rate production growth rate guidance of 15% - 20%)
    DRNA +5% (Bain Capital Life Sciences Fund discloses increased active stake),
    NBRV +5% (continued strength; also commences an underwritten public offering of $80.0 mln of ordinary shares)
    UBNT +3.2% (adds $100 mln to repurchase program, updates Q1 guidance, reaffirms FY18 outlook)
    NOMD +3.1% (Elliott Associates discloses 5.7% passive stake)
    KTOS +2.1% (Kratos Defense and Security deploys the World's First autonomous vehicle approved and supporting live roadway operation in Colorado )
    SINA +1.7% ( Aristeia Capital confirms has nominated two independent candidates for election to Sina's Board to immediately evaluate and help execute opportunities)
    FOLD +1.7% (FDA has granted Fast Track designation for the oral precision medicine migalastat)
    M +1.4% (Macy's details plans to hire approximately 80,000 seasonal associates)
    Analyst comments:
    MRTX +4.6% (initiated with a Outperform at Oppenheimer)
    QDEL +3.9% (upgraded to Overweight from Neutral at Piper Jaffray)
    KORS +3% (upgraded to Outperform from Perform at Oppenheimer)
    GPS +2.2% (upgraded to Neutral from Underperform at Credit Suisse)
    ACIA +1.9% (initiated with a Buy at MKM Partners)
    MLCO +1% (upgraded to Buy from Neutral at Nomura)
    NTAP +0.9% (upgraded to Buy from Neutral at UBS)
    AAPL +0.5% (target raised to $194 from $182 at Morgan Stanley)
    Gapping down
    In reaction to disappointing earnings/guidance:

    APOG -2.2%
    M&A news:
    SNCR -18.8% (Siris Capital Group affirms 12.93% active stake, informs the Company that they are no longer interested in pursuing an all-cash acquisition of the Company and, accordingly, the indication of interest set forth in the June 22 Letter is withdraw)
    Other news:
    FOMX -11.6% (Foamix director and advisor entered into an individual share trading plan in accordance with Rule 10b5-1)
    MDWD -9.9% (prices underwritten public offering of 4,400,000 of its ordinary shares at a price to the public of $5.00/share)
    MUX -8.6% (announces bought deal of $40.5 mln -- includes 18 mln shares and warrants to buy up to 9 mln shares at $2.25 per share and associated one-half common stock warrant)
    SUPN -7.4% (announced the outcome of the planned interim analysis from the first Phase III clinical trial on SPN-810; says lower dose of SPN-810 trial will be eliminated)
    BECN -4.7% (commences $300 mln common stock offering; also files for common stock shelf offering )
    HAS -2.4% (continued weakness on Toys R Us bankruptcy)
    EFX -1.8% (pulling back in after hours trade on reports that the company had security breach earlier than disclosed)
    PAA -1.3% (Valero Energy and Plains All American Pipeline (PAA) mutually agreed to terminate agreement providing for the acquisition by a subsidiary of Valero of two petroleum storage and distribution terminals)
    BEAT -1.3% (continued weakness; also Board of Directors determined that the Company hold an advisory vote to approve executive compensation annually until the next required stockholder vote on the frequency of such votes)
    FRSH -1.1% (appoints CFO Mark Hutchens as COO effective immediately; Hutchens will continue in his role as CFO until a qualified replacement is found)
    Analyst comments:
    UAA -2.9% (downgraded to Underperform from Market Perform at Wells Fargo)
    DMTX -1.7% (downgraded to Sell from Neutral at Citigroup)
    NKE -1.5% (downgraded to Neutral from Positive at Susquehanna)
    TSLA -0.9% (initiated with a Underperform at Jefferies)


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