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嘉里建设(00683.HK):高端住宅典范 优质商业资产重估可期
格隆汇· 2025-11-06 21:00
IP 及酒店:聚焦核心五城,预计2031E 面积较25H1 +36%,7 年CAGR 增速+7%。25H1,公司IP 价值 863 亿港元,同比+14%,内地、香港分别占比67%、33%。25H1 IP 及酒店总面积2133 万平方呎,北上 深、杭州及香港五城合计占比73%,办公室、零售、酒店分别占比37%、29%、23%。25H1,公司IP 合 并租金25.02 亿港元,同比-5.5%;酒店合并租金10.3 亿港元,同比-3.3%;租金端小幅下滑,更多源于 租赁市场景气度低位,但从公司物业出租率角度看明显好于市场平均水平。根据公司发展规划,预计至 2031E 左右,公司会持续增加IP 及酒店 760 万呎至2893 万呎,较25H1 面积+36%,2024-2031 年7年 CAGR 增速+7%,业态看办公室、零售合计75%,区域分香港、京沪深杭五城合计71%。 地产开发:香港内地优势互补,高端豪宅典范。25H1 实现销售金额162 亿港元,同比+130%,超越24 年全年规模;其中内地、香港占比66%、34%。(1)内地:投资加仓上海市场,金陵华庭成为主引 擎。25H1 内地销售106 亿港元,主要依赖上 ...
“无脚鸟”鸣鸣很忙,还能飞多久? | 巴伦精选
钛媒体APP· 2025-11-06 21:00
电影《阿飞正传》中说有一种传说中的"无脚鸟",它没有脚,只能不停地飞翔,飞累了就睡在风中,一 生只能下地一次,那就是死亡的时候。这种需要一直向前、不断更快向前的生存之道在互联网创业时代 十分常见,特别是在具有网络效应需要通过烧钱来占领市场的大消费赛道,但近几年随着市场降温,创 投资金出手正变得越来越谨慎,市场更加关注于自造血能力,这让一边快速扩张还能一边保持盈利的量 贩零食代表鸣鸣很忙成功跑了出来,那么鸣鸣很忙有哪些不同?依靠什么实现不烧钱的快速扩张?还能 继续跑多远? 突出的长板和短板 弗若斯特沙利文数据显示,2024年中国休闲食品饮料零售行业的市场规模已达3.7万亿元,预计到2029 年将增至4.9万亿元。自2017年零食很忙成立的8年以来,量贩零食行业可谓是跑马圈地的草莽时代,也 是存在大量供给缺口的黄金时代,这个阶段对于企业来说唯一需要做的就是快速开店,并且不同于其他 烧钱扩张的行业,大量的需求带动下,量贩零食行业的快速扩张是伴随着盈利增长的,规模扩张并不会 带来现金流压力,这在长期习惯了烧钱的消费赛道上,备受资本欢迎。 作为国内量贩零食的头部公司,鸣鸣很忙的长短板都很明显,长板方面,鸣鸣很忙无论是开 ...
先健科技(01302):G-BranchTM胸腹主动脉覆膜支架系统获得国家药品监督管理局的正式注册批准
智通财经网· 2025-11-06 21:00
集团拥有该产品的自主知识产权,预期可为TAAA患者提供一款可实现内脏区分支全腔内重建的系统性 解决方案。该解决方案完全采用介入方式,预计优势为造成的创伤更小,操作更简单,并更容易适应。 继2025年上半年获批上市的主动脉弓支架系统和主动脉覆膜支架系统,该产品亦获批上市,进一步丰富 了公司在外周血管介入领域的产品组合,使公司率先成为全球范围内具有完整主动脉全腔内修复整体解 决方案的创新型企业。随着商业化进程的持续推进,公司将为胸腹主动脉瘤全腔内重建提供更灵活、完 整、安全有效、操作简便的解决方案,并携手业内专家推进更多临床急需医疗器械产品的研发和上市, 驱动集团于医疗器械领域的发展,造福广大患者。 智通财经APP讯,先健科技(01302)发布公告,于2025年11月6日,由中国人民解放军总医院第一医学中 心郭伟教授团队与集团联合研发的G-BranchTM胸腹主动脉覆膜支架系统(G-BranchTM或该产品)获中国 国家药品监督管理局正式注册批准。该产品适用于胸腹主动脉瘤(TAAA)累及腹腔干、肠系膜上动脉及 双肾动脉的治疗,可实现胸腹主动脉瘤全腔内重建。 该产品采用全球首创"双内嵌和双外翻"混合分支设计,支架主 ...
November Is The Best Month — And 5 Stocks Are Already On Fire
Investors· 2025-11-06 21:00
BREAKING: Futures Mixed Amid Earnings Movers; Elon Musk Pay Vote Due No single month beats November for S&P 500 stock market performance. And a handful of stocks are already taking off. Just a few days into November, five S&P 500 stocks — including health care plays Idexx Laboratories (IDXX) and Henry Schein (HSIC) — are up more than 12% in the month, says data from S&P Global Market Intelligence and MarketSurge. To put that into perspective, consider that the S&P 500 usually rises 10% in an entire year. An ...
Coherent Gains 12% in After Hours Following Q3 Earnings Beat
247Wallst· 2025-11-06 21:00
Skip to content S&P 500 6,816.80 +0.11% Dow Jones 47,385.00 -0.01% Nasdaq 100 25,688.80 +0.20% Russell 2000 2,470.13 +0.01% FTSE 100 9,770.60 -0.27% Nikkei 225 51,045.70 -0.41% Home >Investing >Coherent Gains 12% in After Hours Following Q3 Earnings Beat Investing Coherent Gains 12% in After Hours Following Q3 Earnings Beat ByJoel South Nov 6, 2025 8:00 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. How to Add ...
IBM Stock Trounces All Mag 7 Members Except Nvidia, Google
Investors· 2025-11-06 21:00
In 2002, former IBM (IBM) Chairman Louis V. Gerstner Jr. released "Who Says Elephants Can't Dance?", a book recounting the tech giant's rebound from near-bankruptcy. Showing the 114-year-old company still has legs, IBM stock has outperformed all Magnificent Seven members thus far this year, except Nvidia (NVDA) and Google-parent Alphabet (GOOGL). And Wall Street has taken notice. IBM joins Nvidia… Related news Quantum Computing Stocks: D-Wave Adjusted Earnings, Revenue Beat 11/05/2025D-Wave stock fell after ...
This Dancing Elephant Stomps All Magnificent 7 Stocks Except Google, Nvidia
Investors· 2025-11-06 21:00
BREAKING: Futures Mixed Amid Earnings Movers; Elon Musk Pay Vote Due In 2002, former IBM (IBM) Chairman Louis V. Gerstner Jr. released "Who Says Elephants Can't Dance?", a book recounting the tech giant's rebound from near-bankruptcy. Showing the 114-year-old company still has legs, IBM stock has outperformed all Magnificent Seven members thus far this year, except Nvidia (NVDA) and Google-parent Alphabet (GOOGL). And Wall Street has taken notice. IBM joins Nvidia… Related news Quantum Computing Stocks: D-W ...
IDEX Metals Expands Mineralized Footprint at Freeze Property with Discovery of New Breccia Zone and New Gold Zone
Thenewswire· 2025-11-06 21:00
Vancouver, B.C. – November 6th, 2025 – TheNewswire - IDEX Metals Corp. (“IDEX”, or the “Company”) (TSXV: IDEX; OTCQB: IDXMF) is pleased to report the discovery of a second mineralized breccia body (the “North Breccia”) located 700 metres north of current drilling at the Kismet Breccia Complex (“Kismet”) on its 100%-owned Freeze Property in Idaho, USA (“Freeze”, or the “Property”). In addition, field crews have uncovered a new gold-bearing zone, (the “Frostfall Zone”), approximately 950 metres further north ...
Sea Q3 Earnings Preview: Positive Outlook And Attractive Valuation (NYSE:SE)
Seeking Alpha· 2025-11-06 21:00
I reiterate the recommendation to buy shares in Sea Limited ( SE ) after studies to prepare this earnings preview. This article is a continuation of my initial coverage thesis published on July 3, 2024, and my last article aboutMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, an ...
National Cash Back Day Returns with Its Biggest Savings Yet - Earn Up to 35% Cash Back from Top Retailers, November 6-8
Prnewswire· 2025-11-06 21:00
AUSTIN, Texas, Nov. 6, 2025 /PRNewswire/ -- Today, RetailMeNot, a Ziff Davis company, kicks off the return of its annual retail holiday, National Cash Back Day, running November 6-8. Now in its seventh year, the members-only shopping event features its highest cash back rates yet, giving consumers the opportunity to earn more rewards than ever before. Continue Reading Accessibility StatementSkip Navigation RetailMeNot's Cash Back Day This year, shoppers can earn up to 30% cash back, plus an additional 5% at ...