Из 20 лидеров падения по итогам полугода в составе индекса S&P в среду росли 16

Из 20 лидеров падения по итогам полугода в составе индекса S&P в среду росли 16
—Михаил Крыловдиректор аналитического департамента «Golden Hills — КапиталЪ АМ» Фондовый рынок США в среду вырос под воздействием улучшения конъюнктуры для международных компаний, широко диверсифицированных по странам и/или отраслям и имеющим поэтому повышенную устойчивость.

Господдержка бизнеса, спрос на нефть, дивиденды, ремонт и iPhone увеличили индекс Dow Jones 30 до 22158,18 пункта (+0,18%), и S&P 500 — до 2498,37 пункта (+0,08% в день, +17,5% в год). Доходность 10-летних бондов США повысилась до 2,19%, золото упало к 2-недельным минимумам у $1321 за унцию, и индекс доллара на споте вырос до 92,4 пункта, перед отчётом по ИПЦ США. Экономика Америки растёт на +2,2% по сравнению с сопоставимыми месяцами предыдущего года с возможностью ускорения до 3% и выше, судя по SAAR квартального показателя, при отсутствии повышения ставок ФРС. Статистика об уменьшении запасов бензина в США на 8+ млн баррелей и перебои с добычей в США, с 26 августа по 1 сентября припавшей на 0,75 млн баррелей перед ростом неделей позже, подбросили цену эталонного сорта нефти Brent к $55,0 за баррель.

Дивиденды пользуются спросом. Котировки нефтяника Chevron (Nyse: CVX) увеличились на +1,5% до $114,2 под влиянием цен на топливное сырьё, прошедшая дивидендная доходность по этим бумагам приближается к +3,8%. Производитель машин и оборудования General Electric (Nyse: GE) возрос в цене на +2,4% до $25,1 на господдержке в виде переговоров с Малайзией, его прошедшая доходность по дивам стремится к +4,0%. Инноватор в области распознавания лица Microsoft вырос на +0,7% в среду до $75,2 при dividend yield около 2%. Бумаги Intel (Nasdaq: INTC), на продукцию которого приходится значительная часть себестоимости новых iPhone, накануне выросли на +0,7% до $36,3 от спроса на прошедшую дивидендную доходность 3%. Рост спроса на дивиденды хорош для рынка в целом. Например, у Microsoft 93%-ная корреляция на дневном графике с Apple (Nasdaq: AAPL) за последний год, поэтому ситуация с «яблоком» тоже выправится.

Рейтинги сильно влияют на рынок. Производитель обуви Nike (Nyse: NKE) вырос на +1,0% до $53,4 после подтверждения рейтинга «покупать» со стороны Deutsche Bank с целевым уровнем $61. Бумаги производителя компьютерной памяти Micron (Nasdaq: MU) подорожали на +0,9% до $34,6 после повышения рейтинга до «покупать» с «нейтрального» со стороны Goldman Sachs. Капитализация дилера автозапчастей O’Reilly Automotive (Nasdaq: ORLY) подскочила на +4,4% в день до $208 на акцию, так как по мере завершения ураганов и оценки их последствий участники рынка стали учитывать рейтинг «покупать» со стороны Bank of America, выпущенный в первой декаде сентября. Подобным же образом, ещё один дилер автозапчастей AutoZone (Nyse: AZO) повысился в цене на +3,2% до $569,3 после рейтинга «покупать» со стороны того же инвестиционно-кредитного учреждения с целью $625. Повышение рейтингов по таким крупным компаниям двигает вверх рынок в целом.

Продолжая тему, котировки ритейлера моды LB Brands (Nyse: LB) выросли на +2,8% до $40,5 после улучшения целевого уровня до $57 со стороны Bernstein. Цены на акции ритейлера электроники BestBuy (Nyse: BBY) возросли на +3,2% до $58,6 на ожиданиях дальнейшего улучшения повышающейся статистики продаж электроники в США от сбыта новых моделей iPhone. Рейтинги и iPhone могут быть катализаторами роста, но американский ритейл прекрасен сам по себе. По мере оживления после урагана Бумаги сети универмагов Target (Nyse: TGT) подскочили на +2,8% до $59,5 благодаря уменьшению издержек из-за плана увеличить временный, а не постоянный найм на праздничный сезон, сразу на 100 тысяч работников. Ритейлеры в США удивительно гибкие, и это создаёт дополнительную стоимость. 

Ритейлер моды Nordstrom (Nyse: JWN) поднялся в цене на +6,0% до $47,7 на разговорах о том, что его выкупят с биржи. Сделки M&A вообще становятся трендом при консолидации лакомых кусков рынков. Бумаги страховщика United Health (Nyse: UNH) увеличились на +0,4% до $98,3 из-за крупной сделки M&A у аналогичной компании Centene (Nyse: CNC). Котировки Twenty-First Century Fox (Nasdaq: FOXA) увеличились на +2,7% до $26,6 на ожидаемом снижении капиталовложений после временной приостановки регулятором процедуры покупки британского Sky.

Курс биткоина на момент написания снижался на бирже CoinBase до $3888. Рост бумаг, например, NVidia (Nasdaq: NVDA) временно ограничивался падением курса пока ещё главной криптовалюты после предупреждения о рисках монетного финансирования от регулятора Великобритании. Может, сегодня инвесторы шире взглянуть на майнинг и блокчейн. 

Перед новым телесезоном бумаги медиабренда CBS (Nyse: CBS) выросли на +2,9% до $60,5 на разговорах о том, что компания к 2020 году сможет перейти ближе к формату Netflix, отталкиваясь от службы потокового видео Access и ожидаемого расширения аудитории сети Showtime. 

Котировки авиакомпании American Airlines (Nyse: AAL) возросли на +1,5% до $47,0 после понижения до более консервативного прогноза по выручке на пассажира в связи с ураганом.

Были и дешевеющие акции, например, цена бумаг доставщика данных Equifax (Nyse: EFX) припала на 14% до $99 после кибератаки при 17-кратном превышении среднедневного объёма торгов. Тем не менее из 20 лидеров падения по итогам полугода в составе индекса S&P в предыдущий день росли 16 бумаг. Равномерно распределённый модельная подборка на лидеров падения показывала прирост на +1,2% по итогам дня. Из отдельных компаний, ритейлер аксессуаров модных брендов Fossil Group (Nasdaq: FOSL) вырос на +3,5% до $8,3, производитель игрушек Mattel (Nasdaq: MAT) увеличился в цене на +2,6% до $16,1, медиабренд Viacom (Nasdaq: VIAB) вырос на +3,0% до $27,9, дилер автозапчастей Advanced Auto Parts (Nyse: AAP) повысился на +2,9% до $100,1, нефтяник Anadarko Petroleum (Nyse: APC) увеличился в цене на +3,3% до $43,1.

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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130 комментариев

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