>>> US After Hours Summary: Seeing broad-based strength on Trump plan

After Hours Summary: Seeing broad-based strength on Trump plan to re-open economy; also positive GILD news is boosting market as well

After Hours Gainers:

Several beaten down industries are moving higher on Trump phased plan to re-open economy:

  • Restaurants: MCD, SBUX, CMG, YUM, DPZ, DRI, WEN, EAT, TXRH, PZZA, CBRL, JACK, CAKE, CHUY
  • Cruise Lines: CCL, RCL, NCLH
  • Airlines: AAL, ALGT, ALK, BA, DAL, HA, JBLU, LUV, SAVE, UAL
  • Hotels: CHH, DRH, H, IHG, MAR, SHO
  • Casinos: LVS, MGP, WYNN, VICI, MGM, MLCO, TSG, GLPI, CZR, BYD, PENN, MCRI
  • Event Planning: LYV
  • Ride Share companies: LYFT, UBER
  • Amusement Parks: SIX, FUN, DIS
  • Health Clubs: PLNT

Companies trading higher in after hours in reaction to earnings/guidance: UBER +8.5% (withdraws 2020 guidance), FUN +8.3% (outlines COVID-19 response; withdraws long-term financial guidance; suspends quarterly distribution), ISRG +5.4%, MRTN +3.7%, AMWD +1.8% (withdraws fiscal 2020 outlook)

Companies trading higher in after hours in reaction to news: BCRX +24.7% (in sympathy with GILD), CEQP +23.2% (maintains distribution of $0.625 per unit; reduces cap-ex by over $40 mln), MRNA +17.6% (announces award from US govt to accelerate development of the co's mRNA vaccine candidate), GILD +15.9% (early trial data said to suggest that COVID-19 patients are responding to treatment with remdesivir, according to Stat News), JWN +12% (announces additional measures to strengthen its financial position), BA +9.8% (to resume production of Commercial Airplanes in Puget Sound facilities next week), JACK +8.1% (names new CEO), EOLS +5.6% (announces pre-emptive plan to support US aesthetic neurotoxin market in light of the COVID-19 pandemic), TXT +5.1% (awarded $390 mln Navy contract), LULU +4.1% (announces departure of CFO), AAPL +3.3% (higher following comments from company wide meeting), FB +2.9% (cancels large physical events through June 2021), TGT +1.5% (enters into $900 mln unsecured revolving credit facility)

After Hours Losers:

Companies trading lower in after hours in reaction to earnings/guidance: WAL -11.3%, CUTR -8.9% (guides Q1 revs below consensus, also announces stock offering)

Companies trading lower in after hours in reaction to news: NLS -9.9% (Trump plan to re-open economy allows for gyms to re-open), PTON -7.2% (Trump plan to re-open economy allows for gyms to re-open)