MarketTwits
262K subscribers
77.8K photos
2.89K videos
1.1K files
82.3K links
Вся информация на канале не является рекомендацией

связь - @MarketTwits_info
связь - [email protected]
VK - https://vk.com/id635239814

в подборках не участвуем, партнерки не практикуем, свой канал не рекламируем, менеджеры по рекламе не нужны
Download Telegram
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ

#EYEG +24% Eyegate Pharmaceuticals Inc - after receiving an approval from the FDA to initiate PE pilot study.

#ADIL +23% Adial Pharmaceuticals, Inc.

#RIOT +17% Riot Blockchain, Inc.

#ADMA +13% ADMA Biologics, Inc.

#NTRA +10% Natera, Inc.

#XBIO +7% Xenetic Biosciences, Inc.

#AGI +6% Alamos Gold Inc.

#WGO +6% Winnebago Industries, Inc.

#EXK +6% Endeavour Silver Corp.

#VLRX +6% Valeritas Holdings, Inc.

#SNDL +5% SUNDIAL GROWERS INC. - after surging 23% on Friday.

#HMY +5% Harmony Gold Mining Company Limited

#AMBD +5% Abiomed, Inc.

#AG +4% First Majestic Silver Corp.

ВНИЗ

#GLYC -52% GlycoMimetics, Inc. - reported top-line results from Pfizer’s Phase 3 clinical trial evaluating rivipansel in sickle cell disease. Piper Jaffray downgraded GlycoMimetics from Overweight to Neutral and lowered the price target from $20 to $6.

#NVTA -10% Invitae Corporation

#PRCP -7% Perceptron, Inc.- after rising 8% on Friday.

#ON -7% ON Semiconductor Corporation - after the company reported Q2 results.

#JCI -6% Johnson Controls International plc

#SE -6% Sea Limited -after rising 6.86% on Friday.

#CNX -5% CNX Resources Corporation

#CCI -5% Crown Castle International Corp. (REIT)

#MT -4% ArcelorMittal - after dropping 4% on Friday.

#KRUS -4% KURA SUSHI USA, INC. - after climbing 24% on Friday.

#ARGX -3% argenx SE
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ


#IBIO +380% iBio, Inc. -after the company announced an agreement with United Therapeutics to produce recombinant human collagen-based bioink for 3D bioprinted organ transplants.

#TNXP +60% Tonix Pharmaceuticals Holding Corp - after the company was granted an exclusive license from Wayne State University for technology and patents related TNX-1600.

#NBRV +30% Nabriva Therapeutics plc- after the company received FDA approval for Xenleta to treat community-acquired bacteria pneumonia.

#HGV +17% Hilton Grand Vacations Inc. - after NY Post reported that Apollo Global Management could offer as much as $36 per share for Hilton Grand Vacations.

#DPW +17% DPW Holdings, Inc. - after climbing 133% on Monday. DPW Holdings posted Q2 revenue of $6.148 million and operating loss of $3.969 million.

#SDRL +12% Seadrill Limited - after reporting upbeat Q2 profit.

#CLR +11% Continental Resources, Inc. - after gaining 5% on Monday.

#BIDU +9% Baidu, Inc. - after the company reported better-than-expected results for its second quarter.

#MRNA +9% Moderna Inc - after the company announced the FDA has granted Fast Track designation for its investigational Zika vaccine mRNA-1893.

#MBRX +9% Moleculin Biotech Inc - after the company received CTRC approval to move forward with its clinical trial of WP1066 for the treatment of pediatric brain tumors.

#BYND +7% Beyond Meat, Inc. - after JP Morgan upgraded the company's stock from Neutral to Overweight.

#JMIA +7% Jumia Technologies AG - after surging 18% on Monday.

#BHAT +7% Fujian Blue Hat Interactive Entertainment Technology Ltd.- after dropping 9% on Monday.

#HRL +7% Hormel Foods Corporation

#PPDF +7% PPDAI Group Inc. - after reporting upbeat Q2 results.

#LB +5% L Brands, Inc.

#RGNX +4% REGENXBIO Inc. -SVB Leerink upgraded Regenxbio from Underperform to Market Perform and lowered the price target from $38 to $37.

#MDT +4% Medtronic PLC- after the company reported better-than-expected Q1 EPS and sales results. The company also raised FY20 EPS guidance above analyst estimates.

#HD +2% Home Depot Inc- after the company reported better-than-expected Q2 EPS results.

ВНИЗ

#SYBX -20% Synlogic, Inc. - after the company discontinued the development of SYNB1020 to treat hyperammonemia.

#SRPT -17% Sarepta Therapeutics, Inc. - on FDA CRL for Golodirsen NDA.

#FN -16% Fabrinet - reported stronger-than-expected results for its fourth quarter, but issued weak outlook for the first quarter.

#YUMA -13% Yuma Energy Inc - after surging 142% on Monday.

#SE -13% Sea Limited - after reporting Q2 results.

#BHAT -10% Fujian Blue Hat Interactive Entertainment Technology Ltd - after dropping 9% on Monday.

#PSTV -10% Plus Therapeutics, Inc. - after declining 38% on Monday.

#TROV -10% TrovaGene, Inc. - after gaining 44% on Monday.

#IQ -9% iQIYI, Inc. - after the company reported worse-than-expected Q2 EPS and sales and issued Q3 sales guidance below consensus estimates.

#HEPA -9% Hepion Pharmaceuticals, Inc - after dropping 6% on Monday.

#VNET -7% 21Vianet Group Inc - after the company reported worse-than-expected Q2 EPS results.

#CIT -5% CIT Group Inc.

#ELAN -4% Elanco Animal Health Incorporated - announced a deal to buy Bayer's animal health business in a transaction valued at $7.6 billion in cash and stock.
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ

#BREW +120% Craft Brew Alliance, Inc. - Anheuser-Busch announced plans to acquire remaining shares of Craft Brew Alliance that it does not already own for $16.50 per share in cash.

#KDMN +22% Kadmon Holdings, Inc. -announced KD025 met its primary endpoint.

#LTS +22% Ladenburg Thalmann Financial Services Inc. - the company agreed to be acquired by Advisor Group for $3.50 per share in cash.

#KEM +13% KEMET Corporation - after Yageo announced plans to acquire KEMET for $27.20 per share in cash.

#APYX +13% Apyx Medical Corp -after reporting a third-quarter earnings beat. The company also raised 2019 sales guidance.

#SE +10% Sea Ltd -following strong Q3 sales.

#JMIA +9% Jumia Technologies AG - after reporting Q3 results.

#LONE +8% Lonestar Resources US Inc. - after reporting third-quarter production was up 45%.

#GO +7% Grocery Outlet Holding Corp. - after the company reported better-than-expected Q3 EPS and sales results. The company raised FY19 EPS and sales guidance above analyst estimates.

#CMLS +7% Cumulus Media Inc - reported better-than-expected Q3 EPS and sales results.

#VIOT +6% Viomi Technology Co., Ltd -after gaining 6% on Monday.

#FTNT +6% Fortinet, Inc. -Goldman Sachs initiated coverage on Fortinet with a Buy rating and a $113 price target.

#AVEO +5% AVEO Pharmaceuticals, Inc. -following Q3 results.

#PLUG +5% Plug Power Inc. - after climbing 7% on Monday.

#HMI +5% Huami Corporation - after reporting Q3 results.

#PRCP +4% Perceptron, Inc. - reported better-than-expected Q1 EPS results.

#BZUN +4% Baozun Inc. - after setting new total order value record of RMB10.06 billion on Singles Day 2019.

#LIN +2% Linde plc - reported Q3 results and raised full-year earnings outlook.

ВНИЗ

#FLNT -22% Fluent, Inc. - reported worse-than-expected Q3 EPS and sales results. The company also cut FY19 sales guidance below analyst estimates.

#OGI -14% OrganiGram Holdings Inc. - issued weak Q4 revenue guidance.

#ASUR -12% Asure Software Inc - reported worse-than-expected Q3 sales results. The company also issued FY19 and FY20 sales guidance below analyst estimates.

#AAP -6% Advance Auto Parts, Inc. - reported Q3 results and announced a $700 million buyback program.

#RETA -5% Reata Pharmaceuticals, Inc. - announced the Phase 3 portion of the CARDINAL study of Bardoxolone Methyl met primary and key secondary endpoints. The company also reported downbeat quarterly earnings.

#WU -5% The Western Union Company

#EPC -4% Edgewell Personal Care Company - issued weak FY20 earnings forecast.

#AMRX -3% Amneal Pharmaceuticals, Inc.

#TME -3% Tencent Music Entertainment Group - after reporting Q3 results.

#INFY -3% Infosys Limited
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ

#ISR +33% IsoRay, Inc. - reported better-than-expected Q3 EPS and sales results.

#CDLX +25% Cardlytics Inc - reported better-than-expected Q3 EPS and sales results. The company also issued FY19 sales guidance above analyst estimates.

#SLS +17% SELLAS Life Sciences Group, Inc. - after gaining 8% on Tuesday.

#TWOU +15% 2U, Inc. - reported better-than-expected Q3 EPS and sales results. The company also issued FY19 sales guidance above analyst estimates.

#DDOG +14% Datadog, Inc. - reported better-than-expected Q3 sales results.

#CDXC +13% Chromadex Corp - reported better-than-expected Q3 sales.

#VLRX +13% Valeritas Holdings Inc - reported better-than-expected Q3 EPS and sales results.

#PTE +8% Polarityte Inc - reported better-than-expected Q3 EPS results.

#LK +8% Luckin Coffee Inc. - after reporting upbeat quarterly earnings.

#ADT +6% ADT Inc - reported better-than-expected Q3 sales results.

#BDSI +5% BioDelivery Sciences International, Inc. - reported better-than-expected Q3 EPS and sales results.

#YY +5% YY Inc.- reported better-than-expected Q3 EPS and sales results.

#TECD +5% Tech Data Corporation -the company agreed to be acquired by funds managed by affiliates of Apollo Global Management for $130 per share in cash.

#PCG +5% PG&E Corporation -after gaining 12% on Tuesday.

#LGL +4% LGL Group Inc - reported Q3 sales of $8.6 million, up from $6.338 million in the same quarter last year.

#HUYA +4% HUYA Inc. - following strong Q3 results.

#NBRV +4% Nabriva Therapeutics PLC – ADR - reported better-than-expected Q3 EPS and sales results.

#VIPS +3% Vipshop Holdings Limited - after reporting third-quarter results.

ВНИЗ

#XELA -28% Exela Technologies Inc -reported worse-than-expected Q3 EPS and sales results. The company also issued FY19 sales guidance below analyst estimates.

#APDN -27% Applied DNA Sciences, Inc. - after the company's stock increased over 300% during yesterday's session.

#SNES -22% SenesTech Inc - reported worse-than-expected Q3 sales results.

#TRXC -21% Transenterix Inc -reported worse-than-expected Q3 EPS and sales results.

#HTGM -18% HTG Molecular Diagnostics Inc - reported worse-than-expected Q3 sales results.

#BOXL -18% Boxlight Corp - reported worse-than-expected Q3 sales results.

#CPRX -11% Catalyst Pharmaceuticals Inc - reported worse-than-expected Q3 sales results. The company also issued FY19 & FY20 sales guidance below analyst estimates.

#MRKR -10% TapImmune Inc. - reported Q3 earnings results.

#GEVO -10% Gevo Inc - reported worse-than-expected Q3 EPS results.

#CSIQ -9% Canadian Solar Inc. - reported worse-than-expected Q3 sales results. The company also issued Q4 guidance below analyst estimates.

#BCRX -9% BioCryst Pharmaceuticals, Inc. - the company announced a $55 million common stock offering.

#NXTC -9% NextCure Inc - reported a 3.2 million share common stock offering.

#TSEM -8% Tower Semiconductor Ltd. - issued weak Q4 revenue guidance.

#STAF -7% Staffing 360 Solutions Inc - reported worse-than-expected Q3 sales results.

#SWKS -7% Skyworks Solutions, Inc. -despite reporting a fourth-quarter earnings beat.

#EVOL -6% Evolving Systems Inc - reported worse-than-expected Q3 EPS results and Q3 sales down from last year.

#SDC -5% SmileDirectClub Inc -after reporting a third-quarter earnings beat. The company also issued strong 2019 sales guidance..

#SWAV -5% Shockwave Medical Inc - announced a $75 million common stock offering.

#SE -4% Sea Ltd - after reporting a proposed offering of $1 billion of convertible notes.

#ENG -4% ENGlobal Corp - reported Q3 EPS and sales results down from last year.

#DB -4% Deutsche Bank Aktiengesellschaft

#TLRY -4% Tilray, Inc. - reported Q3 earnings.

#SAN -4% Banco Santander, S.A.
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:

ВВЕРХ
#SAEX +45% SAExploration Holdings Inc - after winning $42 million in new projects for offshore West Africa. The company also reported a reduction in debt by $14.5 million.
#APT +15% Alpha Pro Tech, Ltd. - after gaining 10% on Thursday.
#EHTH +13% eHealth, Inc.
#TEAM +9% Atlassian Corporation PLC - reported better-than-expected Q2 EPS and sales results. The company also issued FY20 EPS and sales guidance above estimates.
#MPW Medical Properties Trust, Inc.
#BLDP +8% Ballard Power Systems Inc - after falling 10% on Thursday.
#INTC +6% Intel Corporation -reported better-than-expected results for its fourth quarter and issued strong Q1 guidance.
#PIR +6% Pier 1 Imports Inc
#PLUG +5% Plug Power Inc
#SE +5% Sea Ltd
#MFGP +4% Micro Focus International PLC - ADR
#YRD +3% Yiren Digital Ltd - ADR
#IAG +3% Iamgold Corp
#ERA +3% Era Group Inc-Bristow and Era Group agreed to merge in an all-stock deal.

ВНИЗ
#TBLT -25% ToughBuilt Industries, Inc.- reported pricing of upsized $9.0 million underwritten public offering.
#ERIC -8% Telefonaktiebolaget LM Ericsson -after reporting Q4 results.
#DFS -7% Discover Financial Services - reported worse-than-expected Q4 sales results.
#USAC -7% Usa Compression Partners LP
#IPHA -4% INNATE PHARMA S/S ADR
#ECA -4% Encana Corp
#APLT -4% Applied Therapeutics Inc - reported upsizing and pricing of public offering of 2,741,489 shares of common stock.
#SYF -4% Synchrony Financial - reported Q4 results.
#IIPR -3% Innovative Industrial Properties Inc - announced a public offering of 2,000,000 shares of common stock.
#TCOM -3% Trip.com Group Ltd
#SWKS -3% Skyworks Solutions Inc -announced some of its subsidiaries have entered into two separate multi-year Statement of Work agreements with Apple. The company also released Q1 earnings.
#ETFC -2% E*TRADE Financial Corp -reported downbeat earnings for its fourth quarter.
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:

ВВЕРХ
#NAV +53% Navistar International Corporation -after the company confirmed the receipt of unsolicited $35 per share proposal from TRATON regarding potential transaction.
#NNVC +39% NanoViricides, Inc. -after the company confirmed it has been working on a treatment for the novel Wuhan coronavirus.
#BIMI +30% BOQI International Medical Inc.
#CODX +18% Co-Diagnostics, Inc. - after declining 6% on Thursday.
#CBLI +12% Cleveland BioLabs, Inc. -after surging 41% on Thursday.
#NATI +10% National Instruments Corp - reported better-than-expected Q4 EPS and sales results.
#AMZN +9% Amazon.com, Inc. - reported stronger-than-expected results for its fourth quarter. Amazon also said it expects first-quarter sales of $69 billion to $73 billion, with analysts expecting $71.6 billion.
#IBIO +8% iBio, Inc. -after jumping 20% on Thursday.
#LLIT +8% Lianluo Smart Limited - after climbing 20% on Thursday.
#AHPI +7% Allied Healthcare Products, Inc. - after surging 27% on Thursday.
#WKHS +7% Workhorse Group Inc
#ADNT +6% Adient PLC - following Q1 results.
#SE +5% Sea Limited
#INXP +5% Inpixon -after declining 9% on Thursday.
#WDC +4% Western Digital Corporation - reported better-than-expected Q2 EPS results. The company also issued Q3 EPS and sales guidance above analyst estimates. Benchmark upgraded Western Digital from Sell to Hold.
#INO +4% Inovio Pharmaceuticals, Inc. - shares surged over 13% on Thursday after the company announced it is collaborating with Beijing Advaccine Biotechnology to advance INO-4800 against the coronavirus in China.
#DECK +4% Deckers Outdoor Corporation - reported better-than-expected Q3 EPS and sales results. The company also issued FY20 EPS and sales guidance above analyst estimates.
#X +4% United States Steel Corporation - reported better-than-expected Q4 results.
#IBM +4% IBM -announced changes in top management. Ginni Rometty, who took over as the IBM CEO in 2011, is stepping down from the role. Arvind Krishna, who leads the company's cloud and data platform, will be her replacement, and take charge on April 6. James Whitehurst, the CEO of Red Hat, Inc., a software firm acquired by IBM in July last year, will take over as the IBM President on the same date.

ВНИЗ
#WWE -24% World Wrestling Entertainment, Inc. -company announced the departure of its co-presidents. WWE also downgraded its expectations for adjusted operating income before depreciation and amortization to $180 million, from an earlier forecast of $190 million.
#NTEC -22% Intec Pharma Ltd -priced its 16.25 million share public offering at $0.40 per share.
#SSL -8% Sasol Limited
#TTM -6% Tata Motors Limited
#GNPX -5% Genprex, Inc. - after gaining 6% on Thursday.
#BZH -5% Beazer Homes USA, Inc. -after reporting Q1 results.
#WY -4% Weyerhaeuser Company -ahead of quarterly earnings.
#LYB -4% LyondellBasell Industries NV -after reporting downbeat Q4 results.
#NVST -4% Envista Holdings Corp - reported worse-than-expected Q4 sales results.
#AMGN -4% Amgen Inc. - issued FY20 EPS guidance below estimates. Baird downgraded Amgen from Neutral to Underperform.
#SAN -3% Banco Santander, S.A.
#EA -3% Electronic Arts Inc. - reported worse-than-expected Q3 sales results.
#V -3% Visa Inc. - reported in-line earnings for its first quarter, while sales exceeded views.
#MT -3% ArcelorMittal
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:

ВВЕРХ
#SCON +123% Superconductor Technologies Inc. -Superconductor Technologies and Allied Integral United announced a merger agreement.
#KMPH +25% KemPharm, Inc. - submitted KP415 NDA to the FDA for the treatment of ADHD.
#GNMK +22% GenMark Diagnostics, Inc - reported Q4 results.
#XAIR +21% Beyond Air, Inc. - after rising over 13% on Monday.
#QGEN +16% QIAGEN N.V. -Thermo Fisher Scientific Inc. #TMO
announced plans to acquire QIAGEN for 10.4 billion euros ($11.6 billion).
#NOVN +16% Novan, Inc. - after jumping around 113% on Monday.
#OMER +16% Omeros Corporation - reported Narsoplimab HSCT-TMA results surpassed the FDA-agreed efficacy threshold.
#WIFI +14% Boingo Wireless Inc - reported Q4 earnings.
#PHIO +13% Phio Pharmaceuticals Corp. - after gaining more than 5% on Monday.
#TRIL +10% Trillium Therapeutics Inc. - after surging over 26% on Monday.
#IBIO +10% iBio, Inc. - highlighted withdrawal of proxy statement proposal related to amend its certificate of incorporation to authorize possible reverse stock split.
#IPHA +8% Innate Pharma S.A. -after gaining 13% on Monday.
#PLUG +7% Plug Power Inc.
#BLDP +7% Ballard Power Systems Inc. - after jumping about 13% on Monday.
#BYND +5% Beyond Meat, Inc. - after jumping over 7% on Monday.
#SPCE +5% Virgin Galactic Holdings, Inc. - after gaining around 6% on Monday.
#GNFT +5% Genfit SA
#LVGO +5% Livongo Health Inc - reported better-than-expected Q4 sales. The company also issued Q1 and FY20 sales guidance above estimates.
#DAL +5% Delta Air Lines, Inc.
#SE +5% Sea Ltd - following Q4 results.
#FSLY +5% Fastly, Inc.
#AAL +4% American Airlines Group Inc.
#TMO +3% Thermo Fisher Scientific Inc. - announced plans to acquire QIAGEN for 10.4 billion euros ($11.6 billion).

ВНИЗ
#CPHI -24% China Pharma Holdings, Inc. - shares jumped 100% on Monday after the company announced a wash-free sanitizer in response to the coronavirus.
#RTTR -18% Ritter Pharmaceuticals, Inc. - after slipping over 11% on Monday.
#APDN -17% Applied DNA Sciences, Inc. - after rising around 30% on Monday.
#CODX -16% Co-Diagnostics, Inc. - shares gained around 35% on Monday after the company announced it will provide COVID-19 tests to US CLIA labs.
#NOVN -14% Novan Inc - filed 14 million share common stock offering, including warrants.
#HTBX -15% Heat Biologics, Inc. - shares jumped more than 142% on Monday after the Durham, North, Carolina-based biopharma company said in an SEC filing that it has filed a provisional patent application that would apply its immune system activating technology for the treatment or prevention ofCOVID-19, the new coronavirus originating from Wuhan, China.
#VIR -14% Vir Biotechnology, Inc.
#AHPI -14% Allied Healthcare Products, Inc. - after declining around 35% on Monday.
#NVAX -14% Novavax, Inc. -shares tumbled around 25% on Monday following news of a $150 million common stock offering via B. Riley FBR.
#LAKE -13% Lakeland Industries, Inc. -after dropping over 14% on Monday.
#TLRY -12% Tilray, Inc. -reported a net loss of $219.2 million, or $2.14 a share for the fourth quarter, versus a year-ago loss of $31 million or $0.33 per share. The company also reported worse-than-expected Q4 sales.
#APT -12% Alpha Pro Tech, Ltd. - after declining over 24% on Monday.
#ALT -11% Altimmune, Inc. - after declining about 15% on Monday.
#VXTR -10% Vaxart, Inc. -after dropping more than 18% on Monday.
#APPF -4% AppFolio Inc - issued FY20 sales guidance below estimates.
#KPTI -4% Karyopharm Therapeutics Inc - announced a proposed public offering of common stock of $150 million.
#EHTH -3% eHealth, Inc. - announced a 1.5 million share common stock offering.
💥🇺🇸#SE Sea Limited initiated with a Buy at UBS
❗️🌎#акции #cot #фонды #13F #толпа #техи
Goldman: самые любимые акции хедж-фондов (то, что больше всего держат в портфелях)

#FB #AMZN #MSFT #GOOGL #AAPL #MA #BABA #V #PYPL #SE
❤️🇨🇳#акции #китай #upgrade
Barclays полюбил китайские акции. Alibaba - фаворит

#BABA - Barclays initiated w/an Overweight. Names it top China pick.

#JD - Barclays initiated w/ Overweight.

#SE - Barclays initiated w/an Overweight.

#PDD -Barclays initiated w/an Equal Weight. $103 target at Barclays.

#BIDU - Overweight, $243 target.
⚠️🇨🇳 #SE #spo
Tencent намерен продать 14.5 млн акц Sea Limited в диапазоне $208-212 за акц

#TCEHY
🇨🇳 #TCEHY
Tencent выручил $3 млрд за счет продажи доли в Sea Limited

доля Tencent в Sea Limited сократилась до 18.7%

#SE
🇺🇸#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
🇨🇳#акции #китай #cot #13F #фонды
некоторые из крупнейших азиатских фондов более чем удвоили свои лонги в акциях #BABA и #SE во 2кв 2022г - BBG

Some of Asia’s biggest funds more than doubled their positions in Alibaba Group Holding Ltd. and Sea Ltd. in the second quarter after a yearlong rout.