Börsipäev 24. veebruar
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Head vabariigi aastapäeva!
Samal ajal kui eestlase tähistavad oma iseseisvuspäeva on mujal maailmas tavaline tööpäev ja vähemalt USA turud on seda viimaste kuude trendi arvestades alustanud ebatraditsiooniliselt ehk üsna punaselt. USA futuurid kauplevad kõik 0,5% miinuspoolel ja meeleolu pole parem ka Euroopas, kus näiteks DAX on kauplemas 1,5% allpool. -
Gapping up
In reaction to strong earnings/guidance:
RH +15.5%, ( guides Q4 EPS and revenues above consensus; authorizes a $300 million common share repurchase program), AAOI +11.5%, OLED +10.4%
MTZ +9.3%, TPC +7.3%, RMAX +6.7%, SB +5.1%, INWK +5.1%, EGO +4.7%, SGY +4.7%, VICR +4.2%, PSO +3.6%, RDC +3.4%, PACD +3.1%, WMAR +3.1%
FL +2.7%, BJRI +2.5%, JWN +2.5%, EBS +2.4%, DYN +2.4%, AL +1.9%, MELI +1.8%, MAIN +1.5%, AGO +1.5%, PEG +1.3%, CLMT +1.1%, INTU +1%
AINC +0.9%, STMP +0.9%
Select metals/mining stocks trading higher:
SBGL +3.7%, AUY +3.2%, AG +3.1%, SLW +2%, NEM +2%, IAG +1.9%, ABX +1.8%, GG +1.7%, HMY +1.4%, GDX +1.3%, AU +1%
Other news:
CEMP +44.4% (positive topline results from a phase 3 study of oral fusidic acid )
IPCI +30.2% (receives FDA approval for its ANDA for metformin hydrochloride extended release tablets)
AXDX +22.2% (FDA allows marketing of the PhenoTest BC Kit, performed on the Pheno System )
EARS +13% (FDA has granted Fast Track designation for AM-111)
INCY +5.1% (to join S&P 500)
NVLS +4.4% (announces its Phase 2 trial evaluating cavosonstat at a dose of 400 mg in adult patients with CF who were being treated w/ Kalydeco did not meet its primary endpoint )
DFT +4.3% (announces an 'at-the-market' program through which it may issue and sell, from time to time, up to an aggregate of $200 mln of its common shares)
BATS +2.2% (higher following S&P index change announcement - CBOE to join S&P 500 after acquiring BATS)
CONE +2.2% (will replace CLARCOR in the S&P MidCap 400)
NUS +2% (will replace Equity One in the S&P MidCap 400)
CXW +1.7% (reports that the DOJ reverses Obama decision on private prisons)
GEO +1.3% (reports that the DOJ reverses Obama decision on private prisons)
Analyst comments:
AERI +2.6% (initiated with an Outperform at Cowen)
HL +2% (upgraded to Market Perform from Underperform at BMO Capital)
Gapping down
In reaction to disappointing earnings/guidance:
ACIA -16.6%, KBR -10.2%, ZOES -10%, ALDR -8.7%, HPE -8.2%, BGS -6.2%, CECO -5.7%, ACHN -5.7%, ACHC -5.2%, ASPN -5.1%, BNFT -4.8%
GIFI -4.6%, DGI -4.6%, BRFS -4.4%, SPLK -4.2%, PLUG -4.2%, RBS -4%, IMAX -3.7%, NCMI -3.5%, CENX -3.5%, LGND -3.2%, GLPG -3%, NVRO -2.9%
HLF -2.9%, (to form a JV w/ Tasly Holding Group ), EYEG -2.5%, MGA -2.5%, SWN -2.3%, PEB -1.7%, NSU -1.4%, BIDU -1.3%, SPXC -1.2%, SSP -1.1%
RDUS -1%, TWOU -1%, HTGC -1%, TERP -1%
M&A news:
HCLP -9% (acquires Permian Basin Sand, Whitehall facility and remaining interest in augusta facility for a total consideration of $415 million; commences a primary public offering of 20,500,000 common units representing limited partnership interests in the Partnership)
Select EU financial related names showing weakness in sympathy with RBS and Standard Chartered earnings:
DB -3.1%, CS -2.5%, ING -2.4%, BCS -1.9%
Select metal producers trading lower:
VALE -2.7%, BBL -2.4%, BHP -2.3%, X -2%, RIO -1.8%, .
Select ACIA peers trading lower in sympathy:
IIVI -3.7%, OCLR -2.9%, FNSR -1.1%, IPHI -0.9%, LITE -0.9%, INFN -0.7%, NPTN -0.5%, .
Other news:
NAO -26.8% (commences public offering of 33,333,333 common share; also intends to grant the underwriters a 30-day option to purchase 5,000,000 additional common shares)
SMCI -5.5% (receives notice that Apple (AAPL) has cut ties with co as supplier, according to The Information article)
WSO -5.1% (United Technologies announces the commencement of an underwritten secondary offering of 4,235,685 shares of common stock of Watsco)
NVDA -3.4% (continued weakness)
PFGC -3.3% (prices 13.5 mln common stock offering by certain of its stockholders, including affiliates of The Blackstone Group (BX), at $23.50/share)
CELG -1.7% (President and COO Jackie Fouse, PH.D. to retire effective June 30, 2017; co has promoted Scott Smith to President and COO)
PAGP -0.9% (upsizes offering by 8 mln shares and prices 42 mln shares of Class A shares for gross proceeds of $1.3 bln)
Analyst comments:
YY -2% (downgraded to Underweight from Equal-Weight at Morgan Stanley)
SFUN -1.7% (downgraded to Equal-Weight from Overweight at Morgan Stanley)
RIG -1.5% (downgraded to Sell from Hold at Pareto Securities)
GS -1.5% (ddowngraded to Sell from Hold at Berenberg)
HTGC -1% (downgraded to Mkt Perform from Outperform at Raymond James)
Briefing.com
