Special Situations 🌐 Research Newsletter (Jay)
Wuhan Locks Down 1 Million Residents in Echo of Pandemic’s Start $FXI $KWEB $BABA $JD
When are lockdowns going to end?
https://t.co/Y93xIs2OXe
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Wuhan Locks Down 1 Million Residents in Echo of Pandemic’s Start $FXI $KWEB $BABA $JD
When are lockdowns going to end?
https://t.co/Y93xIs2OXe
tweet
Bloomberg.com
Wuhan Locks Down 1 Million Residents in Echo of Pandemic’s Start
A district on the outskirts of Wuhan has been locked down, the first time the Chinese city that saw the world’s first Covid-19 lockdown has imposed such a measure since 2020, underscoring how far the country is from post-pandemic normalcy.
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Special Situations 🌐 Research Newsletter (Jay)
Decent primer on Monkeypox. Israel received first vaccines yesterday, Biden wants $7 billion to fight it here in the USA.
https://t.co/k5nZ0HdB0A
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Decent primer on Monkeypox. Israel received first vaccines yesterday, Biden wants $7 billion to fight it here in the USA.
https://t.co/k5nZ0HdB0A
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Special Situations 🌐 Research Newsletter (Jay)
1/ Several analysts made downgraded price targets on Alphabet $GOOG following results:
- $C cut from $145 to $140
- Piper Sandler cut from $139 to $135
- $CS cut from $143 to $140
- Rosenblatt cut from $205 to $154
- $WFC Wells Fargo cut from $170 to $160
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1/ Several analysts made downgraded price targets on Alphabet $GOOG following results:
- $C cut from $145 to $140
- Piper Sandler cut from $139 to $135
- $CS cut from $143 to $140
- Rosenblatt cut from $205 to $154
- $WFC Wells Fargo cut from $170 to $160
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Special Situations 🌐 Research Newsletter (Jay)
$ADDYY Adidas shares fall as much as 6.1%, the most since May. The magnitude of the group’s outlook cut was bigger than anticipated by analysts and could signal challenges ahead for the rest of the sportswear sector.
*ADIDAS CUTS FY OUTLOOK FOR NET FROM CONT OPS TO ~EU1.3B
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$ADDYY Adidas shares fall as much as 6.1%, the most since May. The magnitude of the group’s outlook cut was bigger than anticipated by analysts and could signal challenges ahead for the rest of the sportswear sector.
*ADIDAS CUTS FY OUTLOOK FOR NET FROM CONT OPS TO ~EU1.3B
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Special Situations 🌐 Research Newsletter (Jay)
Enphase Energy $ENPH shares surged 10% as analysts hiked their price targets on the solar energy equipment maker, with brokers saying its results and guidance for the third quarter were robust and exceeded expectations thanks to strong demand.
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Enphase Energy $ENPH shares surged 10% as analysts hiked their price targets on the solar energy equipment maker, with brokers saying its results and guidance for the third quarter were robust and exceeded expectations thanks to strong demand.
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M&A Focused CPA
RT @ConnorAbene: My professional services agency does multiple 6-figures in profit.
And I’m using that profit to bankroll other business acquisitions.
Here’s the strategy:
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RT @ConnorAbene: My professional services agency does multiple 6-figures in profit.
And I’m using that profit to bankroll other business acquisitions.
Here’s the strategy:
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Special Situations 🌐 Research Newsletter (Jay)
Barclays $BARC: Chance Fed tapers quantitative tightening next year in order to slow decline in bank reserves
$BARC estimates reserves will shrink to $2.1T by 1Q 2023, which may be close enough to where banks begin to bid up unsecured rates “so deposit rates increase abruptly”
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Barclays $BARC: Chance Fed tapers quantitative tightening next year in order to slow decline in bank reserves
$BARC estimates reserves will shrink to $2.1T by 1Q 2023, which may be close enough to where banks begin to bid up unsecured rates “so deposit rates increase abruptly”
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Special Situations 🌐 Research Newsletter (Jay)
Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure.
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Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure.
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Special Situations 🌐 Research Newsletter (Jay)
$SHW down 10% premarket:
-Sees adjusted EPS $8.50 to $8.80, saw $9.25 to $9.65, estimate $9.42
-Sees EPS $7.65 to $7.95, saw $8.40 to $8.80
-Net sales $5.87 billion, +9.2% y/y, estimate $6.01 billion
-Adjusted EPS $2.41 vs. $2.65 y/y, estimate $2.78
https://t.co/W7qgsS8MkB https://t.co/dxVIGnwwKn
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$SHW down 10% premarket:
-Sees adjusted EPS $8.50 to $8.80, saw $9.25 to $9.65, estimate $9.42
-Sees EPS $7.65 to $7.95, saw $8.40 to $8.80
-Net sales $5.87 billion, +9.2% y/y, estimate $6.01 billion
-Adjusted EPS $2.41 vs. $2.65 y/y, estimate $2.78
https://t.co/W7qgsS8MkB https://t.co/dxVIGnwwKn
Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure. - Special Situations 🌐 Research Newsletter (Jay)tweet