Morgan Group Holding Co. (MGHL)
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Morgan Stanley: Rebound Underestimated; Initiate Buy On Earnings Leverage
We initiate MS with a Buy rating and $162 PT, as the market underestimates the durability and scale of the earnings rebound underway. Expect above-consensus FY 2025E/FY 2026E EPS driven by resilient trading, strong capital markets pipelines, and structural wealth management margin expansion. Capital markets cycle is in a 'pause, not delete' phase, setting up for sharp H2 2025 earnings leverage as pipelines unlock and operational momentum accelerates.
Morgan Stanley Direct Lending: Is This 10% Yield Safe?
MSDL boasts a highly diversified, low-risk portfolio with over 210 loans, minimal concentration risk, and 96% first-lien investments, ensuring portfolio resilience. The company consistently generates strong investment income, supporting a sustainable 10% dividend yield with potential for supplemental distributions. Risks include MSDL's short public track record and sensitivity to falling interest rates, which could reduce payouts by up to 25%.
Morgan Stanley Direct Lending Fund: I Am Downgrading To Hold
Morgan Stanley Direct Lending Fund's total return has been flat since IPO, despite dividends being paid as expected. MSDL's share price weakness has occurred due to the shift from premium to discount-to-NAV, driven by insider selling and sector repricing. Current P/NAV of 0.96x offers neither strong upside nor downside for share price return movement.
Gold has a role to play, but it cannot be investors' sole diversifier – JP Morgan's Hussien
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.
Kinder Morgan Surges 52.7% in a Year: Should You Still Buy the Stock?
As a leading midstream service provider, Kinder Morgan's pipeline and storage assets are secured under long-term take-or-pay contracts, generating almost two-thirds of its EBITDA.
Morgan Stanley: You Get What You Pay For (Technical Analysis)
Morgan Stanley's technical analysis is highly bullish, with strong support levels and upward momentum, indicating further gains are likely. Q1 results were robust, with record revenues and impressive ROTCE, showcasing the company's strong financial performance. The P/B ratio is fairly valued below its three-year-high, justified by a slump in dealmaking, making it a reasonable buy.
Here's Why Hold Strategy is Apt for Kinder Morgan Stock Now
KMI generates stable fee-based revenues from its vast network of midstream infrastructure. However, a slowdown in drilling activities might affect it.
Gold could hit $4,000/oz by next summer even in a positive global growth scenario – JP Morgan's Peters
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.
Morgan Stanley's Gutman: Walmart and Costco are well positioned for recession
Simeon Gutman, Morgan Stanley retail analyst, joins 'The Exchange' to discuss the tariff impact for retailers.
Robinhood Stock Slips on Report Morgan Stanley to Offer Crypto Trading
Shares of Robinhood Markets (HOOD) declined Thursday following a report that Morgan Stanley (MS) is planning to add cryptocurrency trading to its E*Trade platform. Robinhood could face increased competition if big banks make a push into crypto trading.
JP Morgan AM: Chinese companies are trying 'to latch on' to AI investment
Tai Hui of JP Morgan Asset Management says China's drive for AI's self sufficiency will drive more competition with incumbents like Nvidia, but global demand for AI processing power and GPUs will continue.
With the S&P 500 looking ‘stuck', investors should seek out stocks that have already priced in bad news, says Morgan Stanley.
Morgan Stanley is telling clients to continue investing in high quality cyclical stocks, specifically those that have priced in bad news.
