Nws txhais tau li cas thaum mega-cap stocks thiab US Treasuries pib coj tus cwj pwm zoo li lawv tau nyiaj npib?
Tavis McCourt, Institutional Equity Strategist ntawm Raymond James, muaj ib lub tswv yim txog qhov ntawd. McCourt tau sau tias "Peb yuav sib cav tias nws pom tias tsis muaj kev lees paub los ntawm cov tub ua lag luam hauv qee cov qauv kev lag luam / nyiaj tau los, thiab lub xeev ntawm kev lag luam tag nrho," McCourt tau sau.
McCourt tab tom tham txog qhov tsis txaus ntseeg ntawm kev lag luam tam sim no dhau mus, ceeb toom tias cov tub ua lag luam tsis tuaj yeem ua rau lawv lub siab txawm tias peb yuav pom kev lag luam ntau xyoo rov qab los yog seb peb yuav nkag mus rau "Fed induced" kev lag luam sai sai.
Cov neeg ua lag luam puas siab puas ntsws hloov pauv txhua lub lim tiam - lossis txawm txhua hnub - hauv paus. Raws li kev tuav pov hwm koj qhov kev txiav txim siab nqis peev yeej tsis nyuaj dua - lossis mob ntau dua. Qhov ntawd tau hais tias, McCourt ntxiv tias kev ua raws li koj cov phom yog qhov tseem ceeb hauv "kev tsav tsheb ua tau zoo dua."
Tawm tsam qhov keeb kwm yav dhau los no, cov kws tshuaj ntsuam ntawm Raymond James tau nrhiav cov khoom lag luam uas npaj siab los thawb ua ntej hauv ib puag ncig tam sim no. Lawv tau taw qhia ob qho uas lawv pom tias tsim cov khoom xa rov qab tsawg kawg yog 60% xyoo no.
Peb tau khiav lawv los ntawm TipRanks cov ntaub ntawv los saib seb qhov seem ntawm Txoj Kev xav li cas; Nws zoo nkaus li tus kws tshuaj ntsuam pom zoo tus nqi ob qho tib si li Strong Buys thiab pom ntau qhov upside ib yam nkaus. Cia wb mus saib ntxiv.
ADS-TEC Zog (ADSE)
Peb yuav pib nyob rau hauv lub zog sector, qhov twg ADS-TEC yog ib tug thawj coj nyob rau hauv decentralized roj teeb-buffered zog systems. Lub tuam txhab tsim, tsim khoom, thiab ua lag luam ntau yam ntawm cov roj teeb tswj kev tswj hwm, lub zog hluav taws xob inverters, chav tswj thermal, thiab tswj cov tshuab. ADS-TEC platforms ib txwm suav nrog 'ntse' roj teeb cia, tso cai rau kev nqus tau yooj yim thiab tso tawm lub zog, ua rau cov chav hloov pauv tau zoo. Lub tuam txhab cov khoom lag luam tau pom kev siv hauv kev lag luam, kev lag luam, kev txav mus los, thiab kev siv vaj tse.
Lub ntsiab tseem ceeb hauv ADS-TEC cov khoom lag luam yog cov thev naus laus zis thev naus laus zis, tso cai rau kev them sai sai ntawm cov roj teeb kev daws teeb meem, txawm tias thaum lub zog hluav taws xob ua haujlwm qis. Lub tuam txhab thev naus laus zis tso cai ultra-ceev ceev ntawm cov roj teeb cia txog li 320 kilowatts. ADS-TEC tau xa ntau tshaj 400 lub tshuab them nyiaj, uas tshwj xeeb tshaj yog haum rau kev lag luam EV.
Lub tuam txhab no tau ua haujlwm rau pej xeem txij li lub Kaum Ob Hlis kawg, thaum nws ua tiav SPAC kev koom ua ke nrog European Sustainable Growth Acquisition Corporation. Kev sib koom ua ke, uas ua rau $ 152 lab hauv peev tshiab muaj rau ADS-TEC txoj kev txhim kho, tau pom zoo rau lub Kaum Ob Hlis 21 thiab ADSE ticker ua nws qhov NASDAQ debut rau lub Kaum Ob Hlis 23.
Hauv nws qhov pib ntawm kev tshaj tawm kev pab them nqi rau Raymond James, 5-lub hnub qub kws tshuaj ntsuam Pavel Molchanov nteg tawm rooj plaub loj heev rau ADS-TEC, sau ntawv: "Kev them nqi hluav taws xob thoob plaws lub rooj tsavxwm yog qhov tsis txaus siab rau lub teeb hluav taws xob siv tsheb thauj mus los nkhaus, tab sis them nyiaj. technology tsis yog ib zaj dab neeg ntawm cov ncuav qab zib-cutter. Nyob rau ntawm ntug kev yog ultra-ceev them, thiab ADS-TEC sawv tawm raws li tib neeg dawb huv-ua si ntawm no me me tab sis loj hlob sai ntawm lub ncuav qab zib. Peb txaus siab rau lub tuam txhab qhov siab tshaj qhov nruab nrab rau cov teb chaws Europe, uas muaj lub ntiaj teb cov khoom lag luam EV siab tshaj plaws. Raws li nrog tag nrho cov khoom siv thev naus laus zis huv si, qee qhov kev muag khoom yog qhov kev zam. Nrog kev sib koom ua lag luam hauv qab 10x peb (kwv yees) 2025 EBITDA kwv yees, peb xav tias cov ntsiab lus nkag yog qhov nyuaj ... "
Raws li tag nrho cov ntsiab lus saum toj no, Molchanov tus nqi ADSE koom nrog Strong Buy thiab nws tus nqi $ 14 lub hom phiaj qhia txog ib lub xyoo upside peev ntawm ~ 71%. (Saib xyuas Molchanov cov ntaub ntawv taug qab, nias ntawm no)
Hauv nws lub sijhawm luv luv ntawm kev lag luam pej xeem, lub tuam txhab them nyiaj ceev ceev no tau khaws 3 qhov kev tshuaj xyuas zoo, rau qhov kev pom zoo ntawm Strong Buy consensus rating. Cov shares yog tus nqi ntawm $ 8.21 thiab lawv cov nqi nruab nrab $ 16.33 lub hom phiaj tseem ceeb dua li Raymond James saib, qhia txog chav rau ~ 99% upside hauv xyoo tom ntej. (Saib ADSE tsom xam cov khoom lag luam ntawm TipRanks)
ProQR (PRQR)
Qhov thib ob Tshuag peb tab tom saib yog lub tuam txhab tshawb fawb biotech. ProQR tab tom ua haujlwm ntawm cov tshuaj tshiab los kho cov pab pawg muaj feem cuam tshuam txog kev pom kev caj ces, cov kab mob uas tau los ntawm cov kab mob retina. Cov kab mob ntawm qhov muag no tsis muaj kev kho mob zoo, muaj kev vam meej hauv qhov xwm txheej, thiab feem ntau ua rau dig muag.
Lub tuam txhab txoj kev loj hlob kav dej muaj cov kev kho mob RNA, kev kho tshiab rau ntau yam kev mob caj ces. Lub raj xa dej muaj plaub qhov kev kho mob-theem, nrog rau ntau qhov kev tshawb fawb ua ntej. Cov neeg sib tw ua yeeb yaj kiab, sepofarsen (QR-110), yog lub ntsiab lus ntawm Phase 2/3 ILLUMINATE kev soj ntsuam, ntsuas cov tshuaj raws li kev kho mob rau Leber congenital amaurosis 10 (LCA10).
Hauv qhov hloov tshiab tseem ceeb thaum lub hli dhau los, ProQR tshaj tawm tias tus neeg mob zaum kawg hauv ILLUMINATE mus sim tau ua tiav qhov kawg 12-hli mus ntsib, qhov tseem ceeb tseem ceeb rau kev txhim kho cov txiaj ntsig saum toj kawg nkaus. Lub tuam txhab xav tias yuav tso tawm cov txiaj ntsig tau los ntawm qhov kawg ntawm lub quarter tam sim no, 1Q22. Txoj kev tshawb no ua raws 36 tus neeg mob randomized, pib thaum Lub Ib Hlis Ntuj xyoo 2021.
Kuj tseem muaj kev txaus siab rau cov tub ua lag luam, ProQR tshaj tawm thaum Lub Kaum Ob Hlis thaum pib ntawm ob qhov kev sim ntxiv 2/3, ntsuas ultevursen (QR-421a) raws li kev kho mob rau kev kho mob retinitis pigmentosa thiab Usher syndrome. Thawj cov neeg mob tau txhaj tshuaj hauv ob qhov kev sim no, hu ua SIRIUS thiab CELESTE, uas xav tias yuav txuas ntxiv mus rau 24 lub hlis tom ntej. Qhov kev sim SIRIUS yuav tso npe mus txog 81 tus neeg mob, thaum CELESTE sim yog tsim los rau 120 tus neeg mob.
Tus kws tshuaj ntsuam Steven Seedhouse tau qhib kev pab them nqi ntawm cov khoom lag luam no rau Raymond James nrog kev txhawb nqa, taw qhia lub zog ntawm lub tuam txhab txoj kev txhim kho.
"LCA10 yog ~ $ 390M WW lub sijhawm ua lag luam rau sepofarsen thiab qhib qhov rooj rau ntawm ProQR's IRD pipeline, suav nrog QR-421a, uas yog nyob rau hauv kev tshawb fawb tseem ceeb rau Usher syndrome thiab retinitis pigmentosa. Cov ntaub ntawv rau QR-421a tsis zoo li sepofarsen tab sis nws tseem tuaj yeem ua haujlwm, thiab Phaj 1 txuas ntxiv cov ntaub ntawv xav tau nyob rau xyoo 2022 tuaj yeem ntxiv kev ntseeg siab… Peb lub hauv paus ntawm peb cov kev tshawb fawb kev nqis peev yog: 1) kev pom zoo ntawm lub sijhawm nyob ze. sim catalyst (CEP290-targeting oligo hauv LCA10), cov ntaub ntawv 1Q22; 2) cov kev pab cuam kho mob ntxiv yuav dhau los ua pov thawj nyob ze; thiab 3) kev coj noj coj ua hauv thaj chaw tshiab uas peb xav tau tam sim ntawd raug (RNA kho), ” Seedhouse opined.
Nyob rau hauv lub teeb ntawm cov lus no, Seedhouse tus nqi PRQR Tshuag raws li ib tug Strong Buy, thiab teem ib tug $19 nqi hom phiaj uas qhia hais tias cov shares muaj chaw khiav ib tug robust ~ 237% xyoo no. (Saib xyuas Seedhouse cov ntaub ntawv teev tseg, nias ntawm no)
Tag nrho hauv tag nrho, Kev Pom Zoo Kev Muag Khoom Zoo ntawm ProQR yog ib qho kev pom zoo, vim tias tag nrho 4 tus kws tshuaj ntsuam xyuas ua qhov zoo. Cov Tshuag yog tus nqi ntawm $ 5.64 thiab muaj $ 33 tus nqi nruab nrab lub hom phiaj; qhov no txhais tau hais tias ib lub xyoo upside muaj peev xwm ntawm 485%. (Saib PRQR Tshuag forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov kev lag luam tawm ntawm cov khoom lag luam zoo saib, mus saib TipRanks 'Cov Khoom Zoo Tshaj Plaws los yuav, ib qho khoom siv tshiab tshaj tawm uas ua ke tag nrho ntawm TipRanks' kev nkag siab sib npaug.
Disclaimer: Cov kev xav tawm tswv yim hauv tsab xov xwm no tsuas yog cov ntawm cov kws tshuaj ntsuam tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/raymond-james-stock-picks-over-001932914.html