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56The following shares, among others, reached a 52-week high during the course of Friday:
JPMorgan: $JPM (-0.27%)
Goldman Sachs: $GS (-0.22%)
Robinhood: $HOOD (+0.47%)
American Express: $AXP (-0.07%)
3M: $MMM (+0.87%)
Morgan Stanley: $MS (-0.3%)
Intuitive Surgical: $ISRG (+0.7%)
Congratulations to all shareholders who benefit from the new high!
January 20-24, 2025, Davos, Switzerland
The World Economic Forum (WEF) is an international organization founded by Klaus Schwab in Switzerland in 1971. It promotes cooperation between business, politics, science & civil society. The Annual Meeting takes place in Davos. The motto for this year:
"Cooperation in the age of intelligence"
The World Economic Forum 2025 is dedicated to a wide range of topics, including geopolitical tensions, economic growth and the transition to clean energy. At the same time, tech, AI, quantum computing & biotech also play an important role.
As always, there will be posts on all relevant topics from @HennRes & @Michael-official will be published. Under the #wef2025 you will be able to view all posts in chronological order.
Main topics:
Participants from politics & business.
Over 350 government representatives, including 60 heads of state & government, 1600 people from the private sector, including 900 CEOs and over 170 people from NGOs, trade unions, academia and indigenous peoples are also present.
The key figures from politics are:
Executives from the private sector (who are expected/ not offical)
Technology sector
Financial sector
Banking sector
Industry sector
... and many more from the Tech, Banking, AI, Biotech, Pharma, Industrial, etc. sectors.
🔹 Net Revenue: $16.2B (Est. $15.06B) 🟢; UP +26% YoY
🔹 EPS: $2.22 (Est. $2.20) 🟢
🔹 Equity Trading Revenue: $3.33B (Est. $2.63B) 🟢; UP +51% YoY
🔹 Fixed Income Revenue: $1.93B (Est. $1.68B) 🟢; UP +35% YoY
Segments Revenue:
Institutional Securities
🔹 Net Revenue: $7.3B; UP +47% YoY
🔹 Investment Banking: $1.64B; UP +25% YoY
🔹 Advisory: $779M; UP +11% YoY
🔹 Equity Underwriting: $455M; UP +102% YoY
🔹 Fixed Income Underwriting: $407M; UP +4% YoY
🔹 Equity Trading: $3.33B (Est. $2.63B) 🟢; UP +51% YoY
🔹 Fixed Income: $1.93B (Est. $1.68B) 🟢; UP +35% YoY
Wealth Management
🔹 Net Revenue: $7.48B (Est. $7.32B) 🟢; UP +13% YoY
🔹 Asset Management Revenue: $4.42B; UP +24% YoY
🔹 Transactional Revenue (Fees): $973M; DOWN -11% YoY
🔹 Net Interest Income: $1.89B; UP +2% YoY
🔹 Fee-Based Client Assets: $2.35T; UP +18% YoY
🔹 Net New Assets: $56.5B in Q4; $251.7B for FY 2024
Investment Management
🔹 Net Revenue: $1.64B; UP +12% YoY
🔹 Asset Management Revenue: $1.56B; UP +11% YoY
🔹 Performance-Based Revenue (Fees): $88M; UP +44% YoY
🔹 Assets Under Management (AUM): $1.67T; UP +14% YoY
Key Operational Metrics
🔹 Net Interest Income: $2.55B (Est. $2.0B) 🟢; UP +35% YoY
🔹 Total Deposits: $376.01B (Est. $365.27B) 🟢
🔹 Return on Tangible Common Equity (ROTCE): 20.2% (vs. 8.4% YoY)
🔹 Expense Efficiency Ratio: 69% (vs. 84% YoY)
Additional Highlights
Capital Returns
🔸 $750M in share repurchases during Q4; $3.25B for FY 2024
🔸 Declared $0.925/share quarterly dividend
Credit Quality
🔸 Provision for Credit Losses: $115M (vs. $3M YoY), driven by corporate loan growth
CEO Commentary
🔸 “Morgan Stanley capped one of the strongest years in our history, with robust performance across all segments. We’re executing on strategy, strengthening culture, and creating long-term value for shareholders.” – Ted Pick, CEO
"The US economy has proven to be robust. Unemployment remains relatively low and consumer spending remained strong through the vacation season. Businesses are more optimistic about the economy and are encouraged by expectations of a more growth-oriented agenda and improved cooperation between government and business."
"However, two significant risks remain. Current and future spending needs are likely to be inflationary and therefore inflation could persist for some time. In addition, geopolitical conditions remain the most dangerous and complicated since the Second World War. As always, we hope for the best, but are preparing the company for a variety of scenarios."
$C (-0.19%) , $WFC (-0.12%) , $BAC (-0.15%) , $DBK (+0.58%) , $SOFI (+1.7%) , $BLK (+0.16%) , $MS (-0.3%) , $HSBA (-0.33%) ,
Very strong result
Q4 Segment Performance:
Consumer & Community Banking (CCB):
Commercial & Investment Bank (CIB):
Asset & Wealth Management (AWM):
Operational Metrics:
Capital Distribution:
Financial Overview:
Comment from CEO Jamie Dimon:
Strategic focus and outlook:
$SOFI (+1.7%) 🚀, $WFC (-0.12%) , $JPM (-0.27%) , $MS (-0.3%) , $C (-0.19%) , $BLK (+0.16%)
Very strong result
Q4 Segment Performance:
Consumer & Community Banking (CCB):
Commercial & Investment Bank (CIB):
Asset & Wealth Management (AWM):
Operational Metrics:
Capital Distribution:
Financial Overview:
Comment from CEO Jamie Dimon:
Strategic focus and outlook:
$SOFI (+1.7%) 🚀, $WFC (-0.12%) , $JPM (-0.27%) , $MS (-0.3%) , $C (-0.19%) , $BLK (+0.16%)
Hello getquin community!
I recently came across this platform and signed up straight away to track my portfolio more clearly. For the most part, entering my transactions worked well, but I had to enter some positions manually, especially my gold savings plans (I use the average price to simplify this). Before I share my portfolio with you and look forward to your opinions and suggestions for improvement, I'd like to briefly introduce myself:
My name is Burhan, I'm 29 years old and I come from a town in North Rhine-Westphalia. I work in the insurance industry and am completing two part-time degree courses at the same time (because free time is overrated 😉):
My way into the world of (small) investors:
I started investing - or rather, trading and chart analysis - when I was 18. Back then, I invested small amounts in leveraged products such as the DAX or WTI oil. Although I made more profits than losses during this time, I learned an important lesson: it is crucial to regularly check take-profit and stop-loss levels in order to avoid capital losses.
However, I only started investing for the long term in 2019. My first step was a savings plan with EUR 25 per month in a fund from Deka ($D6RM (+0.03%) ) - the first dividend I received was a small sense of achievement for me. Later came savings plans for individual shares ($LHA (-0.47%) and $SHA) and commodities ($965515 (+0.67%)) were added. I also used my employer's capital-forming benefits (EUR 40 per month) to further expand my investment in the Deka fund.
My current investment strategy:
Over the last few years, I have tried out and learned a lot and finally developed my personal strategy:
1. basic ETFs:
With the $VHYL (-0.51%) and the $FUSD (-0.34%) I would like to create a stable foundation.
2.
Individual shares:
Here I deliberately focus on non-US companies (with a few exceptions) in order to diversify my portfolio and reduce the US dominance somewhat.
My selection criteria for individual stocks:
- approx. 1 %combined with an average dividend increase of 10 % over the last 5 or 10 years, or
- approx. 2,5 %combined with an average dividend increase of 5 % over the last 5 and 10 years respectively.
For example: $MS (-0.3%) / $GGG (+0.21%) / $CS (+0.38%) / $ASML (+1.17%) / $MUV2 (+3.94%) / $CNQ (+0.16%) / $MC (+1.36%) / $TKA (-0.56%) / $DHL (-1.06%)
3. Gold:
My gold savings plan is still running because diversification is important - and a little sparkle in the portfolio never hurts.
4. Cryptocurrencies:
The proportion is deliberately low and I plan to concentrate only on $BTC (-1.09%) in the future. Everything else will probably be dropped soon.
5. Cash:
Part of my capital is in a call money account so that I can react flexibly to opportunities or unexpected events - who knows when the next dip will come.
The aim of the asset class allocation:
- 37.50 % ETFs
- 37.50 % individual shares
- 10.00 % commodities
- 5.00 % cryptocurrencies
- 10.00 % Cash
In addition, a good deal is currently underway to buy real estate (purpose: rental) - I am still curious.
I hope my first post wasn't too long and that you've made it this far! 😉 I look forward to your feedback, opinions and tips - keep them coming!
Morgan Stanley
$MS (-0.3%) is planning to launch E-Trade trading with cryptocurrencies on the platform via its subsidiary E-Trade, reports The Information.
Graphic: ismagilov
BREAKING NEWS: $SOFI (+1.7%) - The Biden administration has withdrawn its plan to forgive student loan debt for some 38 million Americans.
This should finally put it off the table.
To put it in perspective, although the Supreme Court had already ruled it unconstitutional, borrowers were once again to be exempt from paying interest on regular payments, receive US$10,000 debt forgiveness and not have to repay the loan at all below certain income limits. This new plan/attempt has now been dropped, resulting in $SOFI (+1.7%) has led to a lack of income during Corona.
Who $SOFI (+1.7%) do not yet know, please take a look:
🎅🎄🌲🚀
$JPM (-0.27%) , $MS (-0.3%) , $BAC (-0.15%) , $C (-0.19%) , $WFC (-0.12%)
$NU (-0.61%) - Morgan Stanley $MS (-0.3%) - Top Latam Financial Pick - Report release after mid-November earnings :
PS: $NU (-0.61%) Holds the record for the fastest time to sign up 100 million users 🚀
Morgan Stanley sets Hyundai
$HYUD
$005380 to "overweight" and sees resilience to US tariffs
Morgan Stanley $MS (-0.3%) resumed coverage of Hyundai Motor with a positive rating, stating that the automaker is better positioned to survive US trade tariffs than most of its global peers.
MS gave Hyundai an "overweight" rating with a price target of 300,000 won, representing 37% upside from the stock's current price level.
The positive rating comes against the backdrop of a sharp decline in Hyundai's share price from recent highs. However, MS analysts explained that most of the negative aspects of Hyundai are already priced into the correction.
"We believe the company's product mix and geographic footprint offer relatively better profit/margin protection compared to its global peers," the MS analysts wrote in a note.
MS also cited that the recent listing of Hyundai's Indian unit, Hyundai Motor India, was a catalyst for the stock.
Top creators this week
