MLNX eelturult ei ostaks -> peale openingi maby, näeks päevasees vähemalt +5%
Barclay defendib oma osta reitingut ja PT 140
Stock viimasel ajal üsna alla müüdud, ORCL confil suht pos noodid segmendist
CEO eile AH Bloomis ülipos
http://www.bloomberg.com/video/waldman-mellanox-has-the-fastest-interconnects-cB_LHq2SQhKlxtTQWPHSgQ.html
FedExi tulemused oodatust paremad, Q3 ootus konsensusest nõrgem, FY13 sama
FedEx prelim $1.50 (ex-$0.11 Sandy impact) vs $1.41 Capital IQ Consensus Estimate; revs $11.1 bln vs $10.82 bln Capital IQ Consensus;FedEx sees Q3 $1.25-1.45 vs $1.46 Capital IQ Consensus Estimate; reaffirms FY13 $6.20-6.60 vs. 6.32 consensus
FedEx prelim $1.50 (ex-$0.11 Sandy impact) vs $1.41 Capital IQ Consensus Estimate; revs $11.1 bln vs $10.82 bln Capital IQ Consensus;FedEx sees Q3 $1.25-1.45 vs $1.46 Capital IQ Consensus Estimate; reaffirms FY13 $6.20-6.60 vs. 6.32 consensus
Itaalia 10a võlakirjade preemia Saksa omade suhtes on alla 300 bp-i.
GM on vähendamas valitsuse osalust ettevõttes, ostes 5,5 miljardi dollari eest 200 miljonit aktsiat tagasi eilset sulgumistasemest 7,8% kõrgemalt @ 27.5 USD. Aktsia on liikunud eelturul selle taseme juurde. Järelejäävad 300 miljonit aktsiat müüb valitsus 12-15 kuu jooksul.
Gapping down
In reaction to earnings/guidance: SYMM -10% (light volume), NAV -5.3%, HNT -4.5%, EGN -4.5%
Other news: ONTY -62.2% (Announces that L-BLP25 (Stimuvax) Did Not Meet Primary Endpoint of Improvement in Overall Survival in Pivotal Phase 3 Trial in Patients with Non-Small Cell Lung Cancer), NXPI -7.7% (still checking), TMH -1.8% (commences secondary offering of 8 mln shares of common stock), GPOR -1.6% (prices underwritten public offering of 11 mln shares of its common stock at $38.00 per share), HLSS -1.3% (prices follow-on equity offering of 25.3 mln ordinary shares at $19.00 per share), AA -0.7% (Moody's reviews Alcoa's ratings for downgrade).
Analyst comments: BIDU -0.8% (Baidu initiated with a Sell at Maxim), WFC -0.7% (downgraded to Equal-Weight from Overweight at Morgan Stanley, downgraded to Equal Weight from Overweight at Evercore), AXP -0.4% (downgraded to Equal Weight from Overweight at Evercore)
In reaction to earnings/guidance: SYMM -10% (light volume), NAV -5.3%, HNT -4.5%, EGN -4.5%
Other news: ONTY -62.2% (Announces that L-BLP25 (Stimuvax) Did Not Meet Primary Endpoint of Improvement in Overall Survival in Pivotal Phase 3 Trial in Patients with Non-Small Cell Lung Cancer), NXPI -7.7% (still checking), TMH -1.8% (commences secondary offering of 8 mln shares of common stock), GPOR -1.6% (prices underwritten public offering of 11 mln shares of its common stock at $38.00 per share), HLSS -1.3% (prices follow-on equity offering of 25.3 mln ordinary shares at $19.00 per share), AA -0.7% (Moody's reviews Alcoa's ratings for downgrade).
Analyst comments: BIDU -0.8% (Baidu initiated with a Sell at Maxim), WFC -0.7% (downgraded to Equal-Weight from Overweight at Morgan Stanley, downgraded to Equal Weight from Overweight at Evercore), AXP -0.4% (downgraded to Equal Weight from Overweight at Evercore)
Gapping up:
In reaction to earnings/guidance: ORCL +2.3%, GIS +1.7%, FDX +1.5%, APOG +1.2%, HEI +1.2%.
M&A news: RMCF +25.5% (PST Capital Group announced $13.50 per share offer for the company), KCG +8.3% (Knight Capital Group confirms GETCO deal; Knight shareholders (other than GETCO) will have the right to elect to receive $3.75 per share in cash or one share of common stock of the new holding company), MSA +2.9% (gapping up after CNBC's Cramer suggested the company as takeover target), GDI +4.8% (continued SPW for GDI speculation), ALTE (halted, Markel to Acquire Alterra for Approximately $31 Per Share in Stock and Cash), .
Financial related names showing strength: NBG +11.1%, LYG +2.3%, BCS +1.5%, HBC +1.4%, UBS +1.4%, RF +1.4% (upgraded to Overweight from Equal-Weight at Morgan Stanley), C +0.8% (upgraded to Overweight from Equal-Weight at Morgan Stanley), MS +0.7% (Morgan Stanley upgraded to Overweight from Equal Weight at Evercore ), .
A few metals/mining stocks trading higher: GOLD +1.7%, GFI +1.6%, BHP +1.4%, HMY +1.2%.
Select oil/gas related names showing early strength: PBR +1.9% (entered into an agreement with Vale to purchase 100% of the shares issued by AraucAria Nitrogenados ), TOT +1.7%, STO +1.4%, KOG +1.4% (Kodiak Oil & Gas announced that its Board has approved a $775 mln 2013 CAPEX budget, up from $750 in 2012; KOG projects to average 29-31K BOE/d in sales volumes for 2013, which would exceed 80% YoY sales volumes growth), RIG +1%.
Other news: BTH +10.2% (Blyth Industries and ViSalus founders execute new agreement: founders to retain significant ownership interest in Visalus ), GM +5.9% (Treasury to exit GM investment in next 12-15 mos; GM to purchase 200 mln shares from Treasury at $27.50), DLPH +4.5% (DLPH to replace TIE in the S&P 500), MLNX +3.4% (still checking), NOK +3.1% (planning collaboration for Windows Slate with QCOM, according to reports), QGEN +1.6% (still checking), MO +1.3% (reaches agreement with nineteen states to resolve MSA payment adjustment disputes ), F +1.1% (following GM news), DELL +0.7% (Dell reaches agreement to acquire Credant, a provider of data protection solutions), KBR +0.6% (ticking higher, Increases quarterly Dividend).
Analyst comments: STX +1.2% (upgraded to Buy from Hold at Craig Hallum), WDC +1% (upgraded to Buy from Hold at Craig Hallum), PNRA +0.6% (Panera Bread upgraded to Outperform from Neutral at Wedbush )
In reaction to earnings/guidance: ORCL +2.3%, GIS +1.7%, FDX +1.5%, APOG +1.2%, HEI +1.2%.
M&A news: RMCF +25.5% (PST Capital Group announced $13.50 per share offer for the company), KCG +8.3% (Knight Capital Group confirms GETCO deal; Knight shareholders (other than GETCO) will have the right to elect to receive $3.75 per share in cash or one share of common stock of the new holding company), MSA +2.9% (gapping up after CNBC's Cramer suggested the company as takeover target), GDI +4.8% (continued SPW for GDI speculation), ALTE (halted, Markel to Acquire Alterra for Approximately $31 Per Share in Stock and Cash), .
Financial related names showing strength: NBG +11.1%, LYG +2.3%, BCS +1.5%, HBC +1.4%, UBS +1.4%, RF +1.4% (upgraded to Overweight from Equal-Weight at Morgan Stanley), C +0.8% (upgraded to Overweight from Equal-Weight at Morgan Stanley), MS +0.7% (Morgan Stanley upgraded to Overweight from Equal Weight at Evercore ), .
A few metals/mining stocks trading higher: GOLD +1.7%, GFI +1.6%, BHP +1.4%, HMY +1.2%.
Select oil/gas related names showing early strength: PBR +1.9% (entered into an agreement with Vale to purchase 100% of the shares issued by AraucAria Nitrogenados ), TOT +1.7%, STO +1.4%, KOG +1.4% (Kodiak Oil & Gas announced that its Board has approved a $775 mln 2013 CAPEX budget, up from $750 in 2012; KOG projects to average 29-31K BOE/d in sales volumes for 2013, which would exceed 80% YoY sales volumes growth), RIG +1%.
Other news: BTH +10.2% (Blyth Industries and ViSalus founders execute new agreement: founders to retain significant ownership interest in Visalus ), GM +5.9% (Treasury to exit GM investment in next 12-15 mos; GM to purchase 200 mln shares from Treasury at $27.50), DLPH +4.5% (DLPH to replace TIE in the S&P 500), MLNX +3.4% (still checking), NOK +3.1% (planning collaboration for Windows Slate with QCOM, according to reports), QGEN +1.6% (still checking), MO +1.3% (reaches agreement with nineteen states to resolve MSA payment adjustment disputes ), F +1.1% (following GM news), DELL +0.7% (Dell reaches agreement to acquire Credant, a provider of data protection solutions), KBR +0.6% (ticking higher, Increases quarterly Dividend).
Analyst comments: STX +1.2% (upgraded to Buy from Hold at Craig Hallum), WDC +1% (upgraded to Buy from Hold at Craig Hallum), PNRA +0.6% (Panera Bread upgraded to Outperform from Neutral at Wedbush )
November Building Permits 899K vs 876K Briefing.com consensus; Prior revised to 868K from 866K
November Housing Starts 861K vs 875K Briefing.com consensus; Prior revised to 888K from 894K
November Housing Starts 861K vs 875K Briefing.com consensus; Prior revised to 888K from 894K
AlariÜ
MLNX eelturult ei ostaks -> peale openingi maby, näeks päevasees vähemalt +5%
Barclay defendib oma osta reitingut ja PT 140
Stock viimasel ajal üsna alla müüdud, ORCL confil suht pos noodid segmendist
CEO eile AH Bloomis ülipos
http://www.bloomberg.com/video/waldman-mellanox-has-the-fastest-interconnects-cB_LHq2SQhKlxtTQWPHSgQ.html
MLNX - juulis guido sigalakke,Barc tulemuste järgselt lendu viib tgt 100 peale, edasi liikudes tõstab selle 120 kandis 140 juurde. Siis lahkub CFO, MLNX saab peksa sutsu, Barc defendib. Siis tuleb inline guidoga (mis, ei olegi enam revenue +50% tõstmist), saab jälle peksa sutsu, Barc defendib, siis ningid INTC mured, saab peksa sutsu, Barc defendib. Kuidas üles annab targetit korrigeerida, aga alla kaasa ei tulda? Noh, kui midagi katki ei ole ja ORCL confil tõesti miskit oli, siis on sigahea ostukoht, aga Barc target on tema isiklik traagika minu meelest.
ymera,
Räägi parem BIDU init sell by MAXIM, tundub nati jabur
Aga ei oska sellest endisedt OPCO Dr. Echo Ying Hui He midagi arvata
Räägi parem BIDU init sell by MAXIM, tundub nati jabur
Aga ei oska sellest endisedt OPCO Dr. Echo Ying Hui He midagi arvata
Ei oska midagi arvata. Miks kedagi peaks see huvitama üldse? SINA-ga tegi samasuguse nikerduse üle aasta tagasi, juhuslikult sai pihtagi versus praegune hind, aga ei suuda seda kuidagi oluliseks juua.
No ma kalduks arvama, et pigem ostukoht aga BIDU viimasel ajal väga haavatav olnud
Kõigepealt
Craig-Hallum Capital Raised STX to Buy from Hold, price target: $40 ja WDC $54
Nüüd hiljem
Hearing Cleveland Research makes cautious comments on STX, WDC
Kumb nendest tugevam maja on?
Craig-Hallum Capital Raised STX to Buy from Hold, price target: $40 ja WDC $54
Nüüd hiljem
Hearing Cleveland Research makes cautious comments on STX, WDC
Kumb nendest tugevam maja on?
ORCL
Q1 Hardware sales 779M -24% YoY
Q2 HW 734M -23% YoY
See teeb -6% QoQ
Ma olen üsna rumal ja ei näe kuidagi, kuidas see peaks MLNX nüüd väga positiivne olema.. aga arvestades kui palju on müüki saanud siis ei imestaks kui läheks üles.
Q1 Hardware sales 779M -24% YoY
Q2 HW 734M -23% YoY
See teeb -6% QoQ
Ma olen üsna rumal ja ei näe kuidagi, kuidas see peaks MLNX nüüd väga positiivne olema.. aga arvestades kui palju on müüki saanud siis ei imestaks kui läheks üles.
STX, WDC. Kõik lüütikud neg. Short int on tõusnud megasuureks, ometi on stockid üles liikumas. Praegune E versus tulevane. Täna ei näe küll, et mingi selloff siin tuleks. Iseasi, kui oluline see ug-gi on.
krookus
Ei tea kas sellest püssi teemast juba teistpidi pauku ei hakka tulema?
Kae ,tuligi pauk! Täitsa lambist.Kuigi SWHC sai dg, mis minu arust oli hiljaks jäänud.
Citroni järjekordse rünnaku alla on sattunud nüüd ISRG- aktsia kauplemas 3% miinuspoolel ($ 531)
Intuitive Surgical: Weakness being attributed to cautious Citron Research comment
Pikemalt saab lugeda siit:
Has the Halo been Broken on Intuitive Surgical?
Intuitive Surgical: Weakness being attributed to cautious Citron Research comment
Pikemalt saab lugeda siit:
Has the Halo been Broken on Intuitive Surgical?
Herbalife: CNBC says Ackman's new short position is HLF
Earlier weakness in HLF was attributed to Pershing's Bill Ackman presenting at an Ira Sohn conference tomorrow morning at 9:30am. In the conference description, it is said that Mr. Ackman will announce a previously undisclosed position.
HLF lühikeseksmüüjate sihikul taas, aktsia hetkel kauplemas ligi 10% miinuspoolel, kuna Bill Ackman on võtnud HLF-s lühikese positsiooni.
Earlier weakness in HLF was attributed to Pershing's Bill Ackman presenting at an Ira Sohn conference tomorrow morning at 9:30am. In the conference description, it is said that Mr. Ackman will announce a previously undisclosed position.
HLF lühikeseksmüüjate sihikul taas, aktsia hetkel kauplemas ligi 10% miinuspoolel, kuna Bill Ackman on võtnud HLF-s lühikese positsiooni.
Selle oleks võinud veel vähem likviidsel päeval teatavaks teha :)
Ackman lasi sealt häppi välja CC ajal ja hind oli 70 kandis. Stock ei ole kosunud sellest ajast saadik. Oleks argipäevane turg, oleks jul short, aga et on jõulueelne, siis poole vinnaga. Ta mõjutab aktsiahindasid olgu öeldud vabanduseks.
See oleks nagu hääletaks Laagri Maksimarketi juures, sooviga minna Pärnusse. Peatub auto, Buffett vaatab sulle näkku ja ütleb, et ta läheb Märjamaale. Loomulikult lähed peale.
Ackman lasi sealt häppi välja CC ajal ja hind oli 70 kandis. Stock ei ole kosunud sellest ajast saadik. Oleks argipäevane turg, oleks jul short, aga et on jõulueelne, siis poole vinnaga. Ta mõjutab aktsiahindasid olgu öeldud vabanduseks.
See oleks nagu hääletaks Laagri Maksimarketi juures, sooviga minna Pärnusse. Peatub auto, Buffett vaatab sulle näkku ja ütleb, et ta läheb Märjamaale. Loomulikult lähed peale.
Herbalife CEO says Ackman participating in market manipulation
Herbalife CEO Michael Johnson speaking on CNBC.
1 tund minna.
Herbalife CEO Michael Johnson speaking on CNBC.
1 tund minna.