Investing.com – Morgan Stanley advised investors to favor defensive and diversified energy values, as it reduced benefits estimates throughout the service sector and equipment for oil deposits in the midst of moderate macroeconomic perspectives by 2025.
The firm highlighted Hughes baker (Nasdaq 🙂 and Graphic industries (NYSE 🙂 as the best options in terms of exposure to gas markets, operational expense, digital solutions and new energy opportunities. He also pointed out Tenaris (Bit 🙂 as a beneficiary of the increase in prices of tubular products in US oil and solid shares of shares.
While Morgan Stanley (NYSE 🙂 He expressed caution about Nov Inc due to lower number of platforms and a weaker maintenance expense, and on small capitalization actors such as Profrac and transocean (NYSE 🙂 Given the winds against the short term.
The broker maintained a preference for gas over oil, emphasizing opportunities in non -upstream oil and gas segments and incipient areas of high growth such as digital and renewable energy.
Morgan Stanley hopes that the main ofse markets, including the American shale and drilling on the high seas, remain stable in the short term and that growth resumes in 2026.
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