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Moelis & Company (MC) Earnings Call Presentation
2025-06-30 09:40
Investor Presentation April 2025 Confidential Content must not go below this line Forward Looking Statements This presentation contains forward-looking statements, which reflect the Firm's current views with respect to, among other things, its operations and financial performance. You can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "seeks," "target," "approximately," "predicts," "intends," "plans," ...
野村:日本、美国和欧洲长期利率上升的原因;中国的资产负债表衰退
野村· 2025-06-30 01:02
NOMURA Richard Koo Reasons for rise in long-term rates in Japan, US, and Europe; China's balance sheet recession Long-term interest rates have risen or remained elevated in many nations over the past few weeks, with the conspicuous exception of China. This has led some analysts to question the fiscal sustainability of these economies. n certain countries, including Japan, long-term rates have reached their highest levels in over a decade, shocking market participants accustomed to ultra-low rates. However, ...
摩根士丹利:中国经济韧性增长下遮蔽了结构分化
摩根· 2025-06-30 01:02
June 27, 2025 10:27 AM GMT 中国 - 经济温度计 | Asia Pacific 静候秋天 二季度GDP同比或达5%,7月政治局出台新支持的迫切性低。 但6月以来体感已分化,出口初见走软,楼市拖累深化,消费 依赖于促销。三季度GDP可能回落至4.5%,温和的财政刺激 或开在初秋时。 二季度增长强劲,但六月数据显露隐忧 6月前半个月零售总额保持强劲,但需谨慎解读:6月份⯥ⶐ个月线上家电销售同 比增速进一步ⱶ快,从5月份的45%攀ⶍ⮽了90%。然而,截止6月15日当周的强Ⲏ 表现或源自于消费⯥置,ⷊ消费者在得知部⮇地的以旧换新补贴资金用尽后, 抢跑下,以便在618促销期间享受"⹙重折扣",尽管平台补贴通常在6月17–18 日达⮽峰值。 6月份中国对美出口有所回升,但整体出口或进一步放缓:6月份的高频数据显示 了与5月份相似的口结构,ⷊ对美口有所改善,但整体口ⲁ能可能⬵ 弱。6月以来,中国至美集装箱船只数量大幅反弹( Exhibit 2 ),可能反映了美国 假日购物季⯥的季节性备货需求。然而,全国主要港口的集装箱吞吐量同比增速 从5月的5%降至0.7%( Exhibit 1 ),显示中国对其 ...
Goldman Sachs: Why I'm Still Bullish At All Time Highs
Seeking Alpha· 2025-06-29 13:05
Core Insights - Goldman Sachs has experienced a significant increase in its stock price, reaching over $700 per share after trading hours on Friday [1] Company Summary - Goldman Sachs is identified as one of the largest investment banks globally, indicating its substantial market presence and influence within the financial sector [1] Market Performance - The surge in stock price reflects positive market sentiment and potential investor confidence in Goldman Sachs' future performance [1]
Univest Securities, LLC Announces Closing of $15 Million Public Offering for its Client Globavend Holdings Limited (NASDAQ: GVH)
GlobeNewswire News Room· 2025-06-27 21:00
New York, June 27, 2025 (GLOBE NEWSWIRE) -- Univest Securities, LLC (“Univest”), a member of FINRA and SIPC, and a full-service investment bank and securities broker-dealer firm based in New York, today announced the closing of Public Offering (the “Offering”) of approximately $15 million for its client Globavend Holdings Limited (NASDAQ: GVH) (“Globavend” or the “Company”), an emerging e-commerce logistics provider. The offering is comprised of 21,739,130 of the Company’s ordinary shares (or pre-funded war ...
Stifel Reports Y/Y Rise in Client & Fee-Based Assets for May 2025
ZACKS· 2025-06-27 17:10
Key Takeaways In May 2025, SF's total client assets rose 8% Y/Y and 3% over the previous month to $501.4M. Fee-based client assets climbed 13% Y/Y to $199.1M, with Private Client Group reaching $173.6M. Investment banking pipeline improved, though Q2 investment banking revenue may fall 10% Y/Y.Stifel Financial Corp. (SF) reported key operating results as of May 31, 2025, highlighting year-over-year increases in client and fee-based assets, despite volatility in equity markets.Breakdown of SF’s May Operati ...
Is Most-Watched Stock Interactive Brokers Group, Inc. (IBKR) Worth Betting on Now?
ZACKS· 2025-06-27 14:01
Interactive Brokers Group, Inc. (IBKR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this company have returned +2.1%, compared to the Zacks S&P 500 composite's +6% change. During this period, the Zacks Financial - Investment Bank industry, which Interactive Brokers falls in, has gained 10.3%. The key question now is: What could be ...
信摩根士丹利:号、流向与关键数据
摩根· 2025-06-27 02:04
June 23, 2025 02:54 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Morgan Stanley & Co. International plc+ Erika J Singh-Cundy Strategist Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 Morgan Stanley & Co. LLC Key highlights from last week: Exhibit 1: Morgan Stanley forecasts sii obivo Bear Base Bull Bear Base Bull Equities S&P 500 5,968 4,900 6,500 7,200 -16 ...
摩根士丹利:印度经济-政策推动助力增长
摩根· 2025-06-27 02:04
June 23, 2025 12:53 AM GMT India Economics – Macro Indicators Chartbook | Asia Pacific Policy Impetus to Bolster Growth Growth indicators exhibit a modest recovery led by domestic demand. Macro stability indicators have improved, increasing flexibility for policy makers. Uncertainty from external conditions continues to weigh on growth, even as India appears better placed on a relative basis. 1) Growth – uneven recovery: High-frequency data in May suggest a mixed trend across indicators, with ones such as G ...
华兴资本宣布任命新任独立非执行董事,全面进军数字货币领域
IPO早知道· 2025-06-27 01:42
引领传统金融成为全球web3投资的核心力量。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 华兴资本控股有限公司(股票代码: 1911,以下简称"华兴资本"、"华 兴"或"公司") 于 6月26日 发布两则公告,分别关于人事调整以及重大业务战略。 人事层面,经董事会批准,任命 Frank Fu Kan先生为独立非执行董事、公司审计委员会、薪酬委员 会及提名委员会成员,任命陈嘉丽女士为独立非执行董事、审计委员会主席及提名委员会成员 。 同时, 董事会宣布,在稳固华兴现有业务的同时,进军 WEB 3.0和数字资产领域,并批准总额度为 1亿美元的预算,在未来两年期内用于公司发展WEB 3.0业务和投资数字货币资产; 并且 ,公司将 加大对稳定币、 RWA(现实世界资产)以及围绕数字资产全链条生态系统的投资及发展力度,并积 极拓展公司相关业务牌照的申请和升级。 据公告内容显示,两位新任独立非执行董事均在各自行业深耕已久,具有深厚的行业经验、行业资源 以及突出的职业生涯履历。如, Frank先生在科技行业业务推广领域拥有超过30年经验,尤其在区 块链技 ...