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Catalyst watch for next week: Amazon, TotalEnergies and EV trucks in the spotlight

Catalyst watch for next week: Amazon, TotalEnergies and EV trucks in the spotlight

下周催化剂观察:亚马逊、TotalEnergy和电动卡车成为聚光灯下的焦点
Seeking Alpha ·  2021/09/24 15:00

Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.

欢迎来到Seeking Alpha‘s Catalyst Watch--下周一些引人注目的可操作事件的细分。查看周六上午的常规股票观察文章,查看本周计划发生的事件的完整清单,或将公布财报的公司的Seeking Alpha收益日历。

Saturday - September 25

星期六-9月25日

  • 12:00 p.m. Netflix (NASDAQ:NFLX) holds a global fan event to showcase 70 series, films and specials. Analysts are circling the event as a potential share price catalyst for next week as the content slate upside is discussed.

  • 下午12:00网飞公司(纳斯达克股票代码:NFLX)举办全球粉丝活动,展示70部电视剧、电影和特辑。随着内容板块上涨的讨论,分析师们正将这一活动视为下周潜在的股价催化剂。

Monday - September 27

9月27日(星期一)

  • Volatility watch - Options trading spiked higher this week on Spire Global (NYSE:SPIR), Marin Software (NASDAQ:MRIN) and WiMi Hologram Cloud (NASDAQ:WIMI), while Greenidge Generation Holdings (NASDAQ:GREE) and Lordstown Motors (NASDAQ:RIDE) still trade with a high level of short interest. Stocks generating more interest on Reddit's WallStreetBets include The Metals Company (NASDAQ:TMC) and SoFi Technologies (NASDAQ:SOFI) .

  • All week - Conferences in the week ahead include the Cantor Virtual Global Healthcare Conference, the BTIG Inaugural Cannabis Conference, the Bank of America Future Car Conference and The MedTech Conference.

  • All week - It will be another busy week of electric truck developments with Sequoia-backed Embark Trucks continuing with its autonomous demonstrations, self-driving tech company Aurora (NASDAQ:RTPY) set to host analysts in Dallas on September 28 and TuSimple (NASDAQ:TSP) demonstrating its next-gen vehicle in Tuscon, Arizona on September 30.

  • All day - Recode's Code Conference is one of the bigger tech conferences of the year. The list of notable speakers for this year's event includes Salesforce's (NYSE:CRM) Marc Benioff, WarnerMedia (NYSE:T) CEO Jason Kilar, Waymo (NASDAQ:GOOG) Co-CEO Tekedra Mawakana, Microsoft (NASDAQ:MSFT) CEO Satya Nadella, Netflix (NFLX) Chief Content Officer Ted Sarandos and AMD (NASDAQ:AMD) CEO Lisa Su. Tesla and SpaceX (SPACE) Chief (NASDAQ:TSLA) Elon Musk is also due to give a talk, although the timing is not known at the time of publication.

  • All day - TotalEnergies (NYSE:TTE) holds a two-day investor event with updates on the company's energy outlook and strategy plan anticipated. Analysts are noting the increased pressure on TTE to highlight the renewable business through a minority listing if the company to help atttract ESG investors and accelerate the re-rating of its +7% dividend yield. Last year, shares of TotalEnergies rallied on the day of the event after the energy giant updated on its capital spending plans and cost reduction efforts.

  • All day - The analyst quiet period ends on DoubleDown Interactive (NASDAQ:DDI) to free up analysts to post ratings.

  • 4:30 p.m. Micron Technology (NASDAQ:MU) holds its earnings conference call. Several analysts have cut price targets on MU into the report on concerns over DRAM pricing. Options trading implies a swing of 6% for shares following the release. Watch Silicon Motion (NASDAQ:SIMO) and American Superconductor (NASDAQ:AMSC) with both companies deriving more than 20% of revenue from Micron and moving in tandem with it on earnings day 75% of the time.

  • 波动率观察-本周Spire Global(纽约证券交易所股票代码:SPIR)、马林软件(纳斯达克:MRIN)和微美全息(纳斯达克:WIMI)的期权交易大幅上升,而格林尼治世代控股公司(纳斯达克:GREE)和洛德斯敦汽车公司(纳斯达克:RIDE)仍然在较高水平的空头股数上交易。对Reddit的WallStreetBets产生更大兴趣的股票包括金属公司(纳斯达克:TMC)和索菲科技(纳斯达克:SO菲)。

  • 整个星期-未来一周的会议包括Cantor虚拟全球医疗会议、BTIG首届大麻会议、美国银行未来汽车大会和MedTech大会。

  • 整个星期-这将是又一个繁忙的电动卡车开发周,红杉资本支持的上路卡车将继续进行自动驾驶演示,自动驾驶技术公司极光(纳斯达克:RTPY)将于9月28日在达拉斯接待分析师,途易(纳斯达克:TSP)将于9月30日在亚利桑那州图斯康市展示其下一代汽车。

  • 一整天-Recode的代码会议是今年规模较大的技术会议之一。今年活动的著名演讲者名单包括Salesforce(NYSE:CRM)马克·贝尼奥夫、WarnerMedia(NYSE:T)首席执行官Jason Kilar、Waymo(纳斯达克:GOOG)联席首席执行官Tekedra Mawakana、微软(纳斯达克:MSFT)首席执行官Satya Nadella、网飞(Netflix)首席内容官Ted Sarandos和AMD(纳斯达克:AMD)首席执行官Lisa Su。特斯拉和SpaceX(太空)首席执行官(纳斯达克代码:TSLA)埃隆·马斯克也将发表演讲,尽管发表时间尚不清楚。

  • 一整天-TotalEnergie(纽约证券交易所市场代码:TTE)举行了为期两天的投资者活动,预计将更新公司的能源前景和战略计划。分析师们注意到,TTE面临越来越大的压力,要求该公司通过少数股权上市来突出可再生业务,以帮助吸引ESG投资者,并加快其+7%股息收益率的重新评级。去年,在能源巨头TotalEnergy更新了资本支出计划和降低成本的努力后,该公司的股价在活动当天出现反弹。

  • 一整天-分析师的静默期在DoubleDown Interactive(纳斯达克:DDI)结束,让分析师有时间发布评级。

  • 下午4:30美光科技(纳斯达克:MU)召开财报电话会议。出于对DRAM定价的担忧,几位分析师已在报告中下调了MU的目标价格。期权交易意味着股票在发布后会有6%的波动。看看硅动科技(纳斯达克:SIMO)和美国超导(纳斯达克:AMSC),这两家公司都有超过20%的收入来自美光,75%的时间是在财报日同步进行。

Tuesday - September 28

周二-9月28日

  • All day - Facebook (NASDAQ:FB) holds it annual Gaming Developer Day. Bank of America thinks the event could be a share price catalyst with potential updates from the social media giant on gaming platform innovations and products anticipated. Last year, Facebook rose almost 5% in the three trading sessions following the same gaming developer event.

  • All day - OPEC posts its World Oil Outlook with data on upstream, downstream, supply, demand and projections. The release of the report has impacted crude oil prices (CL1:COM) in the past.

  • 8:30 a.m. O-I Glass (NYSE:OI) hosts its 2021 Virtual Investor Day. Execs plan to discuss the company's ongoing transformation, MAGMA and future targets and milestones.

  • 10:00 a.m. TransAlta Corporation (NYSE:TAC) holds a Virtual Investor Day to provide investors an in-depth review of the company's strategic plan and priorities, long-term growth and financial outlook.

  • 12:00 p.m. AdvanSix (NYSE:ASIX) conducts an Investor Day event to highlight the company's strategies to deliver strong and sustainable shareholder returns.

  • 10:00 a.m. Wave Life Sciences Ltd. (NASDAQ:WVE) holds a webcast to highlight its ADAR-mediated RNA editing capability, preclinical neurology portfolio and PRISMTM platform advancements.

  • 10:00 a.m. Hain Celestial Group (NASDAQ:HAIN) hosts an Investor Day event. Shares of Hain Celestial rallied more than 10% in the two sessions following its last investor day event.

  • 10:00 a.m. Dana Incorporated (NYSE:DAN) presents at its Capital Markets Day. The event is promised to provide further insight into Dana's perspective of how electrified mobility will evolve in the coming years, and how the company's innovation and global presence will help to drive outsized growth and financial returns for shareholders.

  • 11:00 a.m. Taboola (NASDAQ:TBLA) is in the spotlight with a Connexity-Focused Information Session to discuss its e-commerce strategy and financial expectations for the combined companies.

  • 12:00 p.m. Amazon (NASDAQ:AMZN) holds its highly-anticipated fall hardware event. The media invite teases announcements covering the tech giant's latest devices, features and services without doling many details. In prior years, shares of Amazon have moved higher during the product event after reveals on Echo speakers, Eero routers, Ring cameras and updates to Alexa's software (read a detailed preview).

  • 3:00 p.m. Pure Storage (NYSE:PSTG) conducts a hybrid Financial Analyst Day with presentations by the management team on the company's vision, strategy and financial outlook.

  • 4:05 p.m. Affirm Holdings (NASDAQ:AFRM) holds an investor forum in a first-of-its-kind event for the company since it went public.

  • 整天--脸书(纳斯达克:FB)举办一年一度的游戏开发者日。美国银行认为,这一活动可能会成为股价的催化剂,这家社交媒体巨头可能会更新游戏平台创新和预期的产品。去年,Facebook在同一个游戏开发商活动之后的三个交易日中上涨了近5%。

  • 整天-欧佩克发布了其世界石油展望,其中包括上游、下游、供应、需求和预测的数据。该报告的发布过去曾影响过原油价格(CL1:COM)。

  • 上午8:30。O-I Glass(纽约证券交易所代码:OI)举办其2021年虚拟投资者日。高管们计划讨论公司正在进行的转型、岩浆以及未来的目标和里程碑。

  • 上午10点TransAlta Corporation(纽约证券交易所代码:TAC)举办虚拟投资者日,为投资者提供对公司战略计划和优先事项、长期增长和财务前景的深入审查。

  • 下午12:00AdvanSix(纽约证券交易所股票代码:ASix)举办投资者日活动,以突出公司提供强劲和可持续的股东回报的战略。

  • 上午10点浪潮生命科学有限公司(纳斯达克代码:WVE)举行网络直播,重点介绍其ADAR介导的核糖核酸编辑能力、临床前神经学产品组合和PrismTM平台的进步。

  • 上午10点海恩天象集团(纳斯达克:海恩)举办投资者日活动。在上一次投资者日活动后,Hain Skestial的股价在两个交易日上涨了10%以上。

  • 上午10点戴纳公司(纽约证券交易所市场代码:DAN)出席其资本市场日活动。此次活动有望进一步洞察戴纳公司对电气化移动性在未来几年将如何发展的观点,以及该公司的创新和全球业务将如何帮助推动股东的超大增长和财务回报。

  • 上午11点塔博拉(纳斯达克股票代码:TBLA)在聚光灯下举办了一场以Connexity为重点的信息会议,讨论其电子商务战略和对合并后公司的财务预期。

  • 下午12:00亚马逊(纳斯达克:AMZN)举办备受期待的秋季硬件活动。媒体邀请调侃宣布这家科技巨头的最新设备、功能和服务,但没有透露太多细节。在前几年,亚马逊的股价在产品活动期间走高,此前亚马逊在Echo扬声器、Eero路由器、Ring摄像头和Alexa软件的更新(阅读详细的预览)上亮相。

  • 下午3:00Pure Storage(纽约证券交易所市场代码:PSTG)举办了一场混合型财务分析师日活动,由管理团队就公司的愿景、战略和财务前景发表演讲。

  • 下午4:05确认控股公司(纳斯达克代码:AFRM)举办了一个投资者论坛,这是该公司上市以来首次举办此类活动。

Wednesday - September 29

星期三-9月29日

  • All day - The FDA action date arrives on (NASDAQ:MIRM) Maralixabat for ALGS. Evercore ISI tips that an approval is likely due to the positive data generated by maralixibat. Any share price reaction could be tied to if the label has any dosing restrictions and the annual price set.

  • All day - Vaxart Inc. (NASDAQ:VXRT) is one of the notable companies scheduled to provide an update at ID Week 2021, which runs through October 3.

  • All day - Editas Medicine (NASDAQ:EDIT), REGENXBIO (NASDAQ:RGNX), Clearside Biomedical (NASDAQ:CLSD), Lineage Cell Therapeutics (NYSE:LCTX) are all scheduled to present data at the Retina Society Annual Scientific Meeting that runs over the next four days.

  • 一整天-FDA对ALGS的行动日期为(纳斯达克代码:MIRM)Maralixabat。Evercore ISI提示,由于maralixibat产生的积极数据,很可能会获得批准。任何股价反应都可能与该标签是否有任何剂量限制和年度价格设定有关。

  • 一整天-Vaxart Inc.(纳斯达克:VXRT)是计划在2021年ID Week上提供更新的知名公司之一,该周将持续到10月3日。

  • 一整天-Editas Medicine(纳斯达克:EDIT)、Regenxbio(纳斯达克:RGNX)、Clearside Biomedical(纳斯达克:CLSD)、Lineage Cell Treateutics(纽约证券交易所股票代码:LCTX)都计划在未来四天举行的视网膜协会年度科学会议上公布数据。

Thursday - September 30

星期四-9月30日

  • 8:30 a.m. Xylem (NYSE:XYL) holds its Investor Day event in a virtual format. Shares of Xylem fell about 1.7% the last time the company held an investor day.

  • 10:00 a.m. New York Federal Reserve Bank President John Williams gives the opening remarks at a webinar titled "Implications of Federal Reserve Actions in Response to the COVID-19 Pandemic." Fedspeak is being watched as close as ever for nuances about tapering timing.

  • 11:00 a.m. Intuit (NASDAQ:INTU) hosts its virtual annual Investor Day. Execs plan to discuss Intuit's strategy for fiscal year 2022.

  • 1:05 p.m. St. Louis Federal Reserve Bank President James Bullard speaks via Zoom at the Aspen Institute.

  • 上午8:30。XYLEM公司(纽约证券交易所市场代码:XYL)以虚拟形式举办投资者日活动。上一次举办投资者日时,Xylem的股价下跌了约1.7%。

  • 上午10点纽约联邦储备银行行长约翰·威廉姆斯在一个名为“美联储应对新冠肺炎疫情的影响”的网络研讨会上致开幕词。FedSpeech正一如既往地受到密切关注,以了解缩减量化宽松时机的细微差别。

  • 上午11点纳斯达克(INTU:INTU)举办一年一度的虚拟投资者日活动。高管们计划讨论Intuit 2022财年的战略。

  • 下午1:05圣路易斯联邦储备银行行长詹姆斯·布拉德在阿斯彭研究所通过Zoom发表讲话。

Friday - October 1

周五-10月1日

  • All day - The first day of the month will see Macau gross gaming revenue numbers reported in what could be another blow to casino stocks like Melco Resorts & Entertainment (NASDAQ:MLCO), Wynn Resorts (NASDAQ:WYNN) and Las Vegas Sands (NYSE:LVS) just ahead of Golden Week. Also, look for updates from Chinese automakers Nio (NYSE:NIO), Li Auto (NASDAQ:LI) and XPeng (NYSE:XPEV) on September deliveries, while Tesla (TSLA) is on watch to deliver its highly-anticipated quarterly deliveries report.

  • 8:30 a.m. - Keurig Dr Pepper (NASDAQ:KDP) hosts a virtual Investor Day to discuss the company's strategic outlook and growth expectations. Analysts see the potential for some share price movement with the company set to move past the three-year, post-merger forecast.

  • 一整天-本月第一天澳门将公布博彩总收入数据,这可能是对新濠天地(纳斯达克:MLCO)、永利度假村(纳斯达克:WYN)和拉斯维加斯金沙集团(NYSE:LVS)等博彩股的又一次打击。此外,还需关注中国汽车制造商蔚来(NYSE:蔚来)、理想汽车-W(纳斯达克:LI)和小鹏汽车-W(NYSE:XPEV)9月份交货量的最新情况,而特斯拉(特斯拉)也将发布备受期待的季度交货量报告。

  • 上午8:30。-Keurig Dr Pepper(纳斯达克代码:KDP)主持虚拟投资者日,讨论公司的战略前景和增长预期。分析师认为,随着该公司将超过合并后三年的预期,股价可能会出现一些波动。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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