Broadstone Net Lease (BNL) 投资价值分析 - Broadstone Net Lease是非热门REITs中具有吸引力的投资标的 值得更高估值倍数 [1] - 市场对该REIT保持谨慎态度 主要因其正在进行重组计划 [1] 作者背景与投资理念 - 作者为金融专业人士 在并购和企业估值领域有深厚经验 [1] - 专注于科技 房地产 软件 金融和消费品等行业研究 [1] - 推崇股息投资策略 认为这是实现财务自由的有效途径 [1] 作者持仓披露 - 作者持有WPC BNL STAG的多头仓位 包括股票或衍生品 [2]

2025年上半年，儋州洋浦在土地资源配置领域交出亮眼成绩单，以高效供给与精准施策实现建设用地供应和产业用地出让的双重突破，彰显出区域土地资 源优化配置成效。数据显示，上半年全市累计供应建设用地29宗，总面积达4299.79亩，其中产业用地出让规模、成交金额均创历史同期新高。 2025年上半年，儋州产业用地供应实现突破性增长，成交土地价款5.1845亿元，同比攀升795.32%，量价增幅均创历史同期新高。 划拨与出让两类用地双线发力，精准匹配不同项目需求—— 划拨用地共16宗、面积2972.31亩；出让用地共13宗、面积1327.48亩。主要服务于福辰教育海南儋州环湾新城大学项目、华康医院等民生工程，以及年产 6000吨压力容器和100万台检定装置智能环保装备制造等产业项目，既完善了城市公共服务配套，也为产业升级提供了空间支撑。 亮眼数据的背后 是儋州创新举措与 精准施策的协同发力 市资规局主动与招商部门建立常态化沟通机制，在项目前期即采用"刚弹结合"模式，精准确定土地用途与规划指标，并通过串并联农转用、土地收储审批 程序，将要素保障难点化解在前端。为增强土地市场吸引力，儋州着力降低产业用地成本。支持产业项目以 ...

动量投资方法论 - 动量投资的核心是追踪股票近期趋势 无论涨跌方向 在多头情境下 投资者遵循"买高卖更高"逻辑 [1] - 股票价格趋势一旦确立 大概率延续原有方向 关键在于捕捉趋势启动时点以实现及时盈利 [1] - Zacks动量风格评分体系帮助量化难以定义的动量特征 解决指标选择争议 [2] Old National Bancorp动量表现 - 公司当前动量风格评分为B级 Zacks综合评级为2(买入) 历史数据显示评级1-2且风格A/B股票未来1个月跑赢市场 [3][4] - 短期价格表现：过去一周股价上涨4.14% 略低于中西部银行行业5.08%涨幅 但月度涨幅10.92%优于行业9.95% [6] - 中长期超额收益：季度涨幅24.3%远超标普500的16.66% 年度涨幅33.96%显著高于大盘14.76% [7] - 流动性指标：20日平均成交量达2,886,240股 量价配合良好 [8] 盈利预期修正 - 过去60天内全年盈利预测获1次上调 共识预期从2.11美元升至2.14美元 下财年预测同样获1次上调且无下调 [10] - 盈利预测上修与股价动量形成正向循环 强化其作为动量优选股的地位 [9] 行业比较优势 - 中西部银行行业同期表现强劲 周/月涨幅分别达5.08%和9.95% 公司月度表现跑赢行业基准 [6] - 通过行业相对表现筛选 公司展现出区域银行中的领先地位 [5]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

LME期铜收跌90美元，报9864美元/吨。 LME期铝收跌15美元，报2590美元/吨。 LME期锌收跌26美元，报2724美元/吨。 LME期铅收跌6美元，报2058美元/吨。 LME期镍收跌161美元，报15290美元/吨。 LME期锡收跌146美元，报33702美元/吨。 LME期钴收平，报33335美元/吨。 ...

Key Takeaways KEX outperformed its industry with 32% growth in the past 3 months compared with the industry's 19.8% gain. For 2025, KEX's EPS is expected to grow 9.55% year over year. KEX repurchased over 1.2M shares by April 2025, reflecting confidence and enhancing shareholder value.Kirby Corporation (KEX) is benefiting from multiple tailwinds, which, we believe, have made it an impressive investment option.Against this backdrop, let’s look at the factors that make this stock an attractive pick.What Mak ...

Key Takeaways ULTA reported Q1 comp sales growth of 2.9% on higher average ticket and slight gains in transactions. Fragrance and wellness outperformed, while makeup comps dipped and haircare was flat overall. E-commerce rose 10%, with disciplined promotions boosting execution across both digital and store channels.Ulta Beauty, Inc. (ULTA) started fiscal 2025 with a modest uptick in comparable sales, reporting a 2.9% gain in the first quarter driven by higher average ticket values and slight growth in tra ...

最近，香港特区政府公布了新的特首顾问团名单，大伙儿一看，就发现不对劲了——李嘉诚的儿子李泽钜，居然从名单里消失了！ 有媒体把新旧名单做了对比，上一届顾问团一共31个人，共有三人未获续约，分别是汤晓鸥、傅育宁和李泽钜。 汤晓鸥是港中大教授、商汤科技创始人，23年底因病离世。傅育宁是华润集团前董事长，已经到龄退休。 所以正值壮年的李泽钜，突然被踢出特首顾问名单，这信号可太明显了。 先说这特首顾问团，它可不是普通的组织，那是香港高层级的政策咨询"智囊团"，为特首提供战略发展方面的意见。 这个特首顾问团里面的30多人，基本都是政商学界的顶尖大佬，随便拎出来一个，在各自领域都是能呼风唤雨的角色。 能进这个顾问团，就相当于拿到了香港政商圈子的"VIP入场券"，不光能跟各路大腕儿打交道，还能在香港刷足政治地位和社会影响力。 现在李泽钜被踢出局，对李氏家族来说，就是迎头一棒，作为香港首富，这脸可真是没处搁了。 李泽钜被踢出来的原因，明眼人都看得透透的，这事儿跟李家非要把43个港口卖给美国脱不了干系，尤其是那个关键的巴拿马运河港口。 李家卖港口的事刚爆出来的时候，舆论闹的很大，媒体轮番抨击，说这是在背刺国家。 李嘉诚则风轻云淡 ...