JPMorgan-Japan Equity Strategy Jan-Mar earnings wrap Weak guidance i...-108310667
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.
Global Markets Strategy rie.nishihara@jpmorgan.com JPMorgan Securities Japan Co., Ltd.核心数据:More than 90% of TSE Prime Market companies have announced their FY2023;guidance (for a profit decline). The FY2024 guidance for net profit to decline 3% YoY;decline (the weak yen contributed 30-40% of the upside). Profit margins。
覆盖 2024 年,全文约 17。
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适合战略规划、行业研究员等读者参考。
重点分析了PLC等议题。