M&A news: LPS +13.4% and FNF +0.5% (Fidelity National Financial and buyout firm Thomas H. Lee Partners are in discussions to purchase LPS for $33/share, according to reports).
Other news: CYNO +4.3% (CYNO to replace NCS in the S&P SmallCap 600), LPSN +3.5% (authorized the additional funding of a previously-announced stock repurchase program), DPZ +3.3% (DPZ to replace PXP in the S&P MidCap 400), LYB +1.4% (announces share repurchase program; increase to interim dividend).
Analyst comments: STX +0.8% (light volume, upgraded to Buy from Hold at Deutsche Bank)
Gapping down:
In reaction to disappointing earnings/guidance: DRYS -6.7%, RL -4.3%.
Financial related names showing weakness: NBG -5.3%, ING -2.4%, DB -2.2%, HBC -1.9%, BCS -1.8%, BAC -1.6%, SAN -1.4%
Japan related names lower after Nikkei plunged 7.3%: KYO -9.9%, NMR -7.1%, MTU -6.7%, SMFG -5.9%, NTT -4.2%, SNE -3.8%, MFG -3.3%, DCM -3.3%, HMC -3.2%, TM -3%, TSM -2.1%
Solar names pulling back in early trade: STP -11.8%, YGE -4.6%, SPWR -4.2%, FSLR -3.8%, RSOL -2.1%, TSL -1.8%, LDK -1.2%
Other news: CLNT -11.3% (modestly pulling back), APRI -9.1% (announces proposed public offering of common stock and warrants), SAAS -7% (disclosed Piper proposes to purchase Enterprise Network Holdings stake in SAAS), DDD -6.2% (continued weakness), NCS -5.5% (CYNO to replace NCS in the S&P SmallCap 600), BXMT -4% (announces upsizing and pricing of public offering Of Class A Common Stock), AMD -4% (still checking for anything specific), MCP -3.8% (Japan is planning on developing offshore rare earth resources, according to reports), TSLA -3.7% (confirms that it has repaid its $451 mln government loan as expected ), GRPN -3.6% (still checking), WAIR -2.5% (announces pricing of sale of 15 mln shares of common stock by the Carlyle Group (CG) at $16 per share), SDRL -2.5% (still checking), INFN -2% (proposed $100 mln offering of convertible senior notes due 2018), OAK -1.9% (prices 7 mln shares at $53.50 per share), LNKD -1.7% (LinkedIn has acquired social polling startup Maybe for $750 mln, according to reports), LG -1.5% (prices 8.7 mln shares of common stock at $44.50 per share), F -1.5% (plans shut down two manufacturing plans in Australia following higher costs, according to reports), BIDU -1.4% (Sohu.com's Sogou unit has attracted interest from Baidu (BIDU), Tencent and Qihoo 360 (QIHU), according to reports), JCP -1.2% (Announces Consummation of $2.25 Billion Term Loan and Initial Settlement of its Tender Offer and Consent Solicitation ), AVB -0.5% (announces secondary offering of 7.87 mln shares of common stock by affiliate of Lehman Brothers Holding), EQR -0.4% (prices offering of 15.068 mln of its common shares by Jupiter Enterprise, an indirect subsidiary of Lehman Brothers Holdings; price not disclosed).
Analyst comments: SANM -3.6% (downgraded to Sell from Hold at Deutsche Bank), ARMH -2.7% (downgraded to Neutral from Outperform at Exane BNP Paribas), DVN -1.8% (downgraded to Neutral from Overweight at JP Morgan), JNJ -1.7% (resumed with a Underperform at Credit Suisse), O -1.3% ( downgraded to Sell from Neutral at Goldman), FLEX -0.7% (downgraded to Hold from Buy at Deutsche Bank)
Отчетыкомпаний:
Сегодняпередоткрытием: AAP AINV ALKS BKE BONT CATO CMCO DLTR GMAN GME HRL KIRK PACT PDCO PERY PLCE QSII RL SIG SMRT TAOM TTC TWMC VOYA
Вчерапослезакрытия: BRS DRYS EGHT HEI HOTT HPQ LTD NED PETM PSUN SEAS SMTC SNPS SPTN VVTV WDAY WSTL
Торговые идеи NYSEи NASDAQ:
HPQ – шорт ниже 23.50
WDAY – лонг выше 69.00, ниже 68.00 смотрим акцию в шорт.
SPY (внутридневной график) рост на премаркете. Сопротивление: 167.75 Поддержка: 167.00
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: ZLC +17%, DY +12.7%, AFOP +4%, TOL +3.3%, NTAP +2.4% (also initiated a quarterly cash dividend of $0.15/share), CPWR +1.6%, INTU +0.3%.
M&A news: SKS +20% (NY Post reporting that SKS hired Goldman to explore alternatives, including potential sale), FIO +2.7% (hearing renewed M&A speculation as catalyst), TI +1.7% (Reuters reported yesterday afternoon that TI said rumors of possible company break-up is groundless), LIFE +0.8% (Roche and Sigma made an unsuccessful bid for LIFE earlier this year, according to reports ), MNGL (Li3 Energy and Blue Wolf Mongolia Holdings enter into merger agreement), MBND HALTED (Multiband to be acquired by Goodman Networks for $3.25/share).
A few solar related names seeing continued strength: RSOL +3.4%, LDK +2.5%, YGE +1.4%, TSL +1.1%, FSLR +0.4% (First Solor is looking for paternership deals in India, according to reports).
Other news: PLUG +25.8% (seeing continued strength), CLNT +18.2% (becomes certified supplier to China's Oil and Natural Gas Industry), ONCY +14% (meets primary endpoint for first stage of u.s. phase 2 metastatic melanoma trial), IBIO +10.8% ( produces vaccine candidate for recently emerged H7N9 influenza), AMRN +6% (announces notification of patent allowance for U.S. Application 13/417,899 Related to Combination Product of Vascepa and Statin Therapy), NPSP +3.2% (prices 6 mln share public offering of common stock at $14.53 per share), PSTI +3% (confirmed new opportunities discussed to strengthen collaborative relationships using Pluristem's Placental Expanded Cells), LYG +1.9% and RBS +1% ( (Royal Bank of Scotland and Llyods (LYG) have been given all clear on loss buffers by UK regulators, according to reports), QGEN +1.7% (still checking), F +1% (lifting following positive Barrons mention and updated N Am capacity plans), PFE +0.8% (announces plan for split-off of Zoetis), VOCS +0.6% (Director disclosed purchase fo 25k shares at $8.50 worth $212.5k on May 20), INTC +0.6% (plans to create unit for mobile technology, according to reports ), RCL +0.6% (Royal Caribbean investor supports Board breakup, according to reports ).
Analyst comments: GRA +2% (tgt to $101 from $90 at Jefferies), BMY +1.8% (upgraded to Buy from Neutral at Citigroup), AMD +1.7% (Hearing positive comments at Jefferies related to Xbox and PS4), CHK +1.7% (upgraded to Positive from Neutral at Susquehanna), MNST +1.4% (initiated with an Outperform at BMO Capital), AAPL +0.9% ( lifting in pre market; strength attributed to estimate raise this morning at a tier-1 firm), C +0.5% (tgt to $60 from $53 at Credit Suisse), KND +0.4% ( upgraded to Positive from Neutral at Susquehanna)
Gapping down:
In reaction to disappointing earnings/guidance: DSX -4.5%, SPLS -3.1%, TGT -2.3%, LOW -2.2%, ADI -2%, AEO -0.5% .
M&A related: SNE -0.9% (following yesterday's strength on continued speculation related to break-up/spin-off; reports out indicate Third Po
Отчетыкомпаний:
Сегодняпередоткрытием: AEO BAH CTRN DSX ELOS EV LOW LTXC MMYT REX SPLS TGT TOL ZLC
Вчерапослезакрытия: ADI ALOT CCM CHRM CPWR DL DY FFHL GIGM INTU KONG LAKE NTAP STV UVV
Спайдер незначительно снижается открытием торгов на NYSE.
Европейские индексы изменяются разнонаправленно.
SPY (внутридневной график) снижение на премаркете. Сопротивление: 167.00 Поддержка: 166.50
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: QIHU +6.8%, JASO +5.5%, CPB +1.0 (ticking higher) .
M&A news: AQ +110.6% (Accenture announces acquisition of Acuity Group for $13.00 per outstanding ADS ), MEAD +97.6% (to be acquired by Jinghua Optics & Electronics for $3.45 per share), WBSN +30% (halted, Websense confirms it will be acquired by Vista Equity Partners for $24.75 per share in cash in transaction valued at approximately $1 billion), PACT +29.3% (announces receipt of 'going private' proposal at $7.50 per ADS), WCRX +3.1% and ACT +2.5% (Warner Chilcott to be acquired by Actavis in a stock-for-stock transaction valued at ~ $8.5 bln; WCRX shareholders will receive 0.160 shares of New ACT for each WCRX share, which equates to $20.08 per share).
Select solar stocks trading higher: RSOL +12.5% (continues strength), SCTY +5.3%, LDK +5.3%, SPWR +2.5%.
Other news: PXP +5.4% (to declare special $3.00/share dividend), DANG +5.1% (still checking), SNE +3.2% (story suggests potential upside break-up scenario), YHOO +2.9% (confirms acquisition of social networking site Tumblr), IQNT +2.4% (announces intention to declare special cash dividend of $1.25 per share and to initiate a quarterly dividend of $0.0625 per share of its common stock), GE +2.2% (GE Capital Board Plans to Pay $6.5 billion of Dividends to its Parent GE in 2013), MTOR +2.1% ( announces extension of the early tender date with respect to its cash tender offer and consent solicitation for any and all of its 8-1/8% notes due 2015), FCX +0.7% ( Announces Intention to Declare $1.00 per Share Supplemental Dividend on Closing of Plains Exploration & Production (PXP) Acquisition and Reiterates Capital Allocation Plan for Oil & Gas Business), BIDU +0.3% (may consider IPO for its video site, according to reports , CSCO +0.2% (positive Barrons mention).
Analyst comments: TMUS +2.6% (upgraded to Buy from Hold at Deutsche Bank), ABT +2.2% (upgraded to Buy from Neutral at Goldman), JCP +1.8% (upgraded to Buy from Hold at Maxim), P +1.5% (upgraded to Equal Weight from Underweight at Barclays), PCLN +0.8% (upgraded to Buy from Hold at Deutsche Bank)
Gapping down:
In reaction to disappointing earnings/guidance: QLGC -1.9% (QLogic President and CEO resigns to pursue other opportunitites; co reaffirms Q1 guidance).
Select financial related names showing weakness: NBG -12.6%, SNV -2.1% (downgraded to Sell from Neutral at Goldman), HIG -2.1%, PUK -1.5%, SAN -1.1%, MTU -1.0%, LYG -1.0%, BCS -0.8%.
Metals/mining stocks trading lower: GFI -5.3%, AU -4.8%, SLV -2%, HMY -1.6%, GDX -1.3%, SLW -1.2%, GOLD -1.1% (enters into a $200 mln unsecured revolving credit facility with HSBC and three other banks, maturing in May 2016), NEM -0.8%, RIO -0.7%, GLD -0.3%.
Other news: XNPT -28.9% (reports top-line results of Phase 3 trial of arbaclofen placarbil for spasticity in multiple sclerosis patients; trial was unsuccessful in demonstrating that AP provided statistically significant improvement relative
Спайдер незначительно повышается открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутридневной график) рост на премаркете. Сопротивление: 166.00 Поддержка: 165.50
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: VSAT +3.7%.
Select financial related names showing strength: NBG +10%, ING +3.4%, RBS +3.1%, DB +1.6%, UBS +1.4%, CS +1.1% (Fitch affirms ratings), SAN +1%, HBC +0.7% (Fitch affirms HSBC at 'AA-', Outlook 'Stable'), BAC +0.4% (Fitch affirms BAC's IDR rating at 'A', Upgrades viability rating to 'A-' from 'bbb+'; Outlook 'stable').
A few oil/gas related names showing strength: TOT +1.5%, RDS.A +1.2%, E +0.9%, .
Other news: ETRM +15.3% (completes VBLOC therapy pre-PMA meeting with FDA; expects to submit PMA in Q2 2013; prepares for subsequent advisory panel review), CLSN +6.4% (Celsion's ThermoDox HEAT Study Findings Reviewed at the 9th Annual World Conference on Interventional Oncology; Duration of RFA Procedure Correlates with an Overall Survival Benefit), STML +2.7% (Stemline Therapeutics prices public offering of ~4.14 mln shares of common stock at $14.50 per share), ASRV +2% (announces a new 384,000 share common stock repurchase program ), KSU +2% (KSU to replace DF in the S&P 500), TSLA +1.9% (prices 3.39 mln share offering at $92.24; CEO Musk to purchase 1.08 mln shares), AMD +1.8% (rebounding from yesterdays drop on Goldman downgrade), KSS +0.9% (Barron's profiles positive view on Kohl's), YHOO +0.8% (Yahoo! had serious discussions with Tumblr regarding possible acquisition, according to reports), SRE +0.3% (Sempra Energy, GDF SUEZ, Mitsubishi, Mitsui sign tolling capacity, joint-venture agreements for Louisiana liquefaction export facility).
Analyst comments: RKUS +4.5% (upgraded to Buy from Neutral at Goldman), GM +1.3% (upgraded to Buy from Underperform at Credit Agricole), YOKU +1.2% (was upgraded yesterday intraday at HSBC), VZ +0.6% (initiated with an Overweight at Barclays)
Gapping down:
n reaction to disappointing earnings/guidance: ARUN -21.6% (downgraded by multiple analysts; also acquires Meridian; terms not disclosed), ADSK -6.2%, DCI -5.5%, (ticking lower), JWN -3.3%, JCP -3%, SINA -2.6%, BRCD -2.4%, SSI -1.3% (light volume), AMAT -0.7% (released near the close), DELL -0.3%.
M&A related: YONG -6% (provides update on status of proposed go private offer; letter informs Full Alliance that Abax remains interested in pursuing the proposed going private transaction).
Other news: DDD -3.5% (still checking), GTS -1.6% (pricesan ~5.40 mln shares of Class B common stock by certain selling shareholders at $18.25/share ), EGLE -1.5% (modestly pulling back following yesterdays earnings boost), DF -0.5% (KSU to replace DF in the S&P 500).
Analyst comments: NGG -1.9% (downgraded to Neutral from Outperform at Exane BNP Paribas), WSM -1.5% (downgraded to Neutral at BofA/Merrill), DE -0.8% (downgraded to Sell from Neutral at Goldman), DIS -0.4% ( downgraded to Neutral from Overweight at Atlantic Equities )
Отчеты компаний:
Сегодня перед открытием:
DCI ISS SSI
Вчера после закрытия:
ADSK AMAT ARUN BONA BRCD DELL ENV HOLI ITI JCP JWN SINA VNET VSAT XUE
Торговые идеи NYSEи NASDAQ:
ARUN – шорт ниже уровней премаркета.
ADSK – лонг выше цены открытия.
SINA – шорт ниже минимума премаркета, выше 59,00 смотрим акцию в лонг.
In reaction to strong earnings/guidance: EGLE +12.4%, CSCO +10.5%, KSS +6.8%, DANG +4.3%, DDS +3.8%, AV +2.8%, (ticking higher), NTES +2.6%.
M&A related: ACT +1.0% (ongoing M&A realted speculation, initially traded higher following WSJ story that Novartis is considering if it should enter the takeover battle for ACT; hearing NVS denied rumors).
A few financial related names showing strength: NBG +6.5%, RBS +2.1%, LYG +1.1%, BCS +1%.
Select solar stocks seeing continued strength: SPWR +5.6% (upgraded to Outperform at Cowen), TSL +3.4%, CSIQ +3.2%.
Select CSCO peers/tech names showing strength: JNPR +3.1%, BRCD +2.1% (Soros Fund Mgmt discloses notable new Q1 position), FNSR +1.6%, AMAT +1.4%, CIEN +1.3%, VMW +1.3% (Soros Fund Mgmt discloses notable new Q1 position), EMC +1.2%.
Other news: RGDX +29.6% (thinly traded, Response Genetics, Inc. Announces Contract With Blue Shield of California), TSLA +11.1% (filed for a mixed securities shelf offering consisting of common stock and debt securities, announces offerings of common stock and convertible senior notes, CEO Musk indicates interest in buying up to 1.2 mln shares through shelf offering/private placement), SPPI +7.9% (seeing notable premarket strength, checking around for catalyst (may be ASCO presentation slides out), YRCW +6.1% (continued strength), HALO +4.4% (to present new data on PEGPH20 in pancreatic cancer at American Society of Clinical Oncology Annual Meeting ), LMCA +4% (Berkshire Hathaway discloses 5.03% passive stake in 13G filing), ROSG +4% (continued strength following late surge higher), ONTY +3.4% (announces results from randomized Phase III START trial of the investigational MUC1 antigen-specific cancer immunotherapy L-BLP25 in patients with unresectable, locally advanced Stage III non-small cell lung cancer; primary endpoint of improving overall survival was not met), CBI +3% (Berkshire reports new Q1 stake in CBI), JCP +2.3% (strength ahead of earnings and following KSS results), SCTY +2.3% (following filing indicating Elon Musk buying TSLA shares), NAVB +2.1% (Nordion signs contract manufacturing agreement with Navidea Biopharmaceutical), MU +1.7% (Micron announces issuance by Tokyo High Court of Order dismissing creditor appeals), INVN +1.4% (provides legal matters update: co brought a legal suit against ST Microelectronic), ZTS +1.3% (FDA approves APOQUEL to Control Itch and Inflammation in Allergic Dogs), IACI +0.7% (Greenlight discloses new position), FANG +0.7% (prices 4.5 mln shares of common stock at a price of $29.25 per share), POT +0.5% ( increases quarterly dividend).
Analyst comments: PANW +0.5% ( upgraded to Overweight from Equal-Weight at Morgan Stanley), AMZN +0.3% (initiated with a Buy at Lazard)
Gapping down:
In reaction to disappointing earnings/guidance: VRML -5.3% (light volume), NQ -5.5%, ACXM -3.9%, (light volume), YOKU -2.7%, WMT -2%, JACK -0.9%.
Metals/mining stocks trading lower: AU -3.4%, IAG -2.8%, EGO -2.8%, RIO -2.2%, AUY -1.7%, SLW -1.7%, RIO -1.6%, NEM -1.5%, GLD -1.4%, MT
Спайдер незначительно изменяется открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутридневной график) рост на премаркете. Сопротивление: 165.25 Поддержка: 164.75
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: CHCI +41.4%, VIPS +10.4%, VOXX +8.1%, FENG +7.1% (light volume), SPWR +5.6%, EJ +4.9% (thinly traded), ALXA +4.8% (light volume), CHLN +4.7% (light volume), PRMW +4.6% (light volume), MIL +2.8% (ticking higher), CSC +2.4%, M +1.3%, TPH +1.3%, PF +0.9% (also announces commencement of quarterly dividend program; declares initial dividend of $0.18 per share) , A +0.8%.
M&A news: MFLR +48.6% (Independent Bank and Mayflower Bancorp, Inc. Sign Definitive Merger Agreement for Acquisition of Mayflower Bancorp), .
Other news: TXCC +10% (hires Needham & Company to evaluate strategic alternatives), NEPT +6.1% (ticking higher, reports that the Class Action Lawsuit Against the co was Dismissed), RYAAY +2.6% (move attributed to comments from CEO that passenger growth rate may double by 2018), AFFY +2.1% (discloses CEO to step down on May 15), HA +1.9% (prices $444.54 mln offering of Class A and Class B enhanced equipment trust certificates), TTM +1.7% (India's Sensex closed higher by 2.5% as India's broad wholesale measure was cooler than expected at 4.89%), DSS +1.6% (Lexington Technology Group reaches settlement with a second defendant in Bascom patent case), WAB +0.1% (announces 2-For-1 stock split, 60% dividend increase).
Analyst comments: INSM +9.4% (initiated with Buy at Lazard), ARO +3.1% (upgraded to Outperform from Market Perform at BMO), SODA +2.2% (Hearing tgt raised to $75 at ROTH Capital), GPS +1.5% (upgraded to Buy from Neutral at Citigroup), HALO +1.3% (initiated with an Overweight at Piper Jaffray), UN +0.7% (upgraded to Buy from Reduce at Nomura), AZN +0.6% (Hearing estimates raised at Berenberg)
Gapping down:
In reaction to disappointing earnings/guidance: XONE -8.6%, PLAB -5.5%, ROG -4.6% (provides update on cost improvement initiatives; reaffirms non-GAAP Q2 guidance, lowers GAAP Q2 guidance), DE -4%, WMC -3.1% (light volume), AG -2.2% (light volume), TMHC -0.5% (light volume).
Select oil/gas related names showing early weakness: STO -2.2%, RDS.A -2.1%, BP -0.4% (BP, Statoil and Shell are subject of price fixing probe by EU commission, according to reports ), SDRL -1.3%, RIG -1.0% .
A few telcom names are lower: PT -2.5%, FTE -1.7%, VOD -0.5%
Other news: RMTI -10.9% (announces proposed public offering of common stock; size not disclosed), AINV -5.3% (announces public offering of 18 mln shares of common stock), P -4.5% (GOOG to launch streaming music service ), AIXG -2.5% (still checking), THC -2.5% (still checking, presented yesterday afternoon at BofA conference), RH -2.2% (Restoration Hardware priced its public follow-on offering of common stock by existing stockholders; size of the offering has been increased to ~8.674 mln shares of common stock at a public offering price of $50.00/share), SNE -1.7% (Sony plans to withdraw ODM orders for 2014 du
Отчеты компаний:
Сегодня перед открытием:
ACAT BASI BDR CGX CHLN CSC DE DLHC EJ GLOG JST M MIL NSLP OXF PFSW SORL VIP VSCP WMC
Вчера после закрытия:
A ATHX CCSC COVR DCIN DGSE EXP FENG GSB GVP KOOL NLST PRMW QBAK TXCC VIPS VOXX XONE
Торговые идеи NYSEи NASDAQ:
SPWR – смотрим акцию в течении дня, возможна хорошая волатильность.
M – смотрим акцию в лонг выше цены открытия, ниже 48.00 – шорт.
SPY (внутридневной график) рост на премаркете. Сопротивление: 164.00 Поддержка: 163.25
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: PDII +30.5% (light volume), TTWO +6.8%, RSOL +4.6% (thinly traded), SUMR +4.2% (light volume), HMIN +4.2%, NTI +3.7%, CAAS +3.3%, RENN +2.7%.
M&A news: SAP +0.6% (Hewlett-Packard says it has not tried to sell Autonomy to SAP, according to reports), OPTR +0.3% (slightly higher following late surge higher on reports of potential bidders including AZN and CBST).
Other news: NSPH +18.3% (announces distribution and collaboration agreement with Hitachi High-Technologies), CEMP +7.5% (signs exclusive license and development agreement for Solithromycin with Toyama Chemical ), TSLA +6.0% (continued strength following 11 point jump yesterday), SNE +4.3% (Dan Loeb is pressuring SNE to spin off its entertainment business (he owns 6.5% stake); SNE spokesmen says entertainment business not for sale, according to reports ), MCP +3.0% (continued momentum), QGEN +2.7% (still checking), BBRY +1.5% (ahead of today's Blackberry Mobile event), ADVS +0.8% (TPG Advisors discloses 14.7% active stake in 13D filing), HPY +0.8% (authorized a new $75 mln share repurchase program; existing $50 mln share repurchase program completed)
Analyst comments: FIO +3.4% (upgraded to Buy from Neutral at UBS), DF +2.4% (to Buy from Neutral at Janney Capital ), KMX +0.2% (ticking higher, initiated with a Buy at Nomura)
Gapping down:
In reaction to disappointing earnings/guidance: VELT -10.5%, SCTY -8.7%, EGL -7.9% (light volume), ALV -0.9%.
Select financial related names showing weakness: NBG -11.1%, MFG -2.7%, BBVA -1.8%, ING -1.6%, BCS -1.5%, DB -1.2%, CS -1.1%.
Select metals/mining stocks trading lower: RIO -3.3%, HMY -1.8%, FCX -1.8%, AU -1.7%, MT -1.6%, ABX -1.5%, SLW -1.4%, GOLD -1.1%, SLV -0.9%, BHP -0.8% (BHP Billiton's 2014 Capex to fall to $18 bln from the $22 bln 2013 estiamte, according to reports), KGC -0.6%.
A few oil/gas related names showing modest weakness: TOT -1.1%, SDRL -1%, STO -0.6%.
Solar names pulling back following SCTY results/TSL guidance: TSL -3.9% (lowers Q1 shipment guidance; sees shipments between 390 MW to 400 MW versus 420 MW to 430 MW prior guidance ), FSLR -3.1%, JKS -3%, CSIQ -1.9%, SPWR -1.2%, JASO -1.1%
Other news: CUB -10.8% (ticking lower, announces secondary underwritten public offering of 2.4 mln shares of its common stock by certain shareholders), MOSY -9.6% (announces proposed public offering of common stock; size not disclosed), SPH -4.5% (announces public offering of 2.7 mln common units representing limited partner interests in Suburban), WES -4% (announces public offering of 6.1 mln common units), NOK -3.6% (introduced the Nokia Lumia 925), TSPT -3.1% (discloses Purdue Pharma will no longer be utilizing the 90 contract sales representatives dedicated exclusively to promoting Intermezzo), SFLY -2% (proposed offering of $220 million convertible senior notes), PIKE -2% (announces Secondary Offering of 6.5 mln shares of its common stock by selling stockholder and concurrent $40 mln stoc
Спайдер растет после публикации данных по розничным продажам.
Европейские индексы на отрицательной территориии.
SPY (внутридневной график) рост на премаркете. Сопротивление: 163.25 Поддержка: 163.00
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: SUTR +8.8%, IGLD +8.4% (thinly traded). PERI +8.3%, SSYS +5.6%, ITRN +1.8% (light volume) .
M&A news: ASIA +1.1% (AsiaInfo enters into definitive agreement to be acquired by consortium led by CITIC Capital Partners for US$12.00 per Share in Cash).
A few Rare earth names lifting: MCP +4.1%, AVL +2.0%, REE +1.4%
Other news: UNIS +16.7% (filed 10-Q; reports indicate the company is set to announce 'commercial contract', according to reports ), NBG +9.9% (FT report suggesting hedge fund interest in Greek banks), TLM +5% (still checking), WU +1.9% (Barron's profiles positive view on Western Union), OEH +1.8% (announces that Chairman J. Robert Lovejoy will retire from the Board upon the expiration of his terms at the co's Annual General Meeting on June 28, 2013; Board intends to name Mr. Hernandez Chairman), BBRY +1.4% (light volume, Barron's profiles positive view on Blackberry), THRX +1.3% (Theravance and Elan enter into a $1.0 bln royalty participation agreement related to four respiratory programs with GlaxoSmithKline ), TSRX +1.3% (announces notice of allowance of U.S. Patent application related to Tedizolid Phosphate combination with Daptomycin), GHDX +0.4% (announces Medicare expanded coverage policy for Oncotype DX breast cancer test to include ductal carcinoma in situ diagnosis).
Analyst comments: NOK +3.6% (upgraded to Buy from Sell at Danske Bank), GLW +2% (upgraded to Overweight from Equal Weight at Barclays, upgraded to Equal-Weight from Underweight at Morgan Stanley), KORS +1.6% (added to Best Ideas List at Morgan Stanley), AIG +1.4% (upgraded to Overweight from Equal Weight at Barclays), OC +0.2% (light volume, upgraded to Buy from Hold at KeyBanc Capital Mkts), HIG +0.2% (upgraded to Overweight from Equal Weight at Barclays)
Gapping down:
In reaction to disappointing earnings/guidance: CEL -5% (light volume), AU -2%, SLW -0.9%, YUM -0.6% (discloses April same-store sales declined an estimated 29% for the China Division, consistent with prior guidance).
Select financial related names showing weakness: DB -3.8%, UBS -2.8%, SAN -2.8%, RBS -2.6%, LYG +2.5%, ING -1.9%, BCS -1.9%, IRE -1.5%, JPM -0.8%, .
Other news: UNXL -5.1% (ticking lower following cautious Barrons mention), ENDP -4.8% (Endo Health responds to FDA's denial of OPANA ER citizen peititon; generics could reduce adjusted diluted EPS by ~$0.55 in 2013; downgraded at Lazard), STM -3.4% (still checking), MTG -2.3% ( plans special shareholders meeting and files shelf registration statement), CCL -1.8% (still checking), AAPL -0.7% (Samsung to launch 5G by 2020; reports out indicate Apple products may be cleared for Pentagon use by next week), GOOG -0.5% (AllThingsD discusses that Google does not plan to offer physical credit cards with Google Wallet), RIG -0.4% (Transocean Chairman Michael Talbert announces plans for retirement).
Analyst comments: MLNX -1.5% (downgraded to Equal Weight from Overweight at Barclays), ALLT -2% (downgraded to Equal Weight from Overweight at Barclays), CTRP -1.8% (downgraded to Neutral from Buy at Goldman), PRU -1.2% (downgraded to Neutral from Buy at BofA
Отчеты компаний:
Сегодня перед открытием:
ALTV BABY CIMT CTC CYD EDG MOBI NSSC PERI PTGI SARA VSR
Торговые идеи NYSEи NASDAQ:
MCP – шорт от 7.75
ENDP – шорт ниже 34.00, выше, при удержании бидов, лонг.
Спайдер немного снижается перед открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутридневной график) рост на премаркете. Сопротивление: 163.50 Поддержка: 163.00
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: UNIS +29.2%, BT +11.2% (also upgraded to Buy from Neutral at BofA/Merrill), UBNT +9.9%, (also upgraded to Outperform from Mkt Perform at Raymond James), EAC +8.6%, WIFI +8.2%, DAR +8%, MCP +7.9%, AMAP +7% (ticking higher, also AutoNavi Holdings confirms strategic alliance with Alibaba (ALBCF.PK) to develop location-based e-commerce opportunities; Alibaba will invest ~ $294 mln in newly issued preferred and ordinary shares of the co), GPS +5.9%, ACET +5.3% (light volume), XIN +5.3% (ticking higher), SQNM +5%, ECPG +4.4% (light volume), MT +4.2%, WCRX +3.3% (light volume), MNKD +3%, AMRN +2.5%, PDLI +2%, NVDA +1%.
M&A news: DELL +0.7% (Carl Icahn and Southeastern Asset Management have proposed letting DELL shareholders keep stock & take another $12/share in cash & stock, according to reports).
Select financial related names showing strength: NBG +5.4%, RBS +2.1%, CS +1.8%, BCS +1.6%, HBC +0.8%, BAC +0.2% (KeyCorp to acquire Bank of America CMBS Servicing Portfolio and Berkadia CMBS Special Servicing Business),.
A few European drug names trading higher: SNY +1.8%, NVS +1.4%, GSK +1.0%
Other news: REE +4.4% and AVL +1.9% (ticking higher following MCP results), BKS +3.7% (continued strength), NOK +2.5% (still checking), TTM +2.4% and ALV +1.5% (ticking higher pre-market following India car sales reports), ASML +1.8% (still checking), SINA +1.5% (strength overseas following HSBC upgrade), ALB +1% (discloses $450 mln accelerated share repurchase program).
Analyst comments: TEVA +0.3% (initiated with an Outperform at BMO Capital)
Gapping down:
In reaction to disappointing earnings/guidance: AFFY -19.9% (filed 10-Q - reiterates that co could be required to liquidate assets, seek bankruptcy protection, or other alternatives, was up 160%+ over past three days), SMTX -15.5% (thinly traded), ONTY -10.2% (reports Q1 results; announces Phase 2 portion of PX-866 in NSCLC did not demonstrate an improvement in progression-free survival), BID -8.4% (light volume), AL -8.4%, TNGO -7%, EMKR -6.8% (ticking lower), BCEI -6.7%, MDRX -6.1%, YONG -6%, INTX -4.6% (light volume), CALL -4.5%, GALE -4.4%, JOBS -4% (light volume), AIRM -3.7%, HL -3%, PCLN -2.8%, TWER -2.4% (light volume), PANL -1.9%, FTK -1.8% (light volume), MDVN -1% (light volume).
Other news: PTIE -19.2% (receives correspondence from Pfizer who is proceeding to obtain endorsement of the Remoxy program but no final decision has been made at this time), DRRX -11.9% (also confirmed update on Remoxy; Pfizer 'would not expect to submit a response to the 'complete response' letter before mid-2015' ), DSCO -8.5% (announces proposed public offering of common stock; size not disclosed ), SNTS -6.9% (announces proposed secondary common stock offering by a selling stockholder; size not disclosed), APO –
Спайдер немного снижается перед открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутридневной график) рост на премаркете. Сопротивление: 162.75 Поддержка: 161.25
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: WBMD +17.2% (also Carl Icahn enters into memeber agreement with WBMD; adds to the Board - amended 13D filing), ARAY +14.5%, MYGN +9.5% (also upgraded to Buy from Neutral at Mizuho), WFM +8.2%, EA +7.9%, ACTS +7.2% (light volume), LOPE +6.7%, CTSH +5.6%, WILC +5.2% (thinly traded), ONXX +3.8%, NVTL +3.4% (light volume), DVA +3.4% (also disclosed letter agreement with Berkshire Hathaway), MODN +3.3% (light volume), TWO +3%, DMD +2.6% (light volume), KGC +2.3%, ING +2.1%, MCK +1.5% (Hearing tgt to $130 from $122 at Lazard), JCP +1.5%, BIO +1.2% (dropped in late trade), MITK +1.1% (light volume), MRO +1% (also upgraded to Outperform from Neutral at Macquarie), DGI +0.8%.
M&A related: PSE +19.4% (receives buyout proposal from Pioneer Natural Resources through a stock-for-unit exchange), LEDR +13.9% (Market Leader to be acquired by Trulia for an implied price of $11.33/share), YHOO +0.5% (Yahoo! has had discussions with Hulu over possible buyout, according to reports).
Gapping down:
VCLK -19.8% (also downgraded by multiple analysts), OCLR -19.1%, RBCN -12%, SYNC -11.3%, CHRW -7.0%, CA -6.4%, SGMS -5.8%, BTH -5.8%, FRGI -5%, (light volume), SYMC -4.8%, Z -4.8% (also downgraded to Neutral from Buy at Goldman), WMB -4.3%, JAZZ -4.2%, SODA -3.6%, AEG –
Отчеты компаний:
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