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Posts on MS
Latest ideas and analyses related to Morgan Stanley Common Stock
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
$BAC, $C, $GS, $MS, $JEF - Oppenheimer says reversal of COVID-related loan loss provisions that never materialized will likely lead to greater dividends or buybacks, recommends buying the banks
Latest ideas and analyses related to Morgan Stanley Common Stock
+36 pts
2Q22 Recap: Stronger top lines and NII trajectory, with more capital built
By ethonomics on July 25, 2022, 5:17 p.m.
Tagged topics: investment themes
Views: 18, Votes: 4, Responses: 0, Attachments: 1
+34 pts
Assessing a mild recession: All banks remain profitable, but downside if the market shifts to recessionary valuation frameworks P/TBV and P/PPNR
By ethonomics on July 6, 2022, 6:42 p.m.
Tagged topics: valuations , recession risk
Views: 26, Votes: 4, Responses: 0, Attachments: 1
+39 pts
Long term focus on recession and capital, but a potential positive near term earnings surprise
By ethonomics on July 6, 2022, 6:41 p.m.
Tagged topics: earnings preview
Views: 29, Votes: 6, Responses: 0, Attachments: 1
+33 pts
2022 CCAR: Interim SCBs broadly in line with expectations although dividend increases are a bright spot
By ethonomics on June 28, 2022, 4:42 p.m.
Tagged topics: dividend increases
Views: 9, Votes: 3, Responses: 0, Attachments: 1
+34 pts
Americas Banks: AOCI pressure on excess capital to continue in 2Q22, given rate back-up, and despite bank mitigation
By ethonomics on June 17, 2022, 2:54 p.m.
Tagged topics: rate hike
Views: 19, Votes: 3, Responses: 0, Attachments: 1
+41 pts
Americas Banks: Continued pressure on capital in 1Q22, but banks will optimize, and lower capital return already baked into expectations
By ethonomics on May 27, 2022, 3:51 p.m.
Tagged topics: return of capital
Views: 38, Votes: 4, Responses: 1, Attachments: 1
+49 pts
Hydrogen Stocks Will Produce the ‘Next Tesla’ in Its $11 Trillion Revolution
By potato on May 18, 2022, 6:41 a.m.
Tagged topics: hydrogen
Views: 52, Votes: 7, Responses: 1, Attachments: 0
+40 pts
Rates rising faster than expected, with offsets from capital markets and credit
By ethonomics on April 4, 2022, 2:57 p.m.
Tagged topics: earnings preview
Views: 42, Votes: 5, Responses: 0, Attachments: 1
+44 pts
Potential impacts of a 21st century stagflation scenario on banks
By ethonomics on April 1, 2022, 4:08 p.m.
Tagged topics: stagflation
Views: 53, Votes: 5, Responses: 1, Attachments: 1
+35 pts
$C the only US Bank with any material exposure to Russia
By ethonomics on Feb. 28, 2022, 4:51 p.m.
Tagged topics: Russia & Ukraine
Views: 39, Votes: 3, Responses: 0, Attachments: 1
+38 pts
Ubisoft on track to meet guidance and has high strategic value, yet trading at a discount
By realmomobags on Feb. 19, 2022, 11:22 a.m.
Tagged topics: gaming
Views: 50, Votes: 4, Responses: 2, Attachments: 1
+33 pts
$MS : Earning its premium valuation, and then some; raising estimates/TP now $124
By KHUN on Jan. 27, 2022, 6:56 a.m.
Tagged topics: valuations , analyst checks , analyst upgrade
Views: 21, Votes: 3, Responses: 0, Attachments: 1
+38 pts
Deutsche looks at how rising inflation impacts banks - modest pick up in inflation is good, but a surge would be bad
By ethonomics on May 20, 2021, 3:26 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality
Views: 185, Votes: 3, Responses: 1, Attachments: 3
+37 pts
Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years
By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth
Views: 173, Votes: 4, Responses: 0, Attachments: 41
+33 pts
$BAC, $C, $GS, $MS, $JEF - Oppenheimer says reversal of COVID-related loan loss provisions that never materialized will likely lead to greater dividends or buybacks, recommends buying the banks
By ethonomics on April 1, 2021, 2:54 p.m.
Tagged topics: valuations , dividend growth , buybacks , loan growth , return of capital , deep dive , SPACs , Oppenheimer , loan loss provisions , boomer stocks
Views: 219, Votes: 2, Responses: 0, Attachments: 59