SPY гэпает вверх в начале дня

Ближайший уровень поддержки по SPY – 200.50 уровень сопротивления – 200.85



EMES покупка выше 141

SLCA покупка выше 71.50

MNK покупка выше 80.50

BOBE смотрим на откат вверх

Gapping up/down: SPLK +7% and RALY +6% after eranings, CRTO +21% on M&A spec, TSLA +2% on deal with CHU, SSYS +1.5% after Buy initiation; ZOES -1% on earnings, GOMO -1% after dg at CS

Gapping up
In reaction to strong earnings/guidance: UEPS +17.9%, VEEV +12.2%, SPLK +6.7%, RALY +6.4%, ANFI +5.4%, AVGO +5.3%, PSUN +4.3%, BONA +3.9%, FRED +2.9%, CO +2.3%, OVTI +2.3%.

M&A news: CRTO +20.7% (may be attributed to Publicis (PUBGY) speculation), AZN +2.2% (reports that Pfizer (PFE) and AZN may have resumed merger talks),.


Select Biotech related names showing strength: FOLD +5.2%, AEZS +3.6%, KERX +0.7%, ACHN +0.5%.

Other news: DGLY +7.1% (continue momentum higher), BCRX +4.1% (receives additional NIAID funding to conduct a non-human primate study of BCX4430 in Ebola virus disease), RSH +3.5% (cont strength), CHU +3.4% (agreement with Tesla for charging stations), NXPI +3% (Apple and NXP Semi (NXPI) working on payment system technology for iPhone, according to reports), KNDI +2.1% (China considering new tax on gasoline to help electric car market, according to reports), TSLA +1.7% (has agreed to deal with China Unicom (CHU) for charging stations, according to reports)

Analyst comments: SSYS +1.5% (initiated with a Buy at Stifel), CRH +1.1% (upgraded to Buy from Neutral at Goldman)

Gapping down
In reaction to disappointing earnings/guidance: ZOES -1.3%, BIG -0.5%

Select Russia related names showing weakness (Russian stocks downgraded at Morgan Stanley): MBT -3.8% (also dg'd at DB, see below), RSX -1.3%, VIP -1%, YNDX -0.9%.

Other news: ISNS -6.6% (may be related to large shareholder selling shares), FRO -2.2% (cont weakness), NOAH -1.2% (still checking), MCHP -0.6% (co confirmed it is in preliminary discussions with CSR plc).

Analyst comments: MBT -3.8% (downgraded to Hold from Buy at Deutsche Bank), GOMO -1.2% (downgraded to Neutral from Outperform at Credit Suisse).