UBS Equities-China Equity Strategy _Estimating the earnings impact from p...-109014340

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📄 文件全名: 《UBS Equities-China Equity Strategy _Estimating the earnings impact from p...-109014340.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: estimate on the potential impact of a 60% US tariff on their companies' earnings, as a
scenario analysis. Overall, we estimate that the US market contributes c.3% of the listed
companies' revenue with c.20% of the US exposure currently subject to tariffs (at an
average rate of 14%). For many listed companies, it would seem that they've already
diversified their supply chains such that the direct earnings impact from a 60% US tariff
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Estimating the earnings impact from potential Key takeaways from UBS analysts survey on tariff impact We have surveyed UBS analysts on c.400 China stocks under our coverage for their

📋 核心要点(部分)

4 July 2024

❓ 常见问题

《UBS Equities-China Equity Strategy _Estimating the earnings impact from p...-109014340》主要包含哪些内容?

Estimating the earnings impact from potential Key takeaways from UBS analysts survey on tariff impact We have surveyed UBS analysts on c.400 China stocks under our coverage for their核心数据:estimate on the potential impact of a 60% US tariff on their companies' earnings, as a;scenario analysis. Overall, we estimate that the US market contributes c.3% of the listed;companies' revenue with c.20% of the US exposure currently subject to tariffs (at an。

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