● When the largest holder of US Treasury bonds will start to reduce its holdings, this can be one of the best moments for investors, to buy more of these securities, said CLSA Ltd strategist. in Hong Kong Chris Wood.
● Investors look forward to the start of the reporting season
● Американские фермерские группы и законодатели из сельскохозяйственных штатов всего за несколько недель до пересмотра Североамериканского соглашения о свободной торговле (NAFTA) asked to be removed from the new document, writes Reuters.
● Американские фермерские группы и законодатели из сельскохозяйственных штатов всего за несколько недель до пересмотра Североамериканского соглашения о свободной торговле (NAFTA) asked to be removed from the new document, writes Reuters.
● Solar eclipse, which, As expected, happens next month, threatens to interfere with the operation of solar power plants and batteries in many parts of the United States, Bloomberg reports.
● Председатель FED Джанет Йеллен в своем заявлении в американском сенате “clarified” his previous comments about, that the financial crisis in the United States “unlikely to happen” в ближайшем обозримом будущем.
● Honda (HMC) announced the withdrawal of almost 1,2 million Accord vehicles, produced with 2013 on 2016 year, after receiving multiple vehicle battery sensor messages, causing ignition in the engine. Sensors, which notify drivers of battery problems, possibly "insufficiently insulated" from moisture, the company said.
● Председатель FED Джанет Йеллен в своем заявлении в американском сенате “clarified” his previous comments about, that the financial crisis in the United States “unlikely to happen” в ближайшем обозримом будущем.
● Honda (HMC) announced the withdrawal of almost 1,2 million Accord vehicles, produced with 2013 on 2016 year, after receiving multiple vehicle battery sensor messages, causing ignition in the engine. Sensors, which notify drivers of battery problems, possibly "insufficiently insulated" from moisture, the company said.
● Shareholder of Arconic Inc (ARNC) filed a lawsuit on Thursday, accusing the company of defrauding shareholders regarding the supply of aluminum panels, used in the high-rise building Grenfell Tower in London, where at least 80 people died in a fire last month.
● Один из первых поставщиков технологий потокового video, Roku company, hired banks Morgan Stanley and Citigroup for the IPO. A company's entry into the public market may be of interest to investors, looking for new directions to invest in the video streaming industry.
● AstraZeneca (NYSE: AZN) announced the departure of CEO Pascal Sorio after nearly five years of work.
● Jana Partners activist hedge fund, run by Barry Rosenstein, acquired a significant stake in Zimmer Biomet Holdings Inc. (NYSE: ZBH) and negotiated with management regarding potential strategic changes, reports according to Bloomberg.
● Google инвестирует $ 30 billion to UK cloud centers. Google sets up new fund to fund startups; Google buys Indian startup Halli Labs
● The pre-tax profit of the Smarkets betting exchange increased by 160% in 2016 year
● Акции “Yandex” jumped on 17,5% on the news about the agreement with Uber
● JPMorgan Chase's Q2 profit rises to $7,03 billion, surpassing analysts' forecasts
● FanDuel и DraftKings, largest fantasy sports platforms in the USA, abandoned the planned merger due to antitrust claims from regulators
● Agricultural giant Cargill posted highest annual profit in six years. Tidying up your asset portfolio, Cargill is again thinking about acquisitions and interested in meat companies, said CFO Marcel Smits
Way down
Earnings / guidance response:
- CYBR -19.4%, (lowers Q2 sales, profit guidance primarily because deals in EMEA did not close in time), WPRT -16.5%, ATHENS -16.3%, (sees Q2 results below consensus), ACIA -7.6%, JPM -1.2%, WFC -1.1%
Select CYBR peers showing weakness:
- FEYE -2.9%, PANW -2.1%, FTNT -2%, HACK -1.4%, SYMC -1.2%, IMPV -0.7%, PFPT -0.5%
Other news
- CHKE -8.3% (obtains further extension of forbearance through July 28)
- SHLO -5% (prices 5 mln shares of common stock at $8.25 per share)
- WY -4.5% (announced effective immediately the ban of all campfires on its lands in Flathead, Lake, Lincoln, Missoula, Sanders and Ravalli counties in Western Montana due to high fire danger)
- INSY -2.3% (WSJ reporting Anthem has launched civil suit against Insys)
- ATHN -1.3% (CFO Karl Stubelis to step down; FY17 guidance reaffirmed)
Analyst Comments:
- HIMX -4.9% (downgraded to Underperform at Oppenheimer; tgt $4)
- FFIV -4% (downgraded to Neutral from Overweight at Piper Jaffray)
- SNAP -2% (downgraded to Market Perform at Cowen)
- AVT -1.1% (downgraded to Underperform at BofA/Merrill)
Up
Earnings / guidance response:
- MDXG +7.9%, PNC +0.5%
Other news
- CLIR +37.5% (receives order from supermajor oil company to qualify Duplex technology)
- CGI +14.9% (appoints Paul Svindland as CEO effective on or about July 24; Michael Miller, current lead independent director, to become Chairman)
- CTIC +11.2% (announces that European Medicines Agency has validated the Marketing Authorization Application for pacritinib for the treatment of patients with myelofibrosis who have thrombocytopenia)
- BLFS +10.2% (announces that Kolon Life Science, TissueGene’s exclusive licensee for Asia, including Korea, has received marketing approval for Invossa-K Inj for degenerative arthritis from the Korea Ministry of Food and Drug Safety)
- HPJ +8.7% (enters smart vacuum market with two new partnerships ),
- GMOs +3.7% (FDA has granted Fast Track designation to SB-318 and SB-913, the Co’s clinical stage in vivo genome editing product candidates for the treatment of Mucopolysaccharidosis Type I and MPS II)
- ALDR +2.9% (favorable commentary on Thursday’s Mad Money),
- MILE +1.9% (Oncologic Drugs Advisory Committee votes unanimously to recommend MYL-1401O — proposed biosimilar to Genentech’s RHHBY unit HERCEPTIN)
- AZN +1.4% (following late sell-off on potential CEO departure announcement)
- MRSN +1.4% (Pfizer discloses 9.8% passive stake)
- GNW +1.2% (Genworth Financial and Oceanwide provide CFIUS update; timing of regulatory reviews will likely delay the completion of the transaction to later than the originally targeted time frame )
- MNK +0.9% (Phase 3 terlipressin trial achieves its enrollment target ahead of schedule – marks halfway point toward interim analysis of trial data), .
Analyst Comments:
- NTNX +9% (added to its Conviction Buy list at Goldman)
- AFMD +4.2% (initiated with Buy at Suntrust)
- ULTA +2.3% (upgraded and added to Conviction Buy List at Goldman)
- EXEL +1.9% (initiated with Buy at Suntrust)
- WMT +1.6% (upgraded and added to Conviction Buy List at Goldman)
- SENSE +1.1% (upgraded to Outperform at Telsey Advisory Group)
- BA +0.8% (upgraded to Overweight from Neutral at JP Morgan)
Stock Scanner:
| 52H | 52L | $winner | UP | $ loser | Down |
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