Morgan Stanley Remains a Buy on CSPC Pharmaceutical Group (CHJTF)
Confident Investing Starts Here:
Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions
Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter
According to TipRanks, Hu is ranked #9102 out of 9552 analysts.
In addition to Morgan Stanley, CSPC Pharmaceutical Group also received a Buy from Nomura's Jialin Zhang in a report issued on May 29. However, yesterday, Macquarie maintained a Hold rating on CSPC Pharmaceutical Group (Other OTC: CHJTF).
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Business Insider
2 hours ago
- Business Insider
3 parts of the market where AI hype is turning into real returns, according to Morgan Stanley
Google AI investments are starting to deliver as adoption gains momentum, Morgan Stanley says. Financials, real estate, and consumer sectors show significant increases in AI adoption. AI adopters are leading the stock market rally with more positive earnings revisions as well. Investors have been eager to know if the billions of dollars of AI investment are actually delivering a return for companies. Morgan Stanley thinks the answer is yes. The bank's latest version of its AI Adopter survey shows that AI exposure and adoption are clearly gaining steam. Over the last few months, the financials sector has seen AI-related gains. Among insurance companies, the amount of adopters increased from 48% to 71% since January 2025. For financial services companies, the amount of adopters increased from 66% to 73% in that same period. "In our proprietary survey of 400 companies adopting GenAI into their products, Financials companies showed the greatest amount of low-hanging opportunities across both cost and revenue lines," the bank wrote in its July 2025 edition of the AI Adopter survey. Morgan Stanley Companies in the sector have been investing heavily into AI capabilities to automate customer service and enhance risk and compliance protocols. Additionally, the real estate and consumer sectors showed the biggest rate of change in terms of AI adoption. Morgan Stanley found that almost 30% of consumer durables and apparel stocks increased their AI exposure, or their involvement with AI technologies. Around 10% of these consumer stocks experienced an increase in AI materiality, meaning that AI became more important to these stocks' core investment thesis. Overall, the percentage of consumer durables and apparel companies that Morgan Stanley qualifies as AI adopters increased from 20% to 44%. A large part of the AI adoption within the consumer sector comes from supply chain optimization — for example, retailers like Target and Walmart are using the technology to manage inventory. In the real estate sector, 32% of REITs are now more exposed to AI than they were in January. Roughly 37% of tasks across 525,000 roles in the public REIT and commercial real estate services sector could be automated, according to Ron Kamdem, Morgan Stanley's head of U.S. REITs and commercial real estate research. Leasing services, property management, and risk management are all areas in real estate that can be made more efficient by AI, with the biggest gains coming from automation in the brokers and services segment of the real estate industry. Companies that are exposed to AI are noticeably pulling ahead of those who haven't integrated the technology when it comes to earnings revisions, the bank added. "There are clear signs of alpha from AI materiality among companies — this can be seen in relative price performance and earnings revisions," Morgan Stanley analysts wrote. Morgan Stanley Going forward, the gap between companies that have successfully adopted AI and those that have not will only continue to grow. As the stock market continues to trend upward amid higher earnings revisions, AI adopters with high pricing power are leading the rally with higher earnings revisions, while companies disrupted by AI are seeing negative revisions, Morgan Stanley said.
Yahoo
5 hours ago
- Yahoo
Microsoft (MSFT) 'Is More Vulnerable Than People Realize,' Says Jim Cramer
We recently published 12 Stocks Jim Cramer Discussed As Analyzed Morgan Stanley's Comments. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed. Microsoft (MSFT) "Is More Vulnerable Than People Realize," Says Jim Cramer manaemedia / Microsoft Corporation (NASDAQ:MSFT) is one of the biggest software companies in the world. Its shares dipped slightly earlier this week after another IT outage, which the firm blamed on China. Cramer discussed the outage and shared that Microsoft Corporation (NASDAQ:MSFT) is opaque when it comes to such events: 'Because people did not know once again the vulnerabilities. And you can't figure it out yourself because Microsoft is a little opaque. Now I have criticized Microsoft on this stuff. I don't want to go there. Microsoft is a really powerful organization. You have to have their side. I don't have their side. . . . While we acknowledge the potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Business Wire
5 hours ago
- Business Wire
Morgan Stanley Wealth Management Delivers New Tool to Help Clients Tackle Single Stock Risk
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management's Global Investment Office (GIO) has launched the Equity Vulnerability Score, a proprietary tool that can help clients and the Financial Advisors who serve them measure and rank the susceptibility of US stocks to potential future drops in value. As a risk management tool, this can help provide important insights for investors—especially those who hold concentrated equity positions, which Morgan Stanley defines as five or fewer stocks making up more than 30% of the risk in a portfolio. Concentrated equity positions often occur naturally for company founders, those who receive equity compensation, and early investors. As these positions grow over time, they can unwittingly expose the investor to underperformance, higher volatility and material drawdowns—when a stock begins to decline from its peak and can drag the rest of the investor's portfolio down with it. Looking historically, the GIO found that among the individual stocks contained in the Russell 1000 Index, a stock market index that represents the 1000 top companies by market capitalization in the United States: Individual stocks were more than twice as volatile as the index itself (37% v. 15%) since 2014 The average stock's maximum drawdown was twice as large as the index's (approximately 50% vs. 25%) Most individual stocks tend to underperform the index on any forward-looking basis, with the median underperformance clocking in at -2.6% per year Most stocks that outperformed the index over five years went on to then underperform in the following five years1 The Equity Vulnerability Score can help flag the likelihood that a stock may soon drop in value, and can also be used to complement Morgan Stanley's existing Tactical Equity Framework, which helps identify short-term opportunities to seek overall stronger performance. 'As a leader in both equity compensation and in providing guidance to founders, early-stage investors, and executives of publicly traded companies, we see this is a significant and often overlooked challenge for many of the clients our Advisors serve,' said Steve Edwards, Senior Investment Strategist, Morgan Stanley Wealth Management. 'And while it is natural to have an emotional attachment to a stock that you've watched grow over time, it can also pose an outsized risk. Morgan Stanley Wealth Management has been unwavering in helping to address this issue, and the vulnerability score puts another arrow in our quiver to continue to do just that.' The Equity Vulnerability Score draws from a broad range of indicators proven to have a strong correlation with the negative returns brought on by drawdowns, in three main categories: Financial Stability – Looks at the stability of a company's finances by comparing key metrics such as earnings or revenue, as well as how much those numbers fluctuate over time. Fundamental Momentum – Checks whether a company's important financial numbers are improving or declining, using key gauges of profitability, quality, and value. Volatility and Tail Risk – Measures recent stock price moves, focusing on large drops and trading activity. For more information, please find the following report: Global Investment Committee Special Report: Confronting the Concentrated Equity Challenge and Measuring Drawdown Vulnerability. See also: About Morgan Stanley Wealth Management Morgan Stanley Wealth Management is a leading financial services firm that provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services. About Morgan Stanley Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit A decline in the value of the investments held in a concentrated portfolio of a limited number of securities would cause the portfolio's overall value to decline to a greater degree than that of a less concentrated portfolio. Morgan Stanley's Equity Vulnerability Score is a quantitative factor-based ranking of US stocks' relative vulnerability to future drawdowns. To compute the Equity Vulnerability Score, a set of three differentiated factor categories were selected: (1) the Financial Stability category, (2) the Fundamental Momentum category, and (3) the Volatility and Tail Risk category. After combining the scores for the underlying indicators therein to derive the three categories-level scores, the categories' conclusions are then blended into the overall Equity Vulnerability Score. Consistent with Morgan Stanley's Tactical Equity Framework, the Equity Vulnerability Score relied primarily on FactSet's Quant Factor Library (QFL) dataset. © 2025 Morgan Stanley Smith Barney LLC. Member SIPC _________________________ 1 As of December 31, 2024. Source: Morgan Stanley Global Investment Committee Special Report: Confronting the Concentrated Equity Challenge and Measuring Drawdown Vulnerability Expand
