See Morgan Stanley Defense Performances as key in the challenging energy market investing.com
Investing.com – Morgan Stanley advised investors to favor defense, diverse energy supplies because it reduced the earnings of earnings in the oil field and equipment sector in the midst of muffled macroeconomic on the outside for 2025.
The company prominent Baker Hughes (Nasdaq 🙂 i Charts (NYSE 🙂 such as superior exposure to their exposure to gas markets, operational consumption, digital solutions and new energy capabilities. It also pointed to Tenaris (Bit 🙂 as a user of growth of American oil -only prices and robust redemption of the share.
While Morgan Stanley (NYSE 🙂 He expressed caution on the new Inc due to the lower forecasts of the number of devices and the lower maintenance costs, and to players with small drops such as Profrac and Transocean (NYSE 🙂 Given the short-term winds.
The brokerage house maintained a tendency for gas over oil, emphasizing the possibilities in oil and gas segments that are not in the upper part of the gas and inhabited areas of high growth such as digital and renewable energy.
Morgan Stanley expects large markets of OFSE, including American slate and drilling at sea, to remain flat in the short term, continuing in 2026.
