Market Update

Movers: D R Horton, Hanesbrands, Meta, Roblox, SeaWorld, Walt Disney

Scott Peters
09 Nov, 2022
New York City

D R Horton Inc increased 2.6% to $75.19 after the homebuilder reported mixed quarterly results but backlog and unit home prices remained elevated. 

In the fiscal fourth quarter ending in September, consolidated revenues increased 19% to $9.6 billion from $8.1 billion a year ago. 

Net income in the quarter rose 22% to $1.6 billion from $1.3 billion and diluted earnings per share increased to $4.67 from $3.70 a year ago. 

In the quarter, the company repurchased 3.6 million shares of common stock for $251.7 million. 

The company's cancellation rate for fiscal 2022 was 21% compared to 17% a year ago and sales order backlog of homes under contract at the end of the quarter dropped 25% to  19,614 homes and 16% in value to $8.0 billion from 26,221 homes and $9.5 billion a year ago.  

Hanesbrands Inc declined 8.6% to $6.48 after the company reported lower-than-expected results. 

Net sales in the quarter declined 6.6% to $1.67 billion from $1.79 billion a year ago. 

Net income plunged to $80.1 million from $151.8 million and diluted earnings per share dropped to 23 cents from 43 cents a year ago. 

The company did not repurchase any shares in the third quarter  and has approximately $575 million remaining under its current repurchase authorization. 

The company's board declared a quarterly dividend of 15 cents a share to shareholders on record on November 22 and paid on December 13, 2022. 

The company estimated fourth quarter revenue between $1.40 billion and $1.45 billion, including $68 million of foreign exchange losses, representing a 19%revenue decline from a year ago. 

Meta Platforms jumped 6.8% to $102.94 after the company said it plans to layoff more than 11,000 workers.

Meta employs about 87.000 around the world and CEO Mark Zuckerberg said in a letter to employees his growth expectations were too high and the company needs to recalibrate its costs.

"I

European Markets Trade Sideways In Cautious Trading, Energy Prices Ease

Bridgette Randall
09 Nov, 2022
Frankfurt

European markets lacked direction and bond yields in the region stayed elevated. 

On the economic front, Romania and Slovakia trade deficits widened after imports rose at a faster pace than exports on higher energy costs. 

Romania's trade deficit in September rose to

Republicans Expected Red Wave Failed to Swell, Stocks Drop

Barry Adams
09 Nov, 2022
New York City

Stocks on Wall Street fell after midterm elections results showed tight races for the U.S. Senate and the U.S. House. 

The expected Republican wave failed to materialize and dashed the hopes of a strong Republican majority in the House and significant gains in the Senate. 

With several key races still not declared, Republicans are expected to have less than a five-member majority in the House and may not win a majority control of the Senate. 

Historically, the party in charge of the House and the Senate suffers losses in midterm elections. However, Democratic Party voters appear to be more engaged and showed higher-than-usual election participation. 

Several extreme right candidates promoted by the former president Donald J Trump failed to win, jeopardizing Trump's platform and possible run for the 2024 presidential race.  

The S&P 500 index declined 0.9% to 3,794.09 and the Nasdaq Composite index dropped 1.1% to 10,498.02. 

Crude oil fell $1.55 to $87.30 a barrel and natural gas fell 33 cents to $5.77 a thermal unit. 

Bond market took election results in stride and traded sideways and shifted focus to the upcoming inflation data on Thursday. 

The yield on 2-year Treasury notes declined to 4.66%, 10-year notes eased to 4.48% and 30-year bonds declined to 4.26%. 

Meta Platforms jumped 6.8% to $102.94 after the company said it plans to layoff more than 11,000 workers. 

Meta employs about 87.000 around the world and CEO Mark Zuckerberg said in a letter to employees his growth expectations were too high and the company needs to recalibrate its costs.

Walt Disney Company dropped 11.2% to $88.70 after the company missed its earnings expectations for its fiscal fourth quarter. 

Roblox Corp dropped 13.04% to $34.01 after the video game developer reported a larger-than-expected third quarter loss of 50 cents a share and net bookings of $702 million were ahead of expectations. 

    

Stocks Advance Ahead of Midterm Election Results, Energy Prices Ease

Barry Adams
08 Nov, 2022
New York City

Major averages closed higher and bond yields stable but the U.S. dollar eased.  

Investors bid up stocks in choppy trading on the hopes that the midterm elections may swing power balance to Republicans and the divided government may slow federal government spending. 

The S&P 500 index inched up 0.6% to 3,828.11 and the Nasdaq Composite index increased 0.5% to 10,616.20. 

Crude oil prices dropped more than 3% and natural gas futures plunged 10% on the worries that additional lockdowns in China may dampen demand. 

Crude oil edged down $2.28 to $88.81 a barrel and natural gas declined 75 cents to $6.119 a thermal unit.

U.S. Treasury bonds edged lower ahead of the inflation data scheduled to be released on Thursday. 

Investors are anticipating the consumer price inflation index to rise at least 0.7% on a monthly basis in October and jump 8.1% from a year ago. 

The inflation is rapidly spreading in the services sector of the economy and prices are still rising at a rapid pace. 

The yield on 2-year Treasury notes inched lower to 4.65%, 10-year Treasury notes edged down to 4.12% and 30-year Treasury bonds fell to 4.27%. 

U.S. Stock Movers 

Kohl's Corporation jumped 7.6% to $28.89 after the struggling retailer said third quarter sales declined 2% on 6.9% fall in comparable store sales. 

The retailer said CEO Michelle Gass is leaving the company from Dec 2 and the board member Tom Kingsbury will serve as interim CEO.  

Lyft Inc plunged 20% after the ride-sharing company reported weaker-than-expected revenue. 

Third quarter revenue increased 22% to $1.05 billion but net loss widened to $422.2 million from $99.7 million a year ago and active rider growth fell to the slowest pace in seven quarters to 7.2% to 20.3 million. 

Norwegian Cruise Line Holdings rose 3.6% to $17.28 after the company reported smaller-than-expected loss in its latest quarter. 

The cruise company said third quarter revenue increased to $1.6 billion from $1.5 billion from a year ago. 

In the quarter, net loss shrank to $295.4 million from $856.8 million and diluted loss per share fell to 70 cents from $2.29 a year ago. 

The company said 2023 revenues are likely to match 2019 levels but at "significantly higher pricing."

Take Two Interactive declined 13.6% to $93.57 after the company lowered its annual outlook for online bookings and estimated a loss. 

The online interactive game developer said revenue in the September quarter rose 62% to $1.39 billion from $858 million a year ago. 

The company swung to a net loss of $257 million from $10.2 million and diluted earnings per share were a loss of $1.54 from 9 cents a year ago. 

The company said net bookings in the December quarter are estimated between $1.41 billion and $1.46 billion, lower than $1.5 billion in the September quarter. 

The interactive video game company lowered its net bookings for the year in the range of $5.4 billion and $5.5 billion citing foreign exchange headwinds and macroeconomic uncertainties. 

The company also estimated net loss for the year ending in March 2023 in the range between $674 million and $631 million reflecting diluted loss per share $4.22 or $3.95.   

Tesla Inc fell 3.0% to $191.28 after the company said it is voluntarily recalling Model S and X produced between 2017 and 2021 to fix the sudden loss of assisted power steering. 

Tesla disclosed the filings with the National Highway Traffic Safety Administration released Tuesday. 

The recall is estimated to cover 40,168 vehicles. 

Tripadvisor Inc plunged 17.3% to $19.31 after the company reported weaker-than-anticipated quarterly results. 

Third quarter revenue increased 51% to $459 million from $303 million from a year ago. The quarterly revenue reached 107% of 2019 levels. 

Net income rose to $25 million from $1 million and diluted earnings per share increased to  17 cents from 1 cent a year ago. 

The company cited a strong demand trend to continue in the fourth quarter and estimated revenue to increase in the low-single digit from 2019 levels. 

 

European Markets Close Up In Cautious Trading 

Stocks lacked direction in European trading after energy prices inched lower and currencies were under pressure.

Eurozone retail sales rose 0.4% on a monthly basis in September, according to the latest data from Eurostat.

The DAX index increased 0.6% to 13,612.68, the CAC-40 index traded higher 0.01% to 6,417.46 and the FTSE 100 index edged down 0.04% to 7,297.68.

The euro traded up to $1.001 but the British pound declined 0.3% to $1.147.

The yield on 10-year German Bunds declined to 2.29%, French bonds edged down to 2.80%, British bonds dropped to 3.58% and Italian bonds fell to 4.39%.

Brent crude oil declined 37 cents to $97.31 a barrel and TTF natural gas rose 5% to 116.32 euros a MWh.

 

Europe Movers

Associated British Foods rose 2.8% to 1,468.74 pence after the Primark owner said annual profit increased 45% to

Movers: Kohl's Norwegian Cruise, Take Two Interactive, Tesla, Tripadvisor

Scott Peters
08 Nov, 2022
New York City

Kohl's Corporation jumped 7.6% to $28.89 after the struggling retailer said third quarter sales declined 2% on 6.9% fall in comparable store sales. 

The retailer said CEO Michelle Gass is leaving the company from Dec 2 and the board member Tom Kingsbury will serve as interim CEO.  

Lyft Inc plunged 20% after the ride-sharing company reported weaker-than-expected revenue. 

Third quarter revenue increased 22% to $1.05 billion but net loss widened to $422.2 million from $99.7 million a year ago and active rider growth fell to the slowest pace in seven quarters to 7.2% to 20.3 million. 

Norwegian Cruise Line Holdings rose 3.6% to $17.28 after the company reported smaller-than-expected loss in its latest quarter. 

The cruise company said third quarter revenue increased to $1.6 billion from $1.5 billion from a year ago. 

In the quarter, net loss shrank to $295.4 million from $856.8 million and diluted loss per share fell to 70 cents from $2.29 a year ago. 

The company said 2023 revenues are likely to match 2019 levels but at "significantly higher pricing."

Take Two Interactive declined 13.6% to $93.57 after the company lowered its annual outlook for online bookings and estimated a loss. 

The online interactive game developer said revenue in the September quarter rose 62% to $1.39 billion from $858 million a year ago. 

The company swung to a net loss of $257 million from $10.2 million and diluted earnings per share were a loss of $1.54 from 9 cents a year ago. 

The company said net bookings in the December quarter are estimated between $1.41 billion and $1.46 billion, lower than $1.5 billion in the September quarter. 

The interactive video game company lowered its net bookings for the year in the range of $5.4 billion and $5.5 billion citing foreign exchange headwinds and macroeconomic uncertainties. 

The company also estimated net loss for the year ending in March 2023 in the range between $674 million and $631 million reflecting diluted loss per share $4.22 or $3.95.   

Tesla Inc fell 3.0% to $191.28 after the company said it is voluntarily recalling Model S and X produced between 2017 and 2021 to fix the sudden loss of assisted power steering. 

Tesla disclosed the filings with the National Highway Traffic Safety Administration released Tuesday. 

The recall is estimated to cover 40,168 vehicles. 

Tripadvisor Inc plunged 17.3% to $19.31 after the company reported weaker-than-anticipated quarterly results. 

Third quarter revenue increased 51% to $459 million from $303 million from a year ago. The quarterly revenue reached 107% of 2019 levels. 

Net income rose to $25 million from $1 million and diluted earnings per share increased to  17 cents from 1 cent a year ago. 

The company cited a strong demand trend to continue in the fourth quarter and estimated revenue to increase in the low-single digit from 2019 levels. 

Europe Movers: Associated British Foods, Carrefour, Deutsche Post, LVMH, Munich Re, Renault, Schaeffler

Bridgette Randall
08 Nov, 2022
Frankfurt

Associated British Foods rose 2.8% to 1,468.74 pence after the Primark owner said annual profit increased 45% to

European Markets React to Domestic Earnings

Bridgette Randall
08 Nov, 2022
Frankfurt

Stocks lacked direction in European trading after energy prices inched lower and currencies were under pressure.

Eurozone retail sales rose 0.4% on a monthly basis in September, according to the latest data from Eurostat.

The DAX index increased 0.6% to 13,612.68, the CAC-40 index traded higher 0.01% to 6,417.46 and the FTSE 100 index edged down 0.04% to 7,297.68.

The euro traded up to $1.001 but the British pound declined 0.3% to $1.147.

The yield on 10-year German Bunds declined to 2.29%, French bonds edged down to 2.80%, British bonds dropped to 3.58% and Italian bonds fell to 4.39%.

Brent crude oil declined 37 cents to $97.31 a barrel and TTF natural gas rose 5% to 116.32 euros a MWh. 

 

Europe Movers 

Associated British Foods rose 2.8% to 1,468.74 pence after the Primark owner said annual profit increased 45% to