Börsipäev 20. detsember

ARRS - midagi mulle seal ei meeldi. Bid on kangekaelne ja any size vastu võttev. Sinna on miski mill nüüs sisse lastud, aga ei tee teist nägugi. Parem kõlgutan jalgu, ehk pilt muutub. Panin kinni ära.
Gapping up
In reaction to strong earnings/guidance: RAD +11.5%, WGO +9.8%, KMX +6.2%, JBL +4.7%, CAG +3.1%.

M&A news: ROMA +50.6% (merger agreement with ISBC, value at $15 per share), NYX +21.4% (to be acquired by ICE for $33.12 per share), ILMN +6.9% (Swiss news source suggesting co could be acquired by Roche for $66 per share), ARRS +6.5% (acquires Motorola Home Biz from Google), BKR +5.3% (receives proposal to be acquired for $24.25 per share), SD +0.8% (SandRidge Energy Agrees to Sell Permian Assets for $2.6 Billion In Cash).

Other news: VVUS +7.8% (Reports speculating takeover bid from JNJ or AZN, also Express Scripts adds Qsymia to it nat'l formularies CBMX +5.2% (regains compliance with NASDAQ minimum bid price), JKS +1.5% (signed joint agreement develop a 200 MW photovoltaic solar power plant), VRSN +0.8% (announces increase in .Net Registry Fee).

Analyst comments:
ARRY +2.5% (Array BioPharma initiated with an Outperform at Wells Fargo), FCX +1.9% (upgraded to Buy at Deutsche Bank), AWAY +1.7% (upgraded to Overweight at Barclays, light vol), DVA +1.5% (upgraded to Overweight at JP Morgan), FLIR +1.4% (upgraded to Neutral at Sterne Agee, light vol), DEO +1.3% (upgraded to Neutral at JP Morgan)
Gapping down
In reaction to disappointing earnings/guidance: ACN -5.3%, BBBY -4.9%, KBH -4%, SCS -1.6%, MLHR -1.1%.

M&A news: MDRX -16.3% (concludes strategic alt review with no sale, CEO steps down).

Other news: FOLD -45.6% (Amicus Therapeutics and GlaxoSmithKline announce top line 6-month primary treatment period results from First Phase 3 Fabry monotherapy study), MITT -3% (intends to make a public offering of 3,750,000 shares of its common stock), MRK -2.9% (HPS2-THRIVE study of TREDAPTIVE (extended-release niacin/laropiprant) did not achieve primary endpoint)MHLD -1.7% (announces SS Sandy write downs of $25-35 mln), ERIC -1.6% (Q4 write down due to ST-Ericson JV), HLF -0.9% (follow-on weak from Ackerman comments).

Analyst comments: ENH -2.1% (downgraded to Neutral at JP Morgan), SLGN -0.8% (downgraded to Sell at Goldman)
HLF saagis terve konverentsi aja suht kindlas vahemikus, siis läks vend CNBC-sse ja stokk müüdi sodiks.
Loo moraal..
There is no business like showbusiness.
Ymera ,mis tasemelt HLF shordi kinni paned või panid:)
Täna peale turu sulgumist teatavad oma kvartalitulemused Nike (NKE) ja Research In Motion (RIMM)
RHT on veidi calle ostetud, nati üles positsioneeritud. Vaatme, kas see mingi näitab.
52.5 ja 55, nii dets, kui jaanuar
Esimese hooga tundub, et optsiooni ostjatel oli õigus. Kaupleb AH 55-56
Nike'lt paremad tulemused ja tuleviku tellimused vähemalt ei indikeeri kasvu aeglustumist. Aktsia järelkauplemise ajal +3,2%

NKE Nike prelim $1.14 vs $1.00 Capital IQ Consensus Estimate; revs $5.96 bln vs $5.97 bln Capital IQ Consensus Estimate
Nike futures orders +6% (+7% ex-FX) vs. +6% last quarter
Rimmilt parem tulemus, kuid järgmiseks kvartaliks prognoositakse jätkuvat kahjumit. Aktsiaga kauplemine hetkel peatatud.

Research In Motion prelim ($0.22) vs ($0.35) Capital IQ Consensus Estimate; revs $2.7 bln vs $2.67 bln Capital IQ Consensus Estimate
Research In Motion reports the unveiling of BlackBerry 10 set for January 30, 2013
"During the third quarter, we continued to demonstrate our strong financial position, generating $950 million in cash flow from operations, and increasing our cash position significantly to more than $2.9 billion."
The Company expects to report an operating loss for the fourth quarter. Q4 consensus ($0.27).

RIMMi aktsiatega jätkub kauplemine kell 23.40