Morgan Stanley Buy Hold or Sell Recommendation

CAF -- USA Stock  

USD 19.85  0.51  2.64%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Morgan Stanley China A Share Fund is '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
Hold

Volatility

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 0.0101, jensen alpha of 0.025, total risk alpha of 0.0751, sortino ratio of 0.02 and treynor ratio of 2.0e-4
This buy, hold, or sell recommendation tool can be used to cross verify current analyst consensus on Morgan Stanley China A Share Fund and to analyze the entity potential to grow in the current economic cycle. Please exercise Morgan Stanley China Number of Employees, and the relationship between Gross Profit 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 Return0.010098Value At Risk2.71
Potential Upside3.32Standard Deviation2.16
 Return Density 
      Distribution 

Morgan Stanley Greeks

α
Alpha over DOW
=0.025021
β
Beta against DOW=0.57
σ
Overall volatility
=2.20
Ir
Information ratio =0.0203

Morgan Stanley Volatility Alert

Morgan Stanley China A Share Fund currently demonstrates below average downside deviation of 2.2. It has Information Ratio of 0.02 and Jensen Alpha of 0.03. However, we do advice investors to further question Morgan Stanley China A Share Fund expected returns to make sure all indicators are consistent with the current outlook about its relatively low value at risk.
    
 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 Shorted59.15K3.24M
Gross Profit42.44M21.75B
Short Ratio1.21X2.09X
Number of Employees1510.67K
Beta1.350.34
Total Asset304.94M126.86B
Retained Earnings(423K)38.24B
Last Dividend Paid0.851
   Morgan Stanley exotic insider transaction detected [view details]

Morgan Stanley Market Momentum

Morgan Stanley Alerts

Trading Alerts and Improvement Suggestions

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
On October 18, 2018 Morgan Stanley paid $ 0.851 per share dividend to its current shareholders
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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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