Accessing Trade · Accessing Trade 1D 5D 1M 3M 6M 1Y 3Y 5Y FEB 02 $50.00 47.50 45.00 42.50 40.00...

6
Accessing Trade 1D 5D 1M 3M 6M 3Y 5Y 1Y FEB 02 $50.00 47.50 45.00 42.50 40.00 37.50 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan 2015 2016 High 49.59 High 49.59 Low 36.78 Low 36.78 Estimate Range: $0.59 - 0.50 Consensus Estimate: $0.55 Fourth Quarter Earnings Announcement Expected Tuesday February 02 20M 10M Volume OVERVIEW EARNINGS DIVIDENDS Previous Close Open Block Trade Count Bid [500] / Ask [200] Day Range Last Trade Size 52-Week Range Today’s Volume Average 30-Day Volume VWAP Beta $37.70 $36.96 13 $34.38 / 40.81 $36.90 – 37.72 165,297 $36.78 – 49.59 2,241,437 1,376,460 $37.00 1.06 1/14/2016 Earnings Per Share TTM Price / Earnings Ratio Forward P/E Price/Earnings to Growth Revenue $2.01 18.75 14.77 1.35 $5.30B 9/30/2015 9/30/2015 Dividend per Share $1.48 Morgan Stanley Research We raise 4Q15e EPS by +3% due to benign cat losses. Energy, high-yield, and alternative are pockets of investment concerns. Key themes for 2016: 1) fundamental headwinds persist; 2) rising rates... P&C Insurance: 4Q15 Preview and 2016 Key Themes Jan 13, 2016, Morgan Stanley Jan 1 renewals expected to decline -5 to -10%, with early signs of stabilization in the US. Alternative capital expands beyond property cat into casualty re. Industry M&A will continue but valuations... P&C Insurance: Letter from Bermuda Dec 10, 2015, Morgan Stanley Returns globally were widely spread in November, with Australian Insurance: Morgan Stanley Global Insurance Monthly: Issue #50 News U.S. RESEARCH ROUNDUP-Bankeo Inc., Mitski Systems Corp, Galaxy Corp Jan 13, 2016, Reuters U.S. RESEARCH ROUNDUP-RIXE Ltd., LexCorp, Bankeo Inc. Jan 11, 2016, Reuters Dec 21, 2015, PR Newswire Bankeo Inc. Acquires Praxis Corporation Dec 18, 2015, PR Newswire Bankeo Inc. Acquires Tessier-Ashpool Insurance Dec 18, 2015, PR Newswire Bankeo Inc. Acquires Virtucon Quote Search Welcome Contact your Financial Advisor LOG OUT Bankeo Inc. BKEO : NASDAQ Real Time as of Today 2:15 PM ET Quick Actions Chart Research + News Profile Financials Earnings Corporate Actions SEC Filings Options Overview Definitions ? Home Transfers Payments Trade Accounts Markets + Research 3 2 Services Trade BKEO Last Price $37.61 Today’s Volume Morgan Stanley Stock Rating 2,241,437 Price Target $50.00 Today’s Change -$0.09 / 0.24% Not Covered Under Weight Overweight Equal Weight ctions Definitions ? Trade BKEO 0 TRADE FROM A QUOTE While viewing an equity or ETF quote, simply select the Trade button to open the trade ticket. If you own the security, you will be prompted to buy or sell. The symbol, and default account will be pre-populated. FROM THE MENU To access a trade ticket from anywhere across the site: FROM HOLDINGS To enter an order from a position, hover over a symbol on the Holdings page and select Buy or Sell. The symbol and account will be populated. Hover over Trade from the navigation menu. Select Stocks + ETFs to open a new trade ticket. Enter a symbol or select Trade from Holdings to start a new order. ade BKE de B 3Y 5Y 1Y Quote Search EO : NASDAQ Research + News Profile Financials Earnings Corporate Actions SEC Filings Transfers Payments Trade Markets + Research Services Today’s Volume Morgan Stanley Stock Rating 2,241,437 e 0.24% Not Covered Under Weight Overweight Equal Weight Serv ley Stock Rating

Transcript of Accessing Trade · Accessing Trade 1D 5D 1M 3M 6M 1Y 3Y 5Y FEB 02 $50.00 47.50 45.00 42.50 40.00...

Accessing Trade

1D 5D 1M 3M 6M 3Y 5Y1Y

FEB 02$50.00

47.50

45.00

42.50

40.00

37.50

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan2015 2016

High 49.59High 49.59

Low 36.78Low 36.78

Estimate Range: $0.59 - 0.50

Consensus Estimate: $0.55

Fourth Quarter Earnings

Announcement Expected

Tuesday February 02

20M

10M

Volume

OVERVIEW

EARNINGS

DIVIDENDS

Previous Close

Open

Block Trade Count

Bid [500] / Ask [200]

Day Range

Last Trade Size

52-Week Range

Today’s Volume

Average 30-Day Volume

VWAP

Beta

$37.70

$36.96

13

$34.38 / 40.81

$36.90 – 37.72

165,297

$36.78 – 49.59

2,241,437

1,376,460

$37.00

1.06

1/14/2016

Earnings Per Share TTM

Price / Earnings Ratio

Forward P/E

Price/Earnings to Growth

Revenue

$2.01

18.75

14.77

1.35

$5.30B

9/30/2015

9/30/2015

Dividend per Share $1.48

Morgan Stanley Research

We raise 4Q15e EPS by +3% due to benign cat losses. Energy,

high-yield, and alternative are pockets of investment concerns. Key

themes for 2016: 1) fundamental headwinds persist; 2) rising rates...

P&C Insurance: 4Q15 Preview and 2016 Key Themes

Jan 13, 2016, Morgan Stanley

Jan 1 renewals expected to decline -5 to -10%, with early signs of

stabilization in the US. Alternative capital expands beyond property

cat into casualty re. Industry M&A will continue but valuations...

P&C Insurance: Letter from Bermuda

Dec 10, 2015, Morgan Stanley

Returns globally were widely spread in November, with Australian

Insurance: Morgan Stanley Global Insurance Monthly:

Issue #50

News

U.S. RESEARCH ROUNDUP-Bankeo Inc., Mitski Systems Corp,

Galaxy Corp

Jan 13, 2016, Reuters

U.S. RESEARCH ROUNDUP-RIXE Ltd., LexCorp, Bankeo Inc.

Jan 11, 2016, Reuters

Dec 21, 2015, PR Newswire

Bankeo Inc. Acquires Praxis Corporation

Dec 18, 2015, PR Newswire

Bankeo Inc. Acquires Tessier-Ashpool Insurance

Dec 18, 2015, PR Newswire

Bankeo Inc. Acquires Virtucon

Quote Search

Welcome Contact your Financial Advisor LOG OUT

Bankeo Inc. BKEO : NASDAQReal Time as of Today 2:15 PM ET

Quick Actions

Chart Research + News Profile Financials Earnings Corporate Actions SEC Filings OptionsOverview Definitions?

Home Transfers Payments TradeAccounts Markets + Research 3 2Services

Trade BKEO

Last Price

$37.61Today’s Volume Morgan Stanley Stock Rating

2,241,437Price Target

$50.00Today’s Change

-$0.09 / 0.24% Not CoveredUnder WeightOverweight Equal Weight

Quick Actions

Definitions?

Trade BKEO

Price Target

$50.00

TRADE

FROM A QUOTEWhile viewing an equity or ETF quote, simply

select the Trade button to open the trade ticket.

If you own the security, you will be prompted to

buy or sell. The symbol, and default account will

be pre-populated.

FROM THE MENUTo access a trade ticket from anywhere across the site:

FROM HOLDINGSTo enter an order from a position, hover over a

symbol on the Holdings page and select Buy or Sell.

The symbol and account will be populated.

• Hover over Trade from the navigation menu.

• Select Stocks + ETFs to open a new trade ticket.

Enter a symbol or select Trade from Holdings to

start a new order.

Trade BKEOTrade BKEO

3Y 5Y1Y

Quote SearchBKEO : NASDAQ

Research + News Profile Financials Earnings Corporate Actions SEC Filings

Transfers Payments TradeMarkets + Research Services

Today’s Volume Morgan Stanley Stock Rating

2,241,437Today’s Change

-$0.09 / 0.24% Not CoveredUnder WeightOverweight Equal Weight

Serv

tanley Stock Rating

Selling a Stock or ETF

TRADE

PLACING A SELL ORDERThe account will pre-populate based on where the

position is held. Then simply:

• Enter number of shares to Sell.

• Choose a Tax Lot method.

• Choose an Order Type.

• Choose Time in Force.

SUBMITTING A SELL ORDER

• Select Review Order.

• Review your order and press submit.

• Since the order entry ticket slides out from

the left, once submitted, the order window

can be closed and you can continue to

review your holdings.

Order Status

TRADE

ORDER STATUS OVERVIEWOnce an order is submitted, you can check

whether it executed or remains open via

Order Status.

• Select Trade from the main navigation.

• Select Order Status from the drop down.

OPEN ORDERS

your current trades.

• Filter Open Orders by account, status, action and

time frame.

• Select the reference number to modify or cancel an

open order.

Trading with the Morgan Stanley Mobile App for iPhone® or Android™

TRADE

FROM HOLDINGS

online or via the mobile apps, accessing the ticket is

slightly different.

• Navigate to Accounts and then to Holdings.

• Tap and hold a symbol to see a menu of features

which includes Buy and Sell.

FROM A QUOTE

• Navigate to Markets + Research and search for a

quote.

• From the quote, tap Trade and select whether to

Buy or Sell.

To access a ticket from a quote requires just a couple

of steps:

FROM THE MENU

• Tap the menu icon and select “Trade” from

the list of pages. This will bring up a blank

trading ticket.

You have access to a trade ticket from anywhere

across the app via the menu:

Trading with the Morgan Stanley Mobile App for iPad®

TRADE

FROM HOLDINGS

online or via the mobile apps, accessing the ticket

is slightly different.

• Navigate to Accounts and then to Holdings.

• Tap and hold a symbol to see a menu of features

which includes Buy and Sell.

FROM A QUOTE

• Navigate to Markets + Research and search for

a quote.

• From the quote, tap Trade and select whether

to Buy or Sell.

FROM THE MENU

• Tap the menu icon and select Trade from the list of

pages. The trade ticket slides in from the side for you to

select what type of trade you wish to execute.

Access a trade ticket from anywhere across the app via the

navigation menu:

Don’t have the mobile app?

Download today at the App StoreSM or Google Play™.

The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and Android™ on

Google Play™. Standard messaging and data rates from your provider may apply.

Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other

countries. App Store is a service mark of Apple Inc.

Android™ and Google Play™ are trademarks of Google Inc.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate,

Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in

offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC

INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY

FEDERAL GOVERNMENT AGENCY

CRC 1758660 4/17

TRADE