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Icahn Enterprises L.P. (Nasdaq: IEP) Today Announced Its Second Quarter 2025 Financial Results
Prnewswire· 2025-08-04 12:00
(Net loss and Adjusted EBITDA figures in commentary below are attributable to Icahn Enterprises, unless otherwise specified) SUNNY ISLES BEACH, Fla., Aug. 4, 2025 /PRNewswire/ -- Financial Summary For the three months ended June 30, 2025, revenues were $2.4 billion and net loss was $165 million, or a loss of $0.30 per depositary unit. For the three months ended June 30, 2024, revenues were $2.2 billion and net loss was $331 million, or a loss of $0.72 per depositary unit. Adjusted EBITDA loss was $43 millio ...
上海一百年老洋房1.5亿元起拍,单价超43万元/㎡,曾是《三十而已》《安家》等电视剧取景地
Sou Hu Cai Jing· 2025-08-04 00:56
8月3日,红星新闻记者在阿里拍卖平台发现,上海一栋老洋房将在8月13日拍卖,起拍价1.5亿元。 红星新闻记者获悉,该洋房曾是《安家》《三十而已》等电视剧的取景地,目前已被改造成民宿使用。 该房屋所属建筑群名为柳林别业,曾经是多位名人故居。卢沟桥事变时中国守军三十七师师长冯治安的故 居就位于此处。 ▲拍卖的老洋房 百年老洋房1.5亿元起拍 曾是电视剧《安家》取景地 ▲拍卖的老洋房 网络资料显示,电视剧《安家》中,一栋名为龚家花园的老洋房以1.5亿元卖出,原型就是此次拍卖的柳林 别业房屋。记者对比电视剧剧照和拍卖页面照片发现,房屋外形基本一致。 房屋介绍中还提到,该标的有租约到2029年,月租金67500元,现状交付。记者以该地址搜索发现,该房 屋目前为一家民宿,目前不可预订,评论区提到一天价格为3000多元。 拍卖公司工作人员告诉记者,房屋成交税费为3%的契税,由买家承担。房子目前是出租状态,正在做民 宿,成功拍下的话可以商量是否解除租约。工作人员强调,该拍卖属于社会委托拍卖,不是司法拍卖,不 涉及任何纠纷,可以放心参加。 上海老洋房被纳入保护名录 受让人装修不得改变原貌 记者查询资料发现,该房屋位于愚园路53 ...
Behind The (Revised) Curve
Seeking Alpha· 2025-08-03 13:00
Group 1 - Hoya Capital Research & Index Innovations is an affiliate of Hoya Capital Real Estate, providing investment advisory services focused on publicly traded securities in the real estate industry [2] - The firm offers non-advisory services including market commentary, research, and index administration [2] - The commentary published by Hoya Capital is intended for informational and educational purposes only, and does not constitute investment, tax, or legal advice [2] Group 2 - Hoya Capital Real Estate is based in Rowayton, Connecticut, and serves ETFs, individuals, and institutions [2] - The firm emphasizes that past performance is not indicative of future results and that investing involves risks [3] - Hoya Capital and its affiliates may hold positions in securities discussed in their commentary [2]
财政部、税务总局重磅发布,对新发行债券恢复征收增值税
Huan Qiu Wang· 2025-08-02 00:21
Group 1 - The Ministry of Finance and the State Taxation Administration announced the resumption of value-added tax on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8, while maintaining tax exemption for bonds issued before this date until maturity [1] - In the capital market, the yields on major interbank bonds mostly declined, with 3-year and longer-term government bond active yields dropping by 1-2 basis points; the overall bond futures market showed mixed results with narrow fluctuations [1] - The People's Bank of China conducted a reverse repurchase operation of 126 billion yuan, net withdrawing 663.3 billion yuan, while the interbank market remained liquid with overnight repurchase rates declining as expected [1] Group 2 - According to New Century Rating, the credit risk situation in the domestic bond market remained stable in the second quarter of 2025, with new defaults and extensions reaching a historical low; the exposure of real estate risks is nearing an end, and the market is stabilizing [2] - The rating agency noted that stimulus policies such as interest rate cuts are marginally improving residents' willingness to purchase homes and take out loans, with several distressed real estate companies proposing debt restructuring plans [1][2] - The financing control of local government financing vehicles (LGFVs) remains strict, with the frequency of credit risk events such as non-standard risks and commercial paper defaults decreasing year-on-year [1]
8月1日早间新闻精选
news flash· 2025-08-01 00:01
Group 1 - The State Council of China, led by Premier Li Qiang, approved the "Artificial Intelligence +" action plan to promote large-scale commercialization of AI applications [1] - The National Development and Reform Commission emphasized the need to advance the construction of a unified national market and promote the "Artificial Intelligence +" initiative [1] - The Ministry of Commerce announced a 90-day extension for the suspension of certain tariffs between China and the US, following the Stockholm trade talks [1] Group 2 - Major steel companies in China issued a joint statement to suspend molybdenum iron procurement due to irrational price increases, which threaten the supply chain of high-end manufacturing [2] - The National Health Commission released a treatment plan for Chikungunya virus, highlighting the absence of a vaccine in China [2] - The gaming industry in China reported a record revenue of 168 billion yuan in the first half of 2025, marking a 14.08% year-on-year increase [2] Group 3 - China Petroleum & Chemical Corporation (Sinopec) projected a net profit of 20.1 billion to 21.6 billion yuan for the first half of the year [3] - Amazon reported a second-quarter revenue of $167.7 billion, a 13% year-on-year increase, with a net profit of $18.16 billion, up 34.7% [5] - Apple announced third-quarter revenue of $94.04 billion, a 9.6% increase, with iPhone revenue reaching $44.58 billion, up 13% [4]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-31 11:02
Condo sellers haven’t faced a market this weak in more than a decade https://t.co/Se6Ko5AnD9 ...
固定收益部市场日报-20250730
Zhao Yin Guo Ji· 2025-07-30 07:29
Report Industry Investment Rating - The report maintains a neutral rating on the Adani complex [11] Core Viewpoints - The expectations of further tender offers from Adani Ports should support the near - term performance of ADSEZs, but the gradual resumption of funding access and potential for more tender offers are fairly priced, so a neutral stance is maintained on the Adani complex [10][11] Summary by Relevant Sections Trading Desk Comments - In KR, HYNMTR/LGENSO Float 30s were 1 - 3bps tighter; in Chinese IGs, BABA 31/MEITUA 30 widened 1bp, BABA 47 - 61s were 1.0 - 1.5pts higher [1] - In financials, MIZUHO/SUMIBK Float 30 - 31s were unchanged to 1bps tighter, HSBC/STANLN Float 30 - 31s were under small selling and closed unchanged to 1bp wider [1] - In insurance, SHIKON/NSINTW 34 - 35s were 1 - 2bps tighter on PB buying, CATLIF 34 widened 1bp on small selling [1] - In HK, DAHSIN 33/SHCMBK 33/BNKEA 34 were 5 - 11bps tighter, LASUDE 26 was 1.8pts higher; REGH 6.5/HYSAN 7.2 Perps lowered 0.6 - 0.9pt [1] - In Chinese properties, VNKRLE 27 - 29s and ROADKG 28 - 30s were 0.1 - 0.6pt lower, ROADKD Perps were 0.1 - 0.2pt higher [1] - In SE Asia, VLLPM 29 rebounded 2.1pts, closed 0.9pt higher WTD [1] Morning Updates - ZHOSHK 28 tightened another 8bps; LGENSO 27 - 35s tightened 8 - 11bps after media reported LG Energy's contract with Tesla [2] - SHIKON/NSINTW 34 - 35s widened 1 - 2bps [2] - ADSEZ: USD438mn validly tendered as of the early tender deadline, ADSEZ 27 - 41s up 0.2 - 0.6pts [2][3] - LIFUNG priced 3.5NC2 USD300mn bond at 98.89 to yield 8.75%, LIFUNG 29 was 0.5pt higher from RO at 98.89 [2] CNH Space - New CNH CCAMCL 2.35 29/CCAMCL 2.43 30 were 0.2 - 0.6pts lower from ROs at par; new CNH TEMASE 30/35/55 and CHMEDA 30/35 were under better selling and closed 0.1 - 0.6pt lower [4] - KCGZIG priced 3yr CNH1.4bn bond at par to yield 2.65% (IPT at 3.3% area); there were two - way interests on CNH names LUOYNG 7 26s/QHCTJS 7 28s and USD new issues BINHCO 4.95 28s/DAZAKI 7 28s [4] - SPICPD Perp was up 0.1pt [4] Last Trading Day's Top Movers - Top Performers: VLLPM 9 3/8 07/29/29 up 2.1pts, LASUDE 5 07/28/26 up 1.8pts, BABA 5 5/8 11/26/54 up 1.5pts [5] - Top Underperformers: REGH 6 1/2 PERP down 0.9pt, ROADKG 6 03/04/29 down 0.6pt, ROADKG 5.9 09/05/28 down 0.6pt [5] Macro News Recap - S&P (-0.30%), Dow (-0.46%) and Nasdaq (-0.38%) were lower on Tuesday; US and China will continue talks on tariff truce extension [6] - US Jul'25 CB Consumer Confidence was 97.2, higher than the market expectation of 95.9; US Jun'25 JOLTS Job Openings was 7.437mn, lower than the market expectation of 7.510mn [6] - UST yield was lower on Tuesday, 2/5/10/30 yield at 3.86%/3.90%/4.34%/4.86% [6] Desk Analyst Comments - Adani Ports announced early tender offer results as of the early deadline; ADSEZ 4 07/30/27 was oversubscribed and no more validly tendered bonds after the early deadline will be accepted [7] - The tender offers will expire on 13 Aug'25 5pm EDT [7] Offshore Asia New Issues - Priced: Chengdu Xisheng Investment Group issued 92.5mn USD 3 - yr bond at 4.95%; China CITIC Bank London Branch issued 300mn USD 3 - yr bond at SOFR + 50; Li & Fung issued 300mn USD 3.5NC2 bond at 8.75% [14] - Pipeline: No new issues pipeline today [15] News and Market Color - 93 credit bonds were issued onshore yesterday with an amount of RMB51bn; month - to - date, 1,971 credit bonds were issued with RMB2,075bn raised, a 13.8% yoy increase [16] - Adani Green's 2,200MW pumped hydro - storage power projects were scrapped at its request; Alibaba inks AI strategic partnership with Standard Chartered Bank [16] Company - Specific News - SK Hynix raises capex for high - bandwidth memory facility by 32% to KRW29tn (cUSD21bn) [19] - MIND ID 1Q25 revenue rises 74.6% yoy to IDR44.2tn (cUSD2.7bn) [19] - Lai Sun Development seeks to sell 50% stake in CCB Tower in Hong Kong [19] - LG Innotek to acquire stake in US tech firm Aeva for AI strategic collaboration [19] - Logan considers proposing a deeper haircut under offshore debt restructuring [19] - Nissan to consolidate Mexico production in one plant [19] - South Korean president blasts POSCO unit over fatal workplace accidents [19] - SK On plans to raise KRW2tn (cUSD1.4bn) through stock price return swap [19] - San Miguel Corp completed the redemption of SMCPM 5.5 Perp [19] - SoftBank - backed eyewear chain filed for up to USD923mn India IPO [19] - Tata Motors nears USD4.5bn acquisition of Iveco [19] - Vedanta may not get PCF providers' consent to prepay facility on 8 Aug'25 [19]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-30 03:43
The annual rent a Midtown Manhattan co-op must pay for its ground lease looks set to skyrocket from $4.36 million to roughly $24 million. The 600% increase could push many residents to the brink and force the building into default. https://t.co/lioArCNynA ...
香港的重塑:重回巅峰,更多可期-Hong Kong‘s reset (IV) Back on top, more to come
2025-07-30 02:32
Summary of Key Points from the Conference Call Industry Overview - **Industry**: Hong Kong's financial and property markets - **Current Status**: Hong Kong has shown a remarkable recovery in capital markets, with the Hang Seng Index up 28% year-to-date (YTD) [2][11]. Core Insights - **Market Recovery**: The capital markets are booming, and there is a return of confidence in major sectors such as financials, property, and consumer [3][11]. - **Property Sector**: Property sales in the first half of 2025 were the highest since the second half of 2021, indicating a potential recovery in the real estate market [4][11]. - **Stablecoin Licensing**: A new licensing regime for stablecoin issuers starting August 1, 2025, is expected to position Hong Kong as a global hub for digital asset investment [5][30]. - **Investment Inflows**: Mainland Chinese investors have significantly increased their investments in Hong Kong stocks, with USD103 billion purchased YTD, surpassing previous annual totals [34][36]. Economic Indicators - **GDP Growth**: GDP growth is projected to soften to 1.9% for 2025, influenced by global trade uncertainties and sluggish domestic demand [14][11]. - **Retail Sales**: Retail sales saw a rebound in May 2025 after a year of contraction, with expectations of a gradual recovery [16][75]. - **Unemployment Rate**: The unemployment rate has increased to 3.5%, with sectors like retail and construction facing higher rates [18][11]. Property Market Dynamics - **Residential Market**: Housing prices are expected to grow by 2% in 2025 and 3% in 2026, with primary transaction volumes projected to improve by 7% year-over-year [70][11]. - **Office Market**: Despite challenges, recent leasing activity in the office sector has shown positive surprises, indicating potential stabilization [76][11]. Financial Sector Insights - **Banking Sector**: The Hong Kong banking sector has seen a 6.7% growth in deposits YTD, indicating strong liquidity [53][11]. - **Interest Rates**: The one-month Hong Kong Interbank Offered Rate (HIBOR) has fallen significantly, which could impact net interest margins for banks [59][11]. - **RMB Appreciation**: A stronger RMB could benefit Hong Kong financials by increasing the RMB deposit base and encouraging cross-border investments [66][11]. Future Opportunities - **Green Development**: Hong Kong is leading in green bond issuance in Asia, with significant government initiatives aimed at achieving net-zero emissions by 2050 [29][80]. - **Connect Programs**: Hong Kong continues to enhance its role as a connector for capital flows between mainland China and the global market, with various Connect programs facilitating investment [95][98]. Additional Noteworthy Points - **Wealth Management**: Hong Kong's asset and wealth management industry has seen a 13% increase in assets under management (AUM), reaching approximately HKD34 trillion [98][11]. - **IPO Market**: The IPO market in Hong Kong has rebounded, raising HKD107 billion in the first half of 2025, a 705% increase from the same period in 2024 [50][11]. This summary encapsulates the key insights and data points from the conference call, highlighting the recovery and future potential of Hong Kong's financial and property markets.
Glenn Sanford Rejoins SUCCESS® to Lead AI-Driven Revolution and Redefine What It Means to Achieve
Globenewswire· 2025-07-29 13:00
As Managing Director, Sanford will guide the evolution of SUCCESS+ with cutting-edge AI tools designed to elevate personal growth, performance, and impact BELLINGHAM, Wash., July 29, 2025 (GLOBE NEWSWIRE) -- SUCCESS® Enterprises, a core subsidiary of eXp World Holdings, Inc. (Nasdaq: EXPI), today announced the return of Glenn Sanford, Founder of eXp Realty and CEO of eXp World Holdings, who will now also serve as Publisher and Managing Director of SUCCESS®. Sanford's return signals a bold new chapter as the ...