摩根士丹利：多行业_3Q24 预览_容易找到的节拍，更难找到的修订
摩根大通·2024-10-14 14:30
M Update Multi-Industry | North America October 10, 2024 04:35 AM GMT 3Q24 Preview: Easy to Find Beats, Harder to Find Revisions Note includes detailed write-ups and modeling on company specific set-ups into Q3 EPS along with key macro debates. We have re-connected with all of our Corporates post Laguna Conference. We model beats across our US multi-industry coverage into Q3 – the macro has tracked sideways, in line w/ corporate expectations and we see margins as the clearest source of EPS upside in the qua ...