statement
Over one month, consensus was raised for Taiwan (+3.9%), Korea (+3.3%), Japan (+1.5%) and the US (+0.8%), and cut for China (-1.2%) and Germany (-0.3%).
A statement by 미래에셋증권 전략/퀀트 유명간. Statements are as reported by the cited publishers — not verified by DecisionGateway.
컨센서스 상향 국가(1M) : 대만(+3.9%), 한국(+3.3%), 일본(+1.5%), 미국(+0.8%)
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Countries with upward consensus revisions over 1 month: Taiwan (+3.9%), Korea (+3.3%), Japan (+1.5%).미래에셋증권 전략/퀀트 유명간 · statementTaiwan, Korea and Japan are showing improving earnings momentum.미래에셋증권 전략/퀀트 유명간 · statementGlobal earnings momentum is improving, with Taiwan, Korea and Japan trending up.미래에셋증권 전략/퀀트 유명간 · predictionKOSPI and Taiwan jumped up to 4%.cnbc_tv18 · statementAsian markets are trading higher, led by gains of up to 3% in Japan, South Korea and Taiwan, while European markets declined up to 1% amid concerns over AI investments.motilaloswalofficial · statementThanks to government intervention the Taiwan market rebounded 5% on the 9th, but foreign investors continued net selling, and a sustained rebound is hard to expect until foreign supply stabilizes.하나증권 중국테마전략 김성은 · prediction