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2021-06-27

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Wall Street analysts predict these stocks will be top outperformers in the second half

The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.The recovery and reopening presents a rare buying opportunity for investors, the analysts wrote.CNBC Pro combed through the most recent Wall Street research to find some of the best positioned stocks as the second half approaches.It’s going to be a blockbuster fall in more ways than one for the China-based video game company, according to Morgan Stanley.“History hints at outperfo

Wall Street analysts predict these stocks will be top outperformers in the second half

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video game company, according to Morgan Stanley.“History hints at outperfo","content":"<div>\n<p>The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts predict these stocks will be top outperformers in the second half</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts predict these stocks will be top outperformers in the second half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","AMWD":"美国伍德马克","RUN":"Sunrun Inc.","OMF":"OneMain Holdings, Inc","NOVA":"Sunnova Energy International Inc.","NTES":"网易"},"source_url":"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140044383","content_text":"The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the analysts wrote.\nCNBC Pro combed through the most recent Wall Street research to find some of the best positioned stocks as the second half approaches.\nThey include:Uber,NetEase,OneMain,American Woodmark,Sunrun and Sunnova.\nNetEase\nIt’s going to be a blockbuster fall in more ways than one for the China-based video game company, according to Morgan Stanley.\n“History hints at outperformance in the next 6 months,” analyst Alex Poon wrote recently.\nNetEase has several big titles coming out later this year that Poon believes are a good omen for the stock.\n“The past game launch cycles have all driven strong stock price performance...,” he wrote.\nThe firm said shares of NetEase had reacted positively after the release of games like Knives Out and New Ghost in prior years.\n“NetEase’s game launches/revenue growth have strongly correlated with stock price since 2015, suggesting potential outperformance in the next 6 months, driven by Harry Potter and Diablo Immortal,” Poon said.\nHarry Potter is due in the third quarter of this year while Diablo is due in the fourth quarter.\nIn addition, the stock’s valuation is quite “attractive” and investors should buy it now, the firm said.\nShares are up 11.5% this year.\nOneMain\n“A series of tailwinds is developing,” for the financial services company, Piper Sandler said in a note this week.\nThe firm raised its price target to a Street high of $73 per share from $63 and said OneMain was its top pick for the rest of the year, analyst Kevin Barker wrote.\n“In our view, OMF is the best positioned stock within our coverage over the next 6-12 months,” he said.\nBarker said shares of OneMain have had a bit of an overhang due to a large selling shareholder, but that the stock was getting a bad rap.\n“We believe the stock has the potential to experience a material re-rating once the overhang is lifted, especially if we see new directors on the board and a shift in capital allocation policies,” he said.\nIn addition, Barker said a resumption of buybacks could “enhance” shareholder returns.\n“We believe a buyback policy could lead to greater EPS growth and the potential for a much higher P/E multiple on the stock,” Barker noted.\nThe firm went on to say that there’s a “meaningful strategic shift” happening at OneMain and that patient investors will be rewarded.\nShares are up 27.5% this year.\nAmerican Woodmark\nThe kitchen cabinet manufacturer was upgraded to buy from hold by investment firm Loop Capital this week.\nThe firm said sales growth remains strong and recent survey checks indicate a prime buying opportunity, analyst Garik Shmois said.\n“Despite concerns about tough comps and the recent pause in new residential construction, our survey gives us confidence that sentiment has gotten too negative & that sales should outpace expectations while commodity cost inflation appears to have peaked,” he wrote.\nIn fact, the firm said dealer traffic is as strong as it’s ever been.\n“The shares have acted poorly of late, but from a stock picking perspective, we think there’s value here,” he added.\nShmois acknowledged his call was out of consensus as most investors have been cautious around housing stocks.\nBut Shmois said the stock is just too attractive now given the pullback in shares.\nThe firm also said that price increases appear to be sticking while hardwood costs have started to “roll over which should alleviate cost pressures” along with greater demand for residential construction.\n“We have greater confidence for AMWD that margins should begin to recover in the second half of their FY22 which should drive the stock higher from currently depressed levels,” he said.\nShares of American Woodmark are down 5.3% this month.\nSunrun and Sunnova- JPMorgan, Overweight ratings\n“Our top picks for 2H21 are residential installers Sunrun and Sunnova. Both companies have above-average inventory levels owing to 2019 safe-harbor activity and early-21 pre-buying, which we believe positions each company to meet 2H21 demand regardless of supply-chain or geopolitical disruption. While supply chain disruption lasting into 2022 or a sudden spike in interest rates present risks, we believe RUN and NOVA are relatively best positioned within our coverage near term.”\nNetEase- Morgan Stanley, Overweight rating\n“History hints at outperformance in the next 6 months. NetEase’s game launches/revenue growth have strongly correlated with stock price since 2015, suggesting potential outperformance in the next 6 months, driven by Harry Potter (3Q) and Diablo Immortal (4Q). Valuation looks attractive at 21x 2022 P/E (games 17-18x) vs. global peers 18-31x. The past game launch cycles have all driven strong stock price performance.”\nOneMain- Piper Sandler, Overweight rating\n“Top pick for remainder of year. Series of tailwinds developing. ... .In our view, OMF is the best positioned stock within our coverage over the next 6-12 months. The stock has underperformed the peer group due to the overhang of a large selling shareholder. We believe stock has the potential to experience a material re-rating once the overhang is lifted, especially if we see new directors on the board & a shift in capital allocation policies. In addition to these catalysts, we believe there is a meaningful strategic shift occurring within OMF that will fundamentally change the company’s growth trajectory over the next 3-5 years.”\nUber- Bank of America, Buy rating\n“A top catalyst stock in 2H. We see several important potential catalysts for Uber including potential IPOs in the sector that could change comps or asset values, competitive launches, end of US unemployment stimulus, or Federal/State legislation on driver employment. ... .A driver shortage in the US has led to less rides & courier availability. Enhanced unemployment benefits run out in September, which could act as a catalyst to improve supply & drive bookings.”\nAmerican Woodmark- Loop Capital, Buy rating\n“We’re upgrading FBHS & AMWD to BUYs after our cabinets survey showed sales growth remains robust into 2QCY21 & dealer traffic levels, which we view as a leading indicator, are as strong as we’ve seen in this survey. Despite concerns about tough comps & the recent pause in new residential construction, our survey gives us confidence that sentiment has gotten too negative & that sales should outpace expectations while commodity cost inflation appears to have peaked. ... .We view AMWD as Value Play. The shares have acted poorly of late, but from a stock picking perspective, we think there’s value here. ... .We have greater confidence for AMWD that margins should begin to recover in the second half of their FY22 which should drive the stock higher from currently depressed levels.","news_type":1,"symbols_score_info":{"AMWD":0.9,"NOVA":0.9,"NTES":0.9,"OMF":0.9,"RUN":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":3333,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}