14 июля 2020, 15:34
Рекомендации брокерских фирм по рынку США 14-07-20
Рекомендации брокерских фирм по рынку США 14-07-20
UPGRADES
UPGRADES
| Graco (GGG) |
| _ Robert W. Baird | Action: Upgrade | Ratings Change: Neutral » Outperform | Price Tgt: $58 |
| Hanesbrands (HBI) |
| _ Credit Suisse | Action: Upgrade | Ratings Change: Neutral » Outperform | Price Tgt: $15 |
| Harley-Davidson (HOG) |
| _ BMO Capital Markets | Action: Upgrade | Ratings Change: Market Perform » Outperform | Price Tgt: $23 » $33 |
| Hecla Mining (HL) |
| _ B. Riley FBR | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: $5.70 |
| Honda Motor (HMC) |
| _ CLSA | Action: Upgrade | Ratings Change: Underperform » Buy | Price Tgt: -- |
| ICICI Bank (IBN) |
| _ Bernstein | Action: Upgrade | Ratings Change: Mkt Perform » Outperform | Price Tgt: -- |
| Laboratory Corp (LH) |
| _ BofA Securities | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: $194 » $220 |
| Lumber Liquidators (LL) |
| _ Loop Capital | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $11 » $18 |
| Matador Resources (MTDR) |
| _ MKM Partners | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: $12 |
| Quest Diagnostics (DGX) |
| _ BofA Securities | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: $142 |
| RMR Group (RMR) |
| _ Citigroup | Action: Upgrade | Ratings Change: Sell » Neutral | Price Tgt: $28 |
| Taiwan Semi (TSM) |
| _ CLSA | Action: Upgrade | Ratings Change: Outperform » Buy | Price Tgt: -- |
| Wayfair (W) |
| _ Wedbush | Action: Upgrade | Ratings Change: Neutral » Outperform | Price Tgt: $165 » $240 |
| DOWNGRADES |
| Analog Devices (ADI) |
| _ Edward Jones | Action: Downgrade | Ratings Change: Buy » Hold | Price Tgt: -- |
| Benefytt Technologies (BFYT) |
| _ SVB Leerink | Action: Downgrade | Ratings Change: Outperform » Mkt Perform | Price Tgt: -- |
| Carnival (CCL) |
| _ SunTrust | Action: Downgrade | Ratings Change: Hold » Sell | Price Tgt: $10 |
| Carnival (CCL) |
| _ Macquarie | Action: Downgrade | Ratings Change: Outperform » Neutral | Price Tgt: $27 » $18 |
| Celsion (CLSN) |
| _ Dawson James | Action: Downgrade | Ratings Change: Buy » Neutral | Price Tgt: -- |
| EverQuote (EVER) |
| _ BofA Securities | Action: Downgrade | Ratings Change: Neutral » Underperform | Price Tgt: $48 |
| Lyft (LYFT) |
| _ Northcoast | Action: Downgrade | Ratings Change: Buy » Neutral | Price Tgt: -- |
| Manpower (MAN) |
| _ Goldman | Action: Downgrade | Ratings Change: Neutral » Sell | Price Tgt: $57 » $54 |
| Netflix (NFLX) |
| _ UBS | Action: Downgrade | Ratings Change: Buy » Neutral | Price Tgt: $535 |
| Norwegian Cruise Line (NCLH) |
| _ Macquarie | Action: Downgrade | Ratings Change: Outperform » Neutral | Price Tgt: $21 » $17 |
| Norwegian Cruise Line (NCLH) |
| _ SunTrust | Action: Downgrade | Ratings Change: Buy » Hold | Price Tgt: $14 » $13 |
| Royal Caribbean (RCL) |
| _ SunTrust | Action: Downgrade | Ratings Change: Buy » Hold | Price Tgt: $48 |
| Royal Caribbean (RCL) |
| _ Macquarie | Action: Downgrade | Ratings Change: Outperform » Neutral | Price Tgt: $56 » $52 |
| Spotify (SPOT) |
| _ UBS | Action: Downgrade | Ratings Change: Buy » Sell | Price Tgt: $189 » $204 |
| Teradyne (TER) |
| _ Craig Hallum | Action: Downgrade | Ratings Change: Buy » Hold | Price Tgt: $76 |
| COVERAGE INITIATED |
| 21Vianet (VNET) |
| _ UBS | Action: Initiated | Ratings Change: Buy | Price Tgt: $32 |
| Aspen Group (ASPU) |
| _ B. Riley FBR | Action: Initiated | Ratings Change: Buy | Price Tgt: $14 |
| Audiocodes (AUDC) |
| _ Jefferies | Action: Initiated | Ratings Change: Buy | Price Tgt: $40 |
| Automatic Data (ADP) |
| _ Goldman | Action: Initiated | Ratings Change: Sell | Price Tgt: $146 |
| Cavco Industries (CVCO) |
| _ Wedbush | Action: Initiated | Ratings Change: Neutral | Price Tgt: $195 |
| Change Healthcare (CHNG) |
| _ Citigroup | Action: Initiated | Ratings Change: Buy | Price Tgt: $15 |
| CRISPR Therapeutics (CRSP) |
| _ SunTrust | Action: Initiated | Ratings Change: Buy | Price Tgt: $140 |
| Digital Realty Trust (DLR) |
| _ Edward Jones | Action: Initiated | Ratings Change: Hold | Price Tgt: -- |
| eHealth (EHTH) |
| _ Citigroup | Action: Initiated | Ratings Change: Buy | Price Tgt: $135 |
| Equinix (EQIX) |
| _ Edward Jones | Action: Initiated | Ratings Change: Buy | Price Tgt: -- |
| Equitrans Midstream (ETRN) |
| _ JP Morgan | Action: Initiated | Ratings Change: Neutral | Price Tgt: $11 |
| Euronet (EEFT) |
| _ Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $101 |
| EVERTEC (EVTC) |
| _ Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $29 |
| EVO Payments (EVOP) |
| _ Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $23 |
| Fidelity Nat'l Info (FIS) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $164 |
| Fidelity Nat'l Info (FIS) |
| _ Argus | Action: Initiated | Ratings Change: Buy | Price Tgt: $160 |
| Fiserv (FISV) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $125 |
| FleetCor (FLT) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $301 |
| Forma Therapeutics (FMTX) |
| _ Jefferies | Action: Initiated | Ratings Change: Buy | Price Tgt: $54 |
| Forma Therapeutics (FMTX) |
| _ Credit Suisse | Action: Initiated | Ratings Change: Outperform | Price Tgt: $64 |
| Forma Therapeutics (FMTX) |
| _ SVB Leerink | Action: Initiated | Ratings Change: Outperform | Price Tgt: $54 |
| Frequency Therapeutics (FREQ) |
| _ Oppenheimer | Action: Initiated | Ratings Change: Outperform | Price Tgt: $36 |
| GDS Holdings (GDS) |
| _ UBS | Action: Initiated | Ratings Change: Buy | Price Tgt: $112 |
| Genetron (GTH) |
| _ BTIG Research | Action: Initiated | Ratings Change: Buy | Price Tgt: $20 |
| Genetron (GTH) |
| _ Canaccord Genuity | Action: Initiated | Ratings Change: Buy | Price Tgt: $19 |
| Global Payments (GPN) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $197 |
| GrowGeneration (GRWG) |
| _ Oppenheimer | Action: Initiated | Ratings Change: Outperform | Price Tgt: $15 |
| Health Catalyst (HCAT) |
| _ Citigroup | Action: Initiated | Ratings Change: Buy | Price Tgt: $40 |
| HMS Holdings (HMSY) |
| _ Citigroup | Action: Initiated | Ratings Change: Neutral | Price Tgt: $34 |
| Inovalon (INOV) |
| _ Citigroup | Action: Initiated | Ratings Change: Neutral | Price Tgt: $20 |
| International General Insurance (IGIC) |
| _ RBC Capital Mkts | Action: Initiated | Ratings Change: Outperform | Price Tgt: $10 |
| Livongo Health (LVGO) |
| _ Citigroup | Action: Initiated | Ratings Change: Buy | Price Tgt: $125 |
| MasterCard (MA) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $364 |
| Open Lending (LPRO) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $20 |
| Paychex (PAYX) |
| _ Goldman | Action: Initiated | Ratings Change: Sell | Price Tgt: $64 |
| Phreesia (PHR) |
| _ Citigroup | Action: Initiated | Ratings Change: Neutral | Price Tgt: -- |
| Progenity (PROG) |
| _ Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $11 |
| Progenity (PROG) |
| _ Raymond James | Action: Initiated | Ratings Change: Outperform | Price Tgt: $15 |
| Progenity (PROG) |
| _ Robert W. Baird | Action: Initiated | Ratings Change: Outperform | Price Tgt: $12 |
| Relmada Therapeutics (RLMD) |
| _ Oppenheimer | Action: Initiated | Ratings Change: Outperform | Price Tgt: $75 |
| Repare Therapeutics (RPTX) |
| _ Piper Sandler | Action: Initiated | Ratings Change: Overweight | Price Tgt: -- |
| Royalty Pharma (RPRX) |
| _ Evercore ISI | Action: Initiated | Ratings Change: In-line | Price Tgt: -- |
| Square (SQ) |
| _ Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $133 |
| Stantec (STN) |
| _ RBC Capital Mkts | Action: Initiated | Ratings Change: Sector Perform | Price Tgt: -- |
| Teladoc (TDOC) |
| _ Citigroup | Action: Initiated | Ratings Change: Buy | Price Tgt: $275 |
| Visa (V) |
| _ Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $223 |
| Western Union (WU) |
| _ Goldman | Action: Initiated | Ratings Change: Sell | Price Tgt: $22 |
| WEX (WEX) |
| _ Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $164 |
| COVERAGE RESUMED |
| D.R. Horton (DHI) |
| _ JMP Securities | Action: Resumed | Ratings Change: Mkt Outperform | Price Tgt: $70 |
| EQT Corp. (EQT) |
| _ Evercore ISI | Action: Resumed | Ratings Change: In-line | Price Tgt: -- |
| Green Brick Partners (GRBK) |
| _ JMP Securities | Action: Resumed | Ratings Change: Mkt Outperform | Price Tgt: $16 |
| Lennar (LEN) |
| _ JMP Securities | Action: Resumed | Ratings Change: Mkt Outperform | Price Tgt: $83 |
| LGI Homes (LGIH) |
| _ JMP Securities | Action: Resumed | Ratings Change: Mkt Outperform | Price Tgt: $120 |
| M/I Homes (MHO) |
| _ JMP Securities | Action: Resumed | Ratings Change: Mkt Outperform | Price Tgt: $47 |
| TRI Pointe Homes (TPH) |
| _ JMP Securities | Action: Resumed | Ratings Change: Mkt Outperform | Price Tgt: $21 |
| REITERATED/PRICE TARGET CHANGED |
| Advanced Micro (AMD) |
| _ Cowen | Action: Reiterated | Ratings Change: Outperform | Price Tgt: $60 » $65 |
| Camping World (CWH) |
| _ Monness Crespi & Hardt | Action: Reiterated | Ratings Change: Buy | Price Tgt: $28 » $33 |
| Equillium (EQ) |
| _ H.C. Wainwright | Action: Reiterated | Ratings Change: Buy | Price Tgt: $14 » $24 |
| NVIDIA (NVDA) |
| _ Cowen | Action: Reiterated | Ratings Change: Outperform | Price Tgt: $410 » $475 |
0 Комментариев
21:41
Nikstudent, в точку! нефть скоро будет по 40, а следом и лукойл по 4000
21:41
• Производство стали 11м 2024г: МИР 1,695 млрд т (-1,4% г/г), Ноябрь 146,8 млн т (+0,8% г/г).
• 11м 2024г: Китай 929,2 млн т (-2,7% гг), Ноябрь 78,4 млн т (+2,5% г/г).
• 11м 2024г: Индия 135,9 мл...
Кай Лёд, следующий контракт дешевле, кто покупает этот?
Чингачгук (Великий Змей), я тоже озадачился — как они из-под опеки батьки вырвались?
Андрей Андреев, очнитесь, война идёт 3 года и даже в такой ситуации сбер платит дивы
Бекас, сомневаешься, что разберутся
А не выйти ли, пока дают
Технический комментарий и анализ эмоционального состояния рынка(через индекс ММВБ)-индекс меня расстроил, были все предпосылки уходить выше 2800.Это закладывалось в прогноз, до объявления ставки.
Бо...
21:30
Tverskoy_homyak, Ну вот я пожалуй писал пару раз и про ОФЗ и про ставку — кто-то читал, интересно? :) но обычно я и не пишу, зачем оно мне :) тут же столько «гуру» вокруг :)
21:17
Возможность кидка от втб так же фиксируется на долгосрок для всех покупателей. Опыт отказа платить по субордам у втб имеется.