Irrobuxtiamo la strategia 3 Ottobre 2017

Cari buxiti,

- Iniziamo la giornata con Alibaba, uno dei sacri graal di molti investitori date le buone
prospettive, lespansione in Cina e il fatto che il Nasdaq lo consideri addirittura un concorrente
di Visa(!).
http://bit.ly/2xWRkTo
- Una simile minaccia a Visa e Mastercard sembra arrivare da Google che con Tez mira al mercato
indiano.
http://bit.ly/2xPzwu0
- Wal-mart perfeziona il suo business plan e apre alla concorrenza diretta ad Amazon. Acquistata
una start-up attiva nella logistica (consegna di prodotti nello stesso giorno) a meno di $10
milioni.
http://bit.ly/2yGMszh
- Nuove coperture da Stifel Nicolaus: Yum riceve un BUY e un TP di $88 (+19%); McDonalds
riceve un HOLD.
http://bit.ly/2g9FgVv
- Berkshire Hathaway prende una quota del 38,6% in Pilot Flying J (27000 dipendenti e $20+B in
revenues). Speriamo che Warren ci abbia visto giusto.
http://bit.ly/2xWKUDI
- (Potenziali) buone notizie per Amazon, a cui le autorita della concorrenza hanno richiesto di
vendere AWS. AWS, lunita cloud di Amazon, registra al momento $24miliardi in revenues (!) e
$5,5miliardi in operative earnings. Se Amazon dovesse vendere anche solo un 25% in questo
business da $150miliardi, otterrebbe oltre $30 miliardi da reinvestire in crescita.
http://bit.ly/2xTFCZG
- Questa breve analisi di Celgene evidenzia che le revenues potrebbero raggiungere i $15,5
miliardi (+15%) e potrebbe mantenere crescita in doppia cifra oltre il 2020.
http://bit.ly/2yGoT9F
- Boeing perde un grande cliente europeo (Monarch Airlines), ma la perdita non dovrebbe creare
problemi economici.
http://bit.ly/2xeV3bq
- Problemi in vista per Amazon a cui lUnione Europea potrebbe imporre il pagamento delle tasse
non pagate finora.
http://bit.ly/2xREUdP
- Grafica molto carina sullS&P500. Da inizio anno il settore piu proficuo e stato il tech, seguito
da healthcare e utilities. Da settembre, i piu proficui, invece, sono stati lEnergy, Telecom e
Consumer Staples.
http://bit.ly/2xZ127W

Trading Ideas:

Page 1 of 3
 Irrobuxtiamo la strategia 3 Ottobre 2017
- Facebook dovrebbe essere sulla soglia di un breakout, incorciamo le dita!
http://bit.ly/2kksxnp

Up/Downgrade

Da 24/7 Wall St.

General Motors Co. (NYSE: GM) was raised to Buy from Neutral with a $57 price objective
(versus a $42.15 close) at Merrill Lynch. Shares were indicated up 1.6% at $42.83, and that is
after a 4.4% rally on Monday to a prior 52-week high of $42.48. GM has a consensus target
price of $39.52.

Xerox Corp. (NYSE: XRX) was started as Neutral at UBS, and it was assigned a $36 price target
(versus a $33.46 close). Xerox has a consensus target price of $37.29.

Yum! Brands Inc. (NYSE: YUM) was started with a Buy rating and assigned an $88 price target at
Stifel. Yum has a 52-week range of $59.57 to $78.14 and a consensus analyst target of $79.40.

Da MarketBeat.com

BP p.l.c. (NYSE:BP) was upgraded by analysts at Kepler Capital Markets from a "reduce" rating to
a "hold" rating. Previous closing price of $38.39. Read More.
General Motors Company (NYSE:GM) (TSE:GMM.U) was upgraded by analysts at Bank of
America Corporation from a "neutral" rating to a "buy" rating. They now have a $57.00 price
target on the stock, up previously from $40.00. 35.2% upside from the previous close of
$42.15. Read More.
BAE Systems plc (LON:BA) was downgraded by analysts at Berenberg Bank to a "hold" rating.
They now have a GBX 600 ($7.96) price target on the stock, down previously from GBX 700
($9.29). Read More.
Bae Systems PLC (OTCMKTS:BAESY) was downgraded by analysts at Berenberg Bank from a
"buy" rating to a "hold" rating. Previous closing price of $34.09. Read More.
Alibaba Group Holding Limited (NYSE:BABA) is now covered by analysts at Credit Suisse Group.
They set an "outperform" rating and a $220.00 price target on the stock. 26.7% upside from the
previous close of $173.61. Read More.
J Sainsbury plc (LON:SBRY) is now covered by analysts at Berenberg Bank. They set a "buy"
rating and a GBX 300 ($3.98) price target on the stock. Read More.

Page 2 of 3
 Irrobuxtiamo la strategia 3 Ottobre 2017
Starbucks Corporation (NASDAQ:SBUX) is now covered by analysts at Stifel Nicolaus. They set a
"hold" rating and a $58.00 price target on the stock. 7.8% upside from the previous close of
$53.81. Read More.
Tesco PLC (NASDAQ:TSCDY) is now covered by analysts at Berenberg Bank. They set a "hold"
rating on the stock. Previous closing price of $7.49. Read More.
Tesco PLC (LON:TSCO) is now covered by analysts at Berenberg Bank. They set a "hold" rating
and a GBX 180 ($2.39) price target on the stock. Read More.
Chevron Corporation (NYSE:CVX) had its price target raised by analysts at Bank of America
Corporation from $120.00 to $125.00. They now have a "buy" rating on the stock. 6.4% upside
from the previous close of $117.43. Read More.
easyJet plc (LON:EZJ) had its price target raised by analysts at J P Morgan Chase & Co from GBX
1,350 ($17.91) to GBX 1,380 ($18.30). They now have an "underweight" rating on the
stock. Read More.
TripAdvisor, Inc. (NASDAQ:TRIP) had its price target raised by analysts at Citigroup Inc. from
$39.00 to $41.00. They now have a "neutral" rating on the stock. 0.0% upside from the previous
close of $40.98. Read More.

Da Daily Trade Alert:

General Motors (GM) upgraded by BofA/Merrill from Neutral to Buy

BAE Systems (BAESY) downgraded by Berenberg from Buy to Hold

Page 3 of 3