🇺🇸#premarket #сша
принятые сегодня ежеквартальные дивиденды (на акцию):
#LAD Lithia Motors = $0.30
#GOLD Barrick Gold = $0.07
#HRNNF Hydro One = CAD 0.2415
#CVE Cenovus Energy = CAD 0.0625
#WFSTF Western Forest Products = CAD 0.0225
#CLX Clorox = $1.06
#NOC Northrop Grumman = $1.32

🇺🇸#отчетности #сша

#ENTG Entegris Q2 Non-GAAP
-EPS of $0.60 beats by $0.12; GAAP EPS of $0.50 beats by $0.12.
-Revenue of $448.05M (+18.3% Y/Y) beats by $30.63M.

#WST West Pharmaceutical Q2 Non-GAAP
-EPS of $1.25 beats by $0.34; GAAP EPS of $1.21 beats by $0.31.
-Revenue of $527.2M (+12.2% Y/Y) beats by $31.11M.

#BANC Banc of California Q2 GAAP
-EPS of -$0.44 misses by $0.05.
-Revenue of $60.84M (-2.6% Y/Y) beats by $2.92M.

#GTLS Chart Industries Q2 Non-GAAP
-EPS of $0.63 beats by $0.22; GAAP EPS of $0.57 beats by $0.17.
-Revenue of $310.4M (+0.3% Y/Y) beats by $19.79M.

#APD Air Products and Chemicals Q3 Non-GAAP
-EPS of $2.01 beats by $0.03; GAAP EPS of $2.01 beats by $0.07.
-Revenue of $2.07B (-6.8% Y/Y) beats by $10M.

#CVE Cenovus Energy Q2 Non-GAAP
-EPS of -C$0.34 beats by C$0.21; GAAP EPS of -C$0.19.
-Revenue of C$2.17B (-61.3% Y/Y) beats by C$180M.
-Total Production of 465.4 Mboe/day, compared to consensus of 442.4 Mboe/day.

#PTEN Patterson-UTI Energy Q2 Non-GAAP
-EPS of -$0.56 beats by $0.02; GAAP EPS of -$0.81 misses by $0.20.
-Revenue of $250.38M (-62.9% Y/Y) beats by $11.03M.

#TSCO Tractor Supply Q2 GAAP
-EPS of $2.90 beats by $0.30.
-Revenue of $3.18B (+35.3% Y/Y) beats by $170M.
-Comparable-store sales increased 30.5% vs. 3.2% year ago.

⚠️🇺🇸#CVE Cenovus Energy downgraded to Underweight from Neutral at JPMorgan

💥🇺🇸#AMZN Amazonprice target raised to $4,500 from $3,925 at Pivotal Research

🇨🇦#mna #нефтянка #канада
Cenovus Energy #CVE покупает Husky Energy #HSE за $2.9 млрд. В итоге в нефтянке Канады будет создан 3-й по размеру игрок. - BBG

⚠️🇺🇸#CVE Cenovus Energy downgraded to Neutral from Outperform at Credit Suisse

⚠️🇺🇸#CVE Cenovus Energy downgraded to Neutral at Credit Suisse

🇺🇸#13F #фонды #отчетность
движения попсовых фондов в акциях в 2кв 2022г - формы 13F:

Berkshire Hathaway (Buffett)
новые покупки: ———
полная продажа: #VZ #RPRX
увеличение доли: #ALLY #OXY #ATVI #MKL #MCK
снижение доли: #USB #GM #KR #STOR

Bridgewater (Ray Dailo)
новые покупки: #RIVN #AMZN #SE
полная продажа: #BABA #JD
увеличение доли: #META GOOGL #CVS #MA
снижение доли: #PEP #LIN #PG

Elliott Management (Elliot)
новые покупки: #AJRD #PINS #PYPL #ERD #CAH
полная продажа: #TWTR #EVRG #APA
увеличение доли: #VAL #NE
снижение доли: ——-

Third Point (Dan Loeb)
новые покупки: #CL #AR #DIS #TMUS
полная продажа: #SPGI #INTU #AVTR #IQV
увеличение доли: #OVV #CVE #SMFR
снижение доли: #S #PCG #DHR #CSX

Appaloosa (David Tepper)
новые покупки: #CRM #BABA #NFLX #CEG #APTV #HCA #CZR
полная продажа: #XLE #XOP #GT #FCX #WYNN
увеличение доли: #KSS #MPLX #META
снижение доли: #MU #OXY