MarketTwits
47.1K members
16.3K photos
12 videos
101 files
9.47K links
информационная поддержка для трейдеров и инвесторов

связь - @MarketTwits_info
связь - info.markettwits@gmail.com
Download Telegram
to view and join the conversation
📅 КАЛЕНДАРЬ НА СЕГОДНЯ

🔥ВАЖНОЕ
🇺🇸Трамп выступит в Конгрессе с речью "О положении страны"
🇨🇳
#рынкикитай - Китайский Новый Год - биржи Китая закрыты с 4 февраля - 10 февраля

📌ЭКОНОМИКА
🇷🇺
09:00 мск - PMI сферы услуг России за январь
🇷🇺#фнбрф - Минфин может опубликовать январские данные об объеме средств Фонда национального благосостояния
🇪🇸Spanish Services PMI (Jan) - 11:15мск
🇮🇹Italian Services PMI (Jan) - 11:45мск
🇫🇷French Services PMI (Jan) - 11:50мск
🇫🇷French Markit Composite PMI (Jan) - 11:50мск
🇩🇪German Composite PMI (Jan) - 11:55мск
🇩🇪German Services PMI (Jan) - 11:55мск
🇪🇸Spanish Consumer Confidence - 12:00мск
🇪🇺Markit Composite PMI (Jan) - 12:00мск
🇪🇺Services PMI (Jan) - 12:00мск
🇬🇧Services PMI (Jan) - 12:30мск
🇪🇺Retail Sales (Dec) - 13:00мск
🇧🇷Markit Composite PMI (Jan) - 15:00мск
🇧🇷Markit Services PMI (Jan) - 15:00мск
🇨🇦Trade Balance (Dec) - 16:30мск
🇺🇸Markit Composite PMI (Jan) - 17:45мск
🇺🇸Services PMI (Jan) - 17:45мск
🇺🇸SM Non-Manufacturing PMI (Jan) - 18:00мск

📌ЦЕНТРОБАНКИ
————

📌КОМПАНИИ
🇷🇺#ROSN - после 10:00 мск -Публикация отчетности "Роснефти" по МСФО за 2018 год, телефонная конференция в 16:00 мск
🇷🇺#CHMF -10:00 мск - Публикация отчетности "Северстали" по МСФО за 2018 год
🇷🇺#CHMF - 12:30 мск - председатель совета директоров Северстали Алексей Мордашов проведет брифинг в Москве
🇷🇺#SBER - после 12:00 мск - президент ПАО "Сбербанк" Герман Греф и другие менеджеры выступят на мероприятии компании
🇷🇺#GAZP - Заседание совета директоров "Газпрома" - рассмотрят ход внедрения передовых цифровых технологий в деятельность группы, а также обсудит закупочную политику компании в части вовлечения российских промышленных предприятий в реализацию стратегических задач "Газпрома" в 2019 году.
🇷🇺#tlaz - акрытие реестра акционеров "Тольяттиазота" для участия в ВОСА - Внеочередное общее собрание акционеров "Тольяттиазота" пройдет 2 марта 2019 года.
🇬🇧#BP British Petrolium - отчет - 13:25мск
🇺🇸#EA Electronic Arts - отчет - 00:00мск
🇺🇸#DIS Disney - отчет - 00:05мск
🇺🇸#SNAP Snap - отчет - 00:10мск
🇺🇸#SWKS Skyworks Solutions - отчет - 00:15мск

📌ГОСБОНДЫ, АУКЦИОНЫ, МЕЖБАНК, РЕПО, ЛИКВИДНОСТЬ
🇷🇺
ЦБ проведет депозитный аукцион
🇷🇺#ОФЗ - Минфин РФ опубликует параметры завтрашних аукционов по размещению ОФЗ
🇷🇺Казначейство предложит 400 миллиардов рублей по 1-дневному репо с ОФЗ с фиксированной ставкой; 100 миллиардов рублей на 35-дневные депозиты с фиксированной ставкой
🇺🇸3-Year Note Auction - 21:00мск

📌НЕФТЬ и ГАЗ
🇺🇸нефть - запасы API - 00:30мск

📌ЭКСПИРАЦИИ
————

📌КРИПТО
————

📌ГЕОПОЛИТИКА
🇸🇾
МИД Турции обсудит в Вашингтоне ситуацию в Сирии

📌ДРУГОЕ
🇷🇺Медведев проведет совещание о развитии производства промышленной продукции для реализации проекта "Жилье и городская среда"
🇷🇺11:00 мск - представители Министерства финансов примут участие в заседании Государственной Думы и комитетов ГД
🇺🇸#акции #сша #premarket
премаркет США - акции на движухе:

ВВЕРХ

#OUT +10% Outfront Media Inc. - after reporting better-than-expected results for its first quarter.

#AVLR +8% Avalara, Inc.- after reporting upbeat Q1 earnings.

#MBOT +8% Microbot Medical Inc.

#MTCH +8% Match Group, Inc.- after the company reported higher-than-expected Q1 EPS results.

#ATAI +7% ATA Inc. - after surging 22% on Tuesday.

#EVH +7% Evolent Health, Inc.- after the company reported upbeat Q1 earnings.

#EA +6% Electronic Arts Inc.- after the company reported better-than-expected Q4 sales results.

#ELF +6% e.l.f. Beauty, Inc. - e.l.f. Beauty is expected to release quarterly earnings today.

#CYH +6% Community Health Systems, Inc.- after falling 9% percent on Tuesday.

#ANDX +6% Andeavor Logistics LP -after MPLX LP #MPLX
announced plans to acquire Andeavor Logistics for an equity value of $9 billion.

#PLAG +6% Planet Green Holdings Corp- after gaining 14% percent on Tuesday.

#MNK +5% Mallinckrodt plc

#PAGP +5% Plains GP Holdings, L.P.- after the company announced results for its first quarter.

#QRVO +5% Qorvo, Inc.-after the company reported better-than-expected Q4 EPS and sales and issued strong Q3 EPS and sales guidance.

#AEZS +5% Aeterna Zentaris Inc.- following Q1 results.

#MOS +3% The Mosaic Company - JP Morgan upgraded Mosaic from Neutral to Overweight, while Credit Suisse upgraded the stock from Neutral to Outperform.

ВНИЗ

#INGN -27% Inogen, Inc.- after the company reported worse-than-expected Q1 EPS and sales and lowered FY19 outlook.

#DDD -17% 3D Systems Corporation- after the company reported worse-than-expected EPS and sales.

#TWOU -17% 2U, Inc.- after the company issued Q2 EPS and sales guidance below analyst estimates.

#NVTA -16% Invitae Corporation - after the company reported worse-than-expected Q1 sales.

#PLUG -13% Plug Power Inc.- following Q1 results.

#LTHM -11% Livent Corporation - after the company reported worse-than-expected Q1 EPS and sales.

#ICHR -7% Ichor Holdings, Ltd. -after reporting downbeat Q1 earnings.

#CHK -7% Chesapeake Energy Corporation- after reporting downbeat results for its first quarter.

#MGI -7% MoneyGram International, Inc.- after reporting weak Q1 results.

#OSMT -5% Osmotica Pharmaceuticals plc

#DFFN -5% Diffusion Pharmaceuticals Inc.

#HMC -5% Honda Motor Co., Ltd.- after reporting a Q4 loss.

#WU -5% The Western Union Company - after the company reported downbeat results for its first quarter on Tuesday.

#X -4% United States Steel Corporation- UBS downgraded United States Steel from Neutral to Sell.

#JMIA -4% Jumia Technologies AG - Jumia is expected to release Q1 earnings on May 16.

#SBGI -3% Sinclair Broadcast Group Inc- after the company reported worse-than-expected Q1 EPS

#LYFT -3% LYFT Inc- after reporting first-quarter adjusted earnings of $(9.02). The company sees 2019 sales of $3.275-$3.3 billion.
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ


#UIS +15% Unisys Corporation - after the company reported better-than-expected Q2 sales results and Q2 EPS higher from last year.

#ENPH +15% Enphase Energy Inc-after the company reported upbeat Q2 results.

#TCS +14% Container Store Group Inc - after reporting a first-quarter earnings beat.

#MX +13% Magnachip Semiconductor Corp - after the company reported better-than-expected Q2 sales results. The company also issued Q3 sales guidance above analyst estimates.

#WKHS +12% Workhorse Group Inc. - after gaining 7% on Tuesday.

#CTST +11% CannTrust Holdings Inc. - after the company reported that it is reviewing strategic options, including a potential sale.

#LSCC +10% Lattice Semiconductor Corporation- after the company reported better-than-expected Q2 results.

#MDWD +9% MediWound Ltd. - after dropping 8% on Tuesday.

#BEAT +8% BioTelemetry, Inc. - after reporting upbeat Q2 results.

#NCR +8% NCR Corporation-after the company reported better-than-expected Q2 EPS and sales results.

#GRMN +7% Garmin Ltd. -after the company reported upbeat Q2 results and raised FY19 forecast.

#PAYC +7% Paycom Software, Inc.- after the company reported better-than-expected Q2 EPS and sales results. The company also issued Q3 and FY19 sales guidance above analyst estimates.

#EA +6% Electronic Arts Inc. -after the company reported better-than-expected Q1 sales results.

#EXTR +6% Extreme Networks, Inc. -after reporting Q4 results.

#MOH +6% Molina Healthcare, Inc. - after the company reported better-than-expected Q2 EPS and sales results. The company also raised its FY19 EPS guidance.

#NUVA +6% NuVasive, Inc. - after reporting a second-quarter earnings beat.

#SMG +5% The Scotts Miracle-Gro Company - after the company posted upbeat Q3 results and raised FY19 earnings outlook.

#GE +5% General Electric Company -after the company announced upbeat results for its second quarter and raised FY19 EPS guidance.

#RP +5% RealPage, Inc.

#AAPL +5% Apple Inc. -after the company reported better-than-expected Q3 EPS and sales results. The company also issued Q4 sales guidance above analyst estimates.

#AMRN +4% Amarin Corporation plc - after the company reported better-than-expected Q2 results.

#AVGR +4% Avinger, Inc.

#MRCY +4% Mercury Systems Inc -after the company reported better-than-expected Q4 EPS and sales results.

#FCAU +3% Fiat Chrysler Automobiles N.V. - following Q2 results.

ВНИЗ

#SGLB -34% Sigma Labs Inc. - after the company reported a common stock offering with no disclosed size.

#TWOU -33% 2U, Inc. - after the company reported worse-than-expected Q2 EPS results.

#FEYE -13% FireEye, Inc.-after the company reported worse-than-expected Q2 EPS results. The company also issued Q3 guidance below analyst estimates.

#CSLT -12% Castlight Health, Inc. -after the company reported downbeat Q2 results and issued weak FY19 forecast.

#GSS -8% Golden Star Resources Ltd. - following Q2 results

#TAP -8% Molson Coors Brewing Company - after reporting downbeat earnings for its second quarter.

#ORC -6% Orchid Island Capital, Inc. - after reporting a 7 million share common stock offering.

#PEI -6% Pennsylvania Real Estate Investment Trust - following Q2 results.

#CLVS -6% Clovis Oncology, Inc.

#SINT -6% Sintx Technologies, Inc.- after dropping 11% on Tuesday.

#MXIM -5% Maxim Integrated Products, Inc. -after the company reported worse-than-expected Q4 sales results. The company also issued Q1 guidance below analyst estimates.

#AU -5% AngloGold Ashanti Limited

#CTVA -5% Corteva, Inc.

#MKSI -5% MKS Instruments, Inc.- after the company reported worse-than-expected Q2 EPS and sales results. The company also issued Q3 guidance below analyst estimates.

#VLRX -5% Valeritas Holdings, Inc. -after gaining 15.60% on Tuesday.

#LYG -5% Lloyds Banking Group plc

#AMD -4% Advanced Micro Devices, Inc.- after the company issued Q3 sales guidance below analyst estimates.

#COHR -3% Coherent, Inc. -after the company reported Q3 results.
⚠️🇺🇸#акции #сша #трамп
Стоимость акций крупнейших компаний, выпускающих видеоигры, упала после того, как президент Трамп в своей речи в понедельник обвинил их в пропаганде насилия

#ATVI Activision Blizzard
#EA Electronic Arts
#TTWO Take-Two Interactive Software

Трамп: "мы должны остановить восхваление насилия в нашем обществе и это должно включать и отвратительные и ужасные видеоигры, которые стали теперь обычным делом".
☢️#EA #крипто
Electronic Arts Inc. опубликовал сообщение с призывом "инвестировать в Crypto".
#weekahead
—————————
❗️ключевые макро события предстоящей недели:

🇨🇳ЗАСЕДАНИЕ ПОЛИТБЮРО КИТАЯ - 28-31 ОКТЯБРЯ

🇷🇺конец налогового периода в РФ

🇺🇸FOMC

понедельник - 28 октября:
🇸🇬Сингапур - выходной - нет торгов
🇳🇿Н.Зеландия - выходной - нет торгов
🇮🇳Индия - выходной - нет торгов
🇺🇸США - Chicago Fed National Activity (сентябрь) - 15:30мск
🇺🇸США - Goods Trade Balance (сентябрь) - 15:30мск
🇺🇸США - Goods Wholesale Inventories (сентябрь) - 15:30мск
🇺🇸США - Dallas Fed Mfg Business Index (октябрь) - 17:30мск
🇪🇺ВЫCТУПЛЕНИЕ ДРАГИ - 17:00мск

вторник - 29 октября:
🇦🇺Австралия - ВЫСТУПЛЕНИЕ ГЛАВЫ ЦБ - 09:45мск
🇩🇪Германия - ВЫСТУПЛЕНИЕ ГЛАВЫ ЦБ - 12:50мск
🇺🇸США - S&P/Case-Schiller Index - 16:00мск
🇺🇸США - Consumer Confidence (октябрь) - 17:00мск
🇺🇸США - Pending Home Sales (сентябрь) - 17:00мск
🛢🇺🇸нефть США - запасы API - 23:30мск

среда - 30 октября:
🇫🇷Франция - ВВП (3кв 2019г) - 09:30мск
🇪🇺Европа - Consumer/Business Confidence - 13:00мск
🇺🇸США - ADP Nonfarm Employment (октябрь) - 15:15мск
🇺🇸США - ВВП (3кв 2019г) - 15:30мск
🇨🇦Канада - СТАВКА ЦБ - 17:00мск
🇨🇦Канада - ПРЕСС-КОНФЕРЕНЦИЯ ЦБ - 18:15мск
🛢🇺🇸нефть США - запасы EIA - 17:30мск
🇺🇸США - ЗАСЕДАНИЕ FOMC - 21:00мск

четверг - 31 октября:
🌎ПОСЛЕДНИЙ ДЕНЬ МЕСЯЦА - WINDOWS DRESSING
🇯🇵Япония - Industrial Production (сентябрь) - 02:50мск
🇳🇿Н.Зеландия - Business Confidence (октябрь) - 03:00мск
🇨🇳Китай - Composite PMI (октябрь) - 04:00мск
🇨🇳Китай - Manufacturing PMI (октябрь) - 04:00мск
🇨🇳Китай - Non-Manufacturing PMI (октябрь) - 04:00мск
🇯🇵Япония - СТАВКА ЦБ - 06:00мск
🇩🇪Германия - Retail Sales (сентябрь) - 09:00мск
🇪🇸Испания - ВВП (3кв 2019г) - 10:00мск
🇭🇰Гонконг - ВВП - 11:30мск
🇪🇺Европа - CPI (октябрь) - 13:00мск
🇪🇺Европа - ВВП - 13:00мск
🇮🇹Италия - ВВП (3кв 2019г) - 14:00мск
🇺🇸США - Core PCE Price Index (сентябрь) - 15:30мск
🇺🇸США - Personal Income/Spending/Consumption (сентябрь) - 15:30мск
🇨🇦Канада - ВВП (август) - 15:30мск
🇺🇸США - Chicago PMI (октябрь) - 16:45мск

пятница - 1 ноября:
🇦🇺Авcтралия - Manufacturing PMI - 01:00мск
🇰🇷Ю.Корея - торговля (октябрь) - 03:00мск
🇰🇷Ю.Корея - Manufacturing PMI (октябрь) - 03:30мск
🇯🇵Япония - Manufacturing PMI (октябрь) - 03:30мск
🇨🇳Китай - Caixin Manufacturing PMI (октябрь) - 04:45мск
🇮🇳Индия - Manufacturing PMI (октябрь) - 08:00мск
🇷🇺РФ - Manufacturing PMI (октябрь) - 09:00мск
🇨🇭Швейцария - Manufacturing PMI (октябрь) - 11:30мск
🇿🇦Ю.Африка - Manufacturing PMI (октябрь) - 12:00мск
🇬🇧Британия - Manufacturing PMI (октябрь) - 12:30мск
🇧🇷Бразилия - Manufacturing PMI (октябрь) - 15:00мск
🇧🇷Бразилия - Industrial Production (октябрь) - 15:00мск
🇺🇸США - NON-FARMS (октябрь) - 15:30мск
🇨🇦Канада - Manufacturing PMI (октябрь) - 15:30мск
🇺🇸США - Manufacturing PMI (октябрь) - 16:45мск
🇺🇸США - Construction Spending (сентябрь) - 17:00мск
🇺🇸США - ISM Manufacturing PMI (октябрь) - 17:00мск
🛢нефть - газ - буровые Baker Hughes - 20:00мск

———————————-
🇺🇸США - отчетности тяжеловесов:

понедельник - 28 октября:
🇺🇸#SPOT - Spotify - 13:00мск
🇺🇸#T - AT&T - 13:20мск
🇺🇸#GOOGL - Alphabet - 23:00мск

вторник - 29 октября:
🇺🇸#MRK - Merk - 13:45мск
🇺🇸#PFE - Pfizer - 13:45мск
🇺🇸#MA - Mastercard - 13:50мск
🇺🇸#SHOP - Shopify - 14:00мск
🇺🇸#COP - ConocoPhillips - 14:00мск
🇺🇸#GM - General Motors - 15:00мск
🇺🇸#EA - Electroic Arts - 23:00мск
🇺🇸#AMGN - Amgen - 23:00мск
🇺🇸#AMD - Advanced Micro Devices - 23:20мск

среда - 30 октября:
🇺🇸#SNE - Sony - 12:00мск
🇺🇸#YUM - Yum Brands - 13:00мск
🇺🇸#GE - General Electric - 13:30мск
🇺🇸#FB - Facebook - 23:05мск
🇺🇸#SBUX - Starbux - 23:05мск
🇺🇸#LYFT - Lyft - 23:05мск
🇺🇸#AKS - AK Steel - 23:15мск
🇺🇸#AAPL - Apple - 23:30мск

четверг - 31 октября:
🇺🇸#MO - Altria - 14:00мск

пятница - 1 ноября:
🇺🇸#CL - Colgate-Palmolive - 13:55мск
🇺🇸#BABA - Alibaba - 14:05мск
🇺🇸#AIG - AIG - 14:25мск
🇺🇸#XOM - Exxon Mobil - 14:30мск
🇺🇸#CVX - Chevron - 15:30мск
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:

ВВЕРХ
#NAV +53% Navistar International Corporation -after the company confirmed the receipt of unsolicited $35 per share proposal from TRATON regarding potential transaction.
#NNVC +39% NanoViricides, Inc. -after the company confirmed it has been working on a treatment for the novel Wuhan coronavirus.
#BIMI +30% BOQI International Medical Inc.
#CODX +18% Co-Diagnostics, Inc. - after declining 6% on Thursday.
#CBLI +12% Cleveland BioLabs, Inc. -after surging 41% on Thursday.
#NATI +10% National Instruments Corp - reported better-than-expected Q4 EPS and sales results.
#AMZN +9% Amazon.com, Inc. - reported stronger-than-expected results for its fourth quarter. Amazon also said it expects first-quarter sales of $69 billion to $73 billion, with analysts expecting $71.6 billion.
#IBIO +8% iBio, Inc. -after jumping 20% on Thursday.
#LLIT +8% Lianluo Smart Limited - after climbing 20% on Thursday.
#AHPI +7% Allied Healthcare Products, Inc. - after surging 27% on Thursday.
#WKHS +7% Workhorse Group Inc
#ADNT +6% Adient PLC - following Q1 results.
#SE +5% Sea Limited
#INXP +5% Inpixon -after declining 9% on Thursday.
#WDC +4% Western Digital Corporation - reported better-than-expected Q2 EPS results. The company also issued Q3 EPS and sales guidance above analyst estimates. Benchmark upgraded Western Digital from Sell to Hold.
#INO +4% Inovio Pharmaceuticals, Inc. - shares surged over 13% on Thursday after the company announced it is collaborating with Beijing Advaccine Biotechnology to advance INO-4800 against the coronavirus in China.
#DECK +4% Deckers Outdoor Corporation - reported better-than-expected Q3 EPS and sales results. The company also issued FY20 EPS and sales guidance above analyst estimates.
#X +4% United States Steel Corporation - reported better-than-expected Q4 results.
#IBM +4% IBM -announced changes in top management. Ginni Rometty, who took over as the IBM CEO in 2011, is stepping down from the role. Arvind Krishna, who leads the company's cloud and data platform, will be her replacement, and take charge on April 6. James Whitehurst, the CEO of Red Hat, Inc., a software firm acquired by IBM in July last year, will take over as the IBM President on the same date.

ВНИЗ
#WWE -24% World Wrestling Entertainment, Inc. -company announced the departure of its co-presidents. WWE also downgraded its expectations for adjusted operating income before depreciation and amortization to $180 million, from an earlier forecast of $190 million.
#NTEC -22% Intec Pharma Ltd -priced its 16.25 million share public offering at $0.40 per share.
#SSL -8% Sasol Limited
#TTM -6% Tata Motors Limited
#GNPX -5% Genprex, Inc. - after gaining 6% on Thursday.
#BZH -5% Beazer Homes USA, Inc. -after reporting Q1 results.
#WY -4% Weyerhaeuser Company -ahead of quarterly earnings.
#LYB -4% LyondellBasell Industries NV -after reporting downbeat Q4 results.
#NVST -4% Envista Holdings Corp - reported worse-than-expected Q4 sales results.
#AMGN -4% Amgen Inc. - issued FY20 EPS guidance below estimates. Baird downgraded Amgen from Neutral to Underperform.
#SAN -3% Banco Santander, S.A.
#EA -3% Electronic Arts Inc. - reported worse-than-expected Q3 sales results.
#V -3% Visa Inc. - reported in-line earnings for its first quarter, while sales exceeded views.
#MT -3% ArcelorMittal
🇺🇸 #premarket #сша
премаркет США - акции - upgrad-ы и downgrad-ы:

UPGRADE
#NEWR New Relic -Raymond James
#MNST Monster Beverage -Morgan Stanley
#CE Celanese -B of A Securities
#HES Hess -Piper Sandler
#ADNT Adient -Buckingham
#OFC Corporate Office Props -Capital One
#CHTR Charter Communications -Credit Suisse
#BLUE bluebird bio -Evercore ISI Group
#CL Colgate-Palmolive -Atlantic Equities
#CL Colgate-Palmolive -RBC Capital
#NKE Nike -UBS
#XLRN Acceleron Pharma -Morgan Stanley
#MMSI Merit Medical Systems -Raymond James
#ULTA Ulta Beauty -Goldman Sachs
#NKTR Nektar Therapeutics -Mizuho
#REMYY Rémy Cointreau -Bernstein
#KKR KKR & Co -Barclays
#MUSA Murphy USA -JP Morgan
#WHF WhiteHorse Finance -JP Morgan
#SLRC Solar Capital -JP Morgan
#OUT Outfront Media -JP Morgan
#CVI CVR Energy -Goldman Sachs
#AXTA Axalta Coating Systems -BMO Capital
#VRTS Virtus Investment -Barclays
#CLNE Clean Energy Fuels -Raymond James
#STX Seagate Technology -Stifel Nicolaus
#SMED Sharps Compliance -Stifel Nicolaus

DOWNGRADE
#EA Electronic Arts - BMO Capital
#XOM Exxon Mobil -Goldman Sachs
#VZ Verizon Communications -Credit Suisse
#VIAC ViacomCBS -Credit Suisse
#CRSP CRISPR Therapeutics -Evercore ISI Group
#NOC Northrop Grumman -Goldman Sachs
#DERM Dermira -Guggenheim
#BUSE First Busey -DA Davidson
#FLMN Falcon Minerals -Credit Suisse
#LAIX LAIX -Goldman Sachs