🗓КАЛЕНДАРЬ НА СЕГОДНЯ - 2020.01.27
🔥ГОРЯЧЕЕ
🌎выходные - Китай, Гонконг, Сингапур, Австралия, Ю.Корея
📌ЭКОНОМИКА
🇩🇪Германия - GfK German Consumer Climate (фев) - 10:00мск
🇩🇪Германия - Ifo Business Climate Index (янв) - 12:00мск
🇺🇸США - New Home Sales (дек) - 18:00мск
🇺🇸США - Dallas Fed Mfg Business Index (янв) - 18:30мск
📌ЦЕНТРОБАНКИ
———————-
спикеры:
🇺🇸Williams (ФРС) - 17:30мск
📌КОМПАНИИ
🇷🇺#OBUV - Обувь России - операционные результаты 4кв и весь 2019г
🇷🇺#RSTI - Россети - сд рассмотрит вопрос о повышении производительности труда.
🇷🇺#FEES - ФСК - сд утвердит план мероприятий по поддержанию эффективности и развитию систем управления рисками и внутреннего контроля.
🇺🇸#ARNC - Acronic - отчетность - 14:30мск
🇺🇸#S - Sprint - отчетность - 16:05мск
📌ГОСБОНДЫ, АУКЦИОНЫ, МЕЖБАНК, РЕПО, ЛИКВИДНОСТЬ
🇷🇺РФ - Казначейство предложит 300 млрд руб по однодневному репо и 280 млрд руб по семидневному репо под залог ОФЗ; 100 млрд руб по однодневному валютному свопу
🇫🇷Франция - 3-6-12-Month BTF Auction - 17:00мск
🇺🇸США - 3-6-Month Bill Auction - 19:30мск
🇺🇸США - 2-5-Yr Note Auction - 21:00мск
📌НЕФТЬ и ГАЗ
————
📌ЭКСПИРАЦИИ
————-
📌КРИПТО
————
📌ГЕОПОЛИТИКА
—————-
📌ДРУГОЕ
🇷🇺🇮🇷Володин проведет в Иране заседание двусторонней межпарламентской комиссии
🇺🇸 Юристы Трампа представят основную часть своих аргументов по импичменту
🔥ГОРЯЧЕЕ
🌎выходные - Китай, Гонконг, Сингапур, Австралия, Ю.Корея
📌ЭКОНОМИКА
🇩🇪Германия - GfK German Consumer Climate (фев) - 10:00мск
🇩🇪Германия - Ifo Business Climate Index (янв) - 12:00мск
🇺🇸США - New Home Sales (дек) - 18:00мск
🇺🇸США - Dallas Fed Mfg Business Index (янв) - 18:30мск
📌ЦЕНТРОБАНКИ
———————-
спикеры:
🇺🇸Williams (ФРС) - 17:30мск
📌КОМПАНИИ
🇷🇺#OBUV - Обувь России - операционные результаты 4кв и весь 2019г
🇷🇺#RSTI - Россети - сд рассмотрит вопрос о повышении производительности труда.
🇷🇺#FEES - ФСК - сд утвердит план мероприятий по поддержанию эффективности и развитию систем управления рисками и внутреннего контроля.
🇺🇸#ARNC - Acronic - отчетность - 14:30мск
🇺🇸#S - Sprint - отчетность - 16:05мск
📌ГОСБОНДЫ, АУКЦИОНЫ, МЕЖБАНК, РЕПО, ЛИКВИДНОСТЬ
🇷🇺РФ - Казначейство предложит 300 млрд руб по однодневному репо и 280 млрд руб по семидневному репо под залог ОФЗ; 100 млрд руб по однодневному валютному свопу
🇫🇷Франция - 3-6-12-Month BTF Auction - 17:00мск
🇺🇸США - 3-6-Month Bill Auction - 19:30мск
🇺🇸США - 2-5-Yr Note Auction - 21:00мск
📌НЕФТЬ и ГАЗ
————
📌ЭКСПИРАЦИИ
————-
📌КРИПТО
————
📌ГЕОПОЛИТИКА
—————-
📌ДРУГОЕ
🇷🇺🇮🇷Володин проведет в Иране заседание двусторонней межпарламентской комиссии
🇺🇸 Юристы Трампа представят основную часть своих аргументов по импичменту
🇺🇸#S #отчетности #сша
Sprint Q3 19 Earnings:
- Revenue: $8.08B ($8.20B)
- EPS: -$0.03 (exp -$0.04)
- Adj EBITDA: $2.50B (exp $2.69B)
- Post-Paid Net Change: +494,00 (exp +177,250)
Sprint Q3 19 Earnings:
- Revenue: $8.08B ($8.20B)
- EPS: -$0.03 (exp -$0.04)
- Adj EBITDA: $2.50B (exp $2.69B)
- Post-Paid Net Change: +494,00 (exp +177,250)
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:
ВВЕРХ
#S +65% Sprint Corporation - following a report suggesting a US judge is expected to rule in favor of the company's proposed T-Mobile #TMUS merger.
#REXN +39% Rexahn Pharmaceuticals, Inc. -announced a license agreement with Zhejiang HaiChang Biotechnology.
#AMKR +16% Amkor Technology, Inc. - reported better-than-expected Q4 results. The company also issued Q1 guidance above estimates.
#TMUS +9% T-Mobile US, Inc. - following a report suggesting a US judge is expected to rule in favor of the company's proposed Sprint merger.
#JOE +8% The St. Joe Company
#DQ +7% Daqo New Energy Corp.
#FLDM +6% Fluidigm Corporation - reported better-than-expected Q4 results.
#HAS +5% Hasbro, Inc. -following better-than-expected Q4 earnings.
#KBH +5% KB Home
#RNG +4% RingCentral, Inc. - reported better-than-expected Q4 results and issued sales guidance above estimates.
#OMF +4% OneMain Holdings Inc - reported better-than-expected Q4 earnings.
#FRO +4% Frontline Ltd.
#LPTX +3% Leap Therapeutics Inc - after hearing Baird initiated coverage on the stock with an Outperform rating and $6 price target.
#XPO +3% XPO Logistics Inc - reported better-than-expected Q4 earnings.
#NOK +3% Nokia Corporation
#FTI +4% TechnipFMC plc - projects to post $2.4 billion in asset impairment charges for the fourth quarter.
ВНИЗ
#myo -40% Myomo, Inc.-after declining 25% on Monday.
#UAA -15% Under Armour -reported downbeat Q4 results and issued weak FY20 earnings forecast.
#WTER -15% Alkaline Water Company Inc - reported Q3 earnings results.
#XERS -8% Xeris Pharmaceuticals Inc -after reporting a 6 million share common stock offering.
#MIME -7% Mimecast Ltd - reported Q3 EPS and sales results.
#WORK -7% Slack Technologies, Inc. - the company said it is not updating Q4 or FY20 guidance at this time. In response to a Business Insider article about a new IBM partnership, Slack noted IBM has been its largest customer for 'several years.'
#SEEL -6% Seelos Therapeutics Inc - priced its 6.66 million share public offering of common stock at $0.75 per share.
#DAO -6% Youdao, Inc. -after rising 39% on Monday.
#TBPH -5% Theravance Biopharma Inc - the company announced a $150 million proposed offering of ordinary shares.
#MRNA -5% Moderna, Inc. - reported a $500 million common stock offering.
#ELY -5% Callaway Golf Co - reported worse-than-expected Q4 eanings. The company also issued Q1 sales below guidance. The company also reported a negative coronavirus impact of roughly $25 million.
#HMY -5% Harmony Gold Mining Company Limited
#TGI -5% Triumph Group, Inc. -reported better-than-expected Q3 sales results last Thursday.
#CODX -4% Co-Diagnostics, Inc. -shares climbed 32% on Monday after the company announced orders for its new coronavirus test.
#PHIO -4% Phio Pharmaceuticals Corp. - after declining 10% on Monday.
#BRX -4% Brixmor Property Group Inc - reported worse-than-expected Q4 sales results.
#BNTC -4% Benitec Biopharma Limited - after declining 25% on Monday.
#IIVI -3% II-VI, Inc. -issued Q3 guidance below estimates.
#VRNS -2% Varonis Systems Inc. - reported worse-than-expected Q4 EPS results. The company also issued Q1 and FY20 earnings guidance below estimates.
премаркет США - акции - заметные движения:
ВВЕРХ
#S +65% Sprint Corporation - following a report suggesting a US judge is expected to rule in favor of the company's proposed T-Mobile #TMUS merger.
#REXN +39% Rexahn Pharmaceuticals, Inc. -announced a license agreement with Zhejiang HaiChang Biotechnology.
#AMKR +16% Amkor Technology, Inc. - reported better-than-expected Q4 results. The company also issued Q1 guidance above estimates.
#TMUS +9% T-Mobile US, Inc. - following a report suggesting a US judge is expected to rule in favor of the company's proposed Sprint merger.
#JOE +8% The St. Joe Company
#DQ +7% Daqo New Energy Corp.
#FLDM +6% Fluidigm Corporation - reported better-than-expected Q4 results.
#HAS +5% Hasbro, Inc. -following better-than-expected Q4 earnings.
#KBH +5% KB Home
#RNG +4% RingCentral, Inc. - reported better-than-expected Q4 results and issued sales guidance above estimates.
#OMF +4% OneMain Holdings Inc - reported better-than-expected Q4 earnings.
#FRO +4% Frontline Ltd.
#LPTX +3% Leap Therapeutics Inc - after hearing Baird initiated coverage on the stock with an Outperform rating and $6 price target.
#XPO +3% XPO Logistics Inc - reported better-than-expected Q4 earnings.
#NOK +3% Nokia Corporation
#FTI +4% TechnipFMC plc - projects to post $2.4 billion in asset impairment charges for the fourth quarter.
ВНИЗ
#myo -40% Myomo, Inc.-after declining 25% on Monday.
#UAA -15% Under Armour -reported downbeat Q4 results and issued weak FY20 earnings forecast.
#WTER -15% Alkaline Water Company Inc - reported Q3 earnings results.
#XERS -8% Xeris Pharmaceuticals Inc -after reporting a 6 million share common stock offering.
#MIME -7% Mimecast Ltd - reported Q3 EPS and sales results.
#WORK -7% Slack Technologies, Inc. - the company said it is not updating Q4 or FY20 guidance at this time. In response to a Business Insider article about a new IBM partnership, Slack noted IBM has been its largest customer for 'several years.'
#SEEL -6% Seelos Therapeutics Inc - priced its 6.66 million share public offering of common stock at $0.75 per share.
#DAO -6% Youdao, Inc. -after rising 39% on Monday.
#TBPH -5% Theravance Biopharma Inc - the company announced a $150 million proposed offering of ordinary shares.
#MRNA -5% Moderna, Inc. - reported a $500 million common stock offering.
#ELY -5% Callaway Golf Co - reported worse-than-expected Q4 eanings. The company also issued Q1 sales below guidance. The company also reported a negative coronavirus impact of roughly $25 million.
#HMY -5% Harmony Gold Mining Company Limited
#TGI -5% Triumph Group, Inc. -reported better-than-expected Q3 sales results last Thursday.
#CODX -4% Co-Diagnostics, Inc. -shares climbed 32% on Monday after the company announced orders for its new coronavirus test.
#PHIO -4% Phio Pharmaceuticals Corp. - after declining 10% on Monday.
#BRX -4% Brixmor Property Group Inc - reported worse-than-expected Q4 sales results.
#BNTC -4% Benitec Biopharma Limited - after declining 25% on Monday.
#IIVI -3% II-VI, Inc. -issued Q3 guidance below estimates.
#VRNS -2% Varonis Systems Inc. - reported worse-than-expected Q4 EPS results. The company also issued Q1 and FY20 earnings guidance below estimates.
🇺🇸#S #TMUS #mna
Sprint jumps 5% after-hours; T-Mobile announces amended merger agreement with Sprint giving Deutsche Telekom a higher stake in the company after the merger, which it aims to close by April 1
👉 слияние: 11 акций Sprint за 1 акцию T-Mobile
Sprint jumps 5% after-hours; T-Mobile announces amended merger agreement with Sprint giving Deutsche Telekom a higher stake in the company after the merger, which it aims to close by April 1
👉 слияние: 11 акций Sprint за 1 акцию T-Mobile
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:
ВВЕРХ
#BXRX +30%
Baudax Bio, Inc. - reported the FDA approval of ANJESO for management of moderate to severe pain.
#CRC +20%
California Resources Corporation
#EHTH +18%
eHealth, Inc. - reported better-than-expected Q4 results and issues a strong outlook.
#AERI +16%
Aerie Pharmaceuticals Inc - reported better-than-expected Q4 sales results.
#TBLT +15%
ToughBuilt Industries, Inc. - after surging more than 28% on Thursday.
#DBX +13%
Dropbox, Inc. - reported stronger-than-expected results for its fourth quarter and disclosed a $600 million buyback program.
#DCO +10%
Ducommun Incorporated - reported better-than-expected Q4 results. B. Riley upgraded Ducommun from Neutral to Buy and raised the price target from $55 to $60.
#SFM +9%
Sprouts Farmers Market, Inc. - reported upbeat Q4 results. Bernstein upgraded Sprouts Farmers Market from Market Perform to Outperform.
#TXRH +7% Texas Roadhouse Inc - reported better-than-expected Q4 EPS and sales results.
#ZOM +7%
Zomedica Pharmaceuticals Corp. -after gaining 33% on Thursday.
#AAXN +6%
Axon Enterprise, Inc.
#AU +5%
AngloGold Ashanti Limited
#BLDP +4%
Ballard Power Systems Inc. - after the falling around 10% on Thursday.
#S +4%
Sprint Corporation -T-Mobile and Sprint reported amended business combo deal.
#GLPG +4%
Galapagos NV
ВНИЗ
#TRUE -27%
TrueCar Inc - issued FY20 sales guidance below estimates.
#DSS -26%
Document Security Systems, Inc. - priced its 22.2 million share common stock offering at $0.18 per share.
#EYPT -22%
EyePoint Pharmaceuticals, Inc. - announced a proposed offering of common stock.
#AGRX -17%
Agile Therapeutics, Inc. - announced a proposed underwritten public offering of common stock.
#FSLR -17%
First Solar, Inc. - reported a surprise loss for its fourth quarter. The company’s quarterly sales also missed expectations.
#LTHM -14%
Livent Corporation - reported downbeat Q4 sales. BMO Capital downgraded Livent from Market Perform to Underperform.
#MRNS -13%
Marinus Pharmaceuticals, Inc. - after climbing over 16% on Thursday.
#ZS -12%
Zscaler, Inc. - issued Q3 guidance below estimates.
#CDMO -10%
Avid Bioservices, Inc.
#APPN -10%
Appian Corp - issued Q1 EPS guidance and FY20 EPS and sales guidance below estimates.
#CNDT -10%
Conduent Inc -reported worse-than-expected Q4 EPS results. The company also issued FY20 sales guidance down 6-8%.
#BSGM -9%
BioSig Technologies, Inc. - reported an offering of common stock.
#SPCE -8%
Virgin Galactic Holdings, Inc.
#UTI -6%
Universal Technical Institute, Inc. -after reporting a 5.65 million common stock offering.
#ROG -6%
Rogers Corporation - reported worse-than-expected Q4 sales results. The company also issued Q1 EPS and sales guidance below estimates.
#OLED -5%
Universal Display Corporation - reported worse-than-expected Q4 sales results. The company also issued FY20 sales guidance below estimates.
#CMCM -5%
Cheetah Mobile Inc.
#GOGL -3%
Golden Ocean Group Limited
премаркет США - акции - заметные движения:
ВВЕРХ
#BXRX +30%
Baudax Bio, Inc. - reported the FDA approval of ANJESO for management of moderate to severe pain.
#CRC +20%
California Resources Corporation
#EHTH +18%
eHealth, Inc. - reported better-than-expected Q4 results and issues a strong outlook.
#AERI +16%
Aerie Pharmaceuticals Inc - reported better-than-expected Q4 sales results.
#TBLT +15%
ToughBuilt Industries, Inc. - after surging more than 28% on Thursday.
#DBX +13%
Dropbox, Inc. - reported stronger-than-expected results for its fourth quarter and disclosed a $600 million buyback program.
#DCO +10%
Ducommun Incorporated - reported better-than-expected Q4 results. B. Riley upgraded Ducommun from Neutral to Buy and raised the price target from $55 to $60.
#SFM +9%
Sprouts Farmers Market, Inc. - reported upbeat Q4 results. Bernstein upgraded Sprouts Farmers Market from Market Perform to Outperform.
#TXRH +7% Texas Roadhouse Inc - reported better-than-expected Q4 EPS and sales results.
#ZOM +7%
Zomedica Pharmaceuticals Corp. -after gaining 33% on Thursday.
#AAXN +6%
Axon Enterprise, Inc.
#AU +5%
AngloGold Ashanti Limited
#BLDP +4%
Ballard Power Systems Inc. - after the falling around 10% on Thursday.
#S +4%
Sprint Corporation -T-Mobile and Sprint reported amended business combo deal.
#GLPG +4%
Galapagos NV
ВНИЗ
#TRUE -27%
TrueCar Inc - issued FY20 sales guidance below estimates.
#DSS -26%
Document Security Systems, Inc. - priced its 22.2 million share common stock offering at $0.18 per share.
#EYPT -22%
EyePoint Pharmaceuticals, Inc. - announced a proposed offering of common stock.
#AGRX -17%
Agile Therapeutics, Inc. - announced a proposed underwritten public offering of common stock.
#FSLR -17%
First Solar, Inc. - reported a surprise loss for its fourth quarter. The company’s quarterly sales also missed expectations.
#LTHM -14%
Livent Corporation - reported downbeat Q4 sales. BMO Capital downgraded Livent from Market Perform to Underperform.
#MRNS -13%
Marinus Pharmaceuticals, Inc. - after climbing over 16% on Thursday.
#ZS -12%
Zscaler, Inc. - issued Q3 guidance below estimates.
#CDMO -10%
Avid Bioservices, Inc.
#APPN -10%
Appian Corp - issued Q1 EPS guidance and FY20 EPS and sales guidance below estimates.
#CNDT -10%
Conduent Inc -reported worse-than-expected Q4 EPS results. The company also issued FY20 sales guidance down 6-8%.
#BSGM -9%
BioSig Technologies, Inc. - reported an offering of common stock.
#SPCE -8%
Virgin Galactic Holdings, Inc.
#UTI -6%
Universal Technical Institute, Inc. -after reporting a 5.65 million common stock offering.
#ROG -6%
Rogers Corporation - reported worse-than-expected Q4 sales results. The company also issued Q1 EPS and sales guidance below estimates.
#OLED -5%
Universal Display Corporation - reported worse-than-expected Q4 sales results. The company also issued FY20 sales guidance below estimates.
#CMCM -5%
Cheetah Mobile Inc.
#GOGL -3%
Golden Ocean Group Limited
🇺🇸#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
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