AMAZON

[alingtonsky]

AMZN sbaraglia i ribassisti. DB alza il prezzo obbiettivo a $65 e conferma il consiglio "Buy" su Amazon

Amazon Shares Crushing the Shorts After Q4 Results

January 30th, 2009
...

This is now the fourth stock this quarter where shorts picked a fight where there was no reason to do so. It happened with IBM , Apple (AAPL), Google (GOOG) and now Amazon. If you are an active trader, you have to avoid betting against the stocks that the market desperately needs a good number from. You can see by today’s spike that many short traders got their hands burned again. The company does have overhead resistance in the $62-66 area.

http://www.dividend.com/blog/?p=5461

Jan. 30, 2009
....
Amazon's 4Q results were better than street estimates and Amazon is one of the few large-cap companies delivering strong top-line growth, which will likely help maintain a premium multiple (scarcity value for growth investors)," wrote Justin Post of Merrill Lynch in a note to clients on Friday.

Jeetil Patel of Deutsche Bank raised his price target on the stock to $65 from $57, noting that "while the economic environment is terrible, Amazon's business model and strategy continues to outperform its retail AND Internet brethren."
...

http://www.marketwatch.com/news/sto...x?guid={15ED79E7-682C-43A3-BB5F-457E64EE7AC1}

Obbiettivo $70 per AMZN secondo Barclays Capital



Amazon inc "overweight," target price raised

1:55p.m. - Barclays Capital

NEW YORK, January 30 - Analysts at Barclays Capital reiterate their "overweight" rating on Amazon inc (AMZN ) . The target price has been raised from $54 to $70.

http://www.newratings.com/en/main/c...&isin=US0231351067&id=1867788&option=headline

 

[alingtonsky]

6:53 AM PT on February 6, 2009

Kindle fans like to describe Amazon’s e-book reader as the “iPod of the Book World.” The counter-argument is that such a thing already exists, and that Apple already makes it: the iPhone, which offers plenty of apps that let you download and read books on the go.
Now the line between the two devices is about to get blurrier: Amazon (AMZN), which is set to introduce a new version of the Kindle on Monday, is also preparing to sell books that will work on other, unnamed mobile phones.
“We are excited to make Kindle books available on a range of mobile phones. We are working on that now,” an Amazon spokesman told the New York Times, while offering zero other details.
I’ve asked for more clarification, but I’m not hopeful–it’s difficult to get Amazon to acknowledge that the sun sets in the West. The big question is whether Amazon intends to sell titles that can be read on Apple’s (AAPL) handsets.
On the one hand, it would be a natural fit: There’s a much larger base of iPhone users than Kindle owners, and Amazon already makes a helpful iPhone App. On the other, Amazon and Apple are increasingly going head-to-head in the digital content business: The two companies now have rival online music and TV/movie stores, so it would be surprising to see them collaborating over books.
And just to get this part out of the way: I know that reading a book on a cellphone–even one with a very nice screen–is a different experience than reading on a Kindle, which boasts an e-Ink screen that’s designed to be read in different light levels while using very little battery power. But there’s no reason Amazon customers shouldn’t have a choice about the way they read their books on the go.
...

http://mediamemo.allthingsd.com/20090206/amazons-new-e-books-no-kindle-required/?

 

[alingtonsky]

February 3, 2009 12:05 PM

Back in October, Amazon (AMZN) made its push into the world of casual gaming with the acquisition of Reflexive Entertainment. Now, in a turnaround of a little over two months, Amazon today launced its casual games store, offering games for download for about $10 or less.


http://www.alleyinsider.com/2009/2/amazon-launches-its-casual-games-store-amzn

1 febbraio 2009
....
Stephen Ju, RBC Capital: Target to $72, from $70. “Our positive stance remains unchanged as we believe Amazon will emerge from this cyclical downturn in a stronger position, as it wins new customers and further entrenches itself with existing ones.”

Imran Khan, J.P. Morgan:Target to $74, from $65. “While we continue to expect the macro environment to hurt near-term pricing and thus gross margin, we think that, longer term, Amazon has room to significantly expand margins as non-physical sales become a larger piece of the pie."
...
http://seekingalpha.com/article/117778-amazon-is-gobbling-up-market-share

 

[alingtonsky]

Segnali tecnici da questo sito web

http://www.americanbulls.com/StockPage.asp?CompanyTicker=AMZN&MarketTicker=NASD&TYP=S

 

[alingtonsky]

Wednesday, March 11, 2009

After the big day on Tuesday, the most important thing technically that could happen today was that we didn't give back too much of yesterday's gains. It didn't matter whether there was strong follow-through as long as there was some underlying support.

We did have a little selling in the closing minutes, but overall it was a pretty good day for the bulls. Breadth was on the plus side with financials and technology leading. Oils saw pressure and gold bounced, which are negatives, but it was fairly contained.

Driving this move are the big-caps: GS, AMZN, POT and AAPL. My biggest worry about the market at this point is that we really don't have any leadership sectors. We see some action in big-cap technology and banks, but it is short-term money and not the sort of leadership that is likely to be sustained and take the broader market with it. I'd really like to see technology stocks or some other group step up and keep moving steadily, but it is still very early in the game for that to occur.

We had a good start to a decent bear market rally on Tuesday. Today didn't change things, but we have a lot of overhead resistance and bad news to overcome. The bulls have a slight advantage now, but they still have to prove they have some juice and can sustain some upside. It is going to take a lot of effort and the news flow is likely to remain challenging.

http://stocksandthings.blogspot.com/

 

[alingtonsky]

March 23, 2009 | 12:26:12 PM
Amazon Prepares to sell HD TV Shows on Demand

The move increases the competition for Apple's iTunes as Amazon's online video on demand service ramps up. Amazon might even offer a season's pass to HD TV shows that could cost about $53, a move that might bring more House and Law & Order junkies to its service.
Amazon has been testing its HD video on demand service for TiVo users for the last few weeks, says Dave Zatz. And so far reports suggest the video quality is "outstanding" with surround sound ability. Amazon could also offer the HD shows through Roku's streaming media box

There's no official word yet on when Amazon's latest HD service will go live but it won't be long before Amazon unveils its latest threat to iTunes.

http://blog.wired.com/gadgets/2009/03/amazon-prepares.html

09.03.2009
Piper Jaffray ha alzato il suo rating su Amazon (US0231351067) da "Neutral" a "Buy" ed il target sul prezzo da $55 a $81. Da un'indagine effettuata effettuata dal broker la scorsa settimana sarebbe emerso che chi acquista online continua ad essere molto soddisfatto dei servizi offerti da Amazon. Piper Jaffray crede che grazie alla sua elevata esperienza nell'interazione con gli utenti Amazon potrà guadagnare delle ulteriori quote di mercato. Piper Jaffray è inoltre molto ottimista sulle prospettive di Kindle, il lettore elettronico di Amazon.

http://www.borsainside.com/mercati_usa/marzo_2009/20090309_amzn_piper.shtm

 

[alingtonsky]

28.03.2009

Amazon.com (AMZN) is the world's best retailer, writes Barron's Mark Veverka, and it's winning over both customers and shareholders.

The benefits of Amazon's business model are even more apparent when times are tough. Its operations are cheaper to run than those of traditional retailers, allowing the company to pass on significant savings to customers. Products are shipped directly from warehouses to customers' houses, bypassing the time and expense of first shipping merchandise to thousands of individual stores. The absence of stores also means the company has fewer layers of expense for real estate, employees, inventory and utilities. Amazon's ability to carry customer payments on the balance sheet for up to 26 days before it has to pay suppliers can help lower pricing and gives Amazon room to grab more market share.
Despite spending-wary consumers, Amazon had a strong Christmas season and free cash flow rose 16% in 2008. It carries more product categories than ever before, both through its own operations and through third-party retailers on the site, and offers more brands per category. Amazon has become the first stop of cybershoppers and with less than 10% of all retail sales done online, there's plenty of upside for growth. Customers also like its low-cost shipping and its 'Prime Program' which offers free two-day shipping on most items for $79 a year.
Amazon is growing overseas too. It ships in six foreign countries, including Japan, China and Germany. In Q4, international sales of $3.07B made up 46% of total revenue.
Ever pragmatic in finding ways to leverage its operations by running parts of other companies' businesses, Amazon is now pushing into cloud computing, allowing third parties to outsource their IT and data-sourcing operations through Amazon. Having spent over $2B on its systems in the last decade, Amazon offers several services, including Amazon Simple DB (databases), Amazon Elastic Compute Cloud (computing capacity) and Amazon Simple Storage (data storage). The market for cloud computing is projected to reach $150B in 2013.
Aside from Amazon's strong e-tailer business model, the company now has e-book reader Kindle as well. It recently released a new version of the Kindle which has been selling well. Analysts estimate the company has sold 350,000 of the devices so far, and at $359 it generates not just revenue but book sales as well. ....

http://seekingalpha.com/article/128283-amazon-king-of-the-retailers-barron-s

 

[alingtonsky]

23.04.2009 h. 23.55​

Amazon (US0231351067) ha pubblicato dopo la chiusura delle contrattazioni al Nasdaq una trimestrale al di sopra delle attese del mercato. Nel primo trimestre di quest'anno il colosso del commercio elettronico ha aumentato i suoi ricavi del 18% a $4,89 miliardi ed il suo utile netto del 24% a $177 milioni pari a $0,41 per azione. Gli analisti avevano atteso in media ricavi di $4,76 miliardi ed un utile per azione di soli $0,31.

L'impresa di Jeff Bezos non sembra star sentendo la crisi, anzi. Le vendite di Amazon sono cresciute lo scorso trimestre negli USA del 21% a $2,6 miliardi e a livello internazionale del 15% (del 28% a parità di tassi di cambio) a $2,31 miliardi. Amazon ha allargato con successo durante gli scorsi anni sempre più l'offerta di prodotti sul suo portale. Soprattutto le vendite di prodotti di elettronica hanno registrato nei primi tre mesi di quest'anno una solida crescita. Amazon ha beneficiato inoltre della forte domanda per Kindle, il suo lettore elettronico. Secondo Bezos le vendite del Kindle avrebbero superato le più ottimistiche previsioni.
...
dal sito borsainside:

http://www.borsainside.com/mercati_usa/aprile_2009/20090423_amzn_conti.shtm


http://www.thenewstribune.com/business/story/719634.html?source=rss

 

[alingtonsky]

MarketWatch
Last update: 1:11 p.m. EDT April 24, 2009
....
"With 30% unit growth and 25% operating profit growth, the company has the highest growth in the Internet sector," Jeetil Patel of Deutsche Bank wrote in a note to clients Friday, in which he also boosted his price target on the stock to $95 from $65.
Patel added that Amazon "is benefiting from the malaise in the traditional and online retailing industries" through lower product sourcing costs and increased product selection through its strong third-party merchant business.
Third-party merchants are those who sell their goods through Amazon's site. The items are often listed next to identical items sold by Amazon itself, though the company picks up fees for the listings as well as additional revenue from merchants who use the company's Fulfillment by Amazon service to distribute their goods.
Imran Khan of J.P. Morgan said third-party sellers likely contributed to the stronger-than-expected profit margins for the period.
"We believe the company's ability to post high contribution margins in a tough environment demonstrates there is room for leverage in the model," Khan wrote in a note to clients Friday.
..........
http://www.marketwatch.com/news/sto...5D6ED-53C6-4729-BE76-F202E653D51B}&dist=msr_1

 

[alingtonsky]

Oct 20th 2009 11:40AM

Oppenheimer assumed coverage of Amazon.com (NASDAQ: AMZN) and upgraded shares to Outperform from Perform. The firm expects Amazon's revenue growth to re-accelerate over the next several quarters, making consensus estimates too conservative. Opco set a $130 price target on the stock.

Analyst upgrades, downgrades and initiations: AMZN, BA, BAC, F, LUV, LYG T, WEN ... - BloggingStocks

Oppenheimer aveva previsto che le stime del consensus erano troppo basse. Prossimamente altri potrebbero alzare il target per AMZN avvicinandolo a $130