Pre-Trading Thoughts

We published yesterday our earnings expectations sheet for companies under coverage in 2Q24/FY24: 1) In 2Q24, aggregated net profit is expected to increase 61% YoY and decrease 19% QoQ, 2) In FY24, aggregated net profit is expected to increase 38% YoY, 3) Stocks that are expected to witness a shift from net loss to net profit YoY in 2Q24: OIH, AMOC, CCAP, EGAL, MCQE, 4) Stocks that are expected to witness a shift from net loss to net profit YoY in FY24: ESRS, 5) Stocks that are expected to wi...