>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: CMCM +7%, YY +4.3%, IGT +4.3%

M&A news:
  • HW +17.5% (to be acquired by Boral Limited for $24.25 per share)
  • MSTX +15.6% (announced it has received several written indications of interest from privately-held companies)
  • LOCK +14.6% (to be acquired for $24 per share by Symantec (SYMC))
  • AMCC +10.3% (to be acquired by MACOM Technology Solutions (MTSI) for approx. $8.36/share)
Select shipping related names showing continued strength: RLOG +13.8%, DRYS +8.4%, DCIX +6.7%, ATW +6%

Select metals/mining stocks trading higher:
  • VALE +4.3%, GFI +3.1%, FCX +3%, AU +2.6%, AUY +2.6%, BBL +2.3%, GOLD +2%, BHP +1.9%, RIO +1.9%, NEM+1.6%, KGC +1.5%, ABX +1.3%, GDX +1.2%
Select oil/gas related names showing strength: CHK +4.4%, PBR +3.8%, WLL +3.5%, OAS +3%, BP +2%, TOT +1.7%

Other news:
  • LVS +2.1% (still checking, but may be in sympathy with MPEL upgrade)
  • OMER +1.4% (announces 'successful' results from its post-marketing clinical trial of the effect of OMIDRIA 1% / 0.3% in pediatric patients undergoing cataract surgery)
  • FB +1.2% (discloses $6.0 billion stock buyback)
  • C +0.8% (will increase its common stock repurchase program by up to $1.75 billion)
Analyst comments:
  • ZTO +3.2% (initiated with a Overweight at Morgan Stanley)
  • MPEL +2.8% (upgraded to Outperform at Credit Suisse)
  • CNX +2% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • HSBC +1.5% (upgraded to Market Perform from Underperform at Bernstein)
  • MPWR +1.4% (upgraded to Strong Buy from Outperform at Raymond James)
  • NFLX +0.9% (initiated with a Buy at Brean Capital)