>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • FAST +9%, SAP +8.5%, SAVE +2.9% (estimates Q3 TRASM and Adjusted CASM ex-fuel will be better than previously estimated), INFY +2.4%

Select financial related names showing strength:

  • LYG +12.6%, DB +4.6%, HSBC +4.3%, SAN +3.3%, CS +3.2%, BBVA +2.6%

Select Chinese stocks trading higher:

  • JD +2.6%, BABA +2.2%, BIDU +1.8%, WB +1.6%, ASHR +0.9%

Select oil/gas related names showing strength:

  • TOT +2.5%, SLB +1.7%, HAL +1.4%, XOM +1.1%, RDS.A +0.9%, BP +0.8%, PSX +0.8%

Other news:

  • APPN +4.3% (higher following SAP guidance)
  • TLRY +2.7% (Tilray JV Fluent Beverage Company announces plans to commercialize non-alcohol CBD-infused beverages in Canada)
  • WORK +2.4% (Slack reports that during Sept people actively using Slack every day exceeded 12 mln; has nearly 600,000 daily active registered developers)
  • GILD +0.8% (Gilead Sciences and Galapagos [GLPG] announce efficacy and safety results of filgotinib through 52 weeks in FINCH 1 and FINCH 3 studies in Rheumatoid Arthritis were consistent)
  • KIN +0.6% (announces positive CVMP opinion for Mirataz for cats experiencing poor appetite and weight loss)

Analyst comments:

  • ROKU +7.2% (upgraded to Outperform from Sector Perform at RBC Capital Mkts )
  • TTD +4% (upgraded to Outperform at RBC Capital Mkts)
  • WDAY +3.5% (upgraded to Buy from Neutral at Goldman)
  • PLAN +3.3% (initiated with a Buy at Mizuho)
  • SNDR +2.7% (upgraded to Buy from Neutral at UBS)
  • TWLO +2.7% (initiated with an Outperform at RBC Capital Mkts)
  • FITB +2.6% (upgraded to Buy from Neutral at BofA/Merrill)
  • SAM +2.3% (upgraded to Buy from Neutral at Citigroup)
  • PRGO +2.3% (upgraded to Buy from Hold at Argus)
  • PGRE +2% (upgraded to Overweight from Equal-Weight at Morgan Stanley),
  • COUP +1.6% (initiated with a Neutral at Mizuho)
  • SQ +1.4% (upgraded to Positive from Neutral at Susquehanna)
  • JNJ +1.3% (upgraded to Outperform from Mkt Perform at Bernstein)