前四月近四千内地客赴港买房 数据显示，在2025年首四个月，普通话拼音买家共录得3782宗入市个案，当中一手占1652宗，二手占 2130宗，总涉资逾343亿元。不过，相比2024年同期的4095宗及466亿元，分别同比下跌7.6%及26%。当 然，在去年2月，香港特区政府宣布全面撤辣，曾一度带动大量内地买家赴港置业。 据统计，内地买家置业最多的五个地区集中在：大埔墟（91宗）、启德新区（79宗）、何文田（47 宗）、北角及天水围（各42宗），其中启德新区的普通话拼音买家占比高达53%，即每两宗成交便有一 宗来自该类买家。 今年2月底，香港特区政府发布《财政预算案》，提及进一步将100港元印花税涵盖至400万港元以内住 宅物业，纾缓买家置业负担等。或受该利好政策影响，内地买家及投资者在港置业态度转趋积极，并带 动香港楼市交投量连升两个月。4月香港一、二手私人住宅共录得5126宗买卖登记，较3月的4907宗上升 约5%。其中，普通话拼音买家占1207宗，占整体比重逾两成。 内地客买家于4月份的总入市金额逾114亿元，较3月份的105亿元上升逾8%，为连续第二个月突破百亿 元水平，并创下近五个月新高。平均每宗成交 ...

Investment Ratings - CBRE Group, Inc: Overweight; Price Target: $143.00 [16] - Colliers International Group Inc.: Neutral; Price Target: $137.00 [21] - Cushman & Wakefield: Neutral; Price Target: $13.00 [25] - Jones Lang LaSalle Inc: Overweight; Price Target: $285.00 [29] Core Insights - The report indicates an overall positive outlook for the commercial real estate (CRE) services sector, with revenue forecasts for 2025 showing an average increase of 3%, leading to a projected 9% year-over-year growth [1] - The earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates have been revised upward by 4%, indicating a 12% year-over-year growth, while earnings per share (EPS) estimates have increased by 7%, reflecting a 19% year-over-year growth [1] - The report highlights that the estimates have fluctuated over the past six months due to various macroeconomic factors, but recent strong earnings results have led to a renewed optimism in the sector [2][3] Company Summaries CBRE Group, Inc - CBRE is recognized as the largest global provider of CRE services, with a strong track record in capital allocation and organic growth [16] - The company is expected to achieve a compelling earnings growth of 19% in 2025, outperforming asset-heavy landlords and the broader equity market [4] - CBRE's valuation is attractive, trading at 19.8x 2025 EPS, which is below the S&P 500 average of 22.2x [5][17] Colliers International Group Inc. (CIGI) - CIGI is the third largest global CRE services platform, with a brokerage incremental margin of approximately 20%, which is lower than its peers [21] - The company has been actively acquiring businesses, averaging over $300 million per year, and is investing in investment management and engineering acquisitions [21] - CIGI trades at 18.8x 2025 EPS, slightly below CBRE but above CWK [22] Cushman & Wakefield (CWK) - CWK is positioned to benefit from the institutionalization of real estate investing, although it faces challenges due to its higher leverage [25] - The company is expected to improve margins as it scales, but specific risks remain that could impact its performance [25] - CWK trades at a low valuation of 8.4x 2025 EPS, indicating potential upside if it can manage its leverage effectively [26] Jones Lang LaSalle Inc. (JLL) - JLL is the second largest commercial real estate services platform globally, with a competitive EBITDA margin of 14.8% [29] - The company is well-positioned for growth, particularly with expectations of a rebound in capital markets [29] - JLL trades at 12.9x 2025 EPS, which is attractive compared to its peers, and maintains a price target of $285.00 [30][31]

Core Insights - April home sales increased by 11.3% compared to March, but were down 1.4% year-over-year, indicating a mixed market trend [1][6] - New listings rose by 6.2% from March and 7.5% year-over-year, contributing to a growing inventory [1][4] - The median sales price for homes in April reached $440,000, up 1.2% from March and 2.3% from the previous year [2][9] Sales and Inventory - Active inventory across the surveyed metro areas increased by 35.7% year-over-year, marking a significant rise in available homes [2][15] - The months' supply of inventory was 2.3, up from 1.7 a year ago, indicating a more balanced market [15] - Days on market decreased to an average of 40 days, down from 44 days in March, suggesting quicker sales [6][13] Market Performance - The markets with the largest year-over-year increase in new listings included Las Vegas, NV (+27.7%), Burlington, VT (+24.8%), and Fayetteville, AR (+22.5%) [4][5] - Conversely, the largest year-over-year decreases in closed transactions were observed in Miami, FL (-14.1%), New Orleans, LA (-7.6%), and Tampa, FL (-7.2%) [6][8] - The average close-to-list price ratio was 99%, consistent with March but down from 100% in April 2024, indicating a slight shift in buyer negotiation power [11] Price Trends - The median sales price saw the highest year-over-year increases in Cleveland, OH (+10.9%), Hartford, CT (+10.3%), and Birmingham, AL (+9.0%) [9][10] - The markets with the largest year-over-year decrease in median sales price included Bozeman, MT (-4.4%), Honolulu, HI (-2.3%), and Tampa, FL (-1.6%) [9][10] Regional Insights - Miami, FL had the highest months' supply of inventory at 6.9, followed by Honolulu, HI at 5.6 and Tampa, FL at 4.0, indicating a more saturated market in these areas [15][16] - The highest days on market were recorded in Fayetteville, AR (79 days), Miami, FL (78 days), and Orlando, FL (70 days), suggesting slower sales in these regions [13][14]

Core Insights - Fathom Holdings, Inc. is a technology-driven real estate services platform that integrates residential brokerage, mortgage, title, and SaaS offerings, inviting investors to a webinar on May 20, 2025 [1] - The company operates a flat-fee commission model and has a growing network of over 14,300 agents across 43 states, positioning itself to benefit from an improving housing market [2] Company Overview - Fathom Holdings leverages its proprietary cloud-based software, intelliAgent, to enhance operational efficiency and scalability [4] - The company has made strategic acquisitions, including the integration of My Home Group, which is expected to contribute to significant revenue growth in 2025 [2] Webinar Details - The upcoming webinar will feature Fathom's CEO, Marco Fregenal, and will include a live Q&A session for attendees [3]

Company Overview - Anywhere Real Estate Inc. (NYSE: HOUS) is a global leader in residential real estate services, offering integrated services including franchise, brokerage, relocation, title and settlement businesses, as well as mortgage and title insurance underwriter minority-owned joint ventures [3]. Upcoming Event - CEO Ryan Schneider will participate in the KBW Virtual Real Estate Finance & Technology Conference on May 20, 2025, at 12:00 p.m. EST, with the remarks being webcast and archived for 90 days [1][2].

北京时间5月1 5日晚，美股三大指数开盘集体下跌。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 41934.90 | 19014.36 | 5877.26 | | -116.16 -0.28% -132.45 -0.69% | | -15.32 -0.26% | | | | 消息面上，5月1 5日晚，阿里发布财报，公司第四财季营收略低于市场预期。 第四财季（截至3月底止季度）阿里营收2 3 6 4 . 5亿元人民币，同 比增7%，预估2 3 7 9 . 1亿元人民币；调整后净利润2 9 8 . 5亿元人民币，同比增长2 2%，预估2 9 3 . 9亿元人民币。 | | | Three months ended March 31. | | | | --- | --- | --- | --- | --- | | | 2024 | 2025 | | | | | | | | YoY % | | | RMB | RMB | USS | Change | | | | (in millions, except percentages and per s ...

Financial Data and Key Metrics Changes - Net income from continuing operations increased by 67% to $107 million in the third quarter compared to the prior year, while revenues were $2 billion, up 1% year over year despite currency headwinds [6][24] - Total segment EBITDA rose 12%, with overall margin expanding from 13% to 14.4% [6][24] - Adjusted revenues increased by 2%, and adjusted total segment EBITDA grew by 15% [7][24] - Reported EPS from continuing operations doubled to $0.14, while adjusted EPS was $0.17 compared to $0.13 a year ago [7][24] Business Line Data and Key Metrics Changes - **Dow Jones**: Revenue grew by 6% to $575 million, with digital revenue accounting for 82% of total segment revenues [25][26] - **Digital Real Estate**: Revenues increased by 5% to $406 million, with segment EBITDA up 19% [28] - **Book Publishing**: Revenue rose by 2% to $514 million, with EBITDA increasing by 3% [33] - **News Media**: Revenue decreased by 8% to $514 million, but EBITDA grew by 22% due to cost-saving initiatives [34] Market Data and Key Metrics Changes - Dow Jones digital circulation revenue expanded by 14%, marking the fastest growth rate in almost three years, with total consumer subscriptions surpassing 6 million [11][25] - REA maintained a significant audience lead with nearly four times as many average monthly visits as Domain [14] - News Corp Australia's digital subscriptions reached 1.1 million, with news.com.au achieving 292 million page views per month [18] Company Strategy and Development Direction - The company is focusing on three core pillars for growth: Dow Jones, digital real estate, and book publishing, following the sale of Foxtel [7][22] - Continuous exploration of structural options to maximize shareholder returns is emphasized, with a commitment to quality journalism amid political challenges [9][62] - The company aims to enhance its digital offerings and capitalize on the growth of AI while protecting its intellectual property [10][19] Management's Comments on Operating Environment and Future Outlook - Management believes the current political turbulence is temporary and anticipates robust growth potential in the U.S. economy [5][6] - The company is monitoring economic trends closely and expects the direct impact of tariffs to be immaterial [22] - Future growth is expected to be driven by the professional information business and ongoing cost discipline [35][36] Other Important Information - The sale of Foxtel resulted in a significant reduction of debt on the balance sheet and provided cash for shareholder returns [7][8] - The company has been upgraded to investment grade by Moody's and S&P, enhancing its financial flexibility [8][53] Q&A Session Summary Question: Insights on Dow Jones business investment for the fourth quarter - Management indicated no significant increase in investment, focusing on both consumer and professional information business growth [40][41] Question: Impact of Factiva dispute on margins and future expectations - A smaller impact from the Factiva dispute is expected in the fourth quarter, with ongoing margin expansion anticipated as the professional information business grows [45][48] Question: Capital allocation strategy and potential M&A opportunities - The company is focused on its three core pillars for potential acquisitions and will not overpay for businesses, emphasizing shareholder value [52][53] Question: Simplification of the company structure - Management highlighted the Foxtel deal as an example of their willingness to make significant structural decisions to enhance shareholder value [61][62] Question: Progress on Dow Jones subscriber pricing strategy - The strategy to convert promotional pricing to higher-paying plans is proceeding well, with a 7% increase in total subscriptions driven by digital growth [65][66] Question: Churn impact from moving customers to non-promotional plans - Management is learning about price elasticity and aims to reduce churn while maximizing revenue through advanced AI tools [70]

News (NWS) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Welcome to the News Corp's Third Quarter Fiscal twenty twenty five earnings conference call. Today's conference is being recorded. Media will be allowed on a listen only basis. At this time, I'd like to turn the conference over to Michael Floren, senior vice president and head of investor relations. Please go ahead. Speaker1 Thank you very much, operator. Hello, everyone, and welcome to News Corp's fiscal third quarter two thousand twenty fi ...

1Q 2025 Business Update & Supplementary Information | 1 | | --- | Safe Harbor Statement This presentation includes forward-looking statements, which are statements other than statements of historical facts, and statements in the future tense. These statements include, but are not limited to, statements regarding our future performance, including expected financial results for the second quarter of 2025, planned non-GAAP OPEX and free cash flow expectations for the full year of 2025, and our expectations for ...

Delivers resilient recurring revenue performance and sustained margin expansion in Q1 2025; accelerates pace of share buyback TORONTO, May 08, 2025 (GLOBE NEWSWIRE) -- Altus Group Limited ("Altus Group" or "the Company") (TSX: AIF), a leading provider of commercial real estate ("CRE") intelligence, announced today its financial and operating results for the first quarter ended March 31, 2025. "Our strong performance in Q1 demonstrates the continued execution of our growth initiatives and our commitment to d ...