>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance
:

  • PRGS -8.2%, AFYA -4.3%, LULU -4.1%, HTHT -1%

Other news:

  • AI -19.9% (provides update; will not declare Q1 common dividend)
  • BGCP -19.3% (provides operational update in light of COVID-19; reduces dividend)
  • CCL -10.7% (continued volatility in the space)
  • RCL -8.6% (continued volatility in the space)
  • NCLH -8.1% (continued volatility in the space)
  • HTZ -6.1% (provides COVID-19 business update)
  • VMW -5.3% (withdraws guidance)
  • HLT -4.2% (suspends share buybacks and dividend payments)
  • RDFN -4.2% (Chairman sends letter to shareholders re liquidity and current inventory)
  • CAKE -3.3% (confirms it is not planning to pay rent on leases for the month of April 2020 at this time)
  • UTX -3.1% (DOJ announces divestitures needed to allow merger with RTN)
  • UAA -2.8% (provides COVID-19 financing update)
  • GPS -2.7% (withdraws FY20 guidance, suspends dividend for remainder of FY20)
  • GM -2.6% (informs employees of salary cuts/deferrals -- CNBC; also, Reuters report that co will extend a shutdown of its North American plants)
  • DELL -2.5% (withdraws full year guidance)
  • SAVE -1.4% (provides COVID-19 update; also identified a material weakness in internal controls)
  • EQT -1% (suspends dividend)

Analyst comments:

  • SIG -8.1% (downgraded to Underperform from Neutral at BofA/Merrill)
  • HTZ -6.1% (downgraded to Underweight from Equal Weight at Consumer Edge Research)
  • HAL -5% (downgraded to Neutral from Overweight at Piper Sandler)
  • CAT -4.7% (downgraded to Neutral from Buy at BofA/Merrill)
  • JPM -3.8% (downgraded to Neutral from Buy at BofA/Merrill)
  • UAA -3% (downgraded to Hold from Buy at Stifel)
  • CAR -2.2% (downgraded to Equal Weight from Overweight at Consumer Edge Research)
  • DGX -2.1% (downgraded to Equal-Weight from Overweight at Morgan Stanley)
  • SLB -1.8% (downgraded to Neutral from Overweight at Piper Sandler)
  • I -1.6% (downgraded to Market Perform from Outperform at Cowen)
  • UPS -1.5% (downgraded to Hold from Buy at Berenberg)