JPMorgan-Japan Equity Strategy Apr-Jun earnings outlook Expect stron...-109235931
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- 《JPMorgan-Japan Equity Strategy Apr-Jun earnings outlook Expect stron...-109235931.pdf》
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- 战略规划行业研究员
- 📊 核心数据
- 4, 80% of TSE Prime companies are scheduled to announce results (Figure 1). We
- particular, sharp yen depreciation in Apr-Jun (by 8% against the dollar since endMarch) has supported earnings of overseas demand-driven companies but
- progress, which historically averages 25%, could be higher, at around 27% (in
- FY2023, 1Q recurring profit was 26.4% of initial guidance, which reflected a
- 6.2% YoY decline, based on the Tankan survey).
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