行业研究报告

UBS Equities-China Equity Strategy _Parallels with the 2015-16 recovery -...-107141624

2024-03资本市场23 页

Global Research and Evidence Lab Parallels with the 2015-16 recovery - what can we learn and what to do from here?

报告摘要

Global Research and Evidence Lab Parallels with the 2015-16 recovery - what can we learn and what to do from here?

报告信息

文件全名
《UBS Equities-China Equity Strategy _Parallels with the 2015-16 recovery -...-107141624.pdf》
适合读者
投资人行业研究员
核心数据
  1. valuations. While the 2H15 episode saw a false start with the CSI 300 recovering 27%
  2. Overseas exposures have risen to c.15% of revenue from 12.5% in 2015, while gearing
  3. payout ratio is now at 33% vs 29% in 2015/2016 while trailing 12M buyback amount is
  4. also at a historical high at RMB260bn (c.0.3% of market cap but much higher for the
  5. drain on the equity markets. Earnings growth (8% for 2023 based on consensus
核心议题
IPO

常见问题

《UBS Equities-China Equity Strategy _Parallels with the 2015-16 recovery -...-107141624》主要包含哪些内容?

Global Research and Evidence Lab Parallels with the 2015-16 recovery - what can we learn and what to do from here?核心数据:valuations. While the 2H15 episode saw a false start with the CSI 300 recovering 27%;Overseas exposures have risen to c.15% of revenue from 12.5% in 2015, while gearing;payout ratio is now at 33% vs 29% in 2015/2016 while trailing 12M buyback amount is。

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覆盖 2024 年,全文共 23 页。

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