毕马威：2024第一季度行业市场倍数分析报告_30页_1mb

报告摘要

2024年第一季度行业市场倍数分析报告总结

The KPMG 2024 Q1 Industry Market Multiples Analysis Report examines the stock market performance and value multiples of listed companies in four major Chinese regions (Hong Kong, Shanghai, Shenzhen) and the US. Key findings include:

Global stock indices showed growth in Q1 2024 due to AI sector enthusiasm and rate cut expectations.
Total market capitalization across exchanges was approximately $87 trillion, with US exchanges holding the highest share (74.9%).
The digital media industry had the largest market value (34.0%), followed by other sectors like healthcare, finance, and energy.
Various market multiples (e.g., P/E, EV/EBITDA) vary by industry and region, with stability or fluctuations observed.

The analysis highlights AI's impact on global growth but notes challenges like China's real estate volatility. Industry-specific data shows trends in valuation metrics across different exchanges, providing insights for investment decisions.

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