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$バンク オブ アメリカ(BAC.US)$. 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...
Following the news of China further relaxing some of its Covid restrictions, strategists at$モルガン スタンレー(MS.US)$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...
Eddy Wang, an analyst at$モルガン スタンレー(MS.US)$, 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...
$グラブ ホールディングス A(GRAB.US)$ 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...
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$MSCI(MSCI.US)$to raise the inclusion factor of the stocks to 30% from 20% at present, drawing an additional inflow of US$23 billion, it...
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 ...
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. $美団点評(03690.HK)$$モルガン・スタンレー保有銘柄(BK2635.US)$ ...
eitokun :
Concern when big investment firm like Morgan Stanley issue buy rating means they already bought and write reports to attract retail investors jump in. After enough jump in, they will start selling as share market is place someone earn when there are others buy.
Morgan Stanley has hired the former director of corporate finance at Alibaba to run its internet investment banking team for APAC. Henry Tsai returned to banking after re-joining Morgan Stanley last month. Tsai was most recently a director in corporate finance at Alibaba. During his previous stint at Morgan Stanley, he worked on transactions for Alibaba including its initial public offering in the US. $アリババ・グループ・ホールディング(BABA.US)$$阿里巴巴集団(09988.HK)$$モルガン スタンレー(MS.US)$$モルガン・スタンレー保有銘柄(BK2635.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...
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...
He also pointed out that this figure would mean a 20% - 25% increase in total m...
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.
That may spur index compiler $MSCI(MSCI.US)$ to raise the inclusion factor of the stocks to 30% from 20% at present, drawing an additional inflow of US$23 billion, it...
According to ...
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.
$美団点評(03690.HK)$ $モルガン・スタンレー保有銘柄(BK2635.US)$
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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.
$アリババ・グループ・ホールディング(BABA.US)$ $阿里巴巴集団(09988.HK)$ $モルガン スタンレー(MS.US)$ $モルガン・スタンレー保有銘柄(BK2635.US)$
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 $JPモルガン チェース(JPM.US)$, Morgan Stanley $モルガン・スタンレー保有銘柄(BK2635.US)$ $モルガン スタンレー(MS.US)$, Citibank $シティグループ(C.US)$, BNP Pari...
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