Wow_老虎社区_美港股上老虎

2021-06-23

Wow

These ‘quality’ global stocks look cheap, says Morgan Stanley

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":121061123,"tweetId":"121061123","gmtCreate":1624445006462,"gmtModify":1634006076783,"author":{"id":3559287566171736,"idStr":"3559287566171736","authorId":3559287566171736,"authorIdStr":"3559287566171736","name":"summerdrops","avatar":"https://static.tigerbbs.com/a0a0e88e38acc7ff30bfe1230fdfef4a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Wow</p></body></html>","htmlText":"<html><head></head><body><p>Wow</p></body></html>","text":"Wow","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/121061123","repostId":1120218733,"repostType":4,"repost":{"id":"1120218733","kind":"news","pubTimestamp":1624430778,"share":"https://www.laohu8.com/m/news/1120218733?lang=&edition=full","pubTime":"2021-06-23 14:46","market":"us","language":"en","title":"These ‘quality’ global stocks look cheap, says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=1120218733","media":"cnbc","summary":"Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “q","content":"<div>\n<p>Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These ‘quality’ global stocks look cheap, says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese ‘quality’ global stocks look cheap, says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSP":"E.W. Scripps Co Cl A","SDXAY":"Sodexo","0J3F.UK":"索迪斯"},"source_url":"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1120218733","content_text":"Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on the travel and leisure sector, the bank said Monday that many stocks have the economic recovery priced into their valuations. Cyclical stocks are those whose performance tends to be in line with the economy.\nBut the analysts said several picks “stand out from our screens as looking cheap.”\nThree of Morgan Stanley’s recommendations have a potential upside of at least 20% to the bank’s share price target in a best-case scenario.\nThe analysts’ 6 stock picks are:\nFrench catering and services companySodexohas a potential upside of 23%, according to Morgan Stanley, which called it a “quality operator.” It described airport foodservice firmSSPin the same way, and said the stock has a 7% potential upside. SSP stock is up 16% since the start of the year, according to the bank.\nTwo of the bank’s picks have a potential upside of 29%: British pub companyMitchells and Butlers(M&B) and gambling firmFlutter, which operates brands including PokerStars and Betfair. It picked M&B as one of the “most attractive” stocks for free cashflow yield, noting its stock price has risen 32% since the start of the year.\nBritish hotel and restaurant operatorWhitbreadis also a pick for the bank, which estimated its upside potential at 10%, and it also chose gambling operatorEvolution, with a potential upside of 21%.\n“With investors continuing to look through what has so far been a later-than-expected reopening, we revisit our screens looking at 2019 and 2023 multiples (2020-22 distorted by Covid). We conclude that a lot of the recovery looks priced in with only a handful of names looking good value,” the bank’s analysts stated.\nMorgan Stanley’s valuations are based on its forecasts for 2023, assuming a return to normality after populations have been vaccinated against Covid-19. “Our bull cases factor in scenarios for structurally higher margins and/or higher market shares post-Covid,” its analysts wrote. Morgan Stanley is overweight all of the stocks mentioned, indicating it expects them to outperform.\n“Our strategists recommend quality at a reasonable price: Our EU Strategy team believe the macro environment has become somewhat less conducive for equity markets as growth momentum starts to peak and QE tapering discussions gather pace,” the analysts wrote.QE taperingrefers to the reduction in quantitative easing put in place by central banks to stimulate economies in light of the pandemic.\n“They also recently downgraded Cyclicals after a record rally which left positioning stretched and relative valuations at or near record highs. They believe this is an increasingly micro stock picking market over the summer and now recommend a more balanced approach to style and sector selection,” the analysts added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/121061123"}