>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance:
  • USNA -19.2%, TDW -16.7%, (also updates status of discussions with lenders and notehoders), SPSC -13.3%, TCX -11.5%, ORBK -9.3%, WAIR -6.7%
  • DRYS -6.6%, ZG -6.5%, GILD -6.3%, CG -5.5%, NTGR -4.8%,ULTI -4.5%, PAA -4%, BWLD -4%, AKAM -3.7%
  • URBN -2.9%, (reports prelim Q4 (Jan) sales of $1.03 bln vs. $1.05 bln Capital IQ Consensus Estimate), TCS -2.8%
  • ABB -2.8%, AWRE -2.7%, MDLZ -1.3%, LPX -1.3%, NEWR -1.2%
M&A news:
  • PE -7.3% (to acquire oil/gas properties in Midland Basin from Double Eagle Energy Permian for approx $2.8 bln, prices 36 mln shares of Class A common stock for total gross proceeds $1.116 bln)
Select EU financial related names showing weakness:
  • CS -3.3%, SAN -2.2%, BBVA -2.1%, DB -1.9%, HSBC -0.8%
Select oil/gas related names showing early weakness:
  • PBR -1.7%, RDS.A -1.5%, RIG -1.1%, CHK -0.8%, SDRL -0.6%
Other news:
  • GALE -22.1% (to issue/sell shares of common stock and warrants to purchase shares of common stock; amends Purchase Agreement with Lincoln Park Capital to decrease the value of common stock of the Company that it may sell to Lincoln Park from $55 mln to $15.6 mln)
  • EYES -12.7% (pulling back following yesterday's 78% move higher)
  • CHRS -9% (commences an underwritten public offering of $125,000,000 of shares of its common stock)
  • GMLP -6.7% (prices offering of 4.5 mln common units for gross proceeds of $103.5 mln)
  • DCIX -4.4% (DRYS sympathy)
  • AMC -4.3% (upsizes and prices offering of 19,047,619 shares of Class A common stock at $31.50 per share)
  • FXCM -4.3% (Gain Capital enters into definitive agreement to acquire the client base of FXCM's U.S. operations; terms not disclosed)
  • NE -2.1% (possibly TDW sympathy)
  • PVG -0.8% (is offering $90,000,000 aggregate principal amount of unsecured convertible senior subordinated notes due 2022 pursuant to private placement)
Analyst comments:
  • YY -0.8% (initiated with Hold at Jefferies)