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Wall Street Thinks DreamWorks Can Crack China
Wednesday, December 9, 2015 - 11:01am | 350Read More...Dreamworks Animation Skg Inc (NASDAQ: DWA) shares have appreciated 16.51 percent over the past three months to $24.70 on December 8. Macquarie’s Amy Yong has maintained an Outperform rating on the company, with a price target of $30. Yong believes that the company has the ability to...
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Monsanto Considering Acquiring Syngenta? Here's Why A Deal Makes Sense
Wednesday, November 18, 2015 - 2:46pm | 524Read More...Media outlets reported on Tuesday that Monsanto Company (NYSE: MON) is considering a new bid to acquire rival Syngenta AG (ADR) (NYSE: SYT). Monsanto hosted its biennial investor event on Tuesday and Wednesday. Analysts at Macquarie and Deutsche Bank are both positive on agriculture consolidation...
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America Movil Downgraded At Macquarie, Brazil Upside Not Here For A While
Tuesday, November 17, 2015 - 12:08pm | 336Read More...Shares of America Movil SAB de CV (ADR) (NYSE: AMX) have declined 28.58 percent year-to-date, reaching a low of $16.01 on November 16. Kevin Smithen of Macquarie Research has downgraded the rating on the company from Outperform to Neutral, while lowering the price target from $20.00 to $18....
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Don't Look Now, But Nuclear Power Is Coming Back
Monday, November 2, 2015 - 3:38pm | 326Read More...Stefan Ljubisavljevic of Macquarie Research commented in a note that nuclear power has been "making a quiet comeback." Ljubisavljevic added that total output this year is expected to be the strongest since 2011. The analyst suggested that capacity growth in Asia will ensure the recent trend of...
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Electronic Arts Investors Need To Know These Two Words
Friday, October 30, 2015 - 11:28am | 292Read More...Electronic Arts Inc. (NASDAQ: EA) shares have appreciated 60.53 percent year-to-date, reaching a high of $76.77 on October 28. Macquarie’s Ben Schachter has maintained an Outperform rating on the company, while raising the price target from $82 to $83. Schachter believes that the...
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Toshiba Could Be 'Gatekeeper' In SanDisk Buyout
Wednesday, October 14, 2015 - 11:03am | 409Read More...SanDisk Corporation (NASDAQ: SNDK) shares have been declining steadily in 2015 and are 30 percent down from their January 2 level of $97.88. Macquarie Research’s Deepon Nag maintained an Outperform rating on the company, with a price target of $70. A potential deal with Micron or...
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Macquarie Research Looks Into Credit Suisse's Tea Leaves
Wednesday, October 14, 2015 - 10:55am | 256Read More...Year-to-date, Credit Suisse Group AG (ADR) (NYSE: CS) has dipped 1.3 percent. Piers Brown at Macquarie Research said that ahead of Credit Suisse's strategy review next week, the firm is likely to announce cost cuts between 1.5 and 2 billion Swiss francs. For Brown, that is about an "evolution...
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Scientific Games Still No. 1, Macquarie Says
Monday, October 5, 2015 - 10:53am | 312Read More...Scientific Games Corp. (NASDAQ: SGMS) has seen a year-to-date decline of 21.39 percent in its share price, which hit a low of $9.71 on October 1. Macquarie’s Chad Beynon has maintained an Outperform rating and a price target of $20 on the company. Beynon believes that the company...
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Macquarie Hikes Comcast Estimates, But Can Company Reclaim Pay TV Throne?
Tuesday, September 29, 2015 - 11:35am | 332Read More...Shares of Comcast Corporation (NASDAQ: CMCSA) have declined 7.14 percent in the past three months, after having reached a high of $64.50 on July 22. Macquarie’s Amy Yong maintained a Neutral rating on the company, while raising the price target from $62 to $65. Yong expects Comcast...
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Why Monster Worldwide Has 'Monstrous' Intrinsic Value
Tuesday, September 29, 2015 - 9:40am | 283Read More...Shares of Monster Worldwide, Inc. (NYSE: MWW) have moved up almost 37 percent year-to-date, reaching a high of $8.11 on August 17. Macquarie’s Kevin McVeigh has reiterated an Outperform rating and price target of $10 on the company. McVeigh expects the stock to benefit from the...
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The 'Fog Of War' Is Thickening At Caterpillar
Friday, September 25, 2015 - 9:49am | 380Read More...Shares of Caterpillar, Inc. (NYSE: CAT) have declined by almost 29 percent year-to-date. Macquarie’s Sameer Rathod has maintained an Underperform rating on the company, while reducing the price target from $60 to $58. Rathod explained that the Underperform rating was maintained due...
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Wall Street Likes Virtual Reality Despite Absence Of A 'Killer App'
Friday, September 25, 2015 - 8:34am | 368Read More...Facebook Inc (NASDAQ: FB) announced during the Oculus Developer Conference on Thursday a 50 percent price cut for the Gear VR (mobile VR solutions) to $99. Gene Munster of Piper Jaffray commented in a note that the VR theme is "building momentum." Ben Schachter of Macquarie stated that 2016 will...
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Macquarie Sees 'Considerable Upside' In Freeport-McMoran Despite Plummeting Copper Prices
Thursday, September 24, 2015 - 11:07am | 286Read More...Shares of Freeport-McMoRan, Inc. (NYSE: FCX) have plummeted 57.46 percent year-to-date. Macquarie’s Aldo Mazzaferro has maintained an Outperform rating on the company, while lowering the price target from $22 to $18. Despite the commodity price estimates being lowered, Mazzaferro...
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Profit From One Of The Worst El Niños Ever
Wednesday, September 23, 2015 - 12:46pm | 432Read More...This year’s weather patterns indicate another cold winter ahead. Macquarie believes that winter clothing makers are the best way to trade the cold winter. The firm prefers VF Corp (NYSE: VFC) over Columbia Sportswear Company (NASDAQ: COLM) and Deckers Outdoor Corp (NYSE: DECK). The vast...
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Nvidia Might Be The Best Way To Play Virtual Realty That's 'Just Around The Corner'
Wednesday, September 23, 2015 - 8:56am | 341Read More...The share price of NVIDIA Corporation (NASDAQ: NVDA) has risen by 12.37 percent year-to-date. Macquarie’s Deepon Nag has maintained an Outperform rating and price target of $26 on the company. Nag believes that the discrete graphics market is witnessing robust profitability growth...
