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Tuesday, January 19, 2016

=Morgan Stanley (MS) reported 4Q earnings on Tue 19 Jan 2016 (before open)

** charts before earnings **



** charts after earnings **



Morgan Stanley beats by $0.09, beats on revs :
  • Reports Q4 (Dec) earnings of $0.43 per share, excluding non-recurring items, $0.09 better than the Capital IQ Consensus of $0.34; revenues fell 0.3% year/year to $7.74 bln vs the $7.47 bln Capital IQ Consensus. 
  • Institutional Securities net revenues, excluding DVA were $3.5 billion reflecting continued strength in Equity sales and trading, solid results in Investment Banking and continued weakness in Fixed Income & Commodities sales and trading.
  • Wealth Management net revenues were $3.8 billion and pre-tax margin was 20%. Fee based asset flows for the quarter were $11.4 billion.
  • Investment Management reported net revenues of $621 million with assets under management or supervision of $406 billion.
  • At December 31, 2015, book value and tangible book value per common share were $35.24 and $30.26,20 respectively, based on ~1.9 billion shares outstanding.
  • "In the fourth quarter we took action to meaningfully restructure our Fixed Income business on a capital and expense basis. We enter 2016 with a continued focus on managing expenses across the Firm and driving up returns for our shareholders."
  • Peer: GS reports tomorrow morning,

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