By Peet Serfontein & Khumbulani Kunene
MSCI is a leading provider of critical decision support tools and solutions for the global investment community. The company creates industry-leading, research-enhanced solutions that clients use to gain insight and improve transparency across the investment process. Its products and services include indexes, portfolio construction and risk management tools, sustainability and climate solutions, and private asset data and analysis.
MSCI's flagship benchmarks, such as the MSCI World and Emerging Markets indices, are followed by asset managers, pension funds and ETF providers worldwide. The company aims to enable its clients to understand and analyse key drivers of risk and return and confidently and efficiently build portfolios that are more effective.
Technically, the formation of a symmetrical triangle, coupled with the potential for an upside breakout that aligns with prevailing market momentum, strengthens the bullish outlook and presents a promising investment opportunity (see the converging black trendlines on the main chart). This pattern can signal a period of consolidation where buying and selling pressure gradually converge, pointing to upside price potential and supporting a bullish case. As the range narrows, it often reflects accumulation ahead of a decisive breakout. A breakout to the upside confirms renewed bullish momentum.
The clustering of historical trading activity around current price levels provides a strong base, which also supports a bullish bias for the stock (see the insert on the main chart). The price distribution chart highlights that the price of $567.02 is near the upper end of its five-year trading range, but within an area of historically active trading volumes.
Muted upside price momentum per the MACD histogram, as well as the sideways trajectory of the on-balance volume (OBV) indicator supports our bullish view.
| Share Information | |
|---|---|
| Share Code | MSCI |
| Industry | Financial Services |
| Market Capital (USD) | 43.87 billion |
| One Year Total Return | 3.16% |
| Return Year-to-Date | -4.60% |
| Current Price (USD) | 567 |
| 52 Week High (USD) | 642 |
| 52 Week Low (USD) | 487 |
| Financial Year End | December |
| The price is testing its 200-day simple moving average (SMA) as support | |
| Consensus Expectations (Bloomberg) | ||||
|---|---|---|---|---|
| FY24 | FY25E | FY26E | FY27E | |
| Headline Earnings per Share (USD) | 15.20 | 17.05 | 19.18 | 21.38 |
| Growth (%) | 12.18 | 12.45 | 11.49 | |
| Dividend Per Share (USD) | 6.40 | 7.25 | 7.79 | 8.54 |
| Growth (%) | 13.22 | 7.48 | 9.68 | |
| Forward PE (times) | 33.25 | 29.75 | 26.52 | |
| Forward Dividend Yield (%) | 1.28 | 1.37 | 1.51 | |
| Medium-term growth prospects remain positive for the group, with momentum expected to improve over the next few financial periods. | ||||
Buy/Sell Rationale:
Technical Analysis:
Fundamental view
| Share Name and Position | ADP - Stop loss (Close the position) |
ETN - Buy (Continue to hold) |
KMI - Buy (Continue to hold) |
|---|---|---|---|
| Entry | 308.64 | 334.86 | 26.74 |
| Current Price | 292.39 | 371.19 | 27.21 |
| Movement | -5.3% | +10.8% | +1.8% |
| Comment | The price breached our stop-loss level, and we closed the position. |
A price that seems to be developing wave b of the Elliott Wave price theory remains of interest. Remains above its 200-day SMA. The start of upside price momentum is supportive.
Our profit target is $395.00 with a trailing stop-loss at $347.00. |
The combination of a sustained uptrend in price and supportive AI-based forecasts remains of interest. Testing its 200-day simple moving average. Fading downside price momentum is supportive.
Our profit target is $30.00 with a trailing stop-loss at $25.00. |
| Time to exit | 28 April 2026 | 7 November 2025 |
| Share Name and Position | MCD - Buy (Continue to hold) |
SKY - Buy (Continue to hold) |
COST - Buy (Continue to hold) |
|---|---|---|---|
| Entry | 299.17 | 380.86 | 979.25 |
| Current Price | 303.29 | 376.62 | 952.07 |
| Movement | +1.4% | -1.1% | -2.8% |
| Comment |
A well-defined inclining channel pattern remains of interest. Testing its 200-day simple moving average. Fading upside price momentum is a concern.
Our profit target is $331.00 with a trailing stop-loss at $290.00. |
Strong seasonal strength in the price remains of interest. Testing its 200-day simple moving average. The start of downside price momentum is a concern.
Our profit target is $428.00 with a trailing stop-loss at $365.00. |
A historically strong fourth-quarter performance remains of interest. Dipped below its 200-day simple moving average. The start of downside price momentum is a concern.
Our profit target is $1 100.00 with a trailing stop-loss at $950.00. |
| Time to exit | 1 October 2025 | 28 October 2025 | 10 December 2025 |
| Share Name and Position | BMY - Buy (Continue to hold) |
|---|---|
| Entry | 48.34 |
| Current Price | 46.34 |
| Movement | -4.1% |
| Comment | <
The appearance of a buy signal according to the Bollinger Bands indicator remains of interest. Remains below its 200-day simple moving average and the trade idea is regarded as a counter-trend strategy. Fading upside price momentum is a concern.
Our profit target is $56.00 with a trailing stop-loss at $45.20. |
| Time to exit | 12 November 2025 |
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