Onu Anda

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Onu Anda

Onu Anda

@ACFER20

Sales & Strategy at ACF Equity Research, Capital Markets, Research and Finance

London, England Katılım Haziran 2015
989 Takip Edilen430 Takipçiler
Onu Anda
Onu Anda@ACFER20·
Confidence cracks in Europe: EA sentiment drops to -16.3 (vs -14.4 est), lowest since Oct 2023, as Middle East tensions and higher energy prices fuel inflation fears. EU confidence -15.2, both below long-term averages. $MSFT +2.77% on Amazon Leo reseller deal. ACFview
ACF Equity Research@ACFER01

ACFMarketWrap: Ceasefire hopes spark a relief rally - US equities surged ~2.5% as Trump announced a 5-day pause on strikes targeting Iranian energy infrastructure, easing stagflation fears despite Tehran denying talks. Lower yields lifted risk with tech rebounding as $TSLA +3% and $NVDA, $AMZN, $AAPL +2%+, while banks, insurers and asset managers gained on easing private credit stress. In the UK, the $FTSE ended flat after reversing early losses as oil dropped >5%, with $HSBA.L, $BARC.L and $NWG.L +1.9–3%, while $RR.L +2% and $RIO +1% advanced. Energy lagged with $BP and $SHEL.L -3%+, while $AZN.L -1% and $BATS.L, $BA.L fell. Euro Area consumer confidence fell to -16.3 (vs -14.4 est), lowest since Oct 2023. The “Magnificent Seven” were higher: $GOOG flat, $NVDA +1.53%, $META +1.53%, $AMZN +2.77%, $TSLA +2.83%, $AAPL +1.37%, $MSFT +0.27%. $IXIC +1.06%, $WTI ~$90.93/bbl. Next up: JP CPI, Germany PMIs and UK Services PMI. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

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ACF Equity Research
ACF Equity Research@ACFER01·
ACFMorningMeeting - Trump Trade - POTUS seemingly continues to undermine the global economy in a credulous Iranian campaign, which will just have to be done again later, but with a plan. $SMCI unsurprisingly -33%. $PLTR -3%. $AVGO -3% $NVDA -3% - All racking up pre-market losses. Opens - Europe -ve following Asia, which suffered swinging losses, Kospi -6.7%< $HSI -3.6%, $N225 Nikkei -3.5%. $PTL $STOXX $FTSE $FTAI $FTMC all -ve. USA ftrs -ve $DJI $IXIC $GSPC approx -1%. Stock Watch - $MSCI scandal, stock down 33% on Friday and staring at >-7% in pre market. $ANNA +86% (Nat Gas developer incs reserves). $VST -12% ( issues = divs, legacy fossil, hope is transition to solar and nuclear), $AVAV -6.5%, $SEDG (Solar - analyst upgrades) +13%, -3% in pre market. Commods - $WTI back above $100 bbl on Gulf 'upgraded posturing'. Everything else down, GOLD Ftrs head toward sub $4000 @$4144 t/oz. COPPER USD 525 lb on overall global economic demand concerns. Softs hold broadly, COCOA $3255 MT gives up 2.3% (though it is a super volatile commodity so 2-3% change can be seen as a rounding error)! Data Focus - European Area consumer confidence. Australia manufacturing and services flash PMI and Spanish BoT. ACFView. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta
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Share_Talk ™
Share_Talk ™@Share_Talk·
London stocks are expected to open sharply lower on Monday after fresh tensions between the US and Iran rattled global markets and pushed oil prices higher. Futures data suggest the FTSE 100 will open c117 points lower, down 1.2% at 9,801.53, following a 1.4% decline on Friday. The sell-off comes after Donald Trump issued a 48-hour ultimatum demanding Iran reopen the Strait of Hormuz, warning that US forces would “obliterate” Iranian power plants if it failed to comply. 🔗 Read the full update here: share-talk.com/ftse-100-set-t…
Share_Talk ™@Share_Talk

Donald Trump has warned he will destroy Iran’s energy infrastructure unless the Strait of Hormuz is reopened within 48 hours. In a late-night post, the US president said Iranian power plants could be “obliterated” if Tehran fails to comply—just a day after suggesting he was considering winding down the conflict. 🔗 Read the full update here: share-talk.com/iran-says-stra…

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Onu Anda
Onu Anda@ACFER20·
Silver shock: ▼10% to ~$65/toz.- lowest since Dec, as hawkish Fed, ECB, BoJ and BoE rattle markets on Iran war volatility. Rate cuts pushed to 2027 with hikes priced in, crushing metals. $MSFT -2.72% on deeper US regulatory probe. ACFview
ACF Equity Research@ACFER01

ACFMarketWrap: Stagflation fears take over - US equities hit 4-month lows as surging energy prices and hot inflation data rattled markets, with $SPX -0.8%, $IXIC -1% and the $DJI -200pts. Oil and gas spiked after Iranian strikes on Qatari and Saudi infrastructure, amplifying inflation risks already building from strong PPI, pushing some FOMC members to signal no rate cuts this year despite softer labour data. AI-linked names led losses as $MU ▼7% on higher capex plans despite strong earnings, dragging $NVDA and $AVGO ▼ >2%. US housing cracked with new home sales -17.6% to 587k, the weakest since 2022 despite lower mortgage rates. In Europe, equities tumbled as energy costs surged and central banks turned hawkish, with banks $UCG.MI, $INGA.AS, $SAN.MC and $ISP.MI all -4%+, while $SU.PA and $AIR.PA -4.5%, and tech lagged with $PRX.AS -5% and $IFX.DE -7%. The BoE held at 3.75% but warned of second-round inflation risks. The “Magnificent Seven” were mostly lower: $GOOG -0.87%, $NVDA -1.18%, $META -1.5%, $AMZN -1.14%, $TSLA -2.73%, $AAPL -0.15%, $MSFT -0.57%. $FTSE -2.58%, $WTI ~$97.88/bbl, Silver ▼ >10% toward $65/toz. Next up: EA trade balance. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

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Onu Anda
Onu Anda@ACFER20·
Energy shock hits distillates: heating oil tops $4.26/gal, highest since Jun 2022, after US-Israel strikes on Iran’s S. Pars field + a sharp inventory draw. Hormuz closure + export caps from CN and S. Korea tighten supply. $MSFT -1.42% as tensions with $OPENAI escalate. ACFview
ACF Equity Research@ACFER01

ACFMarketWrap: Inflation shock meets oil spike: US equities slipped as hotter-than-expected PPI added to fears that surging Gulf energy prices could tip the economy into stagflation. $SPX and $NDX -0.4% while the $DJI -0.8% as both headline and core producer inflation beat forecasts, reinforcing expectations the Fed will hold rates while updating projections today. Rising Treasury yields pressured credit-sensitive sectors with $AMZN, $MSFT, $META and $ORCL down >0.5%, while defensives lagged as $PG -1.5%. $MU bucked the trend, up ~1% ahead of earnings. In Europe, energy costs dragged equities lower with $SX5E -0.5% and $STOXX -0.7%. Tech led declines as $SAP -2.5% and $PRX.AS -7.4%, while utilities slid with $ENEL.MI -3% amid another surge in natural gas. Banks were mixed as markets watched $UCG.MI’s $40B bid for $CBK.DE. In London, the $FTSE -0.94% with utilities $SVT.L, $UU.L and $NG.L ▼>2%, while $ULVR.L -3.5% on plans to spin off its food unit and $KO and $BTI -3%. The “Magnificent Seven” were mostly lower: $GOOG -0.58%, $NVDA +0.31%, $META -0.6%, $AMZN -2.04%, $TSLA -0.45%, $AAPL -1.29%, $MSFT -1.42%. $IXIC -0.78%. $WTI ~$98.3/bbl even as US crude inventories ▲ +6.16m to 449.3m barrels, the 4th weekly build. US heating oil futures ▲~ $4.26 per gallon - highest level since June 2022. Next up: Fed rate decision. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

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Share_Talk ™
Share_Talk ™@Share_Talk·
London shares fell sharply at the open as a renewed surge in oil and gas prices triggered a broader risk-off move across global markets. The FTSE 100 dropped 1.1% to 10,195.20, while the FTSE 250 declined 1.2% to 21,826.69, reflecting growing investor caution. The sell-off follows a spike in energy prices driven by escalating attacks on infrastructure in the Middle East. Oil has surged above $110 a barrel, while disruption to key gas facilities has intensified fears over supply shortages and pushed volatility higher. 🔗 Read the full update here: share-talk.com/london-stocks-…
Share_Talk ™@Share_Talk

Stocks in London are expected to open significantly lower on Thursday after fresh attacks on energy infrastructure in the Middle East rattled global markets and pushed oil prices higher. Futures data indicate the FTSE 100 will open 100.4 points lower, down 1.0%, at 10,204.89, following a 0.9% decline on Wednesday. Oil prices are climbing sharply again, adding to the pressure facing central banks as energy-driven inflation risks intensify. Brent crude is up 5.9% at $113.76 a barrel, as escalating tensions in the Middle East continue to rattle global energy markets. 🔗 Read the full update here: share-talk.com/london-stocks-…

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ACF Equity Research
ACF Equity Research@ACFER01·
OpenAI cash burn will not pan out, cuts are coming, is what this forecast tells us. ACFView
Markets & Mayhem@Mayhem4Markets

OpenAI is an actual cash furnace. Just setting money on fire. 🔥💵🔥 The company is expected to burn through $68M per day in 2026. That figure rises to a staggering -$156M per day in 2027. Then -$200M per day by 2028. This sets up for a cash burn of $665B by 2030. No wonder they're pivoting to rent compute rather than building data centers. Who would want to invest in this? What is the path to profitability? Where do investors ultimately draw the line if RoI is elusive?

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John Vandermosten
John Vandermosten@vanjohn10·
ParaNano Wound Care’s Co-founder & CEO, Chelsea Luxen, identifies many of the pitfalls that patients face with existing wound monitoring practices. youtube.com/shorts/8WDBvRg…
YouTube video
YouTube
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ACF Equity Research
ACF Equity Research@ACFER01·
ACFMorningMeeting - Gas Price ICBM - Gas prices (and oil prices) are ensuring that rates cuts internationally are at least on pause. Equities are hit both ways, higher likely rates, and energy constriction (e.g. Japan). Opens - Europe the mood is negatively contemplative as damage gets structural. $PTL $STOXX $FTSE $FTMC $FTAI -ve. USA ftrs flat to -ve $DJI $GSPC $IXIC. Stock Watch - $VG (O&G midstream) +14.5%, fundraising running well $NEXT (O&G Equip) +16% $FIG - 8%, analyst downgrades. $AMZN -2.5%. $PLTR -1.5%. Commods - $WTI $98bbl; GOLD ftrs 'implosion' $4709 t/oz. COPPER correcting(ish) USd 544 lb on global economy growth worries. COCOA continues to sit above the $3000 support at $3222 MT. Data Focus - Japan rate decision - held 0.75%. UK jobs data in line. UK BoE rate decision hold expected. ECB rates hold expected. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta
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Onu Anda
Onu Anda@ACFER20·
Cotton rally builds: ftrs top 69¢/lb, highest since Apr 2025, as a weaker $USD, rising oil + short covering lift prices. US export sales +68% WoW and China may boost agri imports, while 88% of the US cotton belt faces drought. Brazil supply seen at 3.74Mt. $GOOG +~0.82%. ACFview
ACF Equity Research@ACFER01

ACFMarketWrap: Markets push higher despite oil shock: US equities extended their rebound from four-month lows as investors bet the Persian Gulf energy crisis won’t tip the economy into stagflation. $SPX and $NDX gained ~0.5% while the $DJI added ~200pts even as US strikes and clashes across Iran and the GCC signal energy disruptions may persist. Asset managers surged as default fears in private credit eased with $KKR, $BX, $BLK and $OWL jumping 2–4%. In tech, $NVDA edged higher after projecting $1T in AI chip revenue by 2027 while $QCOM +3% on a dividend hike and $20bn buyback. The Fed is expected to hold rates tomorrow with the SEP likely wide given energy uncertainty. In Europe, the $FTSE +0.85% for its first back-to-back gain since the war began as oil eased from highs but stayed elevated with $WTI ~$95.5/bbl. Energy majors $BP and $SHEL +~1.7%, banks $HSBA.L, $BARC.L, $LLOY.L and $NWG.L +1–1.5% with $STAN.L +3.5%, while $RR.L +1.5% and $RIO +0.9% advanced and $GSK -1% lagged. The “Magnificent Seven” were mostly higher: $GOOG +0.82%, $NVDA -0.21%, $META -0.36%, $AMZN +1%, $TSLA +0.65%, $AAPL +0.52%, $MSFT -0.24%. Next up: US PPI. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

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ACF Equity Research
ACF Equity Research@ACFER01·
ACFMorningMeeting - Slippery Mess - Oil shock blurs Fed interest path, while the USA looks increasingly unclear on what it wants for Iran. NATO is probably now actually finished in the form we know it. Kospi jumps +5.67%. Opens - KS200 +5.67%. Europe +ve $PTL $STOXX $FTSE $FTMC $FTAI. USA ftrs >+0.5% $DJI $GSPC $IXIC. Stock Watch - $ARM +4.6% $IBM +2.75% $LMND (insurance) +16% on investment research upgrade. $WDC +9.6% strong 2Q on AI driven storage demand. Commods - $WTI $94bbl. GOLD Ftrs $4999 t/oz. COPPER USd 573 lb. COCOA $3349 MT. Data Focus - USA Fed rate deicision consns no change @2.25%. Japan BoT, Canada BoC rate decision. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta
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Share_Talk ™
Share_Talk ™@Share_Talk·
UK stocks edged higher at the open despite the ongoing conflict in the Middle East. The FTSE 100 rose 0.1% to 10,412.35, while the FTSE 250 outperformed, climbing 0.6% to 22,319.74. Energy prices eased slightly, offering some support to sentiment. Brent crude was down 1.3% at around $102 a barrel, while wholesale European gas prices slipped 0.8%. 🔗 Read the full update here: share-talk.com/the-ftse-100-i…
Share_Talk ™@Share_Talk

Stocks in London are set to open higher on Wednesday, tracking gains in Asian markets as investors keep a close eye on developments in the Middle East. Futures indicate London’s blue-chip index will rise by around 13 points, building on Tuesday’s gain. The index closed 85.91 points higher, up 0.8%, at 10,403.60 on Tuesday. 🔗 Read the full update here: share-talk.com/the-ftse-100-i…

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@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast