Institutional desk Sell-side卖方

GS Duttenhoefer BEST of DAY 3 at our German Corp Conference in Munich

Sep 23, 20266 pages页

From the report报告摘录German Equities Outlook: Consensus 17% EPS growth (2027) vs 9% STOXX 600, DAX at 15x P/E with under-owned positioning (20% revs from Autos/Chemicals); key growth driver: manufacturing recovery through 2027/28.

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