>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: NFLX +17.6%, WWD +12.4%, CREE +6.7%, SMCI +6%, ASML +2.5%, UNH +1.2%, ADTN +0.9%, CLS +0.7%, AMTD +0.6%

Select metals/mining stocks trading higher: AU +2.6%, ABX +2.5%, GFI +2.1%, HL +2.1%, SLV +1.9%, GDX +1.5%, NEM +1.4%, SLW +1.4%, HMY +1%

Other news: SCOK +31.6% (announces that the Henan Pingdingshan Shilong District Science and Technology Bureau has approved the company's Underground Coal Gasification program) NLST +6.2% (USPTO examiner reconfirms patentability of Netlist's LRDIMM patent claims), NSP +6.1% (Starboard Value disclosed 13.2% active stake in 13D filing; suggests that co should consider share repurchases and explore a potential sale in letter to Board), SNE +4.7% (still checking), RLH +3.2% (announced formation of a joint venture; refinanced debt to accelerate execution of national growth strategy), DAN +3.2% (to replace CBST in the S&P MidCap 400), CALL +2.8% (announced that it is in beta testing on two APPs in the U.S. and Mexico, respectively), TKMR +2.1% (RA Capital Management discloses 9.9% passive stake in 13G filing) ADHD +1.7% (Great Point Partners disclosed 5.6% passive stake in 13G filing), BHP +1.2% (provides operational review for the half year ended 31 December 2014)

Analyst comments: MPG +5.7% (initiated with a Buy at BofA/Merrill), RCPT +5.2% (initiated with a Buy at Evercore ISI), FXCM +4.4% (upgraded to Mkt Perform from Underperform at Keefe Bruyette), GTE +3.8% (upgraded to Buy from Hold at Canaccord Genuity), ESPR +2.9% (upgraded to Buy from Neutral at BofA/Merrill), KORS +1.9% (upgraded to Outperform from Market Perform at Cowen ), WFM +1.1% (upgraded to Buy from Neutral at Sterne Agee), AMAT +1% (assumed with an Outperform at Credit Suisse), HZNP +0.9% (initiated with a Buy at Citigroup ), LOW +0.8% (upgraded to Overweight from Equal-Weight at Morgan Stanley)

>>> US GApping Down

Gapping down
In reaction to disappointing earnings/guidance
: AM -3.3%, ( sees 2015 adjusted EBITDA of $150 -160 mln and DCF $135-145 mln ), WHX -3.3%, IBM -2.4%, NSLP -1.5%, (also announces that the Partnership and its general partner have been named as defendants in a petition filed in state court on January 13, 2015, by its former Chairman and Senior Geologist, David J. Chernicky and entities he controls), CA -1.3%, AMD -1.3%, AMD -1.3%, FITB -1.3%, IBKR -1.2%, STNG -0.5%, .

Other news: ZFGN -7.1% (announces proposed public offering of of 2,840,909 shares of common stock), ARNA -6.6% (intends to offer and sell shares of its common stock), XON -4.3% ( announces proposed public offering of $150 million of its common stock ), MBLY -3.7% (has filed a registration statement for a secondary public offering by selling shareholders; size not disclosed),FANG -3.4% (launches $1.5 mln in common stock offering), KERX -3.3% (commenced a $100 mln underwritten public offering of shares of its common stock), PBYI -3.2% (announced it is commencing a public offering of 1 mln shares of its common stock; terms not disclosed), QCOM -3.1% (has been dropped from next Samsung (SSNLF) smartphone, according to reports), SYRG -3% (provided operations update and updated fiscal second quarter production guidance; co's second fiscal quarter production is running below expectations due to a delay in completions by other operators), ZINC -1.7% (announces it plans to offer 5 mln shares of its common stock), OWW -1.2% (following yesterday's intraday move higher on reports of potential sale)

Analyst comments: EGO -11.2% (downgraded to Neutral from Outperform at Credit Suisse), AN -3.5% (downgraded to Neutral from Buy at Goldman), WYNN -1.8% (downgraded to Neutral from Buy at Nomura), FMS -1.5% (downgraded to Neutral from Buy at UBS, downgraded to Equal Weight at Barclays), LVS -1.4% (downgraded to Neutral from Buy at Nomura), HEES -1.4% (downgraded to Neutral from Buy at UBS ), SRPT -1.1% (downgraded to Neutral from Outperform at Credit Suisse ), CL -0.9% (downgraded to Neutral from Buy at UBS), WMT -0.9% (downgraded to Equal-Weight from Overweight at Morgan Stanley), BRKS -0.8% (assumed with a Underperform at Credit Suisse), CHD -0.7% (downgraded to Neutral from Buy at UBS), VZ -0.5% (downgraded to Equal Weight from Overweight at Barclays)

Manager Magazine :D telecom explores partnerships with BT Group from

The German Telekom explores partnerships with BT Group for the period after the sale of its UK mobile business. Part of the ongoing sale talks with the British group is also the option of a future purchasing cooperative.

Hamburg - Deutsche Telekom CEO Timothy Höttges should also move to the Board of BT when the transaction is completed successfully. The manager magazine reported in its latest issue (release date: January 23) and refers to company insiders. A Telekom spokesman declined to comment on the issue.

The German Telekom Show chartis currently conducting with the BT Group entered into exclusive negotiations to sell its UK mobile business, which operates jointly with orange. The exclusivity expires in February.
As the manager magazine reported that the British were previously encountered in the examination of the books, no surprises, so that the transaction should be completed expeditiously.

After a successful sale of Deutsche Telekom will be 12 percent the largest shareholder of the BT Group. To continue to benefit from the British market, lote Telekom CEO Höttges currently as many collaborations with the British out, writes manager magazin. A partnership of businesses divisions T-Systems and BT Global Services is on the discussion agenda and the joint launch of new products.

>>> L'Oreal - Quick Chart - could see the Stock Underperforming from here.

Weekly Chart - look strect here could see s ome downside, have a look, interesting divergence on RSI too

Daily Chart - same kind of configuration, any close below 146.75 will be seen as -ve, could see the stock trading lower
next support 143.85, 140.65, 137.95, 134.65
I stock close above the 150 levels, nest strong resistanc is 156,25.



As a pair stock has been played few weeks ago vs BEI GY {BEI GY Equity OR FP Equity GRT D<Go>} , BEI has outperformed by more than 5% YTD

BEI has almost reach thechical target on the 76.5 level, see more potential on the pair from the short side than on the long one...still a gap open lower (70.39/72.15)

OR is reporting on the 12/02, BEI on the 13/02, PG US on the 27/01, CL US on the 29/01

>>> US Early premarket gappers

Early premarket gappers

Gapping up: NFLX +16.1%, WWD +12.4%, NSP +7.3%, CREE +6.1%, SMCI +5.1%,FXCM +5%, AU +3.3%, RLH +3.2%, DAN +3.2%, CALL +2.8%, ASML +2.5%, SLW +2.4%,UNH +2.3%, ABX +2%, LUV +1.9%, ADHD +1.7%, TKMR +1.6%, STO +1.6%, ESPR+1.6%, GFI +1.6%, NEM +1.5%, SLV +1.5%, PBR +1.3%, HMY +1.3%, GDX +1.1%, AMAT+1%

Gapping down: OCLS -14.9%, ZFGN -7.1%, ARNA -6.4%, EGO -5.5%, QCOM -4.8%,MBLY -4.6%, AM -3.3%, WHX -3.3%, PBYI -3.2%, SYRG -3%, KERX -2.5%, IBM -2.5%,TSLA -2.3%, NVS -2.2%, MT -2.2%, LVS -2.1%, FMS -1.8%, AMD -1.8%, AMD -1.8%,ZINC -1.7%, SAN -1.7%, RIO -1.6%, NSLP -1.5%, HEES -1.4%, CA -1.4%, SDRL -1.3%,OWW -1.2%, IBKR -1.2%, SUNE -0.9%

>>> Oil similarities between 85/86 and 14/15 move - look the chart attached

it always possible to find similarities on different kind of charts, I have tried to compare different big move we had on WTI on the last 30y...

We can identify only 3 moves 85/86 07/08 & 14/15

What we are experiencing now is very similar to the move in 85/86, crude was trading down because of talks of surplus more than a big fall down in consumption or concern on the economy.

this chart could make us believe that we are maybe not too far from a bottom, could be interesting to monitor how Crude will act on the next few weeks...but the chart indicate that we can see $60 levels quite quickly.

Laurent

(TechCrunch) SpaceX Raises $1 Billion In New Funding From Google And Fidelity

SpaceX, the space exploration startup helmed by ex-PayPal founder Elon Musk, has confirmed that it has raised $1 billion in new funding, in a round including Google and Fidelity, who join existing investors Founders Fund, Draper Fisher Jurvetson, Valor Equity Partners and Capricorn. Google and Fidelity get an ownership stake just shy of 10 percent in exchange for their investment.

A report from the WSJ broke yesterday that Google was considering a sizeable investment in SpaceX, with a valuation of more than $10 billion (which is in keeping with Google and Fidelity getting less than 10 percent ownership for their combined $1 billion contribution). The investment was said to be aligned with Google’s plans to make Internet connectivity more accessible on a global scale.

The Information originally reported that Google was investing in SpaceX in order to support a satellite project specifically aimed at broadening Internet availability. Musk has discussed the project, which is being run out of a newly opened Seattle office, as involving hundreds of micro-satellites that will operate in very low orbit, offering faster communication vs. traditional satellites, and helping to pave the way for future Mars missions.

Google’s Project Loon is also striving to increase the availability of Internet connectivity, using a network of high flying balloons to network hard-to-reach areas. Musk’s plan has a couple of differences, though the projects actually share a lot in common: SpaceX’s design calls for satellites flying higher and faster than Google’s balloons, but the aims of casting off the limits of terrestrial networks still apply.

Fwd:>>> Accor - Quick Chart - Testing Historical Highs - strong Resistance

Accor trading higher on numbers, watch level mentionned below, price action today will be important for further development, stock need to close above resistance.

From: LAURENT CHEKROUN (MAKOR SECURITIES LLP) At: Jan 20 2015 09:18:54
Subject: Fwd:>>> Accor - Quick Chart - Testing Historical Highs - strong Resistance
Watch Accor again today, stock is testing levels, after closing below yesterday

From: LAURENT CHEKROUN (MAKOR SECURITIES LLP) At: Jan 19 2015 16:30:02
To: LAURENT CHEKROUN (MAKOR SECURITIES LLP)
Subject: Fwd:>>> Accor - Quick Chart - Testing Historical Highs - strong Resistance
Accor is testing important levels...next level to watch if we break 40.31 & 41.8/42.10, still room to trade higher whe you look the RSI...
Accor is reporting in a month (18/02), Starwwod on the 10th of Feb, Marriot on the 18th

on the 9th of Jan, Wansquare was talking of BAzin who invested a lot in Accor he bought 1.4mil of opetions witha €42 strike...
{NSN NHWN7RAIH8N4<Go>}

>>> Schaeffler denies IPO rumor

Schaeffler denies IPO rumor 

Family-owned German bearings maker Schaeffler denied the recent speculation surrounding an IPO, Boersen-Zeitung reported.

The German-language daily cited the company as saying there was no truth in recent rumors of a listing.

Boersen-Zeitung