2020년 7월 13일 월요일

오늘의 특징주(AMZN,TSLA,NFLX,PFE,AAPL,MRNA) 및 펩시코(PEP) 실적

미국 주식 주요종목 및 소식 몇 가지  (07/13/20)

1. 코웬, 아마존 $2750에서 $3,700으로 월가 최고치로 12개월 목표주가 상향, Covid-19 확산으로 인해 전자상거래 사업의 성장은 지속될 것...

 Cowen raised its price target shares of Amazon to $3,700 from $2,750 on Monday and said it expects “top-line acceleration to continue.” The firm said investors should “look for continued robust eCommerce demand amid pandemic surge,” the analyst wrote. Shares of the company are up 2% in early trading. 

2. 테슬라 월요일 +12%, 사상최고치 기록, 자동차 회사 중 미국 10대 기업 안에 진입..

 Shares of Tesla jumped more than 12% on Monday to a new all-time high, as investors continue to pile into the Elon Musk-led company. After Mondays’ sharp move higher, the automaker is now the tenth largest company in the U.S. by market value, according to FactSet. 


출처: schwab.com




3.뱅크 오브 아메리카 넷플릭스 $525에서 $625로 12개월 목표주가 상향, Covid-19로 아직 구독취소는 발생하고 있지 않다. 

 Bank of America raised its price target on Netflix to $625 from $525 on Monday morning and said it expects the “demand surge to hold” in the second quarter. ”We view stable churn as a positive sign, which suggests the surge in demand from US lockdowns/social distancing has not yet been followed by a wave of en-masse cancellations,” analyst Nat Schindler said. The firm also re-iterated its buy rating on the stock ahead of the company’s earnings report on Thursday. Shares of Netflix are up 20% this month. 

4. 화이자와 바이오&테크, FDA코로나바이러스 백신 “신속 승인심사” 결정 

 Shares of Pfizer and BioNTech jumped 4.4% and 12.6%, respectively, after two experimental coronavirus vaccines jointly developed by the U.S. pharmaceutical giant and German biotech firm received “fast track” designation from the U.S. drug regulator. The companies expect to have 100 million doses of a vaccine by the end of 2020 and more than 1.2 billion doses by the end of 2021. 

5. 애플 +4% 상승, 모건스탠리 12개월 목표주가 $340에서 $419로 상향 조정, 아이폰 보상판매 프로그램이 경쟁력이 있을듯. 웨드부시 12개월 목표주가 $425에서 $450으로 상향 조정, 2021년 $2T 시가총액 기업이 될것이라고... 

 Apple rallied nearly 4% after two Wall Street firms raised their forecast on the tech giant. Morgan Stanley hiked its price target on Apple to $419 from $340, saying its iPhone trade-in program gives it a competitive advantage. Meanwhile, Wedbush raised its price target on Apple to a Street high of $450 from $425, saying the company is on track to be the first company to hit $2 trillion market valuation in 2021.



6. 펩시코 +3% 상승중, 시장예상치를 상회하는 실적발표, 오늘(13일) 장 시작 전 회계연도 기준 2020년 2분기 실적 발표에서 분기 매출이 시장 예상치인 $15.376B를 상회하는 $15.95B로 발표했으며, 주당 순이익(EPS)은 시장 예상치인 $1.25를 상회하는 $1.32로 발표하면서 상승중. 회사 측은 코로나바이러스 인해 매출은 감소했으나, 음식 사업부문에서 강한 상승을 했다고 언급했다. 

 Shares of the beverage company jumped nearly 3% following its strong quarterly earnings. PepsiCo reported earnings per share of $1.32 on revenue of $15.95 billion. Wall Street was expecting earnings of $1.25 per share on revenue of $15.376 billion, according to Refinitiv. While revenue fell due to the coronavirus, PepsiCo’s food business posted strong growth. 


출처: alphastreet.com

7.모더나(MRNA) +10%, 제프리스에서 매수의견 내면서 커버러지 개시, 월가 예상은 코로나바이러스 백신 후보물질이 승인이 된다면, 2-3년 안에 $5B 매출 가능하고 보는 중... 또한, 오는 7월 20일 미국 나스닥거래소에서 동사가 나스닥 100지수에 편입된다고 밝힘...

 The drugmaker surged nearly 10% after Jefferies initiated coverage of Moderna with a buy rating. The Wall Street firm said Moderna’s COVID-19 vaccine candidate will be approved and that it could generate about $5 billion in orders over the next few years. 

Shares of Moderna Inc. MRNA, 17.47% shot up 9.3% in morning trading Monday, after Nasdaq said it was adding the drugmaker to the Nasdaq 100 Index NDX, 0.03%, before the market opens on July 20. The index includes the 100 largest non-financial companies listed on the Nasdaq Stock Market, based on market capitalization.

8. 골드만 삭스 S&P 500 2분기 EPS -60% 될 것이라고... 팩트셋 -44.6% 전망중...
출처: Business Insider




10. 트럼프 행정부 교육부 장관 9월 개학과 동시에 학생들은 학교... 흠...

출처: wsj