Update 22:00 uur: Amerikaanse KW4-cijfers
Hieronder komen de kwartaalcijfers van Yahoo!, eBay, Sandisk en American Express. Klik op naam, dan kunt u de koersreacties live volgen op CNBC. Onder de bedrijven ziet u de headlines van Reuters.
Oh jee, een foutje in de agenda. Bij deze ons excuus. Yahoo! is blijkbaar volgende week volgens de agenda van Yahoo! zelf. Dan kunnen we net zo lang naar het scherm kijken, maar de cijfers komen toch echt pas 27 januari. Tot volgende week dan maar Yahoo!.
eBay: +2,7%. Q4 EPS $0,90 vs. $0,89 Est. Q4 Revs. $4,92B vs. $4,93B Est.
- 21-Jan-2015 22:15 - EBAY INC EBAY.O Q4 NON-GAAP SHR $0.90
- 21-Jan-2015 22:15 - EBAY INC EBAY.O Q4 GAAP SHR $0.75
- 21-Jan-2015 22:15 - EBAY INC EBAY.O Q4 SHR VIEW $0.89 -- THOMSON REUTERS I/B/E/S
- 21-Jan-2015 22:15 - EBAY INC EBAY.O Q4 REVENUE $4.9 BLN VS I/B/E/S VIEW $4.93 BLN
- 21-Jan-2015 22:16 - EBAY INC EBAY.O SAYS "PLANS ARE ON TRACK TO SEPARATE EBAY AND PAYPAL INTO INDEPENDENT COMPANIES IN THE SECOND HALF OF 2015"
- 21-Jan-2015 22:16 - EBAY INC EBAY.O SAYS ENTERED INTO A STANDSTILL AGREEMENT WITH INVESTOR CARL ICAHN, THE COMPANY'S LARGEST ACTIVE SHAREHOLDER
- 21-Jan-2015 22:17 - EBAY INC EBAY.O Q1 SHR VIEW $0.76, REV VIEW $4.70 BLN -- THOMSON REUTERS I/B/E/S
- 21-Jan-2015 22:17 - EBAY INC EBAY.O FY 2015 SHR VIEW $3.26, REV VIEW $19.97 BLN -- THOMSON REUTERS I/B/E/S
Sandisk: +2,5%. Q4 EPS $1.30 vs. $1.28 Est. Q4 Revs. $1,73B vs. $1,74B Est.
- 21-Jan-2015 22:05 - SANDISK CORP SNDK.O Q4 GAAP SHR $0.86
- 21-Jan-2015 22:05 - SANDISK CORP SNDK.O Q4 REVENUE $1.74 BLN VS I/B/E/S VIEW $1.73 BLN
- 21-Jan-2015 22:05 - SANDISK CORP SNDK.O Q4 NON-GAAP SHR $1.30
- 21-Jan-2015 22:05 - SANDISK CORP SNDK.O Q4 SHR VIEW $1.28 -- THOMSON REUTERS I/B/E/S
- 21-Jan-2015 22:05 - SANDISK EXPANDS STOCK REPURCHASE PROGRAM BY $2.5 BILLION
- 21-Jan-2015 22:06 - SANDISK CORP SNDK.O SAYS ANNOUNCED TODAY A FIRST QUARTER 2015 DIVIDEND OF $0.30 PER SHARE OF COMMON STOCK
American Express: -1,6%. Q4 EPS $1.39 vs. $1.38 Est. Q4 Revs. $9.11B vs. $8.53B Est.
- 21-Jan-2015 22:03 - AMERICAN EXPRESS -FOURTH-QUARTER CONSOLIDATED TOTAL REVENUES NET OF INTEREST EXPENSE ROSE TO $9.1 BILLION FROM $8.5 BILLION A YEAR AGO
- 21-Jan-2015 22:04 - AMERICAN EXPRESS - FOURTH-QUARTER RESULTS WERE NEGATIVELY AFFECTED BY THE IMPACT OF FOREIGN CURRENCY TRANSLATIONS ON INTERNATIONAL OPERATIONS
We zien ook nog een koersdoelverhoging voor ASML van Cowen & Co:
- 21-Jan-2015 22:15 - ASML HOLDING NV ASML.AS: COWEN & CO RAISES PRICE TARGET TO 95 EUROS FROM 84 EUROS; RATING OUTPERFORM
Update 15:45 uur: gaat de ECB voor 50 miljard euro per maand kopen?
EUR/USD gaat... ja wat eigenlijk? In ieder geval hard op en neer. De rentes op staatsobligaties schieten hard omhoog. Bloomberg meldt dat de ECB voor 50 miljard euro per maand aan obligaties gaat opkopen:
European stocks pared losses after euro-area central-bank officials said the ECB Executive Board proposal circulated to the Governing Council foresees asset purchases of 50 billion euros a month through the end of 2016.
Maar let op:
Dit is ook wel weer waar:
Update 15:40 uur: Bank of Canada verlaagt de rente:
Wat een verrassing. De Bank of Canada verlaagt onverwachts de rente naar 0,75%. Volgens de commentaren is de reden voor de renteverlaging de fors gezakte olieprijzen en heeft het niets met de ECB te maken:
Update 14:30 uur: Housing Starts en Building Permits:
De Housing Starts is iets beter dan de consensus en de Building Permits valt een tikje lager uit dan de verwachtingen.
Update 10:30 uur: Bank of England laat rente ongewijzigd:
- 21-Jan-2015 10:30 - BANK OF ENGLAND MINUTES SHOW MPC VOTED 9-0 IN JANUARY TO KEEP INTEREST RATES UNCHANGED AT 0.5 PCT (REUTERS POLL 7-2)
Update 09:30 uur: rondje advieswijzigingen:
- 21-Jan-2015 07:31 - UNILEVER UNc.AS: CREDIT SUISSE RAISES PRICE TARGET TO 30 EUROS FROM 28 EUROS; RATING UNDERPERFORM
- 21-Jan-2015 07:42 - WERELDHAVE WEHA.AS: GOLDMAN SACHS ASSUMES COVERAGE WITH SELL
- 21-Jan-2015 07:56 - DSM DSMN.AS: CREDIT SUISSE CUTS TARGET PRICE TO 52 EUROS FROM 55.5 EUROS; RATING OUTPERFORM
- 21-Jan-2015 07:45 - UNILEVER UNc.AS: BERENBERG RAISES PRICE TARGET TO 36.50 EUROS FROM 33.50 EUROS; RATING HOLD
- 21-Jan-2015 07:48 - UNILEVER UNc.AS: RBC RAISES PRICE TARGET TO 35 EUROS FROM 32 EUROS; RATING SECTOR PERFORM
- 21-Jan-2015 07:50 - ASML HOLDING ASML.AS: CITIGROUP CUTS TO NEUTRAL FROM BUY; RAISES PRICE TARGET TO 93 EUROS FROM 88 EUROS
- 21-Jan-2015 08:01 - UNIBAIL UNBP.AS: GOLDMAN SACHS RAISES TARGET PRICE TO 260 EUROS FROM 218 EUROS; RATING NEUTRAL
- 21-Jan-2015 09:09 - UNILEVER UNc.AS: EXANE BNP PARIBAS RAISES TARGET PRICE TO 39 EUROS FROM 37 EUROS; RATING OUTPERFORM
- 21-Jan-2015 09:46 - UNILEVER UNc.AS: KEPLER CHEUVREUX RAISES PRICE TARGET TO 35 EUROS FROM 34 EUROS; RATING HOLD
- 21-Jan-2015 09:53 - UNILEVER UNc.AS: DEUTSCHE BANK RAISES PRICE TARGET TO 38 EUROS FROM 34 EUROS
- 21-Jan-2015 09:56 - UNIBAIL-RODAMCO SE UNBP.AS: DEUTSCHE BANK RAISES TARGET PRICE TO 197 EUROS FROM 152 EUROS
- 21-Jan-2015 10:58 - ARCELORMITTAL ISPA.AS: COMMERZBANK CUTS TARGET PRICE TO 10 EUROS FROM 11 EUROS; RATING HOLD
- 21-Jan-2015 12:38 - UNILEVER NV UNc.AS: SOCGEN RAISES TARGET PRICE TO 37 EUROS FROM 34 EUROS; RATING HOLD
- 21-Jan-2015 12:45 - ASML HOLDING NV ASML.AS: CREDIT SUISSE ASSUMES COVERAGE WITH NEUTRAL; TARGET PRICE 84 EUROS
Update 09:00 uur: KW4-cijfers SABMiller en BHP Billiton:
- 21-Jan-2015 08:01 - SABMILLER PLC SAB.L - GROUP NET PRODUCER REVENUE (NPR) FOR Q3 GREW BY 4%,
- 21-Jan-2015 08:01 - SABMILLER PLC SAB.L SAYS Q3- LAGER VOLUME WAS DOWN 1%,
- 21-Jan-2015 08:01 - SABMILLER PLC SAB.L SAYS Q3 SOFT DRINK- VOLUMES UP 4% IN QUARTER
- 21-Jan-2015 08:04 - SABMILLER PLC SAB.L SAYS SAW NET EARLY REDEMPTION COSTS OF $48 MLN FROM REDEEMING $850 MLN 6.5% NOTES, DUE 2016.
Dit zegt Reuters over BHP Billiton:
- 20-Jan-2015 22:52 - CORRECTED-BHP BILLITON SAYS PETROLEUM PRODUCTION GUIDANCE FOR 2015 FINANCIAL YEAR REMAINS UNCHANGED AT 255 MMBOE (ADDS DROPPED WORDS 'PETROLEUM PRODUCTION')
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX QTRLY TOTAL PETROLEUM PRODUCTS PRODUCTION 63.6 MLN BOE , UP 10 PCT
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX QTRLY IRON ORE PRODUCTION 56,352 KT, UP 16 PCT
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX QTRLY COPPER PRODUCTION 423.7 KT , DOWN 4 PCT
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX - COPPER GUIDANCE FOR THE 2015 FINANCIAL YEAR REMAINS UNCHANGED AT 1.8 MT
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX -IRON ORE GUIDANCE FOR THE 2015 FINANCIAL YEAR REMAINS UNCHANGED AT 225 MT
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX - DEMERGER REMAINS ON TRACK TO BE COMPLETED IN THE FIRST HALF OF THE 2015 CALENDAR YEAR
- 20-Jan-2015 22:52 - RPT-BHP BILLITON - REDUCTION IN DRILLING ACTIVITY WILL NOT IMPACT 2015 PRODUCTION GUIDANCE
- 20-Jan-2015 22:52 - RPT-BHP BILLITON - 'WE ARE REDUCING COSTS AND IMPROVING BOTH OPERATING AND CAPITAL PRODUCTIVITY ACROSS THE GROUP FASTER THAN ORIGINALLY PLANNED'
- 20-Jan-2015 22:52 - RPT-BHP BILLITON - EXPECTS UNDERLYING ATTRIBUTABLE PROFIT IN DECEMBER 2014 HALF YEAR TO INCLUDE IMPAIRMENT CHARGES IN RANGE OF ABOUT US$200 MILLION TO US$250 MILLION
- 20-Jan-2015 22:52 - RPT-BHP BILLITON LTD BHP.AX SAYS THE COMPANY WILL REDUCE ITS OPERATED RIG COUNT FROM 26 AT PERIOD END TO 16 BY THE END OF THE 2015 FINANCIAL YEAR
Update 08:00 uur: cijfers ASML:
Dit meldt Reuters over de KW4-cijfers van ASML:
- 21-Jan-2015 07:00 - ASML HOLDING NV ASML.AS ASML HOLDING : ASML POSTS RECORD FULL-YEAR 2014 SALES OF EUR 5.86 BILLION
- 21-Jan-2015 07:00 - ASML HOLDING NV ASML.AS - Q4 NET SALES OF EUR 1.49 BLN, GROSS MARGIN 44 PERCENT
- 21-Jan-2015 07:00 - ASML HOLDING NV ASML.AS - GUIDES Q1 2015 NET SALES AT AROUND EUR 1.6 BLN AND A GROSS MARGIN OF AROUND 47 PERCENT
- 21-Jan-2015 07:01 - ASML HOLDING - PROPOSES A DIVIDEND OF EUR 0.70 PER SHARE FOR 2014, 15 PCT UP FROM 2013 AND ANNOUNCES A NEW EUR 1 BLN SHARE BUYBACK PROGRAM
- 21-Jan-2015 07:01 - ASML HOLDING NV ASML.AS - LOOKING AHEAD TO H1 2015, SEE BOTH OUR SALES TO MEMORY SEGMENT AND OUR SERVICE AND FIELD OPTION BUSINESS TO CONTINUE TO BE STRONG AND SALES TO LOGIC SEGMENT TO INCREASE FROM H2 2014 TO H1 2015
- 21-Jan-2015 07:02 - ASML HOLDING NV ASML.AS - SEE SALES TO LOGIC SEGMENT TO INCREASE FROM H2 2014 TO H1 2015, UNDERPINNED BY EUR 2.8 BLN BACKLOG
- 21-Jan-2015 07:03 - ASML HOLDING NV ASML.AS - FOR Q1 OF 2015, ASML EXPECTS NET SALES OF AROUND EUR 1.6 BLN
Nick Bakker is marketwatcher bij IEX.nl. Nick Bakker kan posities innemen op de financile markten. De informatie in deze column is niet bedoeld als professioneel
beleggingsadvies of als aanbeveling tot het doen van bepaalde beleggingen. Klik hier voor een overzicht van de beleggingen van de IEX redactie.