@volatim · Long CAT · The Analysts

👀 "Earnings-led upturn in industrials" $CAT

Morgan Stanley's Mike Wilson: Steep de-rating since early summer has created a 'better setup' in cyclicals. "Parts of the asset-heavy universe are beginning to look more interesting" Earnings holding up, sees earnings-led upturn in Industrials.

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Since the call—

unrankedThe analyst's rank today

Medium · 0.84Confidence

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#88

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