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摩根士丹利:亚洲经济观点:急剧同步放缓
摩根· 2025-04-21 03:00
April 14, 2025 09:00 PM GMT Asia Economics | Asia Pacific M Idea The Viewpoint: A Sharp, Synchronous Slowdown Even after exemptions kick in, the weighted average tariff on Asia has jumped from 4.8% in Jan-25 to 43.8%. We see a sharp step down in growth from 2Q25. Tariffs and tariff-related uncertainty are likely to persist for longer, weighing on trade, corporate confidence, capex, and the growth outlook. Key Takeaways In this report, we are lowering our growth projections for Asia. We also highlight where ...
AngloGold Ashanti: Growth Catalyst Offers An Attractive Entry Point At This Price
Seeking Alpha· 2025-04-01 16:37
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...
Plymouth Industrial REIT(PLYM) - 2024 Q4 - Earnings Call Transcript
2025-02-27 16:48
Plymouth Industrial REIT, Inc. (NYSE:PLYM) Q4 2024 Earnings Conference Call February 27, 2025 9:00 AM ET Company Participants John Wilfong - IR Jeff Witherell - Chairman & CEO Anthony Saladino - EVP & CFO Conference Call Participants Eric Borden - BMO Capital Markets Todd Thomas - KeyBanc Capital Markets Rich Anderson - Wedbush Nick Thielman - Baird Mitch Germain - Citizens JMP Brendan Lynch - Barclays Michael Mueller - JPMorgan Operator Good morning, and welcome to the Plymouth Industrial REIT Conference C ...
STAG Industrial(STAG) - 2024 Q4 - Earnings Call Transcript
2025-02-13 16:00
STAG Industrial (STAG) Q4 2024 Earnings Call February 13, 2025 10:00 AM ET Company Participants Steve Xiarhos - Vice President - Capital Markets & Investor RelationsWilliam Crooker - CEO, President & DirectorMatts Pinard - CFOVince Tibone - Managing Director and Head of US Industrial & Mall ResearchMichael Chase - Executive VP & Chief Investment OfficerJohn Kim - Managing Director - US Real EstateBrendan Lynch - Director Conference Call Participants Craig Mailman - Managing Director & Equity Research Analys ...
The Greenbrier Companies (GBX) 2025 Conference Transcript
2025-02-11 15:20
The Greenbrier Companies (GBX) 2025 Conference February 11, 2025 09:20 AM ET Company Participants Justin Roberts - VP - Financial OperationsBrian Conn - Senior MD - Structured Financial Products Operator That's right. Well, theoretically. Justin Roberts It's the goal. Operator All right. Well, here we go again this time. Rather than a panel, we have a fireside with the Greenbrier companies, which is is certainly integrated with, although somewhat tangential to traditional, transportation and does link in ve ...
COPT(CDP) - 2024 Q4 - Earnings Call Transcript
2025-02-07 18:02
COPT Defense Properties (CDP) Q4 2024 Earnings Call February 07, 2025 12:00 PM ET Company Participants Venkat Kommineni - Vice President, Investor RelationsStephen Budorick - President & Chief Executive OfficerBritt Snider - Executive VP & COOAnthony Mifsud - EVP & CFOThomas Catherwood - MD & REITs Equity ResearchAnthony Paolone - Executive DirectorRichard Anderson - Managing Director - Equity Research Conference Call Participants Michael Griffin - Senior Equity Research AnalystBlaine Heck - Executive Direc ...