JPMorgan-Japan Equity Strategy January-March earnings outlook Expect...-107639875

2024-04宏观经济14免费

📄 文件全名: 《JPMorgan-Japan Equity Strategy January-March earnings outlook Expect...-107639875.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: earnings then overshot so they now guide for 10.9% net profit growth. Companies
consensus view for FY2023 net profit is 14% growth, and we think actual
around 1% as usual, they will guide for a 4% net profit decline, which would
1.6% (Figure 13). However, based on the BOJ’s Tankan survey, one year ago
they issued FY2023 net profit guidance for a 5.4% decline, but they now guide
🏷️ 核心议题: #GDP

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报告摘要

Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.

📋 核心要点(部分)

16 April 2024

❓ 常见问题

《JPMorgan-Japan Equity Strategy January-March earnings outlook Expect...-107639875》主要包含哪些内容?

Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.核心数据:earnings then overshot so they now guide for 10.9% net profit growth. Companies;consensus view for FY2023 net profit is 14% growth, and we think actual;around 1% as usual, they will guide for a 4% net profit decline, which would。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 14。

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本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、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GDP等议题。