ハロザイム・セラピューティクスに関するコメント

Gapping up
$リヴィアン・オートモーティブ(RIVN.US)$ +6% (The company reported a first-quarter loss that was narrower than expected. Rivian also said it's still on track to meet a 50,000-vehicle production target for 2023.)
$セルシウス・ホールディングス(CELH.US)$ +11.1% (The company posted a strong earnings report. Celsius posted 40 cents in earnings per share for the first quarter, more than doubling the 19-cent consensus estimate of analysts polled by Str...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after the previous market closed (gaps range from large to small):
Gap Ups
1. $トップビルド・コープ(BLD.US)$ - up 2.7%
2. $アトラシアン クラスA(TEAM.US)$ - up 2.4%
3. $プール(POOL.US)$ - up 2%
4. $ソニーグループ(SONY.US)$ - up 1.9%
5. $トール・ブラザーズ(TOL.US)$ - up 1.8%
6. $チャールズリバー・ラボラトリーズ・インターナショナル(CRL.US)$ - up 1.4%
7. $ゲーミング・アンド・レジャー・プロパティーズ(GLPI.US)$ - up 1.4%
8. $WPP(WPP.US)$ - up 1.3%...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after the previous market closed (gaps range from large to small):
Gap Ups
1. $アクソン・エンタープライズ(AXON.US)$ - up 7.79%
2. $コリア・エレクトリック・パワー(KEP.US)$ - up 6.65%
3. $メタ・プラットフォームズ(META.US)$ - up 3.00%
4. $XPインク(XP.US)$ - up 2.50%
5. $ゲルダウ(GGB.US)$ - up 1.49%
6. $パフォーマンス・フード・グループ(PFGC.US)$ - up 1.47%
7. $クローガー(KR.US)$ - up 1.30%
8. $ハロザイム・セラピューティクス(HALO.US)$ - up 0.94...

Gainers:
In reaction to earnings/guidance:
• $トレード・デスク(TTD.US)$+17%,$ワーキバ(WK.US)$ +15.3%,$アーロ・テクノロジーズ(ARLO.US)$ +12%,$アレイ・テクノロジーズ(ARRY.US)$ +10.3%,$エバーブリッジ(EVBG.US)$ +9.7%,$カタリスト・ファーマシューティカルズ(CPRX.US)$ +9.4%,$ハロザイム・セラピューティクス(HALO.US)$ +8.7%,$VELO3D(VLD.US)$ +7.6%,$サイバーアーク・ソフトウェア(CYBR.US)$ + 6.2%,$ヘモネティクス(HAE.US)$ +5.8%,$ジャクソン・フィナンシャル(JXN.US)$ +5.7% (also increases dividend),$アクソン・エンタープライズ(AXON.US)$ +4.8%,...

Upgrades
• $キューブスマート(CUBE.US)$ : Raymond James Upgrades to Strong Buy from Outperform - PT $52 (from $60)
• $DTEエナジー(DTE.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $140 (from $142)
• $コンソリデーテッド・エジソン(ED.US)$ : Guggenheim Upgrades to Neutral from Sell - PT $94 (from $80)
• $モトローラ ソリューションズ(MSI.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $240
• $グルポ・エアロポルチュアリオ・デル・セントロ・ノルテ(OMAB.US)$ : Morgan Stanley Upgrades to...

Higher interest rates will be a defining characteristic of the markets next year and many high-quality stocks also have growth profiles that make them sensitive to rate changes, $ゴールドマン・サックス・グループ(GS.US)$ says.
In Goldman's equity outlook for 2022, Chief U.S. Equity Strategist David Kostin and team look at how investors need to look at what they call "duration" in growth.
Stocks with high revenue projections and low profit or negative margins have "long duration" and are vulnerable to increases in interest rates.
"Growth stocks with high profit margins outperformed unprofitable growth stocks when real rates jumped in 1Q 2021, and profitable stocks should remain resilient if rates rise in 2022," Kostin says.
"Stocks with valuations entirely dependent on future growth are vulnerable to a dramatic drop in price if rates rise sharply or revenue growth expectations are reduced," he says. "This latter risk was exemplified by the sharp underperformance of some notable high growth, low earnings companies following disappointing 3Q 2021 results and lowered forward revenue guidance."
Because interest rates are so low now, high-growth extremely profitable stocks trade at similar valuations to high-growth stocks with low profitability, he adds.
Goldman ran screens for strong revenue growth stocks with high and low margins. Both screens exclude Financials.
High margin stocks. $Russell 3000 Index Ishares(IWV.US)$ companies with market cap over $2B, consensus 2023 revenue growth over 15% and 2023 margins over 20%:
1. $ハロザイム・セラピューティクス(HALO.US)$, consensus sales CAGR 2021-23 is 30%, consensus 2023 profit margin is 63%
2. $マラソン・デジタル・ホールディングス(MARA.US)$, sales 105%, margin 51%
3. $マスターカード(MA.US)$, sales 18%, margin 47%
4. $ライオット・プラットフォームズ(RIOT.US)$, sales 69%, margin 46%
5. $MPマテリアルズ(MP.US)$, sales 50%, margin 45%
6. $ユナイテッド・セラピューティクス(UTHR.US)$, sales 13%, margin 42%
7. $アスペンテクノロジーインク(AZPN.US)$, sales 13%, margin 41%
8. $ユニバーサル・ディスプレイ(OLED.US)$, sales 20%, margin 38%
9. $ハーモニー・バイオサイエンシーズ(HRMY.US)$, sales 52%, margin 37%
10. $マーベル・テクノロジー・グループ(MRVL.US)$, sales 20%, margin 35%
Low profit stocks. Russell 3000 companies with market cap above $5B, consensus 2023 revenue growth over 15% and 2023 net profit margins less than 5%:
1. $ドラフト・キングス(DKNG.US)$, consensus sales CAGR 2021-23 40%, consensus 2023 net loss $722M, consensus 2023 margin -29%
2. $スノーフレーク(SNOW.US)$, sales 62%, loss $694M, maring -24%
3. $ニコラ(NKLA.US)$, sales 1,414%, loss $487M, margin -63%
4. $ガーダント・ヘルス(GH.US)$, sales 32%, loss $377M, margin -60%
5. $リフト(LYFT.US)$, sales 31%, loss $330M, margin -6%
6. $Wix.com(WIX.US)$, sales 22%, loss $328M, margin -17%
7. $スマートシート(SMAR.US)$, sales 29%, loss $254M, margin -29%
8. $パシフィック・バイオサイエンシズ・オブ・カリフォルニア(PACB.US)$, sales 41%, loss $250M, margin -96%
9. $ビル・ホールディングス(BILL.US)$, sales 50%, loss $244M, margin -28%
10. $Oak Street Health(OSH.US)$, sales 51%, loss $244M, margin -7%