2023全球市值100强上市公司排行榜

今天分享的是市值100强深度研究报告：《2023全球市值100强上市公司排行榜-普华永道》。（报告出品方：普华永道）

报告共计：22页

超多精选报告来源：公众号《见鹿报告》

【报告内容摘要如下】

First significant Year-on-Year (YoY) decline since 2009

• Market Capitalisation for the Top 100 companies decreased by 11% ($3,845bn) compared to 31 March 2022, the first significant decrease since 2009 (-38%).

Europe the only region with YoY growth

• Despite a volatile macroeconomic backdrop, Europe experienced YoY growth - the only region to do so - with total market capitalisation increasing $341bn (9.5%), moving up to the second spot in the regional list. This was attributable to four new entries to and some outstanding YoY performers, including Novo Nordisk (+ 40%).

• The US saw a 12% ($2,969bn) decline in market capitalisation, though retained its number one spot in the regional list.

Sector dynamic - A rotation from growth and cyclical stock to more defensive sectors

• Despite a surprising rally in Q1-23 for technology, the sector recorded an 8% YoY decline in the list, the first decline recorded since 2016.

• A poor year for Financials and Consumer Discretionary, accounting for $2,159bn (56%) of the total fall in market capitalisation, driven by exits and performance.

• Companies featuring within the Industrial sector performed well with market capitalisation increasing 45% ($376bn), mainly aided by four new entries into the Top 100.

Apple retains its top spot despite a challenging year for Tech valuation, leaving the top five unchanged

• Despite Apple and Microsoft falling 8% and 7% respectively, they were the only two companies in the top five to outperform their relative industry sector, with Technology falling 12% overall. Saudi Aramco, was the worst performing relative to it’s sector down 18% versus the Energy index of a 2% decrease.

Country performance

• Germany, France and Denmark had notable growth this year despite challenging macroeconomic conditions. SAP SE, a Germany based Technology Company, saw a 12% increase in market capitalisation this year, one of a few exceptions in the Top 100.

【报告内容看点】

1. Highlights
2. Supplementary analysis
3. Methodology
4. Complete ranking

报告共计：22页，受篇幅限制，仅展示部分内容。

超多精选报告来源：公众号《见鹿报告》

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