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اختيارات أسهم مورجان ستانلي لعام 2024: الغوص في ثيران T-Mobile وHowmet وSpotify والمزيد
BlackRock, Inc. -0.58%
HOWMET AEROSPACE INC +1.01%
Spotify +0.49%
T-Mobile -0.31%
UnitedHealth Group Incorporated +1.37%
BlackRock, Inc. BLK | 1136.21 | -0.58% |
HOWMET AEROSPACE INC HWM | 192.15 | +1.01% |
Spotify SPOT | 738.53 | +0.49% |
T-Mobile TMUS | 237.44 | -0.31% |
UnitedHealth Group Incorporated UNH | 341.30 | +1.37% |
Morgan Stanley has identified several stocks they consider top picks for 2024.
Here’s a summary of what the firm’s top stock picks are and what makes them bullish on these.
- T-Mobile US Inc (NASDAQ:TMUS):
- Analyst Simon Flannery views T-Mobile as the top pick among wireless carriers. The company is expected to gain market share and benefit from its robust capital return program.
- The merger with Sprint in 2020 has been advantageous, supporting margins and offering opportunities through AI.
- Howmet Aerospace Inc (NYSE:HWM):
- Analyst Kristine Liwag believes Howmet is well-positioned in the aerospace sector, particularly due to its exposure to original equipment manufacturing and aftermarket segments.
- The company’s balance sheet strength, pricing power, and growth potential make it a favorable choice.
- Spotify Technology SA (NYSE:SPOT):
- Analyst Benjamin Swinburne maintains Spotify as a top pick, anticipating positive developments ahead for the streaming music company.
- Pricing power and potential for increased revenues through price hikes are cited as significant factors.
- BlackRock Inc (NYSE:BLK):
- Morgan Stanley sees potential in BlackRock due to the likelihood of fixed-income rotation supporting inflows and offering an attractive valuation.
- The company’s exposure to growth opportunities, such as fixed income, index, ESG, private markets, and tech revenues, makes it appealing.
- UnitedHealth Group Inc (NYSE:UNH):
- UnitedHealth is noted for its scale and diversified services in the healthcare sector, offering resilience through integrated businesses and strong positioning in health insurance markets.
- The company’s strong balance sheet and cash generation capabilities provide flexibility for continued M&A activities.
These stocks are considered top picks by Morgan Stanley for various reasons, including growth potential, market positioning, and financial strength within their respective sectors.
Now Read: Stocks Headed For A Major Leap, Says Morgan Stanley Senior Portfolio Manager: ‘You Have To Have Your Head In The Sand To Really Be Bearish’
Image: Shutterstock
