Key Highlights: Asia Pacific Earnings Season

The video discusses the current earnings season in Asia, highlighting that it has not been the best so far. With major markets like Hong Kong, China, and parts of Southeast Asia yet to report, the data is primarily from Japan, India, and Australia. About 52% of companies have missed earnings estimates, while 33% have exceeded them. Most sectors have reported negative earnings surprises, except for IT, which has performed significantly better than expected. The biggest misses are in industrials and staples, but energy and utilities have shown strong revenue performance.

Which major Asian markets have yet to report their earnings?

• Japan and India

• Hong Kong and China

• Australia and Taiwan

• Southeast Asia and Japan

What percentage of companies have reported earnings higher than estimates?

• About 52%

• About 33%

• About 25%

• About 40%

Which sector has shown a significant positive earnings surprise?

• Energy

• IT

• Staples

• Industrials

Which sectors have shown the biggest misses in earnings?

• IT and Financials

• Industrials and Staples

• Healthcare and Consumer Discretionary

• Energy and Utilities

Which sectors have been the standout performers in terms of revenue?

• Industrials and Staples

• IT and Financials

• Energy and Utilities

• Healthcare and Consumer Discretionary