Список проголосовавших за комментарий " Mobileye N.V. downgraded to Sector Perform at RBC Capital Mkts; tgt raised to $63.54 (60.62)<strong>RBC</strong> Capital Mkts downgrades <strong>MBLY</strong> to Sector Perform from Outperform and raises their tgt to $63.54 from $57 as they expect the Intel (<strong><strong>INTC</strong></strong>) deal to close. Remaining in firm's coverage the other players with ADAS/autonomous businesses are <strong>DLPH</strong> and <strong>ALV</strong>. <strong>DLPH</strong> could be a beneficiary here as they have partnerships with both <strong>MBLY</strong> and <strong>INTC</strong> and could become a go-to Tier 1 for the <strong>INTC</strong>/<strong>MBLY</strong> products. With respect to <strong>ALV</strong>, bulls will want to place a premium on their autonomous efforts. However, firm would be somewhat cautious about doing that to a player they believe is behind from a technology standpoint and now faces a competitor with greater resources. Firm wouldn't be surprised to see further «partnerships» between automotive companies (ie. <strong>ALV</strong>, Bosch, Conti, etc.) and tech/semi players (<strong>Nvidia</strong>, <strong>NXP</strong>, etc.) as players attempt to join resources to solve autonomous driving."