Börsipäev 24. aprill

Nagu teada raporteerib AAPL täna õhtul oma esimese kvartali tulemused. Konsenuse ootused on üha ülespoole keritud ja nüüd prognoositakse EPS-ks $ 10,04 ja käibeks $ 36,79 miljardit.
Consensus -- The Street expects Q2 EPS to grow 57% year-over-year to $10.04 and revenues to grow 49% to $36.79 bln. Not surprisingly, the Street estimates are above the company guidance of EPS of $8.50 and revenues of ~$32.5 bln issued on the Q1 release (1/24). Gross margins in Q2 are anticipated to come in at 42.75%, above the 41.4% reported in the year ago quarter and just ahead of management's guidance of ~42%.
Täna juba teine case, kus tulemused lekivad

Juniper Networks spikes as it appears earnings leaked early on some sites; seeing revs $1.03 bln vs $977.76 mln Capital IQ Consensus Estimate

aktsia +7%
JNPR on väägagi tähtis Q2 guido, ta on viimasel ajal need lati alt läbi jooksnud.
Ja prognoos siin:
Juniper Networks sees Q2 $0.15-0.17 vs $0.20 Capital IQ Consensus Estimate; sees revs $1.03-0.06 bln vs $1.05 bln Capital IQ Consensus Estimate

Aktsiaga kauplemine hetkel peatatud.
Kass ütleb, et ta oleks täna AAPL-is enne tulemusi pigem pikk kui lühike.

Doug Kass:Gun to my head" if I was forced to make decision of either to be long or short Apple into today's earnings release - I would be long.
BIDU Baidu.com prelim $0.85 vs $0.85 Capital IQ Consensus Estimate; revs $677 mln vs $679.31 mln Capital IQ Consensus Estimate

Baidu.com sees Q2 revs $847-867 mln vs $869.14 mln Capital IQ Consensus Estimate

Kaupleb 8% miinuspoolel, $ 128 juures.
Kass pani täppi? AAPL järelkauplemisel +5,76%
http://www.businesswire.com/news/home/20120424006938/en/Apple-Reports-Quarter-Results

The Company posted quarterly revenue of $39.2 billion and quarterly net profit of $11.6 billion, or $12.30 per diluted share. These results compare to revenue of $24.7 billion and net profit of $6.0 billion, or $6.40 per diluted share, in the year-ago quarter. Gross margin was 47.4 percent compared to 41.4 percent in the year-ago quarter. International sales accounted for 64 percent of the quarter’s revenue.
For the period ended March 31, Apple reported net income of $11.6 billion, or $12.30 per share, compared to earnings of $6 billion, or $6.40 per share, for the same period last year. Revenue jumped 59% to $39.2 billion. Analysts were expecting earnings of $10.07 per share on revenue of $36.96 billion, according to consensus forecasts from FactSet Research. The company said it shipped 35.1 million iPhones in the period, and 11.8 million iPads
http://www.marketwatch.com/story/apple-earnings-surge-93-beating-targets-2012-04-24