Morgan Stanley-China Equity Strategy 4Q23 Interim Earnings Cut for MSCI Ch...-107238792
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- 📄 文件全名
- 《Morgan Stanley-China Equity Strategy 4Q23 Interim Earnings Cut for MSCI Ch...-107238792.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- -22%-22%-24%-24%
- forecasts by number of companies (-8%), but post a beat if measured by
- weighted surprise (+17%): The divergence between these two measures shows the
- Internet players such as PDD. Based on 53% of index weight reported so far, the
- 3Q23 (-30%). The net beat by weighted surprise increased meaningfully vs. 3Q23
- 🏷️ 核心议题
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