MSCI Aims To Strengthen Buy-Side Conditions, Boost Earnings In 2025
MSCI Aims To Strengthen Buy-Side Conditions, Boost Earnings In 2025
MSCI Inc (NYSE:MSCI) had reported a revenue beat amid strong third-quarter results.
MSCI Inc (紐交所:MSCI) 報告了營業收入超出預期，原因是第三季度業績強勁。
With buy-side purchasing conditions beginning to improve, there is likely to be a "reacceleration in overall organic revenue growth in 2025 and valuation upside in MSCI shares," according to Goldman Sachs.
根據高盛的說法，隨着買方採購條件開始改善，預計2025年整體有機營業收入增長將會"重新加速，MSCI股票的估值也會上漲。"
Analyst George Tong upgraded the rating for MSCI from Neutral to Buy, while raising the price target from $617 to $723.
分析師喬治·湯對MSCI的評級從中立上調至買入，同時將價格目標從617美元提高至723美元。
The MSCI Thesis: While global fund outflows from active managers stabilized exiting the third quarter, active equity funds in the US experienced inflows after the Presidential elections due to "policy-related rotations, Tong said in the upgrade note.
MSCI的觀點：雖然全球主動管理者的基金流出在第三季度結束時趨於穩定，但美國的主動股票基金在總統選舉後出現了流入，湯在升級說明中提到這是由於"政策相關的輪換。"
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The positive momentum in global new fund formation is likely to continue into 2025 "due to a broadening of stock returns beyond the large cap tech sector under a Trump administration," he added.
"由於特朗普政府下股票收益超出大盤科技板塊的廣度，全球新基金的積極勢頭可能會持續到2025年，"他補充道。
"We expect ESG organic revenue growth to reaccelerate in 2025, as well, driven by increased ESG visibility in the US post-election allowing fund managers to lean into strategies that will still see tailwinds in a Trump policy environment, and by regulatory tailwinds from SFDR (Sustainable Finance Disclosure Regulation) in the EU that has already prompted sizable ESG equity inflows," the analyst wrote.
"在這種買方條件增強的背景下，我們看到MSCI股票具有吸引人的上漲潛力，推動因素是2025/2026年每股收益增長超出市場共識預期，以及估值倍數的擴張，"他進一步寫道。
"Against this backdrop of strengthening buy-side conditions, we see attractive upside potential in MSCI shares driven by EPS growth in 2025/2026 that comes above consensus expectations and valuation multiple expansion," he further wrote.
"我們預計ESG有機營業收入在2025年也將重新加速，主要是由於選舉後美國ESG可見性的提高，使基金經理能夠採取策略，這些策略將在特朗普政策環境中仍將獲益，以及來自歐盟SFDR（可持續金融信息披露法規）的監管推動，已促使大規模的ESG股票流入，"分析師寫道。
Price Action: Shares of MSCI had risen by 0.63% to $615.38 at the time of publication on Wednesday.
價格走勢：截至週三發佈時，MSCI的股票上漲了0.63%，達到615.38美元。
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