花旗：美国股票策略_ “良好净资产收益率（ROE）” 日益稀缺

A c t i o n | 13 Jun 2025 16:09:15 ET │ 27 pages US Equity Strategy "Good ROE" Increasingly Scarce CITI'S TAKE Stocks where ROE is expected to improve due to margin expansion and/or total asset turnover gains are becoming less abundant in the S&P 500. This is largely a function of downgraded outlooks on softer macros and trade concerns. The stocks that still find their way into our Positive ROE Trend baskets are expected to generate excess EPS growth over comparable indices, and even more so relative to Neg ...