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Sen. Shelley Moore Capito: Not expecting any 'radical' changes to GOP reconciliation bill
CNBC Television· 2025-06-12 12:31
The Senate continues to work on changes to the House passed reconciliation bill with their looming July 4th deadline. Joining us right now with the latest is Senator Shelley Moore Capo. She is the Republican Policy Committee chair.And um Senator, thank you for being with us. Let's talk a little bit about where things stand because we we've heard from many of your colleagues who have had issues with this bill as it stands and want to change things. What what's the latest.Well, we always knew when the House p ...
Steve Rattner: Tariff effects yet to come, but economists and consumers expect prices to rise
MSNBC· 2025-06-12 11:13
former Treasury official and Morning Joe economic analyst Steve Ratner. Steve, there has indeed been plenty of speculation about how Trump's tariffs will impact the country. So tell us, how does the economy look almost 5 months into Trump's second term.Yeah, it's interesting, Jonathan. I think uh all of us predicted that inflation would start to go up as a result of those tariffs, but yesterday there was a report that in fact it has really not yet gone up, or at least not yet gone up. So the commerce depart ...
He would turn over the state to Trump: New Jersey Democrat issues warning about opponent
MSNBC· 2025-06-11 13:35
is about people, not politics. It's about vision, not division. We won because of our positive energy. We won because we talked about the issues that matter, the critical issues facing our state and my plan for a safer, more prosperous, and affordable New Jersey. A state like this is not going to be led by a Trump lackey like Jack Chidarelli. I am ready to shake up the status quo and Jack is the status quo. Democratic Congresswoman Mikey Cheryl and Republican Jack Chidarelli have won their party's primaries ...
Amneal Pharmaceuticals (AMRX) FY Conference Transcript
2025-06-10 15:40
Amneal Pharmaceuticals (AMRX) FY Conference June 10, 2025 10:40 AM ET Speaker0 Okay. Great. Well, thank you everyone for joining us today. My name is Matt Delatorre, and I'm the generics pharma analyst here at GS. And we're we're very pleased to have Amneal Pharmaceuticals with us for this session with Sharag Patel, cofounder and co CEO, and Tassos Konidaris, the chief financial officer. Great. So maybe maybe just to get started, you know, how about just level set us on where Amneal is headed from kind of a ...
原油系板块全线飘红 原油主力涨近2%
Jin Tou Wang· 2025-06-10 04:09
6月10日,国内期市原油系板块全线飘红,原油主力涨近2%。具体来看,截止目前,原油主力上涨 1.69%,报481.80元/桶;燃料油主力上涨1.33%,报2980.00元/吨;低硫燃料油主力上涨1.02%,报 3573.00元/吨;液化石油气主力上涨0.58%,报4129.00元/吨。 低硫燃料油仓库期货仓单1000吨,环比上个交易日持平; 截止北京时间6月9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 期货价格 基差 基差率 燃料油 5275 2509 2881 2394 45.38% 石油沥青 3630 2509 3511 119 3.28% 液化石油气 4782.5 2507 4105 677 14.16% 低硫燃料油 3597 2508 3514 83 2.31% 中质含硫原油期货仓单4029000桶,环比上个交易日持平; 燃料油期货仓单28950吨,环比上个交易日持平; 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9340手,环比上个交易日持平; 6月10日原油系期货价格行情 ...
上海地铁房,有比这里房价还低的吗?
Sou Hu Cai Jing· 2025-06-06 20:11
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 Transcript
2025-06-05 14:20
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 ...
Camping World (CWH) 2025 Conference Transcript
2025-06-04 17:50
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]