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本周美股牛股 | 财报喜人!数字广告公司The Trade Desk周涨近36%,本月已涨超50%

Us Bull stocks this week | gratifying results! The Trade Desk, a digital advertising company, is up nearly 36% a week and has risen more than 50% this month.

富途資訊 ·  Aug 12, 2022 16:33

This week, U. S. stocks continued to rebound. By Thursday's close, the Dow was up 1.63%, the S & P 1.5% and the Nasdaq up 0.97%. The consumer price index (CPI) released this week and the US producer price index (PPI) both slowed more than expected in July from a year earlier, with investors expecting data reflecting a slowdown in inflationary pressures in the US or pushing the Fed to slow the pace of aggressive policy tightening, which could help the economy achieve a soft landing. Amid optimism, the s & p 500 rose to a three-month high on Wednesday, and the Nasdaq rose nearly 3% into a technical bull market.

Since the beginning of this year, US stocks have been dragged down by the Fed's aggressive strategy of raising interest rates and tightening fiscal policy. however, over the past two weeks, a number of US equity companies have reported better-than-expected results, coupled with signs that US inflation may have peaked and market sentiment is gradually heating up.

Stocks that have gained a lot this week include digital advertising company The Trade Desk, medical device company Shockwave Medical, image and other media products and services company Getty Images, clean energy company New Fortress Energy and AMC Cinema Holdings, Devon Energy Company and so on.

Digital advertising company$The Trade Desk (TTD.US) $It has risen nearly 36% this week and nearly 52% in the month.On Tuesday, the company reported better-than-expected Q2 results and issued better-than-expected Q3 sales guidelines. Subsequently, including KeyBanc, Da Davidson, Needham, Oppenheimer, Royal Bank of Canada Capital, including a number of Wall Street investment banks upgraded the rating and target price of the stock. Among them, Royal Bank of Canada Capital (RBC Capital) maintained its "outperform" rating and raised its target price from $75 to $80.

A medical device company known as the pioneer of vascular lithotripsy$ShockWave Medical (SWAV.US) $It is up more than 26% this week.On Tuesday, the company reported that Q2 revenue surged 116% year-on-year to more than $120 million, with several investment banks upgrading their ratings and target prices. Wells Fargo & Co raised the target price of the stock to $255 from $176and gave the company an "overweight" rating. Morgan Stanley raised its target price to $255 from $201. Cancord Genuity Group, Oppenheimer, Piper Sandler and others have also upgraded their ratings and target prices.

"American Vision China"-- Image and other media products and service companies$Getty Images (GETY.US) $It is up more than 22% this week.On Wednesday, the stock also released Q2 financial results, but it is worth noting that the company's second-quarter sales were $233.3 million, below expectations of $242.8 million, but the company still gave a more optimistic full-year revenue guidance. The company expects full-year revenue of $955 million to $980 million in 2022, a year-on-year increase of 4.0% to 6.7%. After the performance, Benchmark analysts downgraded Getty Images to "hold".

Clean energy company$New Fortress Energy (NFE.US) $It has risen by more than 15% this week and more than 19% in the month.Morgan Stanley this week raised its target price to $58 from $54, maintaining its "overweight" rating. The company recently disclosed that it will pay a quarterly dividend on Wednesday, September 21, and investors registered on Wednesday, September 7, will receive a dividend of $0.10, which will be paid on September 6. New Fortress Energy LLC is an integrated natural gas power company that focuses on providing modern infrastructure solutions with a business model covering the entire production and delivery chain ranging from natural gas procurement and liquefaction to logistics, shipping, terminals and the conversion or development of natural gas power generation.

On the other hand, the weaker stocks this week are as follows:

Looking forward to the future, what does Wall Street think?

David Kelly, global strategist at JPMorgan Chase & Co Asset Management, said in a report released on Thursday that the stock market could rebound to an all-time high in the next few years as the US economy shows signs of cooling. David believes that weaker inflation data combined with signs of an economic slowdown could push interest rates back down at their peak, supporting stocks higher. "it will take some time to bring inflation back to 2%, but as long as we make progress in this direction, the economy will not fall into recession," he said. I think the prospect of the stock market is quite good. I will put all the money into the stock market. I believe that the stock market will rise again. "

Aneta Markowska, chief economist of Jefferies, commented on the CPI released this week that there are four major drivers of the current rise in US prices, namely, commodity prices, supply chain challenges, housing and labor shortages. Among them, the inflationary effects of the first two are gradually disappearing, but housing and labor shortages will continue to be reflected in service inflation. Service inflation will not disappear anytime soon until the Fed tries to 'destroy' demand. "

The chief strategist of Principal Global Investment Co., Ltd. is also relatively pessimistic. "the market has underestimated the risk, and Federal Reserve Chairman Powell will eventually show a big weapon," he said. I don't believe in the sustainability of this rebound. For several months throughout the summer, we were neutral on U. S. stocks because we feared it was just a bear market rally. "

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