⚠️🇷🇺#потребитель #россия #кризис
РЕАЛЬНЫЕ РАСПОЛАГАЕМЫЕ ДОХОДЫ РОССИЯН ВО II КВАРТАЛЕ УПАЛИ НА 8% ПОСЛЕ РОСТА В I КВАРТАЛЕ - ЦБ - ТАСС
РЕАЛЬНЫЕ РАСПОЛАГАЕМЫЕ ДОХОДЫ РОССИЯН ВО II КВАРТАЛЕ УПАЛИ НА 8% ПОСЛЕ РОСТА В I КВАРТАЛЕ - ЦБ - ТАСС
⚡️🇺🇸#отчетности #сша
#WAB Westinghouse Air Brake Q2 Non-GAAP
-EPS of $0.87 beats by $0.11; GAAP EPS of $0.46 misses by $0.11.
-Revenue of $1.74B (-22.3% Y/Y) beats by $40M.
-Gross margin rate +50 bps to 28% vs. consensus of 29.3% and Adjusted operating margin rate of 15.1% vs. consensus of 13.3%.
#WDR Waddell & Reed Financial Q2 GAAP
-EPS of $0.38 beats by $0.05.
-Revenue of $240.03M (-11.2% Y/Y) misses by $5.23M.
#MSCI MSCI : Q2 Non-GAAP
-EPS of $1.77 beats by $0.09; GAAP EPS of $1.36 misses by $0.19.
-Revenue of $409.6M (+6.2% Y/Y) misses by $0.65M.
-Q2 adjusted EBITDA margin of 57.8% vs. 54.9% year-ago.
#OMC Omnicom Q2 Non-GAAP
-EPS of $0.92 beats by $0.13; GAAP EPS of -$0.11 misses by $0.97.
-Revenue of $2.8B (-24.7% Y/Y) misses by $160M.
-Organic growth -23% vs. consensus of -16.3%.
#PJT PJT Partners Q2 Non-GAAP
_EPS of $1.00 beats by $0.32; GAAP EPS of $0.86.
-Revenue of $232.56M (+39.5% Y/Y) beats by $47.19M.
#RTX Raytheon Technologies Q2 Non-GAAP
-EPS of $0.40 beats by $0.28; GAAP EPS of -$2.56.
-Revenue of $14.28B (+26.0% Y/Y) beats by $890M.
-Backlog of $158.7B.
#MLM Martin Marietta Materials Q2 GAAP
-EPS of $3.49 beats by $0.47.
-Revenue of $1.27B (-0.8% Y/Y) beats by $30M.
-Adj. EBITDA margin of 32.03% vs. 31.3% consensus.
#IVZ Invesco Q2 Non-GAAP
-EPS of $0.35 misses by $0.08; GAAP EPS of $0.09 misses by $0.34.
-Revenue of $1.03B (flat Y/Y) misses by $10M.
-Q2 GAAP investment management revenue of $1.04B vs. $1.09B consensus.
#HOG Harley-Davidson Q2 Non-GAAP
-EPS of -$0.35 misses by $0.48; GAAP EPS of -$0.60 misses by $0.65.
-Revenue of $669.27M (-53.2% Y/Y) misses by $94.2M.
-Shipments of 28.37K vs. consensus of 37.6K; Gross margin rate -1,560 bps to 16.1% vs. consensus of 27.1%; Operating margin rate of -3,070 bps to -18.1% vs. consensus of 2.4%.
#LH Laboratory Corporation of America Q2
-EPS of $2.57 may not be comparable to consensus of $0.92.
-Revenue of $2.77B (-3.8% Y/Y) beats by $330M.
-Adjusted operating margin of 13.8%.
-The increase in net earnings and EPS was primarily due to the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).
#ROP Roper Q2 Non-GAAP
-EPS of $2.94 beats by $0.26; GAAP EPS of $2.08 beats by $0.16.
-Revenue of $1.31B (-1.5% Y/Y) beats by $50M.
-Q2 operating profit of 383.9M vs. a consensus of $311.5M.
#WAT Waters Q2 Non-GAAP
-EPS of $2.10 beats by $0.56; GAAP EPS of $1.98 beats by $0.58.
-Revenue of $519.98M (-13.2% Y/Y) in-line.
#ABG Asbury Automotive Q2 Non-GAAP
- EPS of $2.52 beats by $0.03; GAAP EPS of $2.57 beats by $0.04.
-Revenue of $1.45B (-19.4% Y/Y) beats by $20M.
#DTE DTE Energy Q2 Non-GAAP
- EPS of $1.53 beats by $0.26; GAAP EPS of $1.44 beats by $0.11.
#IRDM Iridium Communications Q2 GAAP
-EPS of -$0.09 beats by $0.03.
-Revenue of $140.17M (-2.0% Y/Y) beats by $3.41M.
-Q2 operational EBITDA was $85.3M, as compared to $85.1M year-ago.
#NEO NeoGenomics Q2 Non-GAAP
-EPS of -$0.04 beats by $0.06; GAAP EPS of -$0.06 beats by $0.08.
-Revenue of $87M (-14.5% Y/Y) beats by $0.45M.
-Gross margin for Clinical revenue of 34.0%.
#SSTK Shutterstock Q2 Non-GAAP
-EPS of $0.62 beats by $0.36; GAAP EPS of $0.53 beats by $0.43.
-Revenue of $159.23M (-1.6% Y/Y) beats by $9.26M.
#COWN Cowen Q2 Non-GAAP
- EPS of $5.69 beats by $1.32; GAAP EPS of $3.83 beats by $0.82.
-Revenue of $418.84M (+43.4% Y/Y) misses by $107.12M.
#SHW Sherwin-Williams Q2 Non-GAAP
-EPS of $7.10 beats by $1.40; GAAP EPS of $6.48 beats by $1.61.
-Revenue of $4.6B (-5.7% Y/Y) beats by $50M.
-Operating income of $747.4M vs. consensus of $733.1M.
#SPGI S&P Global Q2 Non-GAAP
-EPS of $3.40 beats by $0.76; GAAP EPS of $3.28 beats by $0.70.
-Revenue of $1.94B (+14.1% Y/Y) beats by $160M.
-Adjusted operating profit margin rate improved 740 bps to 58.7%.
#WAB Westinghouse Air Brake Q2 Non-GAAP
-EPS of $0.87 beats by $0.11; GAAP EPS of $0.46 misses by $0.11.
-Revenue of $1.74B (-22.3% Y/Y) beats by $40M.
-Gross margin rate +50 bps to 28% vs. consensus of 29.3% and Adjusted operating margin rate of 15.1% vs. consensus of 13.3%.
#WDR Waddell & Reed Financial Q2 GAAP
-EPS of $0.38 beats by $0.05.
-Revenue of $240.03M (-11.2% Y/Y) misses by $5.23M.
#MSCI MSCI : Q2 Non-GAAP
-EPS of $1.77 beats by $0.09; GAAP EPS of $1.36 misses by $0.19.
-Revenue of $409.6M (+6.2% Y/Y) misses by $0.65M.
-Q2 adjusted EBITDA margin of 57.8% vs. 54.9% year-ago.
#OMC Omnicom Q2 Non-GAAP
-EPS of $0.92 beats by $0.13; GAAP EPS of -$0.11 misses by $0.97.
-Revenue of $2.8B (-24.7% Y/Y) misses by $160M.
-Organic growth -23% vs. consensus of -16.3%.
#PJT PJT Partners Q2 Non-GAAP
_EPS of $1.00 beats by $0.32; GAAP EPS of $0.86.
-Revenue of $232.56M (+39.5% Y/Y) beats by $47.19M.
#RTX Raytheon Technologies Q2 Non-GAAP
-EPS of $0.40 beats by $0.28; GAAP EPS of -$2.56.
-Revenue of $14.28B (+26.0% Y/Y) beats by $890M.
-Backlog of $158.7B.
#MLM Martin Marietta Materials Q2 GAAP
-EPS of $3.49 beats by $0.47.
-Revenue of $1.27B (-0.8% Y/Y) beats by $30M.
-Adj. EBITDA margin of 32.03% vs. 31.3% consensus.
#IVZ Invesco Q2 Non-GAAP
-EPS of $0.35 misses by $0.08; GAAP EPS of $0.09 misses by $0.34.
-Revenue of $1.03B (flat Y/Y) misses by $10M.
-Q2 GAAP investment management revenue of $1.04B vs. $1.09B consensus.
#HOG Harley-Davidson Q2 Non-GAAP
-EPS of -$0.35 misses by $0.48; GAAP EPS of -$0.60 misses by $0.65.
-Revenue of $669.27M (-53.2% Y/Y) misses by $94.2M.
-Shipments of 28.37K vs. consensus of 37.6K; Gross margin rate -1,560 bps to 16.1% vs. consensus of 27.1%; Operating margin rate of -3,070 bps to -18.1% vs. consensus of 2.4%.
#LH Laboratory Corporation of America Q2
-EPS of $2.57 may not be comparable to consensus of $0.92.
-Revenue of $2.77B (-3.8% Y/Y) beats by $330M.
-Adjusted operating margin of 13.8%.
-The increase in net earnings and EPS was primarily due to the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).
#ROP Roper Q2 Non-GAAP
-EPS of $2.94 beats by $0.26; GAAP EPS of $2.08 beats by $0.16.
-Revenue of $1.31B (-1.5% Y/Y) beats by $50M.
-Q2 operating profit of 383.9M vs. a consensus of $311.5M.
#WAT Waters Q2 Non-GAAP
-EPS of $2.10 beats by $0.56; GAAP EPS of $1.98 beats by $0.58.
-Revenue of $519.98M (-13.2% Y/Y) in-line.
#ABG Asbury Automotive Q2 Non-GAAP
- EPS of $2.52 beats by $0.03; GAAP EPS of $2.57 beats by $0.04.
-Revenue of $1.45B (-19.4% Y/Y) beats by $20M.
#DTE DTE Energy Q2 Non-GAAP
- EPS of $1.53 beats by $0.26; GAAP EPS of $1.44 beats by $0.11.
#IRDM Iridium Communications Q2 GAAP
-EPS of -$0.09 beats by $0.03.
-Revenue of $140.17M (-2.0% Y/Y) beats by $3.41M.
-Q2 operational EBITDA was $85.3M, as compared to $85.1M year-ago.
#NEO NeoGenomics Q2 Non-GAAP
-EPS of -$0.04 beats by $0.06; GAAP EPS of -$0.06 beats by $0.08.
-Revenue of $87M (-14.5% Y/Y) beats by $0.45M.
-Gross margin for Clinical revenue of 34.0%.
#SSTK Shutterstock Q2 Non-GAAP
-EPS of $0.62 beats by $0.36; GAAP EPS of $0.53 beats by $0.43.
-Revenue of $159.23M (-1.6% Y/Y) beats by $9.26M.
#COWN Cowen Q2 Non-GAAP
- EPS of $5.69 beats by $1.32; GAAP EPS of $3.83 beats by $0.82.
-Revenue of $418.84M (+43.4% Y/Y) misses by $107.12M.
#SHW Sherwin-Williams Q2 Non-GAAP
-EPS of $7.10 beats by $1.40; GAAP EPS of $6.48 beats by $1.61.
-Revenue of $4.6B (-5.7% Y/Y) beats by $50M.
-Operating income of $747.4M vs. consensus of $733.1M.
#SPGI S&P Global Q2 Non-GAAP
-EPS of $3.40 beats by $0.76; GAAP EPS of $3.28 beats by $0.70.
-Revenue of $1.94B (+14.1% Y/Y) beats by $160M.
-Adjusted operating profit margin rate improved 740 bps to 58.7%.
❗️ЗАВТРА
🇷🇺#MAGN - ММК - МСФО (2кв 2020г)
🇷🇺#NVTK - Новатэк - МСФО (2кв 2020г)
🇷🇺#DSKY - Детский Мир - сд рассмотрит вопрос о ключевых показателях эффективности компании
🇷🇺#MGNT - Магнит - сд обсудит вопросы приоритетных направлений деятельности компании.
🇷🇺#LKOH -суд рассмотрит иск ФАС к "Холдингу Открытие" и к Лукойлу, в котором ведомство оспаривает действительность сделки по продаже алмазного актива "АГД Даймондс".
🇺🇸#AMZN - AMAZON - БЕЗОСА БУДУТ ЖАРИТЬ В КОНГРЕССЕ ПО ПОВОДУ КОНКУРЕНЦИИ (А ВЕРНЕЕ ПО ПОВОДУ ТОГО, КАК AMAZON УБИВАЕТ КОНКУРЕНЦИЮ)
🇺🇸#FB - FACEBOOK - ЦУКЕРБЕРГА БУДУТ ЖАРИТЬ В КОНГРЕССЕ США
🔥🇺🇸FOMC
🇷🇺#MAGN - ММК - МСФО (2кв 2020г)
🇷🇺#NVTK - Новатэк - МСФО (2кв 2020г)
🇷🇺#DSKY - Детский Мир - сд рассмотрит вопрос о ключевых показателях эффективности компании
🇷🇺#MGNT - Магнит - сд обсудит вопросы приоритетных направлений деятельности компании.
🇷🇺#LKOH -суд рассмотрит иск ФАС к "Холдингу Открытие" и к Лукойлу, в котором ведомство оспаривает действительность сделки по продаже алмазного актива "АГД Даймондс".
🇺🇸#AMZN - AMAZON - БЕЗОСА БУДУТ ЖАРИТЬ В КОНГРЕССЕ ПО ПОВОДУ КОНКУРЕНЦИИ (А ВЕРНЕЕ ПО ПОВОДУ ТОГО, КАК AMAZON УБИВАЕТ КОНКУРЕНЦИЮ)
🇺🇸#FB - FACEBOOK - ЦУКЕРБЕРГА БУДУТ ЖАРИТЬ В КОНГРЕССЕ США
🔥🇺🇸FOMC
🇺🇸#premarket #сша #дивиденды
принятые сегодня ежеквартальные дивиденды (на акцию):
#MMLP Martin Midstream Partners = $0.005 (снижение на 90%⚠️)
#FIX Comfort Systems = $0.105
#BDX Becton, Dickinson = $0.79
#HLAN Heartland BancCorp = $0.57
#RYN Rayonier = $0.27
#RBC Regal-Beloit = $0.30
#OTIS Otis Worldwide = $0.20
#FNF Fidelity National Financial = $0.33
#BCBP BCB Bancorp = $0.14
#PAHC Phibro Animal = $0.12
#PRK Park National = $1.02
#TXT Textron = $0.02
#BKH Black Hills = $0.535
#HTBI HomeTrust Bancshares = $0.07
#FSS Federal Signal = $0.08
#IVZ Invesco = $0.155
#MSCI MSCI = $0.78 (увеличение на 15%💥)
#MO Altria = $0.86 (увеличение на 2.5%💥)
#BLX Banco Latinoamericano = $0.25
#HOG Harley-Davidson = $0.02
#DHI D. R. Horton = $0.175
#FBC Flagstar = $0.05
#KCLI Kansas City Life Insurance = $0.27
#SSD Simpson Manufacturing = $0.23
#SMBC Southern Missouri = $0.15
#ASB Associated Banc-Corp = $0.18
#MDC M.D.C. Holdings = $0.33
#FBMS First Bancshares = $0.10
#TCF TCF Financial = $0.35
#OMF OneMain Holdings = $2.33
#WTS Watts Water Technologies = $0.23
#CR Crane = $0.43
#BSM Black Stone Minerals = $0.15 (увеличение на 88%💥)
#ENR Energizer = $0.30
#PFG Principal Financial Group = $0.56
#FIBK First Interstate Banc = $0.34
#HESM Hess Midstream Partners = $0.4363
#FRBA First Bank = $0.03
#MRBK Meridian Corporation = $0.125 (начали платить💥)
принятые сегодня ежеквартальные дивиденды (на акцию):
#MMLP Martin Midstream Partners = $0.005 (снижение на 90%⚠️)
#FIX Comfort Systems = $0.105
#BDX Becton, Dickinson = $0.79
#HLAN Heartland BancCorp = $0.57
#RYN Rayonier = $0.27
#RBC Regal-Beloit = $0.30
#OTIS Otis Worldwide = $0.20
#FNF Fidelity National Financial = $0.33
#BCBP BCB Bancorp = $0.14
#PAHC Phibro Animal = $0.12
#PRK Park National = $1.02
#TXT Textron = $0.02
#BKH Black Hills = $0.535
#HTBI HomeTrust Bancshares = $0.07
#FSS Federal Signal = $0.08
#IVZ Invesco = $0.155
#MSCI MSCI = $0.78 (увеличение на 15%💥)
#MO Altria = $0.86 (увеличение на 2.5%💥)
#BLX Banco Latinoamericano = $0.25
#HOG Harley-Davidson = $0.02
#DHI D. R. Horton = $0.175
#FBC Flagstar = $0.05
#KCLI Kansas City Life Insurance = $0.27
#SSD Simpson Manufacturing = $0.23
#SMBC Southern Missouri = $0.15
#ASB Associated Banc-Corp = $0.18
#MDC M.D.C. Holdings = $0.33
#FBMS First Bancshares = $0.10
#TCF TCF Financial = $0.35
#OMF OneMain Holdings = $2.33
#WTS Watts Water Technologies = $0.23
#CR Crane = $0.43
#BSM Black Stone Minerals = $0.15 (увеличение на 88%💥)
#ENR Energizer = $0.30
#PFG Principal Financial Group = $0.56
#FIBK First Interstate Banc = $0.34
#HESM Hess Midstream Partners = $0.4363
#FRBA First Bank = $0.03
#MRBK Meridian Corporation = $0.125 (начали платить💥)
❗️🇺🇸#акции #сша #sentiment #физики #наблюдение
GOLDMAN: СООТНОШЕНИЕ PUT/CALL ДЛЯ SINGLE STOCKS = ИСТОРИЧЕСКИ НИЗКИЙ УРОВЕНЬ В ОСНОВНОМ ИЗ-ЗА АКТИВНОСТИ ФИЗИКОВ. НИКТО НЕ ШОРТИТ. ВСЕ ПОКУПАЮТ АКЦИИ.
———————-
👉 PUT-CALL В ОПЦИОНАХ НА SP500 НА БИРЖЕ CBOE = МИН ЗА 20 ЛЕТ
GOLDMAN: СООТНОШЕНИЕ PUT/CALL ДЛЯ SINGLE STOCKS = ИСТОРИЧЕСКИ НИЗКИЙ УРОВЕНЬ В ОСНОВНОМ ИЗ-ЗА АКТИВНОСТИ ФИЗИКОВ. НИКТО НЕ ШОРТИТ. ВСЕ ПОКУПАЮТ АКЦИИ.
———————-
👉 PUT-CALL В ОПЦИОНАХ НА SP500 НА БИРЖЕ CBOE = МИН ЗА 20 ЛЕТ
⚡️🇺🇸#отчетности #сша
#GLW Corning Q2 Non-GAAP
-EPS of $0.25 beats by $0.11; GAAP EPS of -$0.13 misses by $0.23.
-Revenue of $2.59B (-13.4% Y/Y) beats by $180M.
-Q2 FCF of $285M, improved sequentially.
#FBP First BanCorp. Q2 Non-GAAP
-EPS of $0.10 beats by $0.03; GAAP EPS of $0.09 misses by $0.01.
-Revenue of $156.1M (-5.3% Y/Y) misses by $0.87M.
#CMI Cummins Q2 GAAP
-EPS of $1.86 beats by $0.88.
-Revenue of $3.85B (-38.1% Y/Y) beats by $170M.
-EBITDA of 549M vs. $356.1M consensus.
#IBCP Independent Bank Q2 GAAP
-EPS of $0.67 beats by $0.42.
-Revenue of $50.83M (+25.0% Y/Y)
#GLW Corning Q2 Non-GAAP
-EPS of $0.25 beats by $0.11; GAAP EPS of -$0.13 misses by $0.23.
-Revenue of $2.59B (-13.4% Y/Y) beats by $180M.
-Q2 FCF of $285M, improved sequentially.
#FBP First BanCorp. Q2 Non-GAAP
-EPS of $0.10 beats by $0.03; GAAP EPS of $0.09 misses by $0.01.
-Revenue of $156.1M (-5.3% Y/Y) misses by $0.87M.
#CMI Cummins Q2 GAAP
-EPS of $1.86 beats by $0.88.
-Revenue of $3.85B (-38.1% Y/Y) beats by $170M.
-EBITDA of 549M vs. $356.1M consensus.
#IBCP Independent Bank Q2 GAAP
-EPS of $0.67 beats by $0.42.
-Revenue of $50.83M (+25.0% Y/Y)
Forwarded from ФИНАСКОП
#YNDX #отчетности
Выручка сегмента "Такси" "Яндекса" во II кв по US GAAP выросла на 42% - до 12,5 млрд руб - компания - Прайм
Выручка сегмента "Такси" "Яндекса" во II кв по US GAAP выросла на 42% - до 12,5 млрд руб - компания - Прайм
☢️🇨🇳#blockchain #китай #крипто
BBG: Китайская госблокчейн платформа #BSN планирует добавить поддержку 100 публичных блокчейнов. Цель - объединить фрагментированную блокчейн-индустрию
BBG: Китайская госблокчейн платформа #BSN планирует добавить поддержку 100 публичных блокчейнов. Цель - объединить фрагментированную блокчейн-индустрию
⚡️🔥⚠️🇺🇸🇨🇳#сша #китай #финвойны #валютныевойны #dalio #USD #дедолларизация
НАВАРРО (БЕЛЫЙ ДОМ): КОНГРЕСС США ДОЛЖЕН ЗАСТАВИТЬ КИТАЙ ЗАПЛАТИТЬ ЗА ВCЕ
НАВАРРО (БЕЛЫЙ ДОМ): КОНГРЕСС США ДОЛЖЕН ЗАСТАВИТЬ КИТАЙ ЗАПЛАТИТЬ ЗА ВCЕ
⚡️#LKOH #отчетности
ЧИСТАЯ ПРИБЫЛЬ ЛУКОЙЛА ПО РСБУ ЗА I ПОЛУГОДИЕ СОСТАВИЛА 109,2 МЛРД РУБ ПРОТИВ 200,7 МЛРД РУБ ГОДОМ РАНЕЕ - КОМПАНИЯ - ПРАЙМ
ЧИСТАЯ ПРИБЫЛЬ ЛУКОЙЛА ПО РСБУ ЗА I ПОЛУГОДИЕ СОСТАВИЛА 109,2 МЛРД РУБ ПРОТИВ 200,7 МЛРД РУБ ГОДОМ РАНЕЕ - КОМПАНИЯ - ПРАЙМ