0012 GMT - Any weakness in SGH shares is an opportunity to buy, according to Morgan Stanley analysts Joseph Michael and Julianna Sick, who view FY27 as "a transition year, not a thesis break." Shares in the ASX-listed industrial conglomerate fell by more than 10% Tuesday after below-consensus FY27 guidance. The MS analysts say an FX headwind masks stronger underlying growth and that their positive thesis is unchanged. "SGH remains a high-quality industrial compounder with privileged assets and direct exposure to Australia's structural capex cycle," they say. MS trims its target on the stock to 48.00 Australian dollars a share from A$49.00/share but keeps an overweight rating. Shares are up 1.1% at A$42.03.