巴克莱- americas morning research summary

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1、EquityResearch16June2017AmericasMorningResearchSummarySummaryofChangesRatingPriceTargetEPSFY1(E)EPSFY2(E)TargetPriceChangesOldNewOldNewOldNewOldNewKrogerCo.KREWEW33.0025.002.221.902.291.81Mattel,Inc.MATEWEW25.0022.001.170.851.451.00TransUnionTRUOWOW45.0048.001.811.812.012.

2、05ZionsBancorporationZIONOWOW48.0050.002.582.652.923.10EstimateChangesAmericanExpressAXPEWEW83.0083.005.745.756.396.40DiscoverFinancialServicesDFSEWEW79.0079.005.955.986.336.48NucorCorp.NUEOWOW73.0073.004.364.174.344.34Source&LegendThissummaryiscompiledfromresearchreportsp

3、reviouslypublishedbyBarclaysEquityResearch.AfulllistofallpublicationsisavailableonBarclaysLive.BarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestt

4、hatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.OneormoreoftheresearchreportsreferencedhereinhasbeenpreparedinwholeorinpartbyequityresearchanalystsbasedoutsidetheUSwhoarenotregistered/qualifiedasr

5、esearchanalystswithFINRA.Fordisclosuresassociatedwitheachreport,pleaserefertothefullreportonBarclaysLive.Foranalystcertificationsandimportantdisclosuresincluding,whereapplicable,foreignaffiliatedisclosures,andthedateandtimewhentheproductionofeachrecommendationwascompleteda

6、ndfirstdisseminated,pleaserefertothefulldocument(s)attachedorincludedbyhyperlinkinthisemail.FORANALYSTCERTIFICATIONSANDIMPORTANTDISCLOSURES,PLEASECLICKHEREPublicationsSummaryBasicIndustriesNucorCorp.:SomeunexpectedsoftspotstoNUE's2QguidanceStockRatingOverweightIt'snotNucor

7、'sguidetobelow-consensus2QEPSthathasthemarketnervous-it'swhatelsethecompanysaid(anddidn'tsay)ondemandthat'sexacerbatedexistingIndustryViewNeutralsteelmarketuncertainties:There'snorealsurpriseinNUE'ssofterexpectationsforPriceTargetUSD73.00coresteelmargins,assheetsteelprices

8、havevisiblyweakenedinrecentweeksPrice(15Jun2017)USD54.60evenasscrappriceshaveheldsteady.B