Аналитика на 23 июля

 

Спайдер повышается перед открытием торгов на NYSE.

 

 

• Европейские индексы на положительной территории.

 
SPY (внутридневной график)  рост   на   премаркете. Сопротивление: 169.90     Поддержка: 169.50
 
Премаркет NYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance: MTG +11.7%, WEN +6.3%, IRWD +6%, LXK +5.3%, SANM +4.9%, GIGM +4.2%, DD +3.9%, (explores strategic alternatives for Performance Chemicals) BTU +3.2%, TXN +2.9%, AMTD +2.8%, BEAV +2.6%, LMT +2.6%, RSH +2.4%, (misses by $0.29, beats on revs; Announces CFO transition) STBA +2.2%, OFG +1.9%, FCX +1.9%, USTR +1.5%.
• M&A news: FIRE +29% (Cisco (CSCO) to acquire Sourcefire (FIRE) for $76 in cash), TEF +1.8% (KPN (KKPNY) announced that E-Plus will be sold to Telefonica Deutschland for a consideration of EUR 8.1 billion), TI +6% (TEF peer), ORAN +3.1% (TEF peer), CSE +20.5% (co and PacWest (PACW) agree to merge; CapitalSource shareholders to receive $2.47 in cash and $0.2837 shares of PacWest common stock (total value of ~$11.64 per share), PACW +4.3.
• Select FIRE peers showing strength: FTNT +7.1%, PANW +7%, CHKP +1.1%, SYMC +0.7%.

• Other news: ARRY +14.2% (announces ARRY-502 met primary and key secondary endpoints in asthma study; 6.8% improvement in FEV1 versus placebo in pre-specified Th2 biomarker subset representing half of treated patients), NQ +8.2% (announces a strategic distribution contract with Baidu (BIDU)), NAT +8.1% (strength attributed to MadMoney mention), SOL +5.7% (confirmed it has been awarded the highest possible credit rating by China Export & Credit Insurance Corporation), RDN +5.4% (in sympathy with MTG earnings), GNW +4.1% (in sympathy with MTG earnings), WWAV +3.7% (mentioned positively by Jim Cramer on 'Mad Money'), ALSK +3.2% (cont strength), SAN +2.1% (Banco Santander and Peugot SA (PEUGY.PK) in talks about JV, according to reports), NOK +1.3% (announced the launch of Nokia Lumia 625), ALR +1.1% (files detailed presentation to ISS; urges stockholders to vote FOR Alere's New, Independent Nominees on the white proxy card).
• Analyst comments: COTY +1.2% (initiated with a Overweight at JP Morgan, initiated with a Overweight at Piper Jaffray), NMM +2.3% (upgraded to Overweight from Neutral at JP Morgan).

Gapping down:

• In reaction to disappointing earnings/guidance: CTG -10.4%, PENN -7.3%, STM -5.9%, NFLX -4.3%, VLTR -3.8%, AKS -3.3%, ITW -3.4%, MO -1.6%, R -1.2%, (light volume), .
• Other news. USU -8.2% (pullback following 150%+ move yesterday), RYAAY -2.8% (sold 29% stake in Aer Lingus), CSTR -2.5% (following NFLX results), PNK -2.0% and BYD -1.2% (in sympathy with PENN earnings)
• Analyst comments: QSII -5.2% (downgraded to Underperform from Mkt Perform at Raymond James), BRCM -2.3% (downgraded to Neutral at DA Davidson) ISIS -1.4% (downgraded to Underweight from Neutral at Piper Jaffray), JDSU -1.7% (early weakness being attributed to analyst downgrade).

 
 
Отчеты компаний:
Сегодня перед открытием: ABG   AKS   AMTD   APD   ASTE   AVY   AXE   BEAV   BTU   CIT   CNC   CPLA   CSL   DD   DPZ   EDU   ENTG   EXAS   FCX   FMER   FRX   GSBC   HAFC   IDXX   IRWD   ITW   LEE   LMT   LXK   MO   MTG   NEOG   PCAR   PENN   PII   PNR   R   RDCM   RF   RSH   SAH   SBNY   SIAL   ST   STBA   TCB   TRV   UPS   UTX   VLO   WAT   WEN
Вчера после закрытия: BBCN   BXS   CR   CTG   CTS   CVGI   EGBN   ELS   FIBK   GLF   HLX   HSTM   HXL   IEX   MBVT   NFLX   OFG   PLXT   PRK   RCII   SANM   SBFG   TRST   TXN   UCTT   USTR   VLTR   WASH   WERN   WIBC   WRB   ZION
 
Торговые идеи NYSE и NASDAQ:
 
 

• DD – лонг выше уровней премаркета.
• TXN – ниже 38.00 смотрим акцию в шорт, лонг выше максимумов премаркета.
• PANW – лонг выше максимума премаркета, ниже 53.00 – шорт.
• LXK – лонг выше максимума премаркета.
• FTNT – шорт ниже 22.00
• PENN – шорт ниже 50.00, лонг выше максимума премаркета.

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