>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:

  • SBBP +6.9%, CALM +5.4%, TGNA +2.3%, ACMR +2.2%, SMPL +1.1%, PROF +0.9%

M&A news:

  • CHNG +35.4% (Optum, a diversified health services company and part of UnitedHealth Group (UNH) and Change Healthcare (CHNG) have agreed to combine)
  • ABC +4.3% (AmerisourceBergen (ABC) will acquire the majority of Walgreens Boots Alliance's Alliance Healthcare businesses for ~$6.5 bln ($6.275 bln in cash and 2 mln shares of AmerisourceBergen))
  • WBA +2% (AmerisourceBergen (ABC) will acquire the majority of Walgreens Boots Alliance's Alliance Healthcare businesses for ~$6.5 bln ($6.275 bln in cash and 2 mln shares of AmerisourceBergen))
  • ASB +1.8% (to sell wealth management unit)
  • FIX +1% (to acquire Tennessee Electric Co)

Other news:

  • VLRS +6.4% (Dec Traffic)
  • MRNA +4.3% (EMA recommends COVID-19 Vaccine Moderna for authorisation in the EU )
  • CHU +3.9% (continued volatility after NYSE said to weigh reverting to original decision to delist CHL, CHA, CHU, according to Bloomberg)
  • WFC +3.9% (Office of the Comptroller of the Currency terminates AML-Related Consent Order)
  • RDHL +3.3% (RHB-204 granted FDA Fast Track designation for NTM disease)
  • AHCO +3% (prices offering of 8 mln shares of common stock at $33.00 per share)
  • PAC +2.8% (Dec Traffic)
  • CLDT +2% (commences $100 mln at the market offering program to sell common shares of beneficial interest)
  • PRSC +1.8% (announces new name ModivCare)
  • AWH +1.6% (reports that 3,849 OVA1 plus tests were performed in the three month period ending December 31, 2020, representing a 7% increase compared to the three month period ending September 30, 2020)
  • CHL +1.4% (continued volatility after NYSE said to weigh reverting to original decision to delist CHL, CHA, CHU, according to Bloomberg)
  • AZN +1.3% (receives Priority Review from FDA for Farxiga)
  • OII +1.3% (Oceaneering Intl integrity management and digital solutions segment announces recent contract wins exceeding $250 million)

Analyst comments:

  • MET +3.5% (upgraded to Overweight from Neutral at Piper Sandler)
  • COF +2.9% (upgraded to Buy from Hold at Deutsche Bank)
  • CLR +2.3% (upgraded to Buy from Neutral at BofA Securities)
  • AMRS +2.2% (upgraded to Outperform from Market Perform at Cowen)
  • NSTG +1.6% (upgraded to Overweight from Equal Weight at Barclays)
  • PPC +1.2% (upgraded to Buy from Neutral at BofA Securities)
  • MA +1% (upgraded to Buy from Neutral at BofA Securities)
  • ACN +0.9% (upgraded to Neutral from Underperform at BofA Securities)