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
  1. 4, 80% of TSE Prime companies are scheduled to announce results (Figure 1). We
  2. particular, sharp yen depreciation in Apr-Jun (by 8% against the dollar since endMarch) has supported earnings of overseas demand-driven companies but
  3. progress, which historically averages 25%, could be higher, at around 27% (in
  4. FY2023, 1Q recurring profit was 26.4% of initial guidance, which reflected a
  5. 6.2% YoY decline, based on the Tankan survey).
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报告摘要

Global Markets Strategy Apr-Jun earnings outlook: Expect strong progress, primarily at overseas demand-driven companies; watch

📋 核心要点(部分)

  1. 16 July 2024
  2. 6.2% YoY decline, based on the Tankan survey).

❓ 常见问题

《JPMorgan-Japan Equity Strategy Apr-Jun earnings outlook Expect stron...-109235931》主要包含哪些内容?

Global Markets Strategy Apr-Jun earnings outlook: Expect strong progress, primarily at overseas demand-driven companies; watch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。

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