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
  1. further +1.5% relative performance although this was as high as 4% during the month
  2. and would have ended at 3.3% if it weren't for the strong rally in one of the lesser
  3. favoured stocks, Bachem (+39%), around its reporting. We are incrementally more
  4. expectations have been falling. They are now down to +3% and no longer reflect an
  5. recently) and >10% distributions (buybacks and dividends) are significant
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报告摘要

Global Research and Evidence Lab REVS: Cyclical uncertainty Our philosophy is that stock prices are impacted by the macro economic regime (R), the

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《UBS Equities-European Equity Strategy _REVS Cyclical uncertainty_ Fowler-106983787》主要包含哪些内容?

Global Research and Evidence Lab REVS: Cyclical uncertainty Our philosophy is that stock prices are impacted by the macro economic regime (R), the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。

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