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摩根士丹利对2026财年及2026年第一季度财务表现的估计与共识对比
摩根士丹利对2026财年及2026年第一季度财务表现的估计与共识对比
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摩根士丹利:欧洲软件与服务行业:市场情绪仍处弱势:2026年一季度财报季策略前瞻-260416(英文版)(47页).pdf
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速腾聚创再度入选摩根士丹利"全球人形机器人产业链百强”
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(DAST.PA,持平评级) 达索的2026年第一季度收入增长指引范围相对较宽,在1-5%的固定汇率下。我预计交 响,考虑到达索的销售周期更集中在季度的后半部分。我们下调了第一季度的在其 预测,现在预期同比增长2.7%。我们的营业收入预测是30%,我们对收入和调调整 整后的营业收入的预测与市场一致。我们认为第一季度不会成为达索的特定催 险。我们对结果持中性态度。 预测及牛市/基准/熊市案例变化:我们更新了外汇,同时将2026财政年度的固降低我 定汇率增长预测上调30个基点至3.6%(与财政年度指引引3-5%相比)。在我们们的补充 标记了在我们的贴现现金流中应用的加权平均资本成本至10%,与SAP一致,,加入熊 反映出在软件领域观察到的更高市场折现率。我们的牛市/基准案例分别机械地市/17.00 降低至27.50欧元/21.75欧元/16.00欧元(从29.75欧元/23.25欧元减少)。
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摩根士丹利:欧洲软件与服务行业:市场情绪仍处弱势:2026年一季度财报季策略前瞻-260416(英文版)(47页).pdf
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TietoeVry价格目标与风险收益分析
风险回报分析:Temenos集团AG (TEMN.S) 关键收益驱动因素与目标价评估
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