Shares of KKR & Co. Inc. (KKR) , CrowdStrike Holdings, Inc. (CRWD) and GoDaddy Inc. (GDDY) gained 7.7%, 5.4% and 3.7%, respectively, in the after-market trading on Friday after the S&P Dow Jones Indices said that the firms would join the S&P 500 index.In a press release, S&P Dow Jones Indices said that as part of the quarterly rebalancing, KKR, CRWD and GDDY will replace Robert Half Inc., Comerica and Illumina Inc. in the S&P 500 index prior to the start of trading on Jun 24.In the last few years, the priva ...

KKR (NYSE:KKR) stock is up on Monday as investors prepare for the company to be added to the S&P 500 later this month.The S&P 500 is set to undergo its quarterly rebalance on June 21. When that happens, several stocks will be replaced on the index by new stocks. This will see them join the index before markets open on June 24.KKR won’t be alone when it joins the S&P 500. It will do so alongside GoDaddy (NYSE:GDDY) and CrowdStrike (NASDAQ:CRWD) shares. This will see them replace Robert Half (NYSE:RHI), Comer ...

核心观点 - KKR、CrowdStrike和GoDaddy将于6月24日交易开始前被纳入标普500指数取代Robert Half、Comerica和Illumina [1] - 标普道琼斯指数也调整了标普中盘400指数和标普小盘600指数的阵容以确保各指数更能代表其市值范围且KKR、CrowdStrike和GoDaddy更能代表大盘市场空间 [2] - 被纳入标普500指数对公司股票有益可提升知名度并能成为跟踪该指数的交易所交易基金和基金的一部分从而推动需求和短期价格上涨 [2] - 上次标普500指数再平衡时Super Micro Computer被纳入后股价飙升至历史新高 [3] - 截至美国东部时间周一上午10:10 KKR股价上涨10.7% Crowdstrike上涨8.7% GoDaddy上涨1.8% [3] 各公司情况 - KKR、CrowdStrike和GoDaddy将被纳入标普500指数其股价周一上涨 [1][3] - Robert Half、Comerica和Illumina将被从标普500指数中移除其股价周一下跌 [1] - Super Micro Computer在上次标普500指数再平衡后股价达到历史新高 [3]

文章核心观点 - 私募股权巨头KKR在5月份业绩表现出色,股价上涨10.5% [1] - KKR一季度业绩强劲,费用相关收益、总营业收益和调整后净收益均增长20%以上,资产管理规模增长13%至5780亿美元,新增资金310亿美元 [2] - KKR与多家公司建立了新的战略合作关系,包括与医疗房地产投资信托公司Healthcare Realty合资、与Hannon Armstrong Sustainable Infrastructure Capital合作设立气候正面项目投资公司CarbonCount Holdings,以及与Capital Group建立公私混合投资解决方案 [3][4][5][6][7] 行业和公司分析 行业分析 - 高净值个人和合格投资者目前获取另类投资机会有限,KKR与Capital Group的合作有助于为这些投资者提供更多机会 [7] - 未来几年内,零售投资者可能会将数万亿美元资金投入另类资产,这将为KKR带来更多投资机会 [9] 公司分析 - KKR一季度业绩表现出色,费用相关收益、总营业收益和调整后净收益均增长20%以上 [2] - KKR资产管理规模增长13%至5780亿美元,新增资金310亿美元 [2] - KKR与多家公司建立了新的战略合作关系,拓展了业务范围 [3][4][5][6] - 尽管KKR股价在过去一年涨幅接近80%,但其估值水平仍相对较低,市盈率低于标普500指数 [8][9] - KKR未来几年有望继续保持强劲增长势头 [9][10]

文章核心观点 - S&P Dow Jones Indices将对S&P 500、S&P MidCap 400和S&P SmallCap 600指数进行季度调整 [1] - 调整后各指数将更好地代表其市值范围 [1] - 被调出S&P SmallCap 600的公司不再代表小型股市场 [1] 行业和公司变动总结 S&P 500指数 - 增加KKR & Co、CrowdStrike Holdings和GoDaddy [1][2][5] - 剔除Robert Half、Comerica和Illumina [1][5] - Illumina将从S&P 500转入S&P MidCap 400 [1][5] S&P MidCap 400指数 - 增加Texas Pacific Land、BioMarin Pharmaceutical、Warner Music Group、Nextracker、Altair Engineering、RB Global和Illumina [2][3][5][7] - 剔除Werner Enterprises、Integra Lifesciences、PENN Entertainment、Grocery Outlet Holding、Leggett & Platt、Hertz Global Holdings和GoDaddy [3][5][7] S&P SmallCap 600指数 - 增加Comerica、Leggett & Platt、Hertz Global Holdings、Grocery Outlet Holding、PENN Entertainment、Integra Lifesciences、Werner Enterprises、Krystal Biotech、Virtu Financial、StepStone Group、Cactus和Tidewater [6] - 剔除ADTRAN Holdings、Methode Electronics、Chatham Lodging Trust、Northfield Bancorp、Xperi、Resources Connection、ATN International、OraSure Technologies、Marcus、TTEC Holdings、Medifast、Cerence和Anywhere Real Estate [6]

文章核心观点 - KKR正在寻求进入日本私人信贷市场,以提供替代银行贷款的选择 [1][2] - 日本私人信贷市场目前主要由大型银行主导,KKR希望通过自主进入来增强在日本的立足点 [2] - KKR在亚洲的投资中,日本占据约40%的份额,认为日本企业存在大量脱售非核心业务的潜力 [3][4] 公司动态 - KKR正在与日本证券公司进行合作,以向个人投资者提供产品 [5] - KKR最近与Capital Group建立战略合作伙伴关系,以增强面向投资者的替代投资解决方案 [6] - KKR还宣布在印度开设新办公室,扩大在该市场的业务 [6] - 过去6个月内,KKR股价上涨37.2%,优于行业16.2%的涨幅 [7] 行业动态 - 雷蒙德詹姆斯(RJF)最近宣布进军私人信贷业务,并与Eldridge Industries和RJF Bank合作 [9][10][11] - 巴克莱(BCS)今年4月也与AGL Credit Management合作,推出私人信贷投资平台 [12][13]

KKR & Co. Inc. (KKR) has entered into a strategic partnership with Capital Group to augment alternative investment solutions for client portfolios. This move aims to make hybrid public-private market investment solutions available to investors across asset classes, channels and geographies.The first two strategies are anticipated to be launched in the United States next year, incorporating public-private fixed-income offerings designed for finance professionals as well as for their clients. While the altern ...

文章核心观点 - 全球领先的投资公司Capital Group和KKR宣布建立战略合作伙伴关系,为投资者提供结合公开市场和私募市场的投资解决方案 [1][2] - 这种混合型公开-私募市场投资解决方案将覆盖多个资产类别、地理区域和渠道,首批产品将是公开-私募固定收益产品,预计将于2025年在美国推出 [1][2] - 这种投资解决方案将使大众财富投资者也能获得替代投资的机会,而过去这类投资主要面向高净值个人和机构投资者 [1][2][3] - Capital Group和KKR表示,这种合作将为客户带来"最佳组合" - 结合Capital Group的主动管理和长期投资方法,以及KKR的私募市场专业知识 [2][4] 行业概况 - 过去20年,替代投资资产规模显著增长,预计未来10年个人财富投资于替代投资的规模将以12%的年复合增长率增长 [2] - 投资顾问表示,客户希望投资组合中能有更全面的解决方案,包括替代投资 [4] 公司概况 - Capital Group专注于为长期投资者提供优异的投资业绩,管理超过2.6万亿美元的权益和固定收益资产 [6][7] - KKR是一家领先的全球投资公司,提供替代资产管理、资本市场和保险解决方案,管理资产规模超过5000亿美元 [9]

MONTREAL, May 17, 2024 (GLOBE NEWSWIRE) -- mdf commerce inc. ("mdf" or the "Company") (TSX:MDF), a SaaS leader in digital commerce technologies, is pleased to announce the closing of the previously announced plan of arrangement under the Canada Business Corporations Act (the "Arrangement") involving the Company and an entity affiliated with funds managed by KKR, a leading global investment firm. "Today's announcement is a significant milestone in the long-lasting story of mdf commerce. On behalf of the enti ...

MONTREAL, May 17, 2024 (GLOBE NEWSWIRE) -- mdf commerce inc. (“mdf” or the “Company”) (TSX: MDF), a SaaS leader in digital commerce technologies, is pleased to announce the closing of the previously announced plan of arrangement under the Canada Business Corporations Act (the “Arrangement”) involving the Company and an entity affiliated with funds managed by KKR, a leading global investment firm. “Today’s announcement is a significant milestone in the long-lasting story of mdf commerce. On behalf of the ent ...