Рубрика 1min research Комментируем насколько читабильно и полезно Calls Of Note: FANG- Roth- ramping up the growth profile. Upgrading to buy, $101 PT HAS- Barclays- expecting a strong 2H14. Upgrading to OW from Neutral. $59 PT HBAN- KBW- upgrading to OP. $11.50 PT STI- Evercore- Downgrading to EW as NIM headwinds pressure EPS and limit upside. Refiners- MSCO- drop it down; accelerated drop-downs are a key to refining performance. See ~30% sector value. PSX MPC WNR PBF VLO 3D- Piper- favorable feedback from 3D printing industry survey. Remain bullish on the space. CDNS- JPM- downgrade to neutral FIVE- Wells- upgrading to OP. VAL- GSCO- quality growth at a discount valuation. Upgrading to Buy, add to CL AGN- UBS- upgrading to Buy while we wait for a deal SANM- DBK- improving fundamentals. Upgrading to Hold EFX- DBK- raising PT and EPS ahead of Q2 results AMZN- Citi- downgrading to Neutral as investors become less forgiving. PT down to $395 RLGY- Citi- upgrade to buy. $43 PT ZMH- RBC- Q2 consensus est’s may prove a bit optimistic NILE- Baird- downgrading to MP PPO- Blair- court ruling is big. Absence of stock reaction creates a near term oppty CMG- Baird- spicy comps lead to Q2 blowout. Raise PT to $800(st high) TTS- Baird- Q2 preview: lowering est’s on the heels of weak industry indicators QIWI- Susq- initiating coverage with Positive. $50 PT APA- Barclays- we see shares poised to rise—downside may be ‘dead money”. PT to $130 EGAS- Wunderlich- upgrading to buy. PT to $13.50 KORS- PJ- KORS gains placement within JWN anniversary sale; handbag sell-outs already. Reit OW $115 PT :Advancers: CMG +10.4% (3.1k); 2Q EPS Tops Est., Boosts Yr Comp Sales View RSH +7.8% (3.4k) FCEL +4.5% (4.3k); Unit Awarded EUR4.9m in Research Awards in Germany… APA +4.4% (1.9k); Jana Has $1b Position in Apache; Gains 4.5% Post-Mkt PLUG +3.5% (205.2k) KNDI +3.2% (4.7k) GPRO +2.8% (22.9k); Gains After Positive Cramer Mention LMT +2.5% (1.1k); Boosts 2014 EPS View; 2Q EPS $2.76, Est. $2.66 Decliners: HOG -1.6% (4.4k); 2Q EPS Beats Ests., Lowers 2014 Motorcycle Shipment View KO -1.3% (35k); 2Q Oper. Rev. Misses Est.
Posted on: Tue, 22 Jul 2014 11:57:00 +0000
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