Latest ideas and analyses related to Morgan Stanley

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BLK , BSIG , BEN , IVZ , TROW , VCTR , VRTS , WETF , SCHW , EQT , BX , WFC

+32 pts



Morgan Stanley see the rise of Alternative Asset Managers and fall of Traditional Asset Managers driven by demand for private market access (deep dive)

By ethonomics on June 10, 2021, 1:28 p.m.
Tagged topics: Wealth Management , deep dive , cryptocurrency , Morgan Stanley , ESG investors , alternative asset managers , UHNW , private market access

Views: 92, Votes: 2, Responses: 0, Attachments: 89
NFLX , FOXA , VIAC , DISCA

+31 pts



$NFLX - Morgan Stanley expects Netflix to achieve Investment Grade rating within a year

By mooreideas on June 9, 2021, 10:26 a.m.
Tagged topics: Morgan Stanley , debt analyst , investment grade , debt upgrade , WarnerMedia , improving cash flows

Views: 146, Votes: 1, Responses: 0, Attachments: 16
STX

+33 pts



$STX - Morgan Stanley sees 'material upside' to street estimates, and expects stock to move higher driven by increased cloud exposure

By ethonomics on June 9, 2021, 9:08 a.m.
Tagged topics: analyst raises estimates , analyst raises target , Morgan Stanley , cloud transition , upside to estimates

Views: 116, Votes: 2, Responses: 0, Attachments: 6
COUP

+5 pts





By rogoman on June 9, 2021, 3:32 a.m.
Tagged topics: earnings results , software , analyst lowers estimates , Morgan Stanley , analyst lowers target

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT

+1 pts





By b.picone96 on June 8, 2021, 4:04 p.m.
Tagged topics: valuations , margin expansion , deep dive , big tech , Morgan Stanley , bull vs bear , investor expectations

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GM , F , APTV , FSR , RACE , PII , TSLA , RIDE , TEN , BWA , VC

+30 pts



$GM, $F - Morgan Stanley says EV potential is great, but the drag from declining ICE business cannot be overlooked; bullish on GM, bearish on F

By cassie on June 8, 2021, 2:39 p.m.
Tagged topics: valuations , electric vehicles , Morgan Stanley , ICE vs BEV , winners vs losers

Views: 274, Votes: 1, Responses: 0, Attachments: 22
COUP

+34 pts



$COUP - Morgan Stanley (bull) trims target to $381 after disappointing organic growth and lowered gross margin estimates

By ethonomics on June 8, 2021, 12:54 p.m.
Tagged topics: earnings results , software , analyst lowers estimates , Morgan Stanley , analyst lowers target

Views: 101, Votes: 2, Responses: 1, Attachments: 8
MSFT

+35 pts



$MSFT - Morgan Stanley reiterates bullish rating despite investors concerns on durability of growth, margin expansion, and valuation (deep dive)

By mooreideas on June 7, 2021, 1:11 p.m.
Tagged topics: valuations , margin expansion , deep dive , big tech , Morgan Stanley , bull vs bear , investor expectations

Views: 136, Votes: 2, Responses: 1, Attachments: 55
AMZN , UBER , DASH

+31 pts



$AMZN - Morgan Stanley sees signs of broader Prime Now rollout (free 2-hour same-day delivery), competitive edge against $UBER and $DASH

By mooreideas on June 3, 2021, 11:29 a.m.
Tagged topics: eCommerce , Morgan Stanley , Prime Now , 2 hour same day delivery , on demand , logistics , setting expectations

Views: 97, Votes: 1, Responses: 0, Attachments: 13
DKNG

+31 pts



$DKNG - Morgan Stanley (bull) cuts target by $5 after analyzing Draftkings' compensation practices

By phenphen on June 2, 2021, 12:01 p.m.
Tagged topics: analyst lowers estimates , sports betting , online gambling , Morgan Stanley , analyst lowers target

Views: 106, Votes: 1, Responses: 0, Attachments: 21