上海过江地铁一站路，房价便宜上百万...... 你是否经常在网络上听到这样一句话，说的就是老闵行黄浦江对面的奉贤西渡！ 虽然上海地铁5号线，老闵行的江川路和奉贤的西渡只是相差一站路，但是两个板块的房价却是完全两个概念. 我们在房产网站上可以看到，老闵行这边的二手房均价在将近4万左右一平米，而西渡这边的均价才2万5左右一平米，这完全是一个天上一个地下。 奉贤西渡，这里步行到地铁站几百米的小区，老房子的小户型八九十万就能买到一套。 那么你是愿意呆在闵行还是奉贤呢? 现实中很多人买在西渡的，都是考虑到闵行或市区方向的通勤，闵行和市区的预算不够，只能退而求次选择西渡了，也可以说是经济条件下的迫不得已， 但内心肯定是倾向于闵行，因为毕竟地段不一样，生活配套，医疗和教育资源也不一样。 虽然有很多人说老闵行现在没有了以往的辉煌，但毕竟瘦死的骆驼比马大。 甚至还有人说西渡的位置比宇宙中心大南桥还要好，只是城市界面不如南桥。 这说的不是废话吗？ 如果拿金汇出来和西渡比一比还能有点争议，但是和南桥比，除了离市区更近一些，好像找不到任何优势，对了那就是房价上占点优势！ 所以这也是房价低的原因...... 可以说是上海最便宜的地铁房 ...

Amneal Pharmaceuticals (AMRX) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 To get an on time start. It's my pleasure. I am Jonas Schirleff from the Healthcare Investment Banking team here at Jefferies. Today we will be hearing from Chirag Entasos from the Amneal Pharmaceuticals team and I will hand it over to you. Thank you very much. Speaker1 Thank you. Thank you. Good morning everyone. Great to see you. Beautiful summer day and hopefully you guys get to go out and walk around and I think the Canadia ...

Summary of Camping World Holdings Conference Call Company Overview - **Company**: Camping World Holdings (CWH) - **Industry**: Recreational Vehicle (RV) Retail - **Key Executives**: Marcus Lemonis (Chairman and CEO), Matt Wagner (President), Brett Andress (SVP of Corporate Development and Investor Relations) [1][2] Core Business Segments - **RV Dealership Network**: Over 200 locations selling new and used RVs, financing, parts, and services [3] - **Good Sam Business**: Membership club offering roadside assistance, warranty insurance, generating over $150 million in revenue and $100 million in EBITDA [4] Market Share and Performance - **Market Share**: Approximately 20% of new RV sales; recent increase to about 14% of total RV sales including used [5] - **Sales Performance**: Strong performance during Memorial Day weekend, outperforming industry trends which are down mid to high percentage [7] Consumer Trends and Affordability - **Affordability Focus**: Key to success has been identifying price points to drive demand; average selling prices (ASPs) monitored to attract consumers [8][9] - **Interest Rates Impact**: Interest rates and unit costs are critical; the company has been proactive in managing these factors to maintain affordability [10] Used RV Market Strategy - **Used Market Growth**: Increased market share in the used RV segment from 5% to 9% in recent months; long-term goal to combine new and used market share to 15% [27][28] - **Procurement Efficiency**: Developed a system to efficiently procure used RVs, leveraging data from Good Sam and service business [24][33] Financial Outlook - **2025 Guidance**: Low single-digit growth expected in new units, low to mid single-digit growth in used units; maintaining historical margins [39] - **Cost Management**: Focus on reducing fixed costs and improving operational efficiency to achieve 8% EBITDA margins [44] Customer Demographics - **Core Customer Profile**: Predominantly 50-year-old Republicans with household incomes over $100,000 and credit scores around 700 [45] Industry Dynamics - **Market Resilience**: Historically, the number of RVs in circulation has never decreased; the company believes in the stability of the RV lifestyle [16] - **External Factors**: Monitoring interest rates and potential tax benefits for RV loans; optimistic about the used market's growth potential [51][52] Service and Parts Business - **Service Revenue**: Average of $50 million per month in service and parts; potential for growth in customer pay work [62] Conclusion - **Strategic Focus**: Emphasis on used RV market, service business, and maintaining affordability to navigate macroeconomic challenges; cautious approach to M&A with a focus on internal growth [55][56]

Summary of the Conference Call Company Overview - The company discussed is UMH Properties, which owns 141 manufactured home communities in the Eastern United States, with over 26,500 developed home sites [2][3]. Core Business Model - UMH provides factory-built homes for sale or rent, emphasizing affordability and community living [3][4]. - The cost of a 1,000 square foot three-bedroom, two-bath house is approximately $70,000, with lot costs varying from $30,000 to $100,000 [4]. - The rental price for homes is set at around $1,000 per month, targeting individuals earning between $40,000 to $80,000 annually [4][10]. Market Demand and Growth - There is a significant shortage of affordable housing in the U.S., estimated at over 4 million units [8]. - Since 2011, UMH has rented out 10,400 homes and plans to add 800 rental units annually [6][12]. - The company has seen a 10.8% average same-property NOI growth over the past five years [17]. Financial Performance - Sales are projected to approach $40 million, with current sales at over $30 million [13]. - The company has maintained strong rent collection rates, around 98.5% to 99% [19]. - Revenue for the company is projected at $200 million, with expectations of a 5% rent increase contributing an additional $10 million [25]. Challenges and Solutions - The company faced challenges with retail financing and supply chain disruptions, particularly during the COVID-19 pandemic [12][24]. - UMH has adapted by focusing on rental homes, which has allowed them to fill communities that others could not [12]. - The company has a strong balance sheet with $35 million in cash and has recently refinanced communities to improve its financial position [43][44]. Future Outlook - UMH is optimistic about future growth, with plans to continue adding rental units and expanding its portfolio [28][32]. - The company anticipates that demographic trends will favor their business model, particularly among retirees and young families [30]. - The management believes that the rental program will continue to be successful, with homes appreciating in value over time [24][60]. Capital Needs and Financing - The company requires approximately $100 million to $150 million annually to support its growth strategy, including acquisitions and capital expenditures [42]. - Recent refinancing efforts have proven the effectiveness of their business plan, with significant increases in property appraisals [44][46]. Conclusion - UMH Properties is positioned for continued growth in the manufactured home community sector, leveraging its business model to address the ongoing demand for affordable housing while maintaining strong financial performance and operational efficiency [56][58].

Health on Demand Smarter Benefits, Stronger Workforce Health on Demand 2025. Smarter Benefits, Stronger Workforce. Introduction The world has experienced profound change in recent years, and as we move through 2025, the pace of change is only accelerating. Alongside geopolitical conflicts, trade wars, record-breaking temperatures, extreme weather events and the spread of misinformation, employees are grappling with the changing world of work, technological disruptions and the rapid adoption of AI. In the fa ...

Investment Rating - The report assigns a "Sell" rating to Vornado Realty Trust (VNO) with a 12-month price target of $33.00, indicating a downside potential of 13.1% from the current price of $37.97 [14]. Core Insights - Management believes it is in a landlord's market, with strong tenant demand for Class A office space in Manhattan and constrained new supply due to high replacement costs and interest rates [3]. - VNO's occupancy in New York decreased from 88.8% at the end of 4Q24 to 84.4% in 1Q25 but is expected to recover to the low 90% range within 12 months due to leasing activity [3]. - The company completed significant leasing transactions, including a 337k SF lease by Universal Music Group at PENN 2 and a 222k SF lease at 555 California Street in San Francisco [3][11]. - VNO's 2025 comparable FFO is expected to be flat compared to 2024, with meaningful growth anticipated by 2027 driven by the lease-up of PENN 1 and PENN 2 [4]. Financial Performance - VNO's NTM FFO is currently trading at 17.9x, below its historical average of 22.3x, while trading at a 6.0% premium relative to the REIT sector [10]. - On an AFFO basis, VNO is trading at 37.9x NTM AFFO, significantly higher than its pre-pandemic average of 32.0x, reflecting an 88% premium compared to the REITs average [10]. - The report updates estimates for VNO, with 2025 NAREIT FFO projected at $2.20, reflecting a slight decrease from previous estimates, while 2026 and 2027 show growth [12]. Valuation Trends - The report notes that VNO's premium versus the REIT sector is approaching historical average levels, indicating a potential normalization in valuation [6]. - The updated price target reflects a revised AFFO multiple of 27.0x, up from 26.2x, based on recent leasing strength and market movements [12].

Astrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology, media, internet, and consumer sectors in North America and Asia, Astrada Advisors excels in identifying high-potential investments and navigating complex industries.Leveraging extensive local and global experience, Astrada Advisors offers a unique perspective o ...

Champion Homes (SKY) Q4 2025 Earnings Call May 27, 2025 08:30 AM ET Speaker0 Good morning. Welcome to the Champion Homes Fourth Quarter Fiscal twenty twenty five Earnings Call. My name is Sherry and I will be coordinating your call today. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I will now turn the call over to your host, Jason Blair, to begin. Jason, please go ahead. Speaker1 Good morning. Thank you for taking the time to join us f ...

Austin, Texas ranks first with the lowest rent-to-income ratio and a booming tech scene Minneapolis, Minn., and Raleigh, N.C., offer both high job availability and short commutes Richardson, Texas is a new entry with growing career opportunitiesAUSTIN, Texas, May 27, 2025 /PRNewswire/ -- Just in time for graduation season, Realtor.com® has released its 2025 list of the Top Rental Markets for Recent College Grads, highlighting the cities where new degree holders are most likely to find an affordable place t ...

一项最新政府报告指出，澳洲家庭平均需要花费其收入的一半来偿还新购房贷款。 这一数据对首次购房者来说无疑是个重大打击，尤其在房价不断上涨以及生活成本 日益增加的背景 下。 （图片来源：RealEstate） 据RealEstate网站报道，房价的攀升和生活成本的增加，让许多首次购房者的负担 进一步加重。而在此 过程中，新的降息政策可能带来更大的购房需求，这反过来又 可能刺激房市，导致房价进一步上涨。 国家住房供应与可负担性委员会发布的最新报告显示，到2024年12月，支付新房贷 款将需要中等收入 家庭收入的50%。 报告同时指出，对于租房者而言，预计他们需 要花费其收入的三分之一来支付租金。 （图片来源：RealEstate） REA Group的经济学执行经理Angus Moore进一步指出，当前的住房可负担性已达到 了有记录以来的最 糟糕水平。 他表示，首次购房者或有意愿购房的租户通常需要大量借贷以便进入房市，但他们 面临的经济压力前 所未有。 收入的增长并不足以抵消房价和抵押贷款利率的迅速上涨，这意味着普通澳洲家庭 目前仅能负担起全 国出售房屋的14%。 而根据最新的PropTrack房价指数，澳洲的房价 ...