reports
Mastercard Inc: 1 director
Two Directors at Mastercard Inc sold/gave away 141,440 shares at between 0.000USD and 452.388USD. The significance rating of the trade was 67/100. 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...
Visa Inc: 1 director
A director at Visa Inc sold 25,293 shares at 277.150USD and the significance rating of the trade was 86/100. 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 two years clearly showi...
- Soomit Datta
STNE US (Neutral, TP: $20, +20%) StoneCo Q1s - Pretty solid underlying...
StoneCo reported Q1s after close. Having recently updated its accounting for membership fees (negatively affecting revenue and down through the P&L) consensus was, according to IR, a mix of old and new – and not so helpful therefore.
- Chris Hoare
NTT (Buy, TP: ¥240, +48%) Q4 FY23 Quick Take: Strong Q4 but weak FY24...
NTT reported before close today and despite strong Q4 figures, the shares were down 3% on a weak FY24 guidance. Despite a strong Q4 which was well flagged last quarter, the mobile ARPU trend is disappointing; perhaps as DCM is starting to lose higher end customers to SoftBank’s integrated plan. Our brief takeaways below.
Moody's Ratings assigns Aa3 rating to Mastercard's senior unsecured no...
Moody's Ratings (Moody's) assigned an Aa3 rating to Mastercard Incorporated's ("Mastercard") proposed senior unsecured note issuance. The rating outlook is stable. The net proceeds from the debt issuance are expected to be used for general corporate purposes. RATINGS RATIONALE Mastercard's Aa3 r...
- Moshe Katri
- Spencer Lebov
- Moshe Katri
- Spencer Lebov
NTT DATA Introduces Sustainable Device-as-a-Service
PLANO, Texas--(BUSINESS WIRE)-- , a digital business and IT services leader, has developed a Sustainable Device-as-a-Service solution in collaboration with HP that embraces sustainability and the circular economy in end-to-end device lifecycle management. The solution enables organizations to embed and operationalize sustainability into the lifecycle of endpoint devices. It is part of NTT DATA’s holistic approach to help organizations accelerate their end-to-end sustainability transformation journey to Net Zero targets and beyond. NTT DATA’s Sustainable Device-as-a-Service, integrating HP Ma...
- Wedbush Research
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
GPN GLOBAL PAYMENTS INC.
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TRNO TERRENO REALTY CORPORATION
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
REXR REXFORD INDUSTRIAL REALTY INC.
PSTG PURE STORAGE INC. CLASS A
PPBI PACIFIC PREMIER BANCORP INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
KPTI KARYOPHARM THERAPEUTICS
INTC INTEL CORPORATION
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FR FIRST INDUSTRIAL REALTY TRUST INC.
FITB FIFTH THIRD BANCORP
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CCS CENTURY COMMUNITIES INC.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ORLY O'REILLY AUTOMOTIVE INC.
CVNA CARVANA CO. CLASS A
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
COOP MR. COOPER GROUP INC.
PINS PINTEREST INC. CLASS A
C TEST
SWTX SPRINGWORKS THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PFSI PENNYMAC FINANCIAL SERVICES INC.
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
FUBO FUBOTV
COGT COGENT BIOSCIENCES INC
IMNM IMMUNOME
VOR VOR BIOPHARMA
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
STX SEAGATE TECHNOLOGY HLDGS PLC
IKNA IKENA ONCOLOGY INC
TCRX TSCAN THERAPEUTICS INC
ALIT FOLEY TRASIMENE ACQUISITION CORP
HOWL WEREWOLF THERAPEUTICS INC
GLUE MONTE ROSA THERAPEUTICS INC
CMPX COMPASS THERAPEUTICS
GMTX GEMINI THERAPEUTICS INC
JANX JANUX THERAPEUTICS INC
P PANDORA MEDIA
TYRA TYRA BIOSCIENCES INC
HR HEALTHCARE TRUST OF AMERICA INC.
NUVL NUVALENT INC
BOLD AUDENTES THERAPEUTICS
DBD DIEBOLD NIXDORF INC
NCR NCR NIGERIA
- Moshe Katri
- Spencer Lebov
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
V VISA INC. CLASS A
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
HAFC HANMI FINANCIAL CORPORATION
EWBC EAST WEST BANCORP INC.
ETSY ETSY INC.
BANC BANC OF CALIFORNIA INCORPORATED
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
TWTR TWITTER INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
CHWY CHEWY INC. CLASS A
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
AIRC INC.
MRVL APARTMENT INCOME REIT
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Moshe Katri
- Spencer Lebov
- 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
- Moshe Katri
- Spencer Lebov
- Moshe Katri
- Spencer Lebov
- Soomit Datta
PAGS US (Buy, TP: $18, +25%) STNE US (Neutral, TP: $17, +0%) PagSegur...
Having cut to Neutral in Jan-24 after the stock’s strong run into year-end, following strong Q4s (beating at vols, revenue and net income by 4-6%), setting a reassuring 1-year guide (annual guidance for the first time) and following a recent company meeting, we upgrade revenue, gross profit and, ultimately, net income for FY 25-26 by ~ 20%, supported by better market dynamics.
NTT DATA and Stonebranch Help Clients Modernize Workloads in the Cloud
PLANO, Texas--(BUSINESS WIRE)-- , a global digital business and IT services leader, announced a collaboration with Stonebranch, a leading provider of workload automation and job scheduling solutions, to revolutionize replatforming of mainframe workloads to the public cloud. This strategic partnership aims to support flexible hybrid work strategies and continuous modernization for enterprises seeking to transform their core business processes. Stonebranch Universal Automation Center (UAC) offers native support for UniKix by NTT DATA, their mainframe-rehosting software suite, to modernize the ...
- Chris Hoare
Japanese Telcos Q3 FY23 review: Gearing up for a strong Q4
Service revenue trend was softer on slower non-mobile this quarter. Collectively, mobile revenue trend (Consumer + Enterprise) maintained its second consecutive of growth and operators are implying a strong Q4. For instance, Softbank is expecting Consumer MSR to rebound this year (at flat YTD); NTT implying a strong Q4 EBIT on cost reductions and streamlining of non-core assets like Real Estate.
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