|
TSM
|
Technology |
Morgan StanleyB |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$2.0T
|
$43.15
|
+1.4%
|
+2.5%
|
-1.2%
|
+0.3%
|
+0.6%
|
+0.3%
|
|
WMT
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.1T
|
$38.64
|
+1.5%
|
-0.4%
|
-0.6%
|
+1.4%
|
-0.3%
|
-0.0%
|
|
GE
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$304.4B
|
$43.81
|
+2.1%
|
+0.1%
|
-1.1%
|
+2.9%
|
+2.0%
|
+2.4%
|
|
TM
|
Consumer Cyclical |
Morgan Stanley |
Downgrade
|
Equal Weight
→
Underweight
|
—
|
$243.2B
|
$132.10
|
-1.2%
|
-0.7%
|
+0.7%
|
+0.6%
|
+0.6%
|
+1.4%
|
|
PANW
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$33.41
|
+8.8%
|
+5.8%
|
+1.8%
|
-2.2%
|
-2.1%
|
+3.7%
|
|
PANW
|
Technology |
Credit Suisse |
Maintains
|
Underperform
→
Underperform
|
—
|
$170.3B
|
$33.41
|
+8.8%
|
+5.8%
|
+1.8%
|
-2.2%
|
-2.1%
|
+3.7%
|
|
PANW
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$33.41
|
+8.8%
|
+5.8%
|
+1.8%
|
-2.2%
|
-2.1%
|
+3.7%
|
|
PANW
|
Technology |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$170.3B
|
$33.41
|
+8.8%
|
+5.8%
|
+1.8%
|
-2.2%
|
-2.1%
|
+3.7%
|
|
PANW
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$33.41
|
+8.8%
|
+5.8%
|
+1.8%
|
-2.2%
|
-2.1%
|
+3.7%
|
|
PANW
|
Technology |
KeyBanc |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$33.41
|
+8.8%
|
+5.8%
|
+1.8%
|
-2.2%
|
-2.1%
|
+3.7%
|
|
RIO
|
Basic Materials |
Exane BNP ParibasC |
Upgrade
|
Underperform
→
Neutral
|
—
|
$165.3B
|
$51.60
|
-0.1%
|
+1.1%
|
-0.0%
|
+0.4%
|
+0.9%
|
+0.7%
|
|
UNP
|
Industrials |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$161.2B
|
$160.08
|
+1.5%
|
+3.8%
|
-0.9%
|
+0.9%
|
+0.9%
|
-0.2%
|
|
CME
|
Financial Services |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$108.9B
|
$221.06
|
+1.3%
|
+0.1%
|
+0.9%
|
-3.4%
|
-4.7%
|
-1.4%
|
|
CMCSA
|
Communication Services |
OppenheimerA |
Upgrade
|
Perform
→
Outperform
|
—
|
$90.2B
|
$45.52
|
+2.0%
|
+2.0%
|
-0.1%
|
+0.2%
|
+0.1%
|
-0.1%
|
|
BCS
|
Financial Services |
Keefe, Bruyette & WoodsB |
Upgrade
|
Underperform
→
Market Perform
|
—
|
$82.6B
|
$6.69
|
+1.8%
|
+2.2%
|
+0.4%
|
+1.3%
|
+5.0%
|
+0.7%
|
|
BCS
|
Financial Services |
Keefe Bruyette & WoodsB |
Upgrade
|
Underperform
→
Market Perform
|
—
|
$82.6B
|
$6.69
|
+1.8%
|
+2.2%
|
+0.4%
|
+1.3%
|
+5.0%
|
+0.7%
|
|
PSX
|
Energy |
Macquarie |
Maintains
|
Outperform
→
Outperform
|
—
|
$74.4B
|
$99.69
|
+0.9%
|
+0.1%
|
+1.1%
|
+1.2%
|
+0.8%
|
-0.5%
|
|
NSC
|
Industrials |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$71.5B
|
$171.57
|
+1.3%
|
+2.7%
|
-0.7%
|
+1.3%
|
+0.7%
|
-0.9%
|
|
VALE
|
Basic Materials |
Exane BNP ParibasC |
Upgrade
|
Underperform
→
Neutral
|
—
|
$68.4B
|
$11.24
|
+2.0%
|
+0.8%
|
+0.1%
|
+2.4%
|
+1.0%
|
+0.7%
|
|
OXY
|
Energy |
Susquehanna |
Maintains
|
Positive
→
Outperform
|
—
|
$60.7B
|
$43.58
|
+0.8%
|
+3.5%
|
+0.8%
|
-1.1%
|
+3.2%
|
-0.3%
|