Список проголосовавших за комментарий "Early Research Calls<p><strong><em>Misc</em></strong></p><ul><li><strong>DepoMed</strong> (DEPO 14.23) target lowered to $13 from $16 at Mizuho. Firm notes they expect weakness in the stock as investors digest the soft 1Q:17 guidance and consensus estimates come down. However, they also expect the stock to stabilize around some expectation of a company sale at a materially lower valuation. With Starboard remaining involved, they have raised their expected probability of takeout from 30% to 50%, but at a much lower EV/Sales multiple of 3.5x, applied to 2017 sales. The firm also assigns a lower probability to this outcome (50% vs. 70% previously). An equally weighted blend of these two methodologies generates the lowered PT</li><li><strong>Restoration Hardware</strong> (RH 38.00) target raised to $41 from $33 at Telsey Advisory Group. Firm notes the better sales growth in 1Q17, when retail has been challenging, points to improvement in underlying demand for RH products. However, with SKU rationalization still high, it is difficult to know how much of the sales growth is driven by clearance activity and what the true run-rate will be once the effort is completed. Their Market Perform rating is based on their view that the business remains in transition, given still large investments underway, and the company needs to demonstrate better execution and more stable profitability for the firm to get more positive</li><li><strong>Barclays</strong> <em><strong>initiates</strong> coverage on multiple</em> <strong><em>Consumer Internet names</em></strong>. Firm Believes the next five-plus years for consumer internet stocks could be the «Golden Years» for mobile, whereby most companies have transitioned their business and monetization is rapidly improving, and the next disruptive technologies to take users away from smartphones have yet to gain traction. They highlight there are structural differences and at the same time common trends across fiestern markets, China and emerging internet economies, which we explore at length below. overall and have thus, have a favorable outlook, supporting their positive industry view. As such, they initiate coverage on the following:<ul><li><strong>Amazon</strong> (AMZN) initiated with a Overweight</li><li><strong>eBay</strong> (EBAY) initiated with a Overweight at Barclays</li><li><strong>MercadoLibre</strong> (MELI) initiated with a Overweight at Barclays</li><li><strong>Alphabet A</strong> (GOOGL) initiated with a Overweight at Barclays</li><li><strong>Facebook</strong> (FB) initiated with a Overweight at Barclays</li><li><strong>Snap</strong> (SNAP) initiated with a Equal Weight at Barclays</li><li><strong>Twitter</strong> (TWTR) initiated with a Underweight at Barclays</li><li><strong>Groupon</strong> (GRPN) initiated with a Underweight at Barclays</li><li><strong>GoDaddy</strong> (GDDY) initiated with a Overweight at Barclays</li><li><strong>Shopify</strong> (SHOP) initiated with a Equal Weight at Barclays</li><li><strong>Wix.com</strong> (WIX) initiated with a Overweight at Barclays</li><li><strong>Web.com</strong> (WEB) initiated with a Equal Weight at Barclays</li><li><strong>Tencent</strong> (TCEHY) initiated with a Overweight at Barclays</li><li><strong>Alibaba</strong> (BABA) initiated with a Overweight at Barclays</li><li><strong>Baidu.com</strong> (BIDU) initiated with a Equal Weight at Barclays</li><li><strong>Weibo</strong> (WB) initiated with a Overweight at Barclays</li></ul></li></ul>"