Morgan Stanley Holdings (BK2635) Stock Forum and Discussion

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1468.799
+14.826+1.02%

Close Jul 5 16:00 ET

1469.539High1453.998Low

Constituent Stocks: 100Top Rising: META+5.87%

Spinee

Dec 8, 2022 00:42

China reopening presents ‘great opportunity to buy’ Chinese stocks with valuation upside, Bank of America says

The markets might have already bounced back, but there is still “a great opportunity to buy” China stocks in the next few months, according to analysts at $Bank of America(BAC.US)$ .
China is in the process of reopening and doing away with its tough Covid-19 restrictions, but there are “still a lot of doubts about the path towards reopening and about economic recovery next year,” Winnie Wu...

Spinee

Dec 6, 2022 05:30

Morgan Stanley upgrades to overweight

Following the news of China further relaxing some of its Covid restrictions, strategists at $Morgan Stanley(MS.US)$raised its recommendation rating for Chinese equities to overweight.
Strategists led by Laura Wang said in a Sunday note that the upgrade marks the end of the firm's equal-weight stance on Chinese equities that it has held for 23 months since January 2021, or almost two years.
Morgan Stanley noted multiple factors that indicate a "meaningful po...

Spinee

Nov 9, 2022 07:54

Morgan Stanley's fund established a position in Alibaba and Meituan, increased its holdings in JD, decreased its holdings in Tencent, and took a heavy position in TSMC

Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio, a Morgan Stanley fund, invested in $Alibaba(BABA.US)$ and $Meituan ADR(MPNGY.US)$ Class B shares in the third quarter. They increased their holdings in $JD.com(JD.US)$ Class A shares and reduced their holdings in $Tencent(TCEHY.US)$ , $Samsung Electronics Co., Ltd.(SSNLF.US)$ , ...

Spinee

Oct 30, 2022 21:13

Morgan Stanley: Reaffirm the "wait-and-see" rating of Pinduoduo and the target price of $65

Eddy Wang, an analyst at $Morgan Stanley(MS.US)$ , believes that the revenue growth of the company's e-commerce order management system (OMS) in the third quarter may be the next stock price catalyst. It is estimated that Pinduoduo's revenue in the third quarter will grow by about 40% compared with the same period last year.
He also pointed out that this figure would mean a 20% - 25% increase in total m...

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Ooeui

Sep 7, 2022 22:45

Institutional Ownership:

$Grab Holdings(GRAB.US)$
Through their ownership of 45.00% of GRAB’s outstanding shares, institutional investors have minority control over the company. Other institutions hold 13.65% of GRAB, in contrast to 13.32% held by mutual funds.
As the largest shareholder in GRAB with 5.36% of the stake, Morgan Stanley Investment Managem holds 198,751,048 shares worth 198,751,048.
A second-largest stockholder of GRAB, Capital Research & Management Co, holds 153,941,766 shares...

Kuries

Aug 25, 2022 02:21

Goldman expects the shift to Hong Kong primary listings by a flurry of Chinese companies including Alibaba to attract US$30 billion

The joint effort by the mainland and Hong Kong securities regulators to cut the number of days unavailable for Stock Connect trading is another potential catalyst for Chinese stocks, Goldman said.
That may spur index compiler $MSCI Inc(MSCI.US)$ to raise the inclusion factor of the stocks to 30% from 20% at present, drawing an additional inflow of US$23 billion, it...

Feirre

Aug 16, 2022 04:04

Morgan Stanley updates the list of focus stocks in A- and H-shares, excluding Tencent and replacing it with JD

Morgan Stanley pointed out that the bank's Internet analysts are cautious about Tencent's diversified business, and they expect potential gross profit margin pressure in the short term. It is expected that Tencent will be limited in the number of new game launches and the decline in the playing time of minors in the second quarter. Local game revenue fell 3% year over year.
According to ...

Spinee

Jul 4, 2022 03:50

M Stanley Restates MEITUAN-W as Sector Top Pick; Core Biz Growth May Outpace Peers

Morgan Stanley kept the stock rating at Overweight with target price of $240.
Given the short-term catalysts from reopening, longer term potential from under-appreciated in-store and new initiative businesses, the broker was still sanguine on MEITUAN's long-term prospect.
Under the broker's bull case, the company's market value was forecast to whop US $350 billion (HK $450 per share) over the next three years.
$MEITUAN-W(03690.HK)$ $Morgan Stanley Holdings(LIST2635.US)$
...

Kuries

Jul 1, 2022 02:03

Morgan Stanley has hired the former director of corporate finance at Alibaba

Morgan Stanley has hired the former director of corporate finance at Alibaba to run its internet investment banking team for APAC. Henry Tsai returned to banking after re-joining Morgan Stanley last month.
Tsai was most recently a director in corporate finance at Alibaba. During his previous stint at Morgan Stanley, he worked on transactions for Alibaba including its initial public offering in the US.
$Alibaba(BABA.US)$ $BABA-SW(09988.HK)$ $Morgan Stanley(MS.US)$ $Morgan Stanley Holdings(LIST2635.US)$

Hotbuns

Jun 19, 2022 22:35

Behind the 5-day rise of New Oriental online: a number of large banks staged a "victory flight", but Goldman Sachs bought more and more as it rose

$EAST BUY(01797.HK)$ $New Oriental(EDU.US)$
According to the statistics of Choice, from June 9 to June 17, that is, during this round of sharp rise in the company's share price, a number of large banks, including JPMorgan Chase $JPMorgan(JPM.US)$, Morgan Stanley $Morgan Stanley Holdings(LIST2635.US)$ $Morgan Stanley(MS.US)$, Citibank $Citigroup(C.US)$, BNP Pari...

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