Morgan Stanley Research Report Summaries

Morgan Stanley 2026-07-12

Niche DRAM Upcycle May Extend to 2028; OW

Market Report EN 18 Pages

Morgan Stanley 2026-07-10

Crude Oil → Fed Policy Pricing → UST Yield Linkage Returns

Industry Report EN 11 Pages

Morgan Stanley 2026-07-02

AI Adoption & Disruption: AI Meets the Drug Pipeline

Industry Report EN 5 Pages

Morgan Stanley 2026-07-02

Baltic Classifieds Group (BCG) | Europe FY26: 1% Revenue Miss, Softer FY27 Guide, Capital Returns Supportive

Company Report EN 8 Pages

Morgan Stanley 2026-07-02

Back to the Defence Playbook; Moving Galp to Overweight

Market Report EN 23 Pages

Morgan Stanley 2026-06-29

EM HY Outperforming US HY Thanks To Oil: EM Sovereign and US Credit Strategy | Europe

Market Report EN 9 Pages

Morgan Stanley 2026-06-29

EM Technical Watch: Issuance to Take a Hydration Break: EM Sovereign Credit Strategy | Global

Market Report EN 33 Pages

Morgan Stanley 2026-06-27

Equity Funding Implies a Tumultuous Quarter-End

Market Report EN 16 Pages

Morgan Stanley 2026-06-25

Even Messi Needs a Water Break; Downgrade to Equal-weight and Remove Top Pick

Company Report EN 13 Pages

Morgan Stanley 2026-06-23

Global Rates Strategy | Global June Index Extensions

Market Report EN 13 Pages

Morgan Stanley 2026-06-23

AI Supply Chain: Preliminary 2027 TSMC CoWoS Allocation

Market Report EN 18 Pages

Morgan Stanley 2026-06-23

Humanoids: The Tide is Rising, Lifting 2026 Forecast

Market Report EN 20 Pages

Morgan Stanley 2026-06-23

Technology - European Semiconductors | Europe AI GPU/ASIC Tracker, China LLMs, Advanced Packaging and MLCC - The Next AI Bottleneck

Industry Report EN 37 Pages

Morgan Stanley 2026-06-23

EM Sovereign Credit Strategy | Global Rich & Cheap Watch

Market Report EN 65 Pages

Morgan Stanley 2026-06-21

Shareholders‘ Meeting Recap

Market Report EN 7 Pages