Morgan Stanley Research Report Summaries

Browse 85 Morgan Stanley research report summaries covering companies, sectors, and market trends, with focus topics including Agentic AI, AI PC...

85 reports
Morgan Stanley 2026-09-18

F5/27 1Q Results: Positive; Orders Up Sharply, Set to Lift Full-year Guidance

Industry Report EN 8 Pages
Morgan Stanley 2026-09-18

IT & Software: Investment Ideas for Late 2026–2027: Solid Demand but Sector Underperformance; Expect Share Price Recovery in Line With Profit Growth

Industry Report EN 48 Pages
Morgan Stanley 2026-09-17

JPCA Stats (Aug): Ethylene Utilization Rate Rises Further; Recovers to 70% Level

Industry Report EN 11 Pages
Morgan Stanley 2026-09-16

Hitachi Energy Announces US Capacity Expansion Investment

Company Report EN 8 Pages
Morgan Stanley 2026-09-16

Powering AI and Navigating Energy Disruption

Industry Report EN 6 Pages
Morgan Stanley 2026-09-15

Container Shipping | Asia Pacific Transpacific: Healthy Peak Season Demand Outlook

Industry Report EN 7 Pages
Morgan Stanley 2026-09-15

EM Sovereign Credit Strategy | Global Rich & Cheap Watch

Market Report EN 70 Pages
Morgan Stanley 2026-09-14

Japan’s Power Investment Cycle: Nuclear, Renewables and the AI Demand Surge

Industry Report EN 5 Pages
Morgan Stanley 2026-09-14

1H26 First take: Printed In - line with 1H guidance, upgrade to FY26 outlook welcome

Company Report EN 8 Pages
Morgan Stanley 2026-09-11

3Q26 Results – From MAU to Monetization: More Proof Needed

Industry Report EN 15 Pages
Morgan Stanley 2026-09-10

August Volumes: Volume Beat Likely, Pricing Recovery Less Clear

Industry Report EN 27 Pages
Morgan Stanley 2026-09-10

Q2 Follow-Up: Uncertain IL Makiage Recovery, but Strong Spoiled Child/MethodIQ Results

Industry Report EN 13 Pages
Morgan Stanley 2026-09-09

China Earnings Worse Than Expected; Structural Challenges Also Emerging

Industry Report EN 70 Pages
Morgan Stanley 2026-09-09

Credit & Compute | Assessing NVDA’s ‘Balance Sheet - as - a - Service‘ From the Cross - Asset Lens

Industry Report EN 21 Pages
Morgan Stanley 2026-09-08

Colombia Sovereign Credit & Macro Strategy | Latin America: Navigating Heavy Bond Supply Ahead

Market Report EN 31 Pages

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