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Börsipäev 24. juuni

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  • Tere hommikut ja ilusat Jaanipäeva!
    Eile õhtul võttis turg teise suuna, kui tuli uudis Kreekast ja kuigi sisult väheoluline, andis see pullidele piisavalt kütust, et turg enne päeva lõppu peaaegu plussi osta. Mis eile veel päriselt ei õnnestunud, on õnnestunud täna ja SPY on kauplemas hetkel 0,6% plusspoolel.
    Makrouudistest avaldatakse täna kell 15.30 USA kestvuskaupade tellimuste näidud.
  • Gapping up

    In reaction to strong earnings/guidance: ACN +3.1%, TIBX +1.8%.

    M&A news: SUG +14.8% (WMB proposed to acquire all of the outstanding shares of SUG for $39.00 per share in cash), BBBB +8.5% (strength attributed to takeover speculation).

    Other news: COOL +8.1% (ticking higher ahead of Russell addition), ENTR +3.5% (will replace Holly in the S&P SmallCap 600), NWL +3.3% (appoints Michael Polk President and Chief Executive Officer), ASMI +2.9% (still checking), BYD +2.6% (will replace StarTek in the S&P SmallCap 600 index), CPB +1.6% (announces $1 bln share repurchase program), DD +0.5% (Cramer makes positive comments on MadMoney).

    Analyst comments: PSA +9.4% (ticking higher; attributed to tier 1 firm upgrade), KOG +2.3% (upgraded to Outperform from Market Perform at BMO Capital), CMCSA +1.6% (added to Conviction Buy list at Goldman), DO +1.4% (upgraded to Outperform from Market Perform at FBR Capital).
  • May Durable Orders -ex Transportation +0.6% vs. +0.7% Briefing.com consensus
  • May Durable Orders +1.9% vs. +1.5% Briefing.com consensus; prior revised to -2.7% from -3.6%
  • Acura Pharmaceuticals Inc. (ACUR) näitab eelturul aktiivsust, käies ära $4.70 tasemel. Põhjus peaks olema PFE/Pain Therapeutics Remoxy CRL.
  • Ja PTIE alustas päeva 52% kukkumisega $4.50 juurest.
    Pain Therapeutics shares resume trading; shares down $4.74 in premarket trade at $4.50

  • Gapping down
    In reaction to disappointing earnings/guidance: STRI -11.8%, MU -10.8%, FINL -4.2%, ORCL -4.2%.

    M&A news: ETE -3.7% (previously proposed SUG acquisition), WMB -1.9% (WMB has proposed to acquire all of the outstanding shares of SUG for $39.00 per share in cash).

    Select financial related names showing weakness: NBG -7.7%, BCS -4.2%, LYG -3.5%, STD -3%, BBVA -2.7%, DB -2.6%, IRE -1.8%, CS -1.4%.

    A few airline related stocks trading lower: DAL -1.8%, LCC -1.8%, UAL -1.7% (disclosed investor update), .

    Select oil/gas related names showing early weakness: STO -2.1%, SDRL -1.7%, RDS.A -1.4%, BP -0.9%.

    Other news: PTIE -51.3% (confirmed that a Complete Response Letter was received from the FDA on the resubmission to the NDA for Remoxy), DRRX -25.3% (REMOXY uses DRRX's Oradur technology, which transforms short-acting oral capsule dosage forms into sustained release oral products), FRO -3.7% (still checking), RSH -1.4% (Marathon Petroleum will replace RadioShack in the S&P 500 index), .

    Analyst comments: AWK -1.7% (downgraded to Hold at Societe Generale), TIF -1.8% (downgraded to Neutral from Overweight at HSBC Securities), COH -1.5% (downgraded to Neutral from Overweight at HSBC Securities), BSX -1.4% (downgraded to Neutral from Buy at UBS).
  • ACUR on PTIE sümpaatiamäng jah. Aga kardetavasti mitte väga jätkusuutlik. PTIEga koos kukkus ka DRRX, kes saab 15% royalties PTIE Remoxy müügist.
    Kusjuures PTIE halditi alles poole eelturu pealt, varastel minutitel oli võimalik veel isegi 6 juurest shortida.
    PTIE kirstunael on see, et nad ei pannud pressiteatesse non-approvali põhjuseid. Kui üldiselt kardetigi et nad komistavad nn manufacturing issues otsa, siis põhjuste mitteavaldamine näitab, et seal võib olla midagi veel, midagi hoopis tõsisemat.
  • The Fed purchased $4.58 bln of 2013-2015 maturities through Permanent Open Market Operations as dealers looked to put back $15.25 bln
  • Google confirmed earlier it received a subpoena and a notice of civil investigative demand from FTC

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