行业研究报告

JPMorgan-India Equity Strategy 4QFY24 Earnings Dissector Upgrade Ind...-108509438

2024-06宏观经济26 页

Global Markets Strategy 4QFY24 Earnings Dissector: Upgrade Industrials to OW Domestic cyclical segments showed lesser disappointment and better

报告摘要

Global Markets Strategy 4QFY24 Earnings Dissector: Upgrade Industrials to OW Domestic cyclical segments showed lesser disappointment and better

核心要点

  1. 02 June 2024

报告信息

文件全名
《JPMorgan-India Equity Strategy 4QFY24 Earnings Dissector Upgrade Ind...-108509438.pdf》
适合读者
投资人行业研究员
核心数据
  1. commentary. Nifty 50’s ex-financials revenue/PAT came in at +7%/22% YoY, and
  2. EBITDA margin expansion was +92bps. Nifty 50’s Beat/Miss came at 30%/20%
  3. India ex financials companies’ revenue/PAT grew at +6%/12% YoY with EBITDA
  4. margins expanding by 125bps, leading to an overall operating margin of 21%.
  5. MSCI India’s 4Q24 Beat/Miss came at 34%/27%. Within MSCI India universe,
核心议题
GDP

常见问题

《JPMorgan-India Equity Strategy 4QFY24 Earnings Dissector Upgrade Ind...-108509438》主要包含哪些内容?

Global Markets Strategy 4QFY24 Earnings Dissector: Upgrade Industrials to OW Domestic cyclical segments showed lesser disappointment and better核心数据:commentary. Nifty 50’s ex-financials revenue/PAT came in at +7%/22% YoY, and;EBITDA margin expansion was +92bps. Nifty 50’s Beat/Miss came at 30%/20%;India ex financials companies’ revenue/PAT grew at +6%/12% YoY with EBITDA。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 26 页。

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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。

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