Morgan Group Holding Co.·Financial Services

MS to report Q1 earnings on April 15. Wall Street expects $19.62B revenues, EPS $3.08, with advisory fees +52% on trading and IB strength.

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Morgan Stanley and Goldman Sachs are two of the largest investment banks. Both have performed well over the past 12 months, aided by a great market for M&A.

JP Morgan sees Trustpilot Group PLC (LSE:TRST) as a "clear AI winner" with potential upside of more than 100% over the next four years. In a research note, analyst Joseph George maps out a path for Trustpilot (LON: TRST), the online consumer reviews platform, to reach its target of a 30% adjusted EBITDA (earnings before interest, tax, depreciation and amortisation) margin by 2030.

Richemont has been singled out as the most attractive near-term opportunity in European luxury goods, with its shares placed on positive catalyst watch ahead of full-year results on 22 May, as the sector braces for a first quarter reporting season that is expected to expose a growing gap between winners and losers. Despite a 6% sector rally on the back of the US-Iran ceasefire announcement, luxury stocks remain down an average of 10% year to date, with Richemont's 12% decline seen as a particularly compelling entry point given the strength of its jewellery brands and improving operational execution.

Morgan Stanley remains a buy for medium- and long-term investors, driven by resilient wealth management and capital efficiency. MS's business model now emphasizes recurring fee income, with $9.3T in client assets and wealth management generating over 40% of revenue. Potential regulatory easing could unlock higher buybacks and dividends, offering upside not yet reflected in consensus forecasts or valuation.
Morgan Group Holding Co., through its subsidiary G.research, LLC provides institutional research and securities brokerage services in the United States. The company publishes research on approximately 100 companies with an emphasis on small and mid-cap investment. It also provides syndicated underwriting services. The company serves institutional clients and mutual funds, asset managers, private wealth management clients, and retail customers. Morgan Group Holding Co. was incorporated in 2001 and is based in Rye, New York.
Financial Services
Financial - Capital Markets
6
2012-09-25
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