基本信息
文件名称：【巴克莱-2025研究报告】财报发布后的主要投资者辩论话题；2025年第二季度的问题与催化剂.pdf
文件大小：5.47 MB
总页数：136 页
更新时间：2025-05-20
总字数：约50.8万字
文档摘要
EquityResearch
18May2025
U.S.Multi-Industry
Maininvestortopicsofdebate
post-earnings;Questions
Catalystsfor2Q25U.S.Multi-Industry
NEUTRAL
WethinkFTV,LII,PNR,SWKofferthemostroomtotalkupU.S.Multi-Industry
theoutlook/trendstheyareseeinginthecomingweeksvsJulianMitchell
+12125261661
whatweheardatQ1earnings,withFTVhavingthebiggestQ2julian.mitchell@
catalystpertheCMD/split.BCI,US
JackCauchi
+12125269154
Forourdetailedthoughtsonthesectorpost-earnings,pleaseseeourreport.
jack.cauchi@
?WeretainaNeutralindustryview.Afterlastmonth’srally,thesectorisslightlyBCI,US
underperforming(-1%)theSPYTD.MostinvestorsaretellingusthecyclicalrallywillKenyonCPellet