The biggest calls on Wall Street on Tuesday are: Mizuho repeats Tesla, as he said in a Tuesday memo that the blockade of China remains a headwind for Tesla’s production, but a rebound could occur later this year. “The partial blockade of Giga Factory Shanghai is a short-term headwind, although the SepQ / DecQ rebound is potentially strong …. However, due to supply chain improvements and Berlin ramping, SepQ / DecQ We believe that rebounds can potentially be stronger. ”Morgan Stanley named Nio a tactical research idea. Morgan Stanley said China’s electric car companies are in a good position as China has begun to reopen. “Recently, stock prices have fallen due to prolonged concerns that sales have been curtailed in the blockade of Shanghai, which accounts for more than 15% of the company’s sales in 2021. The related production turmoil is the launch of NIO. / It also has a negative impact on launch. It’s a new model and exacerbates market concerns about NIO’s sales momentum. ”Daiwa upgrades Zoom from underperform to outperform Daiwa is an investor Said that you should buy a stock dip. “Recent technology pullbacks reset our view of equities and upgrade our ratings. We like Zoom’s core business, but we’re shy away from ancillary products. Expectations for growth after a significant slowdown. Learn more about this phone, which looks more realistic. The benchmark adds world wrestling. The benchmark said that the share of world wrestling is attractive at the current level, and the company said. Imax said it should benefit from the release of more blockbuster movies. “In 2019, IMAX will be the top gross movie on 15/15 in 2019. Huge blockbuster movie slate, movie fans. Given the surge in the market share and the shift in market share to premium, we expect very strong domestic performance until FY2011. IMAX …. WWE offers attractive reopening trade and continues to grow significantly. We believe that the chassis production line, 2) battery modules, and 3) inverter / powertrain production / supply are sound, but the lack of certain commodity chips limits the lamp. RIVN “We are working to secure quotas from our suppliers.” Oppenheimer, who named Estee Loader as a top pick, said he expects a “pricing benefit” and a recovery in China to increase Estee Loader’s share. Stated. Regulations in major cities such as Shanghai and Beijing will be relaxed and EL will return to top pick status. Truist upgrades Dish to buy from Hold. Truist said he likes the company’s “spectrum holdings” and “discounted prices.” Network Investor Day is now in the rear-view mirror, and stocks are now starting to rebound after investors have exhausted the lack of details associated with build plans of over $ 20 billion. Rethink the investment outlook for equity trading near the lowest price in 20 years. Click here for more information on this call. “The stock price of LIN, one of the most stable businesses in the Global Chemicals sector, has been a volatile year (or covers a wider range of issues),” Morgan Stanley said on Tuesday. Stated. The “defensive view” of heating and air conditioning companies. Credit Suisse has a more defensive view while waiting for the second half forecast to be reset elsewhere. / Demand for commercial paints. SHW is the leader in the North American professional applied residential and commercial paint market and the leader in the selected industrial paint market among the four major providers of DIY (Do-It-Yourself) house paints in North America. .. Morgan Stanley downgrades the American Eagle Outfitters from equivalent weights to underweights Morgan Stanley said there are more “sales & margin mistakes” in the American Eagle downgrade. There is room for an even more important downside, as the 2H implicit guide does not seem to be achievable. Higher targets for 2023 also need to be reduced, but there is room for further sales and margin mistakes. Learn more about this phone. Average diversity for both gas (oxygen, nitrogen, hydrogen, etc.), applications (healthcare, electronics, etc.), region, customer size (onsite / pipeline, bulk liquid, cylinder). Jeffreys repeats Amazon as follows: Buy Jefferies has lowered its e-commerce giant’s price target from $ 3,700 to $ 3,250 per share, adding that the slowdown will hurt stocks such as Amazon. The resulting negative sentiment for both consumers and businesses can lead to a more cautious spending pattern, with headwinds worsening as the economic slowdown deepens. For consumers, it means less discretionary spending on more expensive physical goods and more price sensitivity to service items. “Grabs have revised 18% over the past month and 76% from listing, driven by CY21 and inventory flows, which are weaker than expected due to the gradual lockup expiration date. Despite the background, we are upgrading Grab to Outperform because we believe the risks and rewards are attractive and benefit from the post-pandemic resumption. “
Tesla, Dish, Nio, Zoom, Rivian, Imax
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