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Writer's pictureSimon Charles Hooper

18/04/23 Briefing

The S&P 500 futures are up 16 points and are trading 0.4% above fair value. The Nasdaq 100 futures are up 85 points and are trading 0.6% above fair value. The Dow Jones Industrial Average futures are up 27 points and are trading slightly above fair value.

The stock market is poised for a higher open after yesterday's pleasing finish, boosted by gains in mega cap stocks. Positive sentiment is also being driven by better than expected earnings from the likes of Bank of America (BAC) and Johnson & Johnson (JNJ). 

China reported some better than expected economic data, including Q1 GDP up 4.5% year-over-year versus the expected 4.0% and a 10.6% year-over-year increase in retail sales for March versus the expected 7.4% increase. 

Treasury yields are moving lower. The 2-yr note yield is down two basis points to 4.16% and the 10-yr note yield is down two basis points to 3.57%. The U.S. Dollar Index is down 0.4% to 101.70. 

In corporate news:

  • Bank of America (BAC 30.73, +0.36, +1.2%): beats by $0.11, beats on revs

  • Johnson & Johnson (JNJ 166.70, +1.03, +0.6%): beats by $0.18, beats on revs; raises and guides FY23 EPS above consensus, revs above consensus; declared a 5.3% increase in the quarterly dividend, from $1.13/share to $1.19 per share

  • NVIDIA (NVDA 276.75, +6.73, +2.5%): HSBC upgraded to Buy from Reduce 

  • Goldman Sachs (GS 326.50, -13.18, -3.9%): beats by $0.73, misses on revs

  • J.B. Hunt Transport (JBHT 172.87, -3.78, -2.1%): misses by $0.14, misses on revs

  • BELLUS Health (BLU 14.40, +7.14, +98.4%): to be acquired by GSK for ~ $2 billion, or $14.75 per share, in cash 

  • Lockheed Martin (LMT 498.00, +8.36, +1.7%): beats by $0.55, reports revs in-line; reaffirms FY23 EPS guidance, revs guidance

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region ended Tuesday on a mostly lower note. Japan's Nikkei: +0.5%, Hong Kong's Hang Seng: -0.6%, China's Shanghai Composite: +0.2%, India's Sensex: -0.3%, South Korea's Kospi: -0.2%, Australia's ASX All Ordinaries: -0.3%.

    • In economic data:

      • China's Q1 GDP 2.2% qtr/qtr, as expected (last 0.6%); 4.5% yr/yr (expected 4.0%; last 2.9%). March Retail Sales 10.6% yr/yr (expected 7.4%; last 3.5%), March Industrial Production 3.9% yr/yr (expected 4.0%; last 2.4%), and March Fixed Asset Investment 5.1% (expected 5.7%; last 5.5%). March Unemployment Rate 5.3% (expected 5.5%; last 5.6%)

    • In news:

      • Bank of Japan Governor Ueda said that there is no current need to review the BoJ's joint statement with the government from 2013.

      • TD Securities raised its forecast for China's 2023 GDP growth to 6.0% from 5.3% after the release of Q1 growth figures. Meanwhile, the International Monetary Fund expects China to be the top contributor to global growth over the next five years.

      • The Reserve Bank of Australia released its latest policy Minutes, showing that the decision to pause rate hikes was a close one.

  • Major European indices trade in the green. STOXX Europe 600: +0.5%, Germany's DAX: +0.7%, U.K.'s FTSE 100: +0.1%, France's CAC 40: +0.7%, Italy's FTSE MIB: +0.9%, Spain's IBEX 35: +0.5%.

    • In economic data:

      • Eurozone's April ZEW Economic Sentiment 6.4 (expected 13.0; last 10.0)

      • Germany's April ZEW Economic Sentiment 4.1 (expected 15.3; last 13.0) and ZEW Current Conditions -32.5 (expected -40.0; last -46.5)

      • U.K.'s February Average Earnings Index + Bonus 5.9% yr/yr (expected 5.1%; last 5.9%) and February Unemployment Rate 3.8% (expected 3.7%; last 3.7%). February Three-month employment change 169,000 (expected 50,000; last 65,000). March Claimant Count change 28,200 (expected 10,200; last -18,800)

      • Italy's February trade surplus EUR2.108 bln (expected deficit of EUR3.23 bln; last deficit of EUR4.236 bln)

    • In news:

      • Germany's ZEW Economic Sentiment survey missed April expectations, but still noted that earnings expectations for banks and insurers have improved on a month-over-month basis.

      • Corporate insolvencies in England and Wales were up 16% yr/yr in March.

      • French Finance Minister Le Maire said that debt-cutting plans will be accelerated.

      • European Commission President von der Leyen said that trade defense tools must be strengthened, including potential screening of outbound investments.

 

U.S. equity futures:

  • S&P 500 Futures: +16 @ 4,167

  • DJIA Futures: +22 @ 34,009

  • Nasdaq 100 Futures: +90 @ 13,177

Overseas:

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

  • Asia: Nikkei +0.5%, Hang Seng -0.6%, Shanghai Composite +0.2%

Commodities:

  • Crude Oil -0.38 @ 80.45

  • Nat Gas -0.011 @ 2.264

  • Gold +9.05 @ 2016.05

  • Silver +0.110 @ 25.198

  • Copper +0.0048 @ 4.0708


 

Earnings/Guidance:

  • Bank of America (BAC) beats by $0.11, beats on revs

  • BNY Mellon (BK) beats by $0.01, reports revs in-line

  • Commerce Bancshares (CBSH) beats by $0.02, reports revs in-line

  • Douglas Dynamics (PLOW) guides Q1 EPS and revenue below consensus (3 estimates); issues mixed guidance for FY23

  • Equity Lifestyle Properties (ELS) reports FFO in-line, beats on revs; guides Q2 FFO in-line; guides FY23 FFO in-line

  • Ericsson (ERIC) misses by SEK0.24, beats on revs

  • FB Financial (FBK) reports Q1 adjusted EPS of $0.76 vs $0.72 S&P Capital IQ Consensus

  • Genmab (GMAB) announces net sales of DARZALEX for Q1

  • Goldman Sachs (GS) beats by $0.73, misses on revs

  • Grupo Aeroportuario del Pacifico (PAC) beats on top and bottom lines

  • J.B. Hunt Transport (JBHT) misses by $0.14, misses on revs

  • Johnson & Johnson (JNJ) beats by $0.18, beats on revs; raises and guides FY23 EPS above consensus, revs above consensus

  • Lockheed Martin (LMT) beats by $0.55, reports revs in-line; reaffirms FY23EPS guidance, revs guidance

  • Main Street Capital (MAIN) provides Q1 update; sees NII of $1.01-1.03 per share

  • Pinnacle Finl (PNFP) beats by $0.05, misses on revs

  • ServisFirst Bancshares (SFBS) reports Q1 EPS of $1.06 vs $1.05 S&P Capital IQ Consensus

  • Toronto-Dominion Bank (TD) expects The Charles Schwab Corporation's (SCHW) Q1 earnings to translate into approx. CDN $241 mln of reported equity in net income of an investment in Schwab for the Bank's fiscal 2023 Q2

  • TotalEnergies SE (TTE) provides Q1 update

  • Urban Edge Properties (UE) raises FY23outlook ahead of Investor Day

News:

  • Saudi Arabia & U.A.E. are using discounted Russian oil products internally, according to the Wall Street Journal

  • Elon Musk in interview last night said he will develop his own artificial intelligence Chatbot called "TruthGpt", Fox News

  • AbbVie (ABBV) receives FDA approval for QULIPTA

  • Airbus (EADSY) advised airlines of 2024 delivery delays, according to Reuters

  • Algonquin Power & Utilities (AQN): Meaningful shareholder Ancora Holdings urges AQN's Board to accelerate previously announced $1.0 bln in asset sales

  • Alibaba (BABA): China expected to lower Ant Group fine to $700 mln, according to Reuters

  • Alvotech (ALVO) has been informed by the FDA that the responses provided to the FDA Form 483 on April 3, 2023, following the conclusion of the reinspection of the company's Reykjavik facility on March 17, 2023, are currently under review

  • Apple (AAPL) opens first store in India, CNBC

  • ArcelorMittal (MT) establishes renewable energy JV with Casa dos Ventos in Brazil

  • argenx (ARGX) demonstrates commitment to redefining treatment goals for generalized myasthenia gravis with multiple presentations at American Academy of Neurology 2023 Annual Meeting

  • AVANGRID (AGR) signs MOU to explore opportunities to develop up to 1GW of green energy projects within the Navajo Nation in New Mexico and Arizona

  • Bristol-Myers (BMY): FDA grants orphan drug approval for treatment of extranodal marginal zone lymphoma

  • BWX Technologies (BWTX) awarded $45 bln 10-year contract from the U.S. Department of Energy for environmental management operations at the Hanford Site in Washington

  • Clearway Energy (CWEN) announces appointment of Sarah Rubenstein as Executive Vice President and CFO, effective April 12, 2023

  • Coinbase (COIN) could move away from US if regulations are not clear, according to CoinDesk

  • Dell (DELL) CEO Michael Dell says customers want less reliance on China, according to Financial Times

  • Dragonfly Energy (DFLI) and Thor Industries' (THO) Airstream announce battery partnership

  • Endeavour Silver (EXK) Announces Construction Decision for the Terronera Project in Jalisco State, Mexico; Executes Commitment Letter for Senior Secured Debt Facility of $120 Million

  • Fox News (FOXA): Dominion Voting Systems defamation trial against Fox News will proceed today., according toReuters

  • Fox News Digital (FOX) finishes the first quarter of 2023 as the top news brand with multiplatform views and minutes

  • Hope Bancorp (HOPE) announces appointment of Julianna Balicka as Executive Vice President and Chief Financial Officer, effective immediately

  • HUTCHMED (HCM) receives NDA acceptance in China for Fruquintinib in second-line gastric cancer

  • IBM (IBM) and Siemens (SIEGY) collaborate to accelerate sustainable product development and operations

  • Immunocore (IMCR) presents new KIMMTRAK data confirming association between early ctDNA reduction and longer overall survival

  • Innoviva (INVA): Sulbactam-Durlobactam Unanimously Recommended for Approval by FDA Advisory Committee

  • Johnson & Johnson (JNJ) declared a 5.3% increase in the quarterly dividend, from $1.13/share to $1.19 per share

  • Li Auto Inc. (LI) unveils autonomous driving and BEV roadmap

  • Nkarta (NKTX) Presents Preclinical Data Exploring Gene Knockout Strategies and Combination Agents with NK Cell-Based Therapies at the 2023 AACR Annual Meeting

  • Middlesex Water (MSEX) to begin $11.1 mln initiative to upgrade drinking water infrastructure in NJ in May 2023

  • New Found Gold Corp (NFGC) intercepts 4.27 g/t Au over 31.55m, extends Keats West to 250m Along Strike

  • Patrick Industries (PATK) CFO to step down; appoints Matthew Filer as Interim Chief Financial Officer

  • Piedmont Lithium (PLL) Partner Sayona announces positive NAL DFS and increased resource at Moblan

  • Tritium DCFC (DCFC) announces strategic partnership with Jump Charging to expand fast charging infrastructure in New Zealand

  • United Therapeutics (UTHR) to feature clinical data across its commercial and development portfolio at upcoming scientific meetings

  • Walker & Dunlop (WD) to reduce its workforce by approximately 8% due to ongoing challenging conditions in the commercial real estate financing market

M&A:

  • BELLUS Health (BLU) to be acquired by GSK for $14.75 per share

  • iRobot (IRBT): UK CMA announced the launch of its merger inquiry related to Amazon (AMZN) deal for IRBT; Deadline for phase 1 decision is June 16

  • JELD-WEN (JELD) to sell its Australasia business for $461 mln to Platinum Equity after completing review of strategic alternatives; anticipates minimal tax leakage associated with the transaction; expected to close in 3Q23

  • MSG Entertainment (MSGE) agrees to sell majority interest in Tao Group Hospitality to Mohari Hospitality in transaction that values Tao Group Hospitality at $550 million

Syndicate:

  • Carisma Therapeutics (CARM) files $300 mln mixed shelf securities offering; files 3,730,608 common stock offering by selling shareholders

  • Enovix (ENVX) announces proposed $150 million offering of convertible senior notes due 2028

  • Vaxcyte (PCVX) commences public offering of its common stock and pre-funded warrants

IPOs:

  • Expected to Price:

    • No IPOs expected.

Gapping Up/Down

  • Gapping up:

    • BLU +97.9%, NKTX +3.9%, HCM +2.3%, FBK +1.8%, ORGN +1.2%, JELD +1.1%, AGR +1%, MT +1%, CMCSA +0.9%, SSL +0.9%, BWXT +0.8%, NFLX+0.8%, ROKU +0.7%, PARA +0.5%

  • Gapping down:

    • PLOW -5.5%, ERIC -4.9%, PCVX -3.2%, ENVX -2.8%, AMCX -2%, PAC -2%, JBHT -1.8%, CARM -1.5%, WD-1.1%, HOPE -1%, GSK -0.7%, MSGE -0.5%, SFBS-0.5%

 

Analyst Research (see Upgrades/Downgradescalendarfor full list):

  • Upgrades

    • BJ Restaurants (BJRI) upgraded to Outperform from Neutral at Wedbush; tgt $36

    • Comcast (CMCSA) upgraded to Overweight from Neutral at Atlantic Equities; tgt raised to $44

    • Emerson (EMR) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $103

    • Nabors Industries (NBR) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt lowered to $165

    • Sunrun (RUN) upgraded to Overweight from Sector Weight at KeyBanc Capital Markets; tgt $27

  • Downgrades:

    • First Solar (FSLR) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets

    • Helmerich & Payne (HP) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt lowered to $45

    • Liberty Energy (LBRT) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $17

    • Plug Power (PLUG) downgraded to Sector Weight from Overweight at KeyBanc Capital Markets

  • Others:

    • Clean Harbors (CLH) initiated with a Buy at Truist; tgt $165

    • Heritage-Crystal Clean (HCCI) initiated with a Buy at Truist; tgt $42

    • Krystal Biotech (KRYS) initiated with a Buy at Stifel; tgt $102

    • Prime Medicine (PRME) initiated with a Buy at Stifel; tgt $18

    • Waste Connections (WCN) initiated with a Buy at Truist; tgt $160

    • Waste Mgmt (WM) initiated with a Buy at Truist; tgt $190

Econ Data:

  • 08:30 ET: Building Permits for Mar (Briefing.comConsensus 1407K; Prior 1524K)

  • 08:30 ET: Housing Starts for Mar (Briefing.comConsensus 1458K; Prior 1450K)

Earnings:

  • Monday (Apr 17)

    • Morning:  SCHW MTB STT

    • Afternoon: ELS JBHT PNFP

  • Tuesday (Apr 18)

    • Morning: BAC BK CBSH ERIC GS JNJ LMT PLD

    • Afternoon:  FHN FULT HWC ISRG MRTN NFLX OMC UAL UCBI WAL

  • Wednesday (Apr 19)

    • Morning:  ABT ALLY ASML BKR CFG ELV LAD MS NDAQ EDU SYF TRV USB

    • Afternoon:  AA BDN CALX CNS CCI DFS EFX FNB FFIV FR IBM KMI LRCX LVS LBRT NBHC REXR RLI SLG STLD TSLA WTFC ZION

  • Thursday (Apr 20)

    • Morning: ALK AXP T AN BMI BANC BHLB BX CMA DHI EWBC FITB GPC HRI HOMB HBAN IRDM KEY MAN MMC NOK NUE PM POOL RAD SASR SNA SNV TSM TCBI TFC UNP VIRT WSO WBS

    • Afternoon:  ASB OZK CATY CSX FFBC GBCI HTH KNX PPG STX SEIC VMI WRB

  • Friday (Apr 21) 

    • Morning:  ALV FCX HCA PG RF SAP SLB


Asia & Europe detail:

Asia: Nikkei +0.5%, Hang Seng -0.6%, Shanghai Composite +0.2%

Equity indices in the Asia-Pacific region ended Tuesday on a mostly lower note. Bank of Japan Governor Ueda said that there is no current need to review the BoJ's joint statement with the government from 2013. TD Securities raised its forecast for China's 2023 GDP growth to 6.0% from 5.3% after the release of Q1 growth figures. Meanwhile, the International Monetary Fund expects China to be the top contributor to global growth over the next five years. The Reserve Bank of Australia released its latest policy Minutes, showing that the decision to pause rate hikes was a close one.

  • In economic data:

    • China's Q1 GDP 2.2% qtr/qtr, as expected (last 0.6%); 4.5% yr/yr (expected 4.0%; last 2.9%). March Retail Sales 10.6% yr/yr (expected 7.4%; last 3.5%), March Industrial Production 3.9% yr/yr (expected 4.0%; last 2.4%), and March Fixed Asset Investment 5.1% (expected 5.7%; last 5.5%). March Unemployment Rate 5.3% (expected 5.5%; last 5.6%)

---Equity Markets---

  • Japan's Nikkei: +0.5%

  • Hong Kong's Hang Seng: -0.6%

  • China's Shanghai Composite: +0.2%

  • India's Sensex: -0.3%

  • South Korea's Kospi: -0.2%

  • Australia's ASX All Ordinaries: -0.3%

---FX---

  • USD/JPY: -0.3% to 134.07

  • USD/CNH: UNCH at 6.8807

  • USD/INR: UNCH at 81.98

 

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

Major European indices trade in the green. Germany's ZEW Economic Sentiment survey missed April expectations, but still noted that earnings expectations for banks and insurers have improved on a month-over-month basis. Corporate insolvencies in England and Wales were up 16% yr/yr in March. French Finance Minister Le Maire said that debt-cutting plans will be accelerated. European Commission President von der Leyen said that trade defense tools must be strengthened, including potential screening of outbound investments.

  • In economic data:

    • Eurozone's April ZEW Economic Sentiment 6.4 (expected 13.0; last 10.0)

    • Germany's April ZEW Economic Sentiment 4.1 (expected 15.3; last 13.0) and ZEW Current Conditions -32.5 (expected -40.0; last -46.5)

    • U.K.'s February Average Earnings Index + Bonus 5.9% yr/yr (expected 5.1%; last 5.9%) and February Unemployment Rate 3.8% (expected 3.7%; last 3.7%). February Three-month employment change 169,000 (expected 50,000; last 65,000). March Claimant Count change 28,200 (expected 10,200; last -18,800)

    • Italy's February trade surplus EUR2.108 bln (expected deficit of EUR3.23 bln; last deficit of EUR4.236 bln)

---Equity Markets---

  • STOXX Europe 600: +0.5%

  • Germany's DAX: +0.7%

  • U.K.'s FTSE 100: +0.1%

  • France's CAC 40: +0.7%

  • Italy's FTSE MIB: +0.9%

  • Spain's IBEX 35: +0.5%

---FX---

  • EUR/USD: +0.4% to 1.0970

  • GBP/USD: +0.5% to 1.2436

  • USD/CHF: -0.3% to 0.8963


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