>>> US Gapping down



Gapping down
In reaction to disappointing earnings/guidance
: KMB -2.6%, HAL -1.6%, T -0.4%

Select EU financial related names showing weakness: LYG -4.1%, DB -3.8%, BCS -3.5%, HSBC -1.9%, ING -1%


Select oil/gas related names showing early weakness: SDRL -5.9%, CHK -5.7%, WLL -5.4%, PBR -5.3%, ETE -4.8%, MRO -3%, TOT -2.9%, BP -2.4%, COP -2.4%, KMI -2.2%, RIG -2.1%, RDS.A -2%, STO -1.6%, SLB -1.5%, XOM -1.4%

Other news: OMED -43% (updates on tarextumab phase 2 pancreatic cancer trial; DSMB recommended that the study proceed to completion without modification, but informed co of several findings regarding futility of the trial), NVAX -7.9% (proposes offering of $200 mln of convertible senior notes due 2023), MDVN -7.5% (discloses partial clinical hold on its IND for MDV9300), TWTR -5.2% (confirms various executive departures), MNKD -5.2% (modest pull back following Friday's move), WMB -3% (announces 2016 Capital and Financing Plan; Funding needs of $2 bln, down approx $1 bln from prior plans), ZFGN -2.7% (modest pull back following Friday's move), ZINC -2.6% (temporarily idling its Mooresboro, North Carolina zinc production facility), CEL -2.4% (announced the receipt of a labor dispute announcement by the Histadrut)

Analyst comments: KS -5.8% (downgraded to Underperform from Neutral at Macquarie), WRK -5.2% (downgraded to Neutral from Buy at BofA/Merrill), PKG -4.8% (downgraded to Neutral from Buy at Citigroup), IP -4.5% (downgraded to Neutral from Buy at Citigroup), CAT -3.7% (downgraded to Sell from Neutral at Goldman), MOS -3.6% (downgraded to Neutral from Overweight at JP Morgan), WFM -3% (downgraded to Underperform from Market Perform at BMO Capital), POT -3% (downgraded to Neutral from Overweight at JP Morgan), AEO -2.7% (downgraded to Hold from Buy at BB&T Capital Mkts), REGN -2.7% (downgraded to Sell from Neutral at Chardan Capital Markets), CMI -1.6% (downgraded to Neutral from Buy at Citigroup), JPM -1% (downgraded to Neutral from Buy at Nomura)