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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

下週催化劑觀察:亞馬遜、TotalEnergy和電動卡車成為聚光燈下的焦點
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.

歡迎來到Seeking Alpha‘s Catalyst Watch--下週一些引人注目的可操作事件的細分。查看週六上午的常規股票觀察文章,查看本週計劃發生的事件的完整清單,或將公佈財報的公司的Seeking Alpha收益日曆。

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網飛公司(納斯達克股票代碼:NFLX)舉辦全球粉絲活動,展示70部電視劇、電影和特輯。隨着內容板塊上漲的討論,分析師們正將這一活動視為下週潛在的股價催化劑。

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.

  • 波動率觀察-本週Spire Global(紐約證券交易所股票代碼:SPIR)、馬林軟件(納斯達克:MRIN)和微美全息(納斯達克:WIMI)的期權交易大幅上升,而格林尼治世代控股公司(納斯達克:GREE)和洛德斯敦汽車公司(納斯達克:RIDE)仍然在較高水平的空頭股數上交易。對Reddit的WallStreetBets產生更大興趣的股票包括金屬公司(納斯達克:TMC)和索菲科技(納斯達克:SO菲)。

  • 整個星期-未來一週的會議包括Cantor虛擬全球醫療會議、BTIG首屆大麻會議、美國銀行未來汽車大會和MedTech大會。

  • 整個星期-這將是又一個繁忙的電動卡車開發周,紅杉資本支持的上路卡車將繼續進行自動駕駛演示,自動駕駛技術公司極光(納斯達克:RTPY)將於9月28日在達拉斯接待分析師,途易(納斯達克:TSP)將於9月30日在亞利桑那州圖斯康市展示其下一代汽車。

  • 一整天-Recode的代碼會議是今年規模較大的技術會議之一。今年活動的著名演講者名單包括Salesforce(NYSE:CRM)馬克·貝尼奧夫、WarnerMedia(NYSE:T)首席執行官Jason Kilar、Waymo(納斯達克:GOOG)聯席首席執行官Tekedra Mawakana、微軟(納斯達克:MSFT)首席執行官Satya Nadella、網飛(Netflix)首席內容官Ted Sarandos和AMD(納斯達克:AMD)首席執行官Lisa Su。特斯拉和SpaceX(太空)首席執行官(納斯達克代碼:TSLA)埃隆·馬斯克也將發表演講,儘管發表時間尚不清楚。

  • 一整天-TotalEnergie(紐約證券交易所市場代碼:TTE)舉行了為期兩天的投資者活動,預計將更新公司的能源前景和戰略計劃。分析師們注意到,TTE面臨越來越大的壓力,要求該公司通過少數股權上市來突出可再生業務,以幫助吸引ESG投資者,並加快其+7%股息收益率的重新評級。去年,在能源巨頭TotalEnergy更新了資本支出計劃和降低成本的努力後,該公司的股價在活動當天出現反彈。

  • 一整天-分析師的靜默期在DoubleDown Interactive(納斯達克:DDI)結束,讓分析師有時間發佈評級。

  • 下午4:30美光科技(納斯達克:MU)召開財報電話會議。出於對DRAM定價的擔憂,幾位分析師已在報告中下調了MU的目標價格。期權交易意味着股票在發佈後會有6%的波動。看看硅動科技(納斯達克:SIMO)和美國超導(納斯達克:AMSC),這兩家公司都有超過20%的收入來自美光,75%的時間是在財報日同步進行。

Tuesday - September 28

週二-9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--臉書(納斯達克:FB)舉辦一年一度的遊戲開發者日。美國銀行認為,這一活動可能會成為股價的催化劑,這家社交媒體巨頭可能會更新遊戲平臺創新和預期的產品。去年,Facebook在同一個遊戲開發商活動之後的三個交易日中上漲了近5%。

  • 整天-歐佩克發佈了其世界石油展望,其中包括上游、下游、供應、需求和預測的數據。該報告的發佈過去曾影響過原油價格(CL1:COM)。

  • 上午8:30。O-I Glass(紐約證券交易所代碼:OI)舉辦其2021年虛擬投資者日。高管們計劃討論公司正在進行的轉型、巖漿以及未來的目標和里程碑。

  • 上午10點TransAlta Corporation(紐約證券交易所代碼:TAC)舉辦虛擬投資者日,為投資者提供對公司戰略計劃和優先事項、長期增長和財務前景的深入審查。

  • 下午12:00AdvanSix(紐約證券交易所股票代碼:ASix)舉辦投資者日活動,以突出公司提供強勁和可持續的股東回報的戰略。

  • 上午10點浪潮生命科學有限公司(納斯達克代碼:WVE)舉行網絡直播,重點介紹其ADAR介導的核糖核酸編輯能力、臨牀前神經學產品組合和PrismTM平臺的進步。

  • 上午10點海恩天象集團(納斯達克:海恩)舉辦投資者日活動。在上一次投資者日活動後,Hain Skestial的股價在兩個交易日上漲了10%以上。

  • 上午10點戴納公司(紐約證券交易所市場代碼:DAN)出席其資本市場日活動。此次活動有望進一步洞察戴納公司對電氣化移動性在未來幾年將如何發展的觀點,以及該公司的創新和全球業務將如何幫助推動股東的超大增長和財務回報。

  • 上午11點塔博拉(納斯達克股票代碼:TBLA)在聚光燈下舉辦了一場以Connexity為重點的信息會議,討論其電子商務戰略和對合並後公司的財務預期。

  • 下午12:00亞馬遜(納斯達克:AMZN)舉辦備受期待的秋季硬件活動。媒體邀請調侃宣佈這家科技巨頭的最新設備、功能和服務,但沒有透露太多細節。在前幾年,亞馬遜的股價在產品活動期間走高,此前亞馬遜在Echo揚聲器、Eero路由器、Ring攝像頭和Alexa軟件的更新(閲讀詳細的預覽)上亮相。

  • 下午3:00Pure Storage(紐約證券交易所市場代碼:PSTG)舉辦了一場混合型財務分析師日活動,由管理團隊就公司的願景、戰略和財務前景發表演講。

  • 下午4:05確認控股公司(納斯達克代碼:AFRM)舉辦了一個投資者論壇,這是該公司上市以來首次舉辦此類活動。

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對ALGS的行動日期為(納斯達克代碼:MIRM)Maralixabat。Evercore ISI提示,由於maralixibat產生的積極數據,很可能會獲得批准。任何股價反應都可能與該標籤是否有任何劑量限制和年度價格設定有關。

  • 一整天-Vaxart Inc.(納斯達克:VXRT)是計劃在2021年ID Week上提供更新的知名公司之一,該周將持續到10月3日。

  • 一整天-Editas Medicine(納斯達克:EDIT)、Regenxbio(納斯達克:RGNX)、Clearside Biomedical(納斯達克:CLSD)、Lineage Cell Treateutics(紐約證券交易所股票代碼:LCTX)都計劃在未來四天舉行的視網膜協會年度科學會議上公佈數據。

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(紐約證券交易所市場代碼:XYL)以虛擬形式舉辦投資者日活動。上一次舉辦投資者日時,Xylem的股價下跌了約1.7%。

  • 上午10點紐約聯邦儲備銀行行長約翰·威廉姆斯在一個名為“美聯儲應對新冠肺炎疫情的影響”的網絡研討會上致開幕詞。FedSpeech正一如既往地受到密切關注,以瞭解縮減量化寬鬆時機的細微差別。

  • 上午11點納斯達克(INTU:INTU)舉辦一年一度的虛擬投資者日活動。高管們計劃討論Intuit 2022財年的戰略。

  • 下午1:05聖路易斯聯邦儲備銀行行長詹姆斯·布拉德在阿斯彭研究所通過Zoom發表講話。

Friday - October 1

週五-10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-本月第一天澳門將公佈博彩總收入數據,這可能是對新濠天地(納斯達克:MLCO)、永利度假村(納斯達克:WYN)和拉斯維加斯金沙集團(NYSE:LVS)等博彩股的又一次打擊。此外,還需關注中國汽車製造商蔚來(NYSE:蔚來)、理想汽車-W(納斯達克:LI)和小鵬汽車-W(NYSE:XPEV)9月份交貨量的最新情況,而特斯拉(特斯拉)也將發佈備受期待的季度交貨量報告。

  • 上午8:30。-Keurig Dr Pepper(納斯達克代碼:KDP)主持虛擬投資者日,討論公司的戰略前景和增長預期。分析師認為,隨着該公司將超過合併後三年的預期,股價可能會出現一些波動。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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