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Writer's pictureSimon Charles Hooper

09/05/23 Briefing

Updated: May 10, 2023

The S&P 500 futures are down 15 points and are trading 0.4% below fair value. The Nasdaq 100 futures are down 66 points and are trading 0.5% below fair value. The Dow Jones Industrial Average futures are down 125 points and are trading 0.4% below fair value.

The stock market is poised for a lower open after yesterday's flattish finish. Continued softness in regional bank stocks coupled with nervousness about the debt ceiling have contributed to the negative bias this morning. This comes ahead of President Biden's meeting with Congressional leaders about the debt ceiling today at 4:00 p.m. ET. JP Morgan (JPM) CEO Jamie Dimon warned that a Congressional mistake could result in default, according to CNBC.

Market participants are also digesting some tepid trade data out of China. The trade surplus rose to $90.21 billion in April (expected surplus of $71.60 bln; prior surplus of $88.19 bln) with imports falling 7.9% year/year (expected -5.0%; prior -1.4%) while exports rose 8.5% (expected 8.0%; last 14.8%).

Treasury yields are little changed from yesterday's settlement levels. The 2-yr note yield is unchanged at 3.99% and the 10-yr note yield is down three basis points to 3.49%. The U.S. Dollar Index is up 0.3% to 101.66.

Energy complex futures are giving back some of yesterday's gains. WTI crude oil futures are down 1.1% to $72.31/bbl and natural gas futures are down 0.8% to $2.40/mmbtu. 

In corporate news:

  • PayPal (PYPL 71.30, -4.22, -5.6%): beats by $0.07, reports revs in-line; guides Q2 EPS in-line, revs in-line; guides FY23 EPS above consensus

  • Skyworks (SWKS 95.35, -9.89, -9.4%): misses by $0.01, reports revs in-line; guides Q3 EPS below consensus, revs below consensu

  • NY Times (NYT 40.19, +0.29, +0.7%) will get $100 mln from Google (GOOG) over three year period for content sharing, according to WSJ

  • Palantir Technologies (PLTR 8.97, +1.25, +16.2%): beats by $0.01, beats on revs; guides Q2 revs below consensus; guides FY23 revs in-line

  • Wayfair (W 36.60, -3.37, -8.4%): announces proposed offering of $600 million convertible senior notes

  • Lucid Group (LCID 6.85, -0.86, -11.2%): misses by $0.02, misses on revs; says it expects to have enough liquidity to fund the company through at least Q2 2024

  • Under Armour (UAA 8.18, -0.47, -5.4%): beats by $0.03, beats on revs; guides FY24 EPS below consensus

  • McKesson (MCK 383.00, +14.44, +3.9%): beats by $0.06, beats on revs; mid-point of FY24 EPS guidance is above consensus

  • DaVita (DVA 94.76, +5.55, +6.2%): beats by $0.03, beats on revs; raises FY23 EPS and free cash flow guidance

  • Tempur Sealy Int'l (TPX 36.53, -1.09, -2.9%): beats by $0.02, reports revs in-line; reaffirms FY23 EPS guidance; to acquire Mattress Firm in cash and stock deal valued at approx. $4.0 bln; deal expected to be accretive, expected to close in 2H24

  • Western Digital (WDC 34.99, +0.81, +2.4%): beats by $0.19, beats on revs; guides JunQ EPS below consensus, revs below consensus

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region ended Tuesday on a mostly lower note. Japan's Nikkei: +1.0%, Hong Kong's Hang Seng: -2.1%, China's Shanghai Composite: -1.1%, India's Sensex: UNCH, South Korea's Kospi: -0.1%, Australia's ASX All Ordinaries: -0.2%.

    • In economic data:

      • China's April trade surplus $90.21 bln (expected surplus of $71.60 bln; last surplus of $88.19 bln). April Imports -7.9% yr/yr (expected -5.0%; last -1.4%) and Exports 8.5% yr/yr (expected 8.0%; last 14.8%)

      • Japan's March Average Cash Earnings 0.8% yr/yr (last 0.8%). March Household Spending -0.8% m/m (expected 1.5%; last -2.4%); -1.9% yr/yr (expected 0.4%; last 1.6%)

      • Australia's March Retail Sales 0.4% m/m, as expected (last 0.2%)

      • New Zealand's April Electronic Card Retail Sales 0.7% m/m (expected -0.2%; last 0.7%); 6.4% yr/yr (expected 8.6%; last 15.5%)

    • In news:

      • China reported a larger than expected trade surplus for April, though imports decreased more than expected.

      • G7 finance ministers and central bankers are expected to announce a plan for dealing with bank runs during their three-day meeting that will begin on Thursday in Japan.

      • Australia is on track to record its first budget surplus in 15 years in its FY22/23 budget.

  • Major European indices trade in the red. STOXX Europe 600: -0.7%, Germany's DAX: -0.3%, U.K.'s FTSE 100: -0.5%, France's CAC 40: -1.0%, Italy's FTSE MIB: -0.7%, Spain's IBEX 35: -0.9%.

    • In economic data:

      • U.K.'s April Halifax House Price Index -0.3% m/m (expected 0.2%; last 0.8%); 0.1% yr/yr (expected 1.7%; last 1.6%)

      • France's March trade deficit EUR8.00 bln (expected deficit of EUR9.30 bln; last deficit of EUR9.30 bln). March Current Account surplus EUR1.40 bln (expected deficit of EUR3.30 bln; last deficit of EUR1.50 bln)

    • In news:

      • Some European Central Bank policymakers have speculated that the tightening cycle could continue until September.

      • UBS presented its new operating model and announced changes to its management team.

      • French Finance Minister Le Maire said that power price caps will be phased out by the end of 2024.

      • Fertilizer manufacturer K+S lowered its guidance due to lower than expected prices in the agriculture segment.

 

U.S. equity futures:

  • S&P 500 Futures: -16 @ 4,123

  • DJIA Futures: -132 @ 33,486

  • Nasdaq 100 Futures: -65 @ 13,227

Overseas:

  • Europe: DAX -0.3%, FTSE -0.5%, CAC -1.0%

  • Asia: Nikkei +1.0%, Hang Seng -2.1%, Shanghai Composite -1.1%

Commodities:

  • Crude Oil -0.80 @ 72.36

  • Nat Gas -0.014 @ 2.224

  • Gold +5.30 @ 2038.50

  • Silver -0.081 @ 25.753

  • Copper -0.273 @ 3.9028


 

Earnings/Guidance:

  • 3D Systems (DDD) misses by $0.02, misses on revs; reaffirms FY23 revs guidance

  • 908 Devices (MASS) misses by $0.04, beats on revs; guides FY23 revs in-line

  • ACADIA Pharmaceuticals (ACAD) misses by $0.06, misses on revs; reaffirms FY23 revs guidance

  • AdaptHealth (AHCO) misses on EPS and revs

  • ADTRAN (ADTN) misses by $0.10, reports revs in-line

  • Aecom Tech (ACM) beats by $0.02, beats on revs; reiterates FY23 EPS below consensus

  • Air Products (APD) beats by $0.08, beats on revs; guides Q3 EPS in-line; raises FY23 EPS guidance, still inline

  • Alight (ALIT) beats by $0.01, beats on revs; reaffirms FY23 EPS guidance, revs guidance

  • American Equity Investment Life (AEL) beats by $0.26, beats on revs

  • Apollo Global Management (APO) misses by $0.05, AUM increased 17% yr/yr

  • Aramark (ARMK) beats by $0.03, beats on revs

  • Armada Hoffler Properties (AHH) reports in-line results; beats on revs; reaffirms outlook

  • ASE Technology (ASX) reports April revs declined 11.0% yr/yr to NT$43.32 bln

  • Atkore International (ATKR) beats by $0.60, misses on revs; guides FY23 EPS above consensus

  • Avantax (AVTA) reports Q1 (Mar) results, misses on revs; guides FY23 EPS below two analyst estimate, reaffirms FY23 revs guidance

  • Bally's Corporation (BALY) beats by $3.51, reports revs in-line

  • BellRing Brands (BRBR) beats by $0.04, beats on revs; raises FY23 revenue and adj. EBITDA guidance

  • Bentley Systems (BSY) beats by $0.04, beats on revs

  • Braskem SA (BAK) reports Q1 net income of R 242 mln vs. R 3.947 bln last year; gross revenues -28% yr/yr to R 22.389 bln vs. R 19.254 bln Capital IQ consensus

  • Brighthouse Financial (BHF) misses by $0.38, misses on revs

  • BWX Technologies (BWXT) beats by $0.08, beats on revs; guides FY23 EPS in-line, revs above consensus

  • Cabot (CBT) reports EPS in-line, misses on revs; guides FY23 EPS in-line

  • Cactus (WHD) beats by $0.08, beats on revs

  • Cerence (CRNC) beats by $0.09, beats on revs; guides JunQ revs below consensus; guides FY23 revs in-line

  • Certara (CERT) reports EPS in-line, misses on revs; reaffirms FY23 EPS guidance, revs guidance

  • Choice Hotels (CHH) beats by $0.11, beats on revs; guides FY23 EPS in-line

  • Clarivate (CLVT) beats by $0.03, reports revs in-line; reaffirms FY23 EPS guidance, revs guidance

  • Clear Secure (YOU) beats by $0.01, beats on revs; guides Q2 revs above consensus; declared special dividend of $0.20

  • Corebridge Financial (CRBG) beats by $0.15

  • Coty (COTY) beats by $0.01, beats on revs; raises FY23 EPS in-line

  • CRISPR Therapeutics (CRSP) reports Q1 (Mar) results, beats on revs; provides business update

  • Cronos Group (CRON) beats by CC$0.01, misses on revs; guides FY23 revs below consensus; targeting positive cash flow in 2024

  • DaVita (DVA) beats by $0.03, beats on revs; raises FY23 EPS and free cash flow guidance

  • Denali Therapeutics (DNLI) misses by $0.10, beats on revs

  • Devon Energy (DVN) beats by $0.14, reports revs in-line, increases share-repurchase authorization by 50% to $3.0 billion; reiterates FY23 production guidance of 643,000-663,000 Boe per day

  • DigitalOcean (DOCN) misses by $0.01, reports revs in-line; guides Q2 EPS above consensus, revs in-line; guides FY23 EPS above consensus, reaffirms FY23 revs guidance

  • Duke Energy (DUK) misses by $0.06, beats on revs; reaffirms FY23 EPS guidance

  • Edgewell Personal Care (EPC) beats by $0.21, beats on revs; reaffirms FY23 EPS guidance, guides FY23 revs above consensus

  • eHealth (EHTH) misses by $0.02, beats on revs; guides FY23 revs above consensus

  • Elanco Animal Health (ELAN) beats by $0.16, beats on revs; guides FY23 EPS in-line, revs in-line

  • Enanta Pharmaceuticals (ENTA) beats by $0.14, misses on revs

  • Esperion Therapeutics (ESPR) misses by $0.13, beats on revs

  • Essential Utilities (WTRG) beats by $0.01, beats on revs; reaffirms FY23 EPS guidance

  • Everbridge (EVBG) beats by $0.12, beats on revs; guides Q2 EPS below consensus, revs above consensus; guides FY23 EPS in-line, revs in-line

  • EVgo Inc. (EVGO) misses by $0.05, misses on revs; reaffirms FY23 revs guidance

  • Fabrinet (FN) beats by $0.07, beats on revs; guides Q4 EPS below consensus, revs below consensus

  • FibroGen (FGEN) misses by $0.05, beats on revs; entered into exclusive license for FOR46 with Fortis Therapeutics

  • Fisker (FSR) misses by $0.10, misses on revs; expects production volume of 32,000-36,000 vehicles in 2023

  • ForgeRock (FORG) misses by $0.03, beats on revs

  • Genius Sports (GENI) misses by $0.06, beats on revs; raises FY23 revs above consensus

  • GlobalFoundries (GFS) beats by $0.03, reports revs in-line

  • Golub Capital (GBDC) beats by $0.01

  • Hain Celestial (HAIN) misses by $0.08, misses on revs; expects Q4 adjusted net sales to be down low single digit percentages yr/yr

  • Harmonic (HLIT) beats by $0.03, reports revs in-line; guides Q2 EPS mostly below consensus, revs below consensus; guides FY23 EPS in-line, revs in-line

  • Healthcare Realty (HR) misses by $0.01, reports revs in-line

  • Helios Technologies (HLIO) misses by $0.05, beats on revs; reiterates FY23 EPS above consensus, revs mostly above consensus

  • Henry Schein (HSIC) misses by $0.02, misses on revs; guides FY23 EPS in-line, reaffirms FY23 revs guidance

  • Hillenbrand (HI) beats by $0.03, beats on revs; guides Q3 EPS in-line; guides FY23 EPS in-line, revs above two analyst estimate

  • Hillman Solutions (HLMN) beats by $0.04, misses on revs, reaffirms FY23 revs

  • Hims & Hers Health (HIMS) reports EPS in-line, beats on revs; raises FY23 revs above consensus

  • Honest Company (HNST) misses by $0.08, beats on revs; announces transformation initiative

  • Hudbay Minerals (HBM) misses on top and bottom lines; reaffirms FY23 production guidance

  • Hudson Pacific Properties (HPP) misses by $0.07, misses on revs; Board approves 40-50% reduction in common stock dividend

  • ICU Medical (ICUI) beats by $0.31, reports revs in-line

  • IDEAYA Biosciences (IDYA) beats by $0.03, beats on revs

  • Innovative Industrial Properties (IIPR) beats by $0.32, beats on revs

  • Intapp (INTA) reports Q3 (Mar) results, beats on revs; guides Q4 revs above consensus

  • Inter Parfums (IPAR) beats by $0.25, reports revs in-line; reaffirms FY23 EPS guidance, revs guidance

  • Intl Flavors (IFF) misses by $0.02, beats on revs; guides Q2 revs below consensus; lowers FY23 revs below consensus

  • Intl Game Tech. PLC (IGT) beats by $0.01, beats on revs; guides Q2 revs below consensus; reaffirms FY23 revs guidance

  • Jacobs Engineering (J) beats by $0.03, beats on revs; guides FY23 EPS in-line

  • JELD-WEN (JELD) beats by $0.29, beats on revs; guides FY23 revs below consensus

  • Kemper (KMPR) misses by $0.18

  • Kforce (KFRC) reports EPS in-line, misses on revs; guides Q2 EPS in-line, revs below consensus

  • Kosmos Energy (KOS) misses on top and bottom lines

  • Latham Group (SWIM) misses by $0.07, beats on revs; reaffirms FY23 revs guidance

  • LCI Industries (LCII) beats by $0.31, beats on revs

  • Lion Electric (LEV) beats by $0.03, beats on revs

  • Lucid Group (LCID) misses by $0.02, misses on revs

  • Lumentum (LITE) misses by $0.03, reports revs in-line; guides JunQ EPS below consensus, revs below consensus

  • Maravai Life Sciences (MRVI) misses by $0.01, reports revs in-line; lowers FY23 revenue and adjusted EBITDA guidance

  • Masonite International (DOOR) beats by $0.40, beats on revs; reaffirms FY23 EPS guidance, revs guidance

  • McKesson (MCK) beats by $0.06, beats on revs; mid-point of FY24 EPS guidance is above consensus

  • Mersana Therapeutics (MRSN) misses by $0.04, misses on revs

  • MRC Global (MRC) beats by $0.01, beats on revs; confident in delivering double-digit sales growth in FY23

  • Mueller Water (MWA) misses by $0.02, reports revs in-line; guides FY23 revs in-line

  • Nexstar (NXST) beats by $0.50, beats on revs

  • Nintendo (NTDOY) reports FY23 results; provides outlook for FY24

  • Novanta (NOVT) beats by $0.10, beats on revs; guides Q2 EPS below consensus, revs in-line; guides FY23 EPS in-line, revs in-line

  • Novavax (NVAX) beats by $0.15, misses on revs; guides FY23 revs above consensus

  • Oatly Group AB (OTLY) misses by $0.01, beats on revs

  • Olaplex (OLPX) beats by $0.01, beats on revs; guides FY23 revs in-line

  • Palantir Technologies (PLTR) beats by $0.01, beats on revs; guides Q2 revs below consensus; guides FY23 revs in-line

  • Paymentus (PAY) beats by $0.01, beats on revs; guides Q2 revs in-line

  • PayPal (PYPL) beats by $0.07, reports revs in-line; guides Q2 EPS in-line, revs in-line; guides FY23 EPS above consensus

  • Perrigo (PRGO) beats by $0.02, reports revs in-line; guides FY23 EPS in-line, revs in-line

  • Plug Power (PLUG) misses by $0.10, beats on revs

  • PRA Group (PRAA) misses by $1.96, misses on revs

  • Primerica (PRI) beats by $0.02, misses on revs

  • Progyny (PGNY) beats by $0.10, beats on revs; guides Q2 EPS above consensus, revs above consensus; guides FY23 EPS above consensus, revs above consensus

  • Revolution Medicines (RVMD) beats by $0.10, beats on revs

  • Rover Group (ROVR) beats by $0.02, beats on revs; guides Q2 revs in-line; raises FY23 revs in-line

  • SeaWorld Entertainment (SEAS) misses by $0.14, beats on revs

  • Seres Therapeutics (MCRB) misses by $0.03, beats on revs

  • Shoals Technologies (SHLS) beats by $0.04, beats on revs; guides FY23 revs in-line

  • ShockWave Medical (SWAV) beats by $0.21, beats on revs; raises FY23 revs above consensus

  • Sibanye-Stillwater (SBSW) provides Q1 update

  • Sixth Street Specialty Lending (TSLX) beats by $0.13, beats on revs

  • Skyworks (SWKS) misses by $0.01, reports revs in-line; guides Q3 EPS below consensus, revs below consensus

  • Squarespace (SQSP) misses by $0.07, beats on revs; guides Q2 revs above consensus; guides FY23 revs above consensus

  • Sterling Check Corp. (STER) beats by $0.02, beats on revs; reaffirms FY23 revs guidance

  • Steven Madden (SHOO) beats by $0.01, beats on revs; reaffirms FY23 EPS guidance, revs guidance

  • Talos Energy (TALO) misses on top and bottom lines

  • TaskUs (TASK) beats by $0.05, beats on revs; guides Q2 revs below consensus; guides FY23 revs below consensus; Board approves $100 mln increase to share buyback plan

  • Tempur Sealy Int'l (TPX) beats by $0.02, reports revs in-line; reaffirms FY23 EPS guidance

  • Thoughtworks (TWKS) misses by $0.01, reports revs in-line; guides Q2 EPS below consensus, revs below consensus; guides FY23 EPS below consensus, revs below consensus

  • Transdigm Group (TDG) beats by $0.51, beats on revs; guides FY23 EPS above consensus, revs above consensus

  • Treace Medical Concepts (TMCI) beats by $0.01, beats on revs; guides FY23 revs mostly above consensus

  • Trex (TREX) beats by $0.05, reports revs in-line; guides Q2 revs above consensus; approves new share repurchase program for up to 10% of company's common stock

  • Under Armour (UAA) beats by $0.03, beats on revs; guides FY24 EPS below consensus

  • uniQure (QURE) misses by 0.76, misses on revs

  • Univar Solutions (UNVR) beats by $0.05, beats on revs; company entered into definitive agreement on March 23, 2023 to be acquired by funds managed by affiliates of Apollo Global Management

  • Veeco Instruments (VECO) beats by $0.10, beats on revs; guides Q2 EPS mostly above consensus, revs in-line

  • Ventas (VTR) beats by $0.03, beats on revs; reaffirms FY23 FFO guidance

  • Verona Pharma (VRNA) beats by $0.06

  • Vertex Energy (VTNR) beats by $0.58; misses on revs

  • Vivid Seats (SEAT) beats on revs; raises FY23 revs above consensus

  • Warby Parker (WRBY) beats by $0.02, beats on revs; guides FY23 revs in-line

  • Warner Music Group (WMG) reports Q2 (Mar) results, beats on revs

  • Waters (WAT) misses by $0.13, misses on revs; guides Q2 EPS below consensus, revs below consensus; guides FY23 EPS in-line, revs in-line

  • Western Digital (WDC) beats by $0.19, beats on revs; guides JunQ EPS below consensus, revs below consensus

  • WeWork (WE) misses by $0.03, reports revs in-line; guides Q2 revs below consensus

  • Xencor (XNCR) misses by $0.36, misses on revs

  • Y-mAbs Therapeutics (YMAB) beats by $0.16, beats on revs, raises FY23 DANYELZA net product revenue guidance, expects lower cash burn

News:

  • President Biden will meet with congressional leaders on debt ceiling today at 16:00 ET, according to Reuters

  • Treasury Secretary Janet Yellen says Treasury will use its tools to ensure that deposits in banks are safe; says there is enough liquidity in the banking system - CNBC

  • Treasury Secretary Janet Yellen says that recession is not the most likely path for the US economy; urges Congress to raise debt ceiling, says she will not get into what payments to prioritize in event of debt default - CNBC

  • Fund managers are warning of problems in commercial real estate, according to Financial Times

  • 3D Systems (DDD) will reduce headcount by approximately 6%

  • AdaptHealth (AHCO) announces that Stephen Griggs will step down as Chief Executive Officer by mutual agreement with the Board of Directors, effective June 30, 2023

  • Adaptive Biotechnologies (ADPT) announces FDA acceptance of Genentech's investigational new drug application for the first neoantigen-directed T-Cell therapy product in oncology

  • Alphabet (GOOG) to introduce AI updates at Google I/O on Wednesday, according to CNBC

  • AstraZeneca (AZN) reports FDA approval for Farxiga extended in the US to reduce risk of cardiovascular death and hospitalisation for heart failure to a broader range of patients

  • Aurinia Pharma (AUPH) announces data from the kidney biopsy sub-study of the AURORA clinical trial program was presented at the Congress of Clinical Rheumatology East Conference

  • Bally's Corporation (BALY) names Marcus Glover as CFO, replacing Bobby Lavan

  • Cenovus Energy (CVE) provides update on production impact of Alberta wildfires

  • Civista Bancshares' (CIVB) Board approves $13.5 mln stock repurchase program

  • ClearOne (CLRO) declares a special one-time cash dividend of $1.00 per share

  • Cohen & Steers (CNS) reports preliminary assets under management of $80.9 billion as of April 30, 2023, an increase of $1.0 billion from assets under management at March 31, 2023

  • Dragonfly Energy (DFLI) and Ioneer announce a commercial offtake agreement that the Company believes will strengthen U.S. battery supply chains and invest in the production and manufacturing of Nevada-sourced lithium

  • Enanta Pharmaceuticals (ENTA) announced topline data from SPRINT (SARS-Cov-2 PRotease INhibitor Treatment) Phase 2 clinical trial of EDP-235, Enanta's oral, 3CL protease inhibitor, in adults with mild or moderate COVID-19

  • FibroGen (FGEN) entered into an exclusive license with Fortis Therapeutics for FOR46, a potential first-in-class Phase 1 antibody-drug conjugate (ADC) targeting a novel epitope on CD46

  • Goldman Sachs (GS) will pay $215 mln to settle a gender discrimination case, according to Financial Times

  • Grupo Aeroportuario Del Sureste (ASR) reports total passenger traffic for April 2023

  • Guardant Health (GH) appoints Ines Dahne-Steuber as chief operating officer

  • Hut 8 Mining (HUT) reports April 2023 bitcoin production of 132, -57.3% yr/yr; remediation progressing at Drumheller, Alberta site

  • Jacobs Engineering (J) announces that its Board of Directors has unanimously approved a plan to separate its Critical Mission Solutions business from Jacobs, creating two independent companies, each positioned for greater success

  • Lilly (LLY) discloses first-in-class, interim Phase 2 data in pediatric patients and new analysis from Phase 3 program in adult patients for mirikizumab in ulcerative colitis

  • NY Times (NYT) will get $100 mln from Google (GOOG) over three year period for content sharing, according to the Wall Street Journal

  • NGM Bio (NGM) announces presentation of data from phase 2 investigator-sponsored trial of aldafermin for the Treatment of Patients with Diarrhea-Predominant Irritable Bowel Syndrome (IBS-D) and Bile Acid Malabsorption (BAM) at Digestive Disease Week 2023

  • Novavax (NVAX) announces that its COVID-Influenza Combination, stand-alone influenza and high-dose COVID vaccine candidates all showed a reassuring preliminary safety profile as well as comparable reactogenicity to individual Novavax influenza and COVID vaccine candidates or authorized influenza vaccine comparators

  • Oatly Group AB (OTLY) announces Global President Jean-Christophe Flatin will become the company's next Chief Executive Officer effective June 1, 2023

  • ON24, Inc. (ONTF) declares a special cash dividend of $1.09/share, payable on or about June 15, 2023

  • Perrigo (PRGO): Murray Kessler intends to retire as CEO and President July 31, 2023

  • Petrobras (PBR) is not conducting any sales transaction structuring in the private market and that it does not take part in the negotiations mentioned in the articles published in the media

  • Premier (PINC) announces that its Board of Directors is evaluating potential strategic alternatives to enhance value for stockholders

  • Procore Technologies (PCOR) appoints SVP of Finance Howard Fu as CFO

  • PureTech (PRTC) Founded Entity Vedanta Biosciences Receives Fast Track Designation for VE303 and Presents Phase 2 Data at Digestive Disease Week

  • RadNet (RDNT) reports EPS in-line, beats on revs; guides FY23 revs above consensus

  • Roche Hldg (RHHBY) receives FDA acceptance of application for Genentech's Vabysmo

  • Rocket Pharmaceuticals (RCKT) has received clearance from the U.S. FDA for the Company's Investigational New Drug application for RP-A601

  • Seres Therapeutics (MCRB) reports initial clinical data about SER-155

  • Standard Lithium (SLI) has signed a Joint Development Agreement with Koch Technology Solutions to share data and jointly develop and commercialize integrated lithium brine processing flowsheets for Standard Lithium's exclusive use in the Smackover Formation

  • Symbotic (SYM) and Associated Food Stores enter into a commercial agreement to implement Symbotic's A.I.-powered robotic warehouse automation technology in AFS' Utah distribution center

  • Tesla (TSLA) breaks ground on new lithium refinery in Texas, according to Reuters

  • trivago (TRVG) announces Johannes Thomas has assumed the role of CEO

  • UBS AG (UBS) announces new operating model and leadership team

  • Valero Energy (VLO) announces that Joseph W. Gorder, Valero's Chief Executive Officer and Chairman of the Board, has chosen to retire as CEO and has been elected as Executive Chairman of the Board, both effective June 30, 2023

M&A:

  • Amcor (AMCR) signs a definitive agreement to acquire Moda Systems, a manufacturer of state-of-the-art, automated protein packaging machines; financial terms were not disclosed

  • Aviat Networks (AVNW) acquires NEC's Wireless Transport Business

  • Colliers (CIGI) announces that its Colliers Engineering & Design division has acquired HILGARTWILSON, LLC; financial terms were not disclosed

  • Fortuna Silver Mines (FSM) strengthens its presence in West Africa with the acquisition of Chesser Resources

  • HSBC (HSBC) aiming to acquire its China fund partner, according to Reuters

  • SSR Mining (SSRM) to acquire an up to 40% interest and immediate operational control in the Hod Maden gold-copper development project in northeastern Trkiye from Lidya Mines

  • Tempur Sealy Int'l (TPX) to acquire Mattress Firm in cash and stock deal valued at approx. $4.0 bln; deal expected to be accretive, expected to close in 2H24

  • Viasat's (VSAT) acquisition of Inmarsat (IMASY) gets CMA approval to proceed without remedies

Syndicate:

  • Arcellx (ACLX) files mixed shelf securities offering

  • Chord Energy (CHRD) files mixed shelf securities offering

  • Employers Holdings (EIG) files mixed shelf securities offering

  • Granite Constr (GVA) commences $325 mln convertible notes offering

  • Lucid Group (LCID) files $7,400,017,750 mixed securities shelf offering; also files up to 44,350,000 shares common stock and up to 1,161,947,946 shares common stock by selling shareholders; relates to warrants

  • Wayfair (W) announces proposed offering of $600 million convertible senior notes

IPOs:

  • Expected to Price:

    • No IPOs expected.

Gapping Up/Down

  • Gapping up:

    • CLRO +59.9%, PLTR +18.2%, YMAB +15.2%, SHLS+14.4%, PGNY +8.9%, PAY +8.2%, DVA +7.6%, PINC+7.3%, HLIT +7.2%, AUDC +7.1%, BWXT +6.8%, HNRG +4.6%, CLVT +4.2%, ROVR +4%, ICUI +3.8%, SWAV +3.7%, KOS +3.2%, TREX +2.6%, MXCT +2.5%, RVMD +2.3%, GH +2.1%, DVN +2%, BRBR +2%, MCK+2%, INTA +2%, HPP +1.9%, ATKR +1.7%, ACM+1.6%, WDC +1.6%, VTNR +1.5%, TSLX +1.4%, JELD+1.4%, CRBG +1.3%, ONTF +1.2%, IIPR +1.1%, HBM+0.9%, VTR +0.8%

  • Gapping down:

    • ENTA -24.3%, SWKS -9.8%, DDD -9.2%, LCID -8.8%, CERT -6.7%, W -6.5%, MRVI -6.5%, AVTA -6.2%, TMCI -5.7%, HIMS -5.2%, PYPL -4.3%, SBSW -4.1%, BILI -3.5%, TASK -3.5%, ACLX -3.1%, FN -2.7%, BHF-2.6%, GBDC -2.3%, IDYA -2.2%, AMCR -2.1%, DRQ-2%, PRAA -2%, TALO -2%, SQSP -1.9%, XNCR-1.8%, IFF -1.7%, GVA -1.4%, BAK -1.4%, PCOR-1.2%, WTRG -1.1%, ACAD -1.1%, SAND -0.8%, CBT-0.8%, ASX -0.8%

 

Analyst Research (see Upgrades/Downgradescalendarfor full list):

  • Upgrades

    • Block (SQ) upgraded to Buy from Neutral at Phillip Securities; tgt $91

    • Enact Holdings (ACT) upgraded to Neutral from Underperform at BofA Securities; tgt raised to $27

    • Ferguson plc (FERG) upgraded to Buy from Hold at Jefferies; tgt raised to $181

    • Ingersoll-Rand (IR) upgraded to Outperform from In-line at Evercore ISI; tgt $71

    • NeoGenomics (NEO) upgraded to Buy from Neutral at BTIG Research; tgt $25

    • Qorvo (QRVO) upgraded to Outperform from Neutral at KGI Securities; tgt $120

    • Shoals Technologies (SHLS) upgraded to Outperform from Market Perform at Northland Capital; tgt $30

    • Shoals Technologies (SHLS) upgraded to Buy from Neutral at Guggenheim; tgt $30

    • Trex (TREX) upgraded to Buy from Neutral at BofA Securities; tgt raised to $66

  • Downgrades:

    • Bank of Nova Scotia (BNS) downgraded to Underweight from Equal Weight at Barclays

    • Codexis (CDXS) downgraded to Neutral from Buy at H.C. Wainwright

    • Cummins (CMI) downgraded to In-line from Outperform at Evercore ISI

    • Nabors Industries (NBR) downgraded to Equal Weight from Overweight at Barclays; tgt lowered to $150

    • Radian Group (RDN) downgraded to Underperform from Buy at BofA Securities

    • Royal Bank of Canada (RY) downgraded to Underweight from Overweight at Barclays

    • Shopify (SHOP) downgraded to Neutral from Overweight at Atlantic Equities; tgt raised to $65

    • Shopify (SHOP) downgraded to Sell from Hold at DZ Bank; tgt raised to $55

    • Skyworks (SWKS) downgraded to Market Perform from Outperform at BMO Capital Markets; tgt lowered to $100

    • TaskUs (TASK) downgraded to Underperform from Buy at BofA Securities; tgt lowered to $11

    • Toronto-Dominion Bank (TD) downgraded to Equal Weight from Overweight at Barclays

    • XPO, Inc. (XPO) downgraded to Hold from Buy at Stifel; tgt raised to $51

  • Others:

    • Alkami Technology (ALKT) initiated with an Overweight at JP Morgan; tgt $15

    • Check Point Software (CHKP) initiated with a Hold at Stifel; tgt $130

    • FactSet (FDS) initiated with an Equal Weight at Wells Fargo; tgt $435

    • Moody's (MCO) initiated with an Equal Weight at Wells Fargo; tgt $312

    • MSCI (MSCI) initiated with an Overweight at Wells Fargo; tgt $570

    • S&P Global (SPGI) initiated with an Overweight at Wells Fargo; tgt $415

    • Simulations Plus (SLP) initiated with a Buy at BTIG Research; tgt $55

Econ Data:

  • No economic data of note.

Earnings:

  • Monday (May 8)

    • Morning:  ACRS BNTX BTAI DK DISH ENR FRPT HNI KKR LL SIX THS TSN VTRS

    • Afternoon: DDD ACAD ADTN ACM AEL AVTA BRBR BHF BWXT CBT CERT DVA DVN DRQ WTRG FN FGEN HLIT HLIO HI HIMS HBM HPP ICUI IIPR IPAR IFF JELD KMPR KFRC LCID MRVI DOOR MCK MRC MWA PLTR PAY PYPL PRAA PRI PGNY ROVR SHLS SWAV TSLX SWKS TALO TASK TREX VECO VTR WDC XNCR YMAB

  • Tuesday (May 9)

    • Morning: MASS AHCO APD ALIT AMCX APO ARMK ATKR BALY BSY BLUE WHD CTLT CRNC CHH CLVT YOU CRBG COTY DOCN DUK EPC EHTH ELAN ESPR EVBG EVGO FSR FOXA GENI GFS HAIN HR HSIC HLMN HNST IGT J SWIM LCII LITE NXST NKLA NOVT NVAX OTLY OLPX PAYO PRGO RDNT SCSC SEAS SQSP STER SHOO SLVM TPX TWKS TDG UAA WRBY WMG WAT WE

    • Afternoon:  AFRM AGTI ABNB AKAM BIRD AMPL AMRS ANGI APPN ARRY AXON AZTA BTG BLND BLNK BE CDRE CARG CE CELH CLNE COMP CPNG CRCT CTOS CUTR DAR DIOD DUOL BROS EA EBS EDR ESE EXAS EXEL EXFY FLYW GPRO GO GH GXO HRB HALO HCAT HRT TWNK IAC ICFI ICHR NVTA IOVA IRBT JXN KGC LZ LNW LNC LPSN LAZR MNKD MQ MASI MTTR MRTX MODN NTRA NHI NKTR KIND OXY OLO LPRO ONL ORA PETQ PRIM PRA PTRA PUBM QTWO RXT RPD RVNC RNG RIVN SILK SUPN TTGT TOST MODG TWLO UPST VVX SPCE VRDN VTLE VZIO VTEX WTI WYNN XENE ZD ZIP

  • Wednesday (May 10)

    • Morning:  DIBS BLDP BCO BAM CAMT CLBT CEVA COHR EBIX EXK EVRI FA GDRX HL KRNT LI LFST MLCO MIDD NABL NYT NOMD ODP PFGC RETA REYN RBLX SHCR SYNH TBLA TEVA SKIN VVV VCEL VERX VSH WEN WWW XMTR

    • Afternoon:  ACVA ALRM ALGM DOX APP BYND CAKE CDE CPA CRSR CR LAW DM DV FLEX FRG G GRPN INO JAZZ MGNI MFC NTR NUVA OSUR PAAS PAR PYCR PLBY PRPL RPAY RBA HOOD SONO SOVO STE STKL TTEK TTD COOK U VUZI DIS

  • Thursday (May 11)

    • Morning: FLWS AQN ATHM CRL CYBR ENTG FVRR HAE HIMX HLLY JD KELYA DNUT EYE NICE NVMI PKI PGTI TPR TNK USFD UTZ YETI

    • Afternoon:  EGHT ARLO GEN HRTX INDI NWSA SANM SLF

  • Friday (May 12) 

    • Morning:  EMBC SPB


Asia & Europe detail:

Asia: Nikkei +1.0%, Hang Seng -2.1%, Shanghai Composite -1.1%

Equity indices in the Asia-Pacific region ended Tuesday on a mostly lower note. China reported a larger than expected trade surplus for April, though imports decreased more than expected. G7 finance ministers and central bankers are expected to announce a plan for dealing with bank runs during their three-day meeting that will begin on Thursday in Japan. Australia is on track to record its first budget surplus in 15 years in its FY22/23 budget.

  • In economic data:

    • China's April trade surplus $90.21 bln (expected surplus of $71.60 bln; last surplus of $88.19 bln). April Imports -7.9% yr/yr (expected -5.0%; last -1.4%) and Exports 8.5% yr/yr (expected 8.0%; last 14.8%)

    • Japan's March Average Cash Earnings 0.8% yr/yr (last 0.8%). March Household Spending -0.8% m/m (expected 1.5%; last -2.4%); -1.9% yr/yr (expected 0.4%; last 1.6%)

    • Australia's March Retail Sales 0.4% m/m, as expected (last 0.2%)

    • New Zealand's April Electronic Card Retail Sales 0.7% m/m (expected -0.2%; last 0.7%); 6.4% yr/yr (expected 8.6%; last 15.5%)

---Equity Markets---

  • Japan's Nikkei: +1.0%

  • Hong Kong's Hang Seng: -2.1%

  • China's Shanghai Composite: -1.1%

  • India's Sensex: UNCH

  • South Korea's Kospi: -0.1%

  • Australia's ASX All Ordinaries: -0.2%

---FX---

  • USD/JPY: -0.1% to 134.84

  • USD/CNH: +0.1% to 6.9251

  • USD/INR: +0.3% to 82.02

 

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