Analysts at Morgan Stanley have said foldable handsets are the "next exciting upgrade in smartphone displays" and named several stocks set to benefit. "We regard foldable displays as the next big thing for smartphone displays," Morgan Stanley's analysts led by Derrick Yang wrote in a research note dated August 30. Samsung — which launched two folding handsets in July — is rated overweight by the bank (Morgan Stanley's overweight rating corresponds to a buy recommendation). U.S. company Corning , a Samsung supplier that makes damage-resistant Gorilla Glass, is also rated overweight by Morgan Stanley. We view Apple's entrance into foldable smartphones similarly," Morgan Stanley said.

---

Persons: Morgan Stanley, Morgan, Derrick Yang, Morgan Stanley's, Apple, …, Michael Bloom Organizations: Samsung, Corning, Apple Locations: U.S