선요약 : 제프리스 Jefferies Equity Research가 추천한 22종목이 무엇인지만 알아봅시다.
1. 액티비전 블리자드 Activision Blizzard
Ticker : ATVI
Sector : Communication services
Price target : $ 80
Upside : 10.2%
Quote : "Best-in-class gaming company with a visible path to two straight years of earnings growth and call-options not reflected in the current valuation. ... The market is missing ATVI's aggressive pursuit of mobile gaming and how it will impact the future financial trajectory of the company. "
Source: Jefferies Equity Research
2. 바이오-래드 래보라토리즈 Bio-Rad Laboratories
Ticker : BIO
Sector : Healthcare
Price target : $ 525
Upside : 11.8%
Quote : "BIO has a fundamentally strong business that has proven to be resilient thru economic cycles, having delivered positive organic growth every Q for 10+ years, even through the (Global Financial Crisis) in '08 / 09."
Source: Jefferies Equity Research
3. 바이오마린 BioMarin
Ticker : BMRN
Sector : Healthcare
Price target : $ 132
Upside : 38.1%
Quote : "BMRN focuses on drugs primarily for rare diseases for which no / limited therapies are available. In addition, its diversified pipeline in various niche rare disease markets and biologics focus pose a high barrier for generic entry."
Source: Jefferies Equity Research
4. 블랙스톤 Blackstone
Ticker : BX
Sector : Financials
Price target : $ 56
Upside : 4.6%
Quote : "BX is trading at a 2-3 turn discount to pre-Covid levels despite having completed its most recent round of flagship fundraising and actively deploying capital."
Source: Jefferies Equity Research
5. 캐시스 제너럴 스토어즈 Casey's General Stores
Ticker : CASY
Sector : Consumer staples
Price target : $ 175
Upside : 15.2%
Quote : "We continue to like CASY due to its superior foodservice offering and self-help initiatives that should help deliver solid mkt. Share gains and robust EBITDA growth."
Source: Jefferies Equity Research
6. 쉐브론 Chevron
Ticker : CVX
Sector : Energy
Price target : $ 100
Upside : 11%
Quote : "The company has significantly more financial flexibility than its peers due to the balance sheet and low break-even price."
Source: Jefferies Equity Research
7. 엘도라도 리조트 Eldorado Resorts
Ticker : ERI
Sector : Consumer discretionary
Price target : $ 38
Upside : 11.3%
Quote : "The result (of the Eldorado-Caesars Entertainment deal) should be better profitability, which becomes simpler coming out of the shutdown, capture from excess asset value and a sports and iGaming presence that pushes valuation higher."
Source: Jefferies Equity Research
8. 젠텍스 Gentex
Ticker : GNTX
Sector : Consumer discretionary
Price target : $ 29
Upside : 14%
Quote : "Despite industry uncertainty due to COVID-19, favorable mix and encouraging operational color suggest GNTX will continue to outperform peers."
Source: Jefferies Equity Research
9. 알파벳 (구글) Alphabet
Ticker : GOOGL
Sector : Communication services
Price target : $ 1,450
Upside : 3.1%
Quote : "We believe it is not getting full credit for call options in place for both the near and longer term, including Google Cloud Platform, AI, hardware (Google Home, Pixel), YouTube TV (subscriptions), and Waymo."
Source: Jefferies Equity Research
10. 해모네틱스 Haemonetics
Ticker : HAE
Sector : Healthcare
Price target : $ 165
Upside : 54.1%
Quote : "The impact to plasma collections due to social distancing has only worked to further enhance the value proposition behind NexSys, which is also the only solution on the market that is proven to increase yields with each donation."
Source: Jefferies Equity Research
11. 해스브로 Hasbro
Ticker : HAS
Sector : Consumer discretionary
Price target : $ 88
Upside : 30.7%
Quote : "The toy business provides a stable cash flow mechanism fueling higher growth, higher structural margin content, and gaming engines."
Source: Jefferies Equity Research
12. 헌츠맨 Huntsman
Ticker : HUN
Sector : Materials
Price target : $ 25
Upside : 45%
Quote : "Huntsman combines operating leverage to a recovery in construction and automotive markets, significant regional exposure in China, a stronger balance sheet than any time since long before its IPO, and an operating culture focused on improving FCF and FCF conversion."
Source: Jefferies Equity Research
13. 켄너메탈 Kennametal
Ticker : KMT
Sector : Industrials
Price target : $ 30
Upside : 17.4%
Quote : "The company operates in a benign global oligopoly where competitors consistently have high margins, and KMT has implemented restructuring and modernization that will allow it to close the margin gap with peers."
Source: Jefferies Equity Research
14. 로우스 Lowe's
Ticker : LOW
Sector : Consumer discretionary
Price target : $ 135
Upside : 10.3%
Quote : "We believe the market underappreciates tailwinds associated with the retailer's revamped Pro Loyalty program."
Source: Jefferies Equity Research
15. 마틴 마리에타 머티리얼즈 Martin Marietta Materials
Ticker : MLM
Sector : Materials
Price target : $ 221
Upside : 23.9%
Quote : "With the pricing story intact with (aggregates) and cement pricing accelerating in April, and potential upside from a LT infrastructure bill, we continue to find MLM a compelling quality defensive name."
Source: Jefferies Equity Research
16. 마라톤 페트롤리엄 Marathon Petroleum
Ticker : MPC
Sector : Energy
Price target : $ 47
Upside : 33%
Quote : "There are many aspects of the story which stand to be clarified and improved in coming quarters that we believe will translate into a higher equity valuation. We also favor the way MPC is vertically integrated."
Source: Jefferies Equity Research
17. 모토롤라 솔루션스 Motorola Solutions
Ticker : MSI
Sector : Information technology
Price target : $ 155
Upside : 15.3%
Quote : "Motorola Solutions is the dominant provider of mission-critical Public Safety infrastructure and handsets globally. Moreover, there are major barriers to entry around this business – both competitively and technologically."
Source: Jefferies Equity Research
18. 리오틴토 Rio Tinto
Ticker : RIO
Sector : Materials
Price target : $ 55
Upside : 5.5%
Quote : "These shares have historically been defensive in downturns and outperformed the markets in upturns, offering a favorable risk / reward tradeoff, especially for longer term investors."
Source: Jefferies Equity Research
19. 링센트럴 RingCentral
Ticker : RNG
Sector : Information technology
Price target : $ 290
Upside : 10.9%
Quote : "RNG's partnership with AVYA changed the landscape of the industry and structurally advantages RNG vs. other (unified communications as a service) providers."
Source: Jefferies Equity Research
20. 레이시온 테크놀로지스 Raytheon Technologies
Ticker : RTX
Sector : Industrials
Price target : $ 80
Upside : 33.2%
Quote : "Shares should move upwards as the cash flow outlook becomes better understood. ... Any recovery in air travel or improvement in sentiment would help drive the commercial Aerospace business (~ 25% of sales)."
Source: Jefferies Equity Research
21.티제이엑스 TJX
Ticker : TJX
Sector : Consumer discretionary
Price target : $ 60
Upside : 11.9%
Quote : "On the supply side, TJX should see unprecedented inventory availability with favorable pricing, fueling access to better brands while supporting margins. On the demand side, TJX should benefit from the consumer trade-down towards its value offering."
Source: Jefferies Equity Research
22. 텍사스인스트루먼트 Texas Instruments
Ticker : TXN
Sector : Information technology
Price target : $ 136
Upside : 20.2%
Quote : "We would expect demand from industrial and automotive markets to reaccelerate, and TXN to post levered earnings surprises on revenue growth."
Source: Jefferies Equity Research
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채권을 잊어라! _ 배당과 성장을 제공하는 5 가지 안전한 기술주! _ 미국주식 X 미국개미
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