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  • La saison a débuté

    Johnson & Johnson Q1 Earnings:
    Revenue: $20.69B (est $19.48B) -EPS: $2.17 -Sees FY Adj EPS: $7.50 To $7.90 -2020 Guidance Lowered To Reflect COVID-19 -Announces A $6.3% Dividend Boost To $1.01/Share From 95C (est $1)

    J&J raised its dividend from 95 cents a share to $1.01, a 6.3% increase. The company lowered its 2020 adjusted earnings forecast to between $7.50 and $7.90 earnings per share, from its prior estimate of between $8.95 and $9.10 a share.

    The company beat Wall Street’s earnings and revenue expectations. On an adjusted basis, J&J reported $2.30 per share during the first three months of the year, higher than the $2 a share expected by Refinitiv analysts. It generated $20.7 billion in revenue, higher than the $19.47 billion expected.
    Timing and conviction preparedness is everything

    " Nous nous entraînons durant des milliers d'années, mais la victoire ou la défaite survient en un instant "


    • en clair les temps sont presque mûrs pour relâcher le rebond et revenir se gaver en Oies Confinées
      En attendant Huppy Huppy !! ??
      “When you look at the facts, I think there’s reason to be more hopeful than we have been,” CNBC’s Jim Cramer said. “The worst case scenario’s been taken off the table, and if Apple and Google can do contact tracing that we all embrace ... while we continue to roll out more testing, the economy could reopen a lot sooner than we thought even, say, three weeks ago.”

      President Donald Trump said in a press conference Monday that growth in new coronavirus infections stabilized, providing “clear evidence” that mitigation is working in the country.

      New York Gov. Andrew Cuomo struck an optimistic tone about the outbreak in New York state, the epicenter of the pandemic in the United States. He said Monday it appears that “the worst is over ... if we continue to be smart going forward.” At least 10,000 people have died from the infection in the state.

      “Financial markets have started to take a more positive view of the outlook,” said Jan Hatzius, chief economist at Goldman Sachs, in a note. “The initial improvement was mostly policy-driven, but the greater optimism
      of the past week seems to be at least partly related to the virus itself. ”

      “To be clear, the health situation remains very bad in absolute terms, especially in the US which is now ahead of Italy and Spain in terms of coronavirus-related fatalities (though still much lower on a per-capita basis). However, the number of new active cases looks to be peaking globally.”
      Timing and conviction preparedness is everything

      " Nous nous entraînons durant des milliers d'années, mais la victoire ou la défaite survient en un instant "


      • Beats estimates, beats estimates : incroyable
        à étudier en détails

        3M (MMM) – 3M reported quarterly earnings of $2.16 per share, beating the consensus estimate of $2.03 a share. The health-care and safety products maker’s revenue also beat forecasts, but the company withdrew its full-year outlook due to virus-related uncertainties.

        Caterpillar (CAT) – The heavy equipment maker missed forecasts by 9 cents a share, with quarterly earnings of $1.60 per share. Revenue fell short of estimates as well amid a slowdown in demand. As many other companies have done, Caterpillar is not providing any full-year 2020 guidance due to uncertainties surrounding the pandemic.

        Merck (MRK) – Merck came in 16 cents a share ahead of estimates, with quarterly profit of $1.50 per share. The drugmaker’s revenue also topped Wall Street forecasts. Merck’s results were helped by strong sales of its Keytruda cancer drug, but it cut its 2020 forecast due to coronavirus-related uncertainties.

        Pfizer (PFE) – The drugmaker earned 80 cents per share for the first quarter, 7 cents a share better than consensus. Revenue also beat forecasts and Pfizer reaffirmed its full-year financial outlook. A drop in sales of off-patent pain drug Lyrica contributed to a more than 12% drop in profit compared to a year ago.

        PepsiCo (PEP) – The beverage and snack giant came in 4 cents a share ahead of estimates, with quarterly earnings of $1.07 per share. Revenue came in above estimates as well. PepsiCo is joining those withdrawing its outlook due to pandemic-related uncertainties. The company said it still expects to buy back $2 billion in shares this year and pay $5.5 billion in dividends.

        Harley-Davidson (HOG) – The motorcycle maker earned 45 cents per share for its latest quarter, 4 cents a share above estimates. Revenue was slightly above forecasts. However, profit was down 45% from a year ago as global lockdowns hit sales. Harley also suspended share repurchases, and cut its quarterly dividend to 2 cents a share from 38 cents a share.

        DR Horton (DHI) – The home builder beat consensus forecasts by 18 cents a share, with quarterly profit of $1.30 per share. Revenue was also above estimates. The company said sales and profits are slowing, however, and cancellations are increasing due to the coronavirus pandemic.

        Boeing (BA) – Boeing will resume production of its 787 Dreamliner aircraft at its South Carolina factory on May 4. It had suspended production on April 8 because of the Covid-19 pandemic, and plans to institute a series of safeguards at the factory before workers return.

        BP (BP) – BP’s latest earnings beat estimates, but profit fell by two thirds and debt levels rose to the highest level in five years. The energy producer kept its dividend intact, however, even as it warned of extreme uncertainty in the energy markets and its future results.

        HSBC (HSBC) – HSBC reported lower-than-expected quarterly profit, as the bank earmarked $3 billion for possible bad loans amid the coronavirus outbreak.

        UBS (UBS) – UBS saw profits rise by 40% for its latest quarter, as the world’s largest wealth manager saw increased portfolio activity by its high-end clients.

        Novartis (NVS) – Novartis reported first-quarter profits and sales that came in above analysts’ estimates, with the drugmaker benefiting from customers stocking up on their prescriptions as the coronavirus outbreak took hold.

        Verizon (VZ), AT&T (T), Comcast (CMCSA), T-Mobile (TMUS) – These companies are among wireless service providers who have agreed to extend customer concessions through June 30, and will not cancel service or charge late fees to customers impacted by the pandemic. Comcast is the parent company of NBCUniversal and CNBC.

        JetBlue (JBLU) – JetBlue became the first U.S. airline to mandate face coverings for passengers, with the rule taking effect May 4. Airlines have already asked flight attendants to wear masks, and worker unions have been pushing for a similar rule for passengers.

        Keurig Dr Pepper (KDP) – The company reported quarterly earnings of 29 cents per share, 2 cents a share above estimates. The beverage maker’s revenue also beat forecasts and the company reaffirmed a full-year forecast that is above current consensus, with stay-at-home consumers stocking up on the company’s offerings like Dr Pepper and 7UP.

        F5 Networks (FFIV) – F5 earned $2.23 per share for its fiscal second quarter, compared to a consensus estimate of $1.95 a share. The computer networking company’s revenue also beat forecasts, as it benefits from an increasing number of companies asking employees to work from home. F5 also gave an above-consensus current-quarter forecast for earnings and sales.

        Tesla (TSLA) – The automaker canceled plans to bring employees back to work at its Fremont, California plant, following a weekend request to some furloughed workers to return.
        Timing and conviction preparedness is everything

        " Nous nous entraînons durant des milliers d'années, mais la victoire ou la défaite survient en un instant "


        • J'ai des infos contradictoires sur le GDP
          Investing :

          GDP à -4.8 % Attendu -4
          price up 1.4% vs 1.2 wait
          sales -4.3 % vs 2.1

          Il m'a semblé l'espace de qqs intanst le voir en Vert : erreur de frappe ?? Ou mismatch de mon oeuil ??!!

          Ce qui fait exploser les marchés ce jour
          Gilead reports ‘positive data’ on remdesivir coronavirus drug trial

          Joli coup d'annocer ceci juste en même temps que le GD !!

          While no one is expecting any change to its benchmark interest rate, the Fed could potentially adjust the rate on bank reserves and announce asset purchases targeted toward driving down longer-term rates.

          Another big market catalyst will be a reading on U.S. gross domestic product at 8:30 a.m. ET. Economists surveyed by Dow Jones forecast the U.S. economy shrank by 3.5% in the first quarter as the pandemic disrupted economic activities. U.S. GDP grew by 2.1% in the fourth quarter.
          “It doesn’t look like the Fed will raise interest rates beyond 0% until well-past the pandemic, which we think might be around 2023,” said Jim Caron, head of global macro strategies at Morgan Stanley Investment Management. “The market is pricing a recovery that starts in Q3, but there’s wide variability, and we need the Fed to give its input.”
          Timing and conviction preparedness is everything

          " Nous nous entraînons durant des milliers d'années, mais la victoire ou la défaite survient en un instant "


            Timing and conviction preparedness is everything

            " Nous nous entraînons durant des milliers d'années, mais la victoire ou la défaite survient en un instant "