Update 16:45 uur: Olie
Pompen maar, denken ze in de VS:
Update 15:00 uur: Yank van de dag
Oppassen dus...
Update 14:50 uur: Ralph Lauren
De CEO van Ralph Lauren vertrekt na geschil met de oprichter. De koers zakt weg in de handel voorbeurs:
Update 14:30 uur: Productivity
Mooie chart van Jeroen Blokland over de Amerikaanse productiviteit:
Update 14:30 uur: Jobless claims
De jobless claims zijn uit en lager dan verwacht:
Update 14:00 uur: ConocoPhilips
De KW4-cijfers van ConocoPhilips zijn minder slecht dan verwacht:
Update 12:45 uur: Merck & Co
Merck & Co presenteert de KW4-cijfers en die zijn ongeveer volgens verwachting:
Update 12:45 uur: Ferrari
Ferrari presenteert de KW4-cijfers en die zijn beter dan verwacht:
Update 11:40 uur: Shell
Quotes vanaf de conference call van de CEO, Ben van Beurden, uit Reuters:
Update 11:30 uur: WSJ
Zo staan de Amerikaanse collega's op vandaag:
Update 10:30 uur: BNR
Over een kleine 20 minuten is Arend Jan Kamp bij BNR. Hier kijkt u gezellig mee:
Update 09:40 uur: ISM inflatie
Een oproep van Johnny Bo:
Update 09:30 uur: Shell
CEO Ben van Beurden over de KW4-cijfers van Royal Dutch Shell:
Update 08:50 uur: Boskalis
Boskalis heeft een opdracht binnengehaald. Via DredgingToday.com
- Dutch dredging contractor Boskalis has just announced that they will process all bottom ash produced by Attero for a period of ten years.
- The contract was awarded to ACCN (Ash Cleaning Company Netherlands), a joint venture between Boskalis Environmental and Inashco.
Update 08:50 uur: Nokia
Nokia heeft ook KW4-cijfers:
Update 08:50 uur: Unicredit
Unicredit moet nieuw geld ophalen:
Update 08:50 uur: Deutsche Bank
Deutsche Bank presenteert de KW4-cijfers en Bloomberg heeft er een verhaaltje bij:
Update 08:00 uur: Shell
Goedemorgen, Royal Dutch Shell presenteert KW4-cijfers en hier zijn de highlights uit het persbericht:
- Royal Dutch Shell’s fourth quarter 2016 CCS earnings attributable to shareholders were $1.0 billion compared with $1.8 billion for the same quarter a year ago. Full year 2016 CCS earnings attributable to shareholders were $3.5 billion compared with $3.8 billion in 2015.
- Fourth quarter 2016 CCS earnings attributable to shareholders excluding identified items were $1.8 billion compared with $1.6 billion for the fourth quarter 2015, an increase of 14%. Earnings were impacted by charges of $0.5 billion related to deferred tax reassessments which were not included as identified items.
- Full year 2016 CCS earnings attributable to shareholders excluding identified items were $7.2 billion compared with $11.4 billion in 2015.
- Compared with the fourth quarter 2015, CCS earnings attributable to shareholders excluding identified items benefited from higher contributions from Upstream and Chemicals, partly offset by lower contributions from Refining & Trading. Operating expenses were lower, more than offsetting the impact of the consolidation of BG. Depreciation and net interest expense increased, mainly resulting from the BG acquisition. Earnings also reflected higher taxation.
- Fourth quarter 2016 basic CCS earnings per share excluding identified items decreased by 12% versus the fourth quarter 2015. Full year 2016 basic CCS earnings per share excluding identified items decreased by 49% versus 2015.
- Cash flow from operating activities for the fourth quarter 2016 was $9.2 billion, which included negative working capital movements of $0.6 billion, compared with $5.4 billion in the fourth quarter 2015, which included favourable working capital movements of $1.6 billion.
- Gearing at the end of 2016 was 28.0% (2015 14.0%). There was an increase of 9.7% on acquisition of BG.
- A fourth quarter 2016 dividend has been announced of $0.47 per ordinary share and $0.94 per American Depositary Share (“ADS”).
- Royal Dutch Shell is expected to announce a dividend of $0.47 per ordinary share and $0.94 per ADS in respect of the first quarter 2017.
Update 08:00 uur: ING
ING presenteert KW4-cijfers en hier zijn de highlights uit het persbericht:
- ING records robust commercial growth in 2016 while achieving a number one NPS score in 7 of 13 retail markets
- ING gained over 1.4 million new retail customers and grew primary relationships by 8.1% to 9.7 million
- Business growth was robust in 2016 with EUR 34.8 billion net core lending growth and EUR 28.5 billion net customer deposit inflow
- ING Bank full-year 2016 underlying net profit of EUR 4,976 million, up 17.9% from full-year 2015
- Strong full-year 2016 results reflect robust commercial growth at resilient margins and a continued decline in risk costs
- 4Q16 underlying result before tax was EUR 1,955 million as income grew in line with higher business volumes
- ING Group fully-loaded CET1 ratio strengthened to 14.2%; Board proposes full-year 2016 dividend of EUR 0.66 per share
- ING proposes to pay final cash dividend of EUR 0.42 per ordinary share, following August 2016 interim cash dividend of EUR 0.24
Is Ralph Hamers hier nu aan het vloggen?!
Update 08:00 uur: Adviezen
Goedemorgen, de analistenadviezen voor vandaag:
- ArcelorMittal: naar buy en naar 9,30 van 6,00 euro - Goldman Sachs
- Aperam: naar 51 van 46 euro - Goldman Sachs
- ING: naar 13,50 van 12,50 euro - KBC
- Unibail-Rodamco: naar 220 van 214 euro - Kepler Cheuvreux
- KPN: naar 3 van 3,4 euro - Kepler Cheuvreux
Update 08:00 uur: Shorts
Galapagos, Gemalto, Vopak en Wereldhave
Update 08:00 uur: Grafieken
De grafieken van Lukas: