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Writer's pictureSimon Charles Hooper

27/02/23 Briefing

Updated: Mar 6, 2023

The S&P 500 futures are up 15 points and are trading 0.4% above fair value. The Nasdaq 100 futures are up 58 points and are trading 0.5% above fair value. The Dow Jones Industrial Average futures are up points and are trading 0.3% above fair value.

The stock market is poised for a higher open with no clear catalysts for the positive bias. The S&P 500 maintaining a position above its 200-day moving average last week may be fostering some willingness to buy on weakness.

Market participants will receive a slate of earnings news this week with many of the notable names coming out of the retail and tech spaces.

Treasury yields moving up this morning. The 2-yr note yield is up five basis points to 4.83% and the 10-yr note yield is up one basis point to 3.96%.

Market participants will receive the following economic data today:

  • January Durable Orders (Briefing.com consensus -3.9%; prior 5.6%) and Durable Orders ex-transportation (Briefing.com consensus 0.1%; prior -0.1%) at 8:30 ET

  • January Pending Home Sales (Briefing.com consensus 1.0%; prior 2.5%) at 10:00 ET

In corporate news:

  • Seagen (SGEN 184.24, +22.87, +14.2%): Pfizer (PFE) in discussions to acquire Seagen, according to WSJ

  • Union Pacific (UNP 212.05, +19.33, +10.0%): provides update on CEO succession process; upgraded to Buy from Neutral at BofA Securities

  • Shell (SHEL 60.83, +0.20, +0.3%): upgraded to Buy from Neutral at Goldman Sachs

  • TEGNA (TGNA 17.05, -4.79, -21.9%): FCC issues hearing designation order for TEGNA transaction

  • Li Auto (LI 24.76, +1.53, +6.6%): beats by RMB0.54, reports revs in-line; guides Q1 revs in-line

  • Axsome Therapeutics (AXSM 63.17, +2.12, +3.5%): misses by $0.28; beats on revs

Reviewing overnight developments:

  • Equity indices in the Asia-Pacific region began the week on a lower note. Japan's Nikkei: -0.1%, Hong Kong's Hang Seng: -0.3%, China's Shanghai Composite: -0.3%, India's Sensex: -0.3%, South Korea's Kospi: -0.9%, Australia's ASX All Ordinaries: -1.2%.

    • In economic data:

      • Japan's December Leading Index 97.2, as expected (last 97.7) and Coincident Indicator -0.2% m/m (expected -0.4%; last -0.3%)

      • Hong Kong's January trade deficit $25.40 bln (last surplus of $6.60 bln) as imports fell 30.2% m/m (last -23.5%) and exports fell 36.7% m/m (last -28.9%)

      • Australia's Q4 Business Inventories -0.2% m/m (expected -0.2%; last 2.1%) and Q4 gross operating profits 10.6% qtr/qtr (expected 1.5%; last -11.5%)

      • New Zealand's Q4 Retail Sales -0.6% qtr/qtr (expected 0.2%; last 0.4%) and Core Retail Sales -1.3% qtr/qtr (expected 0.3%; last 0.5%)


  • In news:

    • The People's Bank of China released its monetary policy implementation report for Q4, noting that a rebound in the domestic economy is likely in 2023.

    • China's main steelmaking city will slow production, citing pollution.

    • Passenger vehicle sales in China are expected to grow about 2% in 2023.



  • Major European indices trade in a firmly higher note. STOXX Europe 600: +1.2%, Germany's DAX: +1.5%, U.K.'s FTSE 100: +0.8%, France's CAC 40: +1.6%, Italy's FTSE MIB: +1.8%, Spain's IBEX 35: +1.4%.

    • In economic data:

      • Eurozone's February Business and Consumer Survey 99.7 (expected 101.0; last 99.8). January Private Sector Loans 3.6% yr/yr (expected 3.9%; last 3.8%) and loans to nonfinancials 6.1% yr/yr (last 6.3%)

      • Italy's February Consumer Confidence 104.0 (expected 102.7; last 100.9) and Business Confidence 102.8 (last 102.8)


  • In news:

    • European Commission President von der Leyen will meet with British Prime Minister Sunak and King Charles III as the two sides finalize post-Brexit rules for trade in Northern Ireland.

    • British energy regulator is reducing the annual electricity price cap by 25%.

    • Associated British Foods raised its guidance for the fiscal year.



U.S. equity futures:

  • S&P 500 Futures: +19 @ 3,989

  • DJIA Futures: +129 @ 32,946

  • Nasdaq 100 Futures: +73 @ 12,043

Overseas:

  • Europe: DAX +1.5%, FTSE +0.8%, CAC +1.6%

  • Asia: Nikkei -0.1%, Hang Seng -0.3%, Shanghai Composite -0.3%

Commodities:

  • Crude Oil -0.20 @ 76.12

  • Nat Gas +0.096 @ 2.644

  • Gold +1.30 @ 1818.40

  • Silver -0.143 @ 20.793

  • Copper +0.0283 @ 3.9813

Earnings/Guidance:

  • AES ( AES 3.24% ) reports Q4 (Dec) results, beats on revs

  • Axsome Therapeutics ( AXSM 5.05% ) misses by $0.28; beats on revs

  • BeiGene ( BGNE 1.72% ) reports Q4 (Dec) results, misses on revs

  • Berkshire Hathaway (BRK.B) reports Q4 results

  • Essential Utilities ( WTRG 1.91% ) misses by $0.01, beats on revs; guides FY23 EPS in-line

  • Fisker ( FSR 24.82% ) misses by $0.16, misses on revs

  • Freshpet ( FRPT 1.97% ) beats by $0.02, beats on revs; guides FY23 revs below consensus

  • fuboTV ( FUBO 14.44% ) beats by $0.18, beats on revs; guides Q1 revs below consensus; guides FY23 revs below consensus

  • Harsco ( HSC 7.20% ) beats by $0.08, beats on revs; guides Q1 EPS below estimate; guides FY23 EPS below consensus

  • JinkoSolar ( JKS 6.77% ) announces certain preliminary unaudited financial results for full year 2022

  • Kosmos Energy ( KOS 9.92% ) beats on top and bottom lines

  • LendingTree ( TREE 9.37% ) beats by $0.72, misses on revs; guides Q1 revs below consensus; guides FY23 revs below consensus

  • Li Auto ( LI 0.22% ) beats by RMB0.54, reports revs in-line; guides Q1 revs in-line

  • Noble Corporation ( NE 5.62% ) misses by $0.13, beats on revs; guides FY23 revs above consensus

  • Nordic American Tanker ( NAT 5.13% ) misses on top and bottom lines

  • The Cigna Group ( CI 1.47% ) expects to reaffirm projected full year 2023 consolidated adjusted income from ops of at least $24.60 per share at upcoming meetings

  • Viatris ( VTRS 1.61% ) beats by $0.11, misses on revs; guides FY23 revs in-line

News:

  • US Energy Department concludes that coronavirus pandemic most likely started from a China laboratory leak. Conclusion was made with low confidence, according to the Wall Street Journal

  • President Biden in interview said US would respond if China gave weapons to Russia for war in Ukraine, but he doesn't think that will happen, according to ABC News

  • President Biden ruled out sending F-16 jets to Ukraine, according to ABC News

  • Treasury Secretary Janet Yellen in interview says more work is needed on inflation, according to Reuters

  • Republican states are passing bills prohibiting enforcement of national gun laws, according to the Wall Street Journal

  • EU agrees 10th package of sanctions against Russia

  • G7 issues statement on Russia/Ukraine war

  • Supreme Court will hear two cases challenging President Biden's student loan forgiveness plan on Tuesday, CNBC

  • Thousands without power in Los Angeles due to winter storm, Bloomberg

  • AbbVie ( ABBV 1.13% ) receives Positive CHMP Opinion for Upadacitinib

  • AbbVie ( ABBV 1.13% ) Highlights Robust Gastroenterology Portfolio with New Analyses and Data in Inflammatory Bowel Diseases at the 18th Congress of European Crohn's and Colitis Organisation

  • Amazon ( AMZN 1.15% ) aiming to expend same day delivery, according to the Wall Street Journal

  • Apyx Medical Corporation ( APYX 4.18% ) Receives FDA 510(k) Clearance for the Use of Renuvion to Coagulate and Contract Soft Tissues, Including Subcutaneous Tissue, Where Needed

  • Baidu ( BIDU 3.65% ) chief strategy officer Mr. Herman Yu has resigned effective on March 1, 2023, due to personal reasons

  • Bath & Body Works ( BBWI 2.85% ) Board of Directors Sends Letter to Shareholders Highlighting Transformative Value-Creating Actions and Responding to Third Point's Potential Proxy Contest

  • Bayer's ( BAYRY ) Nubeqa approved for additional indication in Japan

  • Blueprint Medicines ( BPMC 2.90% ) Presents Registrational Data from PIONEER Trial of AYVAKIT (avapritinib) in Patients with Indolent Systemic Mastocytosis at 2023 AAAAI Annual Meeting

  • Celldex Therapeutics ( CLDX 12.14% ) Presents Positive Data from Barzolvolimab Phase 1b Study in Chronic Spontaneous Urticaria at AAAAI 2023

  • Delta Air Lines ( DAL 1.31% ) operations expected to stabilize through weekend following snowy, windy week

  • EyePoint Pharmaceuticals ( EYPT 2.90% ) and Rallybio Corporation announced a research collaboration

  • GE HealthCare ( GEHC 0.64% ): SonoThera announces it received exclusive, global, commercial licensing rights from GEHC for use of Optison and Sonazoid microbubble products

  • Intel ( INTC 1.07% ) Accelerates 5G Leadership with New Products

  • Intl Flavors ( IFF 1.66% ) announces further evolution of its Board of Directors

  • iRadimed ( IRMD 1.15% ) issues an Urgent Medical Device Correction Letter to notify affected customers of a potential issue with some 1057 Syringe Adapter Sets

  • KalVista Pharmaceuticals ( KALV 0.13% ) presents data at american academy of allergy, asthma & immunology annual meeting

  • Microsoft ( MSFT 1.15% ) aiming to introduce new cloud tools, according to Reuters

  • Moderna ( MRNA 0.19% ) entered into patent license agreement with NIAID in Dec 2022

  • Morgan Stanley ( MS 0.08% ) provides update on Block Trading Matter in 10-K filing

  • Nokia ( NOK 2.51% ) provides updated company and technology strategy, and unveiled a refreshed brand, as part of its long-term strategic transformation

  • Norfolk Southern ( NSC 1.49% ): House planning to hold hearings on Norfolk Southern train derailment in Ohio, according to Axios

  • Nouveau Monde Graphite ( NMG 0.37% ) Files Preliminary Economic Assessment for the Uatnan Mining Project Amidst Positive Market Conditions and Strengthens its Management Team

  • Pfizer ( PFE 0.86% ) receives FDA orphan drug designation for treatment of pulmonary arterial hypertension

  • Qualcomm ( QCOM 1.08% ) and Android (GOOG) aiming to develop satellite messaging features, according to Reuters

  • Rogers Corp ( ROG 0.39% ) announces agreement with Starboard Value; Two Highly Qualified Independent Directors Have Joined the Board

  • Science Applications ( SAIC 0.71% ) awarded $102 mln US Navy modification to previously awarded contract

  • SpringWorks Therapeutics ( SWTX 2.92% ) announces FDA Acceptance and Priority Review of New Drug Application for nirogacestat for the treatment of adults with desmoid tumors

  • TEGNA ( TGNA 22.94% ): FCC issues hearing designation order for TEGNA transaction

  • Tencent ( TCEHY ) to develop ChatGPT product, according to Reuters

  • Tesla ( TSLA 5.26% ): Activist Ross Gerber plans to withdraw efforts to take position on the company's Board, according to Bloomberg

  • Twitter to eliminate 10% of workforce, according to the New York Times

  • Union Pacific ( UNP 9.90% ) provides update on CEO succession process

  • Viatris ( VTRS 1.61% ) announces appointment of Scott A. Smith as CEO effective April 1, 2023

  • Warner Bros. Discovery ( WBD 4.44% ) ticking lower on report it is seeking to exit regional sports TV business, according to the Wall Street Journal

M&A:

  • Broadmark Realty ( BRMK 15.63% ) and Ready Capital (RC) announce definitive merger agreement

  • BurTech Acquisition Corp. ( BRKH 0.05% ) and CleanBay Renewables announce letter of intent for a business combination

  • Dr. Reddy's ( RDY 0.22% ) announces agreement to acquire Mayne Pharma's (MAYNF) U.S. generic prescription product portfolio

  • Focus Financial ( FOCS 3.03% ) to be acquired by affiliates of Clayton, Dubilier & Rice for $53 per share in an all-cash transaction

  • LKQ ( LKQ 0.95% ) to acquire Uni-Select (UNIEF) for C$48.00 per share in cash, representing a total enterprise value of approximately C$2.8 bln (US$2.1 bln)

  • Manchester United ( MANU 10.35% ) bidders being urged to increase their offers, according to Financial Times

  • Pfizer ( PF E) in discussions to acquire Seagen (SGEN), according to the Wall Street Journal

  • Pioneer Natural Resources ( PXD 2.91% ) reports it is not contemplating a significant business combination or other acquisition transaction

Syndicate:

  • Alliant Energy ( LNT 0.19% ) proposes offering of $500 mln of convertible senior notes due 2026 in a private placement

  • American Airlines ( AAL 0.84% ) files mixed securities shelf offering

  • Canadian Solar ( CSIQ 4.37% ) Renews its EUR 100 Million Note Program in the Spanish MARF to Support Project Development Growth

  • CareTrust REIT ( CTRE 1.30% ) files mixed securities shelf offering

  • eBay ( EBAY 1.22% ) files mixed securities shelf offering

  • J.B. Hunt Transport ( JBHT 0.80% ) files mixed securities shelf offering

  • JPMorgan Chase ( JPM 1.39% ) files for $100 bln mixed securities shelf offering

  • Li-Cycle ( LICY 11.02% ) receives conditional commitment for $375 mln loan from the U.S. Department of Energy ATVM Program

  • Lincoln National ( LNC 1.07% ) files mixed securities shelf offering

  • McEwen Mining Copper ( MUX 7.14% ) unit closes ARS $30 bln investment by Stellantis (STLA); announces an additional $30 mln investment by Nuton, a Rio Tinto (RIO) Venture

  • Physicians Realty Trust ( DOC 1.99% ) files mixed securities shelf offering

  • Radian Group ( RDN 0.55% ) files mixed securities shelf offering

  • Sunstone Hotel ( SHO 1.85% ) files mixed securities shelf offering

  • Veris Residential ( VRE 0.86% ) files $2.0 bln mixed securities shelf offering

IPOs:

  • Expected to Price:

    • No IPOs expected.


Gapping Up/Down

  • Gapping up:

    • BRMK +21.3%, UNP +9.1%, LICY +8.1%, FREY +7.1%, SWTX +5%, LI +5%, FSR +3.2%, RDY +2.4%, PXD +2.3%, NOK +2.2%, TSLA +2%, FRPT +1.9%, AES +0.9%, KALV +0.8%, DAL +0.6%


  • Gapping down:

    • TGNA -21.2%, RC -8.6%, NAT -3.7%, VTRS -2.3%, VRE -2.1%, KOS -2.1%, IRMD -1.7%, NE -1.7%, DOC -1.2%, CTRE -0.8%, RDN -0.7%, SHO -0.6%



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

  • Upgrades

    • Baozun (BZUN) upgraded to Outperform from Underperform at CLSA; tgt raised to $7

    • Nomad Foods (NOMD) upgraded to Buy from Neutral at Goldman; tgt $21

    • Omnicell (OMCL) upgraded to Buy from Hold at The Benchmark Company; tgt $68

    • Pulmonx (LUNG) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $15

    • State Street (STT) upgraded to Overweight from Equal Weight at Wells Fargo; tgt raised to $98

    • Union Pacific (UNP) upgraded to Buy from Neutral at BofA Securities; tgt raised to $241


  • Downgrades:

    • ACM Research (ACMR) downgraded to Underperform from Hold at Jefferies; tgt raised to $8

    • Best Buy (BBY) downgraded to Market Perform from Outperform at Telsey Advisory Group; tgt lowered to $83

    • Coursera (COUR) downgraded to Hold from Buy at Truist; tgt lowered to $12

    • FEMSA (FMX) downgraded to Neutral from Outperform at Bradesco BBI; tgt raised to $100

    • Open Lending (LPRO) downgraded to Outperform from Strong Buy at Raymond James; tgt lowered to $9

    • Opendoor Technologies (OPEN) downgraded to Perform from Outperform at Oppenheimer

    • Village Farms (VFF) downgraded to Mkt Perform from Outperform at Raymond James; tgt lowered to $2.50


  • Others:

    • Intuitive Machines (LUNR) initiated with a Buy at Canaccord Genuity; tgt $35

    • MVB Financial (MVBF) initiated with an Overweight at JP Morgan; tgt $35


Upcoming Events:

  • Econ Data:

    • 08:30 ET: Durable Orders for Jan (Briefing.com Consensus -3.9%, Prior 5.6%)

    • 08:30 ET: Durable Orders ex-transportation for Jan (Briefing.com Consensus 0.1%, Prior -0.1%)

    • 10:00 ET: Pending Home Sales for Jan (Briefing.com Consensus 1.0%; Prior 2.5%)


  • Earnings:

    • Monday (Feb 27)

      • Morning: AES BGNE WTRG FSR FRPT FUBO HSC ITRI KOP TREE LI NE PNW TGNA VTRS

      • Afternoon: AAON ACHC ACAD ADUS AMRC BMRN CDNA DAR DRQ EBS FGEN FSK HEI HLIO HIMS ICUI NARI NGVT IIPR JRVR MKSI NSA OXY OKE PRAA PRIM PRA PGNY RRC RLJ ROVR TASK TREX TTEC UHS VRAY VMEO WDAY ZM


  • Tuesday (Feb 28)

    • Morning: AHCO ADT AAP AMWD APG AZO BMO BNS BSY BKI BLDR CBRL CRON DK XRAY DORM DEA ECVT EHTH EXPI FA FRO GOGO HAYW HSKA TILE IGT SJM JLL KTB NFE NXST NCLH OLPX OMI PCRX PRFT PRGO PLTK RDNT SEAS SRE FOUR SHC SRC TGT SKIN TWKS WRBY

    • Afternoon: DDD A ALLO AMBA AMC AXON BGS BLNK CARG CLNE COMP CPNG CUTR DUOL EDR FATE FIGS FSLR FLYW FRG FLGT GDRX GO HCAT HPQ HURN ICFI IPAR NVTA IOVA JXN JAMF LXFR MQ MASI MRTX MNST MYGN NSTG NTRA KIND NVAX OMCL OSPN PAYO PETQ PUBM RGNX RIVN RKT ROST RYAN SRPT SDGR SHLS SILK SUPN TALO URBN VRSK SPCE VZIO


  • Wednesday (Mar 1)

    • Morning: DIBS ANF ACIW GOLF ASTE AVDX CLVT CLH YOU DIN DLTR DCI DY EVRI FSS HR HGV HZNP IMGN ITCI ISEE JACK KSS LL LOW EYE NIO NOVT ODP PAR QRTEA RY STWD TUP WB WEN XHR

    • Afternoon: AXNX BOX CDLX CCCS CELH CERT CODI CRDO CYTK DSGX DM DV FTDR FNKO GEF INO JAZZ LNW LPSN MLNK OKTA PLUG PSTG RPAY RSI CRM SNOW SPLK SRI STKL AAN VEEV MDRX VRRM VUZI XENE ZIMV ZUO


  • Thursday (Mar 2)

    • Morning: AER AMRX BUD BBY BIG BILI BURL EXK GMS HRL ICPT KR M PDCO PTLO SIX SFM STER STVN SSYS TD UTZ

    • Afternoon: AVGO AI CHPT COO COST DELL ESTC HPE MRVL JWN PAGS VVX VSCO VMW VTEX ZS



Asia & Europe detail:

Asia: Nikkei -0.1%, Hang Seng -0.3%, Shanghai Composite -0.3%

Equity indices in the Asia-Pacific region began the week on a lower note. The People's Bank of China released its monetary policy implementation report for Q4, noting that a rebound in the domestic economy is likely in 2023. China's main steelmaking city will slow production, citing pollution. Passenger vehicle sales in China are expected to grow about 2% in 2023.

  • In economic data:

    • Japan's December Leading Index 97.2, as expected (last 97.7) and Coincident Indicator -0.2% m/m (expected -0.4%; last -0.3%)

    • Hong Kong's January trade deficit $25.40 bln (last surplus of $6.60 bln) as imports fell 30.2% m/m (last -23.5%) and exports fell 36.7% m/m (last -28.9%)

    • Australia's Q4 Business Inventories -0.2% m/m (expected -0.2%; last 2.1%) and Q4 gross operating profits 10.6% qtr/qtr (expected 1.5%; last -11.5%)

    • New Zealand's Q4 Retail Sales -0.6% qtr/qtr (expected 0.2%; last 0.4%) and Core Retail Sales -1.3% qtr/qtr (expected 0.3%; last 0.5%)


---Equity Markets---

  • Japan's Nikkei: -0.1%

  • Hong Kong's Hang Seng: -0.3%

  • China's Shanghai Composite: -0.3%

  • India's Sensex: -0.3%

  • South Korea's Kospi: -0.9%

  • Australia's ASX All Ordinaries: -1.2%

---FX---

  • USD/JPY: -0.1% to 136.24

  • USD/CNH: -0.1% to 6.9698

  • USD/INR: UNCH at 82.83

Europe: DAX +1.5%, FTSE +0.8%, CAC +1.6%

Major European indices trade in a firmly higher note. European Commission President von der Leyen will meet with British Prime Minister Sunak and King Charles III as the two sides finalize post-Brexit rules for trade in Northern Ireland. British energy regulator is reducing the annual electricity price cap by 25%. Associated British Foods raised its guidance for the fiscal year.

  • In economic data:

    • Eurozone's February Business and Consumer Survey 99.7 (expected 101.0; last 99.8). January Private Sector Loans 3.6% yr/yr (expected 3.9%; last 3.8%) and loans to nonfinancials 6.1% yr/yr (last 6.3%)

    • Italy's February Consumer Confidence 104.0 (expected 102.7; last 100.9) and Business Confidence 102.8 (last 102.8)


---Equity Markets---

  • STOXX Europe 600: +1.2%

  • Germany's DAX: +1.5%

  • U.K.'s FTSE 100: +0.8%

  • France's CAC 40: +1.6%

  • Italy's FTSE MIB: +1.8%

  • Spain's IBEX 35: +1.4%

---FX---

  • EUR/USD: +0.2% to 1.0565

  • GBP/USD: +0.4% to 1.1988

  • USD/CHF: UNCH at 0.9400


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