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中国房地产周度综述:第20周综述-交易回升,出口导向型城市表现更为乐观
Goldman Sachs· 2025-05-20 05:45
20 May 2025 | 7:01AM CST China Property Weekly Wrap Week 20 Wrap - Transactions rebounded with more upbeat performance from export-oriented cities Key highlights for the week: Our tariff impact assessment (Exhibit 1 to Exhibit 4, more details on methodology) showcases more upbeat performance from export-reliant cities: 1) transaction: under web-registration metrics, the most export-reliant cities outperformed in primary (+26% wow in aggregated volume vs. flattish for rest cities) but lagged peers in seconda ...
高盛:中国4月受美国关税冲击,经济活动数据环比走弱
Goldman Sachs· 2025-05-19 08:55
19 May 2025 | 12:58PM HKT China: Activity data weakened sequentially in April amid the US tariff hit Bottom line: China's activity data weakened sequentially in April, reflecting both the negative impact of increased US tariffs and still-soft domestic demand. Compared to market consensus, fixed asset investment (FAI) and retail sales missed modestly, while industrial production (IP) slightly beat. Retail sales growth declined in April, mainly driven by weaker automobile sales growth despite the ongoing cons ...
Range Impact Reports 1Q 2025 Financial Results
Globenewswire· 2025-05-15 20:10
Cleveland, Ohio, May 15, 2025 (GLOBE NEWSWIRE) -- Range Impact, Inc. (OTCQB: RNGE) (“Range Impact” or the “Company”), a public impact investing company dedicated to acquiring, reclaiming and repurposing mine sites in Appalachia, reports its results for the first quarter ended March 31, 2025. Range Impact’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 was filed with the Securities and Exchange Commission on May 15, 2025 and is available for viewing at https://rangeimpact.com/investors/. ...
Capital Southwest(CSWC) - 2025 Q4 - Earnings Call Transcript
2025-05-15 16:02
Capital Southwest (CSWC) Q4 2025 Earnings Call May 15, 2025 11:00 AM ET Company Participants Amy Baker - EVP - AccountingMichael Sarner - President & CEOJosh Weinstein - Senior MD & Chief Investment OfficerChris Rehberger - CFO, Treasure & SecretaryMickey Schleien - MD - Equity ResearchErik Zwick - Managing Director, Equity ResearchRobert Dodd - Director - Finance Conference Call Participants Cory Johnson - Associate Analyst Operator Thank you for joining today's Capital Southwest Fourth Quarter Fiscal Year ...
高盛:美国经济-提高关税的长期影响
Goldman Sachs· 2025-05-15 13:48
14 May 2025 | 1:04PM EDT US Economics Analyst The Long-Term Effects of Higher Tariffs (Abecasis) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-3137 | e ...
PPG Invests $380M for New Aerospace Coatings Manufacturing Plant
ZACKS· 2025-05-14 14:16
PPG Industries, Inc. (PPG) recently confirmed that it will invest $380 million in the construction of a new aerospace coatings and sealants manufacturing facility in Shelby, NC. It is scheduled to begin in October 2025 and expected to be completed in the first half of 2027.In the facility, more than 110 people are expected to be employed to meet the growing demands of the aerospace industry by producing the full line of PPG’s aerospace coatings and sealants. The additional capacity from this 198,000-square- ...
摩根士丹利:中国科技硬件_ 中国 BEST 大会要点
摩根· 2025-05-14 03:09
May 11, 2025 08:06 PM GMT Greater China Technology Hardware | Asia Pacific Takeaways from China BEST Conference Key Takeaways AAC: The tariff hasn't introduced any negative impact on the current operation. The company is confident of achieving its full-year growth target with thermal solutions and new optical breakthroughs as the key growth drivers. Gross margin is also likely to see continuous improvement. BYDE: The company saw a mix change in 1Q25, with the high margin component business experiencing a re ...
PennantPark Investment (PNNT) - 2025 Q2 - Earnings Call Transcript
2025-05-13 17:02
PennantPark Investment (PNNT) Q2 2025 Earnings Call May 13, 2025 12:00 PM ET Company Participants Arthur Penn - Chairman & CEORichard Allorto - Chief Financial OfficerMaxwell Fritscher - Equity Research AssociateMelissa Wedel - Vice President, U.S. Equities Research Conference Call Participants None - Analyst Operator Good afternoon, and welcome to the PennantPark Investment Corporation's Second Fiscal Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded. At this time, a ...
高盛:美国关税影响追踪器 - 高频趋势仍显示中国对美贸易流量疲软
Goldman Sachs· 2025-05-13 05:39
12 May 2025 | 5:02AM EDT Americas Transportation: US Tariff Impact Tracker – High Frequency Trends Still Point To China trade Flow Weakness to USA US Tariff Impact Tracker – Net, net, trend bifurcation continues with worries perhaps on the rise for product availability should the trade war persist given potential for freight air pocket in the 2H of the second quarter. Key observations from this week's report are as follows: Goldman Sachs Americas Transportation What the Tracker Is (Previously Published): Wh ...
Topgolf Callaway Brands (MODG) - 2025 Q1 - Earnings Call Transcript
2025-05-12 22:02
Topgolf Callaway Brands (MODG) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Katina Metzidakis - Vice President of Investor Relations & Corporate CommunicationsChip Brewer - President and CEOArtie Starrs - CEOBrian Lynch - Executive VP, Chief Legal Officer & CFOMichael Swartz - Director - Equity ResearchMegan Clark - Independent Non-Executive DirectorJohn-Paul Wollam - Equity Research AssociateJoe Altobello - Managing Director Conference Call Participants Matt Boss - Equity Research An ...