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

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.

مصر أحدث الأخبار, مصر عناوين

Similar News:يمكنك أيضًا قراءة قصص إخبارية مشابهة لهذه التي قمنا بجمعها من مصادر إخبارية أخرى.

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

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.
مصدر: CNBC - 🏆 12. / 72 اقرأ أكثر »