With Rst Valac, the US market market probably does not turn too much, the same are the historical point of view very high. If the DL RST action prices would be their movement, the main RST of the profitability of trading companies would be drunk. I missed Tden a little disassembled the thesis of Morgan Stanley, according to which optimism on the stock is high at a time when there is a great risk on the side of profitability. But what about the bank of a specific incentive profit and how to set it into this thesis?
In the following chart, there is a profit in the following two years according to consensus and according to the World Championship. The bank is in its predicts humiliated by a dicked not thoughtful consensus, but not muddy. Also the EC Sun Rst profitability of traded societies – concrete is an intermediate by about 13 % and 12 %:
Source: x Mal Technical Access aside: If the prices of the action copied (OEKVAN) RST profit, they would grow at a pace that would creep the docked nimity. It is only 6.5 % of the ten -year -old bonds at 4.5 % of ten -year -old bonds (if we find the Goldman Sachs, which hard that the risk of the action decreased in the US to 2 %). Otherwise, the rst taen oekvanmi profits do not respond to what we would have eaten on the efficient market that would move the prices of the action so that only the 6 7 % nimmatility would generate only that 6 7 %. But today I want to go a bit of the thesis of the high risk of profit. As I wrote tden, MS he speaks especially in connection with the pess that the profitability is now in the late cycle. Despite this, in the year 2023, the recesses of recession and now would not be the basis, EMK cycling boom (consensus with nm real sweat). MS SVJ NZORT OUT FROM SECOND:
Source: Xodle of the first graph, including the EC profit boom, according to the second or, according to him, the thesis of the high risk of profit, but it would be murmured by the opposite death. However, it is not necessary to make a variable view. The first chart of me BT is the main scan and the type of thesis next to the next, not with the negligible estimated truthfulness. The type of graph, however, is not particularly pessing of these new cycles were two presented the expansion of the late Fze cycle. MS PE, E it has borne even now, but it is only to see. By the way, I wrote here about how, according to OEKVN, the investment would look the most hyperscaler* in the US. In Letonm and PTM of the year, they should be able to get about $ 580 billion together. If they would quickly generate the adopted nimity and it was around 10 %, the profits (or free cash flow) companies would only increase the two two -flight investments by about $ 58 billion. For Apple's perspective in recent years, IS have generated NCO profits above $ 90 billion. The ten largest companies for the total profitability of the company's trading sector are stupid less than 30 % (less than 40 % to capitalize). In the above, the stupid tissue of the cycle, but this note that it is to be made to the profit of me. And it would distinguish it. The end of the end is one of the two, for the World Championships with the Nelpka last profit recession Malit. *Pedpokldm, that the murderers as a hyperkler, even the hyperskalr do not get in etin.
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