COWN - コ―ウェン・グル―プ (Cowen Inc.)


   Universal Display Corporation Announces Participation at Upcoming Investor Conference  2020/05/11 20:05:00 Business Wire
EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation announces participation in the Cowen and Company Virtual 2020 Technology, Media & Telecom Conference on May 28, 2020.
   Excellence is key when providing outsourced services  2020/05/06 13:03:58 Hedgeweek
6th May 2020 - 2:03pm Excellence is key when providing outsourced services Submitted 06/05/2020 - 2:03pm Cowen Prime Services LLC (prime services division of Cowen Inc.) Contact Form Contact Company As more investors become comfortable outsourcing functions to third-party providers, the importance of excellence in this space is coming into sharper focus. In a part of the industry where services can risk becoming commoditised, providers are keen to demonstrate the high calibre solutions they offer. Outsourcing can alleviate a number of pressures off investment managers, however the service provided needs to be of the highest quality. Jack Seibald (pictured), Managing Director and Global Co-Head of Prime Brokerage & Outsourced Trading at Cowen, has closely observed the industry’s development. He comments: “The most important lesson the outsourcing industry has learned is that the solution offered absolutely, unequivocally needs to be of a calibre that will meet, and even exceed, the expectations of investment managers.
   Investors Can Celebrate 4/20 with a Cannabis ETF  2020/04/20 20:28:55 ETF Trends
Investors who are interested in the recent developments across the cannabis industry can consider a pure-play ETF solution for diversified exposure to this nascent global market. In the recent webcast, Cannabis: From Exile to Essential, Vivien Azer, Managing Director, Senior Analyst: Cannabis, Beverages, & Tobacco, Cowen & Co, pointed to a rising acceptance of cannabis […] The post Investors Can Celebrate 4/20 with a Cannabis ETF appeared first on ETF Trends .
   Trading operations being outsourced  2020/04/08 19:08:36 Hedgeweek
8th Apr 2020 - 8:08pm Trading operations being outsourced Submitted By Mark Kitchen | 08/04/2020 - 8:08pm Cowen Prime Services LLC (prime services division of Cowen Inc.) Contact Form Contact Company Cowen Outsourced Trading: Best Outsourced Trading Solution – As hedge fund managers continue to focus on reducing cost and fostering a greater emphasis on their core competency, the industry is seeing a move as existing funds explore outsourced solutions to either supplement their internal trading operations or at times completely replace them. Jack Seibald (pictured), Managing Director at Cowen, says the firm has experienced this trend directly, onboarding some notable current hedge funds with this service. “The dramatic changes taking place in the structure of the markets, particularly the equity markets, means far fewer issuers now trade publicly, compared to a decade ago. As more and more daily activity is driven by electronic and passive strategies, portfolio managers are increasingly questioning the value of building or operating internal trading desks, when they have the option of outsourcing that function to experienced teams with a global footprint,” he comments.
   Google’s ad revenue could drop for the first time ever because of the coronavirus  2020/04/01 01:09:36
The COVID-19 coronavirus outbreak is having a massive impact on the world economy, having recently been the impetus in the US alone for a $2 trillion stimulus package passed by Congress. Analysts are starting to think the virus is going to cause something to happen at Google that's never happened before -- a year-over-year decline in quarterly advertising revenue. Visit BGR’s homepage for more stories . The big tech giants have already started acknowledging how much of a bite the coronavirus pandemic is going to eat out of their revenue, with Facebook disclosing a massive hit and Twitter totally scrapping its previously offered financial estimate for the first quarter. And then there's Google, where analysts are starting to project that the impact of the deadly virus is going to do something that's never happened before at the search giant whose fortunes still rely so heavily on advertising. Indeed, some analysts think Google will show its first-ever decline in ad revenue when it reports results for the upcoming quarter. "We've cut our Google revenue and earnings numbers three times in the last three weeks, and we now think Google will face its first-ever year-over-year decline in ad revenue in the June quarter," RBC Capital analyst Mark Mahaney told Business Insider . "We have them down 5% year over year, for the first time ever." The temporary collapse of the travel and hospitality industries is believed to be a big part of the reason why.
   Inventiva : Cowen & Company Health Care Conference – Company presentation | MarketScreener  2020/03/02 17:01:15 MarketScreener
DISCLAIMER This document has been prepared by Inventiva solely for the purpose of this presentation. This presentation includes only summary information and does… | March 2, 2020
   CBD Use As A Supplement Is Higher Than First Believed, Great News For Companies - Stock Market Press  2020/03/02 14:08:30 Seeking Alpha
Research from Cowen & Co. finds incidence of CBD use as a supplement is almost 7% of the American population, significantly higher than the company would have thought. A survey of some 2,500 adults found that 6.9% said use CBD as a supplement — and that’s much higher than the percentage of those who have tried e-cigarettes. As a trend line, this is important news for CBD companies.
   Verizon stock gets an upgrade at Cowen due to compelling yield spread  2020/03/02 13:11:00 Yahoo Finance
Shares of Verizon Communications Inc. are up 0.9% in premarket trading Monday after Cowen & Co. analyst Colby Synesael upgraded the stock to outperform from market perform, writing that the shares are a strong defensive play. "The U.S.-centric utility-like (relatively acyclical) business provides insulation against the global concerns and potential moderating macro-economy," he wrote. "Though perhaps most compelling, the Verizon sell-off has driven the dividend yield spread to 339 bps vs. the 10-year note rate." Verizon's current dividend spread is "well above" its 227 basis-point average over the past five years and at a level not reached since June 2012. Synesael thinks the dividend looks safe and he's upbeat about the company's longer-term free-cash potential and balance sheet. Verizon's shares have lost 8.9% over the past month, as the Dow Jones Industrial Average has dropped 10.1%.
   Acceleron to Participate in Two Upcoming Healthcare Investor Conferences  2020/02/26 12:00:00 Business Wire
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Acceleron Pharma Inc. (Nasdaq:XLRN), a leading biopharmaceutical company in the discovery and development of TGF-beta superfamily therapeutics intended to treat serious and rare diseases, today announced that senior management will participate in two upcoming healthcare investor conferences. Conference Presentation Details: Event: Cowen & Co. 40th Annual Health Care Conference Date/Time: Monday, March 2, 2020 at 2:50 p.m. ET Location: Boston, MA Event: Bar
   Pandion Therapeutics to Present at Cowen & Co. 40th Annual Health Care Conference  2020/02/25 13:00:00 Business Wire
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Pandion Therapeutics to Present at Cowen & Co. 40th Annual Health Care Conference
   Cannabis Business And Failure: What Do We Do When Bankruptcy Is Not An Option?  2020/02/07 16:31:17 Benzinga Feeds
By The Fresh Toast 's Brendan Bures, provided exclusively to Benzinga Cannabis . Cannabis companies don’t have the same financial advantages of other companies, meaning success is the only option. As high as waves rise, they all eventually crash. The cannabis industry has learned that lesson the hard way, as many of marijuana’s biggest players have experienced significant downturns over the past several months. MedMen, one of the most recognizable marijuana brands, has shed over 40% of its corporate headcount , including co-founder and CEO Adam Bierman . Tilray laid off 10% of its staff this week and cannabis publication Leafly slashed 18% of its workforce “to more closely align our business operations with the market realities,” CEO Tim Leslie said. For Tilray, the layoff announcement was a “logical response given the current state of the industry,” Cowen & Co. analyst Vivien Azer said in a report sent to clients Tuesday. “Both Canadian and international LPs have built up infrastructure levels that exceed current market demand,” Azer added.
   AMD price target boosted to $60 at Cowen  2020/01/21 13:48:00 MarketWatch
Cowen & Co. analyst Matthew Ramsay boosted his price target on Advanced Micro Devices Inc. shares to $60 from $47 on Monday, with his new target ranking…
   Netflix is going to spend more than $17 billion on original content in 2020  2020/01/16 20:57:12
With Disney+ and Apple TV+ both having made their debuts, and Peacock, HBO Max, and others slated to launch in the coming months, you might be wondering whether or not Netflix will stay on top much longer. That said, it's hard to imagine anyone stealing Netflix's crown when the company spends $17.3 billion on original content. That's the eye-popping number that Wall Street firm BMO Capital Markets forecasts for Netflix in 2020. Although analysts are keeping a close eye on Netflix ahead of its Q4 results, Cowen & Co.'s John Blackledge said in a note on Thursday that he expects the company to have “a solid quarter,” while BMO’s Dan Salmon said in another note that "the ‘streaming wars’ narrative is false and there will be multiple winners in global streaming." BMO says that a majority of Netflix's 2020 budget will be allocated to original programming, such as the animated originals it will produce alongside Nickelodeon, the multiyear deal it made with Game of Thrones showrunners David Benioff and Dan Weiss, and the deals it has made with South Korean content makers which BMO believes will be “a stepping stone to scaling subs in one of [Asia’s] wealthiest and largest addressable markets.” As for comparisons to other major streamers, none come close to matching Netflix's budget.
   Canadian drinkers start switching to pot: Beer sales fall after introduction of legal marijuana  2020/01/08 13:58:51 Daily Mail Online
Cowen & Co analyst Vivien Azer said a three per cent fall in beer consumption appears to be related to Canada's legalisation of marijuana in October 2018.
   The Latest Odds of the T-Mobile–Sprint Merger Approval - Market Realist  2020/01/06 20:17:48 Market Realist
On January 6, Cowen & Co. analyst Colby Synesael increased his target price on T-Mobile stock to $96 from $87 and reaffirmed his “outperform” rating.