reports
- Wedbush Research
PEP PEPSICO INC.
GPN GLOBAL PAYMENTS INC.
V VISA INC. CLASS A
SQ SQUARE INC. CLASS A
REXR REXFORD INDUSTRIAL REALTY INC.
PYPL PAYPAL HOLDINGS INC
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
ETSY ETSY INC.
KO COCA-COLA COMPANY
KDP KEURIG DR PEPPER INC.
CHWY CHEWY INC. CLASS A
- Moshe Katri
- Spencer Lebov
- Valens Research
SQ - Valens Credit Report - 2024 03 18
Credit markets are overstating SQ's credit risk with a YTW of 5.627% relative to an Intrinsic YTW of 4.740% and an Intrinsic CDS of 65bps. Furthermore, Moody's is overstating SQ's fundamental credit risk with its speculative Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. As positives, most management members are material owners of SQ equity relative to their annual compensation, indicatin...
- Wedbush Research
W WAYFAIR INC.
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PSTG PURE STORAGE INC. CLASS A
PRGS PROGRESS SOFTWARE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
JCOM J2 GLOBAL INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
CHUY CHUY'S HOLDINGS INC.
AXTI AXT INC.
ARDX ARDELYX INC
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CRI CARTER'S INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
SNBR SLEEP NUMBER CORPORATION
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
NICE NICE LTD
DELL DELL TECHNOLOGIES INC CLASS C
COGT COGENT BIOSCIENCES INC
RKT ROCKET COMPANIES
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
CAVA CAVA GROUP INC
VFS BLACK SPADE ACQUISITION CO
- Moshe Katri
- Spencer Lebov
- Wedbush Research
KMX CARMAX INC.
DEI DOUGLAS EMMETT INC
TPH TRI POINTE HOMES INC.
SRPT SAREPTA THERAPEUTICS INC.
SQ SQUARE INC. CLASS A
MNKD MANNKIND CORP.
GPC GENUINE PARTS COMPANY
GLPI GAMING AND LEISURE PROPERTIES INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
AZO AUTOZONE INC.
ABR ARBOR REALTY TRUST INC.
DOOR MASONITE INTERNATIONAL CORP.
ORLY O'REILLY AUTOMOTIVE INC.
UTHR UNITED THERAPEUTICS CORPORATION
CVNA CARVANA CO. CLASS A
LQDA LIQUIDIA CORPORATION
GOSS GOSSAMER BIO
KROS KEROS THERAPEUTICS
AVTE AEROVATE THERAPEUTICS INC
TOST TOAST INC
HR HEALTHCARE TRUST OF AMERICA INC.
EMBRAC B EMBRACER GROUP AB
- Moshe Katri
- Spencer Lebov
- Moshe Katri
- Spencer Lebov
- Baptiste Salaville
- Emira Sagaama
- Jerôme Bodin
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
NEX NEXANS SA
SHA SCHAEFFLER AG
SAVE SAVENCIA SA
MAREL MAREL HF.
NDA AURUBIS AG
ALVIV VISIATIV SA
SLIGR SLIGRO FOOD GROUP N.V.
WLN WORLDLINE SA
ADYEN ADYEN NV
NEXI NEXI S.P.A.
PRX PROSUS N.V. CLASS N
BAR BARCO NV
BLV BELIEVE SA
IVG IVECO GROUP
- Baptiste Salaville
- Emira Sagaama
- Jerôme Bodin
EDEN EDENRED SA
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
NEX NEXANS SA
SHA SCHAEFFLER AG
SAVE SAVENCIA SA
MAREL MAREL HF.
NDA AURUBIS AG
ALVIV VISIATIV SA
SLIGR SLIGRO FOOD GROUP N.V.
WLN WORLDLINE SA
ADYEN ADYEN NV
NEXI NEXI S.P.A.
PRX PROSUS N.V. CLASS N
BAR BARCO NV
FAST FASTNED
BLV BELIEVE SA
IVG IVECO GROUP
- Baptiste Salaville
- Benoit Valleaux
- Bruno Cavalier
- Emira Sagaama
- Steven Gould
EDEN EDENRED SA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
NEXI NEXI S.P.A.
PRX PROSUS N.V. CLASS N
- Baptiste Salaville
- Benoit Valleaux
- Bruno Cavalier
- Emira Sagaama
- Steven Gould
EDEN EDENRED SA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SQ SQUARE INC. CLASS A
PYPL PAYPAL HOLDINGS INC
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
NEXI NEXI S.P.A.
PRX PROSUS N.V. CLASS N
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Nexi/Worldline preview: valuation still attractive but limited ...
>Likelihood of welcome surprises limited for this reporting season - target prices revised down to € 9.5 (vs € 10) for Nexi and € 18 (vs € 20) for Worldline - Ahead of the 2023 earnings publications, we have revised down our EPS forecasts by 2%/5% for Nexi and 5%/6% for Worldline for 2023 and 2024. We understand that household spending was disappointing over the festive period, which is likely to prompt the groups to adopt a cautious stance with regards to the announc...
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Preview Nexi/Worldline : valorisation toujours attractive mais ...
>Potentiel de bonnes surprises limité sur cette saison de publications – OC révisés en baisse à 9,5 € (vs 10 €) pour Nexi et 18 € (vs 20 €) pour Worldline - En amont des résultats 2023, nous révisons en baisse nos attentes de BPA de 2/5% pour Nexi et 5/6% pour Worldline sur 2023/2024. Nous comprenons que les dépenses des ménages ont été décevantes pendant la période de Noël, ce qui devrait pousser les deux groupes à adopter une position prudente au moment de l’annonce...
- Wedbush Research
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
VMW VMWARE INC. CLASS A
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SRPT SAREPTA THERAPEUTICS INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EXPE EXPEDIA GROUP INC.
EWBC EAST WEST BANCORP INC.
DECK DECKERS OUTDOOR CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
NFLX NETFLIX INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
TWTR TWITTER INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
CELH CELSIUS HOLDINGS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
INZY INC.
DASH INOZYME PHARMA
ABNB DOORDASH
FNMA AIRBNB INC. CLASS A
MRVL FEDERAL NATIONAL MORTGAGE ASSOCIATION
STX MARVELL TECHNOLOGY INC
ATXS SEAGATE TECHNOLOGY HLDGS PLC
RANI ASTRIA THERAPEUTICS INC
GFS RANI THERAPEUTICS HLDGS INC
YOU GLOBALFOUNDRIES INC
MLTX CLEAR SECURE INC
PEPG MOONLAKE IMMUNOTHERAPEUTICS
BROS PEPGEN INC
DUTCH BROS INC
- Moshe Katri
- Spencer Lebov
- Moshe Katri
- Spencer Lebov
- Wedbush Research
2454 MEDIATEK INC.
GPN GLOBAL PAYMENTS INC.
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LOW LOWE'S COMPANIES INC.
INTC INTEL CORPORATION
HD HOME DEPOT INC.
FISV FISERV INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
RDFN REDFIN CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
RVMD INC.
MRVL REVOLUTION MEDICINES
STX MARVELL TECHNOLOGY INC
PAY SEAGATE TECHNOLOGY HLDGS PLC
MQ PAYMENTUS HLDGS INC
GFS MARQETA INC
TOST GLOBALFOUNDRIES INC
CART TOAST INC
MAPLEBEAR INC.
- Moshe Katri
- Spencer Lebov
Block Inc: 3 directors
Three Directors at Block Inc sold 13,144 shares at between 69.572USD and 75.430USD. The significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last...
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