Morgan Stock Buy Hold or Sell Recommendation

CAF -  USA Stock  

USD 14.78  0.27  1.86%

Considering the 90-day investment horizon and your highly speculative risk level, our recommendation regarding Morgan Stanley China 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's available fundamental, technical, and predictive indicators you will find on this site.
  
Refresh
The advice is provided from Morgan Stanley's buy-and-hold perspective. Continue to Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Morgan and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Morgan Stanley China.

Execute Morgan Stanley Buy or Sell Advice

The Morgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Morgan Stanley China. Macroaxis does not own or have any residual interests in Morgan Stanley China or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Morgan Stanley's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Morgan StanleyBuy Morgan Stanley
Strong Hold

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds of Distress

HighDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails

Reporting Quality (M-Score)

UnavailableDetails
For the selected time horizon Morgan Stanley China has a Risk Adjusted Performance of (0.24), Jensen Alpha of (0.27), Total Risk Alpha of (0.19) and Treynor Ratio of (0.65)
Our investment recommendation tool can cross-verify current analyst consensus on Morgan Stanley China and to analyze the entity potential to grow in the current economic cycle. Please exercise Morgan Stanley China number of shares shorted, beta, last dividend paid, as well as the relationship between the short ratio and total asset to make buy, hold, or sell decision on Morgan Stanley China. Given that Morgan Stanley China has a number of employees of 15, we recommend you to check Morgan Stanley market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Morgan Stanley Trading Alerts and Improvement Suggestions

Morgan Stanley China generated a negative expected return over the last 90 days
Morgan Stanley China has high likelihood to experience some financial distress in the next 2 years
Over 78.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.bloomberg.com: Morgan Stanley Says Asia, EM Stocks in Bear Markets Late Stage - Bloomberg

Morgan Stanley Returns Distribution Density

The distribution of Morgan Stanley's historical returns is an attempt to chart the future uncertainty of Morgan Stanley's future price movements. The chart of the probability distribution of Morgan Stanley stock daily returns describes the distribution of returns around its average expected value. We use Morgan Stanley China price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Morgan Stanley returns is essential to provide solid investment advice for Morgan Stanley stock.
Mean Return-0.31Value At Risk-3.04
Potential Upside1.90Standard Deviation1.65
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Morgan Stanley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Morgan Stanley Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Morgan Stanley or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Morgan Stanley stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Morgan stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.27
β
Beta against DOW0.48
σ
Overall volatility
1.64
Ir
Information ratio -0.13

Morgan Stanley Volatility Alert

Morgan Stanley China exhibits very low volatility with skewness of 0.82 and kurtosis of 3.25. However, we advise investors to further study Morgan Stanley China technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Morgan Stanley's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Morgan Stanley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Morgan Stanley Implied Volatility

Morgan Stanley's implied volatility exposes the market's sentiment of Morgan Stanley China stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Morgan Stanley's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Morgan Stanley stock will not fluctuate a lot when Morgan Stanley's options are near their expiration.

Morgan Stanley Fundamentals Vs Peers

Comparing Morgan Stanley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Morgan Stanley's direct or indirect competition across all of the common fundamentals between Morgan Stanley and the related equities. This way, we can detect undervalued stocks with similar characteristics as Morgan Stanley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Morgan Stanley's fundamental indicators could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Morgan Stanley to competition
FundamentalsMorgan StanleyPeer Average
Shares Outstanding21.88 M571.82 M
Shares Owned by Institutions78.25 %39.21 %
Number of Shares Shorted31.27 K4.71 M
Gross Profit42.44 M27.38 B
Short Ratio1.08 X4.00 X
Number of Employees1518.84 K
Beta1.01-0.15
Market Capitalization321.44 M19.03 B
Total Asset304.94 M29.47 B
Retained Earnings(423 K)9.33 B
Last Dividend Paid1.34

Morgan Stanley Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Morgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Accumulation Distribution396.78
Daily Balance Of Power0.9643
Rate Of Daily Change1.02
Day Median Price14.75
Day Typical Price14.76
Market Facilitation Index0.0
Price Action Indicator0.16

About Morgan Stanley Buy or Sell Advice

When is the right time to buy or sell Morgan Stanley China? Buying financial instruments such as Morgan Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Morgan Stanley investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Railroads Thematic Idea Now

Railroads
Railroads Theme
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 30 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Railroads Theme or any other thematic opportunities.
View All  Next Launch Railroads
Continue to Morgan Stanley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Morgan Stanley China information on this page should be used as a complementary analysis to other Morgan Stanley's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for Morgan Stock analysis

When running Morgan Stanley China price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Fund Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Morgan Stanley China is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine Morgan Stanley value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.