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X @Decrypt
Decrypt· 2025-11-17 20:14
Trump International Maldives Hotel Will Offer Tokenized Real Estate Investments► https://t.co/8SBWFOPDHz https://t.co/8SBWFOPDHz ...
Sirius Real Estate Limited 2026 Q2 - Results - Earnings Call Presentation (OTCMKTS:SRRLF) 2025-11-17
Seeking Alpha· 2025-11-17 16:31
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10月份中东和北非地区初创企业融资额达7.849亿美元
Shang Wu Bu Wang Zhan· 2025-11-17 16:12
Group 1 - In October, the total funding for startups in the MENA region reached $784.9 million, representing a year-on-year increase of 395% [1] - The UAE led the funding with $615.7 million raised through 15 transactions, followed by Saudi Arabia with $119.3 million from the same number of transactions, and Egypt with $33.3 million from 5 transactions [1] - The real estate sector was the most funded industry, securing $526 million, primarily driven by funding from Property Finder, while the software services sector followed with $60 million in funding [1]
X @BSCN
BSCN· 2025-11-17 12:50
🚨UPDATE: TRUMP'S FIRM PARTNERS WITH DAR GLOBAL TO TOKENIZE ULTRA-LUXURY TRUMP INTERNATIONAL HOTEL MALDIVES ...
栖海澐颂交付,永丰片区品质生活兑现
3 6 Ke· 2025-11-17 09:47
Core Insights - The article highlights the importance of high-quality delivery in the current Beijing real estate market, where buyers increasingly prioritize product quality and delivery assurance [1][3] - The successful delivery of the Qihai Luansong project is seen as a reflection of the operational capabilities of real estate companies and their understanding of urban dynamics [1][3] Project Overview - The Qihai Luansong project features a total construction area of approximately 81-154 square meters, comprising 14 buildings and 887 units, designed in a symmetrical layout with a focus on "elegant academic style" [4] - The architectural design incorporates a blend of dark red and beige materials, reflecting both modern order and cultural continuity [4] Community and Lifestyle - The community design includes a 600-meter health running track and various spaces for social interaction, exercise, and tranquility, catering to different age groups and lifestyles [6] - The project emphasizes a holistic living experience, integrating education, nature, and urban amenities within a short distance, thus enhancing the quality of life for residents [9] Quality of Living - The Qihai Luansong project adopts a high-standard finishing system, focusing on five dimensions of comfort: air quality, noise reduction, cleanliness, and overall living quality [8] - The design aligns with the preferences of educated buyers who seek quality living without excessive decoration, valuing order and tranquility while maintaining urban connectivity [8] Market Positioning - The delivery of the Qihai Luansong project signals a shift in the real estate market from rapid land acquisition to stable delivery, establishing a new benchmark for brand reputation [3][9] - The project is strategically located in the Yongfeng area, a key node in the Zhongguancun Science City, surrounded by high-tech enterprises and educational resources, enhancing its appeal to potential buyers [9]
Aktsiaselts Infortar own share acquisition transactions
Globenewswire· 2025-11-17 06:00
Group 1 - Aktsiaselts Infortar conducted a share buyback program on the Nasdaq Tallinn Stock Exchange from November 10 to November 14, 2025, acquiring a total of 2,778 shares at a weighted average price ranging from EUR 42.9913 to EUR 44.0000 [1][2] - The share buyback program is managed by SEB Pank AS, which acts on behalf of Aktsiaselts Infortar [1] - The company plans to disclose summary data regarding daily volume and weighted average prices no later than the seventh trading day following the transactions [2] Group 2 - Infortar operates in seven countries, primarily focusing on maritime transport, energy, and real estate [3] - The company holds a 68.47% stake in Tallink Grupp and a 100% stake in Elenger Grupp, alongside a real estate portfolio of approximately 141,000 square meters [3] - Infortar encompasses a total of 110 companies, including 101 subsidiaries, 4 affiliated companies, and 5 subsidiaries of affiliated companies, employing 6,558 people excluding affiliates [3]
2026 年中国经济展望 - 向低通胀缓慢迈进-2026 China Economics Outlook-Slow March to Lowflation
2025-11-17 02:42
Summary of the 2026 China Economics Outlook Industry Overview - **Industry**: Chinese Economy - **Focus**: Economic growth, inflation trends, fiscal policy, and investment dynamics Key Points Economic Growth Projections - **Nominal GDP Growth**: Expected to be subdued at **4.1%** in 2026, with a rebound to **4.8%** in 2027 [3][10][11] - **Real GDP Growth**: Projected at **4.8%** in 2026 and **4.6%** in 2027, down from approximately **5%** in 2025 [10][11] - **CPI and Deflation**: CPI is expected to remain low due to property market drag and weak wage growth, with a gradual shift from deflation to lowflation anticipated by 2027 [4][80] Inflation Dynamics - **GDP Deflator**: Expected to be **-0.7%** in 2026, turning slightly positive at **0.2%** in 2027 [80] - **CPI Trends**: Core CPI is projected to remain subdued until **2H26-2027**, with gradual improvements expected as property market pressures ease [80][82] Policy and Fiscal Measures - **Fiscal Policy**: Modestly expansionary with an augmented fiscal deficit expected to widen by **0.5ppt** of GDP, focusing on technology localization and infrastructure [5][55] - **Monetary Policy**: Anticipated policy rate cuts of **10-20bps** and RRR reductions of **25-50bps** in 2026 to support fiscal measures [59] - **Public Spending**: Shift towards public services with growth in public consumption expected to reach **5.3%** in 2026 and **5.5%** in 2027 [25][26] Investment Trends - **Investment Growth**: Real gross fixed capital formation growth projected to remain soft at **2.4%** in 2026 and **2.2%** in 2027, influenced by anti-involution policies and local government financing constraints [31][32] - **Manufacturing Investment**: Expected to grow at low single digits due to overcapacity and deflationary pressures [33][36] - **Property Sector**: Continues to face significant challenges with high inventory levels and weak demand, leading to a contraction in property investment [35][41] Consumption Patterns - **Household Consumption**: Expected to slow to **4.2%** in 2026, with a rebound to **4.4%** in 2027 as labor market conditions improve [15][19] - **Social Welfare Spending**: Gradual increases in social welfare spending anticipated, focusing on education, healthcare, and elder care [18][25] Risks and Challenges - **Economic Risks**: Potential for renewed trade tensions and a US recession could exacerbate supply-demand imbalances and deflationary pressures [6] - **Implementation Challenges**: Central government support for housing may face practical challenges in execution [5][56] Global Context - **Export Dynamics**: Net exports expected to contribute **1.3ppt** to growth in both 2026 and 2027, despite a slight moderation in export growth due to earlier front-loading effects [41][42] - **Global Demand**: Stable global growth projected at **3.1%** in 2026 and **3.3%** in 2027, supporting China's export resilience [43] AI and Technology Investment - **AI-Driven Growth**: Anticipated capex boom in AI-related sectors expected to offset property market drag by **0.2-0.3ppt** of real GDP in 2026-27 [47][48] Conclusion - The outlook for the Chinese economy in 2026 reflects a cautious approach to growth, with a focus on gradual rebalancing and addressing deflationary pressures while navigating global uncertainties and domestic challenges [68][79]
2026 年中国股票策略展望 - 从跃升走向可持续-2026 China Equity Strategy Outlook Asia Pacific-From Leap to Sustain
2025-11-17 02:42
Summary of the 2026 China Equity Strategy Outlook Industry Overview - The report focuses on the **China equity market**, particularly the **MSCI China** and **Hang Seng Index**. - 2025 was a strong year for Chinese equities, with both indices rising over **30% YTD**, making China one of the best-performing major equity markets in 2025 [2][10]. Core Insights and Arguments 1. **Stabilization and Sustainability in 2026**: - 2026 is viewed as a year of stabilization following the high returns of 2025, with a focus on sustainability [2][13]. - The report anticipates moderate **EPS growth of 6%** and a **12-month forward P/E range of 12-13x** for MSCI China [3][19]. 2. **Index Targets**: - New December 2026 targets are set at: - **Hang Seng**: 27,500 (2% upside) - **HSCEI**: 9,700 (2% upside) - **MSCI China**: 90 (3% upside) - **CSI300**: 4,840 (4% upside) [3][20]. 3. **Market Dynamics**: - The report highlights several factors influencing the market: - Quality and sustainability of corporate earnings [2][13]. - Limited valuation upside after a significant re-rating [2][16]. - Persistent deflationary pressures expected through 2026 [2][17]. - Global macroeconomic uncertainties, particularly regarding US growth paths [2][18]. 4. **Sector Preferences**: - A **barbell strategy** is recommended, overweighting high-quality internet and tech leaders while underweighting sectors like Real Estate, Consumer Staples, and Energy [5][43]. - Select exposure to dividend plays is maintained for stable cash returns [5][43]. 5. **Investment Flows and Liquidity**: - Positive net flows and liquidity are expected for both A-share and offshore markets, driven by consumption stimulus and housing inventory digestion [4][41]. - Strong interest from global investors is noted, with expectations for continued support for the Hong Kong market [4][41]. Additional Important Insights 1. **Earnings Growth Forecast**: - Earnings growth is expected to re-accelerate to **10% in 2027**, as the economy emerges from deflation [19][52]. - The report indicates a slight deterioration in earnings delivery for 2025, leading to a lowered earnings growth forecast of **5%** for that year [51]. 2. **Geopolitical Considerations**: - An interim truce between the US and China is seen as beneficial for alleviating market concerns [13][47]. - The report emphasizes the importance of sustained geopolitical stability for market performance [26][29]. 3. **Valuation Insights**: - Current valuations for MSCI China are seen as fair, trading at **13.1x** forward P/E, which is above the 5-year average [16][19]. - The bull-bear spread for MSCI China indicates a wide range of potential outcomes, from a **-34% bear case** to a **+30% bull case** [33][34]. 4. **Key Trade Ideas for 2026**: - Focus on thematic lists and tactical trades related to Stock Connect Southbound inclusion beneficiaries and anti-involution initiatives [5][44]. 5. **Market Performance Metrics**: - The report includes performance metrics for various indices, highlighting the strong performance of MSCI China and Hang Seng in 2025 [14][22]. This comprehensive outlook provides a detailed analysis of the expected trends and dynamics in the China equity market for 2026, emphasizing the importance of strategic stock selection and sector positioning amidst a backdrop of macroeconomic challenges and geopolitical considerations.
X @The Wall Street Journal
He was a real-estate outsider who built Compass into the largest U.S. brokerage. Now he wants to change the way we buy and sell homes. https://t.co/l8LAKrJiVE ...
How decades of government failure and Wall Street investments made housing so unaffordable
MSNBC· 2025-11-16 18:49
Good morning. It is 11 o'clock on the east coast, 8 a.m. in the west coast. I'm Ali Veli and we're live from MS Now's brand new studios in Times Square. We begin this hour with a new line of messaging that you might have noticed coming from the White House this week. It wasn't that long ago, right around the Democrats clean sweep in the November 4th elections to be exact, that Donald Trump suddenly seemed to discover the meaning of the a word, the affordability as he calls it. In classic Trump fashion, it s ...