NEW YORK, Aug. 1, 2025 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $21.7 million or $2.06 basic earnings per share for the second quarter of 2025, compared with net income of $10.3 million or $0.99 basic earnings per share for the second quarter of 2024. Revenue for the second quarter of 2025 was $373.2 million, an increase of 12.9%, compared to revenue of $330.6 million for the second quarter of 2024.Robert S. Lowenthal, President and CEO comm ...

Core Viewpoint - Evercore Inc (EVR) is showing potential for a bullish breakout as it has reached a significant support level and experienced a "golden cross" in its moving averages [1][2]. Technical Analysis - A "golden cross" occurs when a stock's short-term moving average (50-day) crosses above its long-term moving average (200-day), indicating a bullish trend [2]. - The formation of a golden cross involves three stages: a downtrend that bottoms out, the crossover of moving averages, and a subsequent upward price movement [3]. Recent Performance - EVR has increased by 21.1% over the past four weeks, suggesting strong momentum [4]. - The company currently holds a 1 (Strong Buy) rating on the Zacks Rank, indicating positive market sentiment [4]. Earnings Outlook - There have been no cuts to earnings estimates for the current quarter, with two revisions upward in the last 60 days, contributing to a positive earnings outlook [4]. - The Zacks Consensus Estimate for earnings has also increased, further supporting the bullish case for EVR [5].

Group 1 - PJT Partners has evolved significantly since its separation from Blackstone in 2015 [1] - The company operates in three main business lines: strategic advisory, restructuring, and Park [1]

Financial Collaboration - Shanghai and Hong Kong signed the "Action Plan for Collaborative Development of International Financial Centers," focusing on 38 measures to enhance financial market connectivity and cross-border financial services innovation [1] - The plan prioritizes optimizing the Bond Connect and Swap Connect mechanisms, aiming to establish Shanghai and Hong Kong as global centers for RMB asset allocation and risk management [1] Macro Dynamics - The People's Bank of China announced the establishment of an interbank market trading report database to collect and analyze trading data across various financial sub-markets [2] - The China Securities Regulatory Commission emphasized strengthening the linkage between stocks and bonds to support technological innovation, promoting the development of technology innovation bonds and related financial products [3][4] Green Finance Initiatives - The People's Bank of China plans to pilot green foreign debt policies to encourage eligible enterprises to utilize foreign debt for green projects [6] Regional Financial Developments - The Ministry of Finance allocated a new local government debt limit of 2,334 billion yuan for Henan Province in 2025, with specific limits for general and special debts [8] - Shanghai plans to issue 68 billion yuan in special bonds for urban infrastructure projects [9] Financial Market Updates - The financial situation in Henan Province showed a loan balance of 92,521.6 billion yuan as of the end of May, reflecting a year-on-year growth of 6.5% [10] - The Hainan branch of the People's Bank of China is supporting local banks in issuing technology innovation financial bonds [12] Bond Issuance Activities - The Zhumadian Urban Construction Investment Group completed the issuance of 3.71 billion yuan in renewable corporate bonds with an interest rate of 2.57% [14] - The Henan Zhongyuan Expressway Company is in the process of registering a public bond issuance of up to 40 billion yuan [13] Market Sentiment - The market sentiment indicates a noticeable supportive attitude from the central bank, with discussions around the potential resumption of bond purchases and the inclusion of short-term government bonds in reserve requirements [19]

Core Insights - Oppenheimer Holdings Inc. reported a net income of $30.7 million for Q1 2025, an increase from $26.1 million in Q1 2024, with basic earnings per share rising to $2.93 from $2.50 [1][21] - Revenue for Q1 2025 was $367.8 million, reflecting a 4.2% increase compared to $353.1 million in Q1 2024 [1][22] Financial Performance - The firm experienced a 4.2% increase in revenue, driven by higher advisory fees and increased transaction-based commissions [11][12] - Compensation expenses rose to $227.1 million, a 2.4% increase from the previous year, while non-compensation expenses increased by 3.4% [22] - Pre-tax income for the quarter was $41.4 million, up 10.5% from $37.5 million in the prior year [22] Wealth Management Segment - Wealth Management revenue was $242.0 million, a 1.7% increase year-over-year, although pre-tax income decreased by 10.5% to $67.9 million [8][11] - Assets Under Management (AUM) stood at $48.9 billion, up from $46.6 billion a year ago, despite a slight decrease from recent highs [8][11] Capital Markets Segment - Capital Markets revenue reached $123.3 million, a 10.0% increase compared to the prior year, with a pre-tax loss of $5.1 million, an improvement from a loss of $6.7 million [13][15] - Institutional trading volumes increased during the volatile market conditions, benefiting sales and trading revenues [4][15] Market Conditions and Outlook - The firm noted increased market volatility due to macroeconomic uncertainties, including trade policy changes and inflation concerns, which have affected consumer confidence and capital market activity [2][3] - The firm ended the quarter with record equity levels, positioning itself for future opportunities under new leadership [5][16]

以下文章来源于中金量化及ESG ，作者潘海怡 刘均伟等 中金量化及ESG . 中金量化研究报告 Abstract 摘要 点击小程序查看报告原文 中金ESG评级总览 中金ESG评级由研究部与研究院团队共同搭建——以财务重要性特征为核心，基于ESG评级搭建的一般性流程，将中金公司研究部行业研究团队对行业与 上市公司的理解融入评级框架，并借鉴中金研究院对碳中和等热点话题的前沿研究。评级体系V1.0版本于2022年底首次发布，2023年10月更新至V2.0版 本。 中金ESG评级具有三大特色： 接轨国际ESG准则并体现国内ESG发展特点、ESG与行业研究等多维度研究能力的全面融合、定量手段赋能数据资源与指标 体系整合。 中金ESG评级2025Q1更新：全样本概览 评级结果全样本分布： 2025Q1期A股ESG得分近似右偏分布，分数集中于1.5-8分区间；港股ESG得分呈双峰分布，分数集中于3.5-9分区间。 评级分域特征： 我们观察A股被评公司ESG得分的成分股、市值特征和基本面特征，沪深300与中证800指数成分股的ESG得分存在优势；市值规模与ESG 得分之间的正相关性较为明显；以该季度内最大回撤率和VaR值衡量 ...