巴里夏黑
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BRL: Real hits four year low on fiscal concerns – ING
The Brazilian real has softened to the weakest levels since the pandemic-era sell-off in early 2020, ING’s FX analyst Chris Turner notes. USD/BRL to trade at 6.25 in 12 months “If the real did not have enough to worry about with the threat of a global trade war, President Lula's foot-dragging on fis
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国牌出海录丨输出工厂与备件库,联影医疗境外“本土化”之路
受到公立医院招采节奏延后的影响,今年三季度医学影像设备企业的的日子“并不好过”。 今年第三季度,联影医疗(688271.SH)、万东医疗(600055.SH)归母净利润分别同比下滑了327.36%、29.79%;深耕国内市场的外资也未能幸免。同期GE医疗(GEHC.O)的中国区收入为5.64亿美元,同比下滑了22%。 目前各方都在等待设备更新措施在各省份的落地。 联影医疗预计,今年第四季度到明年上半年将有大规模的设备更新措施落地。 国内市场承压的背景下,联影医疗的海外市场增长显著,今年前三季度同比增长了36.49%。 出海,已然是打开业绩空间的重要机会。 但面对当前的全球化变数,如何“出海”是
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国信证券第三季度净利增36%!“北上资金”显著加仓!
10月29日晚,国信证券发布三季报。 公告显示:国信证券前三季度实现营业总收入122.71亿元,同比下降1.38%;归属于上市公司股东的净利润48.79亿元,同比增长0.10%。 单独观察第三季度,国信证券营业总收入录得45.13亿元,同比增长6.58%;归属于上市公司股东的净利润17.40亿元,同比增长35.50%。 “巨无霸ETF”进驻十大股东 资事堂注意到:2024年三季度,“北上资金”的代表——香港中央结算有限公司对国信证券进行了加仓。 这反映出离岸投资者对这家券商的积极看法。 此外,目前中国最大规模的宽基指数ETF——华泰柏瑞沪深300ETF成为这家券商的新进股东。 这意味着,投资者
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Daily digest market movers: Australian Dollar declines as markets digest soft CPI, USD strength
Despite positive news about China's new stimulus measures, global economic downturn concerns and geopolitical risks make investors cautious, leading to a weaker open in European equity markets.The safe-haven US Dollar rebounds from its lowest point this year, benefiting from risk aversion and drivin
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USD/CNH: GIAO DỊCH TRONG PHẠM VI RỘNG 7.2600/7.3100– UOB GROUP
Các nhà phân tích Quek Ser Leang và Lee Sue Ann của UOB Group FX lưu ý rằng đồng đô la Mỹ (USD) vẫn đang giao dịch trong phạm vi 7,2600/7,3100. Sự dao động trong phạm vi 7.2600/7.3100 tiếp tục QUAN ĐIỂM 24 GIỜ: “Chúng tôi lưu ý ngày hôm qua rằng 'đã có một sự gia tăng nhẹ về động lực'. Chúng tôi kỳ
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Laba Harta Djaya Karya (MEJA) Tergerus 67,39 Persen Selama Semester I-2024
Laba Harta Djaya Karya (MEJA) Tergerus 67,39 Persen Selama Semester I-2024. (Foto MNC Media) IDXChannel - PT Harta Djaya Karya Tbk (MEJA) mencatatkan laba bersih sebesar Rp2,38 miliar di enam bulan pertama 2024. Angka ini turun 67,39 persen dari periode sama tahun sebelumnya sebesar Rp7,30 miliar. M
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Prospek GBP/USD pada 17 Juli: Laporan inflasi tidak akan membantu dolar
Analisis GBP/USD 5M GBP/USD diperdagangkan sedikit lebih rendah setelah penjualan ritel AS menunjukkan pertumbuhan pada bulan Juni. Nilainya sebenarnya tidak melebihi perkiraan, tetapi nilai bulan sebelumnya direvisi ke atas. Oleh karena itu, bisa dikatakan bahwa laporan ini bagus untuk dolar. Tetap
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高盛:重申中远海控(01919)“沽售”评级 目标价升至8港元
高盛发布报告称,重申中远海控(01919)“沽售”评级,根据对运价最新预测,将今年及2026年经调整净利润预测分别上调67%及21%,明年净亏损预测减少37%,目标价则从7.6港元升至8港元。该行估计8月航运供应增长可能会略微超越需求增长,届时现货运价可能会转势。 报告中称,上周亚欧航线运价取得按周下跌,是4月中旬以来首次,而上海航运交易所SCFI运价指数最新数据亦显示,综合指数按周下跌2%,其中驶往美国西岸及东岸的远程航线分别下跌6%及1%,而欧洲航线价格则增长4%。 投资者关注运价是否出现转折点,高盛认为运价正处于转折点附近,因为8月份供应增加可能略微超过需求增幅,但鉴于目前市场需求仍然稳
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NZD/USD APPRECIATES TO NEAR 0.6100 AS TRADERS AWAIT US INFLATION
NZD/USD rebounds ahead of US Consumer Price Index (CPI) data scheduled for Thursday.The US core CPI is expected to remain steady at 3.4% year-over-year in June.The New Zealand Dollar may limit its upside due to dovish sentiment surrounding the RBNZ. NZD/USD recovers its recent losses, trading a
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