UBS Equities-European Equity Strategy _Let the games begin Earnings seas...-108973098
Global Research and Evidence Lab Let the games begin: Earnings season Europe including UK
报告摘要
Global Research and Evidence Lab Let the games begin: Earnings season Europe including UK
核心要点
- 2 July 2024
报告信息
- 文件全名
- 《UBS Equities-European Equity Strategy _Let the games begin Earnings seas...-108973098.pdf》
- 适合读者
- 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
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,全文共 13 页。
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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。
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