UBS Equities-China Equity Strategy _Parallels with the 2015-16 recovery -...-107141624
2024-03资本市场23免费
报告维度
- 📄 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
- 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
- also at a historical high at RMB260bn (c.0.3% of market cap but much higher for the
- drain on the equity markets. Earnings growth (8% for 2023 based on consensus
- 🏷️ 核心议题
- #IPO