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油脂油料板块大面积飘绿 菜籽粕主力涨逾1%
Jin Tou Wang· 2025-06-30 04:26
6月30日,国内期市油脂油料板块大面积飘绿,菜籽粕主力涨逾1%。截至目前,菜籽粕主力上涨 1.14%,报2572.00元/吨;菜籽油主力下跌0.43%,报9421.00元/吨;棕榈油主力下跌0.69%,报8308.00 元/吨;豆油主力下跌0.32%,报7976.00元/吨。 6月30日油脂油料期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | 豆油 | 7994.00 | 8002.00 | 8002.00 | | 棕榈油 | 8366.00 | 8376.00 | 8366.00 | | 菜籽油 | 9466.00 | 9466.00 | 9462.00 | | 豆粕 | 2942.00 | 2946.00 | 2938.00 | | 菜籽粕 | 2558.00 | 2559.00 | 2543.00 | | 豆一 | 4141.00 | 4140.00 | 4144.00 | | 豆二 | 3601.00 | 3603.00 | 3601.00 | | 花生 | 8178.00 | 8170.00 | 8170.00 | | 油菜籽 ...
原油系板块全线上行 原油主力涨近9%
Jin Tou Wang· 2025-06-13 04:01
6月13日,国内期市原油系板块全线上行,原油主力涨近9%。具体来看,截止目前,原油主力上涨 8.98%,报535.20元/桶;燃料油主力上涨8.15%,报3225.00元/吨;低硫燃料油主力上涨6.24%,报 3867.00元/吨;液化石油气主力上涨5.11%,报4360.00元/吨。 6月13日原油系期货价格行情 石油沥青厂库期货仓单36350吨,环比上个交易日持平; 液化石油气期货仓单9010手,环比上个交易日减少125手; 低硫燃料油仓库期货仓单0吨,环比上个交易日持平; 截止北京时间6月12日,据基差数据显示:燃料油、沥青、液化石油气、低硫燃料油品种合约出现'期现 倒挂'(现货价格高于期货价格)现象。 商品名称 现货价格 合约 价格 基差 基差率 燃料油 5287.5 2509 2982 2305 43.59% 沥青 3620 2509 3508 112 3.09% 液化石油气 4797.5 2508 4033 764 15.92% 低硫燃料油 3689 2508 3645 44 1.18% 备注:基差=现货价格-期货价格。 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- ...
X @Investopedia
Investopedia· 2025-06-09 16:00
Step-up in basis raises an asset's cost basis to the fair market value on the day the owner dies. It also exempts it from capital gains taxes until sold after death. https://t.co/MeRFjv425M ...
油脂油料板块跌多涨少 花生主力跌逾1%
Jin Tou Wang· 2025-05-23 04:17
豆油期货仓单14602手,环比上个交易日持平; 棕榈油期货仓单330手,环比上个交易日持平; 菜油期货仓单2121张,环比上个交易日减少67张; 豆粕期货仓单38311手,环比上个交易日持平; 5月23日,国内期市油脂油料板块跌多涨少,花生主力跌逾1%。截至目前,花生主力下跌1.17%,报 8288.00元/吨;棕榈油主力下跌0.17%,报8018.00元/吨;豆粕主力上涨0.75%,报2954.00元/吨;豆一主 力下跌0.36%,报4189.00元/吨。 菜粕期货仓单28877张,环比上个交易日减少2070张; 5月23日油脂油料期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | 豆油 | 7770.00 | 7760.00 | 7760.00 | | 棕榈油 | 7996.00 | 7994.00 | 8032.00 | | 菜籽油 | 9408.00 | 9405.00 | 9388.00 | | 豆粕 | 2944.00 | 2939.00 | 2932.00 | | 菜籽粕 | 2563.00 | 2562.00 | 2550 ...
花旗:机构抵押贷款支持证券周报-供应情况变化
花旗· 2025-05-19 09:58
The next agency MBS weekly will be published on May 30, 2025. 16 May 2025 12:18:00 ET │ 23 pages Agency MBS Weekly Supply Gets Mowed CITI'S TAKE We project private market supply to be $394bn for 2025, ~$20bn lower than our previous projection. The reduction in private market supply should be a tailwind for the sector, but near-term supply could increase due to summer seasonals. Fed custody holdings data showed another $10bn reduction in Treasury holdings between May 7th and May 14th, and uncertainty remains ...
QuoteMedia Announces Financial Results for Q1 2025
Globenewswire· 2025-05-15 20:37
PHOENIX, May 15, 2025 (GLOBE NEWSWIRE) -- QuoteMedia, Inc. (OTCQB: QMCI), a leading provider of market data and financial applications, announced financial results for the quarter ended March 31, 2025. QuoteMedia provides banks, brokerage firms, private equity firms, financial planners and sophisticated investors with a more economical, higher quality alternative source of stock market data and related research information. We compete with several larger legacy organizations and a modest community of other ...
Coupang(CPNG) - 2025 Q1 - Earnings Call Transcript
2025-05-06 22:32
Coupang (CPNG) Q1 2025 Earnings Call May 06, 2025 05:30 PM ET Company Participants Michael Parker - Vice President, Head of Investor RelationsBom Kim - Founder, CEO & ChairmanGaurav Anand - CFO Conference Call Participants Eric Cha - AnalystStanley Yang - AnalystSeyon Park - Equity Research AnalystJiong Shao - Analyst Operator Hello everyone. My name is Krista and I'll be your conference operator today. At this time, I would like to welcome everyone to the Kupong twenty twenty five First Quarter Earnings Co ...
Industrial Logistics Properties Trust(ILPT) - 2025 Q1 - Earnings Call Transcript
2025-04-30 15:02
Financial Data and Key Metrics Changes - Cash basis NOI grew by nearly 2% year over year, while normalized FFO increased 43% year over year and 52% sequentially [7][15] - NOI for the quarter was reported at $87,500,000, with cash basis NOI at $83,800,000 and adjusted EBITDAre at $85,300,000, all showing increases year over year and sequentially [16] - Interest expense decreased to $69,800,000, reflecting a reduction in interest rate cap costs [16] Business Line Data and Key Metrics Changes - The company executed over 2,300,000 square feet of total leasing activity with an occupancy rate of 94.6%, reflecting a sequential increase of 20 basis points [7] - The Mainland properties accounted for nearly 80% of renewal activity, with significant leases signed with major tenants [11] - In Hawaii, 492,000 square feet of renewals were signed at rental rates 18.2% higher than prior rents [9] Market Data and Key Metrics Changes - The company is monitoring the evolving landscape surrounding global tariffs, which may impact tenant demand and the overall leasing environment [10] - The leasing pipeline includes 32 deals for more than 7,400,000 square feet, with anticipated roll-ups in rent of 20% on the Mainland and 30% in Hawaii [13] Company Strategy and Development Direction - The company aims to maximize mark-to-market growth opportunities, maintain strong tenant retention, and lease vacancies, particularly in undeveloped land parcels [10] - There is a focus on evaluating opportunities to improve the balance sheet and reduce leverage, potentially through refinancing existing debt and strategic property dispositions [10][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the portfolio's ability to withstand short-term volatility due to its high-quality assets and diversified tenant roster [10] - The company anticipates that tariffs may positively impact tenant demand, leading to higher tenant retention in the short term [38] Other Important Information - The company reported a strong start to the year with solid financial performance and steady demand for industrial real estate [17] - The company has no debt maturities until 2027, with all debt currently carried at fixed rates [17] Q&A Session Summary Question: Details on bad debt recovery impact - The financial impact from bad debt recovery in the first quarter was around $750,000, which is reflected in revenues [20][21] Question: Insights on leasing timelines - Leasing timelines have elongated, with tenants looking to start renewal processes earlier due to more stakeholders involved in lease decisions [22][23] Question: Status of notable vacancies in Hawaii and Indianapolis - Activity has been seen for the Hawaii property, with proposals out, while the Indianapolis property is actively being marketed with proposals but no finalized leases yet [24][26] Question: Motivation for leverage reduction and property sales - The company is evaluating unsolicited offers for properties, particularly from owner-users, which may lead to higher valuations [28][30] Question: Impact of tariffs on tenant decisions - Tariffs are anticipated to be beneficial for tenant demand, with some tenants opting to stay in place rather than relocate due to concerns about construction costs [37][38] Question: Exposure of Hawaii portfolio to inbound travel - The portfolio's exposure to inbound travel is minimal, as tenants generally serve the local economy rather than relying on tourism [39]
原油系板块“万绿丛中一点红” 原油主力跌逾3%
Jin Tou Wang· 2025-04-30 06:55
石油沥青厂库期货仓单34070吨,环比上个交易日持平; 液化石油气期货仓单7757手,环比上个交易日持平; 低硫燃料油仓库期货仓单42250吨,环比上个交易日持平; 截止北京时间4月29日,据基差数据显示:燃料油、沥青、液化石油气、低硫燃料油品种合约出现'期现 倒挂'(现货价格高于期货价格)现象。 4月30日,国内期市原油系板块"万绿丛中一点红",原油主力跌逾3%。具体来看,截止目前,原油主力 下跌3.50%,报471.00元/桶;燃料油主力下跌1.88%,报2925.00元/吨;低硫燃料油主力下跌2.75%,报 3391.00元/吨;液化石油气主力上涨0.55%,报4407.00元/吨。 4月30日原油系期货价格行情 | 合约名称 | 开盘价 | 昨收价 | 昨结价 | | --- | --- | --- | --- | | SC原油 | 480.10 | 483.60 | 488.10 | | 燃料油 | 2945.00 | 2969.00 | 2981.00 | | 沥青 | 3410.00 | 3430.00 | 3441.00 | | 液化石油气 | 4389.00 | 4399.00 | 4383 ...
Orchid Island Capital(ORC) - 2025 Q1 - Earnings Call Transcript
2025-04-25 15:02
Financial Data and Key Metrics Changes - For Q1, the company earned $0.18 per share compared to $0.07 in Q4 [5] - Book value at March 31 was $7.94 per share compared to $8.09 at December 31 [5] - Total return for the quarter was 2.6% unannualized compared to 0.6% for Q4 [5] - Liquidity at March 31 was 52.2% compared to 52.9% at December 31 [7] Business Line Data and Key Metrics Changes - The average portfolio was just under $6 billion compared to $5.3 billion in Q4 [6] - The leverage ratio at March 31 was 7.8 compared to 7.3 at December 31 [6] - Prepayment speeds were 7.8% in Q1 compared to 10.5% for Q4 [6] Market Data and Key Metrics Changes - The market moved to price in three or more Fed cuts by the end of the year [11] - Swap spreads moved meaningfully negative late in the quarter and into April [14] - The spread of the current coupon mortgage to the ten-year has widened significantly [16] Company Strategy and Development Direction - The company raised capital during the quarter and deployed it into higher coupon, shorter duration assets [24] - The strategy includes using longer duration hedges to mitigate exposure to declining swap spreads [24] - The company is focused on maintaining liquidity and is prepared to raise capital if necessary [76] Management's Comments on Operating Environment and Future Outlook - The management expressed uncertainty due to market volatility driven by tariffs and inflation [55] - The expectation is for slower growth and potential Fed eases, which could lead to a steeper yield curve [58] - The company is positioned with a skew towards higher coupon, shorter duration assets, which should work well in the current environment [59] Other Important Information - The company declared and paid dividends of $0.36 per share for each quarter [5] - The management acknowledged a mistake in the initial earnings release regarding the breakdown of earnings per share [9] Q&A Session Summary Question: What is the duration gap at the end of the quarter and to date? - The duration gap is very narrow, with a DV01 basis of $13, remaining about the same as of now [62][63] Question: Where do you see gross ROE sitting today? - The gross ROE is estimated to be around 20%, with high volatility in swaps [73] Question: How are you looking at dividend issuance and buybacks? - The company is cautious about buybacks due to stock trading close to book value and may consider raising capital for liquidity [76][78] Question: Will the 2025 dividend be 100% taxable income? - It is uncertain at this point, but the taxable income has been right on top of the distribution year to date [91][93] Question: Thoughts on the Rocket Mortgage and Nationstar deal? - The deal may increase prepayment speeds and impact the convexity of the mortgage universe negatively [99][100]