JPMorgan-India Equity Strategy 1QFY25 Earnings Preview-109148942

报告摘要

Global Markets Strategy We expect 1QFY25 earnings to be driven by Financials, Autos and Healthcare, while dragged down by global cyclicals like Oil & Gas. Near term, our sector

核心要点

11 July 2024

报告信息

文件全名: 《JPMorgan-India Equity Strategy 1QFY25 Earnings Preview-109148942.pdf》
适合读者: 战略规划行业研究员
核心数据: +7% YoY ); (2) margin contraction of 24 bps QoQ for Nifty 50 (while for JPM
PAT to register YoY change of +7%/+5%/+2%/+3% (using Bloomberg
estimated at +7%/+10%/+10%/+10% YoY for Revenue/EBITDA/PBT/PAT.
Sequentially, we expect weaker top-line (-3%) and earnings (-12%) in 1Q.
Consensus estimates for MSCI India are +13%/-6% YoY for Revenue/PAT
核心议题: 管理咨询

常见问题

《JPMorgan-India Equity Strategy 1QFY25 Earnings Preview-109148942》主要包含哪些内容?

Global Markets Strategy We expect 1QFY25 earnings to be driven by Financials, Autos and Healthcare, while dragged down by global cyclicals like Oil & Gas. Near term, our sector核心数据:+7% YoY ); (2) margin contraction of 24 bps QoQ for Nifty 50 (while for JPM;PAT to register YoY change of +7%/+5%/+2%/+3% (using Bloomberg;estimated at +7%/+10%/+10%/+10% YoY for Revenue/EBITDA/PBT/PAT.。

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覆盖 2024 年,全文约 18。

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