JPMorgan-Japan Equity Strategy Apr-Jun earnings outlook Expect stron...-109235931

报告摘要

Global Markets Strategy Apr-Jun earnings outlook: Expect strong progress, primarily at overseas demand-driven companies; watch

核心要点

16 July 2024
6.2% YoY decline, based on the Tankan survey).

报告信息

文件全名: 《JPMorgan-Japan Equity Strategy Apr-Jun earnings outlook Expect stron...-109235931.pdf》
适合读者: 战略规划行业研究员
核心数据: 4, 80% of TSE Prime companies are scheduled to announce results (Figure 1). We
particular, sharp yen depreciation in Apr-Jun (by 8% against the dollar since endMarch) has supported earnings of overseas demand-driven companies but
progress, which historically averages 25%, could be higher, at around 27% (in
FY2023, 1Q recurring profit was 26.4% of initial guidance, which reflected a
6.2% YoY decline, based on the Tankan survey).
核心议题: 管理咨询

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《JPMorgan-Japan Equity Strategy Apr-Jun earnings outlook Expect stron...-109235931》主要包含哪些内容?

Global Markets Strategy Apr-Jun earnings outlook: Expect strong progress, primarily at overseas demand-driven companies; watch核心数据:4, 80% of TSE Prime companies are scheduled to announce results (Figure 1). We;particular, sharp yen depreciation in Apr-Jun (by 8% against the dollar since endMarch) has supported earnings of overseas demand-driven companies but;progress, which historically averages 25%, could be higher, at around 27% (in。

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覆盖 2024 年,全文约 14。

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