LOS ANGELES--(BUSINESS WIRE)--CIM Group closes loans totaling $73.5 million backed by two Hilton branded hotels. ...

12 Sep 2025 16:00:00 ET │ 25 pages Takeaways – The expected fed funds path with a slow but positive economic trajectory reinforces our long-standing call to overweight Growth. SMID provides incremental leverage for eventual cyclical exposure. Combined, investors should couple higher-beta Growth with Cyclicality when rates fall, the curve steepens, and macros stay positive. Economic deterioration pushes out the SMID trade for traditional low-beta defensiveness. V i e w p o i n t | US Equity Strategy Who Bene ...

财务表现 - 2026财年上半年（2025年2月1日至7月31日）酒店收入再次超过400万美元，总收入达4,004,635美元 [1] - 剔除非现金折旧费用和非现金最佳西方奖励宾客券费用后，2026财年上半年合并净利润约为75,000美元 [2] - 2026财年前七个月酒店总收入达4,552,206美元，其中8月单月收入创纪录达547,571美元 [3] - 过去四个财年中有三个财年实现盈利，即使计入大量非现金折旧和非现金最佳西方奖励宾客券费用后仍保持盈利 [10] 业务运营 - 酒店业务在2025财年（截至2025年1月31日）表现强劲，为2026财年奠定了良好开局 [3] - 尽管旅游业整体表现平淡，公司仍保持强劲发展势头 [3] - 公司连续55年支付年度股息，自1971年在纽约证券交易所上市以来从未间断，最近两次半年度股息分别于2025年2月5日和8月7日支付 [11] 战略拓展 - 公司管理子公司RRF LLLP近期成为InnDependent Boutique Collection（IBC Hotels, LLC）的管理公司，为公司带来新的多元化机会 [4] - IBC致力于满足全球独立精品酒店在预订、品牌化和酒店服务方面的未满足需求，这类酒店约占全球酒店总量的50% [5] - RRF LLLP（公司持股76%的子公司）获得为期五年的认购期权，可按成本价收购IBC Hotels, LLC，若成功 revitalization 将带来盈利机会 [7] 能源投资 - 2019年末公司对UniGen Power, Inc进行多元化投资，该公司专注于开发具有高利润潜力的高效清洁能源发电技术 [8] - 受数据中心、电动汽车和人工智能需求推动，未来五年电力需求预计将翻倍 [8] - 公司持有可转换债券和认股权证，若全部行权可能获得UniGen 15-20%或以上的股权 [8] - UniGen目前正进行新一轮融资，公司可能参与其中 [9] 公司治理 - 2025年8月14日在凤凰城公司办公室成功召开年度股东大会，所有投票事项均以超过95%的赞成票通过，包括两位董事会成员的连任 [11]

主要股指表现 - 标普500指数上涨+009% 纳斯达克100指数上涨+037% 均创历史新高[1][2] - 道琼斯工业平均指数下跌-031%[1] - 九月E-mini标普期货上涨+006% E-mini纳斯达克期货上涨+036%[1] 市场驱动因素 - 消费者信心指数下降-28至554 创四个月新低 低于预期的580[5] - 市场预计9月FOMC会议100%概率降息25基点 9%概率降息50基点[6] - 预计到年底联邦基金利率将下降71基点至362% 从当前433%水平[6][9] - 五年期通胀预期意外升至+39% 高于八月的+35%和市场预期的+34%[5][8] 债券市场 - 10年期国债收益率上升+59基点至4061%[8] - 收益率上升因原油价格上涨+1%推高通胀预期[3][8] - 欧洲政府债券收益率同步上升 德国10年期国债收益率+50基点至2706% 英国+52基点至4658%[10] 个股表现 - Warner Bros Discovery大涨+11% 延续周四+28%涨势 因报道称Paramount Skydance准备收购该公司[13] - Tesla上涨+5% 因内华达州批准其自动驾驶汽车测试[13] - Micron Technology上涨+3% 本周累计上涨+13% 因AI芯片需求强劲[14] - 家居建筑商板块下跌超-1% 因国债收益率上升 包括Lennar、DR Horton等[16] - Lululemon Athletica下跌-3% 因美银将目标价从210美元下调至185美元[16] - Oracle下跌-3% 因Ellison家族支持收购Warner Bros Discovery的报价[17]

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

In trading on Friday, shares of Sunstone Hotel Investors Inc (Symbol: SHO) crossed above their 200 day moving average of $9.82, changing hands as high as $10.27 per share. Sunstone Hotel Investors Inc shares are currently trading up about 4.1% on the day. The chart below shows the one year performance of SHO shares, versus its 200 day moving average:Looking at the chart above, SHO's low point in its 52 week range is $7.45 per share, with $12.41 as the 52 week high point — that compares with a last trade of ...

CHICAGO – Hyatt Hotels Corporation (NYSE: H), Kiraku, Inc. (“Kiraku”). and Takenaka Corporation announced today the final close of Atona Impact Fund, a real estate fund dedicated to actively investing in development projects under the Atona brand, a modern luxury hot spring ryokan (Japanese-style inn) joint venture between a Hyatt affiliate and Kiraku.In addition to the initial investors announced at the fund’s first close in May 2024—Takenaka Corporation , which joined as a General Partner alongside a Hyat ...

UK-based Arora Group and Deva Capital have announced the acquisition of the Novotel London West in Hammersmith. Deva Capital operates as an investment branch of Banco Santander's Alternative Investments division, specialising in equity, real estate debt, and corporate solutions. This acquisition marks Arora Group's second hotel in central London and is said to strengthen the company’s position in the capital's meetings and events market. The addition of Novotel London West enhances Arora Group’s portfol ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

The S&P 500 and Nasdaq etched out another day of fresh highs, as inflation data from August came in line with most economists' expectations. Although headline CPI was elevated from July’s readings, hopes of the Federal Reserve cutting interest rates are still intact, with the market anticipating a 25 basis point rate cut, as opposed to a steeper half a percentage point cut. The consumer price index (CPI) rose 2.9% year over year in August compared to 2.7% in July. Month over month, CPI increased 0.4% compar ...