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🇺🇸#premarket #сша #дивиденды
принятые сегодня ежеквартальные дивиденды (на акцию):
#MEI Methode Electronics = $0.11
#INDB Independent Bank = $0.46
#BHLB Berkshire Hills Bancorp = $0.24
#CHMI Cherry Hill Mortgage = $0.27 (снижение на 33%⚠️)
#UDR UDR = $0.36
#FUNC First United = $0.13
#CUZ Cousins Properties = $0.30
#SGA Saga Communications = отмена дивидендов⚠️
#KRG Kite Realty = $0.052 (снижение на 84%⚠️)
#SLM Sallie Mae = $0.03
#TWO Two Harbors Investment = $0.14
#DTE DTE Energy = $1.0125
#ASGTF Altus Group = CAD 0.15
#ATNI ATN International = $0.17
#CNNEF Canacol Energy = CAD 0.052
#DOC Physicians Realty Trust = $0.23
#ENSG Ensign = $0.05
#ERF Enerplus = CAD 0.01
#ACRE Ares Commercial Real Estate = $0.33
#SLG SL Green Realty = $0.295
#VTR Ventas = $0.45 (снижение на 43%⚠️)
#AHT Ashford Hospitality = отмена дивидендов⚠️
#DRETF Dream Office REIT = CAD 0.0833
⚠️🇺🇸#DHI D.R. HORTON DOWNGRADED TO NEUTRAL FROM POSITIVE AT SUSQUEHANANA

⚠️🇺🇸#PHM PULTEGROUP DOWNGRADED TO NEUTRAL FROM POSITIVE AT SUSQUEHANANA

⚠️🇺🇸#DTE DTE ENERGY DOWNGRADED TO SECTOR WEIGHT FROM OVERWEIGHT AT KEYBANC CAPITAL

⚠️🇺🇸#TREX TREX DOWNGRADED TO HOLD FROM BUY AT BENCHMARK

⚠️🇺🇸#OC OWENS CORNING DOWNGRADED TO HOLD FROM BUY AT BENCHMARK

⚠️🇺🇸#JELD JELD-WEN HOLDINGS DOWNGRADED TO HOLD FROM BUY AT BENCHMARK

💥🇺🇸#ACI ALBERTSONS STARTED AT BUY WITH $21 STOCK PRICE TARGET AT DEUTSCHE BANK

💥🇺🇸#ACI ALBERTSONS STARTED AT OUTPERFORM WITH $18 STOCK PRICE TARGET AT BMO CAPITAL

💥🇺🇸#SYNA SYNAPTICS UPGRADED TO POSITIVE FROM NEUTRAL AT SUSQUEHANNA

💥🇺🇸#AVDL AVADEL PHARMACEUTICALS STARTED AT OUTPERFORM WITH $17 STOCK PRICE TARGET AT SVB LEERINK

💥🇺🇸#SRE SEMPRA ENERGY UPGRADED TO OVERWEIGHT FROM SECTOR WEIGHT AT KEYBANC CAPITAL
⚡️🇺🇸#отчетности #сша

#WAB Westinghouse Air Brake Q2 Non-GAAP
-EPS of $0.87 beats by $0.11; GAAP EPS of $0.46 misses by $0.11.
-Revenue of $1.74B (-22.3% Y/Y) beats by $40M.
-Gross margin rate +50 bps to 28% vs. consensus of 29.3% and Adjusted operating margin rate of 15.1% vs. consensus of 13.3%.

#WDR Waddell & Reed Financial Q2 GAAP
-EPS of $0.38 beats by $0.05.
-Revenue of $240.03M (-11.2% Y/Y) misses by $5.23M.

#MSCI MSCI : Q2 Non-GAAP
-EPS of $1.77 beats by $0.09; GAAP EPS of $1.36 misses by $0.19.
-Revenue of $409.6M (+6.2% Y/Y) misses by $0.65M.
-Q2 adjusted EBITDA margin of 57.8% vs. 54.9% year-ago.

#OMC Omnicom Q2 Non-GAAP
-EPS of $0.92 beats by $0.13; GAAP EPS of -$0.11 misses by $0.97.
-Revenue of $2.8B (-24.7% Y/Y) misses by $160M.
-Organic growth -23% vs. consensus of -16.3%.

#PJT PJT Partners Q2 Non-GAAP
_EPS of $1.00 beats by $0.32; GAAP EPS of $0.86.
-Revenue of $232.56M (+39.5% Y/Y) beats by $47.19M.

#RTX Raytheon Technologies Q2 Non-GAAP
-EPS of $0.40 beats by $0.28; GAAP EPS of -$2.56.
-Revenue of $14.28B (+26.0% Y/Y) beats by $890M.
-Backlog of $158.7B.

#MLM Martin Marietta Materials Q2 GAAP
-EPS of $3.49 beats by $0.47.
-Revenue of $1.27B (-0.8% Y/Y) beats by $30M.
-Adj. EBITDA margin of 32.03% vs. 31.3% consensus.

#IVZ Invesco Q2 Non-GAAP
-EPS of $0.35 misses by $0.08; GAAP EPS of $0.09 misses by $0.34.
-Revenue of $1.03B (flat Y/Y) misses by $10M.
-Q2 GAAP investment management revenue of $1.04B vs. $1.09B consensus.

#HOG Harley-Davidson Q2 Non-GAAP
-EPS of -$0.35 misses by $0.48; GAAP EPS of -$0.60 misses by $0.65.
-Revenue of $669.27M (-53.2% Y/Y) misses by $94.2M.
-Shipments of 28.37K vs. consensus of 37.6K; Gross margin rate -1,560 bps to 16.1% vs. consensus of 27.1%; Operating margin rate of -3,070 bps to -18.1% vs. consensus of 2.4%.

#LH Laboratory Corporation of America Q2
-EPS of $2.57 may not be comparable to consensus of $0.92.
-Revenue of $2.77B (-3.8% Y/Y) beats by $330M.
-Adjusted operating margin of 13.8%.
-The increase in net earnings and EPS was primarily due to the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

#ROP Roper Q2 Non-GAAP
-EPS of $2.94 beats by $0.26; GAAP EPS of $2.08 beats by $0.16.
-Revenue of $1.31B (-1.5% Y/Y) beats by $50M.
-Q2 operating profit of 383.9M vs. a consensus of $311.5M.

#WAT Waters Q2 Non-GAAP
-EPS of $2.10 beats by $0.56; GAAP EPS of $1.98 beats by $0.58.
-Revenue of $519.98M (-13.2% Y/Y) in-line.

#ABG Asbury Automotive Q2 Non-GAAP
- EPS of $2.52 beats by $0.03; GAAP EPS of $2.57 beats by $0.04.
-Revenue of $1.45B (-19.4% Y/Y) beats by $20M.

#DTE DTE Energy Q2 Non-GAAP
- EPS of $1.53 beats by $0.26; GAAP EPS of $1.44 beats by $0.11.

#IRDM Iridium Communications Q2 GAAP
-EPS of -$0.09 beats by $0.03.
-Revenue of $140.17M (-2.0% Y/Y) beats by $3.41M.
-Q2 operational EBITDA was $85.3M, as compared to $85.1M year-ago.

#NEO NeoGenomics Q2 Non-GAAP
-EPS of -$0.04 beats by $0.06; GAAP EPS of -$0.06 beats by $0.08.
-Revenue of $87M (-14.5% Y/Y) beats by $0.45M.
-Gross margin for Clinical revenue of 34.0%.

#SSTK Shutterstock Q2 Non-GAAP
-EPS of $0.62 beats by $0.36; GAAP EPS of $0.53 beats by $0.43.
-Revenue of $159.23M (-1.6% Y/Y) beats by $9.26M.

#COWN Cowen Q2 Non-GAAP
- EPS of $5.69 beats by $1.32; GAAP EPS of $3.83 beats by $0.82.
-Revenue of $418.84M (+43.4% Y/Y) misses by $107.12M.

#SHW Sherwin-Williams Q2 Non-GAAP
-EPS of $7.10 beats by $1.40; GAAP EPS of $6.48 beats by $1.61.
-Revenue of $4.6B (-5.7% Y/Y) beats by $50M.
-Operating income of $747.4M vs. consensus of $733.1M.

#SPGI S&P Global Q2 Non-GAAP
-EPS of $3.40 beats by $0.76; GAAP EPS of $3.28 beats by $0.70.
-Revenue of $1.94B (+14.1% Y/Y) beats by $160M.
-Adjusted operating profit margin rate improved 740 bps to 58.7%.
🇺🇸#DTE #TMUS
Deutsche Telekom готовится к продаже голландского подразделения T-Mobile - FD
⚡️🇩🇪#DTE #отчетность
Deutsche Telekom Q4 Earnings
- Q4 Adj. EBITDA EUR 8.95 Bln (est EUR 8.86 Bln)
- Q4 Sales EUR 27.6 Bln (est EUR 27.3 Bln)
- Sees 2021 Adj. EBITDA Rising To Around EUR 37.0 Bln
💥☢️🇩🇪#DTE #DeFi #внедрение #крипто #блокчейн
Deutsche Telekom инвестировал в Celo, платежную блокчейн-платформу , которая позволяет с мобильного телефона получать доступ к DeFi

DeFi позволяют пользователям обходить традиционные финансовые сервисы #конкуренция
🇩🇪#DTE
Deutsche Telekom AG начал продажу своей дочерней компании T-Mobile Netherlands BV. Может выручить до $5,3 млрд
🇩🇪#DTE
Deutsche Telekom в ближайшие дни может продать T-Mobile Netherlands за $5.9 млрд
🗓КАЛЕНДАРЬ НА СЕГОДНЯ - 2021.10.27

🔥ГОРЯЧЕЕ
🇺🇸сезон отчетностей в США
🇨🇦Канада - ставка ЦБ - 17:00мск
🛢нефть США - запасы EIA - 17:30мск

📌ЭКОНОМИКА
🇨🇳Китай - Industrial profit (сент)
🇦🇺Австралия - потребинфляция CPI (3кв)
🇩🇪Германия - Consumer Climate (нояб) - 09:00мск
🇨🇭Швейцария - ZEW Expectations (окт) - 11:00мск
🇺🇸США - Durable Goods Orders (сент) - 15:30мск
🇺🇸США - торговый баланс (сент) - 15:30мск
🇷🇺РФ - промпроизводство (сент) - 19:00мск

📌ЦЕНТРОБАНКИ
🇨🇦Канада - ставка ЦБ - 17:00мск
🇨🇦Канада - пресс-конф ЦБ - 18:00мск
спикеры:

📌КОМПАНИИ
🇷🇺#FIVE X5 - День Инвестора
отчетности:
🇷🇺#YNDX Яндекс - US GAAP (3кв)
🇷🇺#RUAL Русал - операционные результаты (3кв и 9м)
🇷🇺#VTBR ВТБ - МСФО (9м)
🇷🇺#NVTK Новатэк - МСФО (3кв)
🇷🇺#FIXP Fix Price - МСФО (3кв и 9м)
🇷🇺#IRAO Интер РАО - РСБУ (9м)
🇬🇧#GSK - GlaxoSmithKline
🇺🇸#SPOT - Spotify - 13:00мск
🇺🇸#TMO - Thermo Fisher - 13:00мск
🇺🇸#BSX - Boston Scientific - 13:30мск
🇺🇸#KO - Coca-Cola - 13:55мск
🇺🇸#GD - General Dynamics - 14:00мск
🇺🇸#CME - CME Group - 14:00мск
🇺🇸#GRMN - Garmin - 14:00мск
🇺🇸#KHC - Kraft Heinz - 14:00мск
🇺🇸#FISV - Fiserv - 14:00мск
🇺🇸#BMY - Bristol-Myers - 14:00мск
🇺🇸#DTE - DTE Energy - 14:00мск
🇺🇸#HOG - Harley Davidson - 14:00мск
🇺🇸#TEVA - Teva - 14:00мск
🇺🇸#MCD - McDonalds - 14:00мск
🇺🇸#BA - Boeing - 14:30мск
🇺🇸#GM - General Motors - 14:30мск
🇺🇸#NSC - Norfolk Southern - 15:00мск
🇺🇸#ALGN - Alighn Technology - 23:00мск
🇺🇸#F - Ford - 23:05мск
🇺🇸#EBAY - Ebay - 23:05мск
🇺🇸#TWLO - Twillio - 23:10мск
🇺🇸#NOW - ServiceNow - 23:10мск
🇺🇸#XLNX - Xilinx - 23:20мск
🇨🇳#YUMC - Yum China - 23:30мск
🇺🇸#SU - Suncor Energy - 00:25мск

📌ГОСБОНДЫ, АУКЦИОНЫ, МЕЖБАНК, РЕПО, ЛИКВИДНОСТЬ
🇷🇺РФ - Минфин на аукционе предложит ОФЗ серии 52004 на 10,1 млрд руб

📌НЕФТЬ и ГАЗ
🛢
нефть США - запасы EIA - 17:30мск

📌ЭКСПИРАЦИИ
🇷🇺РФ - исполняются месячные фьючерсы на валютную пару USDINR
🇷🇺РФ - исполняются месячные фьючерсы на природный газ
🇷🇺РФ - исполняются недельные опционы на фьючерсы на акции

📌КРИПТО
☢️#ETH - обновление Altair
⚡️🇺🇸#DTE #отчетность
DTE Energy reports third quarter 2021 results
Q3 operating EPS $1.72, consensus $1.82

#прогноз raises 2021 EPS view $5.70-$5.98 from $5.62-$5.92