2024/7/5 投資ネタ

UG
#ZIM upgraded to Buy from Sell at Fearnley at 27
#AMKBY upgraded to Buy from Sell at Fearnley

DG
#SAVE #ULCC downgraded to Underperform from Market Perform at Raymond James

個別株
#M Arkhouse Management and Brigade Capital raised their bid to buy Macy's to $6.9B, offering $24.80 per share, up from $24 in March.
#NFLX #DIS ask Canada court to stop proposed tax on streaming, WSJ says
#HTZ continues to face a challenging year, says Oppenheimer
-減価償却/車両買替が重石
-需要は強い

マクロ・債券
(米国)

(欧州)
GERMAN INDUSTRIAL PRODUCTION MOM ACTUAL -2.5% (FORECAST 0.1%, PREVIOUS -0.1%)
-製造業/エネルギー・建設/特に自動車・機械
FRENCH INDUSTRIAL PRODUCTION MOM ACTUAL -2.1% (FORECAST -0.5%, PREVIOUS 0.5%)
ITALIAN RETAIL SALES NSA YOY ACTUAL 0.4% (FORECAST -, PREVIOUS -1.90%)
EUROZONE RETAIL SALES YOY ACTUAL 0.3% (FORECAST 0.2%, PREVIOUS 0.0%)
(その他)
JAPANESE LEADING INDICATOR CHANGE ACTUAL 0.2 (FORECAST -, PREVIOUS -0.1)
UK HALIFAX HOUSE PRICES MOM ACTUAL -0.2% (FORECAST -, PREVIOUS -0.1%)
中国「国家隊」がＥＴＦ購入活発化、重要会議控え信頼感浮揚狙いか