Morgan Stanley-Internet Where Are We Trading Now After Last Weeks Sell O...-107770369

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📄 文件全名: 《Morgan Stanley-Internet Where Are We Trading Now After Last Weeks Sell O...-107770369.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: Internet names declined -5% last week (SPX/NDX -3%/-5%).
AMZN/META declined -6% respectively, while GOOG (-2%) held
AMZN/GOOG/META trading 29x/18x/20x our '25 EPS, -34%/-5%/
+17% vs. the 2yr FY2 avg.
Exhibit 1: L TM EV/EBITDA multiples are -5%/+1% below/above the 5/10 year averages...
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报告摘要

Internet | North America Where Are We Trading Now: After Last Week's Sell Off and

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《Morgan Stanley-Internet Where Are We Trading Now After Last Weeks Sell O...-107770369》主要包含哪些内容?

Internet | North America Where Are We Trading Now: After Last Week's Sell Off and核心数据:Internet names declined -5% last week (SPX/NDX -3%/-5%).;AMZN/META declined -6% respectively, while GOOG (-2%) held;AMZN/GOOG/META trading 29x/18x/20x our '25 EPS, -34%/-5%/。

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