Morning Brief (Nov 19)

来源: 天涯山人于 2015-11-19 05:22:23 [档案] [旧帖] [给我悄悄话] 本文已被阅读：次 (6381 bytes)

NEWS:

KBIO: a group led by Martin Shkreli has taken a majority position in outstanding shares of the company( Jeez...UP over 700% this morning, wish i had this one)
AAPL:Apple seeking second supplier for next-generation Apple Watch, reports digitimes
SUNE: Blackstone’s GSO will not backstop SunEdison debt, reports reuters
UNH: guides lower: cuts FY15 to $6.00 from $6.25-$6.35
LLY: MRK: Eli Lilly, Merck expand immuno-oncology collaboration
LLTP: FDA approves Adapt Pharma’s nasal spray for opioid overdose
SINA:Sina Finds Success in Alibaba Friendship, reports wsj
TRP: announces new layoffs
ATHX: MAPC effective in improving health of animals after acute rodent SCI
VZ:Verizon gets FCC waiver permitting Wi-Fi calling

THE ECONOMIC CALENDAR:

NOTABLE EARNINGS REPORTED YESTERDAY AFTER THE CLOSE:

GMCR:FQ4 EPS of $0.85 beats by $0.14: revenue of $1.04B beats by $10M: revenue -13.3% y/y: guides in-line( up 18% thisd morning)
SINA:Q3 EPS of $0.39 beats by $0.19: revenue of $223.7M beats by $0.94M: revenue +14.1% y/y:
CRM:FQ3 EPS of $0.21 beats by $0.02: revenue of $1.71B beats by $10M: revenue +23.9$% y/y: strong guidance: guides FY17 revenue $8B-$8.1B vs. consensus $7.99B
NTAP: FQ2 EPS of $0.61 beats by $0.04: revenue of $1.45B beats by $20M: revenue -5.8% y/y: guides in-line
CTRP:Q3 EPS of $2.20 may not be comparable to consensus of $0.09: revenue of $501M beats by $10.36M: revenue +49.0% y/y: guides revenue above consensus( up 12% this morning, watch PCLN morning as well)
WB: Q3 EPS of $0.10 beats by $0.04: revenue of $124.7M beats by $2.9M: revenue +48.2$% y/y: guides in-line
TUMI:Q3 EPS of $0.22 beats by $0.01: revenue of $131.1M misses by $4.5M: revenue +0.7% y/y
LB: Q3 EPS of $0.55 beats by $0.03: revenue of $2.49B in-line: revenue +7.3% y/y: guides below consensus

NOTABLE EARNINGS REPORTED TODAY BEFORE THE OPENING:

SSI:Q3 EPS of -$0.29 misses by $0.10: revenue of $351.58M misses by $8.09M: revenue -3.5% y/y: lowers guidance, cuts FY15 adjusted EPS to 70c-80c from $1.05-$1.15, consensus $1.00
KIRK:Q3 EPS of -$0.02 misses by $0.06: revenue of $129.24M misses by $2.03M: revenue +10.3% y/y: weak guidance
JKS:Q3 EPS of $1.04 beats by $0.02: revenue of $637.6M beats by $76.32M: revenue +52.8% y/y
CATO:Q3 EPS of $0.30 beats by $0.04: revenue of $225.47M in-line: revenue +4.4% y/y
SPB: FQ4 EPS of $1.13 misses by $0.03: revenue of $1.31B misses by $20M: revenue +11.0% y/y

NOTABLE EARNINGS TO BE REPORTED TODAY AFTER THE CLOSE:

ADSK, ANW, ASYS, ESL, GPS, INTU, KEYS, MENT, MOMO, NGVC, NMBL, ROST, SPLK, TFM, WAIR, WDAY, WSM, ZOES

ANALYSTS’ RATINGS CHANGES:

UPGRADES:

DOWNGRADES:

INITIATIONS:

PRICE TARGET CHANGES:

CTRP: pt raised from $115 to $125: Piper Jaffray
CTRP: pt raised from $96 to $130: Brean Capital
CTRP: pt raised from $100 to $130: Oppenheimer
PRTA: pt raised from $75 to $95: RBC Capital
CRM: pt raised from $85 to $93: Wunderlich
CRM: pt raised from $85 to $95: Northland Capital
CRM: pt raised from $80 to $90: Mizuho
LOW: pt raised from $81 to $83: RBC Capital
CA: pt raised from $30 to $31: RBC Capital
LGND: pt raised from $138 to $144: Roth Capital
DIS: pt cut from $136 to $133: Topeka Capital
GMRC: pt cut from $58 to $50: Roth Capital
GES: pt cut from $21 to $17: Pivotal Research
WYNN: pt cut from $69 to $68: Telsey Advisory Group
VIPS: pt cut from $265 to $17: Brean Capital (This is stupid , VIPS had 10:1 spit, they shoud do from 26.5 to 17)