YangziJiang/SembMar: (The Edge) Morgan Stanley note that industry grp’s that are most exposed to EU in terms of rev are tech, hardware, commercial and professional services and Semi Con.
Under house coverage,YangZiJiang and SembMar feature as one of the top 20 stocks under coverage that are most exposted to EU, with Co’s deriving 75.3% and 45.5% of their rev from the region. Interestingly, SG does not feature among countries with especially high exposure to EU.
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