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金融股有望强势来袭!大摩列出一份“增持”名单

Financial stocks are expected to rise strongly! Daiwa has listed a "shareholding" list.

Zhitong Finance ·  Nov 19 16:48

According to the Zhitong Finance APP, Morgan Stanley analysts have recently shown a strong favor towards financial stocks and have listed a 'shareholding' rated stock list. Due to the reduced risks during the financial reporting season, accelerated capital market activities, and attractive valuations and positions, the analysts at the bank raised the rating of financial stocks to 'shareholding' in early October. In addition, the bank infers that another reason for the outstanding performance of financial stocks is the strong upward revision of profit expectations. The recent presidential election results have led to expectations of relaxed regulations, which is driving the performance of this sector.

$Financial Select Sector SPDR Fund (XLF.US)$Up 33.15% year-to-date, with a 5.53% increase in the past month. Similarly, Vanguard$FINANCE INDEX (399240.SZ)$The Vanguard financial Index Fund (VFAIX) has increased by 32.58% year-to-date and by 7.11% in the past month.

The following is the situation of financial stocks rated as 'shareholding' classified by industry by Morgan Stanley analysts:

Banking sector:

$Bank of America (BAC.US)$

$Cadence Bancorp (CADE.US)$

$Citigroup (C.US)$

$East West Bancorp (EWBC.US)$

$Huntington Bancshares (HBAN.US)$

$M&T Bank (MTB.US)$

$Prosperity Bancshares (PB.US)$

$Regions Financial (RF.US)$

$U.S. Bancorp (USB.US)$

$Wells Fargo & Co (WFC.US)$

Financial services sector:

$Ally Financial (ALLY.US)$

$Blackrock (BLK.US)$

$Blackstone (BX.US)$

$Equitable (EQH.US)$

$Evercore (EVR.US)$

$Fiserv (FI.US)$

$Global Payments (GPN.US)$

$Goldman Sachs (GS.US)$

$LPL Financial (LPLA.US)$

$MasterCard (MA.US)$

$MSCI Inc (MSCI.US)$

$Nasdaq (NDAQ.US)$

$S&P Global (SPGI.US)$

$Toast (TOST.US)$

$TPG Inc (TPG.US)$

$Tradeweb Markets (TW.US)$

$Visa (V.US)$

Insurance Sector:

$Allstate (ALL.US)$

$MetLife (MET.US)$

$Progressive (PGR.US)$

Editor/ping

The translation is provided by third-party software.


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