HSBC-China Equity Strategy-2H24 outlook Third Plenum the next c...-109037626

2024-07AI与科技45免费

📄 文件全名: 《HSBC-China Equity Strategy-2H24 outlook Third Plenum the next c...-109037626.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据:  We expect 8-19% upside for A-shares in 2024 driven by double-
earnings for 2024 have been revised down by 11.7% y-t-d, but still imply y-o-y growth
of 17.7%. We see three potential catalysts: 1) a recovery in property sales, especially
IPOs (RMB32.5bn in 1H24, down 85% y-o-y) and enhanced A-share buybacks
(RMB137.7bn in 1H24, up 135% y-o-y). We expect marginally improved liquidity in
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报告摘要

Equity Research Report 2H24 outlook: Third Plenum the next catalyst  We expect 8-19% upside for A-shares in 2024 driven by double-

❓ 常见问题

《HSBC-China Equity Strategy-2H24 outlook Third Plenum the next c...-109037626》主要包含哪些内容?

Equity Research Report 2H24 outlook: Third Plenum the next catalyst  We expect 8-19% upside for A-shares in 2024 driven by double-核心数据: We expect 8-19% upside for A-shares in 2024 driven by double-;earnings for 2024 have been revised down by 11.7% y-t-d, but still imply y-o-y growth;of 17.7%. We see three potential catalysts: 1) a recovery in property sales, especially。

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