Morgan Stanley emphasized five shares that have a lot of benefits, according to the analysts of the Investment Bank. The company says that companies such as Chewy are mandatory and that their shares have more room to run. The other names with overweight include: Ulta, Nurbank, Chart Industries and Coupang. Harts industry Morgan Stanley analyst Daniel Kutz doubles the shares of the gas and liquid company. The bank called the share a new top choice after her merger agreement with Flowserve at the beginning of June. “The deal pulls out important GTLS initiatives, but anyway, we consider GTLS's organic growth prospects as compelling and the head of the hand as a potential incremental valuation boost,” he wrote. Furthermore, Kutz Bullish is about the growth meters that the company has explained and believes that shares can be seriously undervalued if they are reached. Graph is also defensive in an uncertain macro -economic environment, with deals syngies that are too attractive to ignore. A combined graph and Flowserve “could fascinate what we consider as an already mandatory growth and relatively valuation story for GTLS shares”, he continued. The share has risen almost 18% in the last 12 months. Ulta Beauty shares of the beauty company are also too attractive to ignore at the current prices, according to analyst Simeon Gutman. Morgan Stanley said in a recent comment that comments from other colleagues in the beauty sector suggest that improving trends, which Gutman says it is good for Ulta. “While Ultas compares in 2H25, we suspect that the current guide is conservative, and paves [the] Get rid of the top considering the industrial prediction, “he wrote. Moreover, Gutman says that Ulta is confronted with at least tariff risk. In the meantime, shares are more than 22% higher in the past year.” We think [market] Winning shares, “said the analyst. Coupang The Korean e-commerce company was recently named a top choice of analyst Seyon Park.” The company continues to implement well, is relatively insulated by tariff risks and [is] a beneficiary of a weaker [U.S. dollar]”He wrote. Park says that competitors do not successfully cross to try to keep track of Coupang's market share profit. ” Coupang's fully integrated implementation and delivery capacity gives it a clear competitive advantage in the Ecomerce market of Korea, the shares of the benefits of the past three months, the shares of the past three months. Flywheel in Korea, “he said. Chewy” our deep dive in the clinic chance shows an insufficient expensive call option at an already mandatory story; Chwy is our top choice: Chewy launched his first veterinarian clinic last year and introduced the $ 40B market. Clinics must prove to be a strong standing segment with a mandatory economy of 4-wall unit and we estimate a ~ 2.5x-5.0x ROI per clinic. “Read more. Chart industries De Deal draws important GTLS initiatives, but anyway, we ask GTLS's organic growth spectives such as a potential of the Setlice is worth. We are sympathetic for this push-back, but in general our end market and macro-driver analysis support our opinion [the] Transaction offers advantages that can fascinate what we see as an already mandatory growth and relatively valuation story for GTLS shares. “Nubank” Despite the rising investor's interest in the Brazil segment, we believe that the market is still underestimating the ability to quickly become a leading player in this space. … We predict that by the end of 2026 a market share of 10% will reach the expectations of the sales side of only 3-4% in wage loan-versus. “Ulta”, while Ultas compares in 2H25 becomes a little more difficult, we suspect that the current guide is conservative, and Paves way for the top of the industry forecast. … Ulta is well positioned, given '25 is a low bar (Comps/EBIT-Marge guidelines of +0.8%/~ 11.8% in the center) and there is a minimum rate risk. We think that there is upside down, since Ulta retains his momentum in stock profits. “Coupang” The company continues to perform well is relatively insulated by the tariff risk and a beneficiary of a weaker USD. … the Producthomke Kommerce Vliekweel does not stop in Korea. … Coupang's fully integrated fulfillment and delivery capacity gives it a clear competitive advantage in the E -commerce market of Korea, which stimulates sustainable stock wins and operational leverage. “
