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BXP Announces Proposed Offering of Exchangeable Senior Notes Due 2030
Businesswire· 2025-09-24 10:49
BOSTON--(BUSINESS WIRE)--BXP, Inc. (NYSE: BXP) ("BXP†), the largest publicly traded developer, owner and manager of premier workplaces in the United States, announced today that its operating partnership, Boston Properties Limited Partnership ("BPLP†), intends to offer, subject to market and other conditions, $600.0 million aggregate principal amount of exchangeable senior notes due 2030 (the "notes†) in a private offering to persons reasonably believed to be qualified institutional buyers purs. ...
How some Americans are making homeownership work in the current market
Yahoo Finance· 2025-09-24 09:05
Monkey Business Images / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Charly Bass-Davis moved to Wilmington, Delaware, when she was 10 years old. At the time, there were thriving businesses and a solid sense of community. However, her neighborhood began to decline as housing prices rose, leaving many homes vacant. A former laborer and restaurateur, she decided to make a change by joining the Jumpstart Wilmington program, which trains and ...
创业板指半日涨1.76% 芯片产业链集体爆发
搜狐财经· 2025-09-24 04:07
| | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 高带宽内存 | 中芯概念 | 存储芯片 | 华为海思 | 包化案 | 六合体 | 视听器材 | 综 | 电子设备制 造 | 房地产开发 | | 8.52% | 7.71% | 6.17% | 5.82% | 5.76% | 5.79% | 4.83% | 3.00% | 2.78% | 2.63% | | 食材洗品展 体 | 光刻胶 | 昨日涨停 含 一字 | 商汤概念 | 昨日涨停 | 房地产服务 | 计算机软件 | 计算机硬件 | 机器人 | 贸易 | | 5.29% | 4.99% | 4.39% | 4.37% | 4.31% | 2.38% | 2.27% | 2.25% | 2.22% | 2.06% | | 换电概念 | 华为汽车 | 机器人执行 | 英伟达概念 | 熔盐储能 | 基础建设 | 通信设备 | 港口航运 | 银行 | 島美屋 | | -0.69% | -0.72% | 器 -0.84% ...
A股午评 | 科创50半日大涨近5% 芯片产业链集体爆发 地产股走强
智通财经网· 2025-09-24 03:54
市场早间低开高走,深成指、创业板指涨超1%,科创50指数涨近5%。截至午间收盘,上证指数涨 0.63%,深证成指涨1.11%,创业板指涨1.76%。沪深两市半日成交额1.41万亿,较上个交易日缩量2885 亿。 盘面上,热点轮番活跃,半导体芯片产业链领涨市场,长川科技、通富微电、立昂微等多股封板;光刻 机概念股震荡拉升,张江高科、联合化学等涨停;房地产、租售同权板块震荡反弹,渝开发、上海临港 涨停;创新药概念局部回暖,海创药业、信立泰触及涨停。 跌幅方面,旅游酒店板块持续回调,西域旅游、云南旅游跌停或跌超10%;光模块、铜缆高速连接、 PCB等算力硬件股集体走低,杭电股份跌停;黄金、贵金属板块下挫,西部黄金领跌;港口航运板块走 势较弱,宁波港、重庆港领跌;机器人概念股回调,豪恩汽电、上海建工跌超7%。 展望后市,中信建投表示,目前市场仍处高位,没有明显冲顶和回落趋势,建议短期仍以横盘心态应对 市场,重视赛道行业轮动,轻指数而重个股,埋伏低位板块与聚焦"拒绝调整"相关股票。 热门板块 1、半导体设备股反复活跃 芯片产业链集体爆发,江丰电子等20余股涨停,张江高科2连板续创新高,华软科技4连板,向日葵3连 板,长 ...
河西中部重磅宅地要上市了? 确认非污染地块,或近期进入招拍挂流程
扬子晚报网· 2025-09-24 02:46
扬子晚报网9月23日讯(记者 马祚波)作为南京河西中部最优质的宅地之一,原台湾名品城地块一直牵动着 众多房企和改善买家的心。近日,根据最新公布的《台湾名品城地块土壤污染状况调查报告》,确认该地块 不属于污染地块,满足后期规划建设要求,这就意味着该地块将很快进入招拍挂流程。 台湾名品城地块位于南京河西的元通片区,是河西中部配套最为成熟、商业最为繁华、交通最为便捷的地段 之一。根据9月5日官方公布的一份《台湾名品城地块土壤污染状况调查报告》,确认该地块(二类居住用地 和商办混合用地)当前和历史上均不存在明确的可造成土壤污染的污染源,按照相关国家技术标准和规范要 求,该地块不需启动第二阶段采样调查。该报告还明确,该地块"不属于污染地块,满足后期规划建设要 求"。 位置示意图 根据南京市规划部门此前公布的信息,原台湾名品城为零售商业用地,分为19-07、19-08、19-09三幅地块, 调整后将19-07地块拆分为南北两块,其中南侧地块改为商办混合性质,兼容基层社区中心;北侧地块调整 为二类居住用地,容积率为2.4,建筑限高80米。此外,将19-08和19-09地块合并,并将用地性质调整为二类 居住用地,容积率、建筑 ...
GECC Provides Update on the Atmosphere Project in Richmond, BC
Accessnewswire· 2025-09-23 17:15
VANCOUVER, BC / ACCESS Newswire / September 23, 2025 / Global Education Communities Corp. ("GECC" or the "Company") (TSX:GEC)(OTCQB:GECSF) today announced that the British Columbia Court of Appeal has overturned a lower court ruling, finding the project's commercial lender in breach of contract related to financing a real estate development project in Richmond, BC. The decision reverses, in part, a previous ruling by the Supreme Court of British Columbia. ...
Arada forays into UK with 75% stake acquisition in Regal
Yahoo Finance· 2025-09-23 11:20
United Arab Emirates (UAE)-based master developer Arada has entered into the UK market by acquiring a 75% stake in Regal, a London-based residential mixed-use developer. As part of the deal, Arada has agreed to an initial capital injection of £500m ($674m) to boost Regal's business. The company also plans to expedite its London residential pipeline over the coming two years. Regal has 30 years of experience in the London market, building more than 4,000 residential units. It will now be rebranded as Arad ...
Start of construction on Liven's Olemuse project
Globenewswire· 2025-09-23 05:30
Liven Kodu 22 OÜ, a subsidiary of Liven AS (“Liven”), has signed a general contracting agreement with NOBE OÜ to build new homes for the Olemuse project on Kalda street in Nõmme, Tallinn. Construction work will begin next week, and by the end of 2026, twelve 3-story buildings with a total of 72 new homes will be completed. The cost of the construction works is nearly 13 million euros, plus VAT. The project, designed by the architects of Lumia OÜ, features 3- to 5-room homes, all of which have their own balc ...
香港房地产_进入降息周期_评估对房屋销售的影响Hong Kong Property_ Entering the rate cut cycle_ gauging the impact on home sales
2025-09-23 02:34
ab 18 September 2025 Global Research Hong Kong Property Entering the rate cut cycle: gauging the impact on home sales Prime rate was cut by 12.5bps, in-line with expectations Following the 25bps rate cut by the US Federal Reserve and the HKMA's overnight discount rate adjustment, Hong Kong banks today announced a 12.5bps reduction in the prime rate to 5.125%, down from 5.25%. This move was widely anticipated by the market. As a result, the prevailing new residential mortgage rate will decline to 3.375% from ...
中国、日本_被低估的零售药店行业看到曙光- China, Japan_ Undervalued retail pharmacy industry seeing a light at the end of the tunnel
2025-09-23 02:34
**行业与公司覆盖** - 中国和日本药店与药妆店行业[3] - Pop Mart (泡泡玛特 9992 HK)[4] - 中国石油工程与油田服务行业(包括COSL 中海油服 SEG 中石化工程 Jereh 杰瑞股份等)[5][6][10] - 香港房地产行业[7] - 中国医疗器械行业[8] **核心观点与论据** **药店与药妆店行业** - 中国药店行业处于关键转型期 当前低估值可能代表周期性低谷 因龙头企业有效应对处方外流和品类扩张[3] - 日本药店和药妆店因药品降价导致盈利恶化的担忧被夸大 存在重新评级空间[3] **Pop Mart (泡泡玛特)** - 专家观点强调IP授权需每几年续约 即使长期合作也是如此 Pop Mart拥有Labubu IP可降低业务中断风险[4] - IP生命周期没有单一领先指标预测峰值/低谷 动画/电影非成功必需但创意发布是加分项[4] - 业务低迷期拥有零售门店至关重要 前三大成功因素为吸引人的设计 维持品牌热度 快速响应市场趋势并规划新产品发布[4] - 维持中性评级 风险回报不佳 但长期投资主题完好 股价大幅走弱时(如250港元 对应28倍2025年共识收益/20倍2026年)是良好切入点[4] - 上行风险包括Labubu 3.0和Mini Labubu强劲销售(3Q25业务更新可能10月发布) Labubu动画(推迟至12月)创造新热潮 Twinkle Twinkle和Crybaby吸引全球名人关注与代言 Labubu 4.0(推迟至2026年)引起轰动[4] **中国石油工程与油田服务行业** - SEG(中石化工程)积压订单持续扩张 鉴于积压订单扩张势头强劲 预计稳健的收入/收益增长和6-7%股息收益率[6] - COSL(中海油服)预计2025财年收益同比增长20% 因利用率和合同条款改善[6] - 杰瑞股份因天然气业务和海外市场成功上调目标价 但对中美压裂需求前景保持谨慎[6] - 具体目标价调整: Offshore Oil Engineering - A目标价从6.40人民币上调至7.10人民币[13] Sinopec Engineering目标价从7.10港元上调至8.40港元[13] Sinopec Oilfield Service Corp - A目标价从2.82人民币上调至2.92人民币[13] Sinopec Oilfield Service Corp - H目标价从0.92港元上调至1.00港元[13] Yantai Jereh - A目标价从26.00人民币上调至31.00人民币[13] COSL - A目标价从18.80人民币下调至17.90人民币[13] COSL - H目标价从11.00港元下调至10.40港元[13] - 每股收益(EPS)预估调整: Offshore Oil Engineering - A当前财年和下一财年均上调14.6%[14] Yantai Jereh - A当前财年上调21.6% 下一财年上调12.1%[14] COSL - A当前财年下调1.1% 下一财年下调6.8%[14] COSL - H当前财年下调1.1% 下一财年下调6.8%[14] Sinopec Oilfield Service Corp - A当前财年下调18.1% 下一财年下调21.2%[14] Sinopec Oilfield Service Corp - H当前财年下调18.1% 下一财年下调21.2%[14] Sinopec Engineering当前财年下调6.2% 下一财年上调1.4%[14] **香港房地产行业** - 美国降息25个基点后 汇丰将香港最优惠利率下调12.5个基点至5.125% 新抵押贷款有效利率从3.5%降至3.375%[7] - 考虑物业管理费和其他成本后 最新抵押利率仍高于3.1%的净租金收益率 但随着后续更多降息 预计2026年将实现真正的正利差[7] - 支持2026年房价增长3-5%的基本案例预测(更关键条件是恒生指数保持稳健)[7] - 行业可能出现短期获利了结(过去两天表现落后恒指2%) 但保持建设性观点 逢低买入[7] - 开发商首选恒基地产(降息最大受益者)和新世界发展(新鸿基地产的低风险替代品 收益率和股息确定性更高)[7] - 地主首选太古地产和恒隆地产 其次是九龙仓集团和领展房产基金[7] **中国医疗器械行业** - 在关税逆风和激烈竞争下 中国医疗器械行业整合加速[8] - GE HealthCare可能退出中国业务的消息凸显行业整合大趋势[8] - 跨国公司发现难以维持在中国市场的盈利能力和份额 导致战略剥离[8] - 国内公司更能应对本地招标流程和定价机制 填补全球竞争对手留下的空白[8] - GE HealthCare等主要参与者退出表明竞争格局迅速转变 本地公司准备夺取更大市场份额和影响力[8] **其他重要内容** - 材料注明不面向中国大陆投资者分发或提供证券投资咨询服务[1][26] - 包含多个行业和公司的目标价 每股收益(EPS)和每股股息(DPS)预估变化详情[13][14][16] - 免责声明强调研究报告可能包含先前发布报告的摘录 投资者应参考完整报告[27] - J.P. Morgan可能与所覆盖公司有业务往来 存在潜在利益冲突[28] - 具体披露信息可通过指定链接或联系方式获取[29]