Фондовые индексы США выросли после отчетности в сфере розничных продаж

Фондовые индексы США выросли после отчетности в сфере розничных продаж
—Наталья Самойловадиректор инвестиционного департамента «Golden Hills-КапиталЪ АМ» Американские фондовые индексы в середине недели перешли к росту под воздействием представленных во вторник данных о расширении розничных продаж на фоне отчётности ритейлеров.

Индекс Dow Jones Industrial Average вырос на +0,12% до 22024,87 пункта за счёт подорожания Home Depot, United Technologies, McDonald’s и теперь на +18,6% опережает уровни предыдущего года. Индекс S&P 500 увеличился на +0,14% до 2468,11 пункта от роста ритейлеров на фоне отчётности и оставался на +13,3% над уровнями годичной давности. Индекс Nasdaq Composite возрос на +0,19% до 6345,11 пункта благодаря новому лекарству компании Biogen и повышению спроса на стабильных, проверенных временем производителей памяти и разработчиков платёжных систем.

S&P рос благодаря росту розничного сегмента, в том числе Target (Nyse: TGT) на +3,6%, Foot Locker (Nyse: FL) на +3,1%, Best Buy (Nyse: BBY) на +2,9%, TJX (Nyse: TJX) на +2,0%.

Котировки дискаунтера из Массачусетса TJX, владеющего брендами сетей T.J. Maxx и канадского и американского Marshalls, увеличивались, так как цены в TJX пониже, чем в Amazon, а прибыль в отчётном квартале опередила ожидания и составила 85 центов на акцию. TJX повысил прогноз на весь год по финансовому результату до $3,78-3,82 c $3,71-3,78 на акцию, в то же время цена одной бумаги $71,6, в отношении к прогнозной прибыли 18,8. Капитализация компании $46,13 млрд при продажах $33,6 млрд в год даёт коэффициент 1,36.

Многопрофильный ритейлер Best Buy подорожал перед отчётностью, которая выйдет 29 августа. Компания имеет доходность акционерного капитала 26,7%, последние четыре дивиденда по этим бумагам достигают в сумме $1,24 при стоимости одной акции $60,7. Таким образом, в сравнении с нынешней ценой, прошедшие дивиденды составляют 2,0%. Цена к ожидаемой прибыли 1,4.

Ценные бумаги платёжной системы PayPal (Nasdaq: PYPL) подорожали на +1,0% на новостях о том, что компания работает над новым мобильным приложением совместно с Bank of America, которое может быть запущено в 1-й половине 2018 года. После партнёрства с Apple и Samsung, дополнительную поддержку компании оказывает также совместная разработка приложений под iOS и Android. Не нужно забывать и о вложениях PayPal в индустрию платёжных систем. Например, в Европе приём платежей через PayPal Braintree развивается вместе с их обработкой с помощью Visa CheckOut. У PayPal есть банковская лицензия в Европе, и Visa выпускает там дебетовые карточки PayPal. Сервис Braintree предполагает, по расценкам, 2,9% + 30 центов за трансакцию, никаких ежемесячных плат, 3,9% для международных платежей, коммерческая версия по договорной цене предполагает расширенную техническую поддержку. 

Из макроэкономических показателей США накануне вышли данные по выданным разрешениям на строительство (1,22 млн вместо ожидавшихся 1,25 млн), закладкам новых домов (1,16 млн против прогноза 1,22 млн) и запасам нефти в США (-8,9 млн баррелей сравнительно с консенсусом -3,0 млн). Были опубликованы протоколы ФРС, выявившие усиление опасений относительно сохранения слабой инфляции.

В четверг в 15:30 мск в США будут опубликованы данные по первичным заявкам на пособие по безработице (прогноз 240 тысяч против 244 тысяч отчётным периодом ранее) и августовский индекс деловой активности в округе ФРБ Филадельфии (прогноз 18,3 против предыдущего 19,5). В 16:15 мск также выйдет отчётность по промышленному производству, от которого за июль ждут прироста на +0,3% в месяц после +0,4% месяцем ранее. Ожидается также выступление представителя ФРС Каплана. 

Сегодня в центре внимания отчётность Alibaba, Staples и Wal-Mart. По Alibaba (Nyse: BABA) ожидается увеличение прибыли в отчётном квартале на почти +26% в год — до 93 центов против 74 центов на одну бумагу в сопоставимом периоде предыдущего года. В настоящее время у компании капитализация $408,7 млрд и рентабельность выручки по прибыли около 28%, инвесторы ждут роста EPS на +33% в следующем году. Ценные бумаги компании завершили торги в районе $160, аналитики Stifel, SunTrust и JP Morgan ждут котировки в районе $175-190. 

От Wal-Mart (Nyse: WMT) ждут EPS без изменения по сравнению с тем же временем годом ранее, $1,07. У компании $246,3 млрд капитализации, 26% валовой рентабельности и ожидания отдачи от вложений в автоматизацию. В настоящее время бумаги в районе $81.

В разделе «Мнения» сайта Агентства экономической информации «ПРАЙМ» публикуются материалы, предоставленные аналитиками, трейдерами и экспертами российских и зарубежных компаний, банков, а также публикуются мнения собственных экспертов Агентства «ПРАЙМ». Мнения авторов по тому или иному вопросу, отраженные в публикуемых Агентством материалах , могут не совпадать с мнением редакции АЭИ «ПРАЙМ». Авторы и АЭИ «ПРАЙМ» не берут на себя ответственность за действия, предпринятые на основе данной информации. С появлением новых данных по рынку позиция авторов может меняться.

Представленные мнения выражены с учетом ситуации на момент выхода материала и носят исключительно ознакомительный характер; они не являются предложением или советом по совершению каких-либо действий и/или сделок, в том числе по покупке либо продаже ценных бумаг. По всем вопросам размещения информации в разделе «Мнения» Вы можете обращаться в редакцию агентства: combroker@1prime.ru.

Источник: 1prime.ru

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