>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance: SPLK +7.7%, LRAD +7.4%, ROST +5.8%, HIBB +4.5%, ADSK +3.6%, ASYS +3.4%, INTU +3.2%, FL +1.9%, SIRO +1.3%, SIEN +0.9%

Select Brazil related names trading higher: GFA +3.2%, BBD +3%, PBR +2.5%

Select China related names showing strength: JRJC +5.6%, WLT +3.9%, VIPS +3.1%, JD +2.9%, LFC +2.6%, CHL +2%, BIDU +1.9%

Select metals/mining stocks trading higher: CLF +9.6%, VALE +4.7%, RIO +4.2%, BHP +3.5%, MT +3.1%, EOG +2.6%, FCX +2.6%, AKS +2.1%, GFI +1.9%

Select oil/gas related names showing strength: SSL +4.2%, SDRL +3.1%, TOT +2.7%, SD +2.5%, RIG +2.1%

Select Solar related names trading higher: SFUN +5.2%, YGE +3.5%, JKS +2.4%, SUNE +2.2%

Other news: BID +8% (announced CEO William F. Ruprecht will step down by mutual agreement with the Board; Ruprecht to continue as Chairman, President, and CEO until a successor is in place), GALE +7.5% (announces purchase agreement for up to $55.0 million with Lincoln Park Capital Fund), SCTY +4.5% (confirmed it entered into contract with Walmart for the installation of new solar projects at facilities in up to 36 states over the next four years), NBG +3.4% (still checking), DIS +2.8% (Walt Disney and Shanghai Media Group expand strategic entertainment alliance in China), WNR +2.7% (to replace Bally Technologies in the S&P MidCap 400), EYES +2.5% (cont momentum post IPO), BABA +2.4% (prices offering of $8.0 bln of Senior Unsecured Notes), FDX+2% (still checking), TWTR +1.2% (announces plan to share tweets through direct messages), TSLA +1.2% (Panasonic planning on beginning Tesla (TSLA) battery production sooner than expected), CELG +1.1% (receives positive CHMP opinion for OTEZLA), AMZN +1% (has leased NYC building that may be used for physical store plans, according to reports, also initiated with a Buy at Nomura), RAX +0.9% (announced Chairman Graham Weston purchased $2.5 mln worth of stock, filed for additional purchases up to $2.5 mln), HOT +0.9% (announced a special dividend of $0.65 per share; declared a regular quarterly dividend of $0.35 per share)

Analyst comments: TRN +3% (upgraded to Buy from Neutral at Longbow), BBY +1.5% (upgraded to Outperform from Market Perform at Telsey Advisory Group), CERN +1.4% (upgraded to Outperform from Mkt Perform at Cowen), CAT +1.4% (initiated with a Buy at Stifel), BLK +1.3% (upgraded to Outperform from Mkt Perform at Bernstein), EMC +1% (reinstated with a Buy at BofA/Merrill)

>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance: GME -9.8%, ARUN -9.2%, GEOS -7.6%, DXLG -3.9%, ZOES -3.5%, GPS -3%, RENN -3%, TFM -1.8%, ANN -0.9%, HSOL -0.5%

Other news: MOLG -9.7% (announced that Allan Wong has tendered his resignation as the Group Chief Financial Officer of the Company, effective immediately, due to personal reasons), IBIO -8.3% (filed for $100 mln mixed securities shelf offering), OTIV -7.4% ( announces proposed public stock offering), LXRX -4.5% (prices 49,751,244 shares of common stock at a public offering price of $1.005 per share), NYMT -4.4% ( announces public offering of 15 mln shares of common stock; disclosed that on November 20, 2014, it entered into a commitment letter for the purchase from a third party a pool of residential mortgage loans with a purchase price of ~$345 mln), MCP -4% (entered into an exchange agreement with a holder of the company's 6.00% convertible senior notes due 2017 and 5.50% convertible senior notes due 2018 to exchange the notes for shares of common stock), TCPC -3.5% (Announces Public Offering Of 5.9 mln Common Shares), EDR -1.9% (announced 1-for-3 reverse stock split), MILL -1.1% (announced the close of the sale of its Tennessee assets as well as an update on its RU-9 well), ASML -1.1% (still checking)

Analyst comments: BEN -3.7% (downgraded to Mkt Perform from Outperform
)

>>> US Early premarket gappers

Early premarket gappers
Gapping up: SPLK +8.1%, BID +8%, GALE +7.5%, LRAD +7.4%, EYES +5.9%, ROST +5.8%, SFUN +5.2%, SCTY +4.6%, HIBB +4.5%, JRJC +4%, VALE +4%, RIO +3.8%, INTU +3.6%, ADSK +3.6%, BHP +3.5%, ASYS +3.4%, MT +3.1%, PBR +3%, NBG +3%, JD +2.8%, VIPS +2.7%, SDRL +2.7%, SD +2.5%, JKS +2.4%, BBD +2.4%, EOG +2.3%, FL +2.3%, WNR +2.2%,SUNE +2.2%, RIG +2.1%, AKS +2.1%, TOT +2%, CHL +2%, BABA +2%, GFI +1.9%, FDX +1.7%, SIRO +1.3%, RAX +0.9%, HOT +0.9%, SIEN +0.9%

Gapping down: GME -9.8%, MOLG -9.7%, OTIV -9.5%, ARUN -9.2%, IBIO -8.3%, GEOS -7.6%, AMDA -6%, NYMT -4.4%, MCP -4%, DXLG -3.9%, GPS -3.7%, ZOES -3.5%, RENN -3%, TCPC -2.5%, EDR -1.9%, TFM -1.8%, LXRX -1.5%, ASML -1.2%, HSOL -0.5%

>>> Basilea - Reports that U.S. FDA sets date of Advisory Committee meeting on i

Reports that U.S. FDA sets date of Advisory Committee meeting on isavuconazole NDA for the treatment of invasive aspergillosis and mucormycosis for Jan 22nd 

Reports today that the U.S. Food and Drug Administration (FDA) announced a public meeting of the Anti

-Infective Drugs Advisory Committee to discuss the New Drug Application (NDA) for the investigational antifungal isavuconazole, which was submitted by a subsidiary of Basilea's licensing partner Astellas Pharma Inc. The meeting is scheduled for Thursday, January 22, 2015.

>>> TNTE +5.5% this morning - no news

Yesterday :
UPS +1%
FDX +0.46%

on the month :
FDX +7.9%, UPS +5.92% TNTE +10.96% (including today)...

Alibaba said they are planning to launch TAOBAO plateform interantionally....could lead to more online sales, better momentum for the sector....

a month ago article in Dutch press saying that TNT may not remain independent for Ever...see below( 17/10/2014)

TNT Express chief says it may not remain independent forever (translated)
Story
TNT Express, the Netherlands-based listed postal firm, may not remain independent forever, Financieele Dagblad reported, citing an interview with CEO Tex Gunning.

TNT Express recently restructured its management along various market segments, which makes the company an interesting target for buyers, the item noted, citing interviews with sources familiar with the matter.

The restructuring was announced in February along with the release of 4Q and FY13 results, and split the company into three divisions: Domestics, International Europe, and International AMEA (Asia, Middle East and Africa). Gunning remained as CEO and Bernard Bot as CFO, with Michael Drake also remaining managing director for International AMEA. The Domestics and International Europe divisions appointed two new MDs, respectively: Ian Clough, former DHL North America CEO; and Marco van Kalleveen, formerly of McKinsey and Bain Capital. In addition, Kalleveen was appointed chief transformation officer.


Source Financieele Dagblad

>>> ECB chief Draghi: Inflation situation increasingly challenging; reiterates l

ECB chief Draghi: Inflation situation increasingly challenging; reiterates long-term inflation expectations still consistent with price stability - comments from Frankfurt European Banking Congress 

>>> Policy
- Reiterates ready to step up action if needed
- Reiterates committed to adjust size, pace and composition of asset purchases if needed
- Notes large asset purchases in the US, Japan led to exchange rate depreciation. 

>>> Inflation:
- Shorter-term inflation expectations 'excessively' low
- Must be very watchful low inflation does not percolate through economy. 
- Firm anchoring of inflation is critical today. 
- Reiterates ready to step up action if needed
- Will seek to raise inflation as fast as possible.
- Currently seeing some volatility in inflation expectations

>>> Growth
- Reiterates economic situation in the euro area remains difficult; strong recovery not likely in coming months, as underlying growth momentum remains weak.