Morgan Stanley Investment Bank Deal List Leak Draws Market Attention영어 원문
Leaked list includes 100+ pending deals; firm rushes to check fallout, market worries about info leak risks
첫날 -0.9% · 5일 후 -5.2%
›전개 과정 2회
2026-09-23Leak of closely guarded client deal details highlights information-handling risks
2026-09-25Leaked list includes 100+ pending deals; firm rushes to check fallout, market worries about info leak risks
규제
Judge Lifts White House Ban, Restores Access for MS NOW and Others영어 원문
Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
첫날 +1.7% · 5일 후 -6.1%
›전개 과정 3회
2026-09-21MS NOW joins CNN and Politico in lawsuit against Trump admin over White House access denial
2026-09-22Court hearing Wednesday over White House ban; Trump confronts CNN at UN, escalating dispute
2026-09-24Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
이전 이벤트 22건›
M&A·자금조달호재
Morgan Stanley Leads Anthropic IPO Set for October영어 원문
Bank to earn significant fees, cementing AI capital markets leadership
첫날 -0.7% · 5일 후 -4.6%
›전개 과정 2회
2026-09-05Anthropic nears $15B credit facility pre-IPO; MS and GS awarded top roles in potential $2T listing
2026-09-18Bank to earn significant fees, cementing AI capital markets leadership
기업악재
Morgan Stanley among banks pressured as BofA flags soft Q3 trading outlook영어 원문
BofA CEO says Q3 sales/trading 'relatively flat', sparking sector selloff; MS down ~3.4-3.8%
첫날 -0.1% · 5일 후 -3.0%
기업
Morgan Stanley launches $1.5T US innovation infrastructure initiative영어 원문
Company announces large-scale innovation infrastructure initiative, facilitating approximately $1.5 trillion
첫날 -0.1% · 5일 후 +1.2%
제품호재
Morgan Stanley Launches Spot Ethereum and Solana ETFs영어 원문
Expands crypto lineup after Bitcoin ETF, 0.14% expense ratio
첫날 +0.4% · 5일 후 +1.9%
기타
Anthropic ARR Hits $74.3B, Surpassing AmEx, Eli Lilly, IBM영어 원문
AI firm's revenue scale nears financial giants, highlighting strong AI supply chain demand
첫날 -1.4% · 5일 후 +2.6%
M&A·자금조달
Morgan Stanley Infrastructure to Acquire Epic Energy영어 원문
MSIP plans to acquire energy assets, expanding infrastructure investment footprint
첫날 +0.0% · 5일 후 -1.6%
M&A·자금조달
Morgan Stanley Real Estate Investing Acquires French Logistics Portfolio영어 원문
MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
첫날 -0.3% · 5일 후 -1.9%
›전개 과정 2회
2026-07-24MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
2026-07-24MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
M&A·자금조달
Dyne Therapeutics Announces $300M Public Offering, MS Underwrites영어 원문
MS underwrites Dyne's $300M offering with $45M greenshoe option.
첫날 +1.0% · 5일 후 -7.0%
›전개 과정 2회
2026-07-22MS is among underwriters for Dyne's $300M public offering, a company deal
2026-07-22MS underwrites Dyne's $300M offering with $45M greenshoe option.
M&A·자금조달호재
Multiple Institutions Adjust MS Stakes in Q1; Andra AP Increases by 784%영어 원문
Andra AP fonden boosted stake by 783.9%, Boston Common cut 8.4%, Dimensional lifted 0.9%, indicating divergent institutional views
첫날 +2.6% · 5일 후 -2.2%
M&A·자금조달호재
Andra AP Increases Morgan Stanley Stake by 783.9%영어 원문
New disclosure shows Andra AP's substantial Q1 position increase in MS
첫날 +2.6% · 5일 후 -2.2%
›전개 과정 2회
2026-07-21Andra AP +783.9%, Boston Common -8.4%, Dimensional +0.9%
2026-07-21New disclosure shows Andra AP's substantial Q1 position increase in MS
실적호재
Morgan Stanley Q2 Record, Strong Client Activity영어 원문
Q2 call cites record results, strong client activity across segments
첫날 -0.5% · 5일 후 -4.6%
›전개 과정 5회
2026-07-13Multiple sources confirm earnings season start, MS report date set, bank beats possible
2026-07-15Record Q2 revenue/profit beat; stock at all-time high, extending earnings season theme
2026-07-15EPS $3.46 beat, net revenue $21.35B, strong IB and equities, client assets top $10T
2026-07-18Q2 call cites strong client activity; AlphaSense sentiment index up 24 pts, confirming earnings momentum
2026-07-18Q2 call cites record results, strong client activity across segments
실적악재
Morgan Stanley Q2 Post-Earnings Pressure, Double Top Setup in Focus영어 원문
Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
첫날 -0.5% · 5일 후 -4.6%
›전개 과정 7회
2026-07-11Multiple sources confirm earnings date as bank earnings season kicks off
2026-07-13Multiple independent sources confirm earnings date and list it as key event this week
2026-07-13Multiple independent sources confirm date and bank earnings kickoff; no new facts
2026-07-15Record Q2 revenue and profit beat Wall Street expectations, driving stock to new 52-week highs
2026-07-15Q2 EPS $3.46 beat, record net revenue $21.35B, strong IB, client assets >$10T, dividend raised 15%
2026-07-16Post-earnings stock performance cited by multiple sources, alongside market risk analysis mentioning MS with peers
2026-07-17Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
애널리스트호재
Freedom Broker: 투자의견 상향 → Buy
첫날 -1.3% · 5일 후 -0.5%
실적
실적 발표영어 원문
Q2 revenues exceeded $21 billion with record EPS of $3.46; first half 2026 revenues reached $42 billion with $6.90 EPS and 27% return on tangible equity
첫날 +0.4% · 5일 후 -4.4%
배당호재
배당 15% 인상 (→ $1.15)
첫날 +0.4% · 5일 후 -4.4%
애널리스트악재
Oppenheimer downgrades Morgan Stanley to Underperform영어 원문
Multiple sources confirm downgrade due to rich valuations and less attractive risk/reward
첫날 +1.3% · 5일 후 +4.8%
애널리스트악재
Oppenheimer: 투자의견 하향 → Underperform
첫날 -1.3% · 5일 후 +4.3%
M&A·자금조달호재
Morgan Stanley Raises Dividend by 15 Cents to $1.15, Authorizes $20B Buyback영어 원문
Following Fed stress test pass, multiple banks announce dividend hikes and buybacks; MS among them
첫날 +0.5% · 5일 후 -3.2%
기업악재
Morgan Stanley Private Credit Fund Caps Redemptions at 5%영어 원문
North Haven Private Income Fund redemption requests rose to 11.6%, exceeding the 5% cap for a second straight quarter, raising liquidity concerns
첫날 -2.7% · 5일 후 -3.6%
기업
Morgan Stanley Weighs $1.3B Dallas Office Tower영어 원문
Plans space for 4,800 jobs, 16-yr lease from 2031, following GS/BAC Texas moves
첫날 -0.5% · 5일 후 -7.5%
M&A·자금조달호재
Morgan Stanley pockets ~$100M in SpaceX IPO fees as co-lead영어 원문
WSJ reports fee amount; Bespoke confirms co-lead role and 62.4% 1-yr stock gain
첫날 -2.9% · 5일 후 +1.0%
›전개 과정 2회
2026-06-05IPO priced at $135, ~$1.8T valuation, pricing June 11
2026-06-13WSJ reports fee amount; Bespoke confirms co-lead role and 62.4% 1-yr stock gain
M&A·자금조달
Morgan Stanley and Goldman Sachs to Lead Anthropic IPO영어 원문
Polymarket traders price a 1-point race between MS and GS to lead the IPO
첫날 +1.4% · 5일 후 +3.7%
›전개 과정 3회
2026-05-21Multiple sources confirm MS's underwriting role in two potential trillion-dollar IPOs, implying significant fee income
2026-06-04Adds Anthropic as underwriting client, expanding tech IPO pipeline
2026-06-05Polymarket traders price a 1-point race between MS and GS to lead the IPO
관련 소식 · 이 종목은 주체가 아님
관련기업
테슬라, 세미 대량 생산 돌입 발표…10월 1일 로드스터 공개 예고
머스크, 두 라인업에 신제품 신호 추가: 상용차 생산 확대와 신형 스포츠카 공개 예고
첫날 -1.4% · 현재까지 -2.9%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
24건
기업
Morgan Stanley Investment Bank Deal List Leak Draws Market Attention영어 원문
Leaked list includes 100+ pending deals; firm rushes to check fallout, market worries about info leak risks
첫날 -0.9% · 5일 후 -5.2%
›전개 과정 2회
2026-09-23Leak of closely guarded client deal details highlights information-handling risks
2026-09-25Leaked list includes 100+ pending deals; firm rushes to check fallout, market worries about info leak risks
규제
Judge Lifts White House Ban, Restores Access for MS NOW and Others영어 원문
Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
첫날 +1.7% · 5일 후 -6.1%
›전개 과정 3회
2026-09-21MS NOW joins CNN and Politico in lawsuit against Trump admin over White House access denial
2026-09-22Court hearing Wednesday over White House ban; Trump confronts CNN at UN, escalating dispute
2026-09-24Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
M&A·자금조달호재
Morgan Stanley Leads Anthropic IPO Set for October영어 원문
Bank to earn significant fees, cementing AI capital markets leadership
첫날 -0.7% · 5일 후 -4.6%
›전개 과정 2회
2026-09-05Anthropic nears $15B credit facility pre-IPO; MS and GS awarded top roles in potential $2T listing
2026-09-18Bank to earn significant fees, cementing AI capital markets leadership
기업악재
Morgan Stanley among banks pressured as BofA flags soft Q3 trading outlook영어 원문
BofA CEO says Q3 sales/trading 'relatively flat', sparking sector selloff; MS down ~3.4-3.8%
첫날 -0.1% · 5일 후 -3.0%
기업
Morgan Stanley launches $1.5T US innovation infrastructure initiative영어 원문
Company announces large-scale innovation infrastructure initiative, facilitating approximately $1.5 trillion
첫날 -0.1% · 5일 후 +1.2%
이전 이벤트 19건›
제품호재
Morgan Stanley Launches Spot Ethereum and Solana ETFs영어 원문
Expands crypto lineup after Bitcoin ETF, 0.14% expense ratio
첫날 +0.4% · 5일 후 +1.9%
기타
Anthropic ARR Hits $74.3B, Surpassing AmEx, Eli Lilly, IBM영어 원문
AI firm's revenue scale nears financial giants, highlighting strong AI supply chain demand
첫날 -1.4% · 5일 후 +2.6%
M&A·자금조달
Morgan Stanley Infrastructure to Acquire Epic Energy영어 원문
MSIP plans to acquire energy assets, expanding infrastructure investment footprint
첫날 +0.0% · 5일 후 -1.6%
M&A·자금조달
Morgan Stanley Real Estate Investing Acquires French Logistics Portfolio영어 원문
MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
첫날 -0.3% · 5일 후 -1.9%
›전개 과정 2회
2026-07-24MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
2026-07-24MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
M&A·자금조달
Dyne Therapeutics Announces $300M Public Offering, MS Underwrites영어 원문
MS underwrites Dyne's $300M offering with $45M greenshoe option.
첫날 +1.0% · 5일 후 -7.0%
›전개 과정 2회
2026-07-22MS is among underwriters for Dyne's $300M public offering, a company deal
2026-07-22MS underwrites Dyne's $300M offering with $45M greenshoe option.
M&A·자금조달호재
Multiple Institutions Adjust MS Stakes in Q1; Andra AP Increases by 784%영어 원문
Andra AP fonden boosted stake by 783.9%, Boston Common cut 8.4%, Dimensional lifted 0.9%, indicating divergent institutional views
첫날 +2.6% · 5일 후 -2.2%
M&A·자금조달호재
Andra AP Increases Morgan Stanley Stake by 783.9%영어 원문
New disclosure shows Andra AP's substantial Q1 position increase in MS
첫날 +2.6% · 5일 후 -2.2%
›전개 과정 2회
2026-07-21Andra AP +783.9%, Boston Common -8.4%, Dimensional +0.9%
2026-07-21New disclosure shows Andra AP's substantial Q1 position increase in MS
실적호재
Morgan Stanley Q2 Record, Strong Client Activity영어 원문
Q2 call cites record results, strong client activity across segments
첫날 -0.5% · 5일 후 -4.6%
›전개 과정 5회
2026-07-13Multiple sources confirm earnings season start, MS report date set, bank beats possible
2026-07-15Record Q2 revenue/profit beat; stock at all-time high, extending earnings season theme
2026-07-15EPS $3.46 beat, net revenue $21.35B, strong IB and equities, client assets top $10T
2026-07-18Q2 call cites strong client activity; AlphaSense sentiment index up 24 pts, confirming earnings momentum
2026-07-18Q2 call cites record results, strong client activity across segments
실적악재
Morgan Stanley Q2 Post-Earnings Pressure, Double Top Setup in Focus영어 원문
Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
첫날 -0.5% · 5일 후 -4.6%
›전개 과정 7회
2026-07-11Multiple sources confirm earnings date as bank earnings season kicks off
2026-07-13Multiple independent sources confirm earnings date and list it as key event this week
2026-07-13Multiple independent sources confirm date and bank earnings kickoff; no new facts
2026-07-15Record Q2 revenue and profit beat Wall Street expectations, driving stock to new 52-week highs
2026-07-15Q2 EPS $3.46 beat, record net revenue $21.35B, strong IB, client assets >$10T, dividend raised 15%
2026-07-16Post-earnings stock performance cited by multiple sources, alongside market risk analysis mentioning MS with peers
2026-07-17Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
애널리스트호재
Freedom Broker: 투자의견 상향 → Buy
첫날 -1.3% · 5일 후 -0.5%
실적
실적 발표영어 원문
Q2 revenues exceeded $21 billion with record EPS of $3.46; first half 2026 revenues reached $42 billion with $6.90 EPS and 27% return on tangible equity
첫날 +0.4% · 5일 후 -4.4%
배당호재
배당 15% 인상 (→ $1.15)
첫날 +0.4% · 5일 후 -4.4%
애널리스트악재
Oppenheimer downgrades Morgan Stanley to Underperform영어 원문
Multiple sources confirm downgrade due to rich valuations and less attractive risk/reward
첫날 +1.3% · 5일 후 +4.8%
애널리스트악재
Oppenheimer: 투자의견 하향 → Underperform
첫날 -1.3% · 5일 후 +4.3%
M&A·자금조달호재
Morgan Stanley Raises Dividend by 15 Cents to $1.15, Authorizes $20B Buyback영어 원문
Following Fed stress test pass, multiple banks announce dividend hikes and buybacks; MS among them
첫날 +0.5% · 5일 후 -3.2%
기업악재
Morgan Stanley Private Credit Fund Caps Redemptions at 5%영어 원문
North Haven Private Income Fund redemption requests rose to 11.6%, exceeding the 5% cap for a second straight quarter, raising liquidity concerns
첫날 -2.7% · 5일 후 -3.6%
기업
Morgan Stanley Weighs $1.3B Dallas Office Tower영어 원문
Plans space for 4,800 jobs, 16-yr lease from 2031, following GS/BAC Texas moves
첫날 -0.5% · 5일 후 -7.5%
M&A·자금조달호재
Morgan Stanley pockets ~$100M in SpaceX IPO fees as co-lead영어 원문
WSJ reports fee amount; Bespoke confirms co-lead role and 62.4% 1-yr stock gain
첫날 -2.9% · 5일 후 +1.0%
›전개 과정 2회
2026-06-05IPO priced at $135, ~$1.8T valuation, pricing June 11
2026-06-13WSJ reports fee amount; Bespoke confirms co-lead role and 62.4% 1-yr stock gain
M&A·자금조달
Morgan Stanley and Goldman Sachs to Lead Anthropic IPO영어 원문
Polymarket traders price a 1-point race between MS and GS to lead the IPO
첫날 +1.4% · 5일 후 +3.7%
›전개 과정 3회
2026-05-21Multiple sources confirm MS's underwriting role in two potential trillion-dollar IPOs, implying significant fee income
2026-06-04Adds Anthropic as underwriting client, expanding tech IPO pipeline
2026-06-05Polymarket traders price a 1-point race between MS and GS to lead the IPO
