MarketTwits
250K subscribers
73K photos
2.43K videos
1.06K files
75.4K links
Вся информация на канале не является рекомендацией

связь - @MarketTwits_info
связь - info.markettwits@gmail.com
VK - https://vk.com/id635239814

в подборках не участвуем, нигде никогда не рекламируемся, партнерки не практикуем
Download Telegram
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ


#CTRM +80% Castor Maritime Inc. - after the company reported year-over-year increases in sales, net income and EBITDA for the first six months of 2019.

#PTI +26% Proteostasis Therapeutics Inc -after the company received Orphan Drug Designation in the EU for its PTI-428 cystic fibrosis treatment.

#APPS +9% Digital Turbine Inc - after the company reported better-than-expected Q4 EPS and sales results.

#GOGL +9% Golden Ocean Group Limited - after falling 4% on Monday.

#EBIX +8% Ebix, Inc.

#OBSV +7% ObsEva SA - reported completion of patient recruitment in IMPLANT 4 Phase 3 clinical trial of nolasiban for improving IVF outcomes.

#CAL +5% Caleres, Inc. - after the company reported Q1 results.

#YTRA +5% Yatra Online, Inc. - after dropping 4% on Monday.

#COUP +5% Coupa Software Inc - after the company reported better-than-expected Q1 EPS and sales results. The company also issued Q2 sales guidance above analyst estimates.

#SDRL +4% Seadrill Limited

#NIO +4% NIO Inc. - after the company reported that 1,089 ES8 vehicles were delivered in May 2019.

#LK +4% Luckin Coffee Inc.

#MT +4% ArcelorMittal

#CHR +3% CRH plc

#NOVN +3% Novan, Inc. - after the company disclosed that the first patient has been enrolled and dosed in Novan's SB206 Phase 3 Molluscum program.

#CLR +3% Continental Resources, Inc. -after the company reported a $1 billion buyback. The company also initiated a $0.05/share quarterly dividend.

ВНИЗ

#BOX -16% Box, Inc. - reported upbeat earnings for its first quarter, but issued weak FY20 sales guidance.

#NETS -8% Netshoes (Cayman) Limited

#SIEN -7% Sientra Inc -after the company reported a $75 million follow-on common stock offering.

#VISL -6% Vislink Technologies, Inc. - shares jumped 80% Monday after the company received $300 thousand in airborne video downlink orders from California and Minnesota Law Enforcement agencies.

#GNCA -5% Genocea Biosciences, Inc. - after rising 19% on Monday.

#TIF -5% Tiffany & Co. - reported upbeat earnings for its first quarter, while sales missed estimates.

#IQV -5% IQVIA Holdings Inc.

#VRRM -4% Verra Mobility Corp -after reporting a 15 million share common stock offering by selling shareholder.

#OTLK -4% Outlook Therapeutics Inc - after announcing the company has signed a manufacturing supply agreement with FUJIFILM Diosynth Biotechnologies for ONS-5010, a treatment for wet AMD.

#HEXO -3% HEXO Corp.

#VTR -3% Ventas, Inc. - priced its 11 million share public offering of common stock at $62.75 per share.
⚡️🇺🇸#отчетности #сша

#TDY TeledyneQ2 GAAP
-EPS of $2.48 beats by $0.49.
-Revenue of $743.3M (-4.9% Y/Y) in-line.

#SCL Stepan Q2 Non-GAAP
-EPS of $1.65 beats by $0.45; GAAP EPS of $1.54.
-Revenue of $460.55M (-2.6% Y/Y) beats by $23.05M.

#NDAQ Nasdaq Q2 Non-GAAP
-EPS of $1.54 beats by $0.10; GAAP EPS of $1.45 beats by $0.10.
-Revenue of $699M (+12.2% Y/Y) beats by $16.86M.

#BKR Baker Hughes Q2 Non-GAAP
-EPS of -$0.05 misses by $0.05; GAAP EPS of -$0.31 misses by $0.08.
-Revenue of $4.74B (-20.9% Y/Y) misses by $60M.
-Orders of $4.9B (-25% Y/Y) vs. consensus of $4.23B.

#IQV IQVIAQ2 Non-GAAP
-EPS of $1.18 beats by $0.12; GAAP EPS of -$0.12 misses by $0.04.
-Revenue of $2.52B (-8.0% Y/Y) beats by $120M.
-Adjusted EBITDA margin of 19.16% vs. consensus of 19.1%.

#RCI Rogers Q2 Non-GAAP
-EPS of C$0.60 misses by C$0.13; GAAP EPS of C$0.54 misses by $0.19.
-Revenue of C$3.16B (-16.4% Y/Y) misses by C$20M.
-Q2 adj. EBITDA of C$1.29B vs. a consensus of C$1.36B.
🇺🇸#13F #фонды #отчетность
движения попсовых фондов в акциях в 2кв 2022г - формы 13F:

Berkshire Hathaway (Buffett)
новые покупки: ———
полная продажа: #VZ #RPRX
увеличение доли: #ALLY #OXY #ATVI #MKL #MCK
снижение доли: #USB #GM #KR #STOR

Bridgewater (Ray Dailo)
новые покупки: #RIVN #AMZN #SE
полная продажа: #BABA #JD
увеличение доли: #META GOOGL #CVS #MA
снижение доли: #PEP #LIN #PG

Elliott Management (Elliot)
новые покупки: #AJRD #PINS #PYPL #ERD #CAH
полная продажа: #TWTR #EVRG #APA
увеличение доли: #VAL #NE
снижение доли: ——-

Third Point (Dan Loeb)
новые покупки: #CL #AR #DIS #TMUS
полная продажа: #SPGI #INTU #AVTR #IQV
увеличение доли: #OVV #CVE #SMFR
снижение доли: #S #PCG #DHR #CSX

Appaloosa (David Tepper)
новые покупки: #CRM #BABA #NFLX #CEG #APTV #HCA #CZR
полная продажа: #XLE #XOP #GT #FCX #WYNN
увеличение доли: #KSS #MPLX #META
снижение доли: #MU #OXY