>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:
  • AGX +9.2%, AKER +4.6%, OZRK +0.6%
M&A news:
  • SALE +49% (RetailMeNot to be acquired by Harland Clarke Holdings for $11.60 per share in cash)
  • PNRA +1% (3G Capital (BRK.B) might make rival bid for PNRA, according to NY Post)
Select metals/mining stocks trading higher:
  • MTL +5%, HMY +2.3%, RIO +2%, GOLD +2%, SBGL +1.8%, GFI+1.6%, AU +1.4%, AUY +0.9%
Other news:
  • SALE +49% (RetailMeNot to be acquired by Harland Clarke Holdings for $11.60 per share in cash)
  • NADL +45.6% (NADL receives 10-year contract from ConocoPhillips Skandinavia AS (COP) for the jack-ups West Elara and West Linus)
  • TNXP +40.9% (receives official minutes from its Initial Cross-Disciplinary Breakthrough Meeting held with the FDA)
  • MXWL +19.3% (signs stock purchase agreement with SDIC Fund; purchase price is $6.32/share and is anticipated to represent approx 19.9% of co's common stock)
  • CBIO +16.3% (achieves key milestone under collaboration with ISU Abxis to advance the Factor IX program; Milestone payment received)
  • FPP +13.5% (LeRoy Landhuis discloses 8.29% active stake)
  • SDRL +13% (SDRL's NADL receives 10-year contract from ConocoPhillips Skandinavia AS (COP) for the jack-ups West Elara and West Linus)
  • IDRA +11.8% (provides update on IMO-2125 trials; enrollment has begun for the Phase 2 portion of the trial with the 8mg dose)
  • SVU +6.1% (Supervalu to acquire Unified Grocers for approx $375 mln; expected to be accretive to EPS in the first full fiscal year following closing)
  • NTLA +5.5% (announces European Patent Office's Decision to grant CRISPR/Cas9 Genome editing technology patent)
  • VEON +3.4% (modestly rebounding following recent declines following offering by Telenor)
  • AXON +3.3% (prices 6,742,179 common stock offering at $18.54/share)
  • QUOT +3.2% (SALE sympathy)
  • COUP +3% (announces the launch of a proposed follow-on public offering of 3,700,000 shares of its common stock; offering includes 91,535 shares to be offered by Coupa and 3,608,465 shares to be offered by certain selling stockholders)
  • HOG +1.5% (after spiking in late trade on renewed PE rumor)
  • AAL +1% (reports March traffic; raises Q1 unit revenue, margin guidance)
  • GRPN +0.8% (SALE sympathy)
Analyst comments:
  • PUMP +4% (initiated with a Buy at Goldman, among others)
  • AUPH +3.9% (initiated with a Overweight at Cantor Fitzgerald; tgt $14)
  • ARCO +3.8% (upgraded to Buy from Underperform at BofA/Merrill)
  • YELP +2.6% (upgraded to Overweight from Sector Weight at Pacific Crest)
  • WDC +2% (upgraded to Overweight from Neutral at JP Morgan)
  • STX +1.4% (upgraded to Buy from Neutral at Longbow)
  • RNG +1.4% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • SBAC +0.6% (upgraded to Buy from Neutral at Guggenheim)
  • HES +0.5% (added to US 1 List at BofA/Merrill)