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Extraction Summary

4
People
6
Organizations
2
Locations
2
Events
2
Relationships
3
Quotes

Document Information

Type: Financial research alert / email
File Size:
Summary

This document is a Morgan Stanley financial research alert dated May 29, 2019, authored by Katy L. Huberty and distributed by Andrew Atlas. It analyzes Apple Inc.'s stock performance, specifically focusing on iPhone demand in China amidst trade tensions, tariffs, and the Huawei blacklist. The document appears to be part of a larger document production, indicated by the Bates stamp 'HOUSE_OVERSIGHT_033363', though the text itself contains no direct references to Jeffrey Epstein.

People (4)

Name Role Context
Katy L. Huberty Analyst/Author
CFA at Morgan Stanley, author of the research note
Andrew Atlas Sender
Sent the alert via email from Morgan Stanley
Tim Cook CEO of Apple
Cited regarding comments made on April 30th earnings call about iPhone demand
Donald Trump President of the United States
Cited regarding comments on Huawei and trade deals

Organizations (6)

Name Type Context
Morgan Stanley
Source of the research report
Apple Inc.
Subject of the financial analysis
Jigaung
Push-messaging service provider offering data on smartphone installed base
Huawei
Mentioned in the context of trade blacklists and negotiations
Morgan Stanley Wealth Management
Listed in disclosures
Morgan Stanley Smith Barney LLC
Listed in copyright/legal footer

Timeline (2 events)

April 30, 2019
Apple Earnings Call
N/A
Late June 2019
G20 Summit (Anticipated)
N/A

Locations (2)

Location Context
Primary market being analyzed for iPhone demand
Mentioned in context of trade authorities and broker-dealer registration

Relationships (2)

Andrew Atlas Employee Morgan Stanley
Email address is Andrew.Atlas@morganstanley.com
Katy L. Huberty Employee/Analyst Morgan Stanley
Listed as 'Katy L. Huberty, CFA – Morgan Stanley'

Key Quotes (3)

"it's possible that Huawei would be included in a trade deal"
Source
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Quote #1
"We expect shares to remain choppy, with a near-term floor around $160."
Source
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Quote #2
"Our estimates are unchanged but peer multiple contraction drives our SoTP-driven PT to $231 (from $240)."
Source
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Quote #3

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