Аналитика на 18 июля

Аналитика на 18 июля

 
Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на положительной территории.

 

SPY (внутридневной график)  рост   на   премаркете. Сопротивление: 168.50    Поддержка: 167.75     
 
 
Премаркет NYSE/NASDAQ:
 
Gapping up:

• In reaction to strong earnings/guidance: SIFY +25%, MYE +19.1%, (light volume), CY +7.7%, SVU +6.8%, PLXS +6.2%, SNDK +4.5%, JCI +4.5%, MS +4%, SLM +3.9%, (also authorized $400 million to be utilized in a new common share repurchase program that doesnot have an expiration date), XLNX +3.8%, NE +3.6%, BX +2.5%, IBM +2.3%, UNH +2.2%, AF +1%.
• M&A news: DELL 2.5% (shareholder vote to be held today).
• Select metals/mining stocks trading higher: GFI +1.7%, IAG +1.6%, HMY +1.5%, AU +1.3%, NEM +1%, ABX +0.9%.
• Other news: TTHI +29.6% (FDA grant Fast Track Designation to ELND005 for the treatment of neuropsychiatric symptoms in Alzheimer's disease ), REDF +21% (in sympathy with SIFY) GLUU +6.1% (disclosed last night that the co and MGM Interactive entered into a warrant initially exercisable to purchase up to 3,333,333 shares of the co's common stock at an initial exercise price of $3.00 per share ), SOL +2.9% (announced its Polycrystalline Silicon Terrestrial PV Module line has been listed by Underwriters Laboratories as meeting the applicable standards of the Japanese market), BERY +2% (prices 15 mln share secondary offering by certain funds of Apollo Global Mgmt (APO) at $21.63 per share), RDN +2% (still checking), TSLA +1.8% (Bloomberg.com story discusses GM concerns with TSLA as potential 'disruptive force' ), ALTR +1.4% (following XLNX results), PSTI +1.3% (announced that the NIAID has recommended co to expand the scope of its ongoing animal research using PLX-RAD cells for the treatment of acute radiation syndrome).
• Analyst comments: QSII +2.3% (upgraded to Equal-Weight at Morgan Stanley, upgraded to Neutral at JP Morgan), FST +2.3% (upgraded to Equal-Weight from Underweight at Morgan Stanley), STJ +1.3% (tgt raised by several analysts following earnings; to $55 from $51 at Credit Suisse and to to $60 from $49 at JPMorgan), EW +0.8% (upgraded to Outperform at Northland Capital).

Gapping down:

• In reaction to disappointing earnings/guidance: JAKK -20.8%, GILT -8.9%, SCSS -7.6%, EBAY -6.5%, ERIC -4.5%, (light volume), SHW -4.5%, TSM -3.2%, INTC -2.9%, PM -2.5%, NOK -2.2%, CYS -1.7%, HBAN -1.7%, AXP -1.4%, SAP -1.4%, KEY -0.9%.
• Other news: ONVO -2.8% (files for $100 mln mixed securities shelf offering ), CELG -2.3% (will discontinue Phase III ORIGIN trial in previously untreated elderly patients with B-cell chronic lymphocytic leukemia), BUD -1.8% (still checking), AMZN -1% (following EBAY results), NFLX 0.6% (Carl Icahn says he has not sold any Netflix or Herbalife (HLF) shares at CNBC Delivering Alpha conference).
• Analyst comments: HK -3.3% (downgraded to Underweight at Morgan Stanley), ASML -0.8% (downgraded to Neutral at Piper Jaffray).

 
 
Отчеты компаний:
 
Сегодня перед открытием: AMRB   AN   APH   BAX   BBT   BLK   BLX   BPOP   BX   CHKP   CY   CYS   DGX   DHR   DOV   FCS   FITB   GMT   HAWK   HBAN   HOMB   IIIN   JCI   KEY   MS   MYE   NTCT   NUE   ORB   PM   POOL   PPG   PVTB   SCHL   SEIC   SFNC   SHW   SIFY   SIX   SNA   SON   SWY   SYK   SYNT   TZOO   UNH   UNP   UTEK   VZ   WAFD   WSO
Вчера после закрытия:  AF   ALB   AXP   BPFH   CATY   CCK   CLB   CNS   CVBF   EBAY   EPB   EWBC   GHL   HNI   IBM   INTC   JAKK   KMI   KMP   KMR   LHO   NE   PCBK   PFBC   PLXS   PTP   RLI   SCSS   SLM   SNDK   STLD   SVU   UFPI   UMPQ   VMI   XLNX   ZHNE
 
Торговые идеи NYSE и NASDAQ:
 
 
EBAY – шорт при пробое минимумов премаркета, при закреплении выше 54.00 возможен лонг.
INTC – лонг выше 23.50, шорт ниже уровней премаркета.
SNDK – шорт ниже 61.00
SLM – шорт от 26.00
ALTR – лонг при закреплении выше 36.00
SCSS – лонг выше 25.00, ниже 24.00 смотрим акцию в шорт.
JCI – лонг выше максимумов премаркета
 
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