Morgan Stanley-Asia EM Equity Mid-Year Outlook Japan remains preferred ver...-108299920

2024-05宏观经济12免费

📄 文件全名: 《Morgan Stanley-Asia EM Equity Mid-Year Outlook Japan remains preferred ver...-108299920.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: coverage with a Jun 2025 Topix Target of 3,200 (+17%).
We lift our TOPIX target from 2,800 to 3,200 (+17% versus spot). Earnings
forecast for Topix EPS of ¥185 (+15% in calendar year 2024) followed by two
target of 12% by end 2025. The factors supporting this bullish view include: 1)
Higher trend growth in the US (over 20% of revenues for Japan equities); 2)
🏷️ 核心议题: #GDP

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报告摘要

Asia EM Equity Mid-Year Outlook | Asia Pacific Japan remains preferred versus Morgan Stanley Asia (Singapore) Pte.+

📋 核心要点(部分)

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❓ 常见问题

《Morgan Stanley-Asia EM Equity Mid-Year Outlook Japan remains preferred ver...-108299920》主要包含哪些内容?

Asia EM Equity Mid-Year Outlook | Asia Pacific Japan remains preferred versus Morgan Stanley Asia (Singapore) Pte.+核心数据:coverage with a Jun 2025 Topix Target of 3,200 (+17%).;We lift our TOPIX target from 2,800 to 3,200 (+17% versus spot). Earnings;forecast for Topix EPS of ¥185 (+15% in calendar year 2024) followed by two。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 12。

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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。