Morgan Stanley-Investor Presentation Asia EM Equity Strategy Australia Ma...-106700961
Investor Presentation | Asia Pacific Asia EM Equity Strategy: Australia Marketing – New Era for Asia / EM
报告摘要
Investor Presentation | Asia Pacific Asia EM Equity Strategy: Australia Marketing – New Era for Asia / EM
报告信息
- 文件全名
- 《Morgan Stanley-Investor Presentation Asia EM Equity Strategy Australia Ma...-106700961.pdf》
- 适合读者
- 核心数据
- Japan’s ROE Journey. ROE is up 2.5x since 2012 to around 10% and our base case is 12% by 2025 with 1.8x P/B. We
- forecast robust EPS growth of +9% in 2024e and +9% in 2025e, assuming our FX strategists’ USD/JPY forecast of 140 for
- NISA flows) for a base case Topix Target end 2024 of 2,800. In the most recent quarter, earnings grew 20% yoy with an all
- (circa 20.0x forward P/E), but in our view this is warranted by superior EPS CAGR (most recent quarter +23% yoy).
- 核心议题
常见问题
《Morgan Stanley-Investor Presentation Asia EM Equity Strategy Australia Ma...-106700961》主要包含哪些内容?
Investor Presentation | Asia Pacific Asia EM Equity Strategy: Australia Marketing – New Era for Asia / EM核心数据:Japan’s ROE Journey. ROE is up 2.5x since 2012 to around 10% and our base case is 12% by 2025 with 1.8x P/B. We;forecast robust EPS growth of +9% in 2024e and +9% in 2025e, assuming our FX strategists’ USD/JPY forecast of 140 for;NISA flows) for a base case Topix Target end 2024 of 2,800. In the most recent quarter, earnings grew 20% yoy with an all。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 78。
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这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了管理咨询等议题。
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