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Search resuls for: "Martijn Rats"


7 mentions found


☆ Morgan Stanley sees 'hot summer' ahead for energy sector, gives its favorite picks
  + stars: | 2024-04-12 | by ( Spencer Kimball | ) www.cnbc.com   time to read: +2 min
A robust oil outlook on stronger-than-expected demand this year should provide a "hot summer" for energy stocks, according to Morgan Stanley. The investment bank has upgraded the energy sector to "attractive" as crude oil demand forecasts have improved on better-than-expected growth in the major economies. Morgan Stanley's top picks to play the oil rally are BP , TotalEnergies and Repsol . Strong demand combined with geopolitical risk should support Brent prices of $94 a barrel by the end of the summer, according to Rats and his colleagues. BP YTD mountain BP shares year to date BP stands out with a compelling distribution yield of nearly 11%, according to Morgan Stanley analysts.
Persons: Morgan Stanley, Morgan Stanley's, Martijn, Brent, Morgan Organizations: BP Locations: Ukraine
☆ Oil prices could rise more than expected this summer, Morgan Stanley strategist says
  + stars: | 2024-03-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil prices could rise more than expected this summer, Morgan Stanley strategist saysMartijn Rats, chief commodities strategist at Morgan Stanley, says oil prices could rise more than expected this summer as demand comes roaring back.
Persons: Morgan Stanley, Martijn Rats
☆ Oil strategist says the market could be caught off guard by a crude spike this summer
  + stars: | 2024-03-13 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com   time to read: +1 min
Investors could be caught off guard by the strength of an oil price rally this summer, according to Morgan Stanley 's Martijn Rats. Brent futures have largely been trading in a narrow $75 to $85 interval since the start of the year. "There is a view in the market that the non-OPEC producers can meet all of the demand growth this year and therefore there isn't much incremental room for OPEC oil and that means you rely on continued OPEC cuts," Rats said. "Now, they are doing that, but people think that that dynamic for now puts a little bit of a cap on the price. I think the summer could be tighter than people expect but this is the dynamic that currently exists."
Persons: Morgan Stanley, We've Organizations: Federal Reserve, Brent, U.S, West Texas Locations: London
☆ Tuesday's analyst calls: Retail stocks that can win, Peloton gets downgraded
  + stars: | 2023-11-07 | by ( Pia Singh Fred Imbert | Pia Singh | Fred Imbert | ) www.cnbc.com   time to read: +8 min
(This is CNBC Pro's live coverage of Tuesday's analyst calls and Wall Street chatter. Meanwhile, Deutsche Bank downgraded Peloton to hold from buy, slashing its price target on the stock. ET: Deutsche Bank downgrades Peloton on challenging near-term outlook Deutsche Bank analyst Lee Horowitz downgraded Peloton to hold from buy Tuesday, slashing their price target to $4 from $13 per share. Rats gave a €71.0, or $75.84, price target on the stock, implying shares could jump 14%. Ralph Lauren (price target: $130, pointing to 13% upside): The analyst noted Ralph Lauren's "consistent execution" should allow the stock to hold its premium valuation relative to peers.
Persons: Vivek Arya, Arya, — Pia Singh, Lee Horowitz, Horowitz, Peloton's, Morgan Stanley Morgan Stanley, Martijn Rats, Steven Shemesh, Shemesh, Lowe's, Ralph Lauren, Michael Binetti, Binetti, Ralph Lauren —, TJX, Ralph Lauren's, Fred Imbert Organizations: CNBC, ISI, Nike, Deutsche Bank, RBC Capital Markets, Semiconductor, EV, BofA Bank of America, Carbide, Silicon Carbide, TAM, Depot, PCE, TJX, Athletic Locations: France
☆ Is there a need for oil demand destruction? We're 'not quite there,' Morgan Stanley says
  + stars: | 2023-10-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIs there a need for oil demand destruction? We're 'not quite there,' Morgan Stanley saysMartijn Rats, global commodities strategist and head of the European energy team in equity research at Morgan Stanley, speaks to CNBC's Dan Murphy at ADIPEC in Abu Dhabi about the outlook for the oil market in 2024.
Persons: Morgan Stanley, Martijn, CNBC's Dan Murphy Locations: ADIPEC, Abu Dhabi
☆ There could be a 'significant slowdown' in global oil demand growth in 2024: Morgan Stanley
  + stars: | 2023-08-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere could be a 'significant slowdown' in global oil demand growth in 2024: Morgan StanleyMartijn Rats of Morgan Stanley discusses the outlook for oil markets and says "this year is probably the last year of the … Covid recovery in demand."
Persons: Morgan Stanley Martijn, Morgan Stanley
☆ OPEC+ cut signals underlying weakness in the market, analyst says
  + stars: | 2023-04-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOPEC+ cut signals underlying weakness in the market, analyst saysMartijn Rats, chief commodities strategist at Morgan Stanley, speaks to CNBC about OPEC's surprise oil production cut.
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