1 00:00:02,520 --> 00:00:09,040 Speaker 1: Bloomberg Audio Studios podcasts, radio news, The. 2 00:00:08,880 --> 00:00:13,119 Speaker 2: Stock Movers podcast, your roundup of companies making moves in 3 00:00:13,200 --> 00:00:17,120 Speaker 2: the stock market, harnessing the power of Bloomberg data. 4 00:00:17,760 --> 00:00:19,040 Speaker 1: Let's take a look at some of the stocks on 5 00:00:19,079 --> 00:00:20,960 Speaker 1: the move. Alex deel Paul's meaning. We're joined now by 6 00:00:21,079 --> 00:00:23,319 Speaker 1: Bloomberg's needs a Sakova. Are you taking a look at 7 00:00:23,320 --> 00:00:24,200 Speaker 1: Boeing that staff up. 8 00:00:26,480 --> 00:00:28,560 Speaker 3: Yeah, it was a much bigger game in earlier trading, 9 00:00:28,600 --> 00:00:32,320 Speaker 3: but Boeing Clicker b A had a really strong start 10 00:00:32,360 --> 00:00:34,479 Speaker 3: of the day. Of course, markets are selling off now, 11 00:00:34,520 --> 00:00:37,559 Speaker 3: so that's definitely drugging. But it's coming on back of 12 00:00:37,640 --> 00:00:41,280 Speaker 3: an upgrade from Bank of America, which upgraded it to 13 00:00:41,479 --> 00:00:44,880 Speaker 3: buy and actually currently their target price is the highest 14 00:00:44,920 --> 00:00:45,400 Speaker 3: on the street. 15 00:00:45,440 --> 00:00:47,639 Speaker 1: We're talking about two hundred and sixty dollars price tack. 16 00:00:48,600 --> 00:00:52,800 Speaker 3: Bank of America Securities upgraded the stock and they actually 17 00:00:52,800 --> 00:00:56,959 Speaker 3: see it as a very interesting to benefiting from all 18 00:00:57,000 --> 00:01:00,480 Speaker 3: the trade war downly this rule that the company's aircraft 19 00:01:00,680 --> 00:01:02,520 Speaker 3: emerged as favored. 20 00:01:02,160 --> 00:01:04,160 Speaker 1: Trade two for Trap administration. 21 00:01:04,280 --> 00:01:07,600 Speaker 3: They mentioned a few examples, including the deal with Qatar 22 00:01:07,680 --> 00:01:11,280 Speaker 3: Airways and also China ending their ban on airlines taking 23 00:01:11,280 --> 00:01:15,240 Speaker 3: deliveries from Boeing, and clearly this is one winner emerging. 24 00:01:15,400 --> 00:01:20,759 Speaker 3: We had earlier this year Boeing winning this contract from 25 00:01:20,800 --> 00:01:25,280 Speaker 3: the government. There are also some fundamental reasons in the note. 26 00:01:25,319 --> 00:01:29,120 Speaker 3: They're quoting progress in stabilizing production and overall this is 27 00:01:29,160 --> 00:01:31,920 Speaker 3: boosting the stock. The stock is up twenty percent here today, 28 00:01:32,240 --> 00:01:34,720 Speaker 3: which as we remember last year was pretty rough, so 29 00:01:34,920 --> 00:01:35,600 Speaker 3: quite a revival. 30 00:01:35,720 --> 00:01:37,680 Speaker 4: That's all about deliveries of the seven thirty seven. That's 31 00:01:37,680 --> 00:01:40,559 Speaker 4: what George first told me, and that drives the cash flow. 32 00:01:40,560 --> 00:01:42,759 Speaker 4: So hopefully they can continue to ramp up production there. 33 00:01:43,360 --> 00:01:44,920 Speaker 4: How about more darn't yeah? 34 00:01:45,240 --> 00:01:49,320 Speaker 3: Another another move higher on vaccines. Obviously those stocks have 35 00:01:49,400 --> 00:01:53,800 Speaker 3: been very voratile. They had about five percent jump in 36 00:01:53,840 --> 00:01:55,760 Speaker 3: early and trading now we're seying about two percent. 37 00:01:56,520 --> 00:01:58,320 Speaker 1: This comes after the drug maker. 38 00:01:58,120 --> 00:02:01,680 Speaker 3: One a FDA approver for its second generation COVID vaccines, 39 00:02:01,960 --> 00:02:06,520 Speaker 3: so two groups adults over sixty five and anyone over 40 00:02:06,680 --> 00:02:09,400 Speaker 3: sixteen who has at least one risk factor. 41 00:02:09,280 --> 00:02:10,240 Speaker 1: For severe disease. 42 00:02:10,600 --> 00:02:14,080 Speaker 3: It's interesting that initially the reaction was very positive, and 43 00:02:14,160 --> 00:02:16,000 Speaker 3: we see that some of the analysts are weighing on 44 00:02:16,040 --> 00:02:18,840 Speaker 3: this that maybe it's not that big of an improvement. 45 00:02:18,919 --> 00:02:21,800 Speaker 3: Says that for example, William Blair says the approval is 46 00:02:21,960 --> 00:02:26,160 Speaker 3: incremental win for Moderna and obviously with Robert F. Kennedy 47 00:02:26,200 --> 00:02:29,560 Speaker 3: in the administration, there is a lot of obstacles for 48 00:02:29,800 --> 00:02:30,800 Speaker 3: vaccine makers. 49 00:02:31,080 --> 00:02:33,359 Speaker 1: And also they say does not see. 50 00:02:33,120 --> 00:02:36,760 Speaker 3: The approval of new vaccine as a massive booth to sales. 51 00:02:36,840 --> 00:02:39,760 Speaker 1: A massive books to sales, which obviously is important. 52 00:02:39,800 --> 00:02:43,160 Speaker 3: That said people were prepared for way worse developments for 53 00:02:43,240 --> 00:02:45,280 Speaker 3: vaccines and so far we're seeing some. 54 00:02:45,320 --> 00:02:46,239 Speaker 1: Positive lights there. 55 00:02:46,280 --> 00:02:48,639 Speaker 3: So we've seen a lot of jumps up and obviously 56 00:02:48,840 --> 00:02:50,840 Speaker 3: some retracements and volativity down as well. 57 00:02:52,080 --> 00:02:56,200 Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with 58 00:02:56,320 --> 00:02:59,400 Speaker 2: us throughout theday for the latest roundup of companies making 59 00:02:59,440 --> 00:03:03,440 Speaker 2: news on and for the latest market moving headlines. Listen 60 00:03:03,520 --> 00:03:07,720 Speaker 2: to Bloomberg Radio Live, catch us on YouTube, Bloomberg dot com, 61 00:03:07,720 --> 00:03:11,360 Speaker 2: and on Applecarplay and Android Auto with the Bloomberg Business app.