JPMorgan-Equity Strategy Earnings trends are showing a rotation in ce...-108300076
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com
报告摘要
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com
核心要点
- 19 May 2024
- 5.1%
- 8.7%
- 4.3%
- 0.4%
- 0.90
- 0.95
- 1.00
报告信息
- 文件全名
- 《JPMorgan-Equity Strategy Earnings trends are showing a rotation in ce...-108300076.pdf》
- 适合读者
- 核心数据
- 1.9% 2.1% 0.6% 1.2%
- for 9% yoy EPS growth in Q1, only for these to be cut to 1% hurdle rate at the
- low ahead of the results starting in April, and in the end companies reported 6%
- downgraded further from current 5% yoy growth rate forecast, to ultimately
- • For S&P500, Q3 and Q4 EPS are needed to accelerate smartly, by 16% vs Q1
- 核心议题
常见问题
《JPMorgan-Equity Strategy Earnings trends are showing a rotation in ce...-108300076》主要包含哪些内容?
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com核心数据:1.9% 2.1% 0.6% 1.2%;for 9% yoy EPS growth in Q1, only for these to be cut to 1% hurdle rate at the;low ahead of the results starting in April, and in the end companies reported 6%。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文共 29 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、PMI等议题。
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