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  • 3月FOMC-4月FOMCまでの高官コメントと解説

    3月FOMC-4月FOMCまでの高官コメントと解説です。FOMCまでの考え方の整理にどうぞ

2024/9/6 投資ネタ

UG #COIN upgraded to Equal Weight from Underweight at Barclays at 169 #HOOD upgraded to Equal Weight from Underweight at Barclays at 20 -ﾊﾞﾘｭｴｰｼｮﾝ改善 -利益改善能力が慎重 --新商品の拡大 --ｺｽﾄｶｯﾄ進展 #ETN upgraded to Peer Perform from Underperform at Wolfe Res

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    • 2024/9/5 投資ネタ

      UG #JWN upgraded to Equal Weight from Underweight at Barclays -創業家による買収の可能性 #ROKU upgraded to Equal Weight from Underweight at Wells Fargo at 72 -Rokuﾁｬﾝﾈﾙの強い成長続く --ｻｰﾄﾞﾊﾟｰﾃｨ経由のﾏﾈﾀｲｽﾞ強化 DG #KBH downgraded to Underperform from Sector Perfor

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      • 2024/9/4 投資ネタ

        UG #SG TD Cowen Upgradesto Buy, Raises PT to $43 from $31 -2025SSS上振れ見通し -Infinite Kitchensでﾏｰｼﾞﾝ拡大が続く #BALL upgraded to Overweight from Equal Weight at Morgan Stanley at 78 -飲料缶の成長恩恵 -ﾊﾞﾘｭｴｰｼｮﾝ改善 --中期的な成長力が過小評価 #AA upgraded to Outperform f

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        • 2024/9/3 投資ネタ

          UG #BAC upgraded to Buy from Hold at Deutsche Bank -NII/ﾛｰﾝ成長率懸念が重石でﾗｸﾞ --ﾊﾞﾘｭｴｰｼｮﾝが魅力的に -資産ｻｲﾄﾞの値洗いで利回り改善 #WFC upgraded to Buy from Hold at Deutsche Bank -ﾊﾞﾘｭｴｰｼｮﾝ --IBD/FICC/ｸﾚｶも伸びる余地有 #V downgraded to Neutral from Outperform at Exane BN

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        2024/9/6 投資ネタ

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        マガジン

        • 3月FOMC-4月FOMCまでの高官コメントと解説
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          2024/8/29 投資ネタ

          UG #PG upgraded to Buy from Hold at DZ Bank #MAR upgraded to Outperform from Market Perform at Bernstein at 262 -出張需要の強さ -Q2決算後の下落でﾊﾞﾘｭｴｰｼｮﾝ改善 --中国/米/ﾚｼﾞｬｰの弱さは注意 #FL upgraded to Overweight from Equal Weight at Barclays at 34 -positive comp

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          2024/8/29 投資ネタ

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          2024/8/28 投資ネタ

          UG #MRNA upgraded to Hold from Reduce at HSBC at 82 -mRNAガン薬の臨床が最終ｽﾃｰｼﾞRXU4 Comdty -Phase3の新抗原療法も可能性大 --呼吸器ﾜｸﾁﾝﾌﾗﾝﾁｬｲｽﾞは不透明 DG #BMO BofA downgrades Bank of Montreal to Neutral on credit cost concerns #BMO downgraded to Sector Perform from

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          2024/8/28 投資ネタ

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          2024/8/27 投資ネタ

          UG #CLF upgraded to Buy from Neutral at Seaport Research at 16.5 -鉄鋼価格のｻｲｸﾙ/供給減を反映 DG #HSY Citi Downgrades to "Sell" from Neutral, Lowers PT to $182 from $195 -ﾏｰｼﾞﾝ悪化懸念 --MSDの値上げはｶｶｵｲﾝﾌﾚを相殺できない --値上げによる価格弾力性の悪化も懸念 -小売店での販売減少 #NOC downgrad

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          2024/8/27 投資ネタ

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          2024/8/26 投資ネタ

          UG #BJ upgraded to Neutral from Underweight at JPMorgan at 78 -生鮮食品のﾘﾌﾚ -ﾄﾚｰﾄﾞﾀﾞｳﾝの恩恵 -FY24ｶﾞｲﾀﾞﾝｽは保守的すぎ #MAA upgraded to Overweight from Equal Weight at Wells Fargo -2025は湾岸ｴﾘｱの成長有利 -取引増によりcap rateが過小評価されているｹｰｽ増 -Real Page訴訟ﾘｽｸ -大統領選関連のﾘｽｸ

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          2024/8/26 投資ネタ

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          2024/8/22 投資ネタ

          UG #S Wells Fargo Upgrades $S to Overweight, Raises PT to $29 from $19 -ﾏﾙﾁﾌﾟﾙ引上げ --ﾏｰｹｯﾄｼｪｱをCRWDから奪う --ﾊﾟｲﾌﾟﾗｲﾝも強くｼｪｱ拡大継続 -2Q以内に黒字化 #EL Piper Sandler Upgrades $EL to Overweight, Raises PT to $114 from $95 -ﾊﾞﾘｭｴｰｼｮﾝ --経営陣後退はﾎﾟｼﾞﾃｨﾌﾞ --ﾀﾞｳﾝ

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          2024/8/22 投資ネタ

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          2024/8/21 投資ネタ

          UG #TXN Citi Upgrades to Buy, Raises PT to $235 from $200 -2026のcapex引下げ -ﾏｰｼﾞﾝﾎﾞﾄﾑｱｳﾄ #GLW Mizuho Upgrades to Outperform, Raises PT to $47 from $44 -光ﾌｧｲﾊﾞｰのﾃﾞｰﾀｾﾝﾀｰにおける優位性 --冷却と電力 DG #AXP downgraded to Neutral from Buy at BofA at 263 -小売

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          2024/8/21 投資ネタ

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          2024/8/19 投資ネタ

          UG #MT upgraded to Overweight from Equal Weight at Barclays -欧州鉄鋼業界はここ2年苦戦 --弱い需要、中国との競争激化、EPS引下げ -ﾊﾞﾘｭｴｰｼｮﾝが魅力的 #NEM upgraded to Outperform from Sector Perform at Scotiabank at 59 DG #HPQ downgraded to Equal Weight from Overweight at Morg

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          2024/8/19 投資ネタ

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          2024/8/16 投資ネタ

          UG #CSCO New Street upgrades Cisco to Buy with growth returning at 57 #CSCO upgraded to Buy from Hold at HSBC at 58 -ｺｱ事業がﾎﾞﾄﾑｱｳﾄ -ﾏｰｼﾞﾝ強い -ﾘｽﾄﾗで成長分野を強化 #NKE upgraded to Buy from Sell at Williams Trading at 93 -Tom Peddie採用を好感 --卸売事業の再拡大期待

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          2024/8/16 投資ネタ

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          2024/8/15 投資ネタ

          UG #HOOD Deutsche Bank Upgrades to Buy, Raises PT to $24 from $21 -ｱﾌﾟﾘ/関連ｻｰﾋﾞｽ/顧客を複数のﾃﾞｼﾞﾀﾙ金融ｻｰﾋﾞｽに統合可能 -取引増/ｺｽﾄｶｯﾄでEPS成長余地大 -仮想通貨に頼らずとも成長可能 #MDT upgraded to Neutral from Sell at UBS at 90 -糖尿病関連の回復は持続可能 --成長率上昇に寄与 #NUE upgraded to Overwei

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          2024/8/15 投資ネタ

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          2024/8/14 投資ネタ

          UG #SBUX | Stifel Upgrades Starbucks to Buy, Raises PT to $110 from $80 #SBUX upgraded to Buy from Hold at Deutsche Bank at 118 #SBUX upgraded to Outperform from In Line at Evercore ISI -新CEOの元処理能力/生産性/ﾃﾞｼﾞﾀﾙﾏｰｹﾃｨﾝｸﾞ改善期待 #CMG upgraded to Ou

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          2024/8/14 投資ネタ

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          2024/8/13

          UG #DELL Barclays Upgrades to "Equalweight" from Underweight with PT of $97 -ﾏﾙﾁﾌﾟﾙの高さは正当化可能 --AI関連のﾋﾞｼﾞﾈｽの多さ --PC/non-AIｻｰﾊﾞｰの弱さは続く #HRL upgraded to Buy from Neutral at Citi at 37 -Q3以降のEPSにｱｯﾌﾟｻｲﾄﾞ有 -小売のﾄﾚﾝﾄﾞが改善中 -原材料ｺｽﾄも低下 -ﾀｰｷｰ価格もｻﾌﾟﾗｲ減

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          2024/8/13

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          2024/8/12　投資ネタ

          UG #HOOD Piper Sandler Upgrades Robinhood Markets to Overweight, Raises PT to $23 from $20 -押し目買い推奨 --利下げによる取引量/ﾏｰｼﾞﾝﾛｰﾝ増加 --NIIは悪化するが恩恵が大きい #ALL #PRU upgrades Prudential to Equal Weight -強力な資本基盤、ﾋﾞｼﾞﾈｽﾓﾒﾝﾀﾑ #LLY upgraded to Buy from Hold a

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          2024/8/12　投資ネタ

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