Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (July 2007)
12 slides from Morgan Stanley's investor presentation, July 2007
Slide 1: Morgan Stanley Asia: Overview
Morgan Stanley Asia: Overview July 2007 This slide is part of a presentation by Morgan Stanley and is intended to be viewed as part of that presentation. The presentation is based on information generally available to the public and does not contain any material, non-public information. No represent
Slide 2: Notice
Notice The information provided herein may include certain non-GAAP financial measures. The reconciliation of such measures to the comparable GAAP figures are included in the Company’s Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on 8-K, including any amendments th
Slide 3: Overview
Overview Morgan Stanley
Slide 4: Morgan Stanley Presence in Asia
Morgan Stanley Presence in Asia Regional Offices Tokyo (1970) Tokyo Sydney (1982) Beijing Seoul Melbourne (1985) Shanghai Singapore (1985) Taipei Hong Kong (1987) Zhuhai Hong Kong Taipei (1990) Mumbai Hanoi Seoul (1992) Bangkok Shanghai (1993) Mumbai (1993) Singapore Beijing (1994) Bangkok (1997) Ja
Slide 5: Morgan Stanley's Market Position
Morgan Stanley’s Market Position 2007 Best Prime Broker in Asia 2006 Best Prime Brokerage for: - Client Servicing Best TMT House in Asia (2006) - Consulting/Capital Introductions Best Foreign Investment Bank in China & - Market Access Products Taiwan (2006) - Stock Borrowing Best Equity House & Debt
Slide 6: Regional Growth
Regional Growth(1) Regional Revenue Growth 2003 – 2006 Regional PBT Growth 2003 – 2006 (Indexed) (2) (Indexed) 3.8 2.4 +129% +235% 3.4 2.2 +115% 3.0 2.0 2.6 1.8 +116% 2.2 1.6 1.8 1.4 +43% +43% 1.4 1.2 1.0 1.0 0.6 2003 2004 2005 2006 2003 2004 2005 2006 Americas (3) Europe Asia Americas (3) Europe As
Slide 7: Regional Contributions: FY 2003 and FY 2006
Regional Contributions(1): FY 2003 and FY 2006 2003 Net Revenues of $21.7Bn (2) 2006 Net Revenues of $35.9Bn (3) (%) (%) Asia 10% Asia 8% Europe 73% Americas (4) 64% Europe 26% Americas (4) 19% 2003 Pre-Tax Profits of $6.2Bn 2006 Pre-Tax Profits of $11.0Bn (%) (%) Asia 12% Asia 10% Europe 75% (4) 60
Slide 8: Asia's Strategy
Asia’s Strategy Morgan Stanley
Slide 9: Positive Macro Economic Environment
Positive Macro Economic Environment Real GDP Growth % 12 10.7 10 9.4 7.9 8 6.9 5.9 5.5 5.4 6 5.0 5.0 4.7 4 3.3 3.2 2.2 2 0 ina d ia o re on g s ia s ia ne s and re a an . S. op e pa n h In p y e i i l o i w U r a C i ng a ng K ala d on i lipp Tha t h K Ta Eu J M In S Ho Ph So u 2006A 05E–09E CAGR So
Slide 10: Asia: Positive Impact for Our Business
Asia: Positive Impact for Our Business Dec End Data, 2007 YTD as of July 10, 2007 AP Equity and Equity-Linked AP Announced M&A Volume AP Debt Issuance Volume (2) Issuance Volume (3) (US$Bn) (US$Bn) (US$Bn) 392 255 204 215 192 153 272 249 147 135 136 117 90 158 121 2003 2004 2005 2006 07YTD 2003 2004
Slide 11: Critical Initiatives: Asia
Critical Initiatives: Asia • Institutional Securities − Aggressive localization and growth of Asian offices Building out the China platform: Morgan Stanley Bank International (China) Limited Focus on local licenses in Korea, Taiwan (obtained Integrated Securities House License) and India − Build
Slide 12: Morgan Stanley Asia: Overview
Morgan Stanley Asia: Overview July 2007 This slide is part of a presentation by Morgan Stanley and is intended to be viewed as part of that presentation. The presentation is based on information generally available to the public and does not contain any material, non-public information. No represent