Morgan Stanley Is Maintained at Neutral by UBS
Morgan Stanley Analyst Ratings
Express News | Morgan Stanley : UBS Raises Target Price to $112 From $102
Daiwa Adjusts Price Target on Morgan Stanley to $108 From $105, Maintains Neutral Rating
Daiwa: Maintains zoomlion 'In line with the market' rating with a target price of 5 Hong Kong dollars.
Morgan Stanley released a research report stating that the target price of Zoomlion (01157) has been raised from 3.9 Hong Kong dollars to 5 Hong Kong dollars, maintaining a 'synchronous with the broader market' rating. The report mentioned that the third-quarter sales of most mainland construction machinery companies met expectations, coupled with steady overseas profit growth and local losses narrowing, resulting in some improvements. However, caution is still maintained on mainland cyclical trends and ongoing destocking overseas in the fourth quarter, with differences in the operational aspects of individual companies. The bank stated a preference for jiangsu hengli hydraulic (601100.SH) and Zhejiang Dingli Machinery (603338.SH), with target prices of 63 RMB and 5 respectively.
Daiwa: Lowered the target price of hsbc holdings to HK$76.8. Prefer stanchart.
Morgan Stanley released a research report stating that the target price of HSBC Holdings (00005) has been lowered from HK$78.4 to HK$76.8, with a 'shareholding' rating. HSBC, Standard Chartered (02888), and Bank of China Hong Kong (02388) will announce their performance in October and November respectively. Key factors will include the outlook for the 2025 fiscal year's net interest margin (NIM) and Standard Chartered's future capital return plans. Morgan Stanley also mentioned a preference for international banks over local banks. Overall, Standard Chartered is currently Morgan Stanley's top choice. The bank stated that lower quarterly average HIBOR and soft loan growth will result in a net ...
DBS: Maintains a "shareholding" rating on Stanchart Group, with target price raised to 103.2 Hong Kong dollars.
Morgan Stanley released a research report stating that the target price of Standard Chartered (02888) has been raised by 3.2%, from 100 Hong Kong dollars to 103.2 Hong Kong dollars, maintaining a "shareholding" rating. The bank's fundamental assumptions for the company include income growth after 2024, moderate net interest margin pressure, good cost control, and healthy crediting quality. JPMorgan indicated an upward adjustment of Standard Chartered's earnings per share forecasts for 2024, 2025, and 2026 by 2.6%, 0.9%, and 1.5%, respectively. Three-year net interest income (NII) forecasts have been lowered, reflecting lower-than-expected loan growth in 2024 and other factors. Adjustment in the forecast for non-NII for the next three years.
Big Lenders Expected to Show Investment Banking Upswing -- Barrons.com
Daiwa: Maintains wuxi apptec's target price of 50 Hong Kong dollars and a "shareholding" rating.
Morgan Stanley released a research report stating that, according to media reports last Thursday, in view of potential restrictions under the US Biosafety Law, WuXi AppTec (02359) is exploring the sale of its overseas facilities. The report stated that WuXi AppTec has sold its Cell and Gene Therapy (CGT) Advanced Therapy Manufacturing Department (ATU) located in Philadelphia. Maintaining a target price of HK$50 for WuXi AppTec (02359) and a "shareholding" rating. The report indicates that the recent focus of the US Biosafety Law is on restricting access to more genetic information. Given the direct risk faced by WuXi AppTec's ATU under the Biosafety Law, and from 2024.
Daiwa: There is a 70-80% possibility that sitc and ooil stock prices will fall in the next 15 and 30 days.
Morgan Stanley's report stated that due to the recent rise in stock prices, the short-term valuation attractiveness has been greatly discounted, believing that the stock prices of Sitc (01308) and Ooil (00316) are likely to fall by 70-80% in the next 15 and 30 days. Morgan Stanley believes that the spot market will continue to normalize, bringing negative market sentiment. Compared to peers in container shipping industry, due to Sitc's potential profit performance, it maintains a "market perform" rating with a target price of HK$ 18.3, and also maintains an "underweight" rating for Ooil with a target price of HK$ 89.
Daiwa Securities: yuexiu property target price of 5.48 Hong Kong dollars, first coverage rating 'overweight'.
Morgan Stanley issued a report stating that the target price for yuexiu property (00123) is 5.48 Hong Kong dollars, based on a 35% discount to the net asset value at the end of 2024. Given its stronger growth momentum, the company valuation appears attractive. Recent catalysts include strong pre-sales in the fourth quarter due to recent policy relaxation by the People's Bank of China. Morgan Stanley is bullish on the company, citing higher sales, profitability, and dividend prospects compared to peers, benefiting from high-quality saleable resources and superior land reserves. The company's state-owned background, solid financial position, and strong capital pipeline lead Morgan Stanley to believe in its liquidity.
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Express News | Citigroup up 2.4%, JPMorgan Chase up 2.4%, Bank of America up 2.2%
Express News | Wells Fargo up 3.2%, Morgan Stanley Rises 3%, Goldman Sachs Gains 1.6%
Express News | Shares of U.S. Big Banks Advance
This Morgan Stanley Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
Jefferies Maintains Morgan Stanley(MS.US) With Buy Rating, Maintains Target Price $120
Daiwa: Downgraded Oriental Overseas to "shareholding" rating with a target price of 89 Hong Kong dollars.
Morgan Stanley published a technical research report indicating that the current expected shipping stocks can still be supported by the potential global trade recovery and the ongoing tension in the Red Sea, but caution should still be taken regarding the industry's supply and demand outlook. They have assigned a 'shareholding' rating to Orient Overseas (00316), with a target price of 89 Hong Kong dollars. Morgan Stanley predicts that there is about a 70% to 80% chance that Orient Overseas' stock price will fall in the next 30 days, highlighting that its recent price increase has reduced its short-term attractiveness in terms of valuation, while anticipating that the continued normalization of freight rates will bring certain pressure.