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2 Casino Stocks Hurting on Macau Data

CDTX, on the other hand, is bucking broadmarket trends with a roughly 50% pop

Digital Content Manager
Sep 3, 2019 at 1:56 PM
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Stocks are kicking off September on a sour note, amid contracting manufacturing data and newly imposed tariffs on U.S. and Chinese goods. Even more disappointing data out of Chinese gambling mecca Macau has casino names Wynn Resorts, Limited (NASDAQ:WYNN) and MGM Resorts International (NYSE:MGM) sinking, while drugmaker Cidara Therapeutics Inc (NASDAQ:CDTX) is bucking this broadmarket trend. Here's a look at what's moving WYNN, MGM, and CDTX. 

Macau Data Miss Knocks WYNN Stock Lower 

For WYNN, traders are reacting to a weekend update.showing a slowdown in Macau gambling revenue for August due to less interest from high-rolling players amid the U.S.-China trade war. This news has Wynn Resorts stock down 4.3% to trade at $105.32.

WYNN has taken a beating on the charts since peaking at a two-month high of $141.29 in August, down roughly 25% off this peak, led lower by pressure at its 20-day moving average. Despite the dip, familiar support at its $105 region has acted as a floor for WYNN in recent weeks. 

Options Bears Cheer as MGM Stock Hits Three-Month Lows 

Sector peer MGM Resorts is struggling today, too. The stock has lost 3.3% to trade at $27.12 and just hit a new three-month low of $26.91 earlier. What's more, the equity is set for its first close south of its 100-day moving average since gapping higher in June. 

Today's negative price action is nothing new, though. MGM lost almost 7% in the month of August -- which might have been luring options bears to the table in recent weeks. During the last two weeks, in fact, 2.36 puts have been bought for every call on the the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). What's more, the ratio sits higher than 97% of readings from this past year, suggesting a much healthier appetite for these pessimistic positions of late. 

CDTX Scales Nasdaq on Drug Pact

Biopharma name CDTX is eyeing its biggest one-day jump on record after announcing a deal with Mundipharma to develop and sell the invasive fungal treatment Rezafungin in markets outside the U.S. and Japan. Cidara is slated to receive an upfront payment of $30 million as well as an equity investment of $9 million, in a total transaction that could exceed $568 million. 

The security is up 56.5% at $2.64 in response, and hit a six month high of $3.09 earlier today. What's more, CDTX is set to close atop its 200-day moving average for the first time since its massive bear gap in March 2018. And while overall volume is extremely light, some options players are coming out of the woodwork, with 161 calls and 152 puts across the tape and it looks like the September 2.50 put is the most popular, with positions being sold to open here.

 
 

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