UBS Equities-European Equity Strategy _Let the games begin Earnings seas...-108973098

2024-07宏观经济13免费

📄 文件全名: 《UBS Equities-European Equity Strategy _Let the games begin Earnings seas...-108973098.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: of year - by 12% going back to 1998. In the last 10 years and in years when growth is
positive, the overestimation is typically more like 4-6% at this time of year. Consensus
SXXP growth for 2024 is a historically low +4% but our models suggest sales growth is
offset by margin weakness and we expect another year of 0% growth. 2025 consensus
growth is currently +8% but 18-months out from actuals, the bottom-up error is 1520% (too high) or more on average!
🏷️ 核心议题: #PMI

📦 本报告属于月份合集

购买后将获得「2024 年 7 月报告合集」 · 共 3953 份报告打包下载链接

点击获取云盘下载链接

报告摘要

Global Research and Evidence Lab Let the games begin: Earnings season Europe including UK

📋 核心要点(部分)

2 July 2024

❓ 常见问题

《UBS Equities-European Equity Strategy _Let the games begin Earnings seas...-108973098》主要包含哪些内容?

Global Research and Evidence Lab Let the games begin: Earnings season Europe including UK核心数据:of year - by 12% going back to 1998. In the last 10 years and in years when growth is;positive, the overestimation is typically more like 4-6% at this time of year. Consensus;SXXP growth for 2024 is a historically low +4% but our models suggest sales growth is。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 13。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了PMI等议题。