UBS Equities-China Equity Strategy _Estimating the earnings impact from p...-109014340

报告摘要

Estimating the earnings impact from potential Key takeaways from UBS analysts survey on tariff impact We have surveyed UBS analysts on c.400 China stocks under our coverage for their

核心要点

4 July 2024

报告信息

文件全名: 《UBS Equities-China Equity Strategy _Estimating the earnings impact from p...-109014340.pdf》
适合读者: 战略规划行业研究员
核心数据: estimate on the potential impact of a 60% US tariff on their companies' earnings, as a
scenario analysis. Overall, we estimate that the US market contributes c.3% of the listed
companies' revenue with c.20% of the US exposure currently subject to tariffs (at an
average rate of 14%). For many listed companies, it would seem that they've already
diversified their supply chains such that the direct earnings impact from a 60% US tariff
核心议题: 管理咨询

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《UBS Equities-China Equity Strategy _Estimating the earnings impact from p...-109014340》主要包含哪些内容?

Estimating the earnings impact from potential Key takeaways from UBS analysts survey on tariff impact We have surveyed UBS analysts on c.400 China stocks under our coverage for their核心数据:estimate on the potential impact of a 60% US tariff on their companies' earnings, as a;scenario analysis. Overall, we estimate that the US market contributes c.3% of the listed;companies' revenue with c.20% of the US exposure currently subject to tariffs (at an。

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