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Writer's pictureSimon Charles Hooper

12/05/23 Briefing

Updated: May 15, 2023


The S&P 500 futures are up 14 points and are trading 0.3% above fair value. The Nasdaq 100 futures are up 23 points and are trading 0.1% above fair value. The Dow Jones Industrial Average futures are up 130 points and are trading 0.4% above fair value.

Stock futures trade on a more upbeat note this morning. A bounce in regional bank stocks is helping sentiment, along with concerns about the debt ceiling easing up somewhat. The meeting between President Biden and congressional leaders has been deferred until early next week. According to NBC News, a source said this is a positive development because staffers continue to negotiate. 

Fed Governor Bowman (FOMC voter) said that if inflation remains high and the labor remains tight, additional tightening may be appropriate. 

The 2-yr Treasury note yield is up two basis points to 3.92% and the 10-yr note yield is up three basis points to 3.43%.

Energy complex futures are moving higher. WTI crude oil futures are up 0.4% to $71.17/bbl and natural gas futures are up 0.2% to $2.35/mmbtu.

In corporate news:

  • News Corp. (NWSA 17.41, +0.67, +4.0%): beats by $0.05, beats on revs; expects to achieve at least $160 mln in annualized savings from headcount reductions

  • Tesla (TSLA 176.15, +4.03, +2.3%): increased prices for all vehicles in US with the exception of Model 3, according to Reuters; Late yesterday Elon Musk announced on Twitter that he's hired a new CEO of X/Twitter

  • PacWest (PACW 4.81000, +0.1200, +2.6%): rebounding after steep losses

  • Fox Corp (FOXA 30.10, -0.57, -1.9%): downgraded to Equal Weight from Overweight at Wells Fargo

  • Meta Platforms (META 238.48, +2.69, +1.2%): introducing the AI Sandbox for advertisers and expanding its Meta Advantage suite

  • Spectrum Brands (SPB 69.00, -2.34, -3.3%): reports EPS in-line, misses on revs; guides FY23 revs below consensus

  • Icahn Enterprises (IEP 33.84, +2.19, +6.9%): Public documents say that IEP Board approved a $500 mln buyback, according to Bloomberg

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region ended the week on a mixed note. Japan's Nikkei: +0.9% (+0.8% for the week), Hong Kong's Hang Seng: -0.6% (-2.1% for the week), China's Shanghai Composite: -1.1% (-1.9% for the week), India's Sensex: +0.2% (+1.6% for the week), South Korea's Kospi: -0.6% (-1.0% for the week), Australia's ASX All Ordinaries: +0.1% (+0.5% for the week).

    • In economic data:

      • Hong Kong's Q1 GDP 5.3% qtr/qtr, as expected (last 0.0%); 2.7% yr/yr, as expected (last -4.2%)

      • New Zealand's April Business PMI 49.1 (expected 50.7; last 48.1) and March Visitor Arrivals -2.9% m/m (expected 106.2%; last 0.6%). Q2 Business Inflation Expectations 2.8% qtr/qtr (last 3.3%)

    • In news:

      • Trade ministers from China and Australia held their first in-person conversation since 2019.

      • National Security Advisor Jake Sullivan met with China's top diplomat Wang Yi for two days in Austria.

      • Honda and Nissan reported strong results for the quarter.

  • Major European indices trade on a firmly higher note. STOXX Europe 600: +0.5% (+0.1% week-to-date), Germany's DAX: +0.5% (-0.3% week-to-date), U.K.'s FTSE 100: +0.3% (-0.4% week-to-date), France's CAC 40: +0.7% (+0.1% week-to-date), Italy's FTSE MIB: +1.0% (UNCH week-to-date), Spain's IBEX 35: +1.0% (+1.4% week-to-date).

    • In economic data:

      • U.K.'s Q1 GDP 0.1% qtr/qtr, as expected (last 0.1%); 0.2% yr/yr, as expected (last 0.6%). Q1 Business Investment 0.7% qtr/qtr (expected -0.4%; last -0.2%); 3.2% yr/yr (expected 11.9%; last 10.8%). March Construction Output 0.2% m/m (expected -0.2%; last 2.6%); 4.1% yr/yr (expected 3.6%; last 6.0%). March Industrial Production 0.7% m/m (expected 0.1%; last -0.1%); -2.0% yr/yr (expected -2.9%; last -2.7%). March Manufacturing Production 0.7% m/m (expected -0.1%; last 0.1%); -1.3% yr/yr (expected -2.5%; last -1.9%). March trade deficit GBP16.36 bln (expected deficit of GBP17.50 bln; last deficit of GBP16.46 bln)

      • France's April CPI 0.6% m/m, as expected (last 0.7%); 5.9% yr/yr, as expected (last 5.7%)

      • Spain's April CPI 0.6% m/m, as expected (last 0.4%); 4.1% yr/yr, as expected (last 3.3%)

    • In news:

      • European Central Bank policymaker Nagel repeated that the rate hike in May was not the last one of the cycle and that more tightening is likely after the summer.

      • Allianz and Societe Generale reported better than expected results for the quarter.

 

U.S. equity futures:

  • S&P 500 Futures: +13 @ 4,144

  • DJIA Futures: +130 @ 33,440

  • Nasdaq 100 Futures: +21 @ 13,411

Overseas:

  • Europe: DAX +0.5%, FTSE +0.3%, CAC +0.7%

  • Asia: Nikkei +0.9%, Hang Seng -0.6%, Shanghai Composite -1.1%

Commodities:

  • Crude Oil +0.24 @ 71.11

  • Nat Gas +0.004 @ 2.194

  • Gold -10.70 @ 2009.80

  • Silver -0.401 @ 24.023

  • Copper +0.0302 @ 3.7402


 

Earnings/Guidance:

  • 8x8 (EGHT) beats by $0.02, reports revs in-line; guides JunQ revs below consensus; guides FY24 revs below consensus

  • Amylyx Pharmaceuticals (AMLX) reports Q2 results

  • AngloGold Ashanti (AU) reports Q1 results; to voluntarily delist from ASX

  • Arlo Technologies (ARLO) beats by $0.06, beats on revs; guides Q2 EPS mostly above consensus, revs above consensus

  • Avita Medical (RCEL) reports EPS in-line, misses on revs

  • Blue Bird (BLUE) beats by $0.19, beats on revs; guides FY23 revs above consensus; reaffirms long-term financial targets

  • Catalent (CTLT) provided Q3 (Mar) guidance last night when it filed to delay form 10-Q

  • DICE Therapeutics (DICE) beats by $0.04

  • Embecta Corp. (EMBC) beats by $0.27, beats on revs; guides FY23 EPS above consensus, revs in-line

  • Gen Digital (GEN) beats by $0.02, reports revs in-line; guides Q1 EPS in-line, revs in-line

  • Getty Images (GETY) reports Q1 results, beats on revs; guides FY23 revs in-line

  • GlaxoSmithKline (GSK) presents pivotal data at ESPID confirming effectiveness of its 5-in-1 meningococcal ABCWY vaccine candidate, with demonstrated coverage against a panel of 110 MenB strains

  • GlaxoSmithKline (GSK) provides statement on Zantac litigation update in BC Canada

  • Harrow Health (HROW) beats by $0.01, beats on revs

  • Heron Therapeutics (HRTX) misses by $0.07, reports revs in-line

  • IAMGOLD (IAG) beats on top and bottom lines

  • indie Semiconductor (INDI) beats by $0.01, beats on revs; plans to scale to $205-210 mln annualized run-rate in Q2; on track to reach profitability in 2H23(

  • IonQ (IONQ) misses single analyst estimate by $0.05, beats on revs, raises FY23 revenue guidance

  • News Corp. (NWSA) beats by $0.05, beats on revs; expects to achieve at least $160 mln in annualized savings from headcount reductions

  • Sanmina (SANM) beats by $0.04, beats on revs; guides Q3 EPS in-line, revs in-line; authorizes up to additional $200 mln for share buyback program

  • Sanofi (SNY) reports Nirsevimab delivers 83% reduction in RSV infant hospitalizations in a real-world clinical trial setting

  • SoundHound AI (SOUN) misses by $0.01, reports revs in-line; reaffirms FY23 revs guidance

  • Spectrum Brands (SPB) reports EPS in-line, misses on revs; guides FY23 revs below consensus

  • Sun Life (SLF) beats by CC$0.01; increased dividend to $0.75/share

  • Ventyx Biosciences (VTYX) misses by $0.03

  • Westrock Coffee Company (WEST) misses by $0.12; misses on revs; reaffirms FY23 adjusted EBITDA growth forecast

  • YPF Soc. Anonima (YPF) beats by 0.03; misses on revs

News:

  • President Biden's debt ceiling meeting with House Speaker Kevin McCarthy scheduled for Friday pushed to next week, according to Bloomberg

  • Border security officials are attempting to maintain order as Title 42 expires. House Republicans pass border security legislation, but it will be dead on arrival in the Senate, according to the New York Times

  • US and China pledge to maintain communication after officials from both nations meet, according to Reuters

  • Fed Governor Michelle Bowman (voting FOMC member) says should inflation remain high and the labor market remain tight, additional monetary policy tightening will likely be appropriate

  • AmerisourceBergen (ABC): Walgreens Boots Alliance (WBA) sells shares of AmerisourceBergen for $694 mln of initial proceeds

  • ARS Pharmaceuticals (SPRY) announces FDA Advisory Committee Votes in Support of Favorable Benefit-Risk Profile for neffy (Intranasal (IN) Epinephrine) for the Treatment of Allergic Reactions (Type 1), Including Anaphylaxis

  • Ashland (ASH) increases quarterly dividend 15% to $0.385 cents/share from $0.335 cents/share and announces $100 million share repurchase program

  • Bally's Corporation (BALY): proposed site plan for Chicago casino approved by Chicago Department of Planning and Urban Development; to begin construction in late 2024

  • Boeing (BA): State Department has approved sale of Chinook helicopters to Germany, according to Reuters

  • Embraer SA (ERJ) and NetJets announce deal for up to 250 Praetor 500 jets in excess of $5 bln

  • Haleon plc (HLN): GSK completes sale of shares in Haleon

  • Icahn Enterprises (IEP): Public documents say that IEP Board approved a $500 mln buyback, according to Bloomberg

  • Innoviva (INVA) reports Results from Pivotal Phase 3 ATTACK Trial of Investigational Sulbactam-Durlobactam for Treatment of Serious Infections Caused by Acinetobacter Published in The Lancet Infectious Diseases

  • Marriott Vacations (VAC) announces increased share repurchase authorization

  • MBIA (MBI) elected current director Steven J. Gilbert as Chairman of the Board of Directors

  • Meta Platforms (META) introducing the AI Sandbox for advertisers and expanding its Meta Advantage suite

  • Old Republic (ORI) authorizes $450 mln share repurchase program

  • Ouster (OUST) announces that Motional has selected Ouster as the exclusive provider of long-range lidar sensors for its all-electric IONIQ 5-based robotaxis

  • Pembina Pipeline (PBA): all facilities previously shut down due to wildfires have resumed operations; not aware of any material damage to assets

  • Penske Auto (PAG) increases quarterly dividend to $0.66/share from $0.61/share

  • Petrobras (PBR) has obtained authorization from the National Agency of Petroleum, Natural Gas, and Biofuels to resume production from four more facilities in the Bahia Terra Cluster

  • Philips (PHG) to pay more than $62 mln to settle FCPA charges

  • Post (POST): Post Holdings Partnering Corporation (PSPC) to redeem all its outstanding shares of common stock, effective May 30, as it will not consummate partnering transaction within the time period required

  • Protagonist (PTGX) reports positive results from Phase 1 and pre-clinical studies of oral interleukin-23 receptor antagonist JNJ-2113

  • Sanmina (SANM) files to delay form 10-Q; discloses non-reliance on previously issued financial statements or a related audit report or completed interim review

  • Terran Orbital (LLAP) announced the Terran Orbital-developed Pathfinder Technology Demonstrator 3 (PTD-3) satellite enabled a successful 200 gigabits per second space-to-ground optical link

  • Tesla (TSLA) aiming to recall 1.1 mln foreign produced vehicles, according to Reuters

  • Tesla (TSLA) increased prices for all vehicles in US with the exception of Model 3, according to Reuters

  • Twitter: Linda Yaccarino is in discussions to become the new CEO of Twitter, according to the Wall Street Journal

  • Veracyte (VCYT) announces that new data show use of the Prosigna test significantly changed treatment decisions for patients with early-stage breast cancer

M&A:

  • First Solar (FSLR) acquires Evolar

  • KKR (KKR) will purchase Rakuten's stake in Seiyu

  • Nabors Energy Transition Corp (NETC) receive stockholder approval to extend deadline to complete initial business combination

  • Vital Energy (VTLE) expands Permian footprint with Delaware Basin acquisition; will be an accretive acquisition

Syndicate:

  • ANI Pharma (ANIP) announces proposed public offering of common stock

  • Astria Therapeutics (ATXS) files $250 mln mixed shelf securities offering

  • Excelerate Energy (EE) files $500 mln mixed shelf securities offering

  • Humacyte (HUMA) and Oberland Capital announce funding arrangement totaling up to $160 million

  • Mirion Technologies (MIR) prices offering of 7.0 mln shares of common stock by certain selling stockholders at $7.65 per share

  • Navios Maritime Partners (NMM) files $500 mln mixed shelf securities offering

  • Ouster (OUST) files for 3,631,429 shares common stock by selling shareholders

  • Solo Brands (DTC) prices secondary offering of 11,304,348 shares of common stock at $5.25 per share

IPOs:

  • Softbank (SFTBY) aiming to pitch $10 bln IPO for its chip designer division, according to Bloomberg

  • Expected to Price: No IPOs expected to price.

Gapping Up/Down

  • Gapping up:

    • BLBD +32.8%, OUST +10.4%, AMLX +9.3%, ERJ+5.2%, SANM +3.3%, NWSA +3.3%, HRTX +3.1%, FSLR +2%, GSK +1.7%, BE +1.7%, LLAP +1.6%, ARLO +1.4%, SLF +1.1%, VTYX +1.1%, PBA +0.9%, YPF +0.8%

  • Gapping down:

    • HROW -9.5%, ANAB -8.6%, IONQ -8.4%, AU -6.8%, ANIP -6.4%, WEST -3.4%, DTC -3.3%, MIR -3%, RCEL -2.4%, NMM -1.7%, SOUN -1.6%, IAG -1.6%, WERN -1.5%, VCYT -0.9%, MDRX -0.8%

 

Analyst Research (see Upgrades/Downgradescalendarfor full list):

  • Upgrades

    • Allakos (ALLK) upgraded to Buy from Hold at Jefferies; tgt raised to $9

    • American States Water (AWR) upgraded to Equal Weight from Underweight at Wells Fargo; tgt raised to $94

    • Barclays PLC (BCS) upgraded to Outperform from Sector Perform at RBC Capital Mkts

    • Electronic Arts (EA) upgraded to Buy from Hold at DZ Bank; tgt $142

    • Enovis Corporation (ENOV) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $67

    • Euronav (EURN) upgraded to Buy from Hold at Deutsche Bank; tgt $20

    • Iris Energy (IREN) upgraded to Overweight from Neutral at Cantor Fitzgerald; tgt raised to $7

    • Nutrien (NTR) upgraded to Outperform from Mkt Perform at Raymond James; tgt $85

    • Pearson Plc (PSO) upgraded to Overweight from Equal-Weight at Morgan Stanley

    • Vitru (VTRU) upgraded to Outperform from Neutral at Credit Suisse; tgt $23

  • Downgrades:

    • Arrowhead (ARWR) downgraded to Market Perform from Outperform at SVB Securities; tgt $40

    • Aveanna (AVAH) downgraded to Mkt Perform from Strong Buy at Raymond James

    • Diageo plc (DEO) downgraded to Hold from Buy at Jefferies; tgt lowered to $190

    • Fox Corporation (FOXA) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $35

    • ImmunityBio (IBRX) downgraded to Neutral from Overweight at Piper Sandler; tgt lowered to $4

    • PayPal (PYPL) downgraded to Neutral from Outperform at Exane BNP Paribas

    • SJW (SJW) downgraded to Underweight from Equal Weight at Wells Fargo; tgt $76

    • Twilio (TWLO) downgraded to Neutral from Buy at Mizuho; tgt lowered to $55

    • Walt Disney (DIS) downgraded to Peer Perform from Outperform at Wolfe Research

  • Others:

    • Biomea Fusion (BMEA) initiated with an Overweight at Barclays; tgt $50

    • Genmab (GMAB) initiated with an Underweight at Morgan Stanley

    • Green Plains (GPRE) resumed with a Buy at BofA Securities; tgt $39

    • LanzaTech (LNZA) initiated with a Buy at Roth MKM; tgt $8

    • Palo Alto Networks (PANW) initiated with an Overweight at CapitalOne; tgt $247

    • SoFi Technologies (SOFI) initiated with a Buy at Truist; tgt $8

    • Surgery Partners (SGRY) initiated with a Buy at Mizuho; tgt $48

Econ Data:

  • 08:30 ET: Import Prices for Apr (Briefing.comConsensus NA; Prior -0.6%)

  • 08:30 ET: Import Prices ex-oil for Apr (Briefing.comConsensus NA; Prior -0.5%)

  • 08:30 ET: Export Prices for Apr (Briefing.comConsensus NA; -0.3%)

  • 08:30 ET: Export Prices ex-ag for for Apr (Briefing.comConsensus NA; Prior -0.2%)

  • 10:00 ET: Univ of Michigan Consumer Sentiment - Prelim for May (Briefing.comConsensus 62.9; Prior 63.5)

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 +0.9%, Hang Seng -0.6%, Shanghai Composite -1.1%

Equity indices in the Asia-Pacific region ended the week on a mixed note. Trade ministers from China and Australia held their first in-person conversation since 2019. Separately, National Security Advisor Jake Sullivan met with China's top diplomat Wang Yi for two days in Austria. Honda and Nissan reported strong results for the quarter.

  • In economic data:

    • Hong Kong's Q1 GDP 5.3% qtr/qtr, as expected (last 0.0%); 2.7% yr/yr, as expected (last -4.2%)

    • New Zealand's April Business PMI 49.1 (expected 50.7; last 48.1) and March Visitor Arrivals -2.9% m/m (expected 106.2%; last 0.6%). Q2 Business Inflation Expectations 2.8% qtr/qtr (last 3.3%)

---Equity Markets---

  • Japan's Nikkei: +0.9% (+0.8% for the week)

  • Hong Kong's Hang Seng: -0.6% (-2.1% for the week)

  • China's Shanghai Composite: -1.1% (-1.9% for the week)

  • India's Sensex: +0.2% (+1.6% for the week)

  • South Korea's Kospi: -0.6% (-1.0% for the week)

  • Australia's ASX All Ordinaries: +0.1% (+0.5% for the week)

---FX---

  • USD/JPY: +0.1% to 134.65

  • USD/CNH: UNCH at 6.9579

  • USD/INR: +0.1% to 82.16

 

Europe: DAX +0.5%, FTSE +0.3%, CAC +0.7%

Major European indices trade on a firmly higher note. European Central Bank policymaker Nagel repeated that the rate hike in May was not the last one of the cycle and that more tightening is likely after the summer. Allianz and Societe Generale reported better than expected results for the quarter.

  • In economic data:

    • U.K.'s Q1 GDP 0.1% qtr/qtr, as expected (last 0.1%); 0.2% yr/yr, as expected (last 0.6%). Q1 Business Investment 0.7% qtr/qtr (expected -0.4%; last -0.2%); 3.2% yr/yr (expected 11.9%; last 10.8%). March Construction Output 0.2% m/m (expected -0.2%; last 2.6%); 4.1% yr/yr (expected 3.6%; last 6.0%). March Industrial Production 0.7% m/m (expected 0.1%; last -0.1%); -2.0% yr/yr (expected -2.9%; last -2.7%). March Manufacturing Production 0.7% m/m (expected -0.1%; last 0.1%); -1.3% yr/yr (expected -2.5%; last -1.9%). March trade deficit GBP16.36 bln (expected deficit of GBP17.50 bln; last deficit of GBP16.46 bln)

    • France's April CPI 0.6% m/m, as expected (last 0.7%); 5.9% yr/yr, as expected (last 5.7%)

    • Spain's April CPI 0.6% m/m, as expected (last 0.4%); 4.1% yr/yr, as expected (last 3.3%)

---Equity Markets---

  • STOXX Europe 600: +0.5% (+0.1% week-to-date)

  • Germany's DAX: +0.5% (-0.3% week-to-date)

  • U.K.'s FTSE 100: +0.3% (-0.4% week-to-date)

  • France's CAC 40: +0.7% (+0.1% week-to-date)

  • Italy's FTSE MIB: +1.0% (UNCH week-to-date)

  • Spain's IBEX 35: +1.0% (+1.4% week-to-date)

---FX---

  • EUR/USD: -0.1% to 1.0903

  • GBP/USD: +0.2% to 1.2535

  • USD/CHF: -0.1% to 0.8932


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