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INVESTOR DEADLINE MONDAY: Investors File Class Action Lawsuit Against Broadmark Realty Capital Inc., Ready Capital Corporation, Others and Attorneys Announce Opportunity for Investors with Substantial Losses to Lead Class Action Lawsuit - BRMK; RC
Prnewswire· 2025-07-24 10:00
SAN DIEGO, July 24, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that holders of Broadmark Realty Capital Inc. (NYSE: BRMK) common stock as of the record date of the May 2023 merger between Broadmark and Ready Capital Corporation (NYSE: RC) (the "Merger"), have until Monday, July 28, 2025 to seek appointment as lead plaintiff of the Broadmark class action lawsuit. Captioned Grant v. Broadmark Realty Capital, No. 25-cv-01013 (W.D. Wash.), the Broadmark class action lawsuit ...
深观察 地方金控、产投半年业绩如何?产业基金布局成亮点
Nan Fang Du Shi Bao· 2025-07-24 09:00
智谱AI先后拿到杭州、珠海、成都、北京、上海各类国资机构合计约30亿元战略融资,银河通用机器 人拿到包括北京国管等机构合计11亿元单笔融资……今年上半年,在热门创投赛道热点大额投融资事件 中,频频出现地方国资产业投资、金融控股平台的身影。 进入7月,全国多地省、市级金融控股、产业投资平台陆续召开2025年上半年经营工作会议,部分主动 公开上半年经营业绩,并对下半年工作展开部署。本期南都·湾财社"科创半年观"系列报道,记者通过 梳理分析发现,目前主动公布上半年业绩的地方产投、金控公司均取得较好的增长成绩,同时,股权投 资母子基金布局及项目投资数正成为此类公司展现经营实绩的重要一环。 至少7地产投、金控公司 亮出上半年"双过半"成绩单 经南都·湾财社记者不完全统计,截至发稿,全国范围已有至少数十家本地产业投资、金融控股公司召 开2025年上半年经营工作会议,其中主动发布上半年经营业绩数据的公司至少有7家,分别来自武汉、 深圳、浙江、海南、广州、湖南、四川等地。 | 地方 | 金控、产投机构 | 营收业绩 | 利润业绩 | 投资业绩及投资布局 | | --- | --- | --- | --- | --- | | ...
Raymond James: Consider Both Earnings Disappointment And Long-Term Potential
Seeking Alpha· 2025-07-24 07:50
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...
解读中国类管理准则 -- 专家电话会议要点-Interpreting China‘s Quasi-Stewardship Code – Expert Call Takeaways
2025-07-24 05:04
July 20, 2025 09:00 PM GMT China – Sustainability | Asia Pacific Interpreting China's Quasi- Stewardship Code – Expert Call Takeaways M In our latest Sustainability Roundtable, we hosted Frank Hu, CFA, Chief Research Officer at ZD Proxy Shareholder Service. He provided a comprehensive overview of the drivers reshaping governance norms in China and the nuances of China's quasi- Stewardship Code. Key Takeaways Note: This report summarizes the views from our external speaker, Frank Hu. His views are is his own ...
中国股票策略0中国五因素消费者活跃度 Z 值与MSCI 中国指数对比-China Equity Strategy-China Five-factor Consumer Activity Z-Score vs. MSCI China
2025-07-24 05:03
Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China Consumer Sector** and its performance as indicated by the **Five-factor Consumer Activity Z-Score** compared to **MSCI China** [1][3]. Core Insights and Arguments - **Consumer Activity Decline**: Consumer activity weakened in June 2025, as evidenced by a decline in the Five-factor Consumer Activity Z-Score [6][7]. - **Contributing Factors**: The decline in consumer activity is attributed to: - Early promotions in May - Temporary suspension of subsidies - Tighter government control on entertainment [7]. - **Mixed Signals**: While commodity retail sales and catering softened, there were slight improvements in household loans, air passenger travel, and passenger car sales [7]. - **Future Outlook**: The payback of export front-loading and delayed new stimulus measures may pressure consumer sentiment in the upcoming months [7]. - **Government Actions**: The impact of recent government efforts to control price wars among e-commerce platforms remains uncertain [7]. Important but Overlooked Content - The report includes a detailed analysis of five key factors influencing consumer activity: 1. Year-over-year change in household loans 2. Year-over-year change in retail sales in catering 3. Year-over-year change in retail sales in commodities (excluding autos) 4. Year-over-year change in passenger car retail sales (3-month moving average) 5. Year-over-year change in air passenger traffic (3-month moving average) [2][6]. This comprehensive analysis provides a nuanced view of the current state of the consumer sector in China, highlighting both challenges and areas of slight improvement.
Armada Hoffler: No Stress, Management Knows What It's Doing
Seeking Alpha· 2025-07-24 03:12
Group 1 - The article discusses the tendency of some investors to criticize analysts for their stock predictions, particularly when a stock experiences a significant decline in a short period [1] - It highlights the author's background as an economics teacher from the Netherlands, emphasizing a focus on income investing and identifying undervalued Real Estate Investment Trusts (REITs) [1] - The investment strategy mentioned revolves around long-term horizons, contrarian approaches, and deep-value opportunities [1] Group 2 - The article includes a disclosure indicating a beneficial long position in the shares of AHH, either through stock ownership or derivatives [2] - It clarifies that the article reflects the author's opinions and is not influenced by compensation from any company mentioned [2] - The disclosure also states that past performance does not guarantee future results and that no specific investment advice is being provided [3]
Getty Realty: Q2 Should Allay Market Fears
Seeking Alpha· 2025-07-24 01:04
Group 1 - Getty Realty (NYSE: GTY) has underperformed over the past year, losing approximately 13% of its value [1] - The company's reliance on capital market access to finance its growth ambitions has negatively impacted its stock performance [1]
EastGroup Properties (EGP) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2025-07-23 23:01
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how EastGroup Properties performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for EastGroup Properties here>>> EastGroup Properties (EGP) reported $177.29 million in revenue for the quarter ended June 2025, ...
Raymond James Financial, Inc. (RJF) Q3 Earnings Lag Estimates
ZACKS· 2025-07-23 22:25
Raymond James Financial, Inc. (RJF) came out with quarterly earnings of $2.18 per share, missing the Zacks Consensus Estimate of $2.37 per share. This compares to earnings of $2.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -8.02%. A quarter ago, it was expected that this company would post earnings of $2.44 per share when it actually produced earnings of $2.42, delivering a surprise of -0.82%. There are no easy answers ...
SEI Investments (SEIC) Q2 Earnings Surpass Estimates
ZACKS· 2025-07-23 22:11
SEI Investments (SEIC) came out with quarterly earnings of $1.78 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +50.85%. A quarter ago, it was expected that this investment management firm would post earnings of $1.12 per share when it actually produced earnings of $1.17, delivering a surprise of +4.46%.Over the last four qu ...