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  3. reports before the open tomorrow, Estimize Consensus +0.04 EPS and +6.68M Revs compared to WS -

  4. prije 7 sati

    Notable companies reporting before tomorrow's open

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  6. 4. velj

    Stocks: Diverse +2.8%, +3.2%. Apparel/Accessories +3.1%. Pharma +2.1%. Marketing/Loyalty svc +2.7%. Airline +4%. Travel +2.4%. Healthcre +2.8%. Alcohol +2.4%. Machinery +3.2%. Beauty +2.6%. Financial svc +2.1%.

  7. 4. velj
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  9. 3. velj

    option volume was 3X normal on Friday with 4,532 contracts. Call volume was 74% and put volume was 26%.

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  11. 2. velj

    2020-01-31 Short sale volume (not short interest) for is 77%. 49% 31% 46%

  12. 30. sij

    Shiseido and L'oreal should take a page out of Estee's book and leverage the BS.

  13. In the retail sector has one of the highest levels of revenue exposure to China. What does the outbreak mean for in the long term? 's Rupesh Parikh drill down on the stock impact with on .

  14. 27. sij

    Estee Lauder's higher margin travel-retail segment will be under pressure as travel becomes more restricted because of the outbreak of the coronavirus.

  15. 27. sij

    These U.S. stocks have the most exposure to China’s consumer market getting hit by coronavirus fears. - , generate 17% revenue from China each year - Apparel retailers also exposed - Hotels MORE:

  16. 27. sij
  17. 27. sij

    Good Morning! Markets down 1.5% on Fear of Coronavirus spreading. Market Flashed warning signs last week. FED on Wed, huge earnings week for tech d/g Perform @ Oppenheimer

  18. 25. sij

    Piper Sandler - Travel Retail (we est. the Chinese traveler alone is ~4-5% of global sales) is an incredibly high profit margin for . Interestingly, looking back at its Investor Day last year, EL called out Wuhan Plaza as the largest brand counter in the world of EL brand.

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  19. 25. sij

    Piper Sandler - Coronavirus Thoughts: In our coverage, is where we see the most potential risk as China is 17% of sales of EL’s (includes the Chinese travel retail consumer) but the Chinese consumer represented 63% of the company’s incremental dollar growth in FY19.

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  20. 25. sij

    Day 11 of &

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