摩根士丹利：亚洲市场_三个可行建议
摩根·2025-05-09 05:02
M Idea May 4, 2025 10:00 PM GMT Asia | Asia Pacific Three Actionable Ideas Amcor – OW | Grab Holdings – OW | AirTAC International – OW OW – Amcor (AMC.AX): The BERY transaction has the potential to deliver attractive earnings accretion. AMC's track record points to them being able to deliver on this potential, creating significant earnings growth and valuation upside. Upgrade to OW. OW – Grab Holdings (GRAB.O): Solid start to the year with profitable growth in a seasonally low quarter. Higher EBITDA guidanc ...