摩根士丹利:电子元器件_新加坡、香港投资者拜访
香港金融发展局·2024-10-11 22:13

M Update Electronic Components | Japan October 6, 2024 08:03 PM GMT Visits to Investors in Singapore and Hong Kong We held 32 individual meetings with institutional investors in Singapore & Hong Kong and a group lunch with institutional investors in Hong Kong (Sep 30 to Oct 4). We discussed stock selection and other topics based on earnings outlooks for JulSep 2024 and over the medium term from F2025. Shift from preference linked to expectations for AI and other specific themes to preference premised on ear ...