Аналитика на 29 мая

Спайдер снижается перед открытием торгов на NYSE.  

• Европейские индексы на отрицательной территории.

SPY (внутридневной график)  паднеие  на   премаркете. Сопротивление: 165.50  Поддержка: 164.75
 
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: GWRE +6.9%, WTSL +6.7%, PWRD +4.3%, TFM +4.2%, MOV +3.5% (light volume), KORS +3.1%.
 
M&A news: STEI +40.7% and SCI +2.2% (Stewart Enterpr to be acquired by Service Corp for $13.25 per share in cash), SFD +23.2% (Smithfield Foods and Shuanghui International confirm strategic combination, SFD shareholders to receive $34/share in cash; transaction is expected to close in 2H 2013).

 
Select metals/mining stocks trading higher: AUY +2.6%, EGO +1.7%, RIO +1.5%, GDX +1.4%, BHP +1.1% (BHP Billiton says the coking coal market is well supplied, according to reports),  GLD +0.9%, ABX +0.8% (Midway Reports 361 Meters of 1.47 gpt Gold by Barrick (ABX) at Spring Valley, Nevada),  AU +0.7%.
 
Other news: TNGO +5.7% (S&P SmallCap 600 index — TNGO will replace HOTT), BLDP +3.8% (signs non-binding MOU With Azure Hydrogen for fuel cell bus development), TI +3.4% (being attributed to potential near-term spin-off transaction), IPXL +3.3% (S&P SmallCap 600 index — IPXL will replace CYMI), TSN +3.2% and PPC +1.1%  (up with SFD), WLH +2.9% (Paulson Property Management discloses 10.6% active stake in 13D filing), DEG +2.1% ( announces agreement on sale of Sweetbay, Harveys and Reid's), NYMT +1.5% (announces pricing of public offering of 7.75% Series B cumulative redeemable preferred stock), SLM +1.2% (Sallie Mae appoints Jack Remondi Chief Executive Officer, announces strategic plan to create separate education loan management and consumer banking companies), KTCC +0.9% (acquires Sabre Manufacturing for ~$5.1 mln in cash), TSLA +0.6% (continued strength), APA +0.4% (late strength on reports APA is exploring the sale of a minority stake in its Gulf of Mexico shelf assets).
 
Analyst comments: MM +3.4% (offers most attractive risk/reward under coverage — Oppenheimer), SONS +3.1% (upgraded to Buy from Hold at Jefferies), ENOC +1.3% (upgraded to Strong Buy from Outperform at Raymond James), DNR +0.9% (upgraded to Outperform from Neutral at Credit Suisse)
Gapping down:
In reaction to disappointing earnings/guidance: TSL -13.1%, BAMM -7.5% (light volume), CHS -6.4%, ENS -2% (light volume), UNFI -1.9% (light volume), PEP -0.5%, (light volume), MON -0.1%.
 
European drug names showing early weakness: GSK -2.1%, SHPG -1.7%, NVS -1.2%
 
A few Japan related names are trading lower: SNE -3.2%, HMC -2.6%, TM -2.6%, NMR -2.3%, CAJ -2.1%, MFG -1.8%, MTU -0.8%
 
Solar names are under pressure following TSL results: LDK -7.5%, YGE -7.2%, JASO -4.4%, CSIQ -4.3%, SOL -3.7%, WFR -2.5%, RSOL -2.4%, SPWR -1.2%, FSLR -1.2%,
 
Other news: CYBX -4.7% (recieves CMS letter declining the company's request to reconsider 2007 National Coverage Determination; announces response to submission for reconsideration of coverage of VNS Therapy in treatment-resistant depression ), NGG -3.9% (still checking), IRC -3% (intends to offer 9,000,000 shares of its common stock in an underwritten public offering), AEC -2.6% (announces offering of common shares on a forward basis), UBS -1.2% (still checking), GMCR -0.8% (Green Mtn Coffee and International Coffee & Tea announce the cos have reached a multiyear agreement to make The Coffee Bean & Tea Leaf brand available in K-Cup packs for the Keurig single cup brewing system), N -1.5% (Announces Proposed Private Offering Of $270 mln Convertible Senior Notes due 2018).
 
Analyst comments: BRCD -3.3% (downgraded to Underweight from Equal Weight at Morgan Stanley), WMC -1.6% (downgraded to Neutral from Buy at Citigroup), PT -1.5% (light volume, downgraded to Hold from Buy at Berenberg), JMI -0.9% (downgraded to Neutral from Buy at Citigroup)
Торговые идеи NYSEи NASDAQ:
GWRE– лонг выше 44.00
KORS– лонг выше 64.00
CHS– лонг выше 18.25
 
Оригинал статьи:http://shark-traders.com/blog/analitika-na-29-maya/