>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: ALIM +29.2%, CRY +10.2%, EXAS +9.1%, EVER +6.8%, TXN +6.6%, CETV+5.4%, CR +5.3%, LVS +3.6%, MBLY +3.4%, AUDC +3.2%, CNC +3.2%, ATI +2.6%, CNXC +2.5%, ( elects not to pay a distribution to holders of subordinated units for Q2), CLGX +2.5%, KKR +2.4%, MAS +2.2%, ARLP +2%, AOS +1.5%, LLY+1.5%, SIRI +1.2%, FIS +1%, IPAR +0.9%, (Inter Parfums reports prelim Q2 sales above consensus; on track to achieve 2016 net sales guidance), DD +0.9%, UTX +0.8%, ESRX +0.5%

M&A news:
  • SWHC +2.1% (Smith & Wesson to acquire Crimson Trace for $95.0 mln, subject to certain adjustments, utilizing cash on hand; expects the acquisition to be accretive to its EPS in fiscal 2017)
  • BUD +1.3% (Anheuser-Busch InBev (BUD) revises offer to GBP 45/share in cash (from GBP 44/share prior))
  • P +1.0% (following late surge higher -- reports that the company hired advisor for strategic options)
Select metals/mining stocks trading higher: GFI +4.2%, DRD +3%, RIO +2.2%, AKS +1.8%, HMY +1.7%, KGC +1.7%,BBL +1.7%, AG +1.6%, GOLD +1.5%, BHP +1.4%

Other news:
  • VKTX +11.7% (announces 'positive' top-line results from a proof-of-concept study of VK0214 in a mouse model of X-linked adrenoleukodystrophy)
  • SGY +8.6% (announces estimated production for the quarter ended June 30, 2016 of ~29 MBoe (174 MMcfe) per day, slightly above the upper end of guidance for the quarter)
  • BEAT +6.7% (to join S&P SmallCap 600)
  • ANCB +6% (Anchor Bancorp engages investment banking firm to assist it in identifying and evaluating various strategic options and operating scenarios)
  • MPEL +5% (following LVS earnings)
  • BT +4.6% (makes governance changes to further increase independence for Openreach), GALE +3.9% (files for 3,658,012 share common stock offering by selling shareholders)
  • RAVN +3.9% (to join S&P SmallCap 600)
  • NFLX +3.7% (following Director J. Hoag's disclosure of purchase of 600K shares worth ~$51.9 mln (was disclosed last night, purchases made 7/21-7/25))
  • WYNN +3.1% (following LVS earnings)
  • NXPI +1.9% (following TXN earnings)
  • MGM +1.4% (following LVS earnings)
  • MBFI +1.2% (to join S&P MidCap 400)
  • MXIM +1% (following TXN earnings)
  • ADI +0.9% (following TXN earnings)
Analyst comments:
  • SFM +3.3% (upgraded to Buy from Sell at Goldman)
  • FMSA +2% (upgraded to Outperform at Cowen)
  • JWN +1.8% (upgraded to Overweight from Neutral at Piper Jaffray)
  • LYG +1.7% (upgraded to Hold from Sell at Berenberg)
  • XXIA +1.6% (upgraded to Buy from Hold at Stifel)
  • KR +1.4% (upgraded to Buy from Neutral at Goldman; added to Conviction Buy List)
  • ALKS +1.1% (upgraded to Outperform from Market Perform at Cowen)
  • SBUX +1% (added to Conviction Buy List at Goldman)