Morgan Stanley Buy Hold or Sell Recommendation

CAF -- USA Stock  

USD 21.03  0.41  1.91%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Morgan Stanley China A Share Fund is 'Strong Hold'. Macroaxis provides Morgan Stanley buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CAF positions. The advice algorithm takes into account all of Morgan Stanley China available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from CAF buy-and-hold prospective. Check also Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Morgan StanleyBuy Morgan Stanley
Strong Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available

Financial Leverage

For the selected time horizon Morgan Stanley China A Share Fund has a risk adjusted performance of 0.0191, jensen alpha of 0.14, total risk alpha of 0.44, sortino ratio of 0.12 and treynor ratio of 0.0255
Macroaxis advice module can be used to complement current analysts and expert consensus on Morgan Stanley China. Our buy or sell recommendations engine harnesses analyzes the company potential to grow using all fundamental data market data available at the time. Please exercise Morgan Stanley China Gross Profit as well as the relationship between Number of Employees and Total Asset to make buy, hold, or sell decision on Morgan Stanley China A Share Fund. Given that Morgan Stanley China has Number of Employees of 15, we recommend you check Morgan Stanley market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Morgan Stanley Returns Distribution Density

Mean Return0.035268Value At Risk1.63
Potential Upside1.95Standard Deviation1.26
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Lazard Asset Management LlcFund Units3.4 M79.3 M

Morgan Stanley Greeks

α
Alpha over DOW
=0.14
β
Beta against DOW=0.99
σ
Overall volatility
=1.25
Ir
Information ratio =0.11

Morgan Stanley Volatility Alert

Morgan Stanley China A Share Fund has relatively low volatility with skewness of 0.21 and kurtosis of -1.03. However, we advise all investors to independently investigate Morgan Stanley China A Share Fund to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Morgan Stanley to competition

Morgan Stanley Fundamental Vs Peers

FundamentalsMorgan StanleyPeer Average
Shares Owned by Insiders25.94 % 6.91 %
Number of Shares Shorted59.15 K3.24 M
Gross Profit42.44 M21.75 B
Short Ratio1.21 times2.09 times
Number of Employees1510.67 K
Beta1.350.34
Total Asset304.94 M126.86 B
Retained Earnings(423 K)38.24 B
   Morgan Stanley exotic insider transaction detected [view details]

Morgan Stanley Alerts

Trading Alerts and Improvement Suggestions

Morgan Stanley China generates negative expected return over the last 30 days
Morgan Stanley China has high likelihood to experience some financial distress in the next 2 years
About 26.0% of the company shares are held by company insiders
Latest headline from www.bloomberg.com: Bulls Left Shaking After Brutal Start to September Taking Stock
Check also Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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