Morgan Stanley Beta vs. One Year Return
| CAF Fund | USD 12.28 0.05 0.41% |
For Morgan Stanley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Morgan Stanley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Morgan Stanley China utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Morgan Stanley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Morgan Stanley China over time as well as its relative position and ranking within its peers.
Morgan |
Morgan Stanley China One Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Morgan Stanley's current stock value. Our valuation model uses many indicators to compare Morgan Stanley value to that of its competitors to determine the firm's financial worth. Morgan Stanley China is rated below average in beta among similar funds. It is rated below average in one year return among similar funds reporting about 1.16 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value Morgan Stanley by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Morgan One Year Return vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Morgan Stanley |
| = | 1.01 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Morgan Stanley |
| = | 1.18 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Morgan One Year Return Comparison
Morgan Stanley is currently under evaluation in one year return among similar funds.
Beta Analysis
Morgan Stanley returns are very sensitive to returns on the market. As the market goes up or down, Morgan Stanley is expected to follow.
Morgan Stanley Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Morgan Stanley, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Morgan Stanley will eventually generate negative long term returns. The profitability progress is the general direction of Morgan Stanley's change in net profit over the period of time. It can combine multiple indicators of Morgan Stanley, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Morgan Stanley China A Share Fund, Inc. is a closed ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. It is co-managed by Morgan Stanley Investment Management Company. The fund invests in the public equity markets of China. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the growth stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International China A Share Index. Morgan Stanley China A Share Fund, Inc. was formed on July 6, 2006 and is domiciled in the United States.
Morgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Morgan Stanley. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Morgan Stanley position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Morgan Stanley's important profitability drivers and their relationship over time.
| Beta vs Annual Yield | ||
| Year To Date Return vs One Year Return | ||
| Beta vs Three Year Return | ||
| Five Year Return vs One Year Return | ||
| Beta vs Last Dividend Paid |
Use Morgan Stanley in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morgan Stanley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morgan Stanley will appreciate offsetting losses from the drop in the long position's value.Morgan Stanley Pair Trading
Morgan Stanley China Pair Trading Analysis
The ability to find closely correlated positions to Morgan Stanley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morgan Stanley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morgan Stanley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morgan Stanley China to buy it.
The correlation of Morgan Stanley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morgan Stanley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morgan Stanley China moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morgan Stanley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Morgan Stanley position
In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Trading Thematic Idea Now
Trading
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.
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Other Information on Investing in Morgan Fund
To fully project Morgan Stanley's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Morgan Stanley China at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Morgan Stanley's income statement, its balance sheet, and the statement of cash flows.
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