Please Share:: 
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
India Strategy
Quick Comment: QE Jun-11 Earnings Season Thus Far
Still early days for earnings
Initial signals indicate strong revenue and earnings growth and margin compression. Excluding the energy companies, the aggregate revenue and earnings are up 22% and 20% YoY, respectively, in-line with Morgan Stanley’s analysts’ expectations.
MS Coverage beat ratio @ 47%
So far, 8 out of 17 companies have beaten MS analyst expectations (see slide 4 for details).
Broad market (ex-energy) earnings growth @ 19% YoY
Thus far, 161 companies in the broad market have reported. Excluding the energy companies, the aggregate revenue and earnings are up 25% and 19% YoY, respectively.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
India Strategy
Quick Comment: QE Jun-11 Earnings Season Thus Far
Still early days for earnings
Initial signals indicate strong revenue and earnings growth and margin compression. Excluding the energy companies, the aggregate revenue and earnings are up 22% and 20% YoY, respectively, in-line with Morgan Stanley’s analysts’ expectations.
MS Coverage beat ratio @ 47%
So far, 8 out of 17 companies have beaten MS analyst expectations (see slide 4 for details).
Broad market (ex-energy) earnings growth @ 19% YoY
Thus far, 161 companies in the broad market have reported. Excluding the energy companies, the aggregate revenue and earnings are up 25% and 19% YoY, respectively.
No comments:
Post a Comment