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- FoundationConglomerates (Attractive)OW: Mitsubishi Heavy Industries, Mitsubishi ElectricEW: Fuji Electric, Hitachi, IHI, Kawasaki Heavy Industries General Machinery (Attractive)OW: Yamaha Motor
- FoundationOW: TDK, Hirose, Murata Manufacturing, Niterra, CMK, Hamamatsu Photonics; UW: Ibiden
- FoundationSteel: In-LineOW: Nippon Steel, Tokyo Steel EW: JFE, Kobe, Hanwa Nonferrous Metals & Mining: In-LineOW: Mitsui Mining & Smelting, UACJ EW: DOWA, Mitsubishi Materials, Nippon Light Metal UW: Sumitomo Metal Mining Trading Companies: In-LineOW: Itochu, Mitsui & Co. EW: Sojitz, Marubeni, Sumitomo Corp, Mitsubishi Corp Wire & Cable: AttractiveOW: Fujikura EW: Sumitomo Electric, Furukawa Electric
- FoundationTandem's growth and margins look poised to benefit from ongoing Mobi launch and expansion into pharmacy / Type 2 indication, but competitive pressures are mounting and could more than offset these factors. At current levels, we feel TNDM's valuation reflects a sensible balance of risk & reward.
- Tandem Diabetes Care Inc (TNDM.O)
- Target:45.00 from None
- Foundation面对行业去库存压力，珍酒李渡相比同行更有望保持需求。从长远来看，我们预计珍酒李渡将凭借多元化的品牌组合和执行良好的扩张计划获得更多市场份额。首次覆盖给予超配(OW)评级。
- ZJLD Group (6979.HK)
- Target:9.00 from None
- FoundationFactory Automation (Cautious) OW: Misumi, THK, FanucEW: SMC, Omron, HDS, Daifuku, NabtescoUW: Yaskawa, Keyence General Machinery (Attractive)OW: Komatsu, HCM, Kubota, Yamaha Motor, Hoshizaki, DMG Mori Seiki, Amasa, CKDEW: Shimano, Makita, Tadano, Isuzu, Okuma, Takeuchi Mfg., NSKUW: Daikin Industries
- Foundation新接触一个行业，或希望温故知新，了解某一议题的更多信息? 通过摩根士丹利研究部的亚洲暑期课程，我们的分析师为您一一讲解与各行业息息相关的关键主题和话题。
- FoundationBrightView is a leading commercial landscaping company undergoing a turnaround to accelerate growth and expand margins. However, the stock has already priced in a recovery, so we would look for a pull back in order to become more constructive. Initiate EW with a $16 PT.
- BrightView Holdings Inc. (BV.N)
- Target:16.00 from None
- FoundationWe update our real money positioning data to end of 2Q. Our database captures 280 funds / $1.3tn AuM across Global, International, & European active real money funds. UK equities, Europe's 'AI winners,' and Novo Nordisk stand out most in terms of rising LO positioning levels.
- FoundationWe stay overweight on Japanese equities – we see nominal reflation and corporate reform continuing, but trim our June 2025 TOPIX target to 3,000 (+14% from spot). The EM outlook remains tricky – we lower targets for China amid ongoing deflation; institutional risks lead us to downgrade Mexico.
- Foundation1) Focus on progress toward F3/25 earnings, 2) eyes on firms’ electricity demand and crude oil price outlooks, 3) focus on announcement of new efforts to improve ROE.
- FoundationEnd of weaker yen cycle may depress P/E multiples of domestic demand-oriented stocks. Investment theme remains polarization of consumption.
- Foundation
- FoundationNew to an industry, looking for a refresher or trying to learn more about a topic? With Morgan Stanley Research’s Asia Summer School, our analysts provide teach-ins on the biggest themes and debates influencing their industries.
- FoundationStock specific risk is rising creating a supportive environment for single name selection. We highlight North America Research's 20 "Top Picks", our analysts' highest conviction stock picks within their industries.
- FoundationKey takeawaysWe summarize policy views of names emphasized in the press as potential candidates for the LDP presidency. メディアでよく言及されている、自民党総裁選に出馬が予想される議員の政策理念を要約する。
- FoundationWe stay overweight on Japanese equities – we see nominal reflation and corporate reform continuing, but trim our June 2025 TOPIX target to 3,000 (+14% from spot). The EM outlook remains tricky – we lower targets for China amid ongoing deflation; institutional risks lead us to downgrade Mexico.
- FoundationAmid the excitement around AI, we must not lose sight of the cyclical nature of semiconductors and tech hardware. As we approach a cycle peak, we share our insights on navigating the transition.
- FoundationSchedule: Day 1 Day 2
TODAY'S EVENTS
Fri 23 Aug 24
Q2 2024 Alchip Technologies Ltd Earnings Release
Alchip Technologies Ltd (3661.TW)
Greater China Technology Semiconductors
Fri 23 Aug 24 - 27 Aug 24
Q2 2024 Tongdao Liepin Group Earnings Release
Tongdao Liepin Group (6100.HK)
China Internet and Other Services
Fri 23 Aug 24 - 27 Aug 24
Q2 2024 Yangtze Optical Fibre and Cable Joint Stock Ltd Co Earnings Release
Yangtze Optical Fibre and Cable JSC Ltd (601869.SS)
Greater China Technology Hardware
Fri 23 Aug 24 - 27 Aug 24
Q2 2024 Yangtze Optical Fibre and Cable Joint Stock Ltd Co Earnings Release
Yangtze Optical Fibre and Cable JSC Ltd (6869.HK)
Greater China Technology Hardware
Fri 23 Aug 24
Zhen Ding Technology Holding Ltd at Quantum International Corp Shenzhen Investor Tour
Zhen Ding (4958.TW)
Greater China Technology Hardware
Followed By Research
*Time Zone: GMT
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Huberty, Katy
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