实时全球研报
LatAm Equity Strategy Reference Presentation
研报英文原文证据摘录
LatAm Equity Strategy Reference Presentation
Earnings & Valuation: Relatively cheap… Materials carry the growth vs. weak staples
Earnings growth has been largely driven by Materials, though tough comps for 2H temper the momentum
MEXBOL trades ~1 st. dev. below its long-term avg. Materials most expensive; Consumer cheapest vs. 5Y avg.
15 14.6
13 12.5
Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Jan-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Feb-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Mar-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06Apr-06May-06May-06May-06May-06May-06May-06May-06May-06May-06May-06May-06May-06May-06May-06May-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jun-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Jul-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Aug-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Sep-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Oct-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Nov-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Dec-06Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Jan-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Feb-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Mar-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Apr-07Ap…
本摘录由系统从所标注的 PDF 证据页直接提取并保留英文原文，不做批量翻译；登录后在阅读器切换中文时才按需翻译。
打开研报阅读器