As markets continue to hover near all time highs, it is becoming more difficult to locate attractive opportunities in the market. However, there are still many credit investments that present a more attractive value proposition, since manyFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets t ...

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上周公募REITs二级市场终于止跌回升。截至上周五（8月29日），中证REITs（收盘）指数和中证REITs全收益指数均环比上涨1.06%。 单只产品方面，据Wind，已上市的73只公募REITs产品中，环比上涨的达到65只。涨幅最大的三只产品为国泰君安济南能源供热REIT、中航易商仓储物流 REIT和嘉实物美消费REIT，周内分别上涨了5.7%、4.29%和4.22%。 | 基金筒称 | 基金成立日 | 上市日期 | | | --- | --- | --- | --- | | 国泰君安济南能源供热REIT | 2025-01-13 | 2025-02-17 | -张别 | | 中航易商仓储物流REIT | 2024-12-24 2025-01-24 王雨宸 | | | | 嘉实物美消费REIT | 2024-01-31 | 2024-03-12 | 张文 | | 华安百联消费REIT | 2024-07-11 2024-08-16 | | 走 | | 华夏合肥高新REIT | 2022-09-20 2022-10-10 | | नेपी | | 华泰江苏交控REIT | 2022-11-03 2022-11 ...

本年中证 REITs 全收益指数涨幅为 10.90%。截至 8.29，本年中证 REITs （收盘）指数涨幅为 7.26%，中证 REITs 全收益指数涨幅为 10.90%。本 年沪深 300/恒生/中债十年期国债/房地产（申万）/恒生地产建筑业/高速 公路（（申万）指数分别上涨14.28%/上涨25.01%/下跌1.11%/上涨3.34%/ 上涨 17.71%/下跌 10.23%。其中恒生指数本年涨幅最高，REITs 全收益 指数排行第 4。 证券研究报告 | 行业周报 gszqdatemark 2025 09 01 年 月 日 房地产 C-REITs 周报——估值修复，首单外资消费 C-REIT 获批 REITs 指数表现 本周中证 REITs 全收益指数上涨 1.06%。截至 8.29，本周（8.22-8.29， 下同）中证 REITs（收盘）指数上涨 1.06%，收于 846.9 点；中证 REITs 全收益指数上涨 1.06%，收于 1073.3 点。本周沪深 300/恒生/中债十年 期国债/房地产（（申万）/恒生地产建筑业/高速公路（（申万）指数分别上涨 2.71%/下跌 1.03%/下跌 0.3 ...

近日，港股上市公司首程控股发布了一份颇为亮眼的中期成绩单，引发市场关注。 作为一家在基础设施投资、运营及创新业务领域深耕多年的企业，首程控股此次交出的中期答卷，不仅 展现出其在主营业务上的强劲韧性，更在营收、净利润等关键财务指标上实现了显著突破，为下半年的 发展奠定了坚实基础。 当前，港股市场正处于牛市行情逐步演绎的阶段，市场整体交投活跃度持续提升，投资人的风险偏好也 随之增强。在这样的市场环境下，资金往往更倾向于流向那些具备独特辨识度与长期成长潜力的优质标 的。 首程控股此次发布的中期业绩，恰好以实打实的数据验证了公司近年来坚持的高增长发展趋势，进一步 巩固了市场对其盈利能力的信心。更值得关注的是，公司围绕机器人等前沿领域的前瞻性布局，与当下 全球科技产业升级的大趋势高度契合，这一战略方向不仅为公司开辟了新的增长曲线，更被众多机构投 资者视为未来业绩爆发的重要增长点，赋予了极高的市场期待。今日，公司公告宣布通过全资子公司首 沃投资设立"机器人先进材料产业公司"，专注于电子皮肤、腱绳材料、轻量化PEEK材料等关键上游材 料的产业化。这意味着首程在整机、零部件和应用落地之外，再度将触角延伸至产业链最上游，补齐短 ...

As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...

Group 1 - The real estate sector is currently undervalued, presenting potential opportunities for patient investors to achieve attractive returns [1] - The investment strategy involves a combination of classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds to enhance investment income while maintaining total returns comparable to traditional index funds [1] - The analyst emphasizes a hybrid investment approach that balances growth and income, aiming for total returns on par with the S&P [1]

I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .As of his latest financial release, he has close to $350 billion in cash. That's almost 30% of its entire asset base and the highest number in at least two decades, asAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CNQ either through stock ownership, o ...

在连跌三周后，本周REITs市场出现了企稳的迹象。本周中证REITs全收益指数已上涨了1.49%，有 望终结连跌三连阴的趋势。机构分析认为，近期REITs市场受债市利率波动的影响较大，特别是"债 性"较强的保租房板块，而"股性"较强的消费板块在反弹中领涨。此外，份额解禁等因素也对项目有扰 动。 进入8月，REITs市场明显调整。8月前三周，中证REITs全收益指数持续下跌，累计跌幅3.53%。 中金公司固收研究团队认为，本轮市场回调的主要驱动为市场估值高位下，长端利率波动带来止盈 交易。据其统计，自6月23日的高点以来，中证REITs全收益指数与中债国债财富指数收益率呈现高度 正相关，相关系数达0.64，分母端交易正主导边际定价。 具体来看，基本面较为稳健的保障性租赁住房板块在8月领跌市场，多个项目跌幅居前，中金厦门 安居REIT最多时跌超10%。此外，产业园、消费基础设施板块跌幅较大。 | 证券名称 | 8月至今涨跌幅% | 项目类型 | 上市日期 | | --- | --- | --- | --- | | 中金湖北科投光谷REIT | -7.26 | 产业园区 | 2023-06-30 | | 红土创新深 ...