Company Overview - Kinross Gold is a senior gold mining company with a diverse portfolio of mines located in the United States, Brazil, Chile, Mauritania, and Canada, focusing on operational efficiency, cost control, and strategic asset optimization [2] Earnings Estimates - Over the last 60 days, four analysts have increased their earnings estimates for Kinross Gold for both the current year and the next year, indicating positive revision activity [3] - The Zacks Consensus Estimate for 2024 has risen to $1.04 from $0.77 just two months ago, while next year's estimate increased from $0.80 to $1.16 [3][4] Growth Projections - Current year EPS growth is projected at 52.94%, with next year expected to grow another 12.3% to $1.16 [4] Macro Environment - Gold prices are reaching record highs, driven by both short-term safe-haven demand and longer-term trends, with expectations that the Federal Reserve will act soon, leading to a weaker dollar and lower real yields, which are favorable for gold prices [5] Cost Structure - Kinross Gold's all-in sustaining costs (AISC) are trending toward the lower end of its peer group, positioning the company to benefit significantly from any increase in gold prices [6] - If gold prices remain above $2,300 per ounce, Kinross is expected to be not just profitable but highly profitable [6]

有点扎心，但必须要承认！ 这两年，政策托举、产品更新，甚至价格筑底，并没有完全带动起新房市场的热度。 普遍将原因归结为预期问题。 没错，现在大部分买房人还在受观望情绪的裹挟，导致新房成交受阻。 但，还有一个非常重要的因素——二手房。 它，已经成为了新房市场的"拦路虎"。 为此，365市场研究机构专门进行了一次市场调研，揭开了天津楼市的真相！ 而且，二者的"剪刀差"逐年增大。 尤其近两年，二手房的年成交量几乎是新房的两倍，冲击力大有增强之势。 是什么原因致使二者的差距越拉越大？ 总结四点原因： 价格、需求、城镇化率、经济 新房、二手房价差过大 当下二手房市场"降价抛售"严重。 按照经济学原理，二手房价格持续下降，替代效应逐渐增强。 在2021年之前，新房和二手房价差能保持在25%以内。 这是买房人愿意为新房付出的"溢价上限"，成交比例相对平衡。 按常理来说，天津大多数改善都走"卖一买一"的置换路线。 正常情况下，一套二手房就可以带动0.7套新房成交。 不过，从2021年起"卖一买一"的置换链条失效了。 根据调查报告显示，自2021年开始，新房成交逐年下降、二手房成交逐年上涨。 此时，二者之间呈现的是一种"联动关 ...

Watch the bond market. The bond market is the basis. It's the backbone of all markets.It is the risk-free meaning defaultree probably default-free um interest rate that determines what all asset returns are going to be. And when there is a breakdown of the supply demand picture for the bond market, you see a certain type of market action, you see long rates rising relative to short rates. You see the currency go down.You see gold go up because there's a movement out of that bond market because there's a sup ...

The strategic agreement provides brands and retailers with key benefits: "MAS ACME USA has demonstrated the power of end-to-end supply chain data diagnostics for our large brand and retailer clients, modeling how they can optimize their manufacturing strategy and increase profits by postponing a portion of production until much later, when the demand forecast is most accurate. Kornit's digital production systems were exactly the solution we needed to realize our vision of onshore, fully demand driven produc ...

Agreement Pairs Kornit Digital On-Demand Production Solutions with MAS ACME USA's Data Diagnostics Designed to Optimize Supply Chain and Manufacturing Efficiencies ROSH-HA`AYIN, Israel, May 21, 2025 (GLOBE NEWSWIRE) -- Kornit Digital Ltd. (NASDAQ: KRNT) ("Kornit" or the "Company"), a global pioneer in sustainable, on-demand digital fashion and textile production technologies, signed a strategic partnership with MAS Holdings via subsidiary MAS ACME USA—a holistic, supply chain orchestration hub, located in N ...

有色早报 研究中心有色团队 2025/05/21 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/05/14 -35 1193 80705 50069 -227.87 527.10 100.0 115.0 14.83 185575 77650 2025/05/15 15 1100 80705 60535 -427.30 494.21 100.0 115.0 39.74 184650 76725 2025/05/16 445 1250 108142 63247 -433.62 40.45 95.0 111.0 31.45 179375 71900 2025/05/19 430 816 108142 61913 -103.15 218.98 95.0 111.0 15.52 174325 67550 2025/05/20 390 979 108142 45738 -23.85 170.67 94.0 110.0 3.16 170750 66450 变化 - ...

felixmizioznikov Listen here or on the go via Apple Podcasts and Spotify Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00). Transcript Rena Sherbill: Jim Taylor, the CEO of Brixmor (NYSE:BRX). It's great to have you on Investing Experts. Welcome back to Seeking Alpha, Actuall ...

其实这一轮楼市周期中，降价最厉害的非那些老破小莫属了，毕竟房龄长，小区内部也比较陈旧，再加上老小区没有电梯出行，每天只能爬楼，如果家里 有老人孩子的话，上下楼很不方便。 尤其是有孩子的家庭，每次下楼带孩子出去玩，都必须两个大人一起，一个抱孩子，一个扛推车，而且孩子去到楼下玩，还得小心谨慎，因为小区里来来 往往的汽车很不安全，毕竟人车不分流。 这样一来，年轻人就更看不上这样的小区了，进而导致老小区的房价一跌再跌，很多都跌出了性价比。 比如买一套十几万的小房子，出租一个月收益1000块，这样的回报率吸引了不少投资者收购老破小。 从去年10月份开始，大城市老破小销量就出现了持续上升，北京90平米以下的二手房成交占比高达66.3%，而且多数成交都是老小区小户型住宅。 上海总价300万以内的二手房成交占比60%，包括广州市中心60平米以下的老破小户型销量都在持续上涨。 再加上今年上层已经多次重磅会议确定了未来的楼市主基调——回稳止跌！但有专家却预测，楼市释放3大信号，今明两年"降价潮"或继续。 信号一、库存高位 根据数据显示，目前全国范围内的商品房库存量依旧处于高位，甚至有增无减。2023年新房市场待售面积为6.7亿㎡ ...

Industry Overview - The Zacks Leisure and Recreation Services industry is experiencing growth due to optimized business processes, partnerships, and digital initiatives, with strong demand for concerts and cruise bookings supporting the sector [1][3] - The industry includes various recreation providers such as cruise operators, theme parks, and entertainment venues, thriving on economic growth and consumer demand driven by a healthy labor market and rising disposable income [2] Key Trends - The cruise industry is seeing robust demand, with strong booking volumes particularly in North America and Europe, leading to solid pricing and onboard spending [3] - Theme parks are benefiting from increased visitation and consumer spending, enhanced by technology integration like augmented and virtual reality, while live entertainment is experiencing a surge in ticket sales due to pent-up demand [4] - Easing trade tensions between the U.S. and China have improved investor sentiment, contributing to optimism about the economy and potential trade agreements [5] Industry Performance - The Zacks Leisure and Recreation Services industry ranks 87, placing it in the top 36% of 245 Zacks industries, indicating positive near-term prospects [6][7] - Despite this, the industry has underperformed the S&P 500, gaining 10.7% over the past year compared to the S&P 500's 12% and the broader sector's 18.4% [9][10] Valuation Metrics - The industry trades at a forward 12-month EV/EBITDA ratio of 60.75X, significantly higher than the S&P 500's 24.69X and the sector's 16.38X, with historical trading ranges between 18.33X and 66.92X [13] Company Highlights - Carnival Corporation is benefiting from strong demand, increased booking volumes, and higher onboard revenues, with a projected sales growth of 4.2% and earnings growth of 30.3% for fiscal 2025 [16][17] - Pursuit Attractions and Hospitality has shown a 9% year-over-year growth in ticket prices and lodging revenue, supported by healthy advance bookings [21] - The Marcus Corporation is optimistic about its film lineup and hotel segment resilience, with expected sales growth of 5.2% and a remarkable 264% increase in earnings for 2025 [23]

JD.com JD.OQ JD US EQUITY: MEDIA & INTERNET Aspires to cultivate a new growth driver from FD JD Retail business remains solid; maintain Buy with a lower TP of USD52 Stronger-than-expected 1Q results; full-year revenue guidance raised JD reported stronger-than-expected 1Q25 results. Its non-GAAP EPS increased 49% y- y, 25%/15% above Bloomberg consensus/our forecasts; and revenue grew 16% y-y, 4% above the consensus estimate of 12% growth. The company also raised the FY25E revenue guidance from "high-single-d ...