Morning Brief ( Nov 16)

来源: 天涯山人 2015-11-16 05:20:40 [] [旧帖] [给我悄悄话] 本文已被阅读: 次 (4549 bytes)

NEWS:

  • HON:Honeywell Aerospace expects 9,2000 deliveries of new business jets through 2025
  • MA:MasterCard sees double-digit growth in China on e-commerce, reports reuters
  • FEYE: CYBR:CyberArk Distances Itself From FireEye as Stock Takes a Beating, reports bloomberg
  • MAR: HOT:Marriott International To Acquire Starwood Hotels & Resorts Worldwide, Creating The World’s Largest Hotel Company, in a $12.2B deal 
  • XLNX: IBM:IBM and Xilinx Announce Strategic Collaboration to Accelerate Data Center Applications
  • GE: General Electric added to the short-term sell list at Deutsche Bank
  • MNK: Mallinckrodt receives FDA clearance for INOmax DSIR plus MRI device
  • EMR: Emerson Electric Could Pop 25%, reports Robin Goldwyn Blumenthal in Barrons
  • BIDU: Baidu’s shares are a buy, argues Shuli Ren in Barrons

THE ECONOMIC CALENDAR:

  • 8:30AM: Empire State Manufacturing Survey

NOTABLE EARNINGS REPORTED BEFORE THE OPENING:

  • JD:Q3 EPS of RMB0.02 misses by RMB0.07: revenue of RMB44.11B misses by RMB190M: revenue +52.1% y/y
  • SORL: Q3 EPS of $0.11 misses by $0.09: revenue of $50.23M misses by $10.98M: revenue -14.4% y/y: guidance cut
  • ANY:Q3 EPS of -$0.12 beats by $0.04: revenue of $18.8M misses by $1.6M: revenue +1170.3% y/y

NOTABLE EARNINGS TO BE REPORTED AFTER THE CLOSE:

  • A, NUAN, URBN

ANALYSTS’ RATINGS CHANGES:

UPGRADES:

  • APH: upgrade: hold to buy: Goldman Sachs: $60
  • ORCL: upgrade: buy to conviction buy: Goldman Sachs: pt raised from $45 to $47
  • LLY: upgrade: perform to outperform: BMO Capital: $100
  • WBA: upgrade: sector perform to outperform: Credit Suisse
  • CA: upgrade: sell to neutral: Citi
  • NVDA: upgrade: hold to buy: Canaccord: $35

DOWNGRADES:

  • PGR: downgrade: neutral to sell: Goldman: $28
  • FIVE: downgrade: buy to hold: Deutsche Bank: pt cut from $42 to $30
  • DIS: downgrade: buy to neutral: Guggenheim
  • SBRA: downgrade: buy to hold: Stifel
  • KOS: downgrade: outperform to sector perform: RBC Capital: pt cut from $9 to $7
  • CWEI; downgrade: neutral to sell: Roth Capital: pt raised from $36 to $40
  • BBY: downgrade: outperform to sector perform: RBC Capital: pt cut from $42 to $36
  • ENDP: downgrade: buy to neutral: Mizuho: pt cut from $82 to $55
  • BAX: downgrade: overweight to neutral: Piper Jaffray: pt cut from $90 to $39

INITIATIONS:

  • MPSX: initiated: overweight: Barclays: $15
  • DMTX: initiated: buy: Goldman: $20
  • DMTX: initiated: buy: Canaccord: $20
  • DE: initiated: hold: Societe Generale: $79
  • RACE: initiated: outperform: BNP Paribas: $46
  • RACE: initiated: buy: UBS: $60
  • RACE: initiated: neutral: JP Morgan: $52
  • RACE: initiated: sell: Evercore: $40
  • AFCO: initiated: outperform: RBC Capital: $11

PRICE TARGET CHANGES:

  • CE: pt raised from $69 to $72: RBC Capital
  • LEAF: pt raised from $58 to $64: Compass Point
  • CRM: pt raised from $80 to $90: RBC Capital
  • MDCO: pt raised from $46 to $48: RBC Capital
  • WDAY: pt raised from $83 to $89: RBC Capital
  • DE: pt cut from $82 to $64: JP Morgan
  • FOSL: pt cut from $110 to $60: Topeka Capital
  • HP: pt cut from $60 to $54: Cowen
  • NFLX: pt cut from $161 to $142: Topeka Capital
  • OMCL: pt cut from $40 to $38: Topeka Capital
  • TYC: pt cut from $44 to $40: RBC Capital
  • PII: pt cut from $159 to $140: Wunderlich
  • PAA: pt cut from $44 to $36: RBC Capital

所有跟帖: 

CLVS,,,jeez, really??? -天涯山人- 给 天涯山人 发送悄悄话 (0 bytes) () 11/16/2015 postreply 05:58:16

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