Monthly Outlook 202309: US Corporate Earnings Set to Rebound? Hiring Cost Is the Biggest Risk
US Equity Strategy _Earnings Brief 2Q24 August 26_ Golub-110017681
–1H23 earnings beat with surprise in dividend
Impressive 1Q23 earnings; Higher earnings forecast & TP; More catalysts ahead
Quality growth strategy underpins strong earnings growth
Earnings expectation is settling
2Q23 preview: solid earnings growth despite social entertainment business adjustment
Expect solid 2023E earnings; Higher free float to boost valuation
1H23E earnings preview： All eyes on the Galaxy
Earnings risk not yet priced in
公众号
小程序
社群
公众号小程序社群