GlobalMarketsStrategy16July2024JPMORGANwww.jpmorganmarkets.comEquityStrategyRieNishiharaAC(81-3)6736-8629rie.nishihara@jpmorgan.co...
MFebruary12,202409:24PMGMTUpdateEuropeanEquityStrategyEuropeMorganStanley&Co.Internationalplc++44207425-1965+44207677-4652EarningsSeasonMonitor–GiorgioMagagnotti,CFA+44207425-2318ImprovingBreadth+...
MFebruary16,202404:20PMGMTUpdateIndiaEquityStrategyAsiaPacificMorganStanleyIndiaCompanyPrivateLimited++91226118-2222+91226118-22243FQ24Earnings–FinalCut:RidhamDesai+91226118-1008AnotherGoodQuarter...
MApril30,202409:00PMGMTUpdateChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853+656834-81724Q23EarningsFinalCut–LauraWangBiggestMissSince2018+8523963-4186EquityStrategistChinesee...
JPMORGANGlobalMarketsStrategy16April2024JapanEquityStrategyJanuary-MarchEarningsoutlook:Expectcautiousguidance,leavingroomforrevisingupTOPIXcompanieswillissueinitialFY2024guidance,andwethinktheymay...
MApril22,202402:11AMGMTMorganStanley&Co.LLCUpdateUSBanks&ConsumerFinanceNorthAmericaBetsyL.Graseck,CFA+1212761-8473+1212761-40921Q24EarningsChartPack:DayEquityAnalyst+1212761-17616Betsy.Graseck@mor...
JPMORGANGlobalMarketsStrategy09February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With65%ofS&P500companieshavingreported,73%arebeatingEquityMacroStrategy4Qnetincomeexpectations(vs.71%avg.la...
JPMORGANGlobalMarketsStrategy26February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With88%ofS&P500companieshavingreported,71%arebeatingEquityMacroStrategy4QEarnings(in-linevs.avg.last4Qs,see...
JPMORGANGlobalMarketsStrategy20February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With78%ofS&P500companieshavingreported,73%arebeatingEquityMacroStrategy4QEarnings(vs.71%avg.last4Qs,seeFigu...
JPMORGANGlobalMarketsStrategy05February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With45%ofS&P500companieshavingreported,71%arebeatingEquityMacroStrategy4QEarnings(vs.71%avg.last4Qs,seeFigu...
JPMORGANGlobalMarketsStrategy21February2024IndiaEquityStrategy3QFY24EarningsDissector:UpgradeHospitals/DowngradeStaplesNifty50’sex-financialsrevenue/PATcameinat+5%/15%YoY,andEBITDAEquityMacroResea...
JPMORGANGlobalMarketsStrategy23February2024EquityStrategyQ4EarningsSeasonTracker•Over80%ofS&P500companiesand55%ofStoxx600companieshavenowHeadofGlobalEquityStrategyreportedQ4results.EPSgrowthforthe...
JPMORGANGlobalMarketsStrategy16February2024EquityStrategyQ4EarningsSeasonTracker•WeareenteringthefinalstagesofthereportingseasonintheUS,withnearlyHeadofGlobalEquityStrategy75%ofcompanieshavingrepo...
JPMORGANGlobalMarketsStrategy09February2024EquityStrategyQ4EarningsSeasonTracker•WearemorethanhalfwaythroughtheQ4reportingseasonintheUS,with60%EquityStrategyofcompanieshavingreported.InEurope,33%o...
5April20249:57PMJSTBuyYaskawaElectric(6506.T)EarningsReview:FY23operatingprofits/FY24guidanceinline;raisingGSe/TPtoreflectweakyen,signsofordersbottomingout;reiterateBuy6506.T12mPrieTarget:...
DeutscheBankIndustryDateResearch7February2024EarlyMorningHaulNorthAmericaIndustryUpdateCanadaUnitedStatesIndustrialsAirFreight&LogisticsEarnings(ARCB,WERN),+RailserviceARCBEarnings-Lessthantruckloa...