金十数据5月8日讯，花旗发表研究报告指，领展(00823.HK)近日股价上升，预期集团5月表现强劲。该 行表示，领展是即将推出的股票挂勾计划纳入房地产投资信托基金的最大受惠者，而且五一黄金周期间 利好零售业，加上3月香港零售业销售额的跌幅收窄。另外，市场预期美国联储局可能会在6月或之后降 息。该行续指，领展将于本月底公布2025财年业绩，预计其每单位分派按年增长2%，另料2026财年股 息率达7%，具吸引力。该行重申领展买入评级，目标价47.82港元，为香港房地产投资信托基金领域的 首选股。 花旗料领展5月表现强劲 目标价47.82港元 ...

【导读】REITs有望纳入沪深港通，领展房托领涨蓝筹！爱高集团暴涨超139% 5月7日，港股高开低走，恒生指数收涨0.13%，报22691.88点；恒生科技指数跌0.75%，报5200.04点；恒生中国企业指数跌0.23%，报8242.25点。全日大市 成交额2401亿港元，较前一交易日回升。南向资金净卖出额78.66亿港元。 REITs有望纳入沪深港通，领展房地产投资信托基金（以下简称领展房托）涨6.68%，中升控股涨4.80%，友邦保险涨2.92%，领涨蓝筹。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ▼ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 领展房产基金 | 0823 | 39.950 c | 2.500 | 6.68% | 15.39亿 | 21.61% | | 2 | 中升控股 | 0881 | 12.220 c | 0.560 | 4.80% | 1.05亿 | -12.46% | | 3 | 友邦保险 | 1299 | 61.750 c | 1.750 | 2.92% | ...

金十数据5月7日讯，港股今日高开低走，反覆向下。恒指高开507点报23169点，开市已重上50天线，升 幅曾扩大至534点高见23197点，创4月2日后一个月高位，但随后买盘未有跟进，大市升幅震荡收窄。午 后一度回顺，但尾盘抛压加重，涨幅再度回吐。截至收盘，恒指收涨0.13%；科指收跌0.75%，恒指大 市成交额2400.5亿元。盘面上，内房、服装、影视娱乐股走强，纸业、体育用品股回暖，军工股强势领 涨；生物医药、电讯设备、玩具消闲股走低，公共运输、非酒精饮料、医药外包概念股回调，汽车股再 度走弱。个股方面，领展房地产基金(00823.HK)涨超6.6%，中升控股(00881.HK)涨近5%，友邦保险 (01299.HK)涨近3%，理想汽车(02015.HK)、携程集团(09961.HK)、中国石油股份(00857.HK)均涨超 2%；药明生物(02269.HK)跌超6.6%，蒙牛乳业(02319.HK)、中国生物制药(01177.HK)均跌超3%，小米 集团(01810.HK)跌近3%。 港股收评：恒指收涨0.13% 大市受制于50日线 ...

Diversified Healthcare Trust (DHC) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Matt Murphy - Manager-Investor RelationsChris Bilotto - President & CEOAnthony Paula - Vice PresidentMatthew Brown - CFO & TreasurerJustin Haasbeek - Senior Associate, Equity Research Conference Call Participants John Massocca - Senior Research Analyst Operator Good morning and welcome to Healthcare Trust First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mod ...

Elme Communities (ELME) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Company Participants Amy Hopkins - Vice President, Investor RelationsPaul McDermott - President and CEOTiffany Butcher - Executive VP & COOSteven Freishtat - Executive VP & CFOCooper Clark - VP - Equity ResearchAnn Chan - Senior Associate Operator Good day, and welcome to the Elm Communities First Quarter twenty twenty five Earnings Conference Call. As a reminder, today's call is being recorded. And at this time, I would like to turn the ...

New York Mortgage Trust (NYMT) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Kristi Mussallem - AVP - Investor RelationsJason Serrano - Chief Executive OfficerKristine Nario-Eng - CFONicholas Mah - PresidentRandy Binner - Managing DirectorMatthew Erdner - Director Conference Call Participants Marissa Lobo - Analyst Operator Good morning, ladies and gentlemen. Thank you for standing by. Welcome to the New York Mortgage Trust First Quarter twenty twenty five Results Conference Call. Duri ...

作者丨 Long PlayerInvesting 编译 | 华尔街大事件 西蒙地产集团 ( NYSE: SPG ) 是全球规模最大、业务最多元化的购物中心业主之一。其债务评级也非常高。然而，当前市场"抛售"的氛围已对 其股价造成影响， 使其目前处于逢低买入区间。 虽然分析师几乎总是建议在机构投资者蜂拥"出局"时允许他们退出，但明智的投资者会在像当前这样的市场恐慌时期开始制定买入清单。这份 清单的首要考虑对象无疑是西蒙地产集团。 西蒙的股价一直被当作普通商场业主来看待。但这与事实相去甚远。西蒙长期以来一直拥有美国一些最好的地段。该公司也正以类似的保守商 业策略进军全球市场。 但从上面显示的股价走势来看，股息收益率现在正朝着"高收益"区域迈进，就像这家三流公司一样，股息可能面临风险。实际上，当股价触及 上面显示的近期低点时，它就已经进入了高收益区域。但像这家公司这样实力雄厚的运营者，可能永远不会出现像其他地方那样的股息问题。 由于一些挑战，2020财年股息有所削减。此后，管理层一直在逐步恢复股息，具体 如下： | Declared | Record | Payable | Amount | Type | | -- ...

Company Overview - Costco operates nearly 900 club stores globally, generating over 50% of its gross profit from membership fees, which allows for lower product margins compared to competitors [2] - Realty Income is a net lease REIT with over 15,600 single-tenant properties, primarily in retail, and has a market cap more than three times larger than its closest competitor [5] Financial Performance - Costco has maintained a membership renewal rate above 90% and has increased its dividend annually for over two decades, with an average annualized growth rate of 12% over the past 10 years [3] - Realty Income has increased its dividend annually for three decades, but its annualized dividend growth rate is only 4.3%, which may not attract growth investors [6] Dividend Analysis - Costco's current dividend yield is 0.5%, lower than the S&P 500 index's 1.3%, making it less appealing for dividend growth investors despite its rapid dividend growth [4] - Realty Income offers a more attractive dividend yield of 5.6%, appealing to income investors, especially given its long history of dividend increases [6] Market Position - Both Costco and Realty Income are down approximately 10% from their 52-week highs, with Realty Income down over 25% from its peak, suggesting it may represent better value currently [8] - Costco is considered a strong company with a solid business model but is not viewed as a bargain at present, while Realty Income appears fairly priced and could provide a reliable income stream for dividend investors [9]

Core Viewpoint - Healthpeak is expected to report quarterly earnings of $0.46 per share, reflecting a year-over-year increase of 2.2%, with revenues projected at $694.72 million, up 14.5% from the previous year [1]. Group 1: Earnings Estimates - Analysts have maintained the consensus EPS estimate for the upcoming quarter over the last 30 days, indicating stability in their assessments [1]. - The projected 'Revenues- Rental and related revenues' is expected to reach $527.49 million, showing a year-over-year increase of 14.2% [4]. - 'Revenues- Interest income and other' is anticipated to be $16.97 million, representing a significant year-over-year increase of 195.1% [4]. Group 2: Depreciation and Amortization - Analysts estimate 'Depreciation and amortization' to be $274.46 million, compared to $219.22 million reported in the same quarter last year [5]. Group 3: Stock Performance - Over the past month, Healthpeak shares have decreased by 6.4%, while the Zacks S&P 500 composite has declined by 5.6% [5]. - Healthpeak currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5].

（文/朱道义 编辑/张广凯） 大扩容的中国公募REITs市场，再度迎来了新物种，也成为外资布局中国的新渠道。 4月17日，凯德投资宣布，已经向中国证券监督管理委员会和上海证券交易所提交申请，拟推出旗下首支消费基础设施公募REIT——凯德商业C-REIT。 值得注意的是，这是首支由国际资产管理公司在中国申报的消费类公募REIT产品，同时也是唯一包含一线城市购物中心资产组合的消费类公募REIT，颇具 投资稀缺性。 据悉，凯德商业C-REIT首批纳入的两个资产分别是位于广州的凯德广场·云尚和位于长沙的凯德广场·雨花亭，总规模约为28亿元人民币，总建筑面积达到 16.84万平方米，整体出租率约为97%。凯德广场·云尚目前由凯德投资和凯德发展共同持有，凯德广场·雨花亭则是凯德中国信托旗下资产。 具体来看，凯德广场·雨花亭位于长沙雨花区，是一座成熟的社区型购物中心，周边拥有高密度的住宅和办公楼群。2019年，凯德将凯德广场·雨花亭注入凯 德商用信托（时名CRCT，现名CLCT）；2023年3月，项目完成资产升级改造，重新定位为一个更加注重生活方式与体验的商业空间。根据CLCT 2024年年 报，凯德广场·雨花亭客流及销售 ...