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J.F. Lehman & Company Completes Sale of Narda-MITEQ
Prnewswire· 2025-07-23 20:00
NEW YORK, July 23, 2025 /PRNewswire/ -- J.F. Lehman & Company ("JFLCO"), a leading alternative asset manager focused exclusively on the aerospace, defense, maritime, government, environmental and infrastructure sectors, announced today that investment affiliates have sold Narda AcquisitionCo., Inc. ("Narda-MITEQ" or the "Company") to Amphenol Corporation ("Amphenol", NYSE: APH). Terms of the transaction were not disclosed.Narda-MITEQ is a leading global designer and manufacturer of advanced radiofrequency ( ...
5月中国减持美债,日本、英国增持
news flash· 2025-07-17 23:16
金十数据7月18日讯,当地时间7月17日,美国财政部公布的数据显示,2025年5月,美债前三大海外债 主中,日本、英国增持美国国债,中国继3月由美国第二大债主变为第三大债主后,继续减持美国国 债。美国财政部2025年5月国际资本流动报告(TIC)显示,日本5月增持5亿美元美国国债,持仓规模 为11350亿美元,依然是美国第一大债主。国5月增持17亿美元美国国债至8094亿美元,持仓规模维持第 二。中国5月减持9亿美元美国国债至7563亿美元,为今年连续第三个月减持。减持后,中国对美国国债 的持仓规模保持第三。 5月中国减持美债,日本、英国增持 ...
辽宁:建设完善一体化数据资源体系 加快构建数字化、智能化政府运行新形态
Core Viewpoint - The implementation plan for digital government construction in Liaoning Province aims to modernize government governance systems and capabilities by 2027, focusing on integrated infrastructure, data resource sharing, and a comprehensive digital government operation system [1] Group 1: Infrastructure and Data Management - The plan emphasizes the integration of government cloud resources and the migration of non-sensitive government systems to the cloud, establishing a unified scheduling mechanism and conducting efficiency assessments [2] - It aims to enhance the electronic government network management and increase the internet bandwidth for provincial government networks, while also deploying IPv6 addresses [2] - A comprehensive data resource system will be established, promoting unified directory management of public data and the co-construction of foundational databases across various sectors [3] Group 2: Public Data Sharing and Utilization - The plan seeks to promote efficient sharing of public data through an integrated data resource management system, ensuring interconnectivity and data sharing among various government information systems [4] - It includes the development of a public data resource open platform, with a focus on sectors like healthcare, urban governance, and emergency management to cultivate typical application scenarios [4] Group 3: Digital Services and Applications - The initiative aims to enhance online service efficiency by integrating various online service portals and expanding the application of electronic certificates and seals [4] - It plans to improve the collaborative office system by integrating non-sensitive office business systems into the "Liaozhengtong" platform, promoting standardized electronic documents and digital archives [5] - The focus will also be on enhancing economic regulation capabilities by collecting and managing key economic data across various fields, thereby constructing a foundational database for economic governance [5]
X @Bloomberg
Bloomberg· 2025-07-09 18:43
A New Jersey school district had its bond rating slashed two notches by S&P after local officials discussed filing for bankruptcy instead of adopting a budget that would have raised taxes https://t.co/h52Me1NdgZ ...
X @CoinDesk
CoinDesk· 2025-07-08 13:12
INSIGHT: 🇯🇵 The yield on Japan's 30-year government bond has surged over 30 basis points in three days, surpassing 3%. This upswing may add to volatility in Treasury notes, potentially hurting risk assets, including BTC.Writes @godbole17https://t.co/xVQDzc85lV ...
分析师:英国财政前景堪忧,政策调整空间受限引发多方担忧
news flash· 2025-07-02 13:31
Core Viewpoint - The UK Treasury outlook is concerning, with limited room for policy adjustments leading to widespread apprehension among stakeholders [1] Group 1: Fiscal Challenges - UK Chancellor Reeves is in a difficult position due to a shift in policies, which means expected savings from winter fuel subsidies and changes to disability benefits are now unattainable [1] - This situation has created a significant fiscal gap that the Chancellor must address [1] Group 2: Taxation Speculations - There is speculation in the market that the Chancellor may have to increase taxes, which poses a significant political challenge for the Labour government, especially after previously stating that tax hikes would not occur [1] - The developments in Parliament have disrupted investor sentiment significantly [1]
至去年末惠州政府债务限额1513亿,安排债券项目248个
Sou Hu Cai Jing· 2025-06-29 09:18
Group 1 - The core viewpoint of the article highlights Huizhou's plan to issue new bonds amounting to 26.28 billion yuan in 2024, representing a year-on-year increase of 45.1% [2] - A total of 248 bond projects are arranged, primarily focusing on municipal and industrial park infrastructure, social undertakings, transportation infrastructure, and agricultural and water conservancy sectors [2] - By the end of December 2024, all newly issued bonds are expected to be fully allocated and spent, achieving a spending progress rate of 100% [2] Group 2 - The government debt limit for Huizhou is set at 151.39 billion yuan, with a current balance of 150.84 billion yuan, keeping the debt within the prescribed limit [3] - The report indicates that 22.24 billion yuan is allocated to support the "Hundred Million Project," which focuses on rural revitalization and infrastructure development [3] - Approximately 1.5 billion yuan of special bonds are designated as project capital, which is expected to leverage an additional 2 billion yuan in market financing [3] Group 3 - Huizhou has implemented strict controls on debt levels for both the municipal and county levels, ensuring reasonable distribution of new bond quotas to prevent sudden increases in debt [3] - The city has not identified any new hidden debts in 2024, maintaining a "zero growth" status for hidden government debts [3] - A comprehensive risk assessment and early warning system for legal debt is in place, with ongoing monitoring of debt ratio trends to prevent sharp increases in risk levels [3] Group 4 - The Huizhou Municipal People's Congress has established a system for the city government to report on local government debt management, which includes oversight of budget drafts, debt limits, and project arrangements [4] - A multi-departmental collaborative mechanism has been established to manage the entire process of new bond funds, ensuring effective use and risk prevention [5] - The city aims to strengthen fiscal revenue and improve local government bond management while actively accepting oversight from the People's Congress [5]
广东发行10年期其他专项地方债,规模30.6210亿元,发行利率1.7500%,边际倍数3.51倍,倍数预期1.73;广东发行20年期其他专项地方债,规模45.7627亿元,发行利率2.0300%,边际倍数1.33倍,倍数预期1.98。
news flash· 2025-06-27 06:49
Group 1 - Guangdong issued 10-year special local bonds with a scale of 30.621 billion, an issuance rate of 1.7500%, and a marginal multiple of 3.51 times, exceeding the expected multiple of 1.73 [1] - Guangdong issued 20-year special local bonds with a scale of 45.7627 billion, an issuance rate of 2.0300%, and a marginal multiple of 1.33 times, below the expected multiple of 1.98 [1]
Why Parsons Stock Raced 4% Higher Today
The Motley Fool· 2025-06-26 21:35
Core Viewpoint - Parsons' stock experienced a 4% increase, outperforming the S&P 500 index's 0.8% gain, driven by a positive analyst note from Truist Securities [1][2]. Group 1: Analyst Insights - Tobey Sommer of Truist Securities reiterated a buy recommendation for Parsons, citing strong organic sales growth as a positive indicator for the company's future [2][4]. - Sommer forecasts organic sales growth to reach mid-to-high teen percentage rates in 2025, with a more modest growth of 4% expected in 2026 [4][7]. Group 2: Valuation and Market Position - Parsons is considered inexpensive relative to its peer group, trading 27% higher than its competitors in government services, which is close to its three-year average premium of 20% [5]. - The company's unique combination of federal government contracting and critical infrastructure work justifies a higher valuation in Sommer's view [5]. Group 3: Recent Developments - Parsons has secured several contract wins this year, including a partnership with IBM to develop a next-generation air traffic control system for the government [6]. - The company also won construction contracts abroad in Qatar, further enhancing its market position [6].