JPMorgan-Japan Equity Strategy January-March earnings outlook Expect...-107639875
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.
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。
覆盖 2024 年,全文共 14 页。
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重点分析了GDP等议题。