行业研究报告

Morgan Stanley-China Equity Strategy 1Q24 A-share Earnings Final Cut – Ano...-107991665

2024-05管理咨询16Morgan Stanley

China Equity Strategy | Asia Pacific – Another Sizeable Miss, But with Sequential Improvement

报告摘要

China Equity Strategy | Asia Pacific – Another Sizeable Miss, But with Sequential Improvement

报告信息

文件全名
Morgan Stanley-China Equity Strategy 1Q24 A-share Earnings Final Cut – Ano...-107991665.pdf
适合读者
战略规划行业研究员
核心数据
  1. The A-share final cut earnings review is based on 71% of MSCI China A Onshore
  2. A-share earnings missed consensus by both number of companies (-26.7%) and
  3. weighted surprise (-9.0%): Despite the double miss, earnings delivery in 1Q24
  4. Revenue missed consensus by number of companies (-15.3%), but this was better
  5. than 4Q23 (-20.5%). If measured by weighted surprise, revenue was mostly in line
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《Morgan Stanley-China Equity Strategy 1Q24 A-share Earnings Final Cut – Ano...-107991665》主要包含哪些内容?

China Equity Strategy | Asia Pacific – Another Sizeable Miss, But with Sequential Improvement核心数据:The A-share final cut earnings review is based on 71% of MSCI China A Onshore;A-share earnings missed consensus by both number of companies (-26.7%) and;weighted surprise (-9.0%): Despite the double miss, earnings delivery in 1Q24。

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本报告由Morgan Stanley发布,发布于 2024 年。

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覆盖 2024 年,全文约 16。

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