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China state media puff piece: policy bank steps up support for information infrastructure

Xinhua with the weekend piece. This seems little more than PR, but posting it for interest:China Development Bank, one of the country's policy banks, ...

October 29, 2023, 10:14 pm

Betting big on black - upgrading whitehaven coal to strong buy

WHC is already trading at a cheap valuation, yet coal prices look set to rise, making the equity an even more ludicrous proposition. The company's rec...

October 28, 2023, 11:13 am

Target: don't just window-shop, upgrading to buy on valuation

Target's sales have been weaker compared to other retail stocks, according to Bank of America card data. Despite this, Target has decent cash flow and...

October 28, 2023, 2:41 am

Annaly capital q3: crash is king (rating upgrade)

Annaly Capital Management, Inc. common equity dropped by over $1.2 billion in Q3 2023. Earnings available for distribution dropped 6 cents from the pr...

October 26, 2023, 11:32 am

Why i am upgrading li auto stock

Li Auto's stock has shown positive progress and continues to be one of the top stocks in the EV market, according to the Seeking Alpha Quant Ranking S...

October 18, 2023, 11:39 pm

Nextera energy: upgrading to strong buy

NextEra Energy stock has been beaten down in the last month or so with the company finally showing its vulnerabilities in the face of rising interest ...

October 17, 2023, 3:38 pm

Zoom - upgrading: post-pandemic bleeding stabilized

We're upgrading Zoom Video Communications to a hold. We now believe the post-pandemic bleeding has stab...

October 13, 2023, 2:29 pm

Best buy: upgrading to buy on expected strong electronics holiday rebound

While Best Buy's Q2 was nothing to write home about, the holiday season could be shaping up well for the company. Electronics sales are expected to be...

October 11, 2023, 10:37 pm

United maritime: upgrading to buy on vastly improved charter rates and generous dividend

Over the past twelve months, United Maritime has sold all of the tanker vessels acquired in July 2022 at an aggregate gain of $48 million. The company...

October 9, 2023, 2:06 am

Microsoft - upgrading to buy: a.i. monetization is here

We're upgrading Microsoft Corporation to a buy. We think the tougher global IT spending environment wei...

October 6, 2023, 12:21 pm

Citi raised its growth forecast for china to 5% this year (from 4.7%)

Bloomberg (gated) reported on CitiGroup upgrading its forecast for China's economic growth in 2023. In ...

October 5, 2023, 1:51 am

Tesla: upgrading to a hold, to fare better than the auto industry

We are upgrading Tesla, Inc. to a hold in spite of our cautious view of the auto industry in 2H23. Q3 2...

October 4, 2023, 9:24 am

Jd.com: upgrading to buy on valuation

JD.com, one of the largest e-commerce companies in China, has faced increased competition and a cautious Chinese consumer. Q2 retail revenue growth tr...

October 4, 2023, 2:35 am

Hpq stock alert: hp just scored a double upgrade from bank of america

HP (NYSE: HPQ ) stock is sitting pretty on Tuesday after the company got a double upgrade from Bank of America analyst analyst Wamsi Mohan. The good n...

October 3, 2023, 9:11 am

Virtu financial: another look

Virtu Financial, a financial services firm, has seen insider buying in September and is trading at long-term technical support levels. Analysts have m...

October 2, 2023, 11:43 am

Us expands, upgrades probe into 708,000 ford suvs over engine failures

The National Highway Traffic Safety Administration said on Monday it is upgrading and expanding its inv...

October 2, 2023, 7:35 am

Bae systems buoyed by £3.95bn uk submarine contract

BAE Systems was among the best of the FTSE 100 risers after it won a £3.95 billion contract from the Ministry of Defence for the next phase of the UK...

October 2, 2023, 4:50 am

Globus maritime: upgrading to buy on massive insider buying

Shares of Globus Maritime have more than doubled in value in the past month as the founder and chairman Georgios Feidakis more than tripled his owners...

October 2, 2023, 12:19 am

Pdi: pricing improves, fundamentals stay poor, we upgrade

PDI, a fund with poor fundamentals and pricing, has underperformed the S&P 500 and other junk bond ETFs. Despite macro headwinds not playing out, PDI'...

October 1, 2023, 11:49 am

Cvr partners: upgrading to 'buy' as nitrogen fertilizer prices bottom

CVR Partners has been facing pressure from lower nitrogen fertilizer prices. However, the company's plants have been running well and pricing appears ...

September 30, 2023, 4:31 am


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