>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • UXIN +7.6%, TSM +1.8% (May revs), THO +1.4%

M&A news:

  • DATA +34% (Tableau Software to be acquired by Salesforce (CRM) for $15.7 bln in stock)
  • RTN +7.6% (Raytheon & United Technologies (UTX) announce all-stock merger of equals)
  • SFLY +6.7% (Apollo (APO) said to be in the lead to acquire Shutterfly, according to Reuters)
  • UTX +2.8% (Raytheon & United Technologies (UTX) announce all-stock merger of equals)

Select financial related names showing strength:

  • JPM +1.7%, BAC +1.3%, BBVA +1.3%, SAN +1.1%, WFC +1%

Select China related stocks trading higher:

  • MOMO +2.3%, WB +2.3%, BABA +2.1%, JD +1.9%, BIDU +1.5%, BBL +1.5%, BHP +0.9%

Other news:

  • PRVB +175.6% (presents results from National Institutes of Health-sponsored "At-Risk" Study -- single 14-day course of PRV-031 (teplizumab) significantly delayed the onset and diagnosis of clinical T1D)
  • TLRY +17% (signs non-binding Letter of Intent with largest stockholder Privateer Holdings to extend lock-up on and provide for the orderly release of the 75 mln shares)
  • EROS +12.1% (provides statement from Group Chairman and CEO Kishore Lulla, announces $20 mln share repurchase program)
  • APTX +10.6% (reports 'positive' top-line results from a 23-patient, single-blind, sequential design Phase 2 study of its novel NMDA receptor modulator, NYX-2925, in patients with fibromyalgia)
  • DOMO +10% (in sympathy with DATA)
  • HCR +9.9% (approves stock repurchase program of up to $25 mln effective immediately)
  • MNKD +9.2% (presents new data from three different studies of Afrezza Inhalation Powder at the American Diabetes Association's 79th Scientific Sessions)
  • AYX +7.2% (in sympathy with DATA)
  • LYB +5.3% (commenced a 'modified Dutch Auction' tender offer to purchase up to 37,000,000 of its issued and outstanding ordinary shares)
  • KHC +3% (files Annual Report on Form 10-K)
  • CRK +2.7% (to acquire Covey Park Energy in a cash and stock transaction valued at approximately $2.2 bln)
  • ECA +2.6% (provides corporate update, will execute substantial issuer bid to fulfill its previously announced 2019 share buyback)
  • WDAY +2.3% (in sympathy with DATA)
  • NOW +2.3% (in sympathy with DATA)
  • NVO +2.2% (presents two phase 3a clinical trials evaluated oral semaglutide 14 mg vs Jardiance; demonstrated statistically significant blood sugar reductions) GM +1.7% (following suspension of Mex tariffs)
  • KSU +1.7% (following suspension of Mex tariffs)
  • F +1.4% (following suspension of Mex tariffs)

Analyst comments:

  • RDFN +6.8% (upgraded to Overweight from Underweight at Stephens)
  • AMD +4.5% (target raised to $40 from $35 at BofA/Merrill ahead of the company's appearance at E3 this week)
  • MDGL +3% (pgraded to Buy at B. Riley FBR)
  • ETON +2.6% (initiated with a Buy at H.C. Wainwright)
  • ADI +2.4% (upgraded to Buy from Sell at Goldman)
  • FII +0.9% (upgraded to Overweight from Neutral at JP Morgan)