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Morgan Stanley: Novo Nordisk's Wegovy sales could hit US$11B in 2024, as strong demand and rollout pace may lead to dramatic earnings upgrades; company's significant investment in supply chains creates barriers to entry for rivals
Published: May 13, 2024 by Proactive Investors
Morgan Stanley predicts Fed won't start cutting rates until September, but remains bullish on call for three 25-basis-point rate cuts in 2024; along with three cuts this year, bank expects four 25-bps cuts through mid-2025
Published: May 08, 2024 by Investing.com
South Korean cosmetics firm Skinidea creates new skincare brand MDP aimed at US market, following its acquisition by Morgan Stanley Private Equity; expansion targets also include Japan and enhancing the global presence of its flagship brand MEDIPEEL
Published: May 03, 2024 by CosmeticsDesign.com (US)
Morgan Stanley rates Amcor at equal weight, noting solid fiscal Q3 results with improved margins; company's expectation of abating de-stocking and top-line inflection point are encouraging, while cost-out initiatives appear to be working
Published: May 02, 2024 by FN Arena
Morgan Stanley expects ice cream to be most affected food category in light of GLP-1 drugs' popularity, with 5.3% dip in consumption by 2035; cakes, cookies, candies, chocolates, frozen pizzas, chips and regular sodas could fall by over 4% in this time
Published: April 26, 2024 by Green Queen

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