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06.10.26 - 14:24
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Morgan Stanley′s Lord Sees More Room for Euro to Fall (Bloomberg)
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Morgan Stanley's FX and Emerging Markets Strategy Head James Lord said the euro could fall further toward $1.10 as risks mount. He joins Bloomberg's Anna Edwards, Tom Mackenzie, and Guy Johnson on "The Opening Trade" discussing France, Europe as a whole, and the election in Brazil. (Source: Bloomberg)...
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06.10.26 - 10:01
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SpaceX macht Musk wieder zum Billionär ? jetzt lockt der nächste Kurstreiber (Ariva)
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SpaceX steigt am Montag um fast acht Prozent und macht Elon Musk wieder zum Billionär. Morgan Stanley sieht noch rund 75 Prozent Kurspotenzial. Ein bevorstehender Starship-Test könnte die nächste große Kursrakete zünden. Elon Musk ist wieder Billionär. Die SpaceX-Aktie legte am Montag um fast acht Prozent zu und schloss bei 171,09 US-Dollar je Anteilschein. Damit erreichte sie laut CNBC den höchsten Stand seit Mitte Juni. Forbes beziffert Musks Vermögen unter Einbeziehung seiner Tesla- und ......
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05.10.26 - 23:12
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SpaceX "Looks Unusually Cheap" On The Forward: Morgan Stanley (ZeroHedge)
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SpaceX "Looks Unusually Cheap" On The Forward: Morgan Stanley
SpaceX shares rose more than 5% in mid-morning trading in New York, breaking above the trading range that had contained the stock since mid-August. Shares climbed past the $160 level to $167.
Morgan Stanley analyst Adam Jonas wrote that SpaceX shares at these levels offer an inexpensive way to gain exposure to the space and artificial intelligence economy when adjusted for projected earnings growth.
"We expect developments over the next few months will help investors better appreciate the role of SPCX in addressing the critical bottlenecks of power and chip making, potentially unlocking earnings growth and multiple expansion for the stock," Jonas wrote in a note to clients.
Jonas pointed out that, at $159 per share when the note was written, Elon Musk's company looks expensive. But when adjusted for year-over-year growth, "SpaceX trades at just ~0.3x 2028e EV/EBIT/Growth, ~40% below the ~0.5x mega cap media...
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