Спайдер повышается перед открытием торгов на NYSE.
- Европейские индексы на положительной территории.
(внутридневной график) рост на премаркете. Сопротивление: 169.90 Поддержка: 169.50
- In reaction to strong earnings/guidance: MTG +11.7%, WEN +6.3%, IRWD +6%, LXK +5.3%, SANM +4.9%, GIGM +4.2%, DD +3.9%, (explores strategic alternatives for Performance Chemicals) BTU +3.2%, TXN +2.9%, AMTD +2.8%, BEAV +2.6%, LMT +2.6%, RSH +2.4%, (misses by $0.29, beats on revs; Announces CFO transition) STBA +2.2%, OFG +1.9%, FCX +1.9%, USTR +1.5%.
- M&A news: FIRE +29% (Cisco (CSCO) to acquire Sourcefire (FIRE) for $76 in cash), TEF +1.8% (KPN (KKPNY) announced that E-Plus will be sold to Telefonica Deutschland for a consideration of EUR 8.1 billion), TI +6% (TEF peer), ORAN +3.1% (TEF peer), CSE +20.5% (co and PacWest (PACW) agree to merge; CapitalSource shareholders to receive $2.47 in cash and $0.2837 shares of PacWest common stock (total value of ~$11.64 per share), PACW +4.3.
- Select FIRE peers showing strength: FTNT +7.1%, PANW +7%, CHKP +1.1%, SYMC +0.7%.
- Other news: ARRY +14.2% (announces ARRY-502 met primary and key secondary endpoints in asthma study; 6.8% improvement in FEV1 versus placebo in pre-specified Th2 biomarker subset representing half of treated patients), NQ +8.2% (announces a strategic distribution contract with Baidu (BIDU)), NAT +8.1% (strength attributed to MadMoney mention), SOL +5.7% (confirmed it has been awarded the highest possible credit rating by China Export & Credit Insurance Corporation), RDN +5.4% (in sympathy with MTG earnings), GNW +4.1% (in sympathy with MTG earnings), WWAV +3.7% (mentioned positively by Jim Cramer on 'Mad Money'), ALSK +3.2% (cont strength), SAN +2.1% (Banco Santander and Peugot SA (PEUGY.PK) in talks about JV, according to reports), NOK +1.3% (announced the launch of Nokia Lumia 625), ALR +1.1% (files detailed presentation to ISS; urges stockholders to vote FOR Alere's New, Independent Nominees on the white proxy card).
- Analyst comments: COTY +1.2% (initiated with a Overweight at JP Morgan, initiated with a Overweight at Piper Jaffray), NMM +2.3% (upgraded to Overweight from Neutral at JP Morgan).
- In reaction to disappointing earnings/guidance: CTG -10.4%, PENN -7.3%, STM -5.9%, NFLX -4.3%, VLTR -3.8%, AKS -3.3%, ITW -3.4%, MO -1.6%, R -1.2%, (light volume), .
- Other news. USU -8.2% (pullback following 150%+ move yesterday), RYAAY -2.8% (sold 29% stake in Aer Lingus), CSTR -2.5% (following NFLX results), PNK -2.0% and BYD -1.2% (in sympathy with PENN earnings)
- Analyst comments: QSII -5.2% (downgraded to Underperform from Mkt Perform at Raymond James), BRCM -2.3% (downgraded to Neutral at DA Davidson) ISIS -1.4% (downgraded to Underweight from Neutral at Piper Jaffray), JDSU -1.7% (early weakness being attributed to analyst downgrade).
Сегодня перед открытием: ABG AKS AMTD APD ASTE AVY AXE BEAV BTU CIT CNC CPLA CSL DD DPZ EDU ENTG EXAS FCX FMER FRX GSBC HAFC IDXX IRWD ITW LEE LMT LXK MO MTG NEOG PCAR PENN PII PNR R RDCM RF RSH SAH SBNY SIAL ST STBA TCB TRV UPS UTX VLO WAT WEN
Вчера после закрытия: BBCN BXS CR CTG CTS CVGI EGBN ELS FIBK GLF HLX HSTM HXL IEX MBVT NFLX OFG PLXT PRK RCII SANM SBFG TRST TXN UCTT USTR VLTR WASH WERN WIBC WRB ZION
Торговые идеи NYSE и NASDAQ:
- DD – лонг выше уровней премаркета.
- TXN – ниже 38.00 смотрим акцию в шорт, лонг выше максимумов премаркета.
- PANW – лонг выше максимума премаркета, ниже 53.00 – шорт.
- LXK – лонг выше максимума премаркета.
- FTNT – шорт ниже 22.00
- PENN – шорт ниже 50.00, лонг выше максимума премаркета.