Аналитика на 23 апреля

Спайдер растет перед открытием торгов на NYSE.  

• Европейские индексы на положительной территории.
• Nikkei  -0.29%

SPY (внутридневной график)  рост  на  на премаркете. Сопротивление 157.00-157.50 Поддержка: 156.50-156.00
 
Ожидаемая макроэкономическая статистика:

• Markit Manufacturing PMI- Prelim (9am)- Prior 54.6
• February FHFA Housing Price Index (9am)- Prior +0.6%
• March New Home Sales (10am)- Briefing.com consensus 415K

ПремаркетNYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: NFLX +22.7%, COH +13.1%, ILMN +7% (also tgt to $55 from $52 at Wedbush, tgt to $72 from $59 at Credit Suisse), SWFT +6.9%, ARMH +6.6%, STM +5.9%, TRV +4.9%, (also confirms its Board of Directors approves 9% increase in the company's regular quarterly dividend per share to $0.50), NXPI +4.8%, DAL +4.4%, XOOM +4.1%, RF +3.5%, AOS +3.3%, (light volume), LMT +2.2%, ACI +2%, TXN +0.5%, LCC +0.5%,.
 
M&A news:
MEMS (halted, MEMSIC to be Acquired by IDG-Accel China Capital II and Affiliates for $4.225 per share in cash).
 
Select financial related names showing strength: SAN +3% (upgraded to Neutral from Sell at UBS), RBS +2.5%, BBVA +2.1%, ING +2%, DB +1.9%, AIG +1.5%, MS +1.4% (upgraded to Buy from Neutral at Sun Trust Rbsn Humphrey), BAC +0.7% ( discloses buying 20K shares at $11.48-11.54 on 4/18, worth ~$200K, upgraded to Overweight from Equal Weight at Morgan Stanley), BCS +0.7%.
 
Other news: CVM +8.2% (updates Phase III Clinical Trial; Ergomed Group to fund up to $10 million of clinical expenses under Co-Development Agreement), VECO +7.8% (reports Q1 bookings/metrics; shipments declined sharply QoQ in MOCVD and Data Storage), AIXG +7.4% (following ARMH results and VECO guidance), CLSN +4.6% (http://finance.yahoo.com/news/transalta-reports-solid-first-quarter-114500658.html), AMRN +3.4% (Amarin announces FDA acceptance of Supplemental New Drug Application for Vascepa for the treatment of patients with high triglycerides with mixed dyslipidemia), KORS +3.1% (up on COH results), CLMT +1.2% (increased quarterly cash distribution by 4.6% to $0.68 per unit from $0.65 per unit),CLDX +0.5% (SAC Capital Advisors discloses 5.4% passive stake in 13G filing).
 
Analyst comments: TOL +2.5% (upgraded to Overweight from Equal Weight at Barclays), CAT +1.3% (upgraded to Overweight from Neutral at JPMorgan), MT +1% (upgraded to Buy from Neutral at Nomura ), INFA +1% (upgraded to Neutral from Underperform at Credit Suisse), PHM +1% and LEN +0.2% (upgraded to Overweight from Equal Weight at Barclays)
Gapping down:
BEAT -11.2% (thinly traded), IRWD -10.6%, RSH -7.6% (light volume), RCII -6.4%, VLTR -1.9% (light volume), IR -1.9%, PCAR -1.7%, PII -1.5%, RAI -0.9% (light volume).
 
Select metals/mining stocks trading lower: GOLD -3.3%, SLV -2.7%, GDX -2%, RIO -1.9%, GG -1.5%, EGO -1.5%, GLD -0.7%.
 
A few oil/gas related names showing early weakness: IOC -2.6% (InterOil announces the retirement of CEO Phil Mulacek; effective Apr 30), STO -2%, BP -0.9%, E -0.8%.
 
Other news: AAN -3.7% (following RCII results), PHG -2.5% (following earnings yesterday), IBIO -2.1% ( announces proposed public offering, size not disclosed).
 
Analyst comments: RCI -8.9% (ticking lower, downgraded to Neutral from Outperform at Credit Suisse), RATE -4.1% (downgraded to Sell from Neutral at Goldman), ALV -1.5% (downgraded t
Отчетыкомпаний:
 
Сегодняпередоткрытием:  ACI   AKS   AOS   APD   ASTE   AXE   CIT   CNC   COH   CPLA   DAL   DD   DFS   DHX   EAT   ENTG   FCF   FMER   FRX   GCI   GNTX   GPI   GSBC   IDXX   IIVI   IR   IRWD   ITW   JCI   JNS   LCC   LECO   LEE   LMT   LRY   LXK   MOLX   ORB   PCAR   PCH   PII   PMT   PNR   R   RAI   RF   RSH   SAH   SBNY   SNV   ST   STBA   TRV   TWIN   UTX   WAT   WDR   XRS   XRX
Вчерапослезакрытия: ACE   AMP   BANR   BBCN   BXS   CR   CTGX   DEL   EGBN   ELS   FDEF   FIBK   HSTM   HXL   IBCP   ICUI   IEX   IIN   ILMN   MBFI   NFLX   NXPI   PBNY   PEI   PKG   PLXT   RBNF   RCII   SWFT   TRST   TXN   UCTT   USTR   VECO   VLTR   WERN   WWD   ZION
Торговые идеи NYSEи NASDAQ:
ILMN– отчет, лонг выше 59.50, ниже 58.00 открываем короткие позиции.
COH– отчет, если акция найдет поддержку выше 58.00 – лонг с потенциалом 1-2 доллара. Шорт можно рассматривать при наличии сопротивления ниже 57.00
CREE– лонг выше цены открытия. Отчет сегодня после закрытия рынка.
DD – отчет, лонг выше 51.00
NXPI– шорт ниже 26.00, выше хая премаркета 27.25 возможен лонг с потнециалом 50 центов.
SWFT– шорт ниже максимума премаркета.
 
Другие интересные акции: LXK,ST,EAT,CIT,PCAR
 
Оригинал статьи:http://shark-traders.com/blog/analitika-na-23-aprelya/