Amazon Inc

Tech

Even tech giants can't escape the slowdown

The question for investors is how much of the slowdown is already reflected in stock prices.

Broker's Calls

FAANGM sector trading at ‘attractive valuations’ despite selloff: PhillipCap

Despite a selloff that saw the FAANGM grouping drop more than the NASDAQ and S&P500, PhillipCapital still remains positive on it.

Broker's Calls

PhillipCap maintains ‘overweight’ call despite regulatory risks for FAANGM increasing

PhillipCapital is optimistic on all the FAANGM stocks, giving "buy" ratings to almost all of them.
Amazon gets first 'sell' rating since 2020 - THE EDGE SINGAPORE

Broker's Calls

Amazon gets first 'sell' rating since 2020

Slowinski doesn’t any real catalyst in the near-term. He sees Alphabet as an emerging e-commerce play instead.
Amazon and CrowdStrike gain from secular growth in cloud migration - THE EDGE SINGAPORE

Tong's Portfolio

Amazon and CrowdStrike gain from secular growth in cloud migration

That said, monetary policies remain very accommodative and liquidity is ample from a long-term historical point of view.
PhillipCapital keeps 'buy' on Amazon with a lower TP of US$4,079 as its FY2021 results stood in line with expectations - THE EDGE SINGAPORE

Broker's Calls

PhillipCapital keeps 'buy' on Amazon with a lower TP of US$4,079 as its FY2021 results stood in line with expectations

PhillipCapital has also cut its revenue estimates on Amazon for the FY2022 by 3%.

Broker's Calls

PhillipCapital recommends investors “overweight” portfolio to FAANGM companies

Despite returning less than the S&P 500, PhillipCapital has recommended an ‘overweight’ rating for FAANGM companies.
Higher labour and fulfilment costs may dampen Amazon's growth in 4Q21: PhillipCapital  - THE EDGE SINGAPORE

Broker's Calls

Higher labour and fulfilment costs may dampen Amazon's growth in 4Q21: PhillipCapital

The higher cost may linger into the following quarters as the US labour shortage may persist and higher wages became permanent.

Tech

Big Tech’s valuations are cheapest in three years after slump

The megacap tech stocks may get cheaper still.
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