澳大利亚新兴企业：8月份财报季的最佳选择.docxVIP

13 August 2020 EquitiesAustraliaAutomobilesTim Plumbe Equities Australia Automobiles Tim Plumbe Analyst +61-2-9324 3726 Josh Kannourakis Analyst +61-2-9324 3736 Tom Godfrey, CFA Analyst +61-2-9324 3575 Apoorv Sehgal Analyst +61-2-9324 2715 Aryan Norozi Analyst +61-2-9324 3173 Cissy Xu Associate Analyst +61-2-9324 3609 Charlotte Toms Associate Analyst +61-2-9324 2278 Australian Emerging CompaniesTop Picks for August Reporting Season Earnings momentum skewed to downside but re-rates dominateOver the last four months, we have seen negative consensus EPS revisions of -5% for 53% of our cove