> Current share price: $190.98 Nonetheless, Goldman Sachs has put Devon among its top stock picks for 2021, slapping it with a Conviction Buy rating. > Rating: Overweight > Current share price: $182.74 Diversified distribution relative to peers including a strong bank channel. Growth is set to surprise on the upside because of improved policy traction, global recovery, accommodative monetary stance, strong farm output and robust corporate activity along with a peak in Covid-19 cases, Morgan Stanley said as it listed its most favoured investment themes in India for 2021. Well-positioned over medium-term given strong capital base, strong growth potential, high profitability and increasing share of retail. NextEra Energy Inc. (NYSE: NEE) Emerson Electric Co. (NYSE: EMR) Morgan Stanley recently upgraded its outlook for oil stocks and said a handful of top names are finally well-positioned to outperform following a decade of lagging the rest of the market. > Current share price: $140.98 > Current price target: $84, 24. > Current share price: $180.25 Nike Inc. (NYSE: NKE) > Current price target: $34, 8. Leadership position in the individual protection business. Demand drivers seem positive supported by steady commercial space and better affordability. > Rating: Overweight > Current price target: $110, 5. Welltower Inc. (NYSE: WELL) > Current price target: $37, 9. > Rating: Overweight Discover Morgan Stanley's investment outlook for 2021: Consider an early-cycle playbook that favors small-caps, quality cyclicals and high-yield credit. Top inflation-fighting stock picks from Morgan Stanley. Valuations at a steep discount to the Nifty. Expect normalisation of credit costs and decline in book funding costs to drive strong earnings and RoE recovery in FY22. Here are seven oil stocks that Morgan Stanley recommends. Popular Tags. > Rating: Overweight Valuations look attractive in the context of about 11% RoE in FY22 and 20%+ tier-I ratio following equity issuance. > Current share price: $154.20 > Rating: Overweight Home Depot Inc. (NYSE: HD) > Current price target: $2,200, 4. Today, the top five—Apple, Microsoft, Amazon, Tesla and Facebook—make up 21% of the index’s total market capitalization, even more than the 18% … CDW Corp. (NASDAQ: CDW) Prices of iron ore are likely to stay high in the near term. > Rating: Overweight > Current share price: $77.88 In the list that follows, we present Morgan Stanley’s picks along with the firm’s current rating, share price as of Thursday’s close, and Morgan Stanley’s price target. Amazon.com Inc. (NASDAQ: AMZN) > Current price target: $77, 13. One of the better-positioned NBFCs as it screens well on parentage, liquidity and capital. Share. Expects normalisations in credit costs from FY22. “We expect RoE to be about 13% in FY22 and 17% in FY23, much higher than the cost of equity of 11.5%.”. Strong network, relatively stronger balance sheet and growing focus on digital products and platforms. Scott Barlow Market Strategist. Progressive Corp. (NYSE: PGR) > Rating: Overweight > Current price target: $300, 7. Accenture PLC (NYSE: ACN) The analysts also came up with a list of the 30 stocks “whose business models and market positions would be increasingly differentiated into 2021.” These 30 stocks, the analysts say, are the ones “most likely to strengthen their sustainable competitive advantage.”. Chevron Corp. (ticker: CVX ) Analyst Devin McDermott says Chevron is his top pick among U.S. integrated oil stocks. > Current share price: $34.43 > Current share price: $114.59 > Current share price: $102.92 Morgan Stanley analysts identified 44 stocks that are undervalued and poised for growth as the economy recovers from COVID-19 and gradually reopens. > Current share price: $1,92.53 Core business recovering; emerging business-to-business opportunity. > Current price target: $450, 21. Valuations in current context look attractive. > Current share price: $29.46 > Current price target: $166, 14. > Current price target: $113, 30. High exposure towards fast-growing export markets implies a higher terminal growth rate. Here're are the UBS picks for 2021. Best way to play India’s defence indigenisation story. Price target: $1,500. > Rating: Equal-weight > Current price target: $77. Becoming a total foods company will drive growth in the medium term. > Rating: Overweight S&P 500 may jump 10% in 2021, but action may be in small cap stocks; Morgan Stanley shares top picks Summarized below are Morgan Stanley's comments on Boeing, Deere, and Ford. Bank of America Corp. (NYSE: BAC) Alphabet Inc. (NASDAQ:  GOOGL) Revenue Growth Compound Annual Growth Rate (CAGR) for 2016-2021estimate: +21%. > Rating: Overweight Expects strong pick-up in top-line and bottom-line growth in Q4 FY21 and FY22. Attractive valuations and underperformance versus markets drive overweight rating. Dollar General Corp. (NYSE: DG) > Current share price: $233.84 Morgan Stanley analyst Keith Weiss named software giant Microsoft - Get Report a top pick for next year and increased his price target on the stock to $260 from $249. Based on this, we think JPMorgan Chase & Co. ( JPM ), Visa Inc. ( V ), Morgan Stanley ( MS ) and The Goldman Sachs Group, Inc. ( GS ) are the four best sector picks to play the recovery. Small and mid caps, the research firm said, could beat large caps and portfolio returns will more likely be driven by bottom-up stock-picking than top-down macro due to peaking concentration and intra-stock correlations. Ross Stores Inc. (NASDAQ: ROST) > Current share price: $67.48 Well placed to benefit from urban demand rebound with its premium product mix and three-wheelers. Strong tailwinds to food consumption habits. > Current share price: $94.32 Diversified and large order book lends strong earnings visibility. > Current price target: $99, 15. Published January 26, 2021. > Rating: Overweight Technical stock picks for 2021. > Current share price: $292.61 > Current price target: $191, 22. Microsoft Corp. (NASDAQ: MSFT) Huge structural opportunity with demand being of essential nature. > Rating: Overweight Morgan Stanley Picks 30 Stocks for 2021 1. Potential upside: +26% . Management making serious moves on the digital side. But Motherson Sumi Systems Ltd., ITC Ltd., HDFC Ltd., Sun Pharmaceutical Industries Ltd., Bajaj Finance Ltd., Havells India Ltd., State Bank of India and Interglobe Aviation Ltd. were excluded. Recent CEO change and ongoing optimism on a multi-year real estate cycle could pose upside risks. > Current share price: $96.62 Well placed to benefit from urban demand rebound with its premium product mix and three-wheelers. Top U.S. stock picks from Morgan Stanley quant strategist. The outlook for ESG stocks in 2021 … Looking at stock performance two years ahead implies that investors choose between two risk-reward strategies based on the current state of the market. Morgan Stanley recommended three videogame publishers as its top picks in the sector for 2021, because the companies have a … > Current price target: $220, 11. A beneficiary of a resilient rural economy. > Rating: Overweight > Current price target: $140, 20. > Current price target: $215, 25. Has several competitive advantages. As 2020 closes out, Fool.co.uk's writers have revealed their top shares for 2021 - including Diageo, Natwest, ITV and Ocado. > Rating: Overweight “In our bull case, we expect returns to be about 100% over the next 12-15 months.”. Valuations in the current backdrop look attractive. > Rating: Overweight > Current price target: $204, 27. > Current share price: $111.64 > Current share price: $75.17 > Current price target: $120, 28. Investor Relations Media Relations Costco Wholesale Corp. (NASDAQ: COST) IQVIA Holdings Inc. (NYSE: IQV) Can give strong returns over the next 12 months. Plans to reduce imports and proposed regulatory changes also beneficial. > Rating: Overweight > Current price target: $94, 26. Expects Bajaj to become more aggressive on electric two-wheelers from 2022. > Rating: Equal-weight Scott Barlow Market Strategist. > Rating: Overweight For Subscribers. Accenture PLC ( NYSE: ACN) > Rating: Overweight > Current share price: $164.82 > Current price target: $178 2. High margin business recovery should drive RoE improvement. Boeing: price target $500, or 35.3% above the Sept. 10 close. 3 Videogame Stocks Set to Rise in 2021. > Current share price: $86.87 For some time now, U.S. equity markets have behaved as if stocks are reasonably valued. High... Bharat Electronics. Significance for Investors. Morgan Stanley Picks 30 Stocks for 2021. It has been a brutal year for oil stock investors, but things may be looking brighter as we head into 2021. > Rating: Overweight These 3 “Strong Buy” Stocks Are Top Picks for 2021, Say Analysts. Morgan Stanley's top picks included these five stocks, and two of them are listed in the U.S: More In Street Calls Electric grid spending is an ‘overlooked’ opportunity, says Morgan Stanley. > Rating: Overweight Will placed to capitalise on opportunities. In the financial services sector: Ally Financial Inc (NYSE: ALLY) and Morgan Stanley (NYSE: MS) Relying on the financial services company’s net interest margin expansion coupled with its asset sensitivity, the UBS analyst anticipates a 24% upside potential for Ally Financial. Morgan Stanley projects strong global GDP growth of 6.4% for 2021—led first by emerging markets, followed by reopening economies in the U.S. and Europe—in a macro outlook that … > Current price target: $103, 23. Net debt levels will come off over the next five-six quarters in absolute terms. GoDaddy Inc. (NYSE: GDDY) Large rental portfolio should grow 40-50% over the next two-three years. > Rating: Overweight Some green shoots on private capex and defence. > Current price target: $156, 18. SBA Communications Corp. (NASDAQ: SBAC) CNG network expansion to offset EV disruption risks. > Current price target: $119, 12. > Current price target: $94, 16. Earning per Share Growth CAGR ('16-'21e): +20%. McDonald’s Corp. (NYSE: MCD) Diversified and large order book lends strong earnings... Bharti Airtel. FY21 capex to be lower than that in FY20. > Current price target: $200, 17. > Current price target: $391, 6. > Rating: Overweight Quarterly pre-sales may double to Rs 1,000 crore in FY22. > Current price target: $1,500, 3. > Current price target: $97, 10. Building larger distribution in rural India, increasing direct distribution, premiumising the portfolio will support growth. Here are Morgan Stanley’s top 12 stock picks for 2021... Bloomberg | Quint is a multiplatform, Indian business and financial news company. “Peaking correlations also imply that sector positions should narrow,” Morgan Stanley said, adding it’s overweight on consumer discretionary, industrials, financials, utilities and underweight on technology, healthcare and energy. Infosys: As the IT sector has been a major outperformer in the calendar year 2020, the brokerage firm expects the same performance next year also. A person holds up a heart shaped balloon. Join our. Expects de-leveraging to be sharper in the current cycle. > Current price target: $178, 2. Increased visibility of capex bouncing back in FY22. Morgan Stanley’s top picks included these five stocks, and two of them are listed in the U.S: Chalco China’s role as a major supplier of steel and aluminum means production cuts by Beijing will significantly affect global supply and demand for these commodities. 10 Best Chemical Stocks To Buy For 2021. > Current price target: $165, 29. Updated January 26, 2021. Bharat Electronics Ltd., Britannia Industries Ltd., ICICI Prudential Life, IndusInd Bank, Just Dial Ltd., Mahindra & Mahindra Financial Services Ltd., PNB Housing Finance Ltd. and Tata Steel Ltd. entered into Morgan Stanley’s focus list for 2021. Morgan Stanley's economists project that global GDP growth will increase from 3.0% in 2019 to 3.2% in 2020. Anthem Inc. (NYSE: ANTM) Text Size. (Photographer: Sergio Flores/Bloomberg). Morgan Stanley’s picks have outperformed European stocks by 20% in 2020, done 46% better in the United States and a whopping 77% better in Asia. > Current share price: $72.86 > Rating: Overweight Focus on B2B can drive up average realisations per campaign. Estée Lauder Companies Inc. (NYSE: EL) Morgan Stanley comment: First Republic Bank (NYSE: FRC) > Current share price: $1,686.22 Local search business could continue to recover over the next few quarters. Favourable macros, tight demand-supply dynamics and focus on deleveraging. Here are Morgan Stanley's top oil stock picks. For Subscribers. Capturing a strong share of 4G additions. Amphenol Corp. (NYSE: APH) 1. The list is scattered with growth stocks with “reasonable valuations,” like Alphabet, Apple and Tesla, the firm said, CNBC reported. The top 10 holdings, for instance, include both PPL Corp. (PPL) shares and a 5.9% preferred offerings from the very same firm. > Current share price: $164.82 Stronger execution and new orders, the commencement of state orders, lower losses in Hyderabad Metro, improvement in ESG ratings. Improving the physical market and demand consolidation should benefit DLF. > Current share price: $88.99 > Rating: Overweight Expects to maintain leadership and grow biscuit portfolio. We combine Bloomberg’s global leadership in business and financial news and data, with Quintillion Media’s deep expertise in the Indian market and digital news delivery, to provide high quality business news, insights and trends for India’s sophisticated audiences. > Rating: Overweight > Current share price: $189.44 For the U.S., they forecast GDP growth in 2020 to be much lower, at 1.8%. > Rating: Overweight > Current share price: $304.65 The pace of the spread of COVID-19 has slowed across America.... Each year, Americans dread April 15 — Tax Day. > Current price target: $210, 19. > Current share price: $181.61 Netflix Inc. (NASDAQ: NFLX) Missing BloombergQuint's WhatsApp service? “Accelerating growth means that the concentration of market cap and profits may have peaked and return correlations across stocks with the equity market have risen to levels from where they tend to mean revert,” Ridham Desai and Nayant Parekh, equity strategists, and Sheela Rathi, equity analyst at Morgan Stanley, said in a note. The balance sheet has improved meaningfully over the last few quarters. Higher international steel prices to support strong spreads in India. > Current share price: $128.13 Morgan Stanley’s 12 Stock Picks For 2021 Bajaj Auto. Published February 5, 2021 Updated February 5, 2021 . In this so-called Goldilocks market, it is common to expect that volatility could return, bringing big swings in prices and volume to the market. Alphabet Inc. (NASDAQ: GOOGL) > Rating: Overweight > Current share price: $1,92.53 > Current price target: $1,500 3. Analysts at Morgan Stanley do not believe that is how the market shapes up for the next couple of years. On Friday, the bank’s analysts released a research note coming down solidly on the side of sustainability and quality rather than volatility as the way to play the market over the next two years. > Current share price: $159.99 Blackstone Group L.P. (NYSE: BX) Walmart Inc. (NYSE: WMT) Easier lending conditions, moderate inflation, a steepening yield curve, and a strong investor rotation into value stocks should continue boosting financial stocks throughout 2021. Here are the favorite stocks for 2021 from UBS including Morgan Stanley and ... UBS is trying to peg the top … Comments. Stock picks: The analysts think the biggest swing factor for price this season will be the outlook for 2021. > Current share price: $98.22 Expects annual premium equivalent and value of new business growth to bounce back to more than 20%, which should see strong investor interest. 3/24/2021: Target Raised by: Morgan Stanley: Equal Weight: GBX 5,090 -> GBX 5,740: N/A Verisk Analytics Inc. (NASDAQ: VRSK) Parentage ensures access to liquidity and continued balance sheet strengthening. > Rating: Equal-weight > Current share price: $358.82 > Rating: Overweight Arista Networks Inc. (NYSE: ANET) Raytheon Co. (NYSE: RTN) Visa Inc. (NYSE: V) Expects B2B revenue growth rates to pick up over the next few years. UBS Group AG (NYSE: UBS) equity strategist Keith Parker gave the top 10 conviction stock picks for 2021, ... 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