UBS Equities-Global Equity Strategy _What are the warning signals for tec...-107253368
Global Research and Evidence Lab What are the warning signals for tech? We think we are getting late into the tech outperformance innings with tech EPS growth
报告摘要
Global Research and Evidence Lab What are the warning signals for tech? We think we are getting late into the tech outperformance innings with tech EPS growth
报告信息
- 文件全名
- 《UBS Equities-Global Equity Strategy _What are the warning signals for tec...-107253368.pdf》
- 适合读者
- 核心数据
- peaking versus non-Tech (with a 45% gap in Q423 falling to 3% Q424E) as highlighted
- they can outperform from this level 83% of the time. FCF is 2.3% on FY 1 (adjusted for
- Systemes. We continue to view software as defensive (into sub-1% GDP), cyclical (into
- +1% GDP), growth and a key differentiator.
- 15% above trend; 2) performance is anticipating significant further upgrades (unlike
- 核心议题
常见问题
《UBS Equities-Global Equity Strategy _What are the warning signals for tec...-107253368》主要包含哪些内容?
Global Research and Evidence Lab What are the warning signals for tech? We think we are getting late into the tech outperformance innings with tech EPS growth核心数据:peaking versus non-Tech (with a 45% gap in Q423 falling to 3% Q424E) as highlighted;they can outperform from this level 83% of the time. FCF is 2.3% on FY 1 (adjusted for;Systemes. We continue to view software as defensive (into sub-1% GDP), cyclical (into。
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覆盖 2024 年,全文共 31 页。
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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。
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