Novosti i prognoe: tržište kapitala od 17-04-2017

The major US stock indices grew moderately on Monday, as investors switched their attention to the reporting season for the first quarter, while geopolitical problems faded into the background.

The main attention of investors is focused on the quarterly reporting of the corporate segment. This week, Bank of America (BAC), Goldman Sachs (GS), Johnson & Johnson (JNJ), IBM (IBM), American Express (AXP), Verizon (VZ), General Electric (GE), and a lot others.

In addition, as it became known, manufacturing activity in the New York area deteriorated significantly in April, which may indicate that the euphoria of the business community after the election of Trump begins to dissipate. According to the survey, the index of activity in the manufacturing sector from the Federal Reserve Bank of New York fell to 5.2 from 16.4 in March. It was expected that the index will be 15.0. The study still shows improvement in conditions, since the index was above zero. However, a number of key components, including new orders and shipments, also deteriorated.

At the same time, the confidence of builders in the market of newly built single-family houses in April fell by 3 points, to 68 points, according to the housing market index (HMI) from the National Association of Housing Developers. The component evaluating the current conditions of sales fell 3 points to 74, while the index reflecting the expected sales in the next 6 months fell by 3 points to 75. Meanwhile, the component measuring the traffic of buyers decreased by 1 point to 52.

Most components of the DOW index finished the trades in positive territory (28 out of 30). The shares of Chevron Corporation fell more than others (CVX, -0.23%). The leader of growth was the shares of The Boeing Company (BA, + 1.87%).

All sectors of the S & P index showed positive dynamics. The leader of growth was the financial sector (+ 1.5%).

At closing:

DJIA + 0.90% 20.636.58 +183.33

Nasdaq + 0.89% 5,856.79 +51.64

S & P + 0.86% 2,348.99 +20.04

U.S. stock-index advanced as oil prices trimmed losses, but gains were limited by geopolitical tensions and weak U.S. data. In addition, investors eyed a pickup in earnings season.

Stocks:

Nikkei 18,355.26 +19.63 +0.11%

Hang Seng -

Shanghai 3,221.67 -24.39 -0.75%

FTSE -

CAC -

DAX -

Crude $53.08 (+0.23%)

Gold $1,289.30 (+0.06%)

(company / ticker / price / change ($/%) / volume)

Upgrades:

McDonald's (MCD) upgraded to Outperform from Market Perform at Wells Fargo

Downgrades:

Other:

Apple (AAPL) target raised to $157 from $155 at RBC Capital Mkts

Facebook (FB) target raised to $160 from $155 at Aegis Capital

Amazon (AMZN) target raised to $1050 from $900 at Credit Suisse

April 18

Before the Open:

Bank of America (BAC). Consensus EPS $0.35, Consensus Revenues $21765.60 mln.

Goldman Sachs (GS). Consensus EPS $5.19, Consensus Revenues $8328.86 mln.

Johnson & Johnson (JNJ). Consensus EPS $1.77, Consensus Revenues $18019.78 mln.

UnitedHealth (UNH). Consensus EPS $2.17, Consensus Revenues $48211.34 mln.

After the Close:

IBM (IBM). Consensus EPS $2.35, Consensus Revenues $18367.18 mln.

Yahoo! (YHOO). Consensus EPS $0.14, Consensus Revenues $814.32 mln.

April 19

Before the Open:

Morgan Stanley (MS). Consensus EPS $0.90, Consensus Revenues $9290.90 mln.

After the Close:

American Express (AXP). Consensus EPS $1.27, Consensus Revenues $7756.82 mln.

April 20

Before the Open:

Travelers (TRV). Consensus EPS $2.38, Consensus Revenues $6225.25 mln.

Verizon (VZ). Consensus EPS $0.97, Consensus Revenues $30511.07 mln.

After the Close:

Visa (V). Consensus EPS $0.79, Consensus Revenues $4287.42 mln.

April 21

Before the Open:

General Electric (GE). Consensus EPS $0.17, Consensus Revenues $26370.79 mln.

Honeywell (HON). Consensus EPS $1.62, Consensus Revenues $9328.83 mln.

(index / closing price / change items /% change)

DJIA 20453.25 -138.61 -0.67%

S&P 500 2328.95 -15.98 -0.68%

NIKKEI 18335.63 -91.21 -0.49%

SHANGHAI 3241.54 -34.42 -1.05%

HSI 24261.66 -51.84 -0.21%

KOSPI 2134.88 -13.73 -0.64%

ASX 200 5889.95 -44.01 -0.74%