Buongoirno/buonasera Buxiti,

Le news e le riflessioni di oggi:

- #Apple ha un po di problem: JP Morgan ribassa le attese di vendite di Iphone da 49.5m a 42.2m

(https://stocknews.com/news/aapl-jp-morgan-analyst-cuts-total-iphone-shipments-estimate-
for-q4/) e fissa il target price a $165 (http://bit.ly/2uNPF2a).

- #Visa; stanotte escono gli earnings e ci sono alcuni motivi per essere fiduciosi. Revenues in
crescita del 46% nel primo semester, ($4,7b), volume fuori dagli US a +60% year to year,
riacquisto delle sue azioni. Se, ancora una volta, sorprendera con EPS piu alti delle attese, ce
di che esserne positivi (altrimenti si potrebbe vedere un bel profondo rosso).
http://bit.ly/2ufLpqJ

- #VISA edit: post market a +1,31% grazie a EPS di $0,05 piu alto delle attese
http://bit.ly/2tLfZoz
Visa, insieme a Mastercard e American Express stanno cercando lespansione in Cina
http://bit.ly/2uO0ykl

- #Ebay: EPS rispettate a $0,45, revenues a $2,33b piu alto di $20m delle attese titolo a -6,78%
http://bit.ly/2uf6fGu
#Microsoft a +1,01% grazie a cloud e taglio del personale.
http://on.mktw.net/2gLsUp4

- #Google, riflessione personale: il valore stenta a superare la famosa soglia dei $1000, facilmente
una linea di resistenza sis t aprofilando su Big G.
 - Riflessione su #Activision: neanche oggi si sfonda i $61,50, ma gli earnings Q2 sono vicini e
luscita del nuovo Overwacht.
http://bit.ly/2uEixcv

- Ennesimo consiglio di stare lontani da #Tesla: crescita del 28% per poi crollare. Sara dura
ricrescere e rispondere alle aspettative di Wall Street.
http://bit.ly/2uf7kwu

- E per quei poveretti (tra cui me) con investimenti in EasyJet, Lufthansa e Air France KLM, le mie
condoglianze per le perdite di oggi, che hanno toccata il 7% in media. Il tutto e stato dovuto a
due avvertimenti (da parte di EasyJet e Lufthansa) sulla concorrenza dai low cost per il resto
dellanno.
http://bit.ly/2vGkdPv

-#Netflix: il prezzo attuale e persino piu alto del Target Price medio di oltre 25 analisti!
http://on.wsj.com/2tuKhjW

- Buone news per gli amazzoni: Morgan Stanley ha aumentato il Target Price da $975 a $1200 (!)
http://bit.ly/2tLxEwa

- #Alcoa (che ho aperto poco fa a mo di prova); nonostante un inizio difficile, sembrerebbe avere
un future positive davanti. Revenue a +8%, uno dei migliri trimestri in termini di cashflow.
http://bit.ly/2vGwjrW

- #AMGEN ha avuto una recente approvazione di un suo prodotto farmaceutico (Aimovig per la
cura delle micranie).
http://bit.ly/2uNrH6Y

E ora gli up/downgrade della giornata:

Da Daily Trade Alert:

Nike (NKE) upgraded by Morgan Stanley from Equal Weight to Overweight

HP Inc. (HPQ) upgraded by Morgan Stanley from Equal Weight to Overweight

Pfizer (PFE) downgraded by Credit Suisse from Outperform to Neutral

Da MarkeetBeat.com
 Halliburton Company (NYSE:HAL) was upgraded by analysts at Seaport Global Securities from a
"neutral" rating to a "buy" rating. Previous closing price of $45.58. Read More.
HP Inc. (NYSE:HPQ) was upgraded by analysts at Royal Bank Of Canada from a "sector perform"
rating to an "outperform" rating. They now have a $22.00 price target on the stock, up
previously from $21.00. 17.6% upside from the previous close of $18.70. Read More.
L'Oreal SA (NASDAQ:LRLCY) was downgraded by analysts at Stifel Nicolaus from a "buy" rating
to a "hold" rating. Previous closing price of $42.75. Read More.
Pfizer, Inc. (NYSE:PFE) was downgraded by analysts at Credit Suisse Group from an
"outperform" rating to a "neutral" rating. They now have a $36.00 price target on the stock,
down previously from $38.00. 7.1% upside from the previous close of $33.62. Read More.
Johnson & Johnson (NYSE:JNJ) is now covered by analysts at Credit Suisse Group. They set an
"outperform" rating and a $148.00 price target on the stock. 9.5% upside from the previous
close of $135.21. Read More.
Tesla Inc. (NASDAQ:TSLA) is now covered by analysts at Citigroup Inc.. They set a "neutral"
rating and a $357.00 price target on the stock. 9.8% upside from the previous close of
$325.26. Read More.
Amazon.com, Inc. (NASDAQ:AMZN) had its price target raised by analysts at Morgan Stanley
from $975.00 to $1,200.00. They now have a "positive" rating on the stock. 16.9% upside from
the previous close of $1,026.87. Read More.
ASML Holding N.V. (NASDAQ:ASML) had its price target raised by analysts at Royal Bank Of
Canada from $135.00 to $155.00. They now have a "sector perform" rating on the stock. 2.9%
upside from the previous close of $150.63. Read More.
Barclays PLC (LON:BARC) had its price target lowered by analysts at Citigroup Inc. from GBX 180
($2.35) to GBX 160 ($2.09). They now have a "neutral" rating on the stock. Read More.
Rio Tinto plc (LON:RIO) had its price target raised by analysts at J P Morgan Chase & Co from
GBX 3,950 ($51.58) to GBX 4,000 ($52.23). They now have an "overweight" rating on the
stock. Read More.