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摩根士丹利:香港房地产-住宅市场七年后迎来转折
摩根· 2025-06-23 02:30
June 19, 2025 10:21 AM GMT Hong Kong Property Residential turning after 7 years HK property prices are down 30% since their peak five years ago. With several drivers pointing towards a bottoming, investors could benefit from a long steady cycle ahead, with cycle low valuations, strong balance sheets and high dividend yields. We upgrade Henderson Land to OW. Key Takeaways HK home prices have fared well YTD: CCL has declined 1.5% YTD in 2025, less than our expectation of -5% in 1H25. This is driven by higher ...
First American(FAF) - 2024 Q4 - Earnings Call Transcript
2025-02-13 21:07
First American Financial Corporation (NYSE:FAF) Q4 2024 Earnings Conference Call February 13, 2025 11:00 AM ET Company Participants Craig Barberio - Vice President, Investor Relations Ken DeGiorgio - Chief Executive Officer Mark Seaton - Executive Vice President and Chief Financial Officer Conference Call Participants Mark DeVries - Deutsche Bank Terry Ma - Barclays Bose George - KBW John Campbell - Stephens Inc. Mark Hughes - Truist Securities Operator Greetings. Welcome to First American Financial Corpora ...