Wall Street analysts expect Morgan Stanley (MS) to post quarterly earnings of $1.57 per share in its upcoming report, which indicates a year-over-year increase of 13.8%. Revenues are expected to be $14.27 billion, up 7.5% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earning ...

Morgan Stanley (MS) ended the recent trading session at $104.57, demonstrating a +0.05% swing from the preceding day's closing price. This change outpaced the S&P 500's 0.17% loss on the day. Elsewhere, the Dow lost 0.44%, while the tech-heavy Nasdaq lost 0.04%. Heading into today, shares of the investment bank had gained 4.36% over the past month, outpacing the Finance sector's loss of 0.26% and the S&P 500's gain of 1.25% in that time. Market participants will be closely following the financial results of ...

文章核心观点 - 欧洲央行(ECB)将在10月17日的政策会议上几乎肯定会降息25个基点[1][2][3] - 这一决定是由于商业调查结果大幅恶化、通胀数据连续3年首次跌破2%目标、美联储转向更宽松的立场等因素推动的[1] - ECB决策者此前更倾向于等待季度经济预测数据,但这次似乎愿意仅凭单一的消费价格报告、一系列信心指数和零散的工资证据就做出决定[2] 根据相关目录分别进行总结 经济数据 - 欧元区通胀率仅为1.8%,远低于2%的目标[3] - 经济增长乏力,内部通胀尤其是服务业通胀持续,与经济疲软形成矛盾[2] 政策预期 - ECB此前认为10月降息的可能性不大,但现在形势已经发生了巨大变化[1] - 市场对本月降息的预期非常强烈,达到90%的概率[1] - 此前预测12月降息的经济学家已经修改了预测,如摩根士丹利和巴克莱银行[1] - ECB决策者此前更倾向于等待季度经济预测数据,但这次似乎愿意仅凭单一的消费价格报告、一系列信心指数和零散的工资证据就做出决定[2]

Morgan Stanley (MS) closed at $104.12 in the latest trading session, marking a -0.46% move from the prior day. This move lagged the S&P 500's daily loss of 0.13%. On the other hand, the Dow registered a gain of 0.33%, and the technology-centric Nasdaq decreased by 0.39%.Shares of the investment bank have appreciated by 1.95% over the course of the past month, outperforming the Finance sector's gain of 1.5% and lagging the S&P 500's gain of 2.43%.The investment community will be paying close attention to the ...

The most recent trading session ended with Morgan Stanley (MS) standing at $102.47, reflecting no shift from the previouse trading day's closing. The stock fell short of the S&P 500, which registered a gain of 0.28% for the day. Elsewhere, the Dow gained 0.15%, while the tech-heavy Nasdaq added 0.15%.Shares of the investment bank have appreciated by 0.57% over the course of the past month, underperforming the Finance sector's gain of 3.08% and the S&P 500's gain of 2%.The upcoming earnings release of Morgan ...

文章核心观点 - 公司最近一个交易日收盘价为99.84美元,较前一交易日下跌0.25%,低于标普500指数0.03%的涨幅[1] - 公司过去一个月股价下跌1.63%,低于金融板块2.72%和标普500指数1.54%的涨幅[1] - 公司预计将于2024年10月17日公布季度财报,预计每股收益为1.65美元,同比增长19.57%,营收为143.8亿美元,同比增长8.3%[1] 根据相关目录分别进行总结 全年财务预测 - 全年每股收益预计为7.03美元,同比增长28.75% - 全年营收预计为588.8亿美元,同比增长8.74%[2] 分析师预测变化 - 分析师对公司的预测有所上调,反映了对公司业务和盈利能力的乐观[2] - 这些预测变化与短期股价走势直接相关,可利用Zacks评级系统进行投资[2] 估值分析 - 公司当前市盈率为14.23,低于行业平均16.57[3] - 公司PEG比率为1.03,低于行业平均1.15,表明估值相对较低[3] 行业地位 - 公司所属金融-投资银行行业目前在250多个行业中排名第79位,位于前32%[4] - 研究显示,排名前50%的行业相比后50%的行业表现要好2倍[4]

Micron is supposed to turn profitable again this year. But will it be profitable enough?Micron Technology (MU -4.62%) stock fell 3.9% through 10:30 a.m. ET Monday morning after investment bank Morgan Stanley dramatically slashed its price target on the computer memory maker.Up until today, Morgan Stanley had been saying Micron stock was worth $140 a share. Now, the banker believes Micron may be worth as little as $100.What Morgan Stanley said about MicronWhat changed? In today's note, Morgan Stanley analyst ...

文章核心观点 - 摩根士丹利(MS)股价在盘前交易中下跌1.8%,因为高盛将其评级从"买入"下调至"中性",并将目标价从122美元下调至105美元 [1] - 分析师预计投资银行业务周期将发生转变,其他大型银行将从中获益 [1] - 多数券商对MS持谨慎态度,14家给予"持有"或更差评级,8家仍推荐"强烈买入",平均目标价较最近收盘价溢价8% [1] - 短期期权交易者对MS持非常看空态度,其Schaeffer's put/call open interest ratio处于过去一年的92%区间 [1] 公司相关 - MS股价有望在95美元附近开盘,可能会在140日均线下方开始整理 [2] - 若盘前跌幅持续,将进一步侵蚀其今年迄今3.6%的涨幅 [2] - MS的Schaeffer's Volatility Scorecard处于85/100的较高水平,表明其过去一年波动性超出期权交易者预期,对期权买家有利 [2]

Morgan Stanley (MS) closed at $96.62 in the latest trading session, marking a -1.59% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 0.45% for the day. On the other hand, the Dow registered a loss of 0.23%, and the technology-centric Nasdaq increased by 0.84%.Shares of the investment bank have appreciated by 3.52% over the course of the past month, underperforming the Finance sector's gain of 4.51% and outperforming the S&P 500's gain of 2.54%.The investment communit ...

会议主要讨论的核心内容 - 公司在过去9个月的发展情况,包括CEO换届、管理层变动以及公司战略和文化的延续性 [4][5][6] - 公司作为一家专注于提供金融建议的领先机构的定位和优势 [6][8][13] - 公司在不同业务线如投资银行、市场交易、财富管理和资产管理方面的发展情况和前景 [17][25][28][31][39][49] - 公司在整合不同业务线以为客户提供更加协同的服务方面的举措 [8][9][10][11][12] - 公司在控制成本、提高效率方面的举措 [53][54] - 公司在资本配置和监管环境变化方面的应对 [57][58] 问答环节重要的提问和回答 - 分析师对当前市场环境和客户情绪的提问,公司表示客户普遍持谨慎乐观态度,对经济前景和利率走势保持关注 [15][16] - 分析师对投资银行业务前景的提问,公司表示IPO和并购市场仍低于趋势线,但预计2025年和2026年将出现反弹 [18][19][20][23] - 分析师对市场交易业务前景的提问,公司表示看好政府债券、股票化和资产管理主导的信贷业务等领域的增长机会 [28][29][30][31][32][33][34][35][36] - 分析师对财富管理业务的提问,公司表示这是公司未来最大的增长机会之一,得益于公司在企业客户中的独特渠道优势和全面的服务能力 [39][40][41][42][43][46][47] - 分析师对监管环境变化的提问,公司表示将继续保持稳健的资本管理策略,同时积极应对监管变化 [57][58] - 分析师对公司未来并购计划的提问,公司表示目前的重点是发挥已有并购交易的协同效应,而不是寻求新的大规模并购 [59][60][61]