JPMorgan-China Equity Strategy 2H2024 outlook-108788870

2024-06宏观经济45免费

📄 文件全名: 《JPMorgan-China Equity Strategy 2H2024 outlook-108788870.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据:  Following an 8% decline in MXCN since May 20th, we anticipate the index
16%/13% EPS growth y-y in 2024/2025. We maintain our MXCN end-2024
target of 66 (11.4x 2024E P/E) for 9% potential upside. We forecast 2024 EPS
& A-share listed MXCN constituents have bought back cUS$11bn (c0.1% of
(>3% weight): Tencent, Meituan, BYD, NetEase, PDD, CCB, CATL and
🏷️ 核心议题: #GDP

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报告摘要

📋 核心要点(部分)

21 June 2024

❓ 常见问题

《JPMorgan-China Equity Strategy 2H2024 outlook-108788870》主要包含哪些内容?

Global Markets Strategy This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the writte核心数据: Following an 8% decline in MXCN since May 20th, we anticipate the index;16%/13% EPS growth y-y in 2024/2025. We maintain our MXCN end-2024;target of 66 (11.4x 2024E P/E) for 9% potential upside. We forecast 2024 EPS。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 45。

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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。