December 5, 2022

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Cijfers, aandelen, rentes en dollar: momenteel gaat alles van dik hout

Numbers, stocks, interest rates, dollars: everything is now made of thick wood

The AEX index is -0.5%. Technology is now struggling in particular after a nice session on Wall Street.

After the show in New York, there were these giants and supporters with Q3s and the trade went wrong After hours, for anything else. Click on the name of the report.

It can be clearly seen from the S&P 500’s mini-future last night, tonight and this morning:

How are things now?

  • European futures open -0.5% to small positives
  • US down 0.2% to 0.7% (technology)
  • In Asia everything is green and China is recovering. Hang Seng is up 1.2% and Hang Seng Tech is doubling. Tencent rises 2.7%
  • Volatility (CBOE VIX Index) is -4.7% at 28.5
  • The dollar is already stable at 0.9960
  • Gold is +0.4%, Oil is down 0.5% and Cryptocurrency is doing almost nothing

Yields and the dollar took a hit yesterday as networks say there are whispers in the markets that the Fed is starting to slow as interest rates are raised. And indeed, there are few price. Is it the economy? Because inflation expectations are certainly not going down.

The tug of war between stocks and stock exchange rates continues, but the economy is also whistling around the corner. Surely those numbers last night in New York show that we are in troubled times. How far the economy and profits will ultimately sink, is perhaps the question now.

Lots of characters on Damrak and watch out, OCI is now unlocking the legendary €3.55 dividend! After the exhibition there was ASMI (over here), which beats revenue expectations, but suffers a significant revenue loss (7%?) from new US semiconductor sanctions against China:

We expect the new export regulations announced by the US government on October 7, 2022 to adversely affect our business in China.

Our equipment sales in China, at 16% of our total revenue in the first nine months of 2022, constituted an increasing part of our business with a strong contribution to group profitability.

Based on a conservative scenario, we expect the new export restrictions to affect more than 40% of our sales in China.

Heineken sees something she’s missing Q3s Consumer demand is declining, but it maintains low expectations. The set is lucky with a dollar, otherwise the rinse will be very weak.

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She’s here Report. At first glance, KPN offers an excellent set of third-quarter numbers. Defeat consensus and assert increased expectations and customer growth. There is no real recession and consumer misery here.

Bingo, that was in it. However it failed. It’s rare that Alphabet doesn’t live up to the consensus. Even this giant is not immune to the economic situation and is experiencing a decline in advertising revenue. Cloud growth has also slowed.

At Microsoft, the cloud has also been disappointing and the growth numbers are simply lower. The company exceeded expectations, but judging by the price reaction, the conference call with expectations was disappointing

News, tips and short agenda

The most important ABM Financial news since the Amsterdam closed yesterday.

  • 08:07 Opposition to the planned opening of AEX
  • 07:53 KPN exceeds expectations
  • 07:38 An increase in BASF turnover does not yield a higher result
  • 07:15 Market look: Berenberg raises price targets for AMG
  • 06:54 European markets are expected to open divided
  • 06:43 Stock Exchange Agenda: Macroeconomics
  • 06:42 Exhibition Agenda: Foreign Funds
  • 06:41 Exhibition agenda: Dutch companies
  • 01:33 Inventory update: AEX on Wall Street
  • October 25 Visa increases profits by 20 percent
  • Oct 25 Texas Instruments Crash Amid Poor Expectations
  • October 25 Microsoft sees Azure growth slowing
  • October 25, Google’s revenue continues to slow
  • October 25 Wall Street closed higher
  • Oil prices rise on October 25
  • Stock Market Outlook October 25: China Sanctions Hit ASMI Unexpectedly
  • October 25, Wall Street is in a state of gains
  • October 25 European stocks closed higher
  • October 25 ASMI suffers from US export regulations
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Analyst tip:

AMG: to €51 from €41 (purchase) – Berenberg

AFM reports this shorts:

schedule of work:

07:30 KPN – Third Quarter Numbers
08:00 Ctac – Third Quarter Numbers
08:00 Heineken – Third Quarter Numbers
09:00 OCI – Ex-earnings
18:00 Unibail-Rodamco-Westfield – Third Quarter Numbers
18:00 Expansive – Third Quarter Numbers
22:00 Basic Parameters – Third Quarter Numbers

07:00 BASF – Third Quarter Numbers (Germany)
07:00 Deutsche Bank – Third Quarter Numbers (Germany)
07:00 UniCredit – Third Quarter Numbers (Ita)
08:00 Barclays – Q3 numbers (UK)
08:00 Reckitt Benckiser – Q3 numbers (UK)
13:00 Boeing – Q3 numbers (US)
13:00 Harley Davidson – American characters in the third quarter
13:00 Kraft Heinz – Q3 numbers (US)
13:00 MasterCard – Third Quarter Numbers (US)
22:00 Defining platforms – Q3 numbers (US)

13:00 Mortgage Applications – Weekly (US)
16:00 New Home Sales – September (US)
16:30 Oil Inventories – Weekly (US)

then this

Review:

more:

Price + 1.5%:

First match report:

Match report 2:

And the rest:

Hang Seng is cheaper:

Bring that jolt?

Enjoy and good luck today.

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