Dow Jones fyucherslari AQShda o‘sayotgan daromadlar va AQSh-Iran kelishmovchiligi tufayli bozorlarni bezovta qilmoqda
Dow Jones fyucherslari 0.25% ga pasaydi va Yevropa savdo soatlarida taxminan 53 410 atrofida savdo qilmoqda. Shu bilan birga, S&P 500 fyucherslari 0.52% ga pasayib, taxminan 7 730 atrofida savdo qilmoqda, Nasdaq 100 fyucherslari esa 0.92% ga tushib, taxminan 29 820 atrofida savdo qilmoqda.
Amerika Qoʻshma Shtatlari fond fyucherslari pasaymoqda, chunki global obligatsiya rentabelliklari bir necha yillik maksimal darajaga ko‘tarilib, ulkan davlat xarajatlari va doimiy inflyatsiya bosimi haqidagi xavotirlarni kuchaytirmoqda. 10 yillik AQSh G‘aznachilik obligatsiyasi rentabelligi taxminan 4.75% ga yetib, 2025 yil yanvaridan beri eng yuqori darajaga yaqinlashdi, 30 yillik rentabellik esa 5.33% dan oshib, 2007 yildan beri eng yuqori nuqtasiga yetdi.
Uzoq muddatli rentabelliklar o'n yillik rekordlarni yangilamoqda, qarz yuklari kuchaymoqda
Rabobank tahlilchilari uzoq muddatli rentabelliklarning so‘nggi o‘sishini “aksariyat iqtisodiyotlar allaqachon haddan tashqari ko‘p davlat qarzini ko‘tarib turgan” paytda yuz berayotganiga urg‘u berishadi. Ular AQShning 30 yillik obligatsiya rentabelligi “5.31%, 2007 yil iyulidan beri eng yuqori”, Buyuk Britaniyaning 30 yillik Gilt rentabelligi esa “5.84%, 1998 yil mayidan beri eng yuqori” ekanini ta’kidlaydilar. Yevrozona uchun, Germaniyaning 30 yillik Bund rentabelligi “3.74%, 2007 yil avgustidan beri eng yuqori”, Yaponiyada esa 30 yillik JGBlar “4.12%, bu muddat kirtilgandan beri 1999 yildan beri eng yuqori va Covid vaqtida taxminan 0.65%” bo‘lgan. Bu harakatlar, fiskal pozitsiyalar allaqachon zo‘rma-zo‘r kelayotgan paytda, asosiy iqtisodiyotlarda uzoq muddatli qarz olish narxlarining bir vaqtda oshayotganini ko‘rsatadi.
Bozordagi xavotirlar Yaqin Sharqdagi keskinlik va neft narxlarining ko‘tarilishi bilan yanada oshdi, bu AQSh va Eron o‘rtasida yangi tinchlik kelishuvining istiqbollari so‘na boshlaganidan so‘ng yuzaga keldi. AQSh Prezidenti Donald Trump, muddati tugayotgan kelishuvni yangilashga qiziqmasligini aytdi, Eron portlaridagi davom etayotgan dengiz blokadasini vosita sifatida ko‘rsatdi va strategik suv yo‘lagi AQSh hududi sifatida to‘liq nazoratga olinishi taklifini yana bir bor ta’kidladi.
Shunga javoban, Eron Tashqi Ishlar Vazirligi vakili Esmail Baghaei kelishuv xavfsizlikdagi murakkabliklar va “muammoli elementlarning buzuvchi xatti-harakati” sababli hanuz noaniq ekanini, Washington avval blokadasini olib tashlashi zarurligini ta’kidladi.
Dushanba kuni odatiy savdo sessiyasida Dow Jones 0.51% ga, S&P 500 0.52% ga, Nasdaq Composite esa 0.32% ga pasayib ketdi. Investorlar endi Home Depot, Lowe’s va Walmart tomonidan haftaning oxirida e’lon qilinadigan chakana savdo hisobotlariga e’tibor qaratib, iste’molchilarning xarid salohiyatini baholashga harakat qilmoqda.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
AQSh fond bozori o'zgarishi | AQShning klinik bosqichdagi biofarmatsevtika kompaniyasi Retension Pharmaceuticals (RTSN.US) AQSh fond bozorida ro'yxatga olindi, ochilishdan keyin aksiyalari 10% dan ortiq pasaydi
Yozilish vaqtida, ushbu aksiya 10% dan ko‘proq pasaydi va 10.77 dollarni tashkil etdi.
Amerika fond bozori tebranishi | Trex Bio (TRXB.US) Amerika fond bozorida ro’yxatdan o’tdi va ochilishdan keyin 1.3% dan ko‘proqqa tushdi
Xabar berilgan vaqtda, bu aksiya 1.3% dan ko‘proq pasaydi va narxi 13.805 dollarni tashkil etdi.
BUZZ – Brokerlarning fikri: Analystlar Starbucks va Chipotle sotib olish rejasiga shubha bilan qaramoqda
Latest updates October 9 - Financial Times reported on Thursday that Starbucks (SBUX.O) has explored the potential acquisition of Chipotle (Chipotle CMG.N), which would allow CEO Brian Niccol to return to the Mexican burrito chain brand he once led. Starbucks declined to comment, stating the company remains “fully focused” on business restructuring. Chipotle shares fell about 4% to $31.32 on Friday, after rising 6.2% in the previous trading day. Limited strategic rationality BTIG expressed “high doubts,” stating the deal is “not reasonable” operationally and would cause serious dilution for Starbucks shareholders, disrupting management operations. “Over the years, we've heard many reports about multi-brand acquisitions…but few materialize, and even fewer succeed,” said BTIG. William Blair pointed out that Starbucks' $9.4 billions net debt as of June makes acquisition financing “unsustainable” and may push the merged leverage ratio up to about 6 times, which is considered high in the restaurant industry. D.A. Davidson stated that given significant differences between the brands and minimal apparent synergies, the probability of success for the deal is 20% or less. Raymond James noted that with low menu overlap, supply chain benefits may be limited, and performance of multi-brand restaurant platforms has been mixed. Suzy Davidkhanian of eMarketer said Niccol’s familiarity may reduce execution risks, but investors may still view this deal as a “costly distraction” during Starbucks' transformation. For convenience of non-English speakers, Reuters has automatically translated this report into several languages. Since automated translations may be inaccurate or lack necessary context, Reuters does not guarantee the accuracy of automated translation and provides it only for reader convenience. Reuters assumes no responsibility for any damage or loss caused by the use of the automated translation feature.
BUZZ - UBS Biogenning keyingi bosqich ilmiy-tadqiqot yo‘nalishi katalizatorlari sababli narx maqsadini oshirdi; aksiya narxi oshmoqda
9-oktabr — ** Biogen (BIIB.O) farmatsevtika kompaniyasi aksiyalari 2.4% ga ko‘tarilib, 223.71 dollarni tashkil etdi ** UBS narx maqsadini 240 dollardan 270 dollarga oshirdi va “sotib olish” reytingini saqladi ** Uchinchi kvartal daromadi 2.69 billions dollar, aksiyadagi daromad (EPS) esa 2.11 dollar bo‘lishi kutilmoqda, bu bozor konsensusidan biroz yuqori ** Alzheimer kasalligi uchun Leqembi dori mahsulotining uchinchi kvartaldagi savdosi 200 millions dollar atrofida bo‘lishi kutilmoqda, bu bozor konsensusiga mos va yaqinda ishga tushirilgan subkutan dori shakli 2027-yildan boshlab muhim o‘sish omili bo‘lishi mumkinligi bildirildi ** Biogen ning Syfovre oftalmologik dorisidan kutilayotgan natijalar Apellis ni sotib olganda (link) bo‘lganidan ko‘ra optimistik ekani va savdo strategiyasi optimallashtirilayotgani ta’kidlandi ** Yil oxirida lupus dori litifilimab bo‘yicha kechki klinik tadqiqotlar ma’lumotlari va 2027-yilning birinchi yarmida teri lupus bo‘yicha ma’lumotlar asosiy katalizator bo‘ladi ** Bundan tashqari, felzartamab dori bo‘yicha 2027-yilning birinchi yarmida keladigan kechki klinik ma’lumotlar o‘sish imkoniyatini yaratadi va Eli Lilly (LLY.N) kompaniyasining asimptomatik Alzheimer kasalligi bo‘yicha klinik sinovlari pozitiv ta’sir ko‘rsatishi mumkin ** Yil boshidan beri aksiyalar narxi 26.3% ga oshgan (Quyidagi ma’lumot avtomatik tarzda tarjima qilindi. Reuters avtomatik tarjima orqali yetkazilgan ma’lumotlarning aniqligi yoki konteksini kafolatlamaydi, avtomatik tarjima xizmati osonlik uchun taqdim etilgan. Avtomatik tarjima hasiliga ko‘ra yetkazilgan zarar yoki yo‘qotishlar uchun Reuters javobgarlikni olmaydi.)
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