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- FoundationLINE is the global leader in the temperature-controlled warehouse space with the highest quality assets and a differentiated tech-enabled platform to drive efficiencies & margins. We see a compelling entry point near the end of a destocking cycle; acquisitions track record supports potential upside.
- Lineage Inc. (LINE.O)
- Target:100.00 from ++
- FoundationFavorable underwriting and supportive market backdrop drove life insurance results, but concerns around lower interest rates and spread compression could serve as headwind for annuity carriers. For P&C insurers, concerns around social inflation is likely to further pressure commercial carriers.
- Aflac (AFL.N)
- Target:98.00 from 91.00
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- FoundationA core data platform targeting a large market opportunity with best-in-class unit economics and revenue growth place OneStream in rarified air. With the current valuation already well reflecting these positives, we look for evidence of broadening growth drivers to get more positive. Initiate EW.
- OneStream Inc (OS.O)
- Target:29.00 from ++
- FoundationReiteration of industrial capacity control from policymakers should help drive gradual rationalization of industrial investments. The 8 key metrics we track indicated sequential improvement in credit risks related to overcapacity, which tends to be better than our previous expectations.
- FoundationWe believe Envicool benefits from the rising penetration of liquid cooling technology for data centers and energy storage systems (ESS). Envicool is leading the product innovation curve, with a robust product mix and strong customer base. We initiate at Overweight.
- Shenzhen Envicool Technology Co Ltd (002837.SZ)
- Target:26.00 from None
- FoundationAll attention this week will be on Jackson Hole, where the conference has been aptly titled “Reassessing the Effectiveness and Transmission of Monetary Policy.” We expect Chair Powell to hold forth on the medium-term strategy for the Fed, particularly the fact that sustained disinflation means that it can focus on sustaining the expansion while still getting back to the 2% target. The FOMC has...
- Foundation
- FoundationNew to an industry, looking for a refresher or trying to learn more about a topic? With Morgan Stanley Research’s Asia Summer School, our analysts provide teach-ins on the biggest themes and debates influencing their industries.
- FoundationEnd of weaker yen cycle may depress P/E multiples of domestic demand-oriented stocks. Investment theme remains polarization of consumption.
- FoundationWhat are the key risks to the industrial-led growth model? How will the multipolar world affect sustainability of the model?
- FoundationThe recent sell-off of tech stocks presents a good entry point for select names, in our view, on still strong data points from local channels and as we anticipate accelerating earnings growth. We initiate on Isu Petasys, Hanmi Semi, and Leeno at OW.
- Hanmi Semiconductor Co. Ltd. (042700.KS)
- Target:160000.00 from None
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- FoundationWe expect an effective mini-version of supply-side reform will start in 2025 - industrial investment and related credit growth will start to rationalize in 2025.
- FoundationZJLD is better positioned than peers to retain demand in the face of industry destocking pressure. In the long term, we expect ZJLD to take market share with a diversified brand portfolio and well-executed expansion plans. Initiate at Overweight.
- ZJLD Group (6979.HK)
- Target:9.00 from None
- FoundationRelated Reports:
- FoundationDay 1 Chapters: Day 1 0:00:01 | Opening Remarks: Vishy Tirupattur - Chief Fixed Income Strategist 0:11:35 | US Rates 101: Guneet Dhingra - Head of US Rates Strategy 1:35:24 | Introduction to US TIPS: Francesco Grechi - US Rates Strategist 3:35:15 | Following the Money – US Money Markets: Martin Tobias - US Rates Strategist 4:41:05 | Futures Basics – and Futures Basis: Eli Carter - US Rates...
TODAY'S EVENTS
Mon 19 Aug 24 07:00
Shanghai Fudan Microelectronics Group Co Ltd Extraordinary Shareholders Meeting
Shanghai Fudan Microelectronics (1385.HK)
Greater China Technology Semiconductors
Mon 19 Aug 24 08:00 - 08:45
Lenovo Group Ltd to Discuss Final Update on Convertible Bonds and Warrants Issuance Call
Lenovo (0992.HK)
Greater China Technology Hardware
Mon 19 Aug 24
Lite-On Technology Corp Dividend For 2301.TW
Lite-On Technology (2301.TW)
Greater China Technology Hardware
Mon 19 Aug 24
Skyworks Solutions Inc Dividend For S1SL34.SA
Skyworks Solutions Inc (SWKS.O)
Semiconductors
Mon 19 Aug 24
Gen Digital Inc Dividend For GEN.OQ
Gen Digital Inc. (GEN.O)
Software
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Huberty, Katy
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