Positivo e Negativo a NY - Moderatore
By: Moderatore on Giovedì 10 Aprile 2003 17:25
Aggiorniamo il commento finanziario americano migliore che abbiamo:
Thursday April 10th
8:11--Tsy’s Snow said he not sure what the appropriate amount of airline aid is.
8:08--Commerce Bancorp Q1 EPS was 60c/sh vs. 58c/sh consensus.
7:58--Retail sales overall are below expectations and disappointing. The only positive so far is Pacific Sunwear. Negatives are coming from Talbots, Linens ’n Things, Target, Payless Shoes, and Barnes & Noble. Ross Stores was a neutral.
7:54--Ciena was downgraded to underperform from market perform at Raymond James.
7:52--Barnes & Noble warned Q1 loss would be 7c-11c/sh vs. -3c/sh consensus.
7:50--Tenet Healthcare Q3 EPS was 40c/sh vs. 52c/sh consensus. Warned that full-year ’03 would be $1.34-$1.65/sh vs. $1.92/sh consensus.
7:47--Ross Stores issued Q1 EPS guidance of at least 62c/sh vs. 63c/sh consensus.
7:45--Payless Shoes warned Q1 EPS would be 25c-30c/sh vs. 39c/sh consensus.
7:43--Target said that it is unlikely to achieve its profit plan for Q1.
7:40--M&T Bank Q1 EPS was $1.34/sh vs. $1.28/sh consensus.
7:38--Orders for Boeing’s tanker aircraft were put on hold again, after Rumsfeld asked for a new price on a mixed fleet of leased and purchased aircraft. The deal is worth around $17B and will eventually happen, but has been delayed several times already.
7:36--Infosys Q4 EPS was 40c/sh which was as expected. However, company lowered full-year EPS to $1.70-$1.73/sh vs. $1.83/sh consensus.
7:34--The drop in initial claims shows a bit of strength in the economy and is the most bearish factor for bonds. The trade balance is not really a surprise and showed that US imports fell due to lower US consumption. The import price numbers were also on the mark.
7:33--Linens ’n Things lowered Q1 EPS guidance to 4c-5c/sh vs. 10c-12c/sh seen previously.
7:30--Feb trade balance was -$40.32B vs. -$42.0B consensus.
Exports were $82.45B vs. $82.03B previously.
Imports were $122.77B vs. $123.26 previously.
7:30--Import Prices were +0.5% vs. +0.5% consensus. Prices ex-oil were +0.9% vs. +0.4% previously. There are no expectations. Petroleum prices were -1.8%.
7:30--Initial Claims were -38K to 405K vs. 425K expected. Last was revised -2K to 443K vs. 445K.
7:27--Dow Jones Q1 EPS was 12c/sh vs. 10c/sh consensus. Company lowered Q2 EPS to mid-teens from 32c/sh consensus.
7:24--Argosy Gaming was downgraded to neutral from buy at UBS due to Illinois’ tax moves.
7:21--T Rowe Price lowered Q1 EPS guidance to around 29c/sh vs. 34c/sh consensus.
7:17--IDEC Pharma was downgraded to sector perform from outperform at RBC.
7:15--HCA Healthcare was downgraded to neutral from buy at Bank of America.
7:04--GTech Q4 EPS was 72c/sh vs. 62c/sh consensus. Revenues were $270M vs. $252M consensus.
7:02--EW Scripps Q1 EPS was 72c/sh vs. 67c/sh consensus.
7:01--Kurds say that the northern oil city of Kirkuk is under Kurdish control.
7:00--Stocks are: S&P +1.00, Nasdaq +1.00.
-Still no confirmation yet on the fate of Saddam, his sons, or his henchmen.
-US Centcom said it is keeping foreign fighters from entering Iraq. Said US forces are too busy in Baghdad to stop looting. Said looting in Basra is subsiding.
-Stock and bond markets quiet today and not taking much confidence in yesterday’s fall of parts of Baghdad.
-Bank of England left overnight rates unchanged at 3.75%.
-Nikkei -1.0%, FTSE -0.4%, Dax +0.6%.
-Yahoo Q1 EPS was 8c/sh vs. 6c/sh consensus. Revenues were $282.9M vs. $272.7M consensus. Company raised revenue guidance for Q2.
-Sonus Networks Q1 loss was -2c/sh vs. -4c/sh consensus.
-Christopher & Banks Q4 EPS was 40c/sh vs. 39c/sh consensus.
-Genentech Q1 EPS was 35c/sh vs. 28c/sh consensus.
-Constellation Q4 EPS was 44c/sh vs. 41c/sh consensus. Revenues were $653M vs. $625M consensus. Company affirmed Q1 EPS of 46c-48c/sh.
-First Data Q1 EPS was 39c/sh vs. 37c/sh consensus.
-SunTrust Banks Q1 EPS was $1.17/sh vs. $1.15/sh consensus.
-Pacific Sunwear said Q1 EPS would be around 14c/sh vs. 12c/sh consensus.
-US Steel reached a labor accord with its workers.
-Chesapeake Energy is increasing its energy production by 8%.
-Sonus Networks was upgraded to in-line from underperform at Goldman Sachs.
-Network Associates Q1 EPS was 11c/sh vs. 12c/sh consensus. Company guided lower its Q2 revenue expectations.
-Talbots lowered Q1 EPS guidance to 48c-51c/sh vs. 54c/sh consensus.
-Nokia will cut 1,800 jobs.
-IDX Systems lowered full-year guidance to 73c/sh vs. 77c/sh consensus. Lowered revenue guidance to $400M-$406M vs. $526M consensus.
-GM’s debt rating outlook was revised to negative from stable at S&P.
-Fox Entertainment was downgraded to hold from buy at Deutsche Bank.
-Panera Bread reiterated Q1 EPS guidance of 24c/sh.