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X @Bloomberg
Bloomberg· 2025-08-20 07:00
SBB, the firm at the center of Sweden’s property crisis two years ago, reported better-than-expected rental income in the second quarter https://t.co/tYkc95dE3B ...
太古股份公司A(00019) - 2025 H1 - 电话会议演示
2025-08-07 09:45
INTERIM RESULTS ANALYST BRIEFING 2025 7TH AUGUST 2025 | HONG KONG DISCLAIMER This document has been prepared by Swire Pacific Limited (the "Company", and together with its subsidiaries, the "Group") solely for information purposes and information in it has not been independently verified. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the accuracy, fairness, completeness, reasonableness or correctness of the information or opinions presented herein or ...
中国经济活动与政策追踪-China Economic Activity and Policy Tracker_ July 25 (Song)
2025-07-28 02:18
Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **Chinese economy**, specifically tracking economic activity and policy updates as of July 25, 2025. It includes high-frequency indicators related to consumption, production, investment, macro activity, and market policies [1][4][5]. Core Insights and Arguments Consumption and Mobility - **Property Transactions**: The daily property transaction volume in the primary market across 30 cities was reported to be below last year's levels [2][12]. - **Traffic Congestion**: Traffic congestion levels were slightly below those of the previous year, indicating a potential decline in mobility [8][10]. - **Consumer Confidence**: Consumer confidence remained depressed as of May, suggesting ongoing challenges in consumer sentiment [14]. Production and Investment - **Steel Demand**: Flat steel demand has slightly decreased but remains above last year's levels, while long steel demand has remained roughly flat and below year-ago levels [17][19]. - **Steel Production**: Overall steel production has edged down and is below last year's levels, indicating a contraction in the sector [19]. - **Local Government Bonds**: As of July 25, 2025, RMB 2.8 trillion in local government special bonds have been issued out of a total quota of RMB 4.4 trillion for the year, representing 63.1% of the annual quota [23][24]. - **Coal Consumption**: Daily coal consumption in coastal provinces was reported to be below last year's levels, reflecting a potential decline in energy demand [25]. Other Macro Activity - **Port Activity**: Official port container throughput has increased over the past two weeks and remains above year-ago levels, indicating a positive trend in trade activity [33]. - **Rare Earth Exports**: Chinese exports of rare earth materials saw a sharp increase in June, highlighting a potential area of growth in international trade [36]. Markets and Policy - **Interbank Rates**: Interbank repo rates have edged down recently, suggesting a potential easing of liquidity conditions in the banking system [43]. - **Oil Demand**: The nowcast indicates that China's oil demand hovered around 16.8 million barrels per day in the latest reading, reflecting stable demand levels [44]. - **Currency Movements**: The Chinese Yuan (CNY) appreciated against the USD and the CFETS basket in recent weeks, indicating strengthening currency dynamics [45]. - **Policy Announcements**: Several macro policy announcements have been made since March, focusing on investment, growth, and consumption, including the start of the Yarlung Zangbo River hydropower project and measures to stabilize employment [50]. Other Important Insights - The report highlights a shift in data sources for traffic congestion from Gaode map to Baidu map, which may affect future comparisons and analyses [10]. - The report emphasizes the importance of monitoring these indicators bi-weekly to capture the evolving economic landscape in China [1]. This summary encapsulates the key points and insights from the conference call, providing a comprehensive overview of the current state of the Chinese economy and its various sectors.
The power of finding your why and doing it now | Martin Roberts | TEDxSwansea
TEDx Talks· 2025-07-22 16:55
TV Property Legend Martin Roberts (of 'Homes under the Hammer' fame) shares his life lessons, behind the scenes anecdotes from 40 years in the media, and a series of recent events that changed his life forever....and that led him to his biggest challenge yet... Martin Roberts is one of the UK’s most respected Property, Travel, and Lifestyle TV presenters, best known as the long-time host of the BBC’s hit show Homes Under the Hammer, now in its 29th series with over 1,750 episodes. With a career spanning 40 ...
X @Bloomberg
Bloomberg· 2025-07-18 05:00
Investment & Acquisition - Philippine state pension fund Social Security System acquired a minority stake in a listed property firm [1] Real Estate - The listed property firm is behind Trump Tower in Manila [1]