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NLSN

Nielsen

$25.21

0.5 (2.02%)

11:10
12/19/18
12/19
11:10
12/19/18
11:10

Call spreads in Nielsen as a bullish play is extended

Call spreads in Nielsen as a bullish play is extended. The stock up 40c to $25.10 and 9K Jan 30 - Jun 32 call spreads bought for 50c. The same spread traded 5K for 70c on 12/3 and open interest numbers from 12/4 indicate that calls were rolled to June from Jan, up two strikes. Today likely repeats, as open interest in the Jan 30 calls is 44K and the largest in the name. Trade history shows the bulk opened in August as shares rallied on reports 8% stakeholder Elliott Management was pushing for a sale of the company. Shares up about $1 since that time and, while the Jan 30s are still well out of the money and trading for just a dime today, rolling to the Jun 32s expresses confidence that shares can reach the mid-30s by June.

NLSN Nielsen
$25.21

0.5 (2.02%)

12/07/18
FBCO
12/07/18
INITIATION
Target $29
FBCO
Neutral
Nielsen initiated with a Neutral at Credit Suisse
Target $29.
08/29/18
PIPR
08/29/18
NO CHANGE
PIPR
Piper calls IHS Markit, S&P Global top picks in Information Services
Piper Jaffray analyst Peter Appert calls IHS Markit (IHS) and S&P Global (SPGI) his top picks in the Information Services sector. Dun & Bradstreet's (DNB) pending sale to a private equity group and Nielsen's (NLSN) strategic review refocuses investor attention on M&A activity in the sector, Appert tells investors in a research note. He says that while "rich" transaction values provide an "intriguing valuation backstop for the group," he continues to focus on operating fundamentals as the key driver of stock performance.
08/23/18
08/23/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. ROSENBLATT BOOSTS AMD PRICE TARGET TO STREET HIGH: Rosenblatt analyst Hans Mosesmann raised his price target for AMD (AMD) shares to $30 from $27. Mosesmann's new price target represents the high among Wall Street sell-side analysts. Following the meetings, Mosesmann has renewed conviction in AMD's multi-year double digit growth profile. Further, he's impressed by the analysis investors are doing in the name after years of disregard. AMD is up 4.1% in late morning trading. CANTOR CUTS AETNA TO NEUTRAL: Cantor Fitzgerald analyst Steven Halper downgraded Aetna (AET) to Neutral from Overweight with a price target of $202. The stock now trades at just a 4.6% discount to the implied CVS Health (CVS) acquisition value of about $207 per share, Halper said. He believes the narrowed deal spread reflects an increased likelihood of regulatory approval. Halper cites limited potential upside for his downgrade of Aetna to Neutral. NIELSEN UPGRADED TO NEUTRAL AT GOLDMAN: Goldman Sachs analyst George Tong upgraded Nielsen Holdings (NLSN) to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model. Nielsen is up 3.3% in late morning trading. IMPERIAL SEES SUBSCRIBER UPSIDE FOR NETFLIX: Imperial Capital analyst David Miller believes Netflix's (NFLX) experiment with ending billing through Apple's (AAPL) app store in 33 countries outside the U.S. likely implies upside to its Q3 international subscriber guidance. The analyst said he has a tough time believing that Netflix would "experiment" with billing infrastructure mid-quarter if it did not believe that its international subscriber levels were trending ahead of guidance. As such, Miller raised his Q3 international subscriber estimate to 4.46M from 4.35M. He kept an Outperform rating on Netflix with a $494 price target. TARGET GETS UPGRADE AND DOWNGRADE: Target (TGT) was upgraded to Outperform from Market Perform at Telsey Advisory, and downgraded to Peer Perform from Outperform at Wolfe Research.
08/23/18
08/23/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Target (TGT) upgraded to Outperform from Market Perform at Telsey Advisory. 2. Deckers Brands (DECK) upgraded to Neutral from Negative at Susquehanna with analyst Sam Poser saying wholesale accounts are more positive than just a few months ago following checks with both large and small retailers. 3. Nielsen (NLSN) upgraded to Neutral from Sell at Goldman Sachs with analyst George Tong saying with activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, he sees increased likelihood of Nielsen being involved in a transaction. 4. Finisar (FNSR) upgraded to Overweight from Neutral at Piper Jaffray with analyst Troy Jensen saying China demand is returning via Huawei and ZTE (ZTCOY), Finisar is facing easy comps following five quarters of depressed demand and the upcoming 400G cycle should provide a tailwind in 2019. 5. Coca-Cola Amatil (CCLAY) upgraded to Equal Weight from Underweight at Morgan Stanley. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

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ALXN

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$NSD

NASDAQ Market Internals

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$NYE

NYSE Market Internals

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GOOG

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CC

Chemours

$17.16

1.1 (6.85%)

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Chemours call volume above normal and directionally bullish »

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T

AT&T

$37.80

-0.38 (-1.00%)

, NWS

News Corp

$14.23

0.03 (0.21%)

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T

AT&T

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NWS

News Corp

$14.23

0.03 (0.21%)

NWSA

News Corp.

$13.86

0.01 (0.07%)

FB

Facebook

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2.26 (1.24%)

AAPL

Apple

$242.41

2.44 (1.02%)

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F

Ford

$9.06

-0.005 (-0.06%)

, GM

General Motors

$36.14

-0.185 (-0.51%)

12:47
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Earnings
Fly Intel: What to watch in auto sector earnings reports »

Ford (F) is scheduled to…

F

Ford

$9.06

-0.005 (-0.06%)

GM

General Motors

$36.14

-0.185 (-0.51%)

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HEXO

Hexo

$2.54

-0.05 (-1.93%)

12:45
10/23/19
10/23
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Hot Stocks
Breaking Hot Stocks news story on Hexo 

Hexo Corp trading resumes…

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NLY

Annaly Capital

$8.94

0.05 (0.56%)

12:45
10/23/19
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Options
Annaly Capital call volume above normal and directionally bullish »

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INTC

Intel

$51.83

-0.175 (-0.34%)

, SFTBF

SoftBank

$0.00

(0.00%)

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Intel files suit against SoftBank's Fortress over patents, Reuters says »

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INTC

Intel

$51.83

-0.175 (-0.34%)

SFTBF

SoftBank

$0.00

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C

Citi

$72.11

0.03 (0.04%)

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ALXN

Alexion

$105.68

6.46 (6.51%)

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Recommendations
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SHI

Sinopec Shanghai

$28.18

-0.44 (-1.54%)

12:40
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Upgrade
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12:40
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General news
FX Action: USD-JPY »

FX Action: USD-JPY…

SFTBF

SoftBank

$0.00

(0.00%)

, WE

We Company

$0.00

(0.00%)

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WeWork's Claure tells staff layoffs are in the works, Reuters says »

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SFTBF

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$0.00

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WE

We Company

$0.00

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BMY

Bristol-Myers

$53.89

-0.55 (-1.01%)

, RHHBY

Roche

$0.00

(0.00%)

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Periodicals
Trump to nominate Stephen Hahn as FDA commissioner, WSJ reports »

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BMY

Bristol-Myers

$53.89

-0.55 (-1.01%)

RHHBY

Roche

$0.00

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NVS

Novartis

$86.51

-0.32 (-0.37%)

GSK

GlaxoSmithKline

$43.27

0.76 (1.79%)

AZN

AstraZeneca

$44.61

0.69 (1.57%)

SNY

Sanofi

$45.54

0.23 (0.51%)

PFE

Pfizer

$36.63

0.19 (0.52%)

MRK

Merck

$82.39

1.09 (1.34%)

LLY

Eli Lilly

$106.97

-3.03 (-2.75%)

JNJ

Johnson & Johnson

$130.13

0.95 (0.74%)

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HEXO

Hexo

$2.54

-0.05 (-1.93%)

12:32
10/23/19
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Syndicate
Hexo announces C$70M private placement of convertible debentures »

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CRM

Salesforce

$145.02

2.75 (1.93%)

12:30
10/23/19
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Options
Heavy delta short term call buyer in Salesforce »

Heavy delta short term…

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DYMEF

DionyMed Brands

$0.00

(0.00%)

12:29
10/23/19
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Hot Stocks
DionyMed Brands receives court application seeking to appoint receiver »

DionyMed Brands…

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CMG

Chipotle

$785.08

-46.605 (-5.60%)

12:29
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Periodicals
Hedgeye sees 30% downside in Chipotle, adds to Best Idea Short List 

Reported by Bloomberg.

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BA

Boeing

$340.95

3.5 (1.04%)

, CAT

Caterpillar

$133.30

-0.39 (-0.29%)

12:28
10/23/19
10/23
12:28
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12:28
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks have been a bit…

BA

Boeing

$340.95

3.5 (1.04%)

CAT

Caterpillar

$133.30

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TXN

Texas Instruments

$120.05

-8.56 (-6.66%)

LLY

Eli Lilly

$106.95

-3.05 (-2.77%)

FB

Facebook

$184.57

2.3 (1.26%)

ADI

Analog Devices

$106.03

-4.88 (-4.40%)

MCHP

Microchip

$93.22

-3.09 (-3.21%)

XLNX

Xilinx

$94.81

-1.2 (-1.25%)

NXPI

NXP Semiconductors

$104.12

-3.62 (-3.36%)

TNK

Teekay Tankers

$2.21

0.22 (11.06%)

WGO

Winnebago

$46.96

4.17 (9.75%)

TMO

Thermo Fisher

$296.86

15.97 (5.69%)

SNAP

Snap

$13.22

-0.78 (-5.57%)

REZI

Resideo

$9.06

-6.11 (-40.28%)

LRN

K12

$20.03

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CMG

Chipotle

$784.15

-47.535 (-5.72%)

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SPLK

Splunk

$117.82

7.41 (6.71%)

12:25
10/23/19
10/23
12:25
10/23/19
12:25
Options
Splunk call volume above normal and directionally bullish »

Bullish option flow…

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TMO

Thermo Fisher

$297.03

16.14 (5.75%)

12:23
10/23/19
10/23
12:23
10/23/19
12:23
Recommendations
Thermo Fisher analyst commentary  »

Thermo Fisher price…

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