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Top related persons:
Morgan Stanley - 1 Joshua Pokrzywinski - 1 Pokrzywinski - 1 Emerson - 1 He's - 1 CNBC's Michael Bloom - 1
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Top related orgs:
Carrier - 1 Viessmann - 1 Fire - 1 Security - 1 General Electric - 1 European Commission - 1

Search resuls for: "Joshua Pokrzywinski"


3 mentions found


☆ Morgan Stanley says this HVAC stock lacks near-term catalysts
  + stars: | 2023-06-08 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Carrier Global 's long-term potential is currently overshadowed by a catalyst-free near term, Morgan Stanley warned. Analyst Joshua Pokrzywinski downgraded the HVAC stock to equal weight from overweight and cut his price target by $2. "But view the lack of near-term catalysts and relative resilience vs. other HVAC names as an opportunity to focus elsewhere for the next few quarters." Pokrzywinski said recent portfolio announcements put the company on track for "significant growth acceleration and rerating potential" in the next one to two years. Still, he said a pure-play HVAC business could rerate as high as Trane levels, which would mean an upside of 18% to Carrier's valuation.
Persons: Morgan Stanley, Joshua Pokrzywinski, Pokrzywinski, Emerson, He's, CNBC's Michael Bloom Organizations: Carrier, Viessmann, Fire, Security, General Electric, European Commission
☆ Morgan Stanley says this manufacturing stock is a top pick thanks to its strong fundamentals
  + stars: | 2023-03-28 | by ( Brian Evans | Https | Twitter.Com Briansyndicates | ) www.cnbc.com   time to read: +1 min
Emerson Electric could see solid gains going forward, driven by strong fundamentals and corporate discipline, according to Morgan Stanley. Emerson Electric shares have struggled in 2023, losing nearly 14%. EMR YTD mountain Emerson Electric is a top pick for Morgan Stanley on strong fundamentals and its pursuit of National Instruments. Morgan Stanley also thinks Emerson will avoid overpaying for National Instruments thanks to "a better view on discipline and more constructive view on synergy potential" from Emerson management. National Instruments has been pursuing a sale recently.
☆ Morgan Stanley sees this industrial robotics stock as an 'automation pure play'
  + stars: | 2023-02-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Despite being in a weird moment as a business, Morgan Stanley said Rockwell Automation is still a good way to play the automation trend. Analyst Joshua Pokrzywinski has an overweight rating on the industrial robotics and automation stock. Rockwell focuses on industrial automation — increasingly attractive as businesses look to find a substitute for labor, and to trim labor costs. Pokrzywinski called Rockwell an "automation pure play," noting it's in the middle of an "unusual" business cycle. Those investments could result in a 4% to 5% annual growth in capital spending on U.S. manufacturing, according to Morgan Stanley estimates.
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