>>> US Gapping up


Gapping up
In reaction to strong earnings/guidance
: GBX +1.8%, STZ +1.3%

M&A news: BUD +2.8% (increases offer to acquire SABMiller (SBMRY) for GBP42.15 per share), CYBR +1.4% (acquires privately held Viewfinity for $30.5 mln in cash; expected to be accretive to non-GAAP EPS for 2016)

Select China related names showing strength: SOHU +3.4%, CMCM +3%, WYNN +2.4%, YY +2.1%, QIHU +2.1%, HSBC +2%, WUBA +2%, YNDX +1.7%

Select metals/mining stocks trading higher: MT +8.6%, HMY +5.4%, BBL +4.2%, BHP +3.8%, FCX +3.3%, AU +3.1%, VALE +3.1%, GOLD +2.9%, X +2.8%, AKS +2.5%, AA +1.9%

Select oil/gas related names showing strength: SDRL +5.9%, SD +4.8%, SSL +4.3%, BP +4.1%, DNR +3.9%, PBR +3.7%, TOT +3.5%, RIG +2.8%, RDS.A +2.7%, NE +2.5%, CHK +1.9%, COP +1.5%

Other news: MDCO +8.4% (co and SymBio Pharmaceuticals established a strategic partnership for IONSYS in Japan), DERM +5% (presents DRM01 Phase 2a trial data, showing the topline met all primary efficacy endpoints), CANF +3.6% (to deliver 2 presentations on its cancer drug CF102 on Oct 8-10 in Athens), AMRI +3% (extended Supply Agreement with GE Healthcare), CDE +2.5% (reported preliminary Q3 production of 3.8 mln ounces of silver and 85,658 ounces of gold, or 9.0 mln silver equivalent ounces; maintained FY15 production guidance), LINE +1.9% ( Linn Energy and LinnCo announces Board approval to suspend the companies' distribution and dividend, effective September 30, 2015), CLF +1.7% ( Terminates Pellet Supply Agreement with Essar Algoma ), EXAS +1.7% (modestly rebounding following yesterday's sell off), TWTR +1.4% (Prince Alwaleed Bin Talal discloses 5.17% passive stake in 13G filing), EXC +1.3% (late move higher on reports of DC announcement), POM +1.3% (late move higher on reports of DC announcement), PFE +1.3% (Pfizer and Merck KGaA (MKGAY) granted Fast Track designation by the FDA for avelumab for the treatment of metastatic Merkel cell carcinoma)

Analyst comments: RIO +8.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley), BHP +3.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley), CTRP +3.1% (upgraded to Buy from Neutral at BofA/Merrill), MPC +2.3% (upgraded to Outperform from Market Perform at Wells Fargo), UBS +1.6% (upgraded to Buy at BofA/Merrill), MS +1.2% (upgraded to Outperform at RBC Capital Mkts)