>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance
:

  • GWRE -13.8%, ZM -7.3%, CMTL -6.9%, CMD -5.2%, BLDP -4.9%, BLDP -4.9%, KTB -4.5%, BJ -4.4%, SPLK -4.1%, PLUG -3.4%, VERI -2.1%, BURL -1.5%

M&A news:

  • MEET -8.9% (to be acquired by ProSiebenSat.1 (PBSFF) and General Atlantic for $6.30 per share in cash)
  • ALGN -2.4% (to acquire exocad Global Holdings)

Select travel related names showing weakness:

  • CCL -4.3%, AAL -3.2%, DAL -3.1%, UAL -2.8%, LUV -2.2% (expects Q1 operating revenues to be negatively impacted in the range of $200-300 mln, and RASM to be in the range of down 2% to up 1% vs prior guidance of increase of 3.5-5.5%; co has experienced a significant decline in demand, which is assumed to be attributable to concerns relating to reported cases of COVID-19) RCL -2.2%

Select oil/gas related names showing early weakness:

  • TOT -2.5%, RDS.A -1.8%, XLE -1.6%, BP -1.5%, XOM -1.2%, HAL -1.2%, SLB -1%, PSX -0.8%

Other news:

  • CGC -4.4% (to close two Canadian greenhouses)
  • NOK -2.6% (collaborates with Intel (INTC) on silicon technology innovations for 5G New Radio and cloud infrastructure)
  • KDP -2.4% (commences public secondary offering of 37.5 mln common shares by selling shareholders)
  • AQUA -2.1% (launches offering of 13 mln shares by certain shareholders)
  • SNN -1.5% (announces that Graham Baker will step down from the Board and his position as CFO on April 30, 2020 in order to take up a new CFO role outside the healthcare sector)

Analyst comments:

  • ALXN -3% (downgraded to Neutral from Buy at BofA/Merrill)
  • CHKP -2.4% (downgraded to Sell from Neutral at Goldman)
  • MRNA -1.1% (downgraded to Neutral from Buy at BofA/Merrill)