>>> Facebook : Reportedly planning to offer new service that allows ad tracking

Facebook : Reportedly planning to offer new service that allows ad tracking to determine whether a clicked ad led to an app download

Facebook next week is expected to announce a tool to help mobile app developers measure whether an ad caused people to download an app, a move designed to help entrench Facebook’s tech across the online ad industry.

Several people briefed about the technology told The Information about the service, which is expected to be announced at Facebook’s major developer conference beginning March 25. One of the most interesting aspects of it is that it will determine how ads perform whether they are bought on Facebook or other apps. That could get more advertisers using it and allow Facebook to incentivize those advertisers to buy more ads on Facebook.

The move will have repercussions for all Facebook advertisers as well as startups that already track the performance of app-install ads on Facebook, Google, Twitter and Apple’s iAd.

>>> Interesting chart - Exchange Rate % YOY & Exports YOY %

This chart could imply a strong rise in Exports regardding the move on Forex, could be a decent boost for European Equities, As I was mentionning few days ago, I still think German Names will benefit the more tof that...MDax could a winner in that Game.

I will continue to be long europe as many investors are still waiting a correction to get involved, any correction will come after a big leg up, but not now.

Dax & Mdax will be the main gainers

>>> Trian (Peltz) sends another letter to Dupont - filing It is unfortunate you

Trian (Peltz) sends another letter to Dupont - filing 

It is unfortunate you have decided not to settle this proxy contest and instead have decided to use stockholders' money to continue a time-consuming, disruptive, and costly campaign against Trian. 

After having met with most of the large institutional stockholders of DuPont over the last several weeks, we believe that there is strong interest in having a Trian principal on the DuPont board. We are also pleased with the positive feedback that we have received from DuPont stockholders regarding all of Trians nominees

>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance: DSKY -17.8%, PGNX -4.1%, KPTI -2.4%, SYN -2.1%, INO -0.6%, AGM -0.4%

M&A news: WLL -5.3% (the stock spiked late Friday on headlines suggesting XOM, CLR, as well as HES and STO, could be interested in the co)

Select oil/gas related names showing early weakness: GDP -3.1%, SDRL -2%, HAL -1.9%, LINE -1.7%, BBEP -1.6%, STO -1.5%, BP -1.5%

Other news: ANV -71.2% (announces reciept of notice from NYSE MKT regarding pending de-listing of its common stock), NADL -9.4% (received a notice of termination from Rosneft (OJSCY) of the service order for the West Navigator in connection with the Framework Agreement), MTL -5.8% (cont weakness in Russia), NBG -5.7% (cont uncertainty in Greece), CRMD -3.6% (files for ~2.45 mln share common stock offering by selling shareholders issuable upon the exercise of warrants), MATR -3.3% (files for $75 mln mixed securities shelf offering), E -1.7% (signs a framework agreement for the development of Egypt's oil and gas resources), GWPH -1.5% (small pull back after Friday's strength), ARWR -1.1% (files for ~3.3 mln share common stock offering by selling shareholders), ZSPH -1% (files for $150 mln offering of common stock)

Analyst comments: FXCM -10.9% (downgraded to Underperform from Mkt Perform at Keefe Bruyette), DD -2.4% (downgraded to Underperform from Buy at BofA/Merrill; also Trian sends additional letter to DuPont shareholders ahead of the 2015 Annual Meeting), NFLX -1.7% (downgraded to Sell from Neutral at Evercore ISI), HIBB -1.6% (downgraded to Underperform from Neutral at Sterne Agee),GRMN -1% (downgraded to Perform at Oppenheimer), WYNN -0.8% (downgraded to Equal-Weight from Overweight at Morgan Stanley)

>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance: MPO +32%, AMZG +8.7%, RVLT +8.3%, CUR +4.7%,CEL +3%, STML +3%, RDNT +2.9%, GURE +2.3%, CXDC +1%, PKOH +0.5%, AKBA +0.5%, .

M&A news: LTM +5.3% (confirms it has entered into definitive agreement to be acquired by affiliates of Leonard Green & Partners and TPG;Life Time Shareholders to receive $72.10 per share in cash),SLXP +2.7% (hearing chatter that VRX will raise its bid on SLXP to $173/share; currently the offer stands at $158, while ENDP has an offer for $175), VRX +1.2% (hearing chatter that VRX will raise its bid on SLXP to $173/share; currently the offer stands at $158, while ENDP has an offer for $175), .

Other news: OMEX +21% (enters into financing agreement with strategic investor for offshore mineral and resource exploration), MVIS +16.8% (received orders totaling $14.5 mln for components for its Fortune Global 100 customer), AMRN +12.1% (cont strength following Friday's move), CTIC +5.1% (announces publication in blood of Phase 2 results of Pacritinib in patients with myelofibrosis), ACRX+4.9% (initiation of pivotal Phase 3 trial for ARX-04, as treatment of acute pain), BSX +4.5% (receives FDA approval for WATCHMAN left atrial appendage closure device), ADXS +4.4% (presents preliminary data from the Phase 1/2 clinical study of its lead immunotherapy product candidate), NBS +4.2% (updated efficacy and safety results from the one-year follow-up for its Phase 2 PreSERVE study), HBI+4.1% (will replace Avon Products (AVP) in the S&P 500), TLMR +3.2% (will replace Buffalo Wild Wings in the S&P SmallCap 600 ), HSIC +2.7% (will replace Carefusion (CFN) in the S&P 500), TSLA +2.3% (Elon Musk tweets 'Tesla press conf at 9am on Thurs about OTA software update. Affects entire Model S fleet'), SNY +2% (Sanofi-Aventis and Regeneron (REGN) announce 18-month results of ODYSSEY LONG TERM trial with Praluent published in The New England Journal of Medicine), SLG +2% (will replace Nabors Industries (NBR) in the S&P 500), SNY +2% (Sanofi-Aventis and Regeneron (REGN) announce 18-month results of ODYSSEY LONG TERM trial with Praluent published in The New England Journal of Medicine), EQIX +1.9% (will replace Denbury Resources (DNR) in the S&P 500), KKD +1.4% (modestly rebounding on light vol following last weeks earnings)

Analyst comments: BLPH +10.3% ( initiated with a Outperform at FBR Capital, among other firms),ITEK +7.7% (initiated with a Overweight at Piper Jaffray; initiated with a Buy at Nomura), KING +5.3% (upgraded to Overweight from Neutral at JP Morgan), FRAN +3.5% (upgraded to Buy from Neutral at Janney), JBLU +1.5% (upgraded to Outperform from Mkt Perform at Raymond James), WSTC +1.3% (upgraded to Outperform from Neutral at Robert W. Baird)

WSJ : OPEC Warns U.S. Oil Boom Could Decline by Year-End

OPEC Warns U.S. Oil Boom Could Decline by Year-End
A fall would support OPEC’s action last year to defend its market share against U.S.

OPEC said Monday that U.S. oil production could start declining by the end of this year, in contrast with an energy watchdog’s report last week saying a resilient North American oil boom could dent prices.

The prediction—if it were to materialize—would provide support for a decision last year by the Organization of the Petroleum Exporting Countries to maintain its output ceiling to defend its market share against a tidal wave of U.S. oil.

In its closely watched monthly market report, OPEC said growth in U.S. oil output was set to halve this year and “a drop in production can be expected to follow, possibly by late 2015” because of lower rig counts. The organization had originally said production of U.S. oil would start falling in 2018.

On Friday, the International Energy Agency, a Paris-based energy watchdog for industrialized countries, said U.S. oil output was surprisingly strong in February as oil companies focused on the most prolific oil plays. The IEA said U.S. growth would slow—not decline—in the second half of the year.

Global oil prices took a dive last week after the IEA report.

In its report Monday, OPEC said lower global oil prices—down nearly half from June last year—“could impact marginal barrel output from unconventional sources such as tight crude”—a term that includes oil extracted from shale formations through hydraulic fracturing. OPEC cited a sharp decline in U.S. rig counts and investment plans by oil companies. Already, U.S. oil production growth will only rise by 820,000 barrels a day this year, OPEC said, compared with 1.61 million barrels a day in 2014.

OPEC itself has had some woes of its own and its crude production declined by 140,000 barrels a day to 30.02 million barrels a day due to disruptions in Libya and Iraq.

OPEC raised its forecast for global oil demand by 50,000 barrels a day to 92.33 million barrels a day.

>>> US Early premarket gappers

Early premarket gappers
Gapping up: MPO +15%, AMRN +13.1%, MVIS +9.5%, IBIO +9.5%, ITEK +7.9%, CTIC +5.6%, RDNT +3.3%, LL +3.1%, CEL +3%, STML +3%, BSX +2.6%, GURE +2.3%, WBA +1.6%, TSLA +1.6%, KKD +1.4%, ASML +1.3%, SNY +1.3%, DB +1.2%, BHP +1.1%, PKOH +0.5%, AKBA +0.5%

Gapping down: GEVO -10.4%, NBG -8.1%, DSKY -7.6%, FXCM -5%, CRH -3.8%, KPTI -3.8%, MHG -3.7%, ASNA -3.6%, AXN -3.6%, PT -2.5%, DD -2.4%, AMZG -2.2%, NFLX -1.9%, E -1.8%, WLL -1.8%, PBR -1.6%, STO -1.6%, GWPH -1.4%, BP -1.3%