Morgan Stanley-Strategy Global Exposure Guide 2024 – Europe-108993601
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- 📄 文件全名
- 《Morgan Stanley-Strategy Global Exposure Guide 2024 – Europe-108993601.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- contributing 31% of total European revenues, followed by North America at 22% . On a free float
- market cap weighted basis, Europe has ~25% exposure to the US and ~32% exposure to EM.
- 2) Geographical cost exposure – Over 50% of Europe's cost base is located inside Developed
- base than Asia, contributing around 18% of total costs vs 10% for Asia.
- 15% relative to the market. Domestic France exposed names rank cheapest across our suite of
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