Ma arvan, et siinkohal on asi märksa pragmaatilisem.
Uueks aastaks ka veidi nalja:
Eile: BofA/Merrill upgraded priceline.com (PCLN) due to strong growth in international, expectations for a modest European recovery in 2H 2013, Kayak acquisition opportunities, and potential earnings upside vs. Expedia (EXPE). Price target raised to $770 from $690.
Täna:Hearing Priceline.com (PCLN) and Expedia (EXPE) cautious comments at BofA/Merrill related to margin pressures
Eile: BofA/Merrill upgraded priceline.com (PCLN) due to strong growth in international, expectations for a modest European recovery in 2H 2013, Kayak acquisition opportunities, and potential earnings upside vs. Expedia (EXPE). Price target raised to $770 from $690.
Täna:Hearing Priceline.com (PCLN) and Expedia (EXPE) cautious comments at BofA/Merrill related to margin pressures
Depardieu' puhul küll. Aga Bardot on eetiline isiksus, tema puhul on põhjus arvatavasti emotsionaalne.
Credit Suisse langetab täna Lululemon Athletica (LULU) reitingu Osta pealt Hoia peale ja hinnasihi $ 86 pealt $ 80 peale.
With slowing comp momentum likely and further merchandise margin pressure a distinct risk, we believe the shares are range bound.
Signs of Slowing Momentum in Mature Markets Gives Pause. LULU’s mature store (59% of stores) comp momentum has slowed in Canada over the past several quarters. We believe 3Q12’s low-single-digit comp highlights LULU’s challenges in driving incremental sales in these highly productive mature stores (Canada stores doing ~$3,000/sq ft vs. U.S’s ~$2,000.) With this recent deceleration, our prior thesis for sustained doubledigit
comps is at risk, as it was predicated on mature stores comping high
single digits.
Elevated Promotional Activity In Stores and Online. New and winter product lines appear to have stretched outside of the company’s comfort zone, with re-pricing actions, broader discounting, and higher markdown levels than we have historically seen. This adds risk to LULU’s margin profile, but also suggests challenges to driving incremental sales with new designs and product extensions (particularly in more mature markets).
Analüütikud on veendunud, et ettevõtte kasv eelkõige koduturul (Kanada) aeglustub ja tõmbab pidurit kogu ettevõtte kasvule. Uued kaubad pole tarbijate seas enam nii sooja vastuvõttu leidnud kui tavaliselt ja firma on sunnitud oma mugavustsoonist välja tulema ning tegema allahindlusi rohkem kui kunagi varem, mis omakorda paneb surve alla ka LULU marginaalid.
LULU kõrge valuatsioon (ettevaatav P/E 33) on olnud turuosalistele pinnuks silmas juba mõnda aega. Klientide seas on LULU joogarõivad küll äärmiselt populaarseks osutunud, aga skeptikute arvates ei saa selline moehullus väga jätkusuutlik siiski olla, mis seletab ka üsna kõrge lühikeseks müüjate osakaalu aktsias (ligi 20%). Samas on LULU mitu korda ka short selleritele ninanipsu andnud ning languse asemel hoopis rallinud. Kuigi CS väga üllatava infoga välja just ei tule (LULU allahindlustest on juba ka varem juttu olnud), siis eelturul toimuv annaks justkui täna mõista, et Credit Suisse analüütikute kahtlusi võetakse tõsiselt, sest aktsia on kauplemas 3% miinuspoolel, $ 73 taseme kandis.
With slowing comp momentum likely and further merchandise margin pressure a distinct risk, we believe the shares are range bound.
Signs of Slowing Momentum in Mature Markets Gives Pause. LULU’s mature store (59% of stores) comp momentum has slowed in Canada over the past several quarters. We believe 3Q12’s low-single-digit comp highlights LULU’s challenges in driving incremental sales in these highly productive mature stores (Canada stores doing ~$3,000/sq ft vs. U.S’s ~$2,000.) With this recent deceleration, our prior thesis for sustained doubledigit
comps is at risk, as it was predicated on mature stores comping high
single digits.
Elevated Promotional Activity In Stores and Online. New and winter product lines appear to have stretched outside of the company’s comfort zone, with re-pricing actions, broader discounting, and higher markdown levels than we have historically seen. This adds risk to LULU’s margin profile, but also suggests challenges to driving incremental sales with new designs and product extensions (particularly in more mature markets).
Analüütikud on veendunud, et ettevõtte kasv eelkõige koduturul (Kanada) aeglustub ja tõmbab pidurit kogu ettevõtte kasvule. Uued kaubad pole tarbijate seas enam nii sooja vastuvõttu leidnud kui tavaliselt ja firma on sunnitud oma mugavustsoonist välja tulema ning tegema allahindlusi rohkem kui kunagi varem, mis omakorda paneb surve alla ka LULU marginaalid.
LULU kõrge valuatsioon (ettevaatav P/E 33) on olnud turuosalistele pinnuks silmas juba mõnda aega. Klientide seas on LULU joogarõivad küll äärmiselt populaarseks osutunud, aga skeptikute arvates ei saa selline moehullus väga jätkusuutlik siiski olla, mis seletab ka üsna kõrge lühikeseks müüjate osakaalu aktsias (ligi 20%). Samas on LULU mitu korda ka short selleritele ninanipsu andnud ning languse asemel hoopis rallinud. Kuigi CS väga üllatava infoga välja just ei tule (LULU allahindlustest on juba ka varem juttu olnud), siis eelturul toimuv annaks justkui täna mõista, et Credit Suisse analüütikute kahtlusi võetakse tõsiselt, sest aktsia on kauplemas 3% miinuspoolel, $ 73 taseme kandis.
Ehk on põhjus siin
ymera,
Kas sul Coweni note SAI on olemas? Väidetavalt näevad 50% upside? Kommenteerid?
Eile US Army 240 mln leping, pole just kuigi suur arvestades market cap pea 4 bln.
Tänan vastuse eest,
Kas sul Coweni note SAI on olemas? Väidetavalt näevad 50% upside? Kommenteerid?
Eile US Army 240 mln leping, pole just kuigi suur arvestades market cap pea 4 bln.
Tänan vastuse eest,
Gapping up
In reaction to strong earnings/guidance: ROVI +13.6% (announces intent to pursue sale of Rovi Entertainment Store Business; narrows FY12 rev and EPS guidance), SHLM +3.1%, LLY +1.1%, AN +1%, (ticking higher), MOS +0.2%.
Select solar related names showing strength: YGE +4.5% (announces significant progress in Ingot Casting), STP +4.4%, TSL +1.9%, SPWR +1.4%, .
Other news: FOLD +9.7% ( announces positive results from all four cohorts in phase 2 chaperone-enzyme replacement therapy (ERT) co-administration study for pompe disease), ALU +8.9% (still checking), HNR +5.3% (Harvest Natural announces another oil discovery in the pre-salt offshore Gabon), SCTY +4.5% (provides FY12 update; sees FY13 deployments to be 250 MW), LMCA +3.2% and SIRI +2.9% (LMCA announces FCC approval of application for de jure control of SiriusXM), LNG +3% (positive mention on MadMoney), RIMM +2.6% (still checking), ALLT +1.1% (after yesterday's 25% drop).
Analyst comments: ZQK +3.8% (upgraded to Buy from Neutral at Goldman), APKT +3.4% (upgraded to Buy from Hold at Stifel Nicolaus), AVP +2% (upgraded to Buy from Neutral at BofA/Merrill), UA +1.9% (to Outperform from Neutral at Credit Suisse), C +1.4% (added to Conviction Buy list at Goldman), PKI +0.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley), STI +0.8% (upgraded to Buy from Neutral at Goldman), JNJ +0.6% (upgraded to Buy from Hold at Deutsche Bank), TGT +0.6% (upgraded to Buy from Neutral at Janney)
In reaction to strong earnings/guidance: ROVI +13.6% (announces intent to pursue sale of Rovi Entertainment Store Business; narrows FY12 rev and EPS guidance), SHLM +3.1%, LLY +1.1%, AN +1%, (ticking higher), MOS +0.2%.
Select solar related names showing strength: YGE +4.5% (announces significant progress in Ingot Casting), STP +4.4%, TSL +1.9%, SPWR +1.4%, .
Other news: FOLD +9.7% ( announces positive results from all four cohorts in phase 2 chaperone-enzyme replacement therapy (ERT) co-administration study for pompe disease), ALU +8.9% (still checking), HNR +5.3% (Harvest Natural announces another oil discovery in the pre-salt offshore Gabon), SCTY +4.5% (provides FY12 update; sees FY13 deployments to be 250 MW), LMCA +3.2% and SIRI +2.9% (LMCA announces FCC approval of application for de jure control of SiriusXM), LNG +3% (positive mention on MadMoney), RIMM +2.6% (still checking), ALLT +1.1% (after yesterday's 25% drop).
Analyst comments: ZQK +3.8% (upgraded to Buy from Neutral at Goldman), APKT +3.4% (upgraded to Buy from Hold at Stifel Nicolaus), AVP +2% (upgraded to Buy from Neutral at BofA/Merrill), UA +1.9% (to Outperform from Neutral at Credit Suisse), C +1.4% (added to Conviction Buy list at Goldman), PKI +0.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley), STI +0.8% (upgraded to Buy from Neutral at Goldman), JNJ +0.6% (upgraded to Buy from Hold at Deutsche Bank), TGT +0.6% (upgraded to Buy from Neutral at Janney)
Tulumaksukohustus tekib muude tingimuste, mitte passi, alusel.
Gapping down
In reaction to disappointing earnings/guidance/SSS: ARAY -18.9%, FINL -6.5%, SONC -4.7%, ITMN -4.4%, CSTR -3.4% (announces executive leadership succession plan; Board appointed J. Scott Di Valerio, currently CFO, as the Co's next CEO; reaffirms Q4 guidance; core diluted EPS from continuing operations trending at or above the high end of the range), PRGS -3.3%, ENDP -2.9%, WAG -0.3%.
Metals/mining stocks trading lower: SLW -2.7%, SSRI -2.7%, EXK -2.5%, SLV -2.1%, VALE -2.1%, GOLD -1.8%, GLD -1.7%, NEM -1.6%, GG -1.5%, RIO -1.5%, AUY -1.4%, ABX -1.3%, EGO -1.3%, AU -0.8%, MT -0.6%, BHP -0.6%.
Select oil/gas related names showing modest weakness: SDRL -1.3%, TOT -0.8%, STO -0.6%, CVX -0.5%.
Other news: PODD -1.7% ( announces the sale of $85 mln of common stock), INFY -1.2% (Infosys has denied reports that the company will eliminate 5000 workers, according to reports) .
Analyst comments: LULU -2.8% (downgraded to Neutral from Outperform at Credit Suisse), DOLE -2.2% (downgraded to Underperform from Buy at BofA/Merrill), FSLR -1.5% (downgraded to Underperform from Market Perform at Raymond James), JPM -1.1% (removed from Conviction Buy list at Goldman), EHTH -0.8% (downgraded to Underperform at BofA/Merrill), WFC -0.6% (Wells Fargo downgraded to Neutral from Buy at Goldman)
In reaction to disappointing earnings/guidance/SSS: ARAY -18.9%, FINL -6.5%, SONC -4.7%, ITMN -4.4%, CSTR -3.4% (announces executive leadership succession plan; Board appointed J. Scott Di Valerio, currently CFO, as the Co's next CEO; reaffirms Q4 guidance; core diluted EPS from continuing operations trending at or above the high end of the range), PRGS -3.3%, ENDP -2.9%, WAG -0.3%.
Metals/mining stocks trading lower: SLW -2.7%, SSRI -2.7%, EXK -2.5%, SLV -2.1%, VALE -2.1%, GOLD -1.8%, GLD -1.7%, NEM -1.6%, GG -1.5%, RIO -1.5%, AUY -1.4%, ABX -1.3%, EGO -1.3%, AU -0.8%, MT -0.6%, BHP -0.6%.
Select oil/gas related names showing modest weakness: SDRL -1.3%, TOT -0.8%, STO -0.6%, CVX -0.5%.
Other news: PODD -1.7% ( announces the sale of $85 mln of common stock), INFY -1.2% (Infosys has denied reports that the company will eliminate 5000 workers, according to reports) .
Analyst comments: LULU -2.8% (downgraded to Neutral from Outperform at Credit Suisse), DOLE -2.2% (downgraded to Underperform from Buy at BofA/Merrill), FSLR -1.5% (downgraded to Underperform from Market Perform at Raymond James), JPM -1.1% (removed from Conviction Buy list at Goldman), EHTH -0.8% (downgraded to Underperform at BofA/Merrill), WFC -0.6% (Wells Fargo downgraded to Neutral from Buy at Goldman)
December Unemployment Rate 7.8% vs 7.7% Briefing.com consensus; November 7.7%
December Nonfarm Payrolls 155K vs 150K Briefing.com consensus; November revised to 161K from 146K
December Nonfarm Private Payrolls 168K vs 145K Briefing.com consensus
December Hourly Earnings +0.3% vs +0.2% Briefing.com consensus
December Average Workweek 34.5 vs 34.5 Briefing.com consensus
December Nonfarm Payrolls 155K vs 150K Briefing.com consensus; November revised to 161K from 146K
December Nonfarm Private Payrolls 168K vs 145K Briefing.com consensus
December Hourly Earnings +0.3% vs +0.2% Briefing.com consensus
December Average Workweek 34.5 vs 34.5 Briefing.com consensus
See ei ole vist eilne
[FB]
Goldman reiterates Buy rating, price target $35
[FB]
Goldman reiterates Buy rating, price target $35
Tööjõus osalemise määr püsis 63,6% peal
JP76stocker
Samas sektoris.
NUS
Nu Skin Enterprises, Inc Hearing Deutsche Bank adds to short term Buy list
eilne
Kuid 46$ ruumi minna küll.
Raymond James Cuts FSLR to Underperform from Market Perform. See analüütik on paras karu kogu sektoris
Ehk jahutatakse SPWR siin maha
Ehk jahutatakse SPWR siin maha
AlariÜ
ymera,
Kas sul Coweni note SAI on olemas? Väidetavalt näevad 50% upside? Kommenteerid?
Eile US Army 240 mln leping, pole just kuigi suur arvestades market cap pea 4 bln.
Tänan vastuse eest,
Ei ole mul. eks see ole lüütiku traagika, ma arvan. Lepinguga pole see 100% seotud, poogen kuubis, aga ilmselt selle plaaniga kaheks firmaks poolduda. See plaan oli olemas, turg pole seda väga lilleliselt võtnud, ei oska öelda.
LULU puhul puudutab lüütik õigeid nuppe, iseasi on see, kas see näkku ei karga.
Erko Rebane
December Unemployment Rate 7.8% vs 7.7% Briefing.com consensus; November 7.7%
December Nonfarm Payrolls 155K vs 150K Briefing.com consensus; November revised to 161K from 146K
December Nonfarm Private Payrolls 168K vs 145K Briefing.com consensus
December Hourly Earnings +0.3% vs +0.2% Briefing.com consensus
December Average Workweek 34.5 vs 34.5 Briefing.com consensus
Novembri töötusemäär tõsteti ka 7,8 % peale tegelikult või saan teistest kanalitest valesti aru?
stocker
See ei ole vist eilne
[FB]
Goldman reiterates Buy rating, price target $35
See retardimine on täitsa savi mu meelest aga mine hulle tea
rivo20Erko Rebane
December Unemployment Rate 7.8% vs 7.7% Briefing.com consensus; November 7.7%
December Nonfarm Payrolls 155K vs 150K Briefing.com consensus; November revised to 161K from 146K
December Nonfarm Private Payrolls 168K vs 145K Briefing.com consensus
December Hourly Earnings +0.3% vs +0.2% Briefing.com consensus
December Average Workweek 34.5 vs 34.5 Briefing.com consensus
Novembri töötusemäär tõsteti ka 7,8 % peale tegelikult?
Tõsi novembris 7,8%, Briefingus oli vana info.
krookusstocker
See ei ole vist eilne
[FB]
Goldman reiterates Buy rating, price target $35
See retardimine on täitsa savi mu meelest aga mine hulle tea
Päris mitu on seda ühte auku paugutanud. Kui sedasi, siis ehk ühel ilusal päeval ta sinna ka jõuab :)
LULU eelturu müük jätkus ka peale avanemist üsna hoogsas tempos. Aktsia avanes $ 72,10 pealt ja müüdi kohe peale avanemist alla $ 71 taseme. Hetkel on aktsia natuke kosunud ja kaupleb $ 71,30 juures, 5,2% miinuspoolel.
