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Writer's pictureSimon Charles Hooper

12/06/23 Briefing


The S&P 500 futures are up 12 points and are trading 0.3% above fair value. The Nasdaq 100 futures are up 74 points and are trading 0.5% above fair value. The Dow Jones Industrial Average futures are up 40 points and are trading 0.1% above fair value.

Stock futures have a positive disposition to start the week. Some hopeful anticipation that the Fed will not raise rates has contributed to the positive bias along with relative strength in the mega cap stocks. It's a big week of news that will feature the release of the May Consumer Price Index and Retail Sales, along with policy decisions from the FOMC, the European Central Bank, and the Bank of Japan.

Oil prices are lower, down 2.3% to $68.58/bbl, following news that Goldman Sachs has cut its price forecast for Brent Crude (to $86 from $95) and WTI Crude (to $81 from $89) due to higher oil supplies.

Treasuries are little changed from Friday's settlement levels. The 2-yr note yield is down two basis points to 4.60% and the 10-yr note yield is up one basis point to 3.75%.

Economic data today is limited to the May Treasury Budget (prior $176.0 billion) at 2:00 p.m. ET.

In corporate news:

  • Illumina (ILMN 208.20, +7.67, +3.8%): provides CEO transition plan, CEO Francis deSouza resigned effective June 11

  • Biogen (BIIB 315.80, +6.92, +2.2%): late Friday, FDA Advisory Committee votes unanimously to confirm the clinical benefit of LEQEMBI

  • Chinook Therapeutics (KDNY 39.52, +15.51, +64.2%): to be acquired by Novartis (NVS) for $40.00 per share upfront plus contingent value right of up to $4.00 per share

  • Carnival (CCL 13.87, +0.78, +6.0%) upgraded to Overweight from Neutral at JP Morgan; upgraded to Buy from Neutral at BofA Securities

  • NASDAQ (NDAQ 53.50, -4.33, -7.5%): to acquire Adenza, a provider of mission-critical risk management and regulatory software for $10.5 billion in cash and shares of common stock

  • Amazon (AMZN 124.38, +0.95, +0.8%): Bank of America reiterated its Buy rating and raised its price target to $154 from $139

  • Oracle (ORCL 114.50, +4.65, +4.2%): upgraded to Outperform from Peer Perform at Wolfe Research

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region began the week on a mostly higher note while markets in Australia were closed for a holiday. Japan's Nikkei: +0.5%, Hong Kong's Hang Seng: +0.1%, China's Shanghai Composite: -0.1%, India's Sensex: +0.2%, South Korea's Kospi: -0.5%, Australia's ASX All Ordinaries: +0.3%.

    • In economic data:

      • Japan's May PPI -0.7% m/m (expected -0.2%; last 0.3%); 5.1% yr/yr (expected 5.5%; last 5.9%). May Machine Tool Orders -22.2% yr/yr (last -14.4%)

      • New Zealand's May Electronic Card Retail Sales 3.3% yr/yr (last 6.4%); -1.7% m/m (last 0.4%)


  • In news:

    • A few more large Chinese banks cut their deposit rates and there was ongoing speculation that the People's Bank of China will lower its medium-term facility rate in the coming days.

    • The Bank of Japan sees a need to continue monetary stimulus and little need of implementing a tweak to yield curve control.

    • South Korea's exports through the first ten days of June were up 1.2% yr/yr while chip exports were down 31.1%.



  • Major European indices trade in positive territory. STOXX Europe 600: +0.3%, Germany's DAX: +0.7%, U.K.'s FTSE 100: +0.1%, France's CAC 40: +0.6%, Italy's FTSE MIB: +0.6%, Spain's IBEX 35: +0.4%.

    • There was no noteworthy data

    • In news:

      • Germany's economy ministry expects growth between 1.6% and 1.9% in 2024.

      • Bank of England policymaker Haskel said that persistent inflation risks must be guarded against and that additional rate hikes could not be ruled out.

      • The Italian government has reportedly warned that a shortage of skilled construction, IT, and engineering workers is delaying projects funded by the post-pandemic recovery program.

      • Swiss National Bank President Jordan repeated that the fight against inflation has not ended yet.

      • Former Italian Prime Minister Berlusconi died at the age of 86.



U.S. equity futures:

  • S&P 500 Futures: +14 @ 4,313

  • DJIA Futures: +44 @ 33,921

  • Nasdaq 100 Futures: +85 @ 14,613

Overseas:

  • Europe: DAX +0.7%, FTSE +0.1%, CAC +0.6%

  • Asia: Nikkei +0.5%, Hang Seng +0.1%, Shanghai Composite -0.1%

Commodities:

  • Crude Oil -1.58 @ 68.59

  • Nat Gas -0.015 @ 2.239

  • Gold +0.55 @ 1977.75

  • Silver -0.105 @ 24.305

  • Copper -0.0268 @ 3.7622


Earnings/Guidance:

  • Autoliv ( ALV 1.88% ) reiterates financial targets at Investor Day

  • Catalent ( CTLT 10.87% ) reports Q3 results; lowers FY23 guidance

News:

  • Fed expected to skip rate hike at this week's meeting, according to Bloomberg

  • China is using secret base in Cuba to spy on US, according to Politico

  • Former President Trump says he will continue running for president even if he is convicted and sent to prison. He will appear in court tomorrow at 3pm, according to Politico

  • Scotland's former first minister Nicola Sturgeon has been arrested, according to the New York Times

  • US will allow South Korea and Taiwan chipmakers to keep operations in China, according to the Wall Street Journal

  • Port of Seattle shut its cargo operations, according to Bloomberg

  • San Francisco hotel market is struggling amid crime and quality of life issues, according to the Wall Street Journal

  • George Soros hands control of empire to his son, according to Wall Street Journal interview

  • 23andMe ( ME 0.78% ) discloses in SEC filing that its CEO approved a workforce reduction involving approximately 75 employees; severance and benefit continuation charges estimated to be about $3.5 mln

  • Actinum Pharma ( ATNM 3.26% ) announces "positive" SIERRA trial results in an oral presentation at the European Hematology Association 2023 Congress

  • Acushnet ( GOLF 0.38% ) to purchase up to an aggregate of $100 mln of shares from Magnus

  • Allakos ( ALLK 5.21% ) announces an oral presentation at the European Academy of Allergy and Clinical Immunology Hybrid Congress 2023

  • Allogene Therapeutics ( ALLO 3.72% ) Announces Oral Presentation of Phase 1 Data on ALLO-501/501A in Large B Cell Lymphoma at the International Conference on Malignant Lymphoma (ICML) Lugano

  • Anavex Life Sciences ( AVXL 1.20% ) Reports Publication in Medical Journal Signifying Continued Commitment for Improvement of the Rett Syndrome Caregiver Outcome Measure RSBQ

  • Apple ( AAPL 0.16% ) and Amazon (AMZN): Judge says cos must face a consumer antitrust lawsuit relating to prices sold on Amazon, according to Reuters

  • Artisan Partners Asset Mgmt ( APAM 0.25% ) reports May 2023 assets under management totaled $136.4 billion

  • AstraZeneca ( AZN 0.61% ) reports Capivasertib in combination with Faslodex granted Priority Review in the US for patients with advanced HR-positive breast cancer

  • Bausch + Lomb ( BLCO 0.05% ) launches PreserVision AREDS 2 Formula Soft Gels Plus CoQ10 in the US

  • Biogen ( BIIB 1.25% ): FDA advisors unanimously vote to recommend Alzheimer's drug - CNBC

  • Bluebirdbio ( BLUE 0.96% ) in slide presentation says it is evaluating opportunities to extend cash runaway which currently extends into Q4 of 2024

  • Castle Biosciences ( CSTL 0.27% ) Presents New Data Demonstrating the Ability of DecisionDx-SCC to Identify Tumors Likely to Metastasize in Patients with Cutaneous Squamous Cell Carcinoma Deemed Low Risk by Traditional Staging

  • Celldex Therapeutics ( CLDX 5.98% ) Presents Positive Data from Barzolvolimab Chronic Urticaria Program at EAACI 2023

  • Cellectis ( CLLS 0.00% ) Presents Updated Clinical and Translational Data on BALLI-01 at the European Hematology Association (EHA) 2023

  • Coca-Cola FEMSA ( KOF 0.09% ) provides cybersecurity incident update

  • Contango ORE ( CTGO 0.00% ) Issues Initial S-K 1300 Resource Technical Report Summary for the Lucky Shot Project, Alaska - Indicated grades average 15 g/t

  • DigitalBridge ( DBRG 0.24% ) announces key senior management appointments to continue meeting accelerated global expansion of digital infrastructure

  • Eagle Pharma ( EGRX 0.05% ) terminates license agreement with AOP Orphan Pharma

  • Extreme Networks ( EXTR 3.25% ) updates Corporate Governance Guidelines to require that the offices of Chair of the Board and CEO be separate

  • General Electric ( GE 0.06% ) awarded a maximum $422.8 mln Defense Logistics Agency contract for supplies related to F-series engines

  • Global Water Resources ( GWRS 1.91% ) entered into a securities purchase agreement for the issuance and sale by the Company of an aggregate of 230,000 shares of the Company's common stock

  • Goldman Sachs ( GS 0.51% ) had increase in commercial real estate loan delinquencies, according to Financial Times

  • Gracell Biotechnologies ( GRCL 16.00% ) Presents Longer-Term Results for FasTCAR-T GC012F in B-Cell Non-Hodgkin's Lymphoma at EHA2023, Highlighting 100% Overall Response Rate

  • Graphex Group Limited's ( GRFX 0.90% ) Graphex Technologies launches its strategic advisory committee

  • Huntington Banc ( HBAN 2.97% ) provides investor updates in presentation; common equity tier 1 (CET1) ratio target range is 9-10%

  • IDEAYA Biosciences ( IDYA 2.12% ) announces selection of IDE397 phase 2 monotherapy expansion dose for global enrollment targeting high priority MTAP-deletion solid tumor types

  • Illumina ( ILMN 1.39% ) provides CEO transition plan

  • Illumina ( ILMN 1.39% ): Carl Icahn (IEP) responds to ILMN CEO transition plan

  • Independent Bank ( INDB 2.12% ) provides investor updates in presentation

  • Innate Pharma ( IPHA 0.00% ) Highlights Proprietary Tetra-specific ANKET NK Cell Engager IPH6501 at the EHA 2023 Congress

  • Intel ( INTC 3.51% ): German financial minister will not provide further funding to Intel chip plant, according to Financial Times

  • Intellia Therapeutics ( NTLA 5.30% ) Announces New Positive Clinical Data from Phase 1 Study of NTLA-2002, an Investigational In Vivo CRISPR Genome Editing Treatment for Hereditary Angioedema

  • JetBlue ( JBLU 4.28% ) and American Airlines (AAL) requested to continue codeshare and loyalty agreements, according to Bloomberg

  • KalVista Pharmaceuticals ( KALV 1.11% ) Presents New Data at 2023 Meeting of the European Academy of Allergy and Clinical Immunology

  • Kura Oncology ( KURA 3.06% ) Presents Late-Breaking Clinical Data for Menin Inhibitor Ziftomenib at 2023 European Hematology Association (EHA) Congress

  • Kymera Therapeutics ( KYMR 3.32% ) Announces Updated Clinical Data from the Phase 1 Trials of STAT3 Degrader KT-333 and IRAKIMiD Degrader KT-413

  • Lazard ( LAZ 0.79% ) reports AUM for May was ~$230.0 bln, down from ~$234.6 bln in April

  • Life Time ( LTH 1.79% ) discloses in SEC filing that it received notice from President and COO Jeff Zwiefel of his intention to retire from the company, effective December 31, 2023

  • MagnaChip Semi ( MX 0.89% ) has begun mass production of its new 40V MXT Metal-Oxide-Semiconductor Field-Effect Transistor (MOSFET) for automotive energy recovery systems. This product is used in the automobile of a global automaker

  • Marker International ( MRKR 20.72% ) reports first lymphoma patient treated with MT-601 in Phase 1 clinical trial

  • Merck ( MRK 0.95% ) to present data for efinopegdutide, an investigational glp-1/glucagon receptor co-agonist, in patients with Nonalcoholic Fatty Liver Disease at EASL 2023

  • Microsoft ( MSFT 0.04% ) moving some of its AI researchers from China to Canada, according to Financial Times

  • NIO ( NIO 8.86% ) to lower car prices, according to CNBC

  • Nkarta ( NKTX 0.75% ) Presents NKX019 Clinical Data at the European Hematology Association 2023 Congress and 17th International Conference on Malignant Lymphoma

  • Ocular Therapeutix ( OCUL 3.10% ) Announces 12-Month Topline Data from Ongoing U.S.-Based Phase 1 Clinical Trial Evaluating OTX-TKI for Treatment of Wet AMD

  • Pharvaris N.V. ( PHVS 0.00% ) reports Data of Deucrictibant for the On-Demand Treatment of HAE Attacks Presented at the EAACI Congress 2023

  • Teck Resources ( TECK 1.26% )confirms Glencore's (GLNCY) is one of a number of proposals under consideration related to steelmaking coal business

  • Tesla ( TSLA 1.94% ) charging stations will be eligible for federal subsidies, according to Reuters

  • Tesla ( TSLA 1.94% ) autopilot crashes have tripled, according to the Washington Post

  • Teva Pharma ( TEVA 0.20% ) and Alvotech (ALVO) Secure U.S. license date for AVT04, a proposed biosimilar to Stelara

  • Theravance Biopharma ( TBPH 2.50% ): Pfizer (PFE) terminates license agreement

  • The Shyft Group ( SHYF 4.62% ) announces Daryl Adams will step down as CEO and President once successor is appointed

  • Twitter refusing to pay Google ( GOOG 0.14% ) cloud bills, according to Platformer

M&A:

  • Activision ( ATVI 0.40% ) will intervene in Microsoft (MSFT) dispute with UK, according to Reuters

  • Ares Acquisition Corp. ( AAC 0.00% ) and X-energy provide strategic update to business combination terms to reinforce long-term value creation opportunity and alignment with shareholders

  • Booking Holdings ( BKNG 0.54% ): EU Commission sends BKNG statement of objections over proposed acquisition of eTraveli

  • Broadcom ( AVGO 3.36% ) will soon secure EU approval for VMware (VMW) deal, according to Reuters

  • Bunge ( BG 0.56% ) aiming to acquire Glencore (GLNCY) backed Viterra, according to Bloomberg

  • Camping World ( CWH 1.00% ) to acquire Funtime RV; financial terms not disclosed

  • Chart Industries ( GTLS 2.72% ) executes definitive agreement for the sale of its Roots business to Ingersoll Rand (IR); reaffirms FY23 outlook

  • Chase Corp ( CCF 2.79% ) is seeking a sale, according to the Wall Street Journal

  • Chinook Therapeutics ( KDNY 55.61% ) to be acquired by Novartis (NVS) for $40.00 per share upfront plus contingent value right of up to $4.00 per share

  • Docebo ( DCBO 1.97% ) acquired Edugo.AI, a Generative AI-based Learning Technology; Financial details were not disclosed

  • Ingersoll-Rand ( IR 0.21% ) has entered into a definitive agreement to acquire Howden Roots from Chart Industries (GTLS) for an all-cash purchase price of ~$300 mln

  • Morgan Stanley Infrastructure Partners ( MS 0.03% ) aiming to purchase Sacyr's waste management business, according to Reuters

  • NASDAQ ( NDAQ 9.75% ) to acquire Adenza, a provider of mission-critical risk management and regulatory software for $10.5 billion in cash and shares of common stock

  • Oracle ( ORCL 4.69% ) has invested in Cohere, an AI startup that competes with OpenAI, according to TheInformation

  • Royal Gold ( RGLD 0.49% ) announces commitment to acquire Gold/Platinum/Palladium and Copper/Nickel Royalties on producing Serrote and Santa Rita Mines in Brazil

  • Triton International ( TRTN 0.00% ) announced the expiration of the required waiting period under the HSR Act in connection with the proposed acquisition of Triton by Brookfield Infrastructure Partners L.P. (BIP)

  • UBS AG ( UBS 0.35% ) completes Credit Suisse (CS) acquisition

Syndicate:

  • American Homes 4 Rent ( AMH 1.81% ) files mixed shelf securities offering

  • Braze ( BRZE 2.46% ) files for 190,283 share common stock offering by selling shareholders

  • CBL & Assoc ( CBL 0.15% ) files for $400 mln mixed securities shelf offering

  • Genelux ( GNLX 3.11% ) entered into a Securities Purchase Agreement with certain investors pursuant to which the Company agreed to sell and issue 900,000 shares of the common stock in a private placement transaction

  • Humacyte ( HUMA 0.93% ) files for 1,333,334 shares of common stock by selling shareholders

  • Independent Bank Group ( IBTX 1.43% ) files mixed shelf securities offering

  • KeyCorp ( KEY 3.23% ) files mixed securities shelf offering

  • Lemonade ( LMND 0.00% ) files for 3,352,025 share common stock offering by selling shareholder

  • Pinnacle Finl ( PNFP 2.57% ) files mixed securities shelf offering

  • Sculptor Capital ( SCU 1.69% ) files $600 mln mixed shelf securities offering

  • X4 Pharmaceuticals ( XFOR 3.11% ) files for 42,784,203 shares of common stock by selling shareholders

IPOs:

  • IPOs Expected to Price:

    • CAVA Group (NYSE: CAVA): The Mediterranean fast-casual restaurant chain is expected to price its 14.4 M share IPO between $17-$19.


Gapping Up/Down

  • Gapping up:

    • KDNY +66.6%, PHVS +16.2%, GRCL +5.8%, NTLA +5.3%, NKTX +4.5%, CLDX +4.2%, BIIB +4%, ORCL +3.6%, AAC +3%, CCF +2.8%, SCU +2.5%, KURA +2%, KYMR +2%, OCUL +1.6%, TEVA +1.4%, RGLD +1.3%, LMND +1.2%, TECK +1.1%, CLLS +0.8%


  • Gapping down:

    • XFOR -6.2%, NDAQ -1.9%, GRFX -0.9%, KEY -0.7%, AMH -0.5%


Analyst Research (see Upgrades/Downgrades calendar for full list):

  • Upgrades

    • AutoZone (AZO) upgraded to Outperform from In-line at Evercore ISI; tgt raised to $2700

    • Carnival (CCL) upgraded to Buy from Neutral at BofA Securities; tgt raised to $20

    • Carnival (CCL) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $16

    • CenterPoint (CNP) upgraded to Buy from Neutral at Guggenheim; tgt $32

    • Expensify (EXFY) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt lowered to $5

    • Extra Space Storage (EXR) upgraded to Outperform from Underperform at Evercore ISI; tgt $164

    • Oracle (ORCL) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $130

    • Petrobras (PBR) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $15.50

    • Reata Pharmaceuticals (RETA) upgraded to Outperform from Market Perform at SVB Securities; tgt raised to $115

    • SentinelOne (S) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $20

    • Vitru (VTRU) upgraded to Outperform from Neutral at Bradesco BBI; tgt raised to $22


  • Downgrades:

    • American Homes 4 Rent (AMH) downgraded to In-line from Outperform at Evercore ISI; tgt $36

    • Ares Management (ARES) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $93

    • Bill.com (BILL) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $105

    • CarMax (KMX) downgraded to Neutral from Buy at Northcoast

    • Floor & Decor (FND) downgraded to In-line from Outperform at Evercore ISI; tgt $95

    • Methanex (MEOH) downgraded to Sector Perform from Sector Outperform at Scotiabank; tgt lowered to $47

    • National Storage Affiliates (NSA) downgraded to In-line from Outperform at Evercore ISI; tgt lowered to $42

    • NIO (NIO) downgraded to Hold from Buy at CMB International; tgt lowered to $8.50

    • NIO (NIO) downgraded to Neutral from Buy at Nomura; tgt lowered to $7.50

    • Rexford Industrial Realty (REXR) downgraded to Market Perform from Outperform at BMO Capital Markets; tgt lowered to $56

    • Signet Jewelers (SIG) downgraded to Neutral from Buy at Northcoast

    • Valvoline (VVV) downgraded to Neutral from Buy at Seaport Research Partners

    • VNET Group (VNET) downgraded to Hold from Buy at HSBC Securities; tgt lowered to $2.90

    • VTEX (VTEX) downgraded to Neutral from Outperform at Credit Suisse; tgt lowered to $5


  • Others:

    • ArcBest (ARCB) initiated with a Buy at Jefferies; tgt $110

    • Centessa Pharmaceuticals (CNTA) initiated with a Buy at Guggenheim; tgt $9

    • GDS Holdings (GDS) resumed with a Buy at HSBC Securities; tgt lowered to $13.60

    • Jazz Pharma (JAZZ) assumed with an Equal Weight at Wells Fargo; tgt lowered to $140

    • Old Dominion (ODFL) initiated with a Hold at Jefferies; tgt $350

    • Saia (SAIA) initiated with a Buy at Jefferies; tgt $350

    • Valvoline (VVV) resumed with an Equal-Weight at Morgan Stanley; tgt $40


Econ Data:

  • 14:00 ET: Treasury Budget for May (Briefing.com Consensus NA; Prior $176.0)B

Earnings:

  • Monday (Jun 12)

    • Afternoon: ORCL


  • Tuesday (Jun 13)

    • None


  • Wednesday (Jun 14)

    • Afternoon: LEN


  • Thursday (Jun 15)

    • Morning: JBL KR

    • Afternoon: ADBE


  • Friday (Jun 16)

    • None


Asia & Europe detail:

Asia: Nikkei +0.5%, Hang Seng +0.1%, Shanghai Composite -0.1%

Equity indices in the Asia-Pacific region began the week on a mostly higher note while markets in Australia were closed for a holiday. A few more large Chinese banks cut their deposit rates and there was ongoing speculation that the People's Bank of China will lower its medium-term facility rate in the coming days. The Bank of Japan sees a need to continue monetary stimulus and little need of implementing a tweak to yield curve control. South Korea's exports through the first ten days of June were up 1.2% yr/yr while chip exports were down 31.1%.

  • In economic data:

    • Japan's May PPI -0.7% m/m (expected -0.2%; last 0.3%); 5.1% yr/yr (expected 5.5%; last 5.9%). May Machine Tool Orders -22.2% yr/yr (last -14.4%)

    • New Zealand's May Electronic Card Retail Sales 3.3% yr/yr (last 6.4%); -1.7% m/m (last 0.4%)


---Equity Markets---

  • Japan's Nikkei: +0.5%

  • Hong Kong's Hang Seng: +0.1%

  • China's Shanghai Composite: -0.1%

  • India's Sensex: +0.2%

  • South Korea's Kospi: -0.5%

  • Australia's ASX All Ordinaries: +0.3%

---FX---

  • USD/JPY: -0.1% to 139.16

  • USD/CNH: +0.2% to 7.1527

  • USD/INR: UNCH at 82.41

Europe: DAX +0.7%, FTSE +0.1%, CAC +0.6%

Major European indices trade in positive territory. Germany's economy ministry expects growth between 1.6% and 1.9% in 2024. Bank of England policymaker Haskel said that persistent inflation risks must be guarded against and that additional rate hikes could not be ruled out. The Italian government has reportedly warned that a shortage of skilled construction, IT, and engineering workers is delaying projects funded by the post-pandemic recovery program. Swiss National Bank President Jordan repeated that the fight against inflation has not ended yet. Former Italian Prime Minister Berlusconi died at the age of 86.

  • There was no noteworthy data

---Equity Markets---

  • STOXX Europe 600: +0.3%

  • Germany's DAX: +0.7%

  • U.K.'s FTSE 100: +0.1%

  • France's CAC 40: +0.6%

  • Italy's FTSE MIB: +0.6%

  • Spain's IBEX 35: +0.4%

---FX---

  • EUR/USD: +0.2% to 1.0770

  • GBP/USD: UNCH at 1.2574

  • USD/CHF: +0.2% to 0.9047

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