Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Cari buxiti,
- Che dire di Golman Sachs, i cui recenti earnings sono stati positivi e che
potrebbe essere tra i primi a beneficiare di un aumento dei tassi?
https://seekingalpha.com/article/4118382-goldman-sachs-case-
260?auth_param=1e9j7a:1cvgku3:77d27e7149374a0f9ced185bef47e38b
&uprof=45&dr=1#alt2
Si aggiunge che, oltre a beneficiare del poteniale taglio fiscale, Goldman
Sachs sembra essere la prima potenziale in corsa per godere di una
(probabile) deregulation nel settore bancario.
https://seekingalpha.com/news/3306125-2018-big-year-bank-stocks-
morgan-stanley?uprof=45&dr=1#email_link
Page 2 of 6
Irrobuxtiamo la strategia 31 Ottobre 2017
- Questo articolo pone gia per la seconda volta laccento sullindebitamento
di Amazon per mandare avanti lazienda.
Quello che afferma lautore e che un solo trimestre non determina un
trend e comunque Amazon e abituata da sempre a investire nel futuro.
Dallaltro lato, non si tratta di garanzie di ritorno al 100% e non ci sono
segni di rallentamento dellindebitamento
La mia provocazione e: quali sonon i rischi che il cash-burning Amazon
diventi una versione piu grande di Netflix?
https://seekingalpha.com/article/4118423-important-detail-quarterly-
report-amazon-
glossed?auth_param=1e9j7a:1cvgtkd:453475c800642f4b91f32bd9a633a
7a3&uprof=45&dr=1#alt1
- Focus su Apple, che viene definita oggi da HSBC come un bene di lusso
(paragonabile a LV e Prada).
Dallaltro lato pero afferma anche come stia raschiando il barile delle sue
vendite retail e di come le cattive vendite dellIpohone 8 in Cina lhanno
costretta a riduzioni del 14/20% sullIphone 8.
https://seekingalpha.com/news/3306094-hsbc-analyst-calls-apple-
luxury-brand-chinese-vendors-cut-iphone-8-
prices?uprof=45&dr=1#email_link
Page 3 of 6
Irrobuxtiamo la strategia 31 Ottobre 2017
aspettare per un pullback.
https://seekingalpha.com/article/4118754-caterpillar-wow#alt2
Alerts
Massimim da 52 settimane raggiunti per Paypal, Ferrari e Nvidia.
Trading ideas
Up/Downgrade
Microsoft Corp. (NASDAQ: MSFT) was raised to Buy from Hold with a $95 price
target at Argus. This is after last weeks solid earnings created waves of Microsoft
analyst target hikes. Argus believes that the company is well positioned to grow
commercial revenue as the process of digital transformation continues, and it sees
Azure cloud services, Dynamics CRM and Office 365 as primary growth drivers.
Microsoft has a 52-week range of $57.28 to $86.20.
Page 4 of 6
Irrobuxtiamo la strategia 31 Ottobre 2017
Da MarketBeat.com
Apple Inc. (NASDAQ:AAPL) was upgraded by analysts at Piper Jaffray Companies from
an "in-line" rating to a "buy" rating. They now have a $200.00 price target on the stock,
up previously from $196.00. 20.0% upside from the previous close of $166.72. Read
More.
Barclays PLC (NYSE:BCS) was upgraded by analysts at Keefe, Bruyette & Woods from
an "underperform" rating to a "market perform" rating. Previous closing price of
$9.66. Read More.
Gemalto Nv (OTCMKTS:GTOMY) was upgraded by analysts at HSBC Holdings plc
from a "hold" rating to a "buy" rating. Previous closing price of $19.64. Read More.
Merck & Company, Inc. (NYSE:MRK) was upgraded by analysts at Jefferies Group
LLC from an "underperform" rating to a "hold" rating. They now have a $48.00 price
target on the stock, down previously from $54.41. 12.3% downside from the previous
close of $54.71. Read More.
Microsoft Corporation (NASDAQ:MSFT) was upgraded by analysts at Argus from a
"hold" rating to a "buy" rating. They now have a $95.00 price target on the stock, up
previously from $57.28. 13.2% upside from the previous close of $83.89. Read More.
Volkswagen AG (OTCMKTS:VLKAY) was upgraded by analysts at Societe Generale
from a "hold" rating to a "buy" rating. Previous closing price of $37.14. Read More.
Deutsche Post AG (OTCMKTS:DPSGY) is now covered by analysts at Berenberg
Bank. They set a "buy" rating on the stock. Previous closing price of $45.87. Read More.
Baidu, Inc. (NASDAQ:BIDU) had its price target raised by analysts at Oppenheimer
Holdings, Inc. from $250.00 to $295.00. They now have an "outperform" rating on the
stock. 24.8% upside from the previous close of $236.41. Read More.
Walt Disney Company (The) (NYSE:DIS) had its price target lowered by analysts at
Morgan Stanley from $130.00 to $120.00. They now have an "overweight" rating on the
stock. 22.4% upside from the previous close of $98.04. Read More.
Ford Motor Company (NYSE:F) had its price target raised by analysts at Morgan Stanley
from $9.00 to $10.00. They now have an "underweight" rating on the stock. 17.4%
downside from the previous close of $12.10. Read More.
GlaxoSmithKline plc (LON:GSK) had its price target lowered by analysts at Jefferies
Group LLC from GBX 1,700 ($22.43) to GBX 1,540 ($20.32). They now have a "buy"
rating on the stock. Read More.
HSBC Holdings plc (LON:HSBA) had its price target lowered by analysts at Deutsche
Bank AG from GBX 737 ($9.73) to GBX 700 ($9.24). They now have a "hold" rating on
the stock. Read More.
Microsoft Corporation (NASDAQ:MSFT) had its price target raised by analysts at
Oppenheimer Holdings, Inc. from $80.00 to $92.00. They now have an "outperform"
rating on the stock. 9.7% upside from the previous close of $83.89. Read More.
Weir Group PLC (LON:WEIR) had its price target raised by analysts at Peel Hunt from
GBX 2,100 ($27.71) to GBX 2,300 ($30.35). They now have a "buy" rating on the
stock. Read More.
Yelp Inc. (NYSE:YELP) had its price target raised by analysts at Roth Capital from
$35.00 to $41.00. They now have a "neutral" rating on the stock. 13.0% downside from
the previous close of $47.15. Read More.
Page 5 of 6
Irrobuxtiamo la strategia 31 Ottobre 2017
Insider sales:
Page 6 of 6