国际投行报告-美股通信基础设施行业-机会范围：3月份电信、付费电视和媒体股票表现排名-2022.3.1-24页

# 通信基础设施 # 美股 # 投行报告大小：0.56M | 页数：24 | 上架时间：2022-03-08 | 语言：英文

国际投行报告-美股通信基础设施行业-机会范围：3月份电信、付费电视和媒体股票表现排名-2022.3.1-24页.pdf

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国际投行报告-美股通信基础设施行业-机会范围：3月份电信、付费电视和媒体股票表现排名-2022.3.1-24页.pdf

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类型: 行研

上传者: YXM-187

撰写机构: J.P.Morgan

出版日期: 2022-03-01

摘要：

In February, the hypothetical weighted return of stocks under our coverage of -0.32% was 165bps above the float-weighted telco/cable/media portfolio return of -1.98% (unweighted -1.52%) and 268bps above the S&P 500’s -3.00%. Today we update our monthly stock-ranking product, which is intended to provide clarity on our short-term expectations for stock moves within the wider context of our longer-term ratings. We also update our point allocations for our recent adoption of media stocks. We assign each of our stocks a value out of a total of 100 points to indicate how we would weight near-term exposure to each company.

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