UBS Equities-European Equity Strategy _REVS Cyclical uncertainty_ Fowler-106983787
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- 《UBS Equities-European Equity Strategy _REVS Cyclical uncertainty_ Fowler-106983787.pdf》
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- 战略规划行业研究员
- 📊 核心数据
- further +1.5% relative performance although this was as high as 4% during the month
- and would have ended at 3.3% if it weren't for the strong rally in one of the lesser
- favoured stocks, Bachem (+39%), around its reporting. We are incrementally more
- expectations have been falling. They are now down to +3% and no longer reflect an
- recently) and >10% distributions (buybacks and dividends) are significant
- 🏷️ 核心议题
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