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Irrobuxtiamo la strategia – 25 Gennaio 2018

Cari buxiti,

- Il prezzo attuale di Netflix potrebbe essere pompato secondo vari dati.


http://bit.ly/2DMyVw9

- Nomura inizia a coprire Microsoft con un BUY e un TP a $112 (+11% upside).


http://bit.ly/2BtymSN

- Alibaba è un BUY. Crescita delle revenues, margini alti e TP a $235.


http://bit.ly/2E8Bdn9
China Renaissance rialza il TP a $230 (+18%) e mantiene il BUY.
http://bit.ly/2DEPA5L
Ennesimo elogio basato su performance e leadership in vari settori.
http://bit.ly/2GiCsAE

- Ferrari: questo analista è bullish e pone il TP a $130 entro fine anno.


La concorrenza si fa sempre piú agguerrita e mi sa che dovró rimuovere il
titolo da quelli in osservazione.
http://bit.ly/2DPVYpZ

- Anche Wal-Mart potrebbe aumentare (significativamente) il dividendo grazie


alla riforma fiscale.
http://bit.ly/2naFj70

- ASML sembra essere il leader della produzione di semiconductors di


litografia (?) che sembra essere il trend del futuro.
http://bit.ly/2DDacuR

- Non fidatevi del dip in Apple; l’azienda rimane in buone condizioni mentre il
rimpatrio di capitali e l’innovazione dei propri prodotti rendono le
prospettive anche piú rosee.
http://bit.ly/2BsWHbq

- Nvidia ha ancora grandi margini di crescita: il segmento auto vale


attualmente $87milioni e un potenziale da $9miliardi in revenue.
Similarmente anche il segmento Data Centre vale $1,6miliardi ma il TAM
(Total addressable market) ;e di circa 30 miliardi.
http://bit.ly/2Ff2Yda

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Irrobuxtiamo la strategia – 25 Gennaio 2018
Mizuho preferisce AMD e Nvidia a Zilinx.
http://bit.ly/2FeFg0z

- Caterpillar ha spaccato agli earnings: profitti per $2,16 contro i $0.83


previsti che non tengono ancora conto della riforma fiscale e dei progetti di
espansione del 2018.
http://bit.ly/2nbKP9A
Crescita delle vendite a +34% y/y grazie anche all’espansione nell’APAC.
http://bit.ly/2DK8UOb

- Baidu potrebbe essere completamente prezzato e considerato un HOLD per il


medio termine.
http://bit.ly/2DwIhJ1

- Amazon ottiene un aumento di TP (l’ennesimo!) da parte di D.A. Davidson da


$1500 a $1800 (+33%).
GBH Insights consiglia Amazon, facebook e Alphabet prima degli earnings.
#IlRitornoDeiFAAMG
http://bit.ly/2Dz1EkL
Proprio secondo queste stime, AWS potrebbe valere giá $220/250miliardi da
solo. Se AWS diventasse uno spin-off, potrebbe valere giá $400 ad azione da
solo.
http://bit.ly/2DE6gKz

- Bitcoin: per chi sappia cosa siano i fork e sia curioso ecco le prossime date
attese.
1 Febbraio Bitcoin Cash Plus
Gennaio~ Bitcoin Private.
http://bit.ly/2ncR7oB

- La posizione in Bank of America sembra destinata a restare: +8% da inizio


anno, l’economia accelera e favorisce prestiti e stabilitá dei crediti e il dollaro
in calo rialza i tassi dei bond.
http://bit.ly/2nbjJ21
Stessa posizione basata su analisi storiche e sulla crescita del dividendo,
potenziali capital gain, performance stabili e su vari aspetti qualitativi.
http://bit.ly/2GiCsAE

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Irrobuxtiamo la strategia – 25 Gennaio 2018
- Brutte news per bitcoin su BUX: l’Autoritá dei mercati finanziari olandese
vuole bannare i CFD sulle cripto perché porterebbo a speculazioni eccessive a
cui gli utenti possono rivolgersi per controbilanciare i bassi tassi.
http://bit.ly/2Bt8UwD
Previsioni:
Tom Lee, Fundstrat: $25,000
Julian Hosp, TenX co–founder: $60,000
Kay Van-Petersen, Saxo Bank: $100,000.
Dave Chapman, Octagon Strategy: $100,000.
John McAfee, entrepreneur: $140,000.
http://bit.ly/2GjdxNl

- I dati dei buoni earnings di Intel.


http://bit.ly/2E8BDtJ

Trading ideas

Grafico che spero essere ma che poggia su basi logiche: Facebook sembra aver
incocciato la resistenza e secondo l’RSI potrebbe essere overbought.
http://bit.ly/2Fi2piC
Alibaba sembra aver superato la resistenza a $192 circa.
http://bit.ly/2rJmTz4
E durante gli earnings, Alibaba tende a performare meglio.
http://bit.ly/2Bu055G

Apple potrebbe essere sulla linea di supporto bassa all’interno di un canale


ascendente.
http://bit.ly/2nd5sBn

Alerts

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Irrobuxtiamo la strategia – 25 Gennaio 2018
Massimali per Alibaba, Paypal, Amazon, Google e Wal-Mart.

Up/Downgrade

Da 24/7 Wall St.


Amazon.com Inc. (NASDAQ: AMZN) was reiterated as Buy and the price target was raised to $1,800
from $1,500 at D.A. Davidson. Amazon closed at $1,357.51 and was indicated up at $1,370 after the
call. The consensus target price was closer to $1,340, but the prior street-high analyst target was
down at $1,600 ahead of this call.

Facebook Inc. (NASDAQ: FB) was reiterated as Buy with a $230 price target (versus a
$186.55 close) at Wedbush Securities.

General Electric Co. (NYSE: GE) was maintained as Buy at Citigroup, but the price target
was cut to $23 from $24. Independent Research maintained its Hold rating but cut its GE
target price to $17.50 from $19.00.

Microsoft Corp. (NASDAQ MSFT) was started as Buy with a $102 price target at Instinet in a late-
Tuesday call. The stock was up 0.3% at $91.90 on Tuesday and was indicated up 0.5% at $92.35 on
Wednesday. The consensus price target was $96.06.
Oracle Corp. (NYSE: ORCL) was started as Buy with a $64 price target at Instinet in a late-Tuesday
call. Oracle was up 0.8% at $51.12 on Tuesday and was indicated up 0.3% at $51.27 on Wednesday.
Its consensus analyst target was $55.77.

Da MarketBeat.com

 easyJet (LON:EZJ) was upgraded by analysts at Numis Securities Ltd to a "hold" rating. They
now have a GBX 1,508 ($20.45) price target on the stock. Read More.
 BlackRock (NYSE:BLK) was downgraded by analysts at Citigroup Inc from a "buy" rating to a
"neutral" rating. current price of $577.40. Read More.
 Diageo (LON:DGE) was downgraded by analysts at Beaufort Securities to a "hold" rating. They now
have a GBX 2,500 ($33.90) price target on the stock, down previously from GBX 2,600 ($35.26). Read
More.
 Microsoft (NASDAQ:MSFT) is now covered by analysts at Instinet. They set a "buy" rating on the
stock. current price of $93.00. Read More.

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Irrobuxtiamo la strategia – 25 Gennaio 2018
 Apple (NASDAQ:AAPL) had its price target lowered by analysts at Morgan Stanley from $205.00 to
$200.00. They now have an "overweight" rating on the stock. 15.3% upside from the current price of
$173.50. Read More.
 Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at DA Davidson from $1,500.00
to $1,800.00. They now have a "buy" rating on the stock. 31.1% upside from the current price of
$1,372.78. Read More.
 General Electric (NYSE:GE) had its price target lowered by analysts at Royal Bank of Canada to
$17.00. They now have a "sector perform" rating on the stock. 3.4% upside from the current price of
$16.44. Read More.
 General Electric (NYSE:GE) had its price target lowered by analysts at Citigroup Inc from $24.00 to
$23.00. They now have a "buy" rating on the stock. 39.9% upside from the current price of
$16.44. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Morgan Stanley from $163.00 to
$178.00. They now have an "overweight" rating on the stock. 6.6% upside from the current price of
$167.01. Read More.
 Mastercard (NYSE:MA) had its price target raised by analysts at Oppenheimer Holdings Inc. from
$160.00 to $182.00. They now have an "outperform" rating on the stock. 9.0% upside from the
current price of $167.01. Read More.
 Procter & Gamble (NYSE:PG) had its price target raised by analysts at Morgan Stanley from $90.00
to $92.00. They now have an "equal weight" rating on the stock. 4.2% upside from the current price
of $88.31. Read More.
 Visa (NYSE:V) had its price target raised by analysts at Morgan Stanley from $126.00 to $137.00.
They now have an "overweight" rating on the stock. 10.0% upside from the current price of
$124.55. Read More.
 Visa (NYSE:V) had its price target raised by analysts at Oppenheimer Holdings Inc. from $125.00 to
$143.00. They now have an "outperform" rating on the stock. 14.8% upside from the current price of
$124.55. Read More.
 Carrefour (OTCMKTS:CRRFY) was upgraded by analysts at Sanford C. Bernstein from an
"underperform" rating to a "market perform" rating. current price of $4.83. Read More.
 Oracle (NYSE:ORCL) is now covered by analysts at Instinet. They set a "buy" rating and a
$51.12 price target on the stock. Read More.
 Amgen (NASDAQ:AMGN) had its price target raised by analysts at JPMorgan Chase & Co.
from $184.00 to $189.00. They now have a "neutral" rating on the stock. 1.6% downside
from the current price of $191.99. Read More.
 Chevron (NYSE:CVX) had its price target raised by analysts at Morgan Stanley from $130.00
to $145.00. They now have an "overweight" rating on the stock. 10.3% upside from the
current price of $131.43. Read More.
 eBay (NASDAQ:EBAY) had its price target raised by analysts at Credit Suisse Group AG from
$44.00 to $46.00. They now have an "outperform" rating on the stock. 15.7% upside from
the current price of $39.77. Read More.
 easyJet (LON:EZJ) had its price target raised by analysts at JPMorgan Chase & Co. from GBX
1,550 ($21.02) to GBX 1,800 ($24.41). They now have an "overweight" rating on the
stock. Read More.
 easyJet (LON:EZJ) had its price target raised by analysts at Deutsche Bank AG from GBX
1,450 ($19.66) to GBX 1,560 ($21.16). They now have a "hold" rating on the stock. Read
More.
 easyJet (LON:EZJ) had its price target raised by analysts at Beaufort Securities from GBX
1,460 ($19.80) to GBX 1,530 ($20.75). They now have a "hold" rating on the stock. Read
More.

Page 5 of 6
Irrobuxtiamo la strategia – 25 Gennaio 2018
 Halliburton (NYSE:HAL) had its price target raised by analysts at B. Riley from $55.00 to
$65.00. They now have a "buy" rating on the stock. 14.4% upside from the current price of
$56.83. Read More.
 Netflix (NASDAQ:NFLX) had its price target raised by analysts at BTIG Research from
$225.00 to $330.00. They now have a "buy" rating on the stock. 31.8% upside from the
current price of $250.29. Read More.
 Procter & Gamble (NYSE:PG) had its price target raised by analysts at JPMorgan Chase &
Co. from $90.00 to $98.00. They now have a "neutral" rating on the stock. 10.1% upside
from the current price of $89.05. Read More.
 PPG Industries (NYSE:PPG) had its price target lowered by analysts at Citigroup Inc from
$128.00 to $125.00. They now have a "neutral" rating on the stock. 6.6% upside from the
current price of $117.25. Read More.
 Verizon Communications (NYSE:VZ) had its price target raised by analysts at SunTrust
Banks, Inc. to $58.00. They now have a "hold" rating on the stock. 9.0% upside from the
current price of $53.23. Read More.
 Verizon Communications (NYSE:VZ) had its price target raised by analysts at Bank of
America Corp from $55.00 to $58.00. They now have a "buy" rating on the stock. 9.0%
upside from the current price of $53.23. Read More.
 Verizon Communications (NYSE:VZ) had its price target raised by analysts at JPMorgan
Chase & Co. from $52.00 to $58.00. They now have a "neutral" rating on the stock. 9.0%
upside from the current price of $53.23. Read More.

Insider sales:

Da Daily Trade Alert:

 BlackRock (BLK) downgraded by Citi from Buy to Neutral


 United Continental (UAL) downgraded by Evercore ISI from Outperform to In Line

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