‘The gift that keeps on giving’: Morgan Stanley likes the memory sector and picks its top stocks

  • 📰 CNBC
  • ⏱ Reading Time:
  • 16 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 10%
  • Publisher: 72%

Switzerland Nachrichten Nachrichten

Switzerland Neuesten Nachrichten,Switzerland Schlagzeilen

Morgan Stanley reveals its 'top picks' and 'preferred plays' in the memory chip sector.

The tech theme has been reigning supreme this year and one segment in particular stands out to Morgan Stanley: the memory sector. Calling it "the gift that keeps on giving," the investment bank notes that the sector's "pricing power is now among the best in tech, and still in early recovery stage." "We expect a significant margin recovery with supply discipline maintained," Morgan Stanley's analysts led by Shawn Kim wrote in a Nov. 2 note.

Even so, Morgan Stanley says that the recovery in the memory sector is just starting and is still "front-running a lot of good things that are supposed to happen much later." Top pick and buy-rated stocks The optimistic outlook for the memory sector spells good news for a raft of stocks in Asia.

Wir haben diese Nachrichten zusammengefasst, damit Sie sie schnell lesen können. Wenn Sie sich für die Nachrichten interessieren, können Sie den vollständigen Text hier lesen. Weiterlesen:

 /  🏆 12. in CH
 

Vielen Dank für Ihren Kommentar.Ihr Kommentar wird nach Prüfung veröffentlicht.

Switzerland Neuesten Nachrichten, Switzerland Schlagzeilen

Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.

Morgan Stanley insists this is just another bear market rallyMorgan Stanley insists this is just another bear market rally
Herkunft: Investingcom - 🏆 450. / 53 Weiterlesen »

Morgan Stanley strategist Wilson says this is just a bear market rallyThe recent uptick in stocks could be short-lived as technical and fundamental support are still absent, Wilson said.
Herkunft: CNBC - 🏆 12. / 72 Weiterlesen »