格隆汇11月13日丨香港信贷(01273.HK)宣布，将于2025年11月26日（星期三）举行董事会会议。董事会 将于会上通过议案，其中包括批准刊发本公司及其附属公司截至2025年9月30日止六个月的中期业绩， 以及考虑派发中期股息（如有）。 ...

Core Insights - Italy's economic recovery has made it an attractive destination for investors, with private markets expected to drive much of the growth [1] - Despite the stock market reaching a 20-year high, most companies remain hesitant to pursue IPOs in Italy due to the public market's limited scale relative to economic potential [1] - Private capital is playing a crucial role in Italy's financial landscape, with firms like Ares establishing a presence to capitalize on the growing private equity scene [1] Industry Summary - The Italian stock market is currently experiencing heightened interest, as noted by Claudia Parzani, the chair of the Italian Stock Exchange [1] - Direct lending investments in Italy are growing at the fastest rate in Europe, indicating a vibrant private equity environment that has developed over the past three to four years [1] - Ares has opened an office in Milan, reflecting the increasing activity in private credit as Italy catches up with other European markets [1]

Core Viewpoint - The company, Zhenlian Holdings (00459), has announced a mortgage loan agreement involving a principal amount of HKD 8.5 million with a borrower and a guarantor, with an interest rate of 10% and a repayment period of 12 months [1] Group 1 - The loan agreement was established on November 7, 2025, through the company's wholly-owned subsidiary, Junlian Credit [1] - The loan will accrue interest at an actual annual rate of 10% [1] - The repayment period for the loan is set for 12 months [1]

Core Viewpoint - The company announced a mortgage loan agreement involving a loan of HKD 8.5 million at an annual interest rate of 10% with a repayment period of 12 months [1] Group 1 - The loan is provided by the company's wholly-owned subsidiary, Junlian Credit [1] - The borrower is Huan Huan Limited, with Mr. Jiang Hao acting as the guarantor [1] - The agreement is set to be executed on November 7, 2025 [1]

申万宏源宏观 热点思考 | 美国信贷市场，风险几何？（申万宏观・赵伟团队） 原创 阅读全文 ...

Core Viewpoint - The company reported a decline in revenue but an increase in net profit, indicating a potential shift in operational efficiency or cost management strategies [1] Financial Performance - Revenue for the six months ending August 31, 2025, was HKD 82.016 million, a decrease of 5.7% year-on-year [1] - Shareholders' profit amounted to HKD 38.381 million, reflecting a year-on-year increase of 25.7% [1] - Basic earnings per share were HKD 0.02, with an interim dividend proposed at HKD 0.01 per share [1]

Core Viewpoint - The company reported a decline in revenue while achieving significant growth in net profit, indicating a potential shift in operational efficiency or cost management strategies [1] Financial Performance - Revenue for the six months ending August 31, 2025, was HKD 82.016 million, a decrease of 5.7% year-on-year [1] - Shareholders' profit attributable to the company was HKD 38.381 million, reflecting a year-on-year increase of 25.7% [1] - Basic earnings per share were HKD 0.02, with a proposed interim dividend of HKD 0.01 per share [1]

Core Viewpoint - Aihua Credit (01319.HK) reported a decline in revenue but an increase in net profit for the six months ending August 31, 2025, indicating a potential shift in operational efficiency despite lower sales [1] Financial Performance - Revenue for the period was approximately RMB 82.016 million, representing a year-on-year decrease of 5.7% [1] - Net profit for the same period was approximately RMB 38.311 million, showing a year-on-year increase of 25.7% [1] - Basic earnings per share were reported at 2 Hong Kong cents [1]

Core Viewpoint - Hong Kong Credit (01273) has entered into a new loan agreement to provide a principal amount of HKD 43 million to borrowers J and K, which will be used in part to settle outstanding principal from a previous loan of HKD 3 million [1] Group 1 - The new loan agreement was established on October 30, 2025 [1] - The principal amount of the new loan is HKD 43 million [1] - The previous loan agreement provided a principal amount of HKD 3 million to the same borrowers [1] Group 2 - The proceeds from the new loan will be partially used to fully settle the outstanding principal balance of the previous loan [1]

Core Viewpoint - Hong Kong Credit (01273.HK) has entered into a new loan agreement to provide a principal amount of HKD 43 million to borrowers J and K, which will be used in part to settle outstanding principal from a previous loan of HKD 3 million [1]. Group 1 - Hong Kong Credit has agreed to a new loan agreement with borrowers J and K, providing a principal amount of HKD 43 million [1]. - The new loan will partially be used to fully settle the outstanding principal balance of a previous loan amounting to HKD 3 million [1].