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高盛:美国股票观点_上调标普 500 指数估值及回报预测
Goldman Sachs· 2025-07-09 02:40
7 July 2025 | 7:04PM EDT US Equity Views Raising our S&P 500 valuation and return forecasts David J. Kostin +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & Co. LLC Kartik Jayachandran +1(212)855-7744 | kartik.jayacha ...
Don't Be Too Cute, Buy These 3 Dividend Growers Instead
Seeking Alpha· 2025-06-29 11:00
Group 1 - The article discusses the concept of wealth and poses the question of who desires to be rich, suggesting that this inquiry leads to further contemplation [1] Group 2 - iREIT® offers in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [2] - The iREIT® Tracker provides data on over 250 tickers, including quality scores, buy targets, and trim targets [2] - A new Ratings Tracker called iREIT Buy Zone has been introduced to assist members in screening for value [2] - The service includes a 2-week free trial along with a complimentary book [4]
高盛:中国金融-整体积极趋势下的选股差异_中金公司 - H 股(买入)与富途(中性)、恒生电子(买入)与东方财富_中国券商及资管机构
Goldman Sachs· 2025-06-23 02:09
19 June 2025 | 7:30PM HKT China Brokers & Asset Managers Stock selection differences amid overall positive trend. CICC-H (Buy) and FUTU (Neutral), Hundsun (Buy) and East Since May, broker and fintech stocks (including FUTU, East Money and Hundsun) have performed well, with average returns of +27%/+9% vs. +8%/+3% for the H/A share index. Looking back at the factors that we mentioned could constrain broker and fintech valuations (see our May report), we believe positive changes on ADTV and turnover - which ar ...
Coinbase Global, Inc. (COIN) Presents at Morgan Stanley US Financials, Payments & CRE Conference Transcript
Seeking Alpha· 2025-06-10 23:37
Group 1 - Coinbase Global, Inc. has $330 billion in assets on its platform as of the first quarter, indicating its significant position in the crypto market [2] - The company facilitates trading, staking, and custody of crypto tokens, along with providing broader services across the crypto ecosystem [2] - The conference call features Greg Tusar, Vice President of Product Management at Coinbase, highlighting the company's leadership in the financial services sector [2][3] Group 2 - The discussion may include forward-looking statements, with actual results potentially varying due to risks and uncertainties [4] - References to non-GAAP financial measures will be made, with reconciliations available in the company's latest shareholder letter [4]
3 Passive 'SWAN' Stocks (Hint: They're Not REITs)
Seeking Alpha· 2025-06-06 11:00
There are housing expenses (mortgages, utilities, homeowners' insurance, maintenance, or rent).This article was coproduced with Kody KesterIntroducing iREIT®Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and trim targets.We recently added an all-new Ratings Tracker called iREIT Buy Zone to help members screen for valu ...
MarketAxess(MKTX) - 2025 Q1 - Earnings Call Transcript
2025-05-07 15:02
MarketAxess (MKTX) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants Stephen Davidson - Head - Investor RelationsChristopher Concannon - CEOIlene Fiszel Bieler - Chief Financial OfficerChristopher Allen - Managing DirectorAlex Kramm - Managing Director - Equity ResearchKyle Voigt - Managing Director - Equity ResearchChristopher O'Brien - Equity Research AVP - Brokers, Exchanges, & Asset ManagersBrian Bedell - Director Conference Call Participants Michael Cyprys - AnalystAlex Blostein - Ana ...
Stifel(SF) - 2025 Q1 - Earnings Call Transcript
2025-04-23 14:30
Stifel Financial (SF) Q1 2025 Earnings Call April 23, 2025 09:30 AM ET Company Participants Joel Jeffrey - SVP - IRRonald J. Kruszewski - Chairman & CEOJames Marischen - CFODevin Ryan - Director of Financial Technology ResearchAlex Blostein - Managing DirectorSteven Chubak - Managing DirectorChristopher Allen - Managing Director Conference Call Participants Michael C. Brown - Equity Research Analyst - Asset Managers, Brokers and ExchangesWilliam Katz - Senior Equity Analyst Operator Good day, and welcome to ...