Аналитика NYSE на 27 августа

• Европейские индексы изменяются разнонаправлено.  

• In reaction to strong earnings/guidance: CCCR +21%, SBLK +16.9%, ANFI +14.5%, DLIA +8.8%, MOV +4.7%, BWS +4.2%, SAFM +3.8%, TIF +1.6%, DSW +1.1%.
• M&A news: AKRX +5.5% (Acquiring HITK for $43.50/sh, HITK — still halted).
• Select metals/mining stocks trading higher: KGC +3.4%, NEM +2.9%, ABX +2.8%, AU +2.7%, AUY +2.6%, GDX +2.5%, GG +2.4%, GLD +1.4%.
• Other news: CPRX +51.4% (receives Breakthrough Therapy Designation from FDA for Firdapse for the treatment of LEMS), MY +7.5% (cont strength — light vol), OREX +4.6% (prepares for the Light Study interim analysis based on direction from Data Monitoring Committee), MNKD +2.2% (discloses update on Affinity 1 and Affinity 2 Trials in FAQ), FTNT +1.5% (postive MadMoney mention), SGMO +1.4% (to acquire Ceregene, a privately held biotech company), PANW +1.1% (postive MadMoney mention), .
• Analyst comments: SB +3% (upgraded to Buy from Neutral at BofA/Merrill), QIHU +0.9% (upgraded to Buy from Hold at Jefferies, upgraded to Outperform from Neutral at Exane BNP Paribas), SCSS +0.6% (upgraded to Buy from Neutral at Longbow).

• In reaction to disappointing earnings/guidance: LDK -9.8%.
• Select EU financial related names showing weakness: ING -3.7%, RBS -3.1%, DB -2.3%, BBVA -2%, SAN -2%, HBC -1.7%.
• Select Solar stocks trading lower in sympathy with LDK: TSL -5.5%, YGE -3.7%, SOL -3.1%, FSLR -1.9%.
• Other news: FFHL -23.3% (co has become aware that the first public auction by which the Company's controlling shareholder), ACUR -18.7% ( announces top-line results of a clinical study assessing abuse liability: results for primary endpoint were not statistically significant), AUDC -5.9% (still checking. Presenting at ITEXPO today), PTR -5.1% (reports out indicate execs being investigated), TTM -3.9% (India Market -3.2% overnight), CRH -3.1% (trading ex-div), DDD -2.9% (pulling back from yesterdays +8.5% gain), LCC -2.2% (ongoing merger/ch 11 bankruptcy spec), JCP -1.9% (Bill Ackman's Pershing Square files to sell stake in JCP), PSTI -1% (still checking).
• Analyst comments: APA -1.5% (downgraded to Neutral at Guggenheim; tgt lowered to $92 from $104).

• BBY – шорт ниже 35.00
• ABX – лонг выше 21.00
• WFM – шорт ниже 52.00
• TIF– шорт ниже 82.50, лонг при закреплении выше 83.00

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