HSBC-China Equity Strategy-2H24 outlook Third Plenum the next c...-109037626
Equity Research Report 2H24 outlook: Third Plenum the next catalyst We expect 8-19% upside for A-shares in 2024 driven by double-
报告摘要
Equity Research Report 2H24 outlook: Third Plenum the next catalyst We expect 8-19% upside for A-shares in 2024 driven by double-
报告信息
- 文件全名
- 《HSBC-China Equity Strategy-2H24 outlook Third Plenum the next c...-109037626.pdf》
- 适合读者
- 核心数据
- We expect 8-19% upside for A-shares in 2024 driven by double-
- earnings for 2024 have been revised down by 11.7% y-t-d, but still imply y-o-y growth
- of 17.7%. We see three potential catalysts: 1) a recovery in property sales, especially
- IPOs (RMB32.5bn in 1H24, down 85% y-o-y) and enhanced A-share buybacks
- (RMB137.7bn in 1H24, up 135% y-o-y). We expect marginally improved liquidity in
- 核心议题
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《HSBC-China Equity Strategy-2H24 outlook Third Plenum the next c...-109037626》主要包含哪些内容?
Equity Research Report 2H24 outlook: Third Plenum the next catalyst We expect 8-19% upside for A-shares in 2024 driven by double-核心数据: We expect 8-19% upside for A-shares in 2024 driven by double-;earnings for 2024 have been revised down by 11.7% y-t-d, but still imply y-o-y growth;of 17.7%. We see three potential catalysts: 1) a recovery in property sales, especially。
这份报告由哪家机构发布?
本报告由HSBC发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 45。
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适合战略规划、行业研究员等读者参考。
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