MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
应用介绍
Key Takeaways
Global Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12M
P/E, led by ROW Staples while EU and US valuations were broadly flat
However, Global Staples underperformed the wider market and now trades at an
11% premium to MSCI World (vs a 17% premium 4W ago)
Within EU Staples, Beverages was the best performing sub-sector in the last 4W,
offsetting de-rating in Food Producers & Tobacco
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