Börsipäev 17. aprill

Balti põhinimekirjas tehti neljapäeval 3427 tehingut ning käive oli 2,05 miljonit eurot, millest Tallinna börsi käive moodustas 1,05 mln eurot ning Vilniuse börsi käive 0,96 mln eurot. Tehinguid tehti vastavalt 2149 ning 1133.

Enimkaubeldud aktsiad olid:

Suuremad tõusjad ja langejad olid:

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USA riskivarad jätkasid eile Lähis-Ida sõjategevuse lõppemise lootuses liikumist kõrgemale, kuid kuna indeksid on pärast kahenädalast tõusu tagasi uutel rekordkõrgetel tasemetel ja suuremad tehnoloogiafirmad avaldavad peagi oma esimese kvartali majandustulemusi, on ostmise entusiasm vaibunud. S&P 500 registreeris 0,3% tõusuga 7041,28 punktil siiski uue rekordi ja Nasdaq 100 indeks kerkis eile 0,5% samuti uuele kõrgpunktile (26 333 punkti). Euroopas lõpetas Stoxx 600 0,1% miinuses, kuna indeksit mõjutasid peamiselt easyJeti kasumihoiatus ning Lufthansa teade vähendada kasvavate kulude tõttu mahtusid.

Ühendriikide esmaste töötu abiraha taotluste arv langes läinud nädalal 219 tuhandelt 207 tuhandele, osutudes madalamaks 213 tuhande suurusest ootusest. Eelnev tõus 219 tuhandele oli tõenäoliselt tingitud lihavõttepühaga seotud korrigeerimise raskusest, mida eelmise nädala langus kinnitas. Tegemist on üsna madala tasemega ja see kõneleb tööturust, kus pole näha suuremahulisi koondamisi. Abiraha saajate koguarv kerkis 4. aprillil lõppenud nädalal 1,787 mln pealt 1,818 mln peale.

USA Philadelphia Fedi töötleva tööstuse aktiivsus tõusis aprillis 18,1 punktilt 26,7 punktile, ületades 10 punktist ootust ning viidates sarnasele tendentsile nagu New Yorgi küsitlus. Niisamuti viitas sealne sisendihindade indeksite tõus sellele, et Iraani sõjast tingitud kulude kasv on äritegevusse jõudmas (makstud hindade indeks kerkis 15 punkti võrra 59,3 punktile, saavutades kõrgeima taseme alates augustist, ning saadud hindade indeks tõusis 21,2 punktilt 33,5 punktile, mis oli samuti kõrgeim alates augustist).

Aasia aktsiaturgudel võeti enne potentsiaalselt nädalavahetusele jäävat Iraani–USA läbirääkimist kasumit: Nikkei langes 1,1%, Hang Seng alanes 1,3%, Shanghai Composite tuli 0,2% allapoole ja Kospi nõrgenes 0,5%. Brenti toornafta langes 1,3% 98,1 dollarile, Bitcoin odavnes 0,7% 74 721 dollarile ja EUR/USD püsis 1,1783 dollaril. Unts kulda maksis 4799,6 dollarit (+0,2%).

Täna ei ole ühtegi olulist majandusuudist tulemas.
tabbsel

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Suuremad eelturu liikumised Saksamaal ja Euroopas:

DAX:

  • Deutsche Boerse (DB1 TH) +1.2%

MDAX:

  • Delivery Hero (DHER TH) +3.3%
    –Uber Buys More Stake in Delivery Hero in €270m Deal: FT
  • Hensoldt (HAG TH) +2.1%
    –Hensoldt Rated New Buy at Stifel; PT 90 euros

SDAX:

  • Heidelberger Druck (HDD TH) +1.4%
  • Borussia Dortmund (BVB TH) -1%

Stoxx 600:

  • Delivery Hero (DHER TH) +2.3%
  • EasyJet (EJT1 TH) +1.6%
  • Hensoldt (HAG TH) +1.5%
  • Mercedes (MBG TH) +1.2%
  • Deutsche Boerse (DB1 TH) +1.2%
    –Deutsche Boerse Upgraded to Buy from Neutral by Bank ofAmerica
  • Orsted (D2G TH) +1.1%
    –Ørsted Upgraded to Buy from Hold by SEB
  • Var Energi (J4V TH) +1%
  • Nordex (NDX1 TH) -1.1%
  • Knorr-Bremse (KBX TH) -1.3%
  • Campari (58H TH) -1.3%
  • ASML (ASME TH) -1.4%
  • Yara (IU2 TH) -1.5%
    –Yara Downgraded to Hold from Buy by Danske Bank
  • Norsk Hydro (NOH1 TH) -1.8%
    –Watch European Aluminum Stocks After Alcoa Earnings Disappoint
  • Ericsson (ERCB TH) -6.7%
    –Ericsson First-Quarter Profit Misses Estimates on Sluggish Sales
  • Alstom (AOMD TH) -16%
    –Alstom Scraps Finance Targets as Rail Delays Hit Profit
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Reitingute muudatused Euroopas:

Upgrades

  • BP Raised to Outperform at BNP Paribas
  • Bossard Raised to Neutral at UBS; PT 156 Swiss francs
  • Deutsche Boerse Raised to Buy at BofA
  • Eni Raised to Outperform at BNP Paribas
  • Gjensidige Raised to Buy at Pareto Securities
  • Orsted Raised to Buy at SEB Equities; PT 190 kroner
  • Reckitt Raised to Buy at Kepler Cheuvreux
  • Technoprobe Raised to Buy at Equita; PT 21 euros
  • TotalEnergies Raised to Outperform at BNP Paribas

Downgrades

  • Alstom Cut to Hold at Deutsche Bank; PT 23 euros
  • Aurubis Cut to Hold at Kepler Cheuvreux
  • Barry Callebaut Cut to Reduce at Kepler Cheuvreux
  • Elisa Cut to Accumulate at Inderes; PT 44 euros
  • HBX Group International Cut to Equal-Weight at Morgan Stanley
  • Inficon Cut to Hold at Research Partners; PT 118 Swiss francs
  • Norsk Hydro Cut to Equal-Weight at Morgan Stanley; PT 103 kroner
  • Saipem Cut to Neutral at Intesa Sanpaolo; PT 4.30 euros
  • Shell Cut to Neutral at BNP Paribas
  • Taylor Wimpey Cut to Hold at Investec; PT 81 pence
  • Terveystalo Cut to Reduce at Inderes; PT 9.30 euros

Initiations

  • Hensoldt Rated New Buy at Stifel; PT 90 euros
  • SK hynix Inc GDRs Rated New Buy at HSBC; PT $1,267.61
  • Skanska Reinstated Buy at Deutsche Bank; PT 300 kronor

USA ja Kanada aktsiate soovituste muudatused:

Upgrades
** BP (BP/ LN) ADRs Raised to Outperform at BNP Paribas; PT $57
** Chevron (CVX) Raised to Outperform at BNP Paribas
** Eni (ENI IM) ADRs Raised to Outperform at BNP Paribas; PT $64.30
** Exxon (XOM) Raised to Neutral at BNP Paribas; PT $165
** Lufax (LU) ADRs Raised to Neutral at JPMorgan; PT $2
** Onto Innovation (ONTO) Raised to Buy at Stifel; PT $350
** Postal Realty (PSTL) Raised to Outperform at BMO; PT $23
** STMicro (STMPA FP) ADRs Raised to Outperform at Mizuho Securities
** Texas Instruments (TXN) Raised to Neutral at Mizuho Securities

Downgrades
** Agree Realty (ADC) Cut to Market Perform at BMO; PT $86
** Albemarle (ALB) Cut to Neutral at Baird; PT $210
** Apellis Pharma (APLS) Cut to Equal-Weight at Wells Fargo; PT $41
** Camtek/Israel (CAMT) Cut to Hold at Stifel; PT $185
** Clorox (CLX) Cut to Underweight at JPMorgan; PT $99
** Exelon (EXC) Cut to Neutral at Mizuho Securities; PT $48
– Cut to Market Perform at BMO; PT $49
–Cut to Equal-Weight at Barclays; PT $49
** First Capital REIT (FCR-U CN) Cut to Hold at Canaccord; PT C$24.40
** Floor & Decor (FND) Cut to Underperform at BofA; PT $45
** Fluence Energy (FLNC) Cut to Sell at UBS; PT $8
** Global Net Lease (GNL) Cut to Market Perform at BMO; PT $10
** Newmont Corp (NEM) Cut to Sector Perform at National Bank; PT $130
** NXP Semi (NXPI) Cut to Underperform at Mizuho Securities
** Shell (SHEL LN) ADRs Cut to Neutral at BNP Paribas; PT $101
** Soleno (SLNO) Cut to Equal-Weight at Wells Fargo; PT $53

Initiations
** Amneal Pharma (AMRX) Rated New Buy at UBS; PT $19
** Atrium Mortgage Investment (AI CN) Rated New Buy at Canaccord
** Corvus Pharmaceuticals (CRVS) Rated New Buy at Goldman; PT $40
** Definium Therapeutics In (DFTX) Rated New Buy at Stifel; PT $30
** FirstEnergy (FE) Rated New Hold at TD Cowen; PT $56
** Four Corners Property (FCPT) Rated New Market Perform at BMO; PT $27
** FrontView REIT (FVR) Rated New Outperform at BMO; PT $20
** Golub Capital (GBDC) Rated New Outperform at RBC; PT $15
** H2O America (HTO) Rated New Hold at TD Cowen; PT $64
** Immunic Inc (IMUX) Rated New Buy at Stifel; PT $2.50
** Netstreit (NTST) Rated New Outperform at BMO; PT $24
** Northwest Natural (NWN) Rated New Hold at TD Cowen; PT $58
** RB Global (RBA CN) Rated New Equal-Weight at Stephens; PT C$131.55
** Repligen (RGEN) Rated New Buy at Rothschild & Co Redburn; PT $160
** Spire (SR) Rated New Hold at TD Cowen; PT $101
** W&T Offshore (WTI) Rated New Outperform at William Blair
** Woodward (WWD) Rated New Outperform at RBC; PT $450

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IRAN’S FOREIGN MINISTER ARAGHCHI SAYS: IN LINE WITH THE CEASEFIRE IN LEBANON, THE PASSAGE FOR ALL COMMERCIAL VESSELS THROUGH STRAIT OF HORMUZ IS DECLARED COMPLETELY OPEN FOR THE REMAINING PERIOD OF CEASEFIRE

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Ei saa aru, millest selline eufooria!
Pullilõks???
#Trump says U.S. blockade still active

Iran says its closing Strait of Hormuz again until US lifts naval blockade on its ports

https://www.youtube.com/watch?v=4RrKE1whMVY&t=103s

Kõik pullid suunati aedikusse ja väravad löödi kinni.
Läheb vist veristamiseks :smile:

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