Sign in with Google
bullish
Global Emerging Markets: Reporting Season Summary, 2Q2024
296 Views04 Jul 2024 07:14
SUMMARY
- During 2Q2024, the 200 largest weighted companies in the GEM index reported average EPS growth of +7.1%y/y, down slightly from the +8.7% reported during 1Q2024.
- Overall, 61% of companies delivered positive EPS surprises, and 57% delivered positive Sales surprises, a marked improvement from the previous quarter.
- Historically, there has been a significant difference in relative share price performance between the largest positive versus negative surprise generators, for 3 months after the reporting date.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Toyota Industries (6201) - Thinking About How To Value a ¥6trln Bid
- Hainan Meilan Intl Airport (357 HK): Hainan SASAC's Left/Right Pocket MGO
- StubWorld: On Valuing Toyota Industries (6201)'s Stub Ops
- Meilan Airport (357 HK): Possible Unconditional MGO at HK$10.62
- Shibaura Elec (6957) - Minebea Overbids Yageo's Overbid of Minebea's Overbid of Yageo - ¥5,500
Discussions
(Paid Plans Only)
- Active Global Funds: Country Positioning - USA Highs, Japan Lows, Taiwan Record Ownership26 Nov 2024
- Active GEM Funds: Positioning Chart Pack18 Nov 2024
- Global Emerging Markets: Reporting Season Summary, 3Q202403 Oct 2024
- Global Emerging Markets: Reporting Season Summary, 2Q202404 Jul 2024
- Global Emerging Markets: Reporting Season Summary, 1Q202405 Apr 2024
- Global Emerging Markets: Reporting Season Summary, 4Q202318 Jan 2024
x