2024/5/10 投資ネタ

UG
#MMM upgraded to Buy from Hold at HSBC ：マクロ環境、効率化、BSの整理を背景に成長に戻れることを考えると割安
#WBD upgraded to Overweight from Sector Weight at KeyBanc ：収益はFY24がボトムで、DTCが今後は牽引
#RBLX upgraded to Neutral from Sell at MoffettNathanson ：バリュエーションが割安に
#BMBL upgraded to Buy from Neutral at BofA ：1Q決算は期待よりもよく、今後はマルチプルの拡大可能
#CAKE upgraded to Buy from Neutral at Citi ：客単価改善/労働問題解決/高頻度データがシェア獲得を示唆
#LEA upgraded to Overweight from Equal Weight at Morgan Stanley ：ICE/ハイブリッドにエクスポージャーの大きい部品会社が有利な環境

DG

earnings

個別株
$TSM TSMC'S REVENUE INCREASES 60% YoY IN APRIL
$NVAX Novavax, Sanofi enter co-exclusive COVID-19 vaccine licensing agreement

マクロ・債券
(米国)
U.S. TO IMPOSE TARIFFS ON CHINESE EVs AND OTHER KEY SECTORS
UMichigan sentiment plunges to 67.4, Exp. 76.2, Last 772.
Inflation expectations 1Y 3.5%, Exp. 3.2%, Last 3.2%
Inflation expectations 5Y-10Y 3.1%, Exp. 3.0%, Last 3.0%
(欧州)
m/m -0.5% (est +0.3%, last +0% from +0.1%)
(その他)
UK Q1 GDP q/q +0.6% (est +0.4%, last -0.3%)
UK Q1 GDP y/y +0.2% (est +0%, last -0.2%)
BREAKING: CANADIAN EMPLOYMENT CHANGE ACTUAL 90.4K (FORECAST 20K, PREVIOUS -2.2K) $MACRO
CANADIAN AVERAGE HOURLY EARNINGS YOY ACTUAL 4.8% (FORECAST 4.7%, PREVIOUS 5.00%) $MACRO