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金融股有望强势来袭!大摩列出一份“增持”名单

Financial stocks are expected to rise strongly! Daiwa has listed a "shareholding" list.

Zhitong Finance ·  01:30

Morgan Stanley analysts have recently shown a strong favor towards financial stocks, and have listed a 'shareholding' rated stock list.

According to the Zhitong Finance APP, Morgan Stanley analysts have recently shown a strong favor towards financial stocks and have listed a 'shareholding' rated stock list. Due to the reduced risks during the financial reporting season, accelerated capital market activities, and attractive valuations and positions, the analysts at the bank raised the rating of financial stocks to 'shareholding' in early October. In addition, the bank infers that another reason for the outstanding performance of financial stocks is the strong upward revision of profit expectations. The recent presidential election results have led to expectations of relaxed regulations, which is driving the performance of this sector.

The financial selector sector ETF (XLF.US) has risen by 33.15% year-to-date, and by 5.53% in the past month. Similarly, the Vanguard Financial Index Fund (VFAIX) has risen by 32.58% year-to-date, and by 7.11% in the past month.

The following is the situation of financial stocks rated as 'shareholding' classified by industry by Morgan Stanley analysts:

Banking sector:

Bank of America (BAC.US)

Cadence Bank (CADE.US)

Citigroup (C.US)

East West Bancorp (EWBC.US)

Huntington Bancshares (HBAN.US)

M&T Bank Corp. (MTB.US)

Prosperity Bancshares (PB.US)

Regions Financial (RF.US)

US Bancorp (USB.US)

Wells Fargo & Co (WFC.US)

Financial services sector:

Ally Financial (ALLY.US)

Blackrock (BLK.US)

Blackstone (BX.US)

Equitable Holdings (EQH.US)

Evercore (EVR.US)

Fiserv (FI.US)

Global Payments (GPN.US)

Broadcom (AVGO.US) rose by 3.08%. The company's financial report implied a delay in expanding iPhone chip production.

LPL Financial Holdings (LPLA.US)

Mastercard (MA.US)

MSCI Inc. (MSCI.US)

Nasdaq Inc. (NDAQ.US)

S&P Global (SPGI.US)

Toast (TOST.US)

TPG Inc. (TPG.US)

Tradeweb Markets (TW.US)

Visa (V.US)

Insurance Sector:

Allstate (ALL.US)

Metlife (MET.US)

Progressive (PGR.US)

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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