MSDL has seen its stock price decline ~20% YTD, creating a significant valuation gap versus peer BXSL. Morgan Stanley Direct Lending now trades at ~0.8x NAV compared to BXSL's 1.0x, making the current discount and income potential attractive for investors. Despite concerns over dividend coverage and declining net investment income, I upgrade MSDL to a 'strong buy' due to upside from multiple appreciation.
The stock-price sell-off in FanDuel's parent company and DraftKings was too severe, an analyst is arguing on Wednesday.
An analyst's concerns about demand for Novo Nordisk's blockbuster weight-loss drugs is weighing on the drugmaker's shares to start the week.
Morgan Stanley analysts say a trial to test whether Novo Nordisk's blockbuster weight-loss drug also will work against Alzheimer's is likely to fail, as it set the most pessimistic target price forecast of any Wall Street bank on the Danish drugmaker.
A value stock is generally a company that trades at a price lower than its fundamental value or what its performance suggests it should be worth.
E-Trade, the online stock trading arm of Morgan Stanley, reportedly plans to add cryptocurrency trading to its platform in the first half of 2026. The service will initially enable E-Trade clients to trade Bitcoin, Ether and Solana, Reuters reported Tuesday (Sept.
Morgan Stanley common shares appear overvalued, trading at 15-17x earnings, making this an opportune time to take profits. MS's strong trading division and robust net interest income ensure preferred dividend payments are well covered, using less than 5% of net income. The Series P preferred shares (MS.PR.P) offer an attractive yield to call of 5.3%, with a high likelihood of being called by October 2027.
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
StandardAero, Inc. (NYSE:SARO ) Morgan Stanley's 13th Annual Laguna Conference September 10, 2025 7:05 PM EDT Company Participants Daniel Satterfield - CFO & Treasurer Russell Ford - Chairman & CEO Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Unknown Attendee Presentation Kristine Liwag Executive Director, Head of Aerospace & Defense Equity Research and Equity Analyst Good afternoon, everyone. It's me again, your friendly aerospace defense analyst here at Morgan Stanley.
BeOne Medicines AG (NASDAQ:ONC ) Morgan Stanley 23rd Annual Global Healthcare Conference September 8, 2025 1:50 PM EDT Company Participants Matt Shaulis - General Manager of North America Mark Lanasa - Senior VP & Chief Medical Officer for Solid Tumors Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Head of Healthcare Research & Equity Analyst Okay. I think we're okay.
Sionna Therapeutics, Inc. (NASDAQ:SION ) Morgan Stanley 23rd Annual Global Healthcare Conference September 8, 2025 7:00 AM EDT Company Participants Michael Cloonan - President, CEO & Director Charlotte McKee - Chief Medical Officer Elena Ridloff - CFO & Head of Corporate Development Presentation Unknown Analyst Well, welcome, guys. Before we start, I'm just going to read a brief disclaimer.
The global aerospace and defence sector continues to show resilience, with aftermarket momentum in civil aviation holding firm and corporate sentiment in defence markets described as “as confident as ever”, according to Morgan Stanley. In a note to clients following an industry conference in London, the bank reaffirmed its “attractive” industry view across both sectors, citing strong civil aviation demand and a sustained upturn in defence spending, particularly in Germany.