cosmonaut/iStock via Getty Images May you live in interesting times. While this phrase sounds positive, it's actually a Chinese curse. What is "interesting" in retrospect usually feels troubling and unpredictable in the moment. The truth is, though, that there is always something to be troubled about, and the future is always unpredictable. The job of the investor -- your job -- is to generate strong returns in the midst of inevitably troubling and unpredictable conditions. We've got some ground to cove ...

LEXINGTON, Mass. and AMSTERDAM, Aug. 15, 2024 (GLOBE NEWSWIRE) -- uniQure N.V. (NASDAQ: QURE), a leading gene therapy company advancing transformative therapies for patients with severe medical needs, today announced that the first patient has been dosed in a Phase I/IIa clinical trial of AMT-191 for the treatment of Fabry disease, a rare, inherited genetic disease. The Phase I/IIa study is a multi-center, open-label trial being conducted in the United States with two dose-escalating cohorts assessing the s ...

会议主要讨论的核心内容 - 公司新任CEO的战略重点包括:推动资产的有机增长、选择性投资以获得最高风险调整收益、严格控制成本以保持最佳利润率[4][7][9] - 公司正在逐步将资本投放重心从新兴市场转向发达市场,如美国、加拿大和欧洲,以应对新兴市场的宏观经济挑战[43][44][46] - 公司在美国市场看到运营商5G部署活动有所增加,预计下半年将保持较好的增长势头[12][13][22] - 公司正在积极推进印度资产出售,预计将在今年下半年完成交易[38][39][40] - 公司的数据中心业务保持良好发展势头,受益于企业对混合云部署的需求持续增长[64][65][68] 问答环节的重要提问和回答 - 分析师询问公司在新兴市场的投资策略调整,公司表示将更多关注发达市场,因为新兴市场受宏观经济因素影响较大,而发达市场的投资回报更高[43][44][46] - 分析师询问公司在美国市场的5G部署情况,公司表示下半年活动将有所加速,但由于大部分客户签有全面协议,收入贡献存在一定滞后[12][13][16][17] - 分析师询问公司在印度的资产出售进展,公司表示已获得反垄断委员会批准,预计将在今年下半年完成交易[38][39][40] - 分析师询问公司在数据中心业务的发展,公司表示受益于企业对混合云部署的需求持续增长,业务保持良好发展势头[64][65][68]

Shares of American Tower Corporation (AMT) have risen 20.6% in the past three months compared with the industry’s growth of 11.5%.The company is poised well to ride the growth curve with wireless carriers increasing capital expenditure due to rising wireless penetration, accelerated 5G network deployment efforts and spectrum auctions. The long-term leases with its tenants assure stable cash flows. Moreover, its continued efforts toward macro-tower investments are encouraging. A decent financial position als ...

Dragon Claws Many investors seem to think that REITs (VNQ) are facing severe difficulties due to the recent surge in interest rates. The whole sector has crashed, and the headlines have been very negative for 2 years in a row: Data by YCharts But in reality, most REITs are doing very well because: Leverage is at an all-time low, with the average LTV at just around 35%. Nearly all REIT debt has a fixed interest rate. Debt maturities are also long, at 7 years on average, and well-staggered. Rents keep on ris ...

Morsa Images On July 9th, uniQure N.V. (NASDAQ:QURE) announced 24-month trial data for its Phase 1/2 clinical trials for AMT-130, an investigational gene therapy for Huntington’s Disease. Despite only enrolling 29 patients in the trial and having data for only 9 at the high dosage, the reduction of disease progression of 80% was so great that it was still statistically significant. The market obviously liked this news, as the two trading days following its release saw QURE move from $3.78 to $10.12. I b ...

文章核心观点 - 美国就业数据疲软,失业率上升,可能预示经济进入衰退 [2][6] - 市场预期美联储将降息,10年期国债收益率下降,波动率指数上升 [7][8][9][10][12] - 尽管经济前景存在不确定性,但仍有一些优质房地产投资信托(REIT)表现出色 [13] VICI Properties - 是美国最大的博彩REIT,拥有10处拉斯维加斯地标性资产 [14][15] - 2024年二季度AFFO同比增长5.9%,全年AFFO指引上调 [16] - 资产组合优质,租约期限长,财务状况良好,估值合理 [15][16][17] Rexford Industrial Realty - 专注于加州工业地产,受益于该市场供给受限 [19][20][21][22] - 2024年二季度净运营收入和FFO同比大幅增长 [21][22] - 预计未来3年内部净运营收入将增长35% [22] - 估值合理,预计未来12%的年化总回报 [23] American Tower - 是美国第二大REIT,专注于通信基础设施,受益于5G建设 [25][28][29] - 2024年二季度物业收入、调整EBITDA和AFFO均实现两位数增长 [34][38][40][41][43] - 全年AFFO指引上调,预计增长7.4% [43][44][45] - 估值略低于历史平均水平,预计未来10%以上的年化总回报 [48]

Andrew Bret Wallis/DigitalVision via Getty Images Picking the right stock to buy is a big responsibility, as it should be, considering that you're essentially putting your hard-earned capital to work for you while you sleep. This is akin to hiring the right employee for the job, especially for long-term investors who'd prefer not to constantly switch in and out of stocks, resulting in high turnover in a portfolio. As such, these are potential questions that one may want to ask themselves about a stock befor ...

Buying real estate is one of the oldest ways of investing, and it has changed along with the evolution of the financial system. Renting out your space looks like a great option if you don’t see it as passive income, because constant visits to check on the condition of the property can turn into a full-time job. Real estate stocks can take the burden of property maintenance off investors’ shoulders and help with diversification, even when the capital is low. 36% of Americans believe that renting out commerci ...

The momentum is shifting for American Tower.American Tower (AMT -1.19%) has hit a speed bump in recent years. The communication infrastructure operator's adjusted funds from operations (FFO) slowed considerably last year, rising only 2.1% for the full year after growing at a double-digit pace for years. As a result, the company's dividend growth rate has also slowed, from a 10% annualized rate at the end of last year to 3.2% annualized in the second quarter. That slowdown has weighed heavily on its shares, ...