Блог компании DayTraderClub | Америка сегодня. Данные по деловой активности, занятости и заявкам на пособия.

Asian MarketsNikkei...19521...-73.50...-0.40%.  Hang Seng...22457...+322.20...+1.50%.

 European MarketsFTSE...7182.42...-7.30...-0.10%.  DAX...11556.78...-27.50...-0.20%.

 Public Storage downgraded to Neutral at Robert W. Baird; tgt lowered to $235  (225.16)Robert W. Baird downgrades PSA to Neutral from Outperform and lowers their tgt to $235 from $248. They believe PSA's current 4-turn 2018 FFO multiple premium to the sector (3-turn premium vs. EXR) does not offer storage investors an attractive risk/reward opportunity given expectations PSA will deliver FFO per share growth below the peer average. While PSA's balance sheet remains bulletproof, they believe investors should look to names with better FFO growth (NSA, EXR, CUBE) that trade at less expensive multiples.

 

On The Wires DSP Group (DSPG) unveiled the DVF101, the latest member of DSP Group's IP communication processors family. DVF101 chipset is based on a multi-core architecture that provides an excellent voice experience, enhanced graphics, robust security and advanced interfaces. Cerêve Inc., a privately-held health care company preparing to launch its FDA-cleared insomnia device, announced today the closing of a $38 million Series B round of financing led by KKR (KKR). Also participating in the financing are existing shareholders Versant Ventures, Arboretum Ventures, and Partner Ventures. Immunomedics (IMMU) to present new and updated data for IMMU-132 and the latest data on the Company's other clinical and preclinical programs at its Investor R&D Day on January 18, 2017 from 9 a.m. to 1 p.m. ET EnteroMedics (ETRM) announced that its vBloc Neurometabolic Therapy has now been implanted at two additional vBloc Institutes — MedStar Health in Maryland and Roper St. Francis in South Carolina. CEVA (CEVA) announced that Altek has licensed CEVA's imaging and vision DSP to its imaging solutions and dual camera technologies targeting smartphones, ADAS, AR/VR, drones and other smart camera devices Staffing 360 Solutions (STAF) discloses they entered into an amendment agreement effective Jan 1, 2017 with Hillair Capital Investments in which, among other things, the Parties refinanced an aggregate amount of $2.7 million of indebtedness and extending all amortization payments for Hillair's debt to Oct 1, 2018, which is ~21 months from the date of the refinancing

 Gapping up: SYN +31.5%, CTIC +27.7%, GNCA +21.1%, ARNA +7.3%, ALXN +4.6%, RT +3.7%, AUY +3.3%, AG +3%, SGYP +2.1%, NVDA +2.1%, GDX +1.9%, NEM +1.8%, ABX +1.8%, GG +1.7%, YNDX +1.5%, SDRL +1.4%, AZN +1.2%, RIG +1.1%, HAL+1.1%, COST +1.1%, NVS +1%, ACHC +0.9%, NVO +0.9%, GLD +0.9%, AR +0.7%, AMD +0.6%

 Gapping down: AEZS -34.2%, KSS -15.4%, HRTX -11.6%, M -10.3%, MG -8.8%, HLX -7.6%, KNOP -6.8%, LB -6.4%, JWN -5.7%, JCP -5.5%, CATO -5.4%, OREX -5.3%, MC -4%, DDS -3.9%, SHLD -3.4%, LOXO -3.2%, PUK -2.5%, RIO -2.3%, KRC -2.2%,UAL -1.9%, FOSL -1.8%, CS -1.8%, BKE -1.7%, SONC -1.5%, MYL -1.3%, X -1.3%, HPP -1%, SYT -1%, BHP -0.6%, ABT -0.5%

 MINDBODY among stocks with favorable commentary on Wednesday's Mad Money  (23.30)

Stocks with favorable mention: AMD, AMT, BA, COST, D, GM, KMB, LMT, MB, SBAC, SON, UTX

Stocks with unfavorable mention: CCI

 On The Wires

• Koppers, a wholly-owned subsidiary of Koppers Holdings Inc. (KOP), announced that it has commenced a tender offer to purchase all of its issued and outstanding 7.875% Senior Notes due 2019 and related solicitation of consents to certain proposed amendments to the indenture governing the Senior Notes that would eliminate substantially all of the covenants and certain events of default and related provisions applicable to the Senior Notes. The tender offer and consent solicitation is being made pursuant to an offer to purchase and consent solicitation statement and a related letter of transmittal and consent, each dated as of January 5, 2017, which set forth a more detailed description of the tender offer. The consent date of the tender offer and consent solicitation is 5:00pm ET, on January 19, 2017, and the tender offer and consent solicitation will expire at 12:01am ET, on February 2, 2017, unless extended.
• Epsilon, an Alliance Data (ADS) company, and Shell (RDS.A) (RDS.B) have signed a new multiyear agreement for marketing technology services that will deliver targeted communications to Shell customers. The marketing technology solution will build long-term brand loyalty through improved customer experience and personalized offers.
• Triumph Group (TGI) reports that, on Dec 22, 2016, Triumph Aerostructures a wholly owned subsidiary of the co, initiated litigation against Bombardier (BDRBF), a customer of Triumph Aerostructures, in the Quebec Superior Court, District of Montreal. The lawsuit relates to Bombardier's failure to pay to Triumph Aerostructures certain non-recurring expenses incurred by Triumph Aerostructures during the development phase of a program pursuant to which Triumph Aerostructures agreed to design, manufacture, and supply the wing and related components for Bombardier's Global 7000 business aircraft. The lawsuit seeks a monetary award of approximately $340 mln resulting from Bombardier directed changes to the original wing requirements for the Global 7000 program, as well as Bombardier's, delays, disruptions, acceleration and interference in connection with its contract with Triumph Aerostructures. In the meantime, Triumph Aerostructures continues to support the Global 7000 program and to seek a resolution of its disputes.
• Merus N.V. (MRUS) and the Institute for Research in Biomedicine Barcelona announced entry into a research collaboration to jointly develop novel agents that target the tumor microenvironment.
• As previously disclosed, on Jan 4, 2017, Castlight Health (CSLT) entered into an Agreement and Plan of Merger and Reorganization with Neptune Acquisition Subsidiary, a Delaware corporation and wholly owned subsidiary of Castlight, Jiff, Inc., a Delaware corporation, and Fortis Advisors, as the Stockholders' Agent, pursuant to which Merger Sub will merge with and into Jiff with Jiff surviving the merger as a wholly owned subsidiary of Castlight.

 

Simon Properties: Keeping REIT names on radar following Macy's (M) store closings  (184.08) Potential names to keep on radar: SPG, CBL, GGP, TCO, MAC, PEI, CBL Store's such as Macy's are the anchor stores for alot of malls across the country.  PEI made the following comments: «Demand for the Macy's spaces is robust with new opportunities situated in desirable locations in quality, high barrier-to-entry market...We are in the process of finalizing transactions to control the real estate in two of the three locations and are negotiating terms on the third. At Valley View Mall, we are in advanced discussions with a traditional department store and for Moorestown and Plymouth Meeting Malls, we are negotiating LOIs for replacement stores and anticipate making detailed announcements in the near future.» CBL also issued a press release (see 1/4 16:20). At Layton Hills Mall, CBL is finalizing negotiations with a new anchor store to replace Macy's. While discussions are ongoing, CBL anticipates the new store to open before year-end. The remaining three stores, aggregating approximately 444,000 square feet, are currently owned by Macy's and CBL has entered into an agreement to purchase the locations from Macy's for a total consideration of $5 million. Subject to normal closing conditions, the transaction is expected to close during the first quarter.

 

On The Wires Southwest Airlines Co. (LUV) is announcing plans to bring its iconic brand, low fares, and exceptional Customer Service to Cincinnati and Grand Cayman (subject to requisite governmental approvals) beginning June 4, 2017. «Bringing Southwest to Cincinnati not only answers a call from our new community and corporate partners for key nonstop service and broad network access with more affordable fares but also now gives our more than 110 million annual Customers access to a full complement of the top 50 markets across the contiguous 48 states,» said Dave Harvey, Southwest Airlines' Managing Director of Business Development. «The addition of Cincinnati is yet another example of how we are connecting communities across the nation with our unmatched schedule and network, full-sized Boeing 737s, and Customer-friendly policies that you'll only find at Southwest.» Ruckus Wireless, a part of Brocade (BRCD), announced a joint solution with TrackR, a leader in personal item management innovations, that leverages Bluetooth Low Energy (BLE) technology combined with Ruckus ZoneFlex access points (APs) to enhance the indoor and outdoor location services of TrackR's Crowd GPS network. Leveraging existing wireless infrastructure, the new integration provides customers and end users with enhanced asset movement detection in real time and provides more robust security features for enterprise, education, hospitality and large public venues. Dotloop (Z, ZG), a leading platform for simplifying the real estate buying and selling process, today announced that Real (Real Broker LLC) has signed an agreement to bring dotloop services to all of its 800 agents across 18 states. Real is a technology-based brokerage founded by industry veterans and technologists. GenVec, Inc. (GNVC) announced that it has entered into an exclusive option agreement with Washington University in St. Louis to license intellectual property and technology related to gene editing and pulmonary endothelial cell targeting. If the option is exercised, the license will allow broad utilization of technology developed by David T. Curiel, M.D., Ph.D., professor of radiation oncology and Jeffrey Arbeit, M.D., professor of surgery at Washington University School of Medicine. GenVec plans to initially focus on research utilizing the technology to develop treatments for hemophilia. Amorsa Therapeutics announced a research, option and license agreement with Janssen Pharmaceuticals (JNJ) to develop and commercialize a novel small molecule drug candidate for treatment-resistant depression based on Amorsa's proprietary ketamine analog technology. Amorsa's product candidates are designed to show efficacy as rapidly acting antidepressants with an extended duration of action, possess an attractive side-effect profile, and enable oral dose administration. Fate Therapeutics, Inc. (FATE), a biopharmaceutical company dedicated to the development of programmed cellular immunotherapies for cancer and immune disorders, announced today that the first patient has been treated in its PROTECT clinical trial of ProTmune for the prevention of acute graft-versus-host disease (GvHD). Scholastic (SCHL) will publish an updated edition Fantastic Beasts and Where to Find Them, with a new foreword by J.K. Rowling, writing as Newt Scamander, and a new cover by Headcase Design on March 14, 2017. USA Tech (USAT) announced it plans to integrate its MORE. loyalty and payroll deduct platform with Apple Pay, for use at up to 300,000 machines nationwide. EXACT Sciences (EXAS) announced that the Blue Cross Blue Shield Association's 'Evidence Street' recently released a positive review of Cologuard to its members. Synthetic Genomics, Inc., entered a research and licensing option agreement with Janssen Vaccines & Prevention of Johnson & Johnson (JNJ), to apply Synthetic Genomics' proprietary replicon RNA technology toward the design and development of novel RNA-based medicines for specific infectious diseases. Seattle Genetics, Inc. (SGEN) announced enrollment of the first patient in a multicenter phase 1 clinical trial of SGN-CD352A for patients with relapsed or refractory multiple myeloma (MM). SGN-CD352A is an investigational CD352-targeted antibody-drug conjugate (ADC) utilizing Seattle Genetics' proprietary ADC technology, an engineered cysteine antibody (EC-mAb) stably linked to a highly potent cytotoxic agent called a pyrrolobenzodiazepine (PBD) dimer. Transom Capital Group announced the acquisition of American Driveline Systems (ADS) from American Capital, Ltd. (ACAS). ADS is the franchisor of the AAMCO and Cottman Transmission & Total Car Care brands. With nearly 700 franchisee owned and operated locations, AAMCO and Cottman Transmission are the #1 and #2 transmission repair retail chains in North America, respectively, operating in 47 states and three provinces. Staples (SPLS) appointed Jeff Hall to newly created role of Chief Administrative Officer and Vice Chairman.

 European Summary

Eurozone Periphery Suffers as Producer Prices Climb

• Sovereign debt of the eurozone periphery is falling sharply today with Portugal leading the way but Italy and Spain close behind. Portugal's 10-year PGB yield is now consistently trading at more than 350 basis points over German Bunds of the same maturity and the Iberian country's debt situation is beginning to look more like Greece's everyday. Eurozone producer prices reportedly rose year-on-year in November for the first time since mid-2013. The December CPI data for the single currency bloc was also quite strong and will prompt some discussion at the European Central Bank. The ECB's asset purchase program is currently scheduled to purchase EUR780 bln of securities in 2017. In the U.K., the PMI data continued to beat expectations for December, this time for the service sector
• New Issuance:
  
  • The U.K. sold GBP2.25 bln of 20-year Gilts at an average yield of 1.970% with a bid-to-cover ratio of 1.69. The tail was 0.8 basis points
  • France sold EUR4.175 bln of 10-year OATs at an average yield of 0.78% with a bid-to-cover ratio of 2.03
  • France sold EUR2.198 bln of 20-year OATs at an average yield of 1.49% with a bid-to-cover ratio of 2.00
  • France sold EUR2.024 bln of 30-year OATs at an average yield of 1.76% with a bid-to-cover ratio of 1.93
  • France sold EUR1.102 bln of 40-year OATs at an average yield of 2.02% with a bid-to-cover ratio of 1.86
  • Spain sold EUR1.077 bln of 5-year Bonos at an average yield of 0.271% with a bid-to-cover ratio of 2.47
  • Spain sold EUR1.706 bln of 10-year ODEs at an average yield of 1.45% with a bid-to-cover ratio of 1.41
    Spain sold EUR813 mln of 30-year ODEs at an average yield of 2.761% with a bid-to-cover ratio of 1.43
• European Economic Data:
  
  • The eurozone's retail sector purchasing managers' index rose to 50.4 for December from 48.6 in November
    
    • The eurozone's producer price index grew by 0.3% m/m in November (0.1% y/y), exceeding expectations but slowing from October's 0.8% jump. That was the first month of positive year-on-year PPI growth since mid-2013
  • Switzerland's consumer price index fell 0.1% m/m in December (0.0% y/y), meeting expectations after November's 0.2% decline
  • The U.K.'s services PMI unexpectedly jumped to 56.2 for December from 55.2 in November
• Yield Check:
  
  • France, 10-yr OAT: +2 bps to 0.83%
  • Germany, 10-yr Bund: +1 bp to 0.29% 
  • Greece, 10-yr note: -4 bps to 6.72%
  • Italy, 10-yr BTP: +7 bps to 1.95%
  • Portugal, 10-yr PGB: +10 bps to 3.99%
  • Spain, 10-yr ODE: +6 bps to 1.51%
  • U.K., 10-yr Gilt: +2 bps to 1.45%