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摩根士丹利:解读日本金融行业
摩根· 2025-07-15 09:58
July 11, 2025 06:07 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Mia Nagasaka Equity Analyst Mia.Nagasaka@morganstanleymufg.com +81 3 6836-8406 | Banks | | | --- | --- | | Japan | | | Industry View | In-Line | | Insurance | | | Japan | | | Industry View | Attractive | | Brokers & Other Financials | | | Japan | | | Industry View | Cautious | Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a confl ...
6月社融信贷和中小银行金融投资解读
2025-07-15 09:58
6 月社融信贷和中小银行金融投资解读 20250714 摘要 6 月社融数据回暖,信贷总量达 2.2 万亿元,同比多增 1,100 亿元,结 束了此前连续下滑趋势,主要得益于政府债券发行加速和对公短期贷款 增加,其中中小银行贡献显著,但大型银行表现相对较弱。 企业中长期信贷增速持续疲软,反映出经济复苏不稳固和地方政府债务 问题的影响,尽管短期信贷有所改善,但中长期信贷仍需政策支持,以 刺激企业资本开支和基建投资。 居民信贷方面,中长期贷款受益于按揭早偿率下降,净增量逐步缩窄, 有望恢复正增长;短期贷款与消费相关,但高频数据显示消费并不强劲, 整体处于不温不火状态。 6 月存款同比多增 7,500 亿元,其中居民存款和对公存款均有显著增长, M1 增速为 2023 年下半年以来最好水平,反映出居民活期存款增加和 理财回表的趋势。 中小银行在债券投资方面面临利率风险和信用风险,激进的债券投资策 略可能导致利润调节和市场波动,限制其通过卖出债券积累浮盈的能力, 从而加大收入波动。 Q&A 6 月份的社融信贷数据为何超出市场预期? 6 月份的社融信贷数据超出市场预期主要有以下几个原因。首先,整体社会融 资规模(社融) ...
Nord Files Year End Financials and Announces MCTO Status
Thenewswire· 2025-07-15 09:15
July 14, 2025 – TheNewswire - Coquitlam, BC, Nord Precious Metals Mining Inc., (TSXV: NTH) (OTCQB: CCWOF) (Frankfurt: 4T9B) (the "Company" or "Nord) is providing this update on the status of the management cease trade order issued May 1, 2025 (the "MCTO") concerning the delay of the filing of its annual financial statements in respect of its year ended December 31, 2024, its management discussion and analysis relating to its annual financial statements, and the CEO and CFO certifications (Collectively the ...
Block leads rebound in fintech stocks as analysts downplay JPMorgan data fee risk
CNBC· 2025-07-15 07:10
Twitter CEO Jack Dorsey testifies during a remote video hearing held by subcommittees of the U.S. House of Representatives Energy and Commerce Committee on "Social Media's Role in Promoting Extremism and Misinformation" in Washington, U.S., March 25, 2021.Block jumped more than 5% on Monday, leading a rally in shares of fintech companies as analysts downplayed the threat of JPMorgan Chase's reported plan to charge data aggregators for access to customer financial information.The recovery followed steep decl ...
FB Financial (FBK) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2025-07-15 07:01
FB Financial (FBK) reported $137.41 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 7.2%. EPS of $0.88 for the same period compares to $0.84 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $135.28 million, representing a surprise of +1.58%. The company delivered an EPS surprise of -1.12%, with the consensus EPS estimate being $0.89.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...
Solo Brands, Inc. Class A Common Stock to be Reinstated on the NYSE
Globenewswire· 2025-07-15 06:36
Trading of Class A Common Stock on the NYSE Expected to Resume on July 18, 2025GRAPEVINE, Texas, July 14, 2025 (GLOBE NEWSWIRE) -- Solo Brands, Inc. (NYSE: DTC; OTC: DTCBD) (“Solo Brands” or “the Company”), a leading portfolio of lifestyle brands (Solo Stove, Chubbies, Isle and Oru) that are redefining the outdoor and apparel industries, today announced that the staff of NYSE Regulation has withdrawn its delisting determination relating to the Company’s Class A common stock and will be lifting the trading s ...
Red Cat: Riding DoD Drone Push
Seeking Alpha· 2025-07-15 06:09
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q3, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RCAT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...
XPLR INFRASTRUCTURE ALERT: Bragar Eagel & Squire, P.C. Urges Investors in XPLR Infrastructure (XIFR) to Inquire About Their Rights in Class Action Lawsuit
GlobeNewswire News Room· 2025-07-15 06:07
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In XPLR Infrastructure (XIFR) To Contact Him Directly To Discuss Their Options If you purchased or acquired common units in XPLR Infrastructure between September 27, 2023 and January 27, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648 NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a n ...
Nevis Brands Reports Q2 2025 Results: Revenue Growth, Stable Gross Margin
Thenewswire· 2025-07-15 05:00
July 14, 2025 – TheNewswire - Seattle, WA – Nevis Brands Inc. (CSE: NEVI | OTCQB: NEVIF | FSE: 8DZ) (“Nevis” or the “Company”), a leading innovator in the cannabis beverage industry, today announced its financial results for the second fiscal quarter ended May 31, 2025. Unless otherwise noted, all figures are in Canadian dollars. Q2 2025 Financial Highlights Revenue: $418,745 (VS Q1: $416,355) Gross Profit: $315,228 (VS Q1: $315,345) Net Loss: $(92,458) (VS Q1 Net Income: $60,430) EBITDA: $-16,226 (VS Q1 ...
Why Circle Internet Stock Soared Today
The Motley Fool· 2025-07-15 04:30
股价表现 - Circle Internet Group股价今日上涨9.3%,盘中最高涨幅达10.4% [1] - 股价上涨与标普500和纳斯达克综合指数小幅上涨以及加密货币行业整体乐观情绪有关 [1] - 公司上市仅一个月后股价即受到市场积极情绪推动 [1] 行业动态 - 比特币价格首次突破12万美元大关,正值美国国会启动“加密货币周” [2] - 美国众议院将审议多项加密货币相关法案,若通过将为稳定币等加密货币建立更清晰的监管框架 [2] - 作为USDC稳定币的发行方,公司将从法案通过中显著受益 [2] 财务与估值 - 公司当前市值超过500亿美元,去年销售额为17亿美元,净利润为1.557亿美元 [4] - 当前股价隐含极高增长预期,估值水平被认为过高 [4] 业务风险 - 公司大部分收入需分配给合作伙伴,尤其是Coinbase [5] - 公司收入对利率变化极为敏感,若利率下调(可能性较高)将直接影响收入规模 [5]