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New World Development
09 июня, 09:39

Азиатские рынки акций растут в пятницу

Фондовые индексы стран Азиатско-Тихоокеанского региона умеренно повышаются в пятницу, инвесторы сдержанно отреагировали на важные политические события четверга.

15 декабря 2016, 14:23

Фондовые индексы АТР упали рекордными темпами за месяц на итогах заседания ФРС

Фондовые индексы Азиатско-Тихоокеанского региона завершили торги в четверг максимальным снижением с начала ноября после того, как руководство Федеральной резервной системы (ФРС) повысило прогноз темпов роста ставки.

07 ноября 2016, 14:05

Фондовые рынки Азии закрылись в плюсе на ожиданиях победы Клинтон на выборах в США

Фондовые индексы Азиатско-Тихоокеанского региона выросли в понедельник в связи с усилившимися ожиданиями, что на президентских выборах в США победит кандидат Демократической партии Хиллари Клинтон, пишет Financial Times.

07 ноября 2016, 11:11

Фондовые индексы АТР растут на ожиданиях победы Клинтон на выборах в США

Фондовые индексы Азиатско-Тихоокеанского региона активно растут в ходе торгов в понедельник в связи с усилившимися ожиданиями, что на президентских выборах в США победит кандидат Демократической партии Хиллари Клинтон, пишет Financial Times.

17 октября 2016, 09:47

Азиатские фондовые индексы снижаются в понедельник

Большинство фондовых индексов Азиатско-Тихоокеанского региона (АТР) снижается в понедельник, инвесторы следят за статданными из США и выступлениями руководителей Федеральной резервной системы (ФРС).

Выбор редакции
30 сентября 2016, 14:10

Hong Kong billionaire tycoon Cheng Yu-tung dies aged 91

HONG KONG (Reuters) - The billionaire founder of Hong Kong property group New World Development Co Ltd, Cheng Yu-tung, died late on Thursday aged 91, the company said on Friday.

05 августа 2016, 03:05

Donald Trump Is Pretty Sure He's Laid The Groundwork For World Peace

Everyone knows that GOP nominee and lukewarm acid gargle Donald Trump is a dealmaker par excellence ― that’s just science, man! But what many of you can’t appreciate is that Trump is also a peacemaker ― and on a global scale, to boot. In an interview this week with the Portland Press Herald in Maine, Trump said that he is the only candidate in the race who can possible achieve total “global harmony.” All you need to do to see that is take a look at his past, and use your brain’s supply of logic-sauce to just scale up. Let’s go to the tape! Q: What was the best deal you ever made – the best deal? A: Maybe the West Side Railroad Yards on the west side of Manhattan, that was one of the great deals that I made, one of the best real estate deals …we built almost 6,000 units on the west side of Manhattan, land, a very successful job. You know what, though? “A very successful job” is really just one way of looking at it. Over at Bloomberg, Tim O’Brien remembers it as a “bungled ... deal of a lifetime.” So, a bit of a jaundiced view, I guess. The basic backstory is this. In the mid-1970s, Trump used his family connections to purchase a large tract of land along the Hudson River side of Manhattan, between 59th and 72nd streets, that came available after its previous holders, the Penn Central Transportation Co., went bankrupt. Trump spent the next few years dithering with the property ― at one point losing ownership ― before repurchasing the plot in the mid-1980s. By this time, Trump had big dreams for the project, imagining it as a new home for NBC that was, depending on who you were talking to, dubbed either “Television City” or “Trump City.” As O’Brien relates, all Trump really needed was to “bring together different stakeholders” and “appease [their] interests.” So, naturally, what happened is that Trump got himself into an epic shooting war with then-New York Mayor Ed Koch over a tax abatement. Per O’Brien: “The battle played out in a carnivalesque stream on TV and on the front pages and gossip columns of newspapers.” Koch eventually stuck it to Trump, denying him his zoning request and providing NBC with sufficient tax breaks to induce the network to remain in its Rockefeller Center home. Trump vowed to develop the West Side Yards his way after Koch departed office, but never did. Instead, as O’Brien reports, this happened:  In 1994, with the Yards bleeding about $23.5 million in annual carrying costs, and long after Koch had departed City Hall, Trump’s bankers forced him to give up control of the site. The property went to a group of Hong Kong investors, including New World Development, for $82 million and the assumption of about $250 million in debt Trump had amassed. The Hong Kong investors later broke ground on the site with a series of high-end condominiums known as Riverside South, and the group used Trump’s name on some of the buildings there (they also paid him management and construction fees). The Hong Kong group sold the entire project for about $1.8 billion in 2005 ― the largest residential real estate transaction in New York City’s history at the time. So that’s the story of what Trump calls “the best deal he ever made.” With that in mind, let’s proceed to the Press Herald’s follow-up question: Q: What would be the best deal you could negotiate as president of the United States? A: Peace all over the world would be the best deal. And I think I would know how to do it better than anybody else, but peace all over the world. Sure, man. The largely failed “Television City” deal ― which Trump has described as a “war to the death” and which featured Ed Koch taunting him as a “piggy, piggy, piggy” ― is obviously a precursor to Trump bringing us “peace all over the world.” ~~~~~ Jason Linkins edits “Eat The Press” for The Huffington Post and co-hosts the HuffPost Politics podcast “So, That Happened.” Subscribe here, and listen to the latest episode below. -- This feed and its contents are the property of The Huffington Post, and use is subject to our terms. It may be used for personal consumption, but may not be distributed on a website.

21 июля 2016, 13:30

Индексы АТР в четверг выросли

Азиатские фондовые индексы в четверг увеличились, при этом рынок акций Гонконга перешел в "бычью" фазу, сообщает MarketWatch.

Выбор редакции
25 января 2016, 02:30

Billionaire Superman Li Ka-shing: Always A Chinese Patriot

Hong Kong billionaire Li Ka-shing(李嘉誠)might be the first Hong Kong tycoon to be accused of abandoning the motherland at a time of sharp economic downturn. He is not the last. This month, the Cheng family of New World Development had to give a rare press conference just to deny it [...]

Выбор редакции
29 декабря 2015, 20:12

Evergrande приобретет недвижимость в Китае на сумму $3,2 млрд

Крупнейший по объему продаж в Китае девелопер Evergrande Real Estate Group приобретет недвижимость в Шанхае и Пекине у миллиардера Ченг Ю-Тунга (Cheng Yu-tung) за 20,4 млрд юаней ($3,2 млрд). Отметим, что Evergrande приобретет у застройщика New World Development, контролируемого миллиардером Ченг Ю-Тунгом, отель и офисные здания в провинции Гуйчжоу за 7,3 млрд юаней, а также элитный жилой проект в Пекине за 7,6 млрд юаней. Кроме того, будет куплена недвижимость в Шандун и Шанхае на сумму 2 и 3,5 млрд юаней соответственно.

14 марта 2015, 13:19

Ken Chan: Don't Focus on Specific Task, But on Long-Term Career Path

This is part of the #CareerAdvice series - featuring successful professionals who share their advice to people who would want to take their career to the next level. Starting off his career as a web designer a decade ago, Ken Chan, now the Managing Director for ICGX and Wayin Partner in Asia Pacific, shares with us the secrets to having successful career and how to overcome professional challenges that could actually help carve your career path. Ken Chan, Managing Director at ICGX Asia Limited Can you tell us a bit about how you started your career? What are some of your best moments in your professional life? I started off as a web designer 10 years ago. It was indeed a tough moment as there were a lot of new skills to pick up and a lot of pressure in meeting my high demands at work. I always tried to find the best solution and ways to work efficiently along with improving my business mindset. My goal was to help as many brands as possible that are focused on digital marketing and analytics. I had a wonderful opportunity to start ICGX and to partner up with Wayin, a company founded by Scott McNealy, the founder and ex CEO of Sun Microsystems. Our entrance into the market was a welcoming one as we had acquired a couple well known clients and strong support such as from Jockey Club, JOYCE.com, New World Development, TVB.com and agencies like OMD and DDB etc. It was a phenomenal early success for a business that has just started in less than a year. I'm still learning how to manage and direct my company effectively everyday. There's much to learn and an exciting journey ahead! If you could advise your 20-year-old-self today, what would tell him? Try your best to maintain good relationships with those you have met, it will pave out a smoother path when excelling to the next level. Not saying to please everyone, but rather to act with honesty and integrity. To build trust and respect with everyone that crosses my path. Learn how to manage your personal time, provide time for yourself and for your family while being mentally prepared to grab hold of any opportunities that comes your way. What has been the most valuable advice you've ever gotten when you were facing challenges in your career? I am lucky to have different mentors and advisors in different stages of my career, from design to business. The most inspirational one for me is when someone told me not to think about business when I am not a marketer. His saying actually prompted me to register a master degree in marketing. Originally, I just wanted to prove him wrong but the decision has somewhat shaped my new career path and brought me my current success. What would you advise the millennial just starting with their career or aiming to take their careers to the next level? The first job is a key to shape your future and help you move up to the next level. It's more for personal growth, so please don't focus on a specific task or job. Just learn as much as you can! It is a stepping stone to your desired career and it's definitely a learning curve! Learn more from Ken by connecting with him on LinkedIn and Twitter. Enjoyed this? Watch out for the next #CareerAdvice series or share your own. Connect with me on Twitter and LinkedIn.

23 февраля 2015, 15:57

Frontrunning: February 23

Tsipras Tamed as Economists Declare Greece Loses Austerity Fight (BBG) Greece readies reform plans to first sign of leftist unrest (Reuters) Yellen Faces Congress Amid Direst Threat to Fed Since Dodd-Frank (BBG) The war must go on: Kiev says cannot withdraw heavy weapons as attacks persist (Reuters) Ukraine fears spread of war after blast in eastern city (Reuters) Denmark Dismisses Report It Could Consider Capital Controls (BBG) Deadline Nears on Homeland Security Funding Impasse (WSJ) Gross Fund Hurt by Oil’s Plunge Amid Bets on Energy Bonds (BBG) Turkish military invades Syria to evacuate soldiers, relocate tomb (Reuters) Rising Franc Upends Daily Life in Swiss Borderlands (WSJ) U.S. Banks Hoard $2 Trillion of Ultra-Safe Bonds (BBG) Local bankers emerge as Fed ally in fight against audit bill (Reuters) UK Banks Slash Ranks Of Millionaire Pay Deals (Sky) As ‘Spoof’ Trading Persists, Regulators Clamp Down (WSJ) Canada's Valeant to buy Salix in $10.1 billion deal (Reuters) Pope gets away from Vatican to work on correcting 'defects' (AP)  Overnight Media Digest WSJ * The fledgling GOP-controlled Congress returns to the Capitol just days before its first major fiscal deadline as a battle over President Barack Obama's immigration policies has set up a showdown on whether to fund the Department of Homeland Security. (http://on.wsj.com/1B3VuEw) * Switzerland's decision last month to lift the cap on the franc is disturbing everyday transactions in the country's border areas. (http://on.wsj.com/1w0tCuQ) * Corporations and the government must be "true partners" in fighting computer hackers, or breaches like the one at Sony Pictures Entertainment last year will grow more common, President Barack Obama said earlier this month. A detailed look at the attack on the Sony Corp unit shows that could be a tall order. (http://on.wsj.com/1GjGQsH) * Valeant Pharmaceuticals International Inc said on Sunday it would buy Salix Pharmaceuticals for about $10 billion, a return to its big deal-making ways after a failed bid for Botox maker Allergan Inc last year. (http://on.wsj.com/1zZJ3Ed) * Spoofing, a bluffing tactic traders use to manipulate prices of anything from stocks to futures, is illegal under the 2010 Dodd-Frank law. Exchanges and regulators have only recently begun clamping down. (http://on.wsj.com/1weLxns) * George Soros, Michael Milken and David Bonderman are among investors benefiting from early bets on a red-hot sector: young companies developing drugs that fight cancer by using the body's immune system. (http://on.wsj.com/1zZJ3Ed) * The Xiali sedan, once a status symbol in China, is now an emblem of the struggles of domestic versus foreign brands such as Volkswagen and Chevrolet that now offer less expensive vehicles. (http://on.wsj.com/1zZJuhD)  FT British Ministers have set aside 2 billion pounds ($3.08 billion) to cover potential write-downs in the value of existing student loans in this financial year alone following an increase in the rate of graduates' being unable to repay, according to Treasury documents. Dubai-based private equity group Abraaj Capital acquired 25 percent stake in Turkey's online retailer Hepsiburada. The deal was valued more than $400 million. Boutique investment bank Rothschild considers paying its 2014 bonuses early with a view to avoid payment of extra taxes that might be levied if Labour comes back to power. Stuart Gulliver, the chief executive of HSBC Holdings Plc was drawn into a tax evasion scandal after it was claimed that he had saved millions of dollars from the taxman in a Panamanian company through its Swiss private bank. NYT * In a high-profile suit set to go to trial this week, a jury will pass judgment about whether Ellen Pao suffered discrimination. (http://nyti.ms/1zZIev6) * After years of being treated as an interesting side business, autos have become the latest obsession for Silicon Valley, with Apple Inc assigning about 200 engineers to work on electric vehicle technology and Google Inc saying it envisions the public using driverless cars within five years.(http://nyti.ms/1zyqOGL) * To repair its relationships in the music world, Pandora has created a division to work with labels and artist managers, opened its vast databanks, and begun experimenting with artist promotions.(http://nyti.ms/1DMukSW) * Fox News host Bill O'Reilly has taken to the airwaves to fight back against accusations that he misled audiences with stories about his war reporting earlier in his career.(http://nyti.ms/1DMus4X) * With rents surging as the Manhattan office market rebounds, many companies are looking to cut costs, and one way to do that is by trimming personal space.(http://nyti.ms/1EGURQg) * Wielding the weapon of his pen, President Obama this week is expected to formally reject a Republican attempt to force construction of the Keystone XL oil pipeline. But in stopping the transit of petroleum from the forests of Alberta to the Gulf Coast, Obama will be opening the veto era of his presidency.(http://nyti.ms/1BDJkmP) * Valeant Pharmaceuticals International Inc, the acquisitive Canadian pharmaceutical company, has agreed to pay $10.4 billion for Salix Pharmaceuticals Ltd, or $158 a share in cash. Including debt, the transaction is valued at about $14.5 billion.(http://nyti.ms/1Lw59qk) Canada THE GLOBE AND MAIL ** The Harper government's push to deliver a balanced budget despite the burden of low oil prices has attracted fresh attention to a potential stockpile of federal cash: a multi-billion-dollar taxpayer stake in the auto business. The government's remaining 73.4 million shares in General Motors are now worth more than $3.40 billion in total, thanks to the combined effect of a solid stock price and a weakened Canadian dollar. (http://bit.ly/18fGjgk) ** The federal government is rejecting calls for more independent oversight of Canada's national security agencies even as it speeds passage of legislation that would give sweeping new powers to spies and police in the name of fighting terrorism. Parliament will vote Monday night on the Anti-Terrorism Act after the Conservatives limited second-reading debate for the legislation to three days. The bill will be sent to a Parliamentary committee for scrutiny. The Tories want the controversial legislation to become law before the summer begins. (http://bit.ly/1DJttUL) ** Health officials say a 19th case of measles has been confirmed in Quebec. Public health officials at a news conference on Saturday would not confirm whether the new case is a child or an adult, nor whether it is linked to Quebec's previous 18 cases. The source of the outbreak for the first 18 cases has been traced to Disneyland, California. (http://bit.ly/1za9l6z) ** Valeant Pharmaceuticals International Inc is back in major deal-making mode with the all-cash $10.4 billion agreement to acquire gastrointestinal disorders specialist Salix Pharmaceuticals Ltd. (http://bit.ly/1EHJK9y) NATIONAL POST ** Nova Scotia's largest newspaper has locked out its unionized printing plant employees after contract negotiations failed to reach an agreement. Thirteen press operators and mechanics at the Halifax Chronicle Herald were locked out Saturday, the company said in a news release. It said the employees had turned down a proposal from management. (http://bit.ly/1DN6ab3) ** The federal government has sweetened the deal for would-be natural gas exporters with new tax measures, but the industry is still fretting about feasibility of West Coast projects amid a deteriorating LNG price environment. (http://bit.ly/1ABbaNF)  Hong Kong SOUTH CHINA MORNING POST - China's over-the-counter (OTC) equity market may get a fresh boost with a much anticipated regulatory nod to insurance funds looking to invest in start-ups. According to two insurance industry officials, several insurers are studying the OTC market as a new investment channel and insurers plan to invest in some of the start-ups listed on the market. (bit.ly/1vZGaCW) - Hong Kong fashion designers look set to benefit from this year's budget, with the government expected to offer the sector HK$200 million ($25.8 million) in promotion and scholarships in the hope of nurturing young talent in Hong Kong, according to a government source. It would be the first time the government dedicated a set sum to the fashion industry in its annual budget. (bit.ly/1EkPDLO) THE STANDARD - A savings fund providing backbone to fight off future challenges is expected to be laid out in Wednesday's budget. The fund, due to be announced by Financial Secretary John Tsang Chun-wah, will provide resources to face problems posed by the aging population and other difficulties. (bit.ly/1vZJ9LA) - Hong Kong developers rolled out their home sales plans for the Year of the Goat, and agents expect a more active first quarter compared with last year. New World Development will launch six residential projects, with some 2,100 homes in total. (bit.ly/17oIhKt) HONG KONG ECONOMIC JOURNAL - HSBC Holdings Plc , which is overshadowed by allegations that its Swiss private bank helped clients to dodge taxes, is expected to post a seven percent drop in yearly profit at $21 billion, according to median forecast by brokerages. HONG KONG ECONOMIC TIMES - The number of Hong Kong people migrating to western countries including the United States, Canada, and Australia, totalled 6,900 in 2014, down 9 percent from a year earlier, the government's data showed. Immigration consultancy Centaline said emigration enquiry jumped 40 percent and the number of application increased as much as 10 percent. Britain The Times NEXT RBS CHAIRMAN MUST MEET CHANCELLOR'S APPROVAL The leading candidate to become the next chairman of Royal Bank of Scotland will have to meet the chancellor to discuss his or her vision for the bank before formally receiving the role. (http://thetim.es/1AyXDpH) CHANCELLOR BREAKS HIS SILENCE OVER HSBC TAX SCANDAL George Osborne has broken his silence over the tax scandal surrounding HSBC Holdings Plc by saying that it should be left to the courts to deal with any wrongdoing. The chancellor spoke out after claims that he was ducking questions over the bank and why there had been only one prosecution after allegations of tax evasion through its Swiss subsidiary. (http://thetim.es/1vqnf9b) The Guardian SWISS ACCOUNT SECRET OF HSBC CHIEF STUART GULLIVER REVEALED Stuart Gulliver, the HSBC Holdings Plc chief executive who has vowed to reform the crisis-hit bank, sheltered millions of pounds in a Swiss account through a Panamanian company and remains tax domiciled in Hong Kong. Leaked files show that the Derby-born Gulliver held about 5 million pounds ($7.69 million) in a Swiss account. (http://bit.ly/17K6Gda) MPS CALL FOR OFGEM TO CRACK DOWN ON ENERGY NETWORK COSTS The energy watchdog, Ofgem, has come under fire from MPs for exposing consumers to higher bills by failing to crack down on industry costs. The Commons energy and climate change committee said new price caps for National Grid and other power distribution companies, intended to keep down the costs of distributing and transmitting gas and electricity, were too generous. (http://bit.ly/1DIhoix) The Telegraph P&O CELEBRATES HANDOVER OF ITS BIGGEST SHIP P&O Cruises on Sunday celebrated the handover of the biggest addition to its fleet. The final instalment of the 473 million pounds Britannia was 5 percent cheaper than expected because of the strength of sterling against the euro. The original budget for the 141,000-tonne cruise liner, with accommodation for 3,600 passengers and 1,400 crew, had been 500 million pounds. (http://bit.ly/1EkvAxa) GREECE READIES LIST OF REFORMS TO DODGE BANKRUPTCY The Greek government will put forward plans to root out tax evasion and overhaul the country's labour laws in a bid to convince international creditors it should be granted a vital extension of its bailout programme. Athens is due to present a series of proposals to its international creditors formerly known as the Troika, in return for a four-month bailout reprieve which will help avert bankruptcy in the stricken country. (http://bit.ly/17oyV1b) Sky News POLICE ASSESSING AL SHABAAB UK MALL THREATS Islamist militants have released a video in which they appear to call for terrorist attacks on some of the busiest shopping areas in the UK and the United States. U.S. authorities have said they are taking the threats seriously. (http://bit.ly/1vZmqPJ) JACK STRAW SUSPENDED OVER 'CASH FOR ACCESS' Jack Straw has been suspended from the Labour Party over claims of a "cash for access" scandal. The former foreign secretary, along with Tory MP Malcolm Rifkind, were secretly filmed by the Daily Telegraph in a joint investigation with Channel 4's Dispatches programme apparently offering to use their influence in return for money. (http://bit.ly/18f73xt) The Independent APPLE SUED FOR ALLEGEDLY POACHING BATTERY ENGINEERS FROM ELECTRIC CAR FIRM A123 Systems makes batteries for electric cars and claims that Apple Inc has hired its staff. The accusations come amid claims that Apple is planning an electric car of its own. (http://ind.pn/1zsTlOb) COLLAPSE IN NEW HOMEBUILDING HEAPS PRESSURE ON MINISTERS The number of new homes being built collapsed in the second half of last year. There were only 29,800 new housing starts in England in the final quarter of 2014, the Communities Department reported. The news will be a grave embarrassment for ministers who have been claiming that the construction industry is booming. (http://ind.pn/17jbqqj) Fly On The Wall Pre-market Buzz ECONOMIC REPORTS Domestic economic reports scheduled for today include: Chicago Fed national activity index for January at 8:30--consensus is 0.05 Existing home sales for January at 10:00--consensus down 1.8% to 4.95M rate Dallas Fed manufacturing activity index for February at 10:30--consensus -4.0 ANALYST RESEARCH Upgrades Colgate-Palmolive (CL) upgraded to Buy from Neutral at Citigroup Computer Task Group (CTG) upgraded to Buy from Neutral at B. Riley IMS Health (IMS) upgraded to Overweight from Equal Weight at Barclays LabCorp (LH) upgraded to Outperform from Neutral at Credit Suisse LabCorp (LH) upgraded to Overweight from Neutral at Piper Jaffray MedAssets (MDAS) upgraded to Buy from Neutral at SunTrust New Gold (NGD) upgraded to Neutral from Sell at Roth Capital Penn National (PENN) upgraded to Buy from Neutral at BofA/Merrill Teleflex (TFX) upgraded to Overweight from Equal Weight at Barclays Downgrades Boeing (BA) downgraded to Sell from Neutral at Goldman Century Communities (CCS) downgraded to Neutral from Overweight at JPMorgan CyberArk (CYBR) downgraded to Underweight from Neutral at JPMorgan DirecTV (DTV) downgraded to Hold from Buy at Brean Capital Enerplus (ERF) downgraded to Neutral from Buy at BofA/Merrill GP Strategies (GPX) downgraded to Neutral from Buy at B. Riley Interactive Brokers (IBKR) downgraded to Market Perform at Keefe Bruyette MRC Global (MRC) downgraded to Neutral from Outperform at RW Baird Precision Castparts (PCP) downgraded to Neutral from Buy at Goldman Quest Diagnostics (DGX) downgraded to Underperform from Neutral at BofA/Merrill Rio Tinto (RIO) downgraded to Neutral from Buy at UBS Salix (SLXP) downgraded to Neutral from Overweight at Piper Jaffray Spectrum (SPPI) downgraded to Neutral from Buy at Roth Capital Initiations Axalta Coating (AXTA) initiated with a Buy at KeyBanc BofI Holding (BOFI) initiated with a Buy at DA Davidson CSX (CSX) initiated with an Overweight at JPMorgan Canadian National (CNI) initiated with a Neutral at JPMorgan Canadian Pacific (CP) initiated with an Overweight at JPMorgan Ensign Group (ENSG) initiated with an Outperform at RBC Capital Entellus Medical (ENTL) initiated with a Buy at BofA/Merrill Entellus Medical (ENTL) initiated with an Overweight at Piper Jaffray Flex Pharma (FLKS) initiated with a Buy at Cantor Flex Pharma (FLKS) initiated with a Buy at Jefferies Flex Pharma (FLKS) initiated with a Buy at Roth Capital Flex Pharma (FLKS) initiated with an Outperform at JMP Securities Flex Pharma (FLKS) initiated with an Overweight at Piper Jaffray Kansas City Southern (KSU) initiated with an Overweight at JPMorgan LDR Holding (LDRH) initiated with a Buy at Brean Capital Norfolk Southern (NSC) initiated with an Underweight at JPMorgan Presbia (LENS) initiated with a Buy at Jefferies Union Pacific (UNP) initiated with a Neutral at JPMorgan Washington Trust Bancorp (WASH) initiated with a Neutral at Compass Point COMPANY NEWS Valeant (VRX) confirmed acquisition of Salix (SLXP) for $158 per share, or a total enterprise value of approximately $14.5B Polypore (PPO) agrees to sell company for $60.50 per share in cash to Asahi Kasei. Immediately prior to Asahi Kasei's acquisition of Polypore, 3M (MMM) will acquire the assets of Polypore's Separations Media segment for approximately $1B and Asahi Kasei will receive the cash proceeds from the asset sale New Residential (NRZ) to acquire Home Loan Servicing (HLSS) for $18.25 per share Globe Specialty Metals (GSM), Grupo FerroAtlántica agree to $3.1B combination DISH (DISH) announced President and CEO Joseph Clayton to retire March 31. DISH Co-founder and Chairman Charles Ergen, who has previously served as DISH’s President and CEO, will succeed Clayton in those roles Apple (AAPL) to invest EUR 1.6B in new European data centers EARNINGS Companies that beat consensus earnings expectations last night and today include: DISH (DISH), Tower Semiconductor (TSEM), KLX Inc. (KLXI), Pacific Drilling (PACD) HSBC (HSBC) reports FY14 EPS 69c, compared to 84c a year ago Tower Semiconductor (TSEM) sees Q1 revenue $255M give or take 5%, consensus $224.03M KLX Inc. (KLXI) suspends financial guidance Valeant (VRX) reports Q4 EPS $2.58 vs. $2.15 in Q413, expects Q1 cash EPS of at least $2.30 per share State Street (STT) says legal accrual does not affect Q4, FY14 results NEWSPAPERS/WEBSITES 21st Century Fox (FOXA), Discovery (DISCA) held preliminary merger talks, AFR reports Google (GOOG) reaches preliminary agreement with Italian regulators, WSJ reports McDonald's (MCD) under pressure to raise hourly pay as Wal-Mart (WMT) sets bar, Reuters reports J&J (JNJ) considers Cordis sale with Cardinal (CAH) the leading suitor, Bloomberg says U.S units of Deutsche Bank (DB), Santander (SAN) seen failing stress tests, WSJ reports Investors should hold on to E.W. Scripps (SSP), Barron's says American Airlines (AAL) shares could continue 50% higher, Barron's says SYNDICATE Higher One (ONE) withdraws mixed securities shelf LinnCo (LNCO) files to sell common shares, no amount given Momenta (MNTA) enters $75M At-The-Market equity sales agreement with Stifel QTS Realty Trust (QTS) files to sell 8.7M shares of common stock Ultra Clean (UCTT) files to sell 1.44M shares of common stock for holders     

06 октября 2014, 17:31

Девелоперы Гонконга продают большую часть квартир, несмотря на протесты

Крупнейшие девелоперы Гонконга Henderson Land Development и New World Development Co продали за прошедшие выходные большую часть квартир, которые были выставлены на продажу, несмотря на вспыхнувший протест, сообщает Bloomberg. Henderson ...

30 июля 2014, 10:22

Утренний брифинг от Saxo Bank: обзор рынков на 30 июля 2014 года

Форекс: Доллар США торгуется в узком диапазоне  Этим утром доллар США торгуется в ограниченном диапазоне относительно главных валют. Сегодня в фокусе рынка – итоги двухдневного заседания Федеральной резервной системы, которые прольют свет на сроки повышения процентной ставки в США. Кроме того, будет опубликован показатель ВВП за второй квартал; так, согласно ожиданиям, он должен показать рост после ослабления, наблюдавшегося в первом квартале ввиду неблагоприятных погодных условий. В Европе интерес для инвесторов будут представлять индикатор уверенности потребителей Еврозоны, индекс потребительских цен Германии и испанский ВВП. Между тем, вчера Международный валютный фонд предупредил о возможности появления рисков увеличения процентных ставок и вялого роста развивающихся рынков. В 5 часов утра по GMT евро и британский фунт продолжают торговаться в боковом тренде против американского доллара на отметке 1,3409 доллара и 1,6946 доллара соответственно. Японская иена немного выросла по отношению к доллару США и евро. Европа: Рынок откроется в «минусе» Открытие германского фондового индекса DAX и французского CAC ожидается на 18 пунктов и 9 пунктов ниже соответственно. Индекс Британской фондовой биржи FTSE100 откроется понижением на 2 пункта. Публикация индекса уверенности потребителей, индикатора делового оптимизма в промышленности, индикатора экономических настроений, индекса настроений в сфере услуг и индикатора делового климата Еврозоны; индекса потребительских цен Германии; индекса уверенности потребителей Франции; индекса потребительских цен и ВВП Испании; индекса ведущих экономических индикаторов от KOF и индикатора потребления Швейцарии от UBS; индикаторов уверенности потребителей и в деловых кругах, объёма розничных продаж и промышленного производства Португалии; индексов уверенности потребителей от GfK и в деловой среде Великобритании от Lloyds запланирована на сегодня. Total SA (FP), Schneider Electric SE (SU), Deutsche Bank AG (DBK), Cie de St-Gobain (SGO), Tenaris SA (TEN), Man SE (MAN), Heidelbergcement AG (HEI), British American Tobacco (BATS), Barclays (BARC), ITV (ITV), Tullow Oil (TLW), Travis Perkins (TPK), Taylor Wimpey (TW/) и Rightmove (RMV) отчитаются по результатам своей деятельности. По информации Bloomberg, соисполнительный директор Deutsche Bank AG (DBK) Юрген Фитчен (Juergen Fitschen) пытается предотвратить обвинения в свой адрес со стороны работников прокуратуры, готовящихся привлечь его к ответственности за попытку мошенничества в ходе судебной тяжбы с наследниками покойного Лео Кирха (Leo Kirch). Finmeccanica SpA (FNC) достигла соглашения со стороной обвинения в отношении спора между её подразделением AgustaWestland и Индией о поставке вертолётов. Osram AG (OSR) решила сократить дополнительно 7800 рабочих мест в целях экономии 260 миллионов евро ежегодных расходов до 2017 года. В целях решения проблемы увеличения затрат и снижения качества руды, BHP Billiton (BLT) объявила о своём намерении сократить около 6 процентов персонала в подразделении Pampa Norte на севере Чили, которое включает в себя медные рудники Spence и Cerro Colorado. По сообщениям СМИ, Ведомство по расследованию крупных финансовых махинаций назначило команду специалистов для выявления причастности бывших и нынешних сотрудников Lloyds Banking Group (LLOY) к делу по обману налогоплательщиков. Нью-Йоркский Департамент финансовых услуг настаивает на установке мониторов в Deutsche Bank AG (DBK) и Barclays (BARC) для содействия расследованию по обвинению против трейдеров, подозреваемых в манипулировании базовыми валютными ставками, – передают СМИ. Азия: Торги в основном в «зелёном» Этим утром азиатские рынки торгуются преимущественно на положительной территории. В Японии Honda Motor (7267) поднялись, так как компания повысила годовой прогноз по чистой прибыли на фоне значительного роста квартальной прибыли. Komatsu (6301) прибавили в цене ввиду роста чистой прибыли за первый квартал, поскольку увеличение продаж в Европе, Латинской Америке и Африке превысили их падение в Китае. Skymark Airlines (9204), напротив, отступили по причине отклонения Airbus сделки с компанией на сумму 2,2 миллиарда американских долларов. Nomura Holdings (8604) опустились, на существенном падении прибыли за трёхмесячный период, завершившийся июнем. В 5 часов утра по GMT индекс Токийской фондовой биржи Nikkei 225 торгуется на 0,2 процента выше на отметке 15656,5 пункта. В Южной Корее Hyundai Heavy Industries (009540) пошли вниз в силу более высоких, чем ожидалось, убытков за второй квартал. В Китае SAIC Motor Corporation (600104), China Fortune Land Development Company (600340) и Zhuzhou Smelter Group Company (600961) подешевели, попав в список основных отстающих среди компаний в составе композитного индекса Шанхайской фондовой биржи. Тем не менее, Sinopec Shanghai Petrochemical (600688 ) выросли ввиду увеличения цен на сырую нефть, в то время как PetroChina (601857) продвинулись благодаря позитивной оценке брокера. В Гонконге акции сектора недвижимости New World Development(17), Hang Lung Properties(101) и Sino Land (83) торгуются в «плюсе». США: Фьючерсы торгуются выше В 5 часов утра по GMT фьючерсы на S&P 500 торгуются на 2,3 пункта выше. Публикация объёма ВВП, индекса личного потребления, ценового индекса расходов на личное потребление, изменения числа занятых от ADP и числа запросов на ипотечное кредитование от МВА планируется на сегодня. Кроме того, сегодня Федеральная резервная система огласит своё решение по денежно-кредитной политике. Metlife (MET), Phillips 66 (PSX), Dominion Resources (D), Southern Co (SO), Williams Companies (WMB ), American Tower (AMT), Franklin Resources (BEN), Kraft Foods Group (KRFT), WellPoint (WLP), Hess (HES) и Sprint (S) объявят о своих результатах сегодня. Вчера в рамках продлённой торговой сессии Twitter (TWTR) «взлетели» на 28,6 процента на публикации прибыли за второй квартал, опередившей ожидания рынка. United States Steel (X) подскочили на 6,7 процента; так, компании удалось сократить свои убытки во втором квартале за счёт повышения цен на сталь. Amgen (AMGN) пошли вверх на 3,6 процента после сообщения компании о росте прибыли по итогам второго квартала и сокращении до 15 процентов сотрудников. Цена на бумаги American Express (AXP) возросла на 0,2 процента благодаря прибыли за второй квартал выше оценок экспертов. DreamWorks Animation SKG (DWA), напротив, отступили на 7,5 процента по причине крупных потерь во втором квартале. Американский фондовый индекс S&P 500 в ходе вчерашней регулярной торговой сессии опустился на 0,5 процента после того, как США и ЕС объявили о введении новых санкций в отношении России. Corning (GLW) подешевели на 9,3 процента в силу более низкой, чем ожидалось, прибыли за второй квартал из-за слабого спроса на сверхпрочные стёкла компании Gorilla Glass, используемых для защиты дисплеев. Eaton (ETN) уменьшились на 8,1 процента в связи с сокращением компанией годового прогноза прибыли на фоне неудовлетворительных данных по доходу за второй квартал. United Parcel Service (UPS) потеряли 3,7 процента вследствие отставания прибыли от оценок аналитиков и понижения годового прогноза по ней. Aetna (AET) пошли вниз на 3,5 процента на заявлении компании о том, что во втором квартале расходы компании на здравоохранение значительно выросли. Pfizer (PFE) упали на 1,2 процента несмотря на более высокие, чем ожидалось, результаты второго квартала. Windstream Holdings (WIN), наоборот, поднялись на 12,4 процента ввиду согласия компании на разделение активов с последующим созданием публично торгуемого инвестиционного фонда недвижимости. Frontier Communications(FTR), AT&T(T) и Verizon Communications (VZ) подорожали на 14,3 процента, 2,6 процента и 0,8 процента соответственно. Masco (MAS) прибавили 7,1 процента на превзошедшей ожидания рынка прибыли за второй квартал. Merck & Co (MRK) продвинулись вперёд на 1,1 процента в результате оптимистичных показателей прибыли за второй квартал. Бумаги кабельных компаний Time Warner Cable (TWC) и Comcast (CMCSA) прибавили 0,5 процента и 0,6 процента соответственно. Сводка последних новостей Японское промышленное производство сокращается больше прогнозов Объём промышленного производства Японии за июнь показал уменьшение на 3,3 процента в месячном исчислении, больше рыночных ожиданий; в предыдущем месяце был отмечен его рост в 0,7 процента. Число выданных разрешений на строительство в Новой Зеландии падает Скорректированный на сезонность ежемесячный показатель числа выданных разрешений на строительство в Новой Зеландии поднялся на 3,5 процента в июне относительно пересмотренной цифры падения в 4,4 процента, зарегистрированной в мае. Промышленное производство Южной Кореи растёт С учётом сезонной корректировки индикатор объёма промышленного производства в Южной Корее за июнь продвинулся на 2,9 процента в месячном выражении, тогда как в предшествующем месяце было зафиксировано падение на 2,8 процента. Материал предоставлен Saxo Bank

15 июля 2014, 15:54

Frontrunning: July 15

Microsoft to announce biggest round of job cuts in 5 years (BBG) Palestinian rocket fire persists, Israel warns truce at risk (Reuters) China tells U.S. to stay out of South China Seas dispute (Reuters) Merkel Resists Sundering U.S. Ties Over Spying Affair (BBG) BES slide, tumbling German sentiment hit markets (Reuters) Top 1 Percent Is Even Richer Than Surveys Say, ECB Paper Finds (BBG) Puerto Rico Utility May Default on January Interest Payment (BBG) Can't Get a Job From an Algorithm, or So It Seems as Hot Resumes Go Nowhere Fast (BBG) Bank of China-CCTV drama may reveal power struggle in Beijing (SCMP) Quid pro quo: Qatar Air CEO Moves Toward Boeing 777X Sign-off, Slams A380 (BBG) Iraq army launches Tikrit offensive, politicians elect speaker (Reuters) Billionaire's breakup plan would chop California into six states (Reuters)   Overnight Media Digest WSJ * U.S. drugmaker AbbVie Inc is close to clinching a deal to buy Dublin-based Shire Plc for more than £31 billion ($53 billion), in what would be one of the largest so-called inversion deals through which U.S. companies are seeking a lower corporate tax burden. (http://on.wsj.com/1zDiEQ2) * On Monday, the Citigroup Inc agreed to pay $7 billion, including a $4 billion civil penalty to the Justice Department, $500 million to the Federal Deposit Insurance Corp and several states, and $2.5 billion earmarked for "consumer relief," to settle the U.S. government's allegations it knowingly sold shoddy mortgages ahead of the financial crisis. (http://on.wsj.com/1sWCQb3) * On Tuesday, Alibaba Group Holding Ltd announced a deal with U.S. production studio Lions Gate Entertainment Corp to make available on Alibaba set-top boxes offerings such as the "Twilight" hit vampire movie series and the TV show "Mad Men." The partnership beefs up Alibaba's entertainment menu as China's Internet-savvy consumers are increasingly going online to watch TV shows, videos and movies. (http://on.wsj.com/1p0uo7T) * Pilot Flying J, the nation's largest truck-stop chain, accepted responsibility for the criminal conduct of its employees and agreed to pay $92 million in penalties in a settlement with the federal government. (http://on.wsj.com/1n4XYw5) * The National Basketball Association is seeking to double the TV-rights fees it receives from ESPN majority owner Walt Disney Co and Time Warner Inc's Turner Broadcasting, as the league looks to lock up deals for nationally televised games in the coming months, according to people familiar with the matter. (http://on.wsj.com/1rmQJzc) * Lou Eccleston, who led the fast-growing S&P Capital IQ division at McGraw Hill Financial Inc departed Monday to pursue other opportunities, according to an internal company memo. (http://on.wsj.com/1nBcafn) * The Justice Department is investigating possible pricing coordination among music publishing companies as it reviews the decades-old rules that govern the cost of licensing songs, according to people familiar with the matter. (http://on.wsj.com/Uaeo9W)   FT AbbVie is close to clinching a 31 billion pound ($52.75 billion) takeover of Shire, which sells drugs for rare diseases, in what would be the latest example of a U.S. company buying a European rival motivated by tax benefits. Citigroup Inc posted second-quarter earnings that beat analysts' estimates and agreed to pay $7 billion to settle a U.S. government probe into the sale of mortgage-backed securities. U.S.-based generic drugmaker Mylan said it would pay $5.3 billion for Abbott Laboratories' generic drugs unit, giving Mylan access to more than 100 generic medicines in developed markets outside of the United States. Airbus Group revealed plans on Monday for a new version of its popular A330 aircraft featuring more fuel-efficient engines, hoping to challenge Boeing Co's dominance in long-range passenger jets. Change Capital Partners is buying Italian luxury linens maker Frette, hoping to revive the 150-year-old company that supplied the Titanic and the Orient Express, according to a person familiar with the deal.   NYT * The $7 billion deal that Citigroup Inc agreed to strike with the Justice Department involves one of the largest cash penalties ever paid to settle a federal inquiry into a bank suspected of mortgage misdeeds. (http://nyti.ms/1qbJo8t) * Audit firm Ernst and Young LLP agreed to pay more than $4 million to settle accusations by the Securities and Exchange Commission that it violated independence rules by lobbying on behalf of two of its audit clients. (http://nyti.ms/WebVgn) * Yahoo Inc will live stream Dave Matthews Band's concert at The Jacksonville Veterans Memorial Arena in Jacksonville, Florida on Tuesday night, which will be the first in its ambitious partnership with Live Nation Entertainment Inc to supply free live video streams of a different concert each day for an entire year. (http://nyti.ms/1nqRQJ2) * IAC/InterActiveCorp has acquired parts of HowAboutWe, a Brooklyn-based start-up. Representatives for the Match Group and HowAboutWe confirmed the deal but would not disclose the price. HowAboutWe hosts a handful of online romance sites; its marquee offerings are HowAboutWe Dating, a matchmaking and date-suggestion service for singles, and HowAboutWe Couples, a date-suggestion service. (http://nyti.ms/1n55Ttp) * Twenty-First Century Fox Inc said that it was combining its broadcasting company and studio group into one business, reflecting the broader changes sweeping across the television landscape as global and digital outlets for programming proliferate. (http://nyti.ms/1zE01vq) * Three former top executives at Dewey & LeBoeuf, charged by New York prosecutors with breaking the law in a failed bid to keep the struggling law firm afloat, contend they always intended to pay back the firm's lenders and bond investors. (http://nyti.ms/1mcXe26)   Canada THE GLOBE AND MAIL ** The Ontario Liberals are promising to build more transit, dole out grants to businesses, create a new provincial pension plan and develop the Ring of Fire mineral deposit - all while balancing the budget in three years. (http://bit.ly/1ylcvX0) ** A new wave of court actions has been filed in relation to the Northern Gateway project, adding to the legal challenges dogging the C$7.9 billion ($7.36 billion) proposal and raising more questions about if and when it will proceed. (http://bit.ly/1qCDSri) Starting near Edmonton, Alberta, Enbridge Inc's Northern Gateway would run 1,177 km (730 miles) - mostly through the wilderness of northern British Columbia - to Kitimat, a deepwater port on the Pacific Coast. Reports in the business section: ** As mobile gaming becomes increasingly popular in China, Baidu Inc, China's biggest search engine company, is visiting Vancouver and Toronto to see if it can strike productive relationships with Canadian game developers. (http://bit.ly/1oD4828) NATIONAL POST ** The New Democratic Party's appeal for the Federal Court of Canada to overturn a decision by the House of Commons' governing body has been blasted by a Conservative backbencher as an attempt to take away power from Parliament and turn it over to the judiciary. (http://bit.ly/WetOvJ) ** Calgary police have arrested a suspect who is facing murder charges in the disappearance of Nathan O'Brien and his grandparents Alvin and Kathryn Liknes, but one relative says the family still hopes they are alive. (http://bit.ly/Weu0ee) FINANCIAL POST ** The dramatic rise of U.S. crude oil and natural gas production is disrupting even long-established trade flows inside Canada, as Alberta producers are increasingly finding themselves competing for - and losing - market share to American petroleum suppliers, even in their home province. (http://bit.ly/1r0LvtG) ** More than five years after the global recession kicked the legs out from under business jet demand, sales are gradually improving in the hardest-hit parts of the market, according to the head of Bombardier Inc's business aircraft division. (http://bit.ly/1zEqLfd)   Hong Kong  SOUTH CHINA MORNING POST -- New World Development Co Ltd plans to open its K11 Art Malls in 11 mainland cities, including Beijing, Guangzhou, Shenyang and Tianjin. It expects the shopping malls could rake in annual sales of 20 billion yuan ($3.26 billion) when they become operational, said Executive Director Adrian Cheng. (link.reuters.com/byg69t) -- Peach, Japan's first budget airline, will receive its tenth aircraft next month but continue to limit its network to a four-hour flying zone in order to maximise resources. The carrier would increase its fleet to 17 by 2015, said Chief Executive Shinichi Inoue. (link.reuters.com/cyg69t) -- Sales at two new residential property projects in Yuen Long over the weekend exceeded expectations, showing that buyers are becoming active again after a standstill due to the government's measures to cool the property market. (link.reuters.com/dyg69t) THE STANDARD -- Wheelock and Co Ltd has become the biggest developer in Tseung Kwan O South with the clinching of its latest site adding four plots worth nearly HK$10 billion ($1.29 billion) into its land bank. The company would invest up to HK$8.5 billion in the latest plot it acquired, said Managing Director Ricky Wong. (link.reuters.com/fyg69t) APPLE DAILY -- China All Access (Holdings) Ltd would continue to focus on the smartphone market and is participating in pilot production with TCL Communication Technology Holdings Ltd , said Chief Executive Director Shao Kwok Keung. -- Beijing Jingneng Clean Energy Co Ltd expects net profit for the first six months to increase by more than 35 percent from a year earlier, as gas-fired power and heat energy generation capacity grows.   Britain The Times WILLIAM HAGUE STANDS DOWN AMID BLOODY CABINET PURGE William Hague is standing down as British foreign secretary it was announced last night as Prime Minister David Cameron carried out a bloody cabinet purge. (http://thetim.es/1qb5yrk) SHIRE FINALLY TEMPTED BY 1 BLN STG MEGA-MERGER WITH U.S. RIVAL The blockbuster merger between Shire and AbbVie took a big step closer after the British drugs company announced it is willing to recommend a sweetened 31.4 billion pound ($53.43 billion) bid. (http://thetim.es/1qb5DLB) BRITISH BANK SUES TYCOON FOR 35 MLN STG AMID FRAUD CLAIMS Standard Chartered has launched a legal attack on the Chinese tycoon at the centre of a "missing metals" fraud scandal that has hit commodities trading at one of the world's busiest ports. (http://thetim.es/U5nvZp) The Guardian CO-OP BANK CHAIRMAN JOINS ALLIED IRISH BANK Veteran banker Richard Pym has been appointed chairman of Allied Irish Bank, the lender that received a 21 billion euro ($28.65 billion) bailout from the Irish taxpayer. (http://bit.ly/1npFEYN) CHINA CHARGES GSK FOREIGN CONSULTANTS WITH ILLEGAL INVESTIGATION Chinese prosecutors have formally indicted a British-U.S. couple on the charge of "illegally obtaining private information on Chinese citizens", one year after they were detained in connection with an increasingly murky bribery case against the British drugmaker GlaxoSmithKline. (http://bit.ly/1yj1qpA) INTEREST RATE FEARS PUT BRAKES ON SALES Shoppers put the brakes on spending last month amid concerns over the potential for higher interest rates, a retail industry report suggests. (http://bit.ly/1oW0OlE) The Telegraph CABLE BLOCKS 1 BLN STG SALE OF LAND REGISTRY IN WAKE OF BOTCHED ROYAL MAIL DEAL Britain's government has scrapped plans to privatise the Land Registry after Vince Cable vetoed the deal in the wake of Royal Mail's controversial flotation. (http://bit.ly/1wmVlp7) SCOTTISH INDEPENDENCE COULD SEE STERLING FALL 10 PCT, SAYS MORGAN STANLEY Scottish independence could see the value of sterling drop by up to 10 percent, leave the rest of the UK more exposed to financial risks and delay a decision on increasing interest rates beyond the general election. (http://bit.ly/1qaOoKy) KIDDICARE SOLD FOR 2 MLN STG TO ENDLESS PRIVATE EQUITY Supermarket group Morrisons has sold its childrenswear business, Kiddicare, for 2 million pounds to private equity firm Endless after a brief, but disastrous ownership. Morrisons bought Kiddicare for 70 million pounds in 2011 but suffered a 163 million pound write down on its investment. (http://bit.ly/WdgYh6) Sky News CITY WATCHDOG TO UNVEIL PAYDAY LOAN CAP Britain's financial regulator will unveil plans on Tuesday for a lower-than-expected cap on the cost of payday loans in a move that will create one of the world's most stringent regulatory regimes for the fast-credit industry. (http://bit.ly/1mbuaYI) The Independent BANK OF ENGLAND URGED TO RESOLVE JOBS 'CRISIS' BEFORE RAISING RATES BY TUC The Trades Union Congress will today seek to send a shot across the bows of hawks on the Bank of England's Monetary Policy Committee by warning that unemployment is still too high to contemplate a rise in interest rates. (http://ind.pn/1knB4ud)       Fly On The Wall 7:00 AM Market Snapshot    

14 апреля 2014, 10:09

Утренний брифинг от Saxo Bank: обзор рынков на 14 апреля 2014 года

Форекс: Евро торгуется с понижением  Этим утром евро торгуется с понижением относительно главных валют после того, как президент Европейского центрального банка Марио Драги (Mario Draghi) и ряд других его представителей высказались по поводу дополнительных стимулирующих мер, направленных на поддержку экономического роста и обуздания инфляции. Между тем, в фокусе рынка сегодня – показатели по промышленному производству Еврозоны, которые укажут на перспективы экономического роста в регионе. В США умы участников биржевой торговли сосредоточены на розничных продажах, которые, как ожидается, будут свидетельствовать о продолжающемся улучшении в марте. В 5 часов утра по GMT евро потерял 0,2 процента против американского доллара и британского фунта, торгуясь по цене 1,3855 доллара и 0,8278 фунта соответственно. Японская иена несколько выросла по сравнению с долларом США и прибавила 0,3 процента по отношению к евро. Австралийский доллар торгуется в боковом тренде против американского доллара. Европа: Рынок откроется в «минусе» Открытие германского фондового индекса DAX и французского CAC ожидается на 85 пунктов и 34 пункта ниже соответственно. Индекс Британской фондовой биржи FTSE100 откроется понижением на 38 пунктов. Публикация данных по промышленному производству Еврозоны; индекса потребительских цен Италии; мониторинга всех розничных продаж Великобритании запланирована на сегодня. Kuehne + Nagel International AG (KNIN), Risanamento SpA (RN), Wilex AG (WL6), Travel Viva AG (TV0), MP Evans Group (MPE), Carr’s Milling Industries (CRM), Networkers International (NWKI) и DDD Group (DDD) отчитаются по результатам своей деятельности. Как заявил председатель UBS AG (UBSN) Аксель Вебер (Axel Weber), швейцарские и междунардные регулирующие органы могут потребовать у банков поддерживать свою ликвидность после того, как банковские регуляторы США увеличили в этом месяце целевой уровень для соотношения собственных и заёмных средств крупнейших банков. По информации германской газеты «Tagesspiegel», Allianz SE (ALV) увеличит свои инвестиции в акции и развитие инфраструктуры в попытке повысить доходность в условиях низкой процентной ставки. Египетский миллиардер Нагуиб Савирис (Naguib Sawiris) может инвестировать 1-2 миллиарда американских долларов в Telecom Italia SpA (TIT), если её крупнейший владелец акций Telefonica SA (TEF) выйдет из группы, – пишет итальянский ежедневник «Il Sole 24 Ore». Как сообщает BBC Panorama, в Польше ведётся расследование в связи с подозрением GlaxoSmithKline (GSK) в подкупе врачей для продвижения своего препарата по лечению астмы Seretide. Glencore Xstrata (GLEN) объявила о подписании соглашения по продаже всего пакета акций медного рудника Las Bambas китайскому консорциуму, включающему в себя MMG Limited, Guoxin International Investment Corporation и Citic Metal Company. Так, по завершении сделки Glencore Xstrata получит 5,9 миллиарда долларов США наличными. По данным «The Telegraph», Punch Taverns (PUB) поручила Дину Мерриту (Dean Merritt) – эксперту по корпоративному реструктурированию Talbot Hughes McKillop – оказать поддержку в затянувшихся переговорах касательно долга компании в 2,3 миллиарда фунтов стерлингов. Азия: Рынок торгуется смешанно  Этим утром торги на азиатских площадках идут разнонаправленно. В Японии Toyota Motor (7203) прибавили в цене вслед за позитивной оценкой брокера. Amada (6113) продвинулись вперёд на двукратном увеличении годовой операционной прибыли. Fuji Heavy Industries (7270) и Honda Motor (7267) зарегистрировали повышение. Sharp (6753), напротив, опустились в силу планов компании привлечь около 200 миллиардов японских иен к концу марта 2015 года. Nippon Yusen KK (9101) отступили после падения на прошлой неделе индекса Baltic Dry Index (BDIY), отражающего стоимость перевозок сухого груза. В 5 часов утра по GMT индекс Токийской фондовой биржи Nikkei 225 торгуется на пять пунктов выше на отметке 13965,0. В Гонконге бумаги сектора недвижимости New World Development (17) и Sun Hung Kai Properties (16) торгуются в «плюсе». В Китае Sinopec Shanghai Petrochemical (600688) пошли вниз после того, как компания спрогнозировала убыток на первый квартал, в то время как Chongqing Changan Automobile (000625) подскочили ввиду возможности получения высокой прибыли за первый квартал. В Южной Корее ценные бумаги транспортного сектора Hyundai Glovis (086280) и Korean Air Lines (003490) зафиксировали спад. США: Фьючерсы торгуются ниже В 5 часов утра по GMT фьючерсы на S&P 500 торгуются на 2,7 пункта ниже. Публикация объёма розничных продаж и объёма товарно-материальных запасов планируется на сегодня. Citigroup ©, Kinder Morgan (KMI), American Airlines Group (AAL), M&T Bank Corporation (MTB), JB Hunt Transport Services (JBHT) и First Niagara Financial Group (FNFG) объявят о своих результатах сегодня. В пятницу в рамках продлённой торговой сессии акции биотехнологического сектора Synutra International (SYUT), Edwards Lifesciences(EW), Seattle Genetics (SGEN) и Synta Pharmaceuticals Corporation (SNTA) пошли вниз на 26,6 процента, 6,2 процента, 6,1 процента и 2,2 процента соответственно. Тогда как, ценные бумаги технологического сектора Yahoo! (YHOO) и Google (GOOG) развернувшись вверх, прибавили 0,7 процента и 0,5 процента соответственно. Отчёт по прибыли компаний выйдет на этой неделе. Herbalife (HLF) выросли на 0,8 процента, однако в последний час регулярной торговой сессии акции фирмы резко упали в связи с тем, что ведётся расследование представителями ФБР и Департаментом юстиции США в Манхэттене. Между тем, компания, по её словам, не получала информации о каком-либо ведущемся следствии Министерством юстиции или Федеральным бюро расследований. Во время пятничной регулярной торговой сессии американский фондовый индекс S&P 500 опустился на 0,9 процента, продолжив недельные потери. Бумаги фармацевтического сектора Biogen Idec (BIIB) и Vertex Pharmaceuticals (VRTX) отступили на 4,7 процента и четыре процента соответственно. JPMorgan Chase & Company (JPM) подешевели на 3,7 процента в силу отставания дохода и чистой прибыли за первый квартал от ожиданий рынка. Corning (GLW) упали на 1,9 процента по причине понижения брокером рейтинга акций компании с «Buy» до «Neutral». Gap (GPS) сократились на 2,3 процента из-за более высокого, чем ожидалось, падения мартовских сопоставимых продаж. ConocoPhillips (COP) подорожали на 1,7 процента после подтверждения компанией о том, что ей удастся оправдать годовой прогноз роста производства и улучшить финансовые показатели. Wells Fargo & Company (WFC) пошли вверх на 0,8 процента вследствие превзошедших ожидания аналитиков чистой прибыли за первый квартал. Сводка последних новостей МВФ извещает о негативных последствиях низкой инфляции  Комитет, отвечающий за политику Международного валютного фонда (МВФ) обратил внимание на то, что низкая инфляция препятствует восстановлению мировой экономики, и сказал о необходимости действий по устранению понижательнго давления на цены. М. Драги намекает на дополнительные меры по стимулированию экономики Как заявил глава ЕЦБ Марио Драги (Mario Draghi), центробанк намерен вводить дополнительные стимулирующие меры, если инфляция в валютном блоке останется на низком уровне. Драги также отметил, что повышение курса евро спровоцировало снижение инфляции, и дальнейший его рост может заставить ЕЦБ предпринять вспомогательные меры по его ослаблению. Б. Кюре: ЕЦБ готов рассмотреть покупку активов в случае необходимости Член исполнительного совета ЕЦБ Бенуа Кюре (Benoit Coeure) сообщил, что ЕЦБ может рассмотреть покупку активов для борьбы с низкой инфляцией в Еврозоне. При этом он добавил, что сначала центральный банк должен проанализировать целесообразность введения данной меры, а затем рассмотреть пути её реализации с точки зрения соответствия мандату центрального банка. Цены на жильё в Великобритании достигают нового максимума Согласно отчёту агентства по недвижимости Rightmove, в апреле средняя запрашиваемая цена на жильё в Великобритании достигли нового максимума в 262 594,0 британских фунта, поднявшись на 2,6 процента на месячной основе, относительно увеличения предыдущего месяца в 1,6 процента. Активность в сфере услуг Новой Зеландии растёт С учётом сезонной корректировки индекс активности в сфере услуг новой Зеландии в марте поднялся до 58,3 с пересмотренного февральского значения в 52,8. Материал предоставлен Saxo Bank

07 апреля 2014, 21:03

Hong Kong Anti-Poverty Campaign Chief Tells Poor People Not To Rely On Government, Must Help Themselves

In what would likely get her a daily (armed) drone surveillance package with blanket NSA supervision, if not outright burned at the stake in the US, Leonie Ki - who is the new head of Hong Kong's government campaign to alleviate poverty - dared to suggest what is the absolute anathema to any nanny state such as the US: instead of relying on the government for everything, people should achieve prosperity by their own hard work. Surely in the US words such as these would result in her being tar and feathered by at least half the population for daring to suggest something so loathsome to a nation which is increasingly convinced personal prosperity comes courtesy of government handouts of everything: from Obamaphones to Obamacare and, coming soon, Obamafood. SCMP reports: An advertising-industry veteran who rose to become an executive director of property giant New World Development, Ki has always believed the people of Hong Kong - a city she describes as a "blessed land" - must achieve prosperity by their own hard work, rather than by the government's help.   "The reason I'm willing to [take up Bless Hong Kong] is because I'm worried about Hong Kong," Ki says. "I believe Hong Kong has reached a critical point." Alas, most "developed" nations have reached a critical point, but very few are willing to diagnose the ills correctly and to fix them appropriately. A curious tangent here emerges in her relationship with communism - a topic getting increased attention, and traction, in some of the world's most formerly capitalist nations: Her attitude to the Communist Party - she encourages friends and young people she mentors to visit revolutionary sites - comes despite a youthful antipathy for the party.   One of her proudest achievements is helping create an exchange programme, set up with New World's sponsorship in 1998, under which mainland officials attend Harvard's Kennedy School of Government. Vice-President Li Yuanchao was among the beneficiaries of the programme.   "Before 1992, I was another typical Hongkonger with a phobia of communism," she once wrote. "From fear of having to adapt to acceptance ... I have been dedicated to understanding and communicating with [mainlanders] patiently." Said view has changed, but her clarity of vision in what is needed to fix social ills remains. Now, aged in her sixties, she believes that the mainland's miraculous economic development deserves wider recognition among Hong Kong's young people.   She also believes the next generation needs to strengthen their resolve.   "When we were young, we never waited for the government to do anything. We did it ourselves. What's gone wrong nowadays is that there are people who only wait for the government to rescue them." Well, times have changed. However, what really earns Ki brownie points is the following anecdote: She recounted in one of her books how Richard Boucher, the United States consul general in Hong Kong and now the deputy secretary general of the Organisation for Economic Co-operation and Development, repeatedly asked for a meeting at her office.   "I strongly resisted, as it [the request] was against protocol," said Ki. But in the end she gave in and hosted a 90-minute visit from the US representatives.   "Soon after they left, I was on the alert and asked my colleagues to check if there were any bugs under the tables or attached to the carpet." Smart woman. Perhaps after the inevitable collapse of the US insolvent crony capitofascist, wannabe socialist, totalitarian state in which only the 0.01% are "rewarded" while the middle class is butchered and everyone else is forced to habituate to Big Brother's ubiquotous presence in exchange for daily scraps, she can be one of the people tasked with remodeling the next iteration of US society into something that actually works.     

01 апреля 2014, 15:36

Frontrunning: April 1

GM enters harsh spotlight as Congress hearings begin (Reuters) Facebook's Zuckerberg earns $3.3bn through share options (BBC) Sheryl Sandberg has sold more than half her stake in FaceBook (FT) Chinese Dragnet Entangles Family of Former Security Chief, Zhou Yongkang (WSJ) NHTSA chief: GM did not share critical information with U.S. agency (Reuters) Citigroup uncovered rogue trading in Mexico, fired two bond traders (Reuters) Corporate America’s overseas cash pile rises to $947bn (FT) Thai anti-government protester killed, rekindling political crisis (Reuters) China Milk Thirst Hands U.S. Dairies Record 2014 Profits (BBG) Caterpillar accused of ‘shifting’ profits (FT) New iPhone 6 screens to enter production as early as May (Reuters) Draghi Europe Scenario Points to Lowflation Still Painful (BBG) NSA infiltrated RSA security more deeply than thought (Reuters) Russia Signals It Will Withdraw Troops From Ukraine Border (WSJ) Tesla's Model S Lock Can Be Opened With a Basic Hack (Gizmodo)   Overnight Media Digest WSJ * New problems in the federal health-insurance website stymied some of the hundreds of thousands of Americans trying to sign up at the last minute, prompting health plans and officials to brace for the complex task of enrolling people after Monday's official deadline. (http://r.reuters.com/sac28v) * Yahoo Inc is in preliminary talks to acquire online-video service News Distribution Network Inc, a deal that would help Chief Executive Marissa Mayer compete with Google Inc's YouTube for viewers and ad dollars. (http://r.reuters.com/kuc28v) * The Federal Bureau of Investigation is probing whether high-speed trading firms are engaging in insider trading by taking advantage of fast-moving market information unavailable to other investors. Among the types of trading under scrutiny is the practice of placing a group of trades and then canceling them to create the false appearance of market activity. (http://r.reuters.com/vac28v) * Federal Reserve Chairwoman Janet Yellen offered new assurances that the Fed intends to keep interest rates low, describing in unusually personal terms why the economy needs these policies to support a weak job market. Yellen's comments, coming less than two weeks after a Fed policy meeting where officials discussed the path to rate increases, were a notable affirmation of her commitment to low rates until the economy is much stronger. (http://r.reuters.com/zac28v) * General Motors Co's chief and the top U.S. auto-safety regulator will face off on Capitol Hill on Tuesday over auto defects linked to 13 deaths. Separately, GM said it was recalling 1.5 million vehicles for a power-steering issue. (http://r.reuters.com/cec28v) * The U.S. Chamber of Commerce, among the most powerful business lobbying organizations in Washington, is planning a second outpost in Silicon Valley in an effort to broaden its membership and clout. The Chamber is expected to announce Tuesday that its second-in-command, David Chavern, will relinquish his role as chief operating officer to lead the initiative. (http://r.reuters.com/fec28v) * A hepatitis C pill from Gilead Sciences Inc that costs $1,000 a day is on track to notch among the biggest sales ever for the first year of a newly approved drug, showing how hard it is for insurers to curb usage. It could ring up $5 billion in U.S. sales this year if current prescription patterns hold. Some analysts say the figure might reach $9 billion. (http://r.reuters.com/kec28v) * Caterpillar Inc has deferred or avoided paying $2.4 billion of U.S. taxes under a corporate restructuring 15 years ago that shifted most of the profits from overseas replacement-part sales to a Swiss subsidiary, according to a Senate subcommittee report. (http://r.reuters.com/pec28v) * An investment venture set up by former Xstrata Chief Executive Mick Davis and three colleagues looks to finance a new midsize metals and mining group. (http://r.reuters.com/sec28v) * A federal judge upheld the validity of a key U.S. patent for Eli Lilly & Co's blockbuster lung-cancer drug Alimta, a big legal victory that could relieve sales pressure for the drug maker later this decade. (http://r.reuters.com/tec28v) * MetLife Inc was hit with the largest New York state fine against an insurer - $50 million - to settle allegations that its international operations sold insurance in the state to multinational companies without proper licensing. (http://r.reuters.com/xec28v) * Arista Networks Inc disclosed plans to go public that come with an unusual twist: a dispute with one of its founders over software used in the startup's networking hardware. The company said it received breach-of-contract allegations from a company called Optumsoft Inc that was founded by David Cheriton, a Stanford University computer science professor who stepped down from Arista's board of directors on March 1. (http://r.reuters.com/buc28v) * U.S. safety regulators issued a new and long-awaited rule Monday to require auto makers to install rear-visibility technology in all new vehicles starting in May 2018, the latest in an effort to reduce injuries and deaths caused by backup accidents. (http://r.reuters.com/cuc28v) * Chevron Corp will pursue claims against Washington, D.C., based law firm Patton Boggs Llp against a $9.5 billion environmental verdict in Ecuador saying the firm played "a pivotal role" in concealing misdeeds behind the verdict. (http://r.reuters.com/guc28v) * Exxon Mobil Corp says future regulations to protect the climate don't threaten the value of its oil and gas reserves, arguing that economies will need the fuels too much to embrace drastic cuts in greenhouse-gas emissions. (http://link.reuters.com/huc28v) * Total compensation for Facebook Inc chief executive and founder Mark Zuckerberg tumbled 67 percent to $653,165 in 2013, as he declined to participate in the bonus plan for the year and took only a base salary of $1. (http://r.reuters.com/nuc28v) * Macy's Inc promoted Chief Merchandising Officer Jeffrey Gennette to president, giving the executive new responsibilities that could eventually pave the way for him to lead the company, people familiar with the situation said. (http://link.reuters.com/quc28v)   FT Swiss and British regulators stepped up their scrutiny of alleged manipulation of foreign exchange markets as watchdogs take a closer look at whether banks have a tight enough grip on the behaviour of their traders. Dutch bank ING said it would restart dividend payments from the next year once it finishes off the repayment of the government bailout sum of 1.23 billion pounds. The chief executive of Italy's biggest company Eni is sentenced to three years in prison over inadequate environmental standards at the Porto Tolle power plant at a time when Scaroni was CEO at Italian utility Enel. Luxury sports car maker Aston Martin is in discussions with Mercedes-Benz over building its first SUV and hopes to have the SUV in showrooms within three to four year, sources said late Monday. Lufthansa cancelled 3,800 flights for April 2-4, or virtually all of its operations, due to a planned walkout by pilots, in what would be one of the biggest strikes ever to hit the German airline.   NYT * The nation's top auto safety regulator will seek to cast blame on General Motors Co when he testifies on Tuesday before a House subcommittee looking into the ignition problem of Chevrolet Cobalts and other cars. In written testimony filed in advance, David Friedman, the acting administrator of the National Highway Traffic Safety Administration, argues that "G.M. had critical information that would have helped identify this defect." (link.reuters.com/wac28v) * Caterpillar Inc, the big American maker of heavy construction and mining equipment, used a subsidiary in Switzerland to avoid paying $2.4 billion of income taxes over 13 years, according to a Senate investigative report released on Monday. (link.reuters.com/xac28v) * Author Michael Lewis in his new book "Flash Boys" talks about a perverse system on Wall Street that has allowed certain professional investors to pay hundreds of millions of dollars a year to locate their computer servers close to stock exchanges so they can make trades milliseconds ahead of everyone else. (link.reuters.com/tac28v) * Workers at three Toyota Motor Corp assembly plants in Ontario will vote next week on whether to join Canada's largest union, an effort that could create the carmaker's only unionized shop in the country and the United States. (link.reuters.com/dec28v) * Six years ago, Congress mandated auto safety regulators to pass a federal standard by 2011 that would help keep drivers from running over small children as they backed up their vehicles. On Monday, after three years of repeated delays and a lawsuit, the National Highway Traffic Safety Administration announced the new rule: By May 2018, all new cars and light trucks must be equipped with rearview cameras. (link.reuters.com/hec28v) * The Federal Communications Commission approved measures on Monday that will free up more airwaves for Wi-Fi and wireless broadband. The agency also moved to help curb increasing cable rates for consumers, but in doing so cracked down hard on the ability of broadcast stations to negotiate jointly in competition with cable systems. (link.reuters.com/mec28v)   Hong Kong SOUTH CHINA MORNING POST -- Pressure is growing on Hong Kong's pan-democrat lawmakers to join a trip to Shanghai after pro-government figures said they would find a way for them to have an exclusive meeting with Beijing officials. (link.reuters.com/vab28v) -- Qianhai is planning to auction up to 15 parcels of land this year totalling 2.6 million square metres, a third of which will be sold only to Hong Kong companies as a way of attracting more investment from the city. (link.reuters.com/xab28v) -- The Securities and Futures Commission has obtained a Hong Kong court order to appoint interim receivers to take over the management of decorative paper maker Qunxing Paper after its major subsidiary secretly started a bankruptcy proceeding on the mainland. (link.reuters.com/heb28v) THE STANDARD -- Local yuan deposits rose 3 percent month-on-month to a record 920.35 billion yuan ($148.01 billion) as of February, but the trend may not be sustained amid the recent volatility in the currency. Yuan deposits account for 12.3 percent of the total deposits in Hong Kong. (link.reuters.com/meb28v) -- China Construction Bank plans to sell subordinated debt notes worth 20 billion yuan ($3.22 billion) to replenish capital and may also issue preference shares. (link.reuters.com/web28v) -- The People's Insurance Company of China will continue to increase its exposure to fixed-income investments in the coming year, according to Vice Chairman Li Liangwen. (link.reuters.com/xeb28v) HONG KONG ECONOMIC JOURNAL -- Chinese gold producer Zijin Mining Group Co Ltd plans to produce 34 tonnes of gold this year, an increase of 7 percent from the previous year, according to Chairman Chen Jinghe, but slower than the 20 percent growth in 2013. MING PAO DAILY NEWS -- Five major developers -- Sun Hung Kai Properties , Henderson Land, New World Development , Cheung Kong and Sino Land -- sold 2,700 flats for HK$21.1 billion ($2.72 billion) in the first quarter of 2014, a decrease of 19 percent in terms of the number of flats sold and 30 percent in terms of value when compared with the fourth quarter of 2013.   Britain The Telegraph BORIS: HEATHROW COULD OPERATE NEW HUB AIRPORT IN THAMES ESTUARY (http://link.reuters.com/feb28v) Boris Johnson is seeking to strike a compromise with Heathrow in the aviation capacity debate by offering the airport's owners a role in developing and operating a brand new hub in the Thames Estuary. LACK OF 'TOO BIG TO FAIL' PLAN COULD COST TAXPAYERS BILLIONS, WARNS IMF (http://link.reuters.com/geb28v) British banks deemed "too big to fail" are enjoying implicit government subsidies of up to $110 billion that could expose taxpayers to bail-outs costing hundreds of billions of pounds, the IMF has warned. The Guardian ROYAL MAIL: UNDERVALUING SHARES COSTS TAXPAYER 750 MLN STG IN ONE DAY (http://link.reuters.com/jeb28v) The public spending watchdog says the business secretary Vince Cable ploughed ahead with plans to float Royal Mail at a maximum price of 330 pence-a-share despite repeated warnings from City experts that the government had vastly undervalued the company. EXECUTIVE BONUSES FALL FOR THIRD YEAR (http://link.reuters.com/keb28v) Bonuses for Britain's business leaders are falling for a third year as companies feel the need to be fair to their workforces, according to consulting group PriceWaterCoopers. The Times Weir Group opens talks with rival over 8.5 bln stg deal (http://link.reuters.com/sab28v) It is understood that Weir Group is in talks with Metso Oyj, a Helsinki-listed company in much the same market of producing industrial pumps and valves for the global oil and gas and mining markets. BT accused of abusing rural broadband monopoly (http://link.reuters.com/neb28v) A report by Public Accounts Committee has accused BT of exploiting its monopoly position and criticised the Government for failing to deliver "meaningful competition". Sky News OSBORNE PLEDGES 'FULL EMPLOYMENT' FOR UK (http://link.reuters.com/zab28v) The Chancellor defined his commitment as making the country the "best place in the world to create a job, to get a job" and the place with the "highest employment rate of the world's largest economies". HOME SELLERS 'GETTING 96 PCT OF ASKING PRICE' (http://link.reuters.com/beb28v) Homeowners in Britain are now able to sell their properties on average at more than 96 percent of the asking price, according to a new survey. Hometrack said the rate is even better in some areas, and has now reached a decade-long high in London.       Fly on The Wall 7:00 AM Market Snapshot ECONOMIC REPORTS Domestic economic reports scheduled today include: Markit manufacturing PMI for March at 9:45--consensus 56.0 ISM manufacturing index for March at 10:00--consensus 54.0 Construction spending for February at 10:00--consensus up 0.1% ANALYST RESEARCH Upgrades Bridgepoint Education (BPI) upgraded to Outperform from Market Perform at BMO Capital Cullen/Frost (CFR) upgraded to Neutral from Underperform at Sterne Agee Gastar Exploration (GST) upgraded to Buy from Neutral at SunTrust Informatica (INFA) upgraded to Overweight from Equalweight at Barclays LabCorp (LH) upgraded to Buy from Neutral at UBS MEDNAX (MD) upgraded to Buy from Hold at Deutsche Bank NVIDIA (NVDA) upgraded to Outperform from Market Perform at JMP Securities National CineMedia (NCMI) upgraded to Overweight from Neutral at JPMorgan Overseas Shipholding (OSGIQ) upgraded to Outperform at Imperial Capital PennyMac (PFSI) upgraded to Buy from Hold at Jefferies Rubicon (RBCN) upgraded to Overweight from Neutral at JPMorgan Rush Enterprises (RUSHA) upgraded to Outperform from Market Perform at BMO Capital Tableau (DATA) upgraded to Outperform from Neutral at RW Baird United Continental (UAL) upgraded to Buy from Neutral at UBS Waddell & Reed (WDR) upgraded to Buy from Neutral at Goldman Downgrades Alaska Air (ALK) downgraded to Equal Weight from Overweight at Evercore Beam (BEAM) downgraded to Hold from Buy at Stifel Clean Harbors (CLH) downgraded to Hold from Buy at KeyBanc Oasis Petroleum (OAS) downgraded to Hold from Buy at Deutsche Bank Initiations 3D Systems (DDD) initiated with a Neutral at UBS American Eagle Energy (AMZG) initiated with a Buy at Wunderlich Aquinox (AQXP) initiated with a Buy at Jefferies Aquinox (AQXP) initiated with an Outperform at Cowen Associated Banc-Corp (ASBC) initiated with a Neutral at SunTrust Bright Horizons (BFAM) initiated with an Outperform at RBC Capital Cancer Genetics (CGIX) initiated with a Buy at Cantor Cinedigm (CIDM) initiated with an Overweight at Piper Jaffray Coupons.com (COUP) initiated with a Buy at BofA/Merrill Coupons.com (COUP) initiated with a Neutral at Goldman Delta Apparel (DLA) initiated with a Buy at Ascendiant Erickson Air-Crane (EAC) initiated with an In-Line at Imperial Capital Extreme Networks (EXTR) initiated with a Buy at Wunderlich HealthSouth (HLS) initiated with an Equalweight at Barclays Independent Bank (INDB) initiated with a Neutral at SunTrust JA Solar (JASO) initiated with an Outperform at Northland Securities Key Energy (KEG) initiated with an Outperform at Imperial Capital Landec (LNDC) initiated with an Outperform at Imperial Capital MB Financial (MBFI) initiated with a Neutral at SunTrust Old National Bancorp (ONB) initiated with a Neutral at SunTrust Pinnacle Financial (PNFP) initiated with a Buy at SunTrust Piper Jaffray (PJC) initiated with a Neutral at Susquehanna PrivateBancorp (PVTB) initiated with a Neutral at SunTrust Qlik Technologies (QLIK) initiated with an Outperform at Macquarie Signature Bank (SBNY) initiated with a Buy at SunTrust Splunk (SPLK) initiated with an Outperform at Macquarie Stratasys (SSYS) initiated with a Buy at UBS Tableau (DATA) initiated with a Neutral at Macquarie Wintrust Financial (WTFC) initiated with a Neutral at SunTrust COMPANY NEWS General Motors (GM) said it will take Q1 charge up to $750M for recall-related repairs and recalled 1.3M older models to fix power steering Macy's (M) named Jeffrey Gennette as president, effective immediately Amarin (AMRN) announced a co-promotion agreement with Kowa Pharmaceuticals America for its Vascepa capsules in the U.S. McDermott (MDR) said Q1 results may differ "substantially" from the company's current expectation An FDA committee unanimously recommended Durata's (DRTX) Dalvance Eli Lilly (LLY) patent for Alimta held up by court through 2022 EARNINGS Companies that beat consensus earnings expectations last night and today include: Gas Natural (EGAS), Intrexon (XON), Verint Systems (VRNT) Companies that missed consensus earnings expectations include: JGWPT Holdings (JGW), Checkpoint Systems (CKP), EveryWare Global (EVRY), Lifeway Foods (LWAY), CUI Global (CUI), WidePoint (WYY) NEWSPAPERS/WEBSITES Hewlett-Packard (HPQ) agreed to pay $57M to settle a shareholder lawsuit, Reuters reports BHP Billiton (BHP) considering spin-off of unwanted businesses, Reuters reports Sources: Yahoo (YHOO) in talks to buy online video service NDN, WSJ says Yahoo (YHOO) considers plans to close Shine, sources say, Re/code reports FBI probing high frequency traders, WSJ says Microsoft (MSFT) drops Azure prices in response to Google (GOOG), Amazon (AMZN), TechCrunch says GM's (GM) Chevrolet Cobalts were seen as lemons for years, NY Times says SYNDICATE 1347 Property Insurance (PIH) 1.89M share IPO priced at $8.00 Euroseas (ESEA) files to sell 28.41M shares of common stock for holders Kindred Biosciences (KIN) files to sell $50M of common stock Magnum Hunter (MHR) files to sell 4.3M shares of common stock for holders McDermott (MDR) files to sell 10M tangible equity units         

14 марта 2014, 12:25

Утренний брифинг от Saxo Bank: обзор рынков на 14 марта 2014 года

Форекс: Евро торгуется с понижением  Этим утром евро торгуется с понижением относительно большинства своих главных валют-конкурентов на фоне ослабленного желания инвесторов рисковать. Между тем, учитывая заявление президента Европейского центрального банка о понижательном воздействии сильного курса евро на инфляцию в Еврозоне, сегодня участники рынка, прежде всего, сосредоточатся на пересмотренном германском показателе инфляции потребительских цен за февраль. Что касается США, то в поле зрения трейдеров окажется индекс настроения потребителей от Reuters/Michigan, который, согласно ожиданиям, скажет о его улучшении в феврале. В 6 часов утра по GMT евро потерял по 0,1 процента против американского доллара и британского фунта, торгуясь по цене 1,3852 доллара и 0,8338 фунта соответственно. Японская иена выросла на 0,2 процента и 0,3 процента по сравнению с долларом США и евро соответственно ввиду увеличившегося спроса на безопасные валюты. Кроме того, как показал протокол последнего заседания Банка Японии по монетарной политике, в ближайшие несколько месяцев экономика Японии продолжит восстанавливаться умеренными темпами. Европа: Рынок откроется в «минусе» Открытие германского фондового индекса DAX и французского CAC ожидается на 48-71 пункт и 15-24 пункта ниже соответственно. Индекс Британской фондовой биржи FTSE100 откроется с понижением на 20-22 пункта. Публикация индекса потребительских цен Германии; объёма строительства и изменения числа занятых в Еврозоне; торгового баланса Испании; индекса цен производителей и на импорт Швейцарии; общего сальдо торгового баланса и сальдо баланса видимой торговли, объёма строительства и индекса ведущих экономических индикаторов от Conference Board в Великобритании запланирована на сегодня. Saipem SpA (SPM), Altice SA (ATC), Credito Emiliano SpA (CE), Gerry Weber International AG (GWI1), Industria Macchine Automatiche SpA (IMA), Engineering SpA (ENG), J D Wetherspoon (JDW) и Tribal Group (TRBG) отчитаются по результатам своей деятельности. Как сообщает Bloomberg, министр промышленности Франции Арно Монтебур (Arnaud Montebourg) планирует обратиться к председателю Vivendi SA (VIV) Жану-Рене Фурту (Jean-Rene Fourtou) с просьбой учесть необходимость сохранения французских рабочих мест и инвестиций при оценке продажи их телекоммуникационного филиала SFR. Carrefour SA (CA) рассматривает возможность частного размещения акций как более целесообразного варианта продажи доли бразильского подразделения по сравнению с первичным публичным размещением, что может привлечь около 2,1 миллиарда долларов США, – передаёт Reuters. Согласно прогнозу генерального директора Fiat SpA (F) Серджио Маркионне (Sergio Marchionne), прибыль за первый квартал должна увеличиться ввиду сильного общеотраслевого спроса в США. BP (BP/) достигла соглашения с Агентством по защите окружающей среды США, позволяющее компании вновь участвовать в тендерах на новые контракты американского правительства. Запрет был наложен после разлива нефти в Мексиканском заливе в 2010 году. Barclays (BARC) планирует сократить тысячи рабочих мест и может отстранить от должности со-руководителей инвестиционно-банковского подразделения Тома Кинга (Tom King) и Эрика Бомменсата (Eric Bommensath) в рамках реструктуризации своего проблемного филиала, – пишет «The Financial Times». Азия: Торги в «красном» Этим утром азиатские рынки торгуются в отрицательной зоне, продолжая потери на Уолл-стрит. В Японии Tokyo Dome (9681) отступили в силу прогноза компании о резком падении годовой прибыли. Бумаги экспортного сектора Sony (6758), Toyota Motor (7203) и Honda Motor (7267) подешевели после укрепления иены против главных мировых валют. Toshiba (6502) пошли вниз на фоне новостей о том, что компания подала иск против SK Hynix (000660) за нанесённый ущерб в предполагаемой утечке информации о её технологии флэш-памяти NAND. В 6 часов утра по GMT индекс Токийской фондовой биржи Nikkei 225 торгуется на 3,3 процента ниже на отметке 14330,0 пунктов. В Южной Корее Samsung Electronics (005930) и POSCO (005490) зарегистрировали снижение. В Гонконге New World Development (17) опустились после предложения компанией 2,4 миллиарда долларов на преобразование китайской New World China Land (917) в частную фирму. Тогда как, New World China Land (917), наоборот, показали рост. В Китае рынки торгуются с понижением после сокращения четырьмя инвестиционными банками прогноза экономического роста страны на 2014 год. China CITIC Bank (601998) потеряли в цене из-за сообщений Центрального банка Китая о прекращении совместного с Tencent Holdings (700) проекта виртуальных кредитных карт. Ценные бумаги Tencent Holdings (700) также зафиксировали убытки. США: Фьючерсы торгуются несколько выше В 6 часов утра по GMT фьючерсы на S&P 500 торгуются на 0,2 пункта выше. Публикация индекса настроения потребителей от Reuters/Michigan и индекса цен производителей планируется на сегодня. Intercept Pharmaceuticals (ICPT), Buckle (BKE),ANN Inc. (ANN), Hibbett Sports (HIBB), Cooper Tire & Rubber (CTB), Leap Wireless International (LEAP) и Brown Shoe Company (BWS) объявят о своих результатах сегодня. В четверг в рамках продлённой торговой сессии Ulta Salon Cosmetics & Fragrance (ULTA) выросли на 7,7 процента вследствие превзошедших ожидания рынка результатов четвёртого квартала. Крупная чистая прибыль за четвёртый квартал и оптимистичный годовой прогноз скорректированной прибыли и продаж обеспечила рост Mattress Firm Holding (MFRM) на 6,2 процента. Zumiez (ZUMZ), напротив, пошли вниз на 2,8 процента вслед за снижением в четвёртом квартале сопоставимых продаж в связи с более слабым, чем ожидалось, торговым трафиком во время праздничного периода с декабря 2013 по январь 2014 года. Отставание результатов четвёртого квартала от ожиданий аналитиков и неудовлетворительный прогноз на первый квартал привели к падению Aeropostale (ARO) на 11,9 процента. Во время вчерашней регулярной торговой сессии S&P 500 опустился на 1,2 процента после того, как мрачные экономические данные из Китая и растущая напряжённость вокруг ситуации с Украиной свели на нет более высокие, чем ожидалось, показатели розничных продаж и первичных заявок на получение пособия по безработице. PVH Corporation (PVH) отступили на 5,7 процента из-за понижения брокером рейтинга акций компании. Dollar General (DG) подешевели на 2,8 процента в силу прогноза прибыли компании на первый квартал, отставшего от рыночных оценок. Noble Corporation (NE), Diamond Offshore Drilling (DO) и Transocean (RIG) потеряли 4,6 процента, 4,3 процента и 3,1 процента соответственно на заявлении брокера о более низком, чем прогнозировалось рынком, спросе на глубоководную буровую установку. CenterPoint Energy (CNP) подорожали на 2,2 процента после того, как агентство Fitch Ratings подтвердило долгосрочный кредитный рейтинг компании на уровне «BBB» со стабильным прогнозом. Amazon.com Inc. (AMZN) прибавили 0,2 процента на сообщениях компании о повышении годовой стоимости премиум-подписки Prime. Сводка последних новостей Дефицит бюджета США показывает рост В феврале дефицит американского бюджета составил 193,5 миллиарда долларов США, при этом пересмотренный показатель дефицита предыдущего месяца равен 10,3 миллиарда долларов. М. Драги: Сильный евро усугубляет инфляционную обстановку в Еврозоне Глава ЕЦБ Марио Драги (Mario Draghi) считает, что повышенный курс евро оказывает понижательное воздействие на инфляцию в Еврозоне, что заставляет центральный банк разрабатывать дополнительные нестандартные меры денежно-кредитного регулирования с целью подавления дефляционных угроз в случае такой необходимости. Японская экономика восстанавливается согласно прогнозам Как показал протокол последнего заседания по кредитно-денежной политике Банка Японии, национальная экономика и инфляция развиваются в соответствии с банковским прогнозом и восстановление экономики обещает продолжиться. Промышленное производство Японии идёт вверх меньше ожиданий На годовой основе объём промышленного производства Японии в январе увеличился на 10,3 процента, не дотянув до предварительной оценки роста в 10,6 процента; в декабре 2013 года повышение составляло 7,1 процента. Активность в производственном секторе Новой Зеландии немного падает С учётом сезонной корректировки новозеландский индекс активности в производственном секторе опустился в феврале до 56,2 относительно пересмотренного значения в 56,3 прошлого месяца. Материал предоставлен Saxo Bank