Morgan Stanley-Asia Quantitative Strategy Dividend Stock Ideas – 3Q24-109098825

报告摘要

July 8, 2024 01:58 PM GMT Morgan Stanley Asia Limited+ Asia Quantitative Strategy | Asia Pacific

核心要点

6.25%
6.01%
6.35%
75.7%
62.2%
54.6%
33.3%
000858.SZ

报告信息

文件全名: 《Morgan Stanley-Asia Quantitative Strategy Dividend Stock Ideas – 3Q24-109098825.pdf》
适合读者: 战略规划行业研究员
核心数据: 2Q24 dividend strategy recap: MSCI APxJ High Dividend Index +6.01% is largely flat
with MSCI APxJ +6.35% in 2Q24. Our Enhanced Dividend Model realized marketneutral L/S alpha of +8.31% during the quarter ( Exhibit 2 ). Market is currently
market implied terminal rate (MSTERM) headed down from 5.35% in mid-June to
5.3% at the latest check. With more disinflation evidence, our house view is that
核心议题: 管理咨询

常见问题

《Morgan Stanley-Asia Quantitative Strategy Dividend Stock Ideas – 3Q24-109098825》主要包含哪些内容?

July 8, 2024 01:58 PM GMT Morgan Stanley Asia Limited+ Asia Quantitative Strategy | Asia Pacific核心数据:2Q24 dividend strategy recap: MSCI APxJ High Dividend Index +6.01% is largely flat;with MSCI APxJ +6.35% in 2Q24. Our Enhanced Dividend Model realized marketneutral L/S alpha of +8.31% during the quarter ( Exhibit 2 ). Market is currently;market implied terminal rate (MSTERM) headed down from 5.35% in mid-June to。

这份报告由哪家机构发布?

本报告由Morgan Stanley发布,发布于 2024 年。

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覆盖 2024 年,全文约 39。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理咨询等议题。