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> 今度はスペシャルサービス率のレポート。 > > ● Special Servicing Rate Rises Modestly in May 2024, Office Sees First Decline this Year > Treppのスペシャルサービス率は5月に10bp押し上げられて8.21 %となった。この上昇は先月の80bpの急騰と比較すれば穏やかだが、全体の率はいまや2021年6月以来で最高レベルだ。この率は2024年に入って毎月上昇してきて、2023年に一斉処分された際にマークした6.78 %より1.43 %高い。 > The Trepp CMBS Special Servicing Rate pushed higher in May, up 10 basis points to 8.21%. Though this increase was modest compared to the 80 basis point leap a month prior, the overall rate is now at its highest level since June 2021. The rate has increased every month of 2024 and is now 1.43% higher than the 6.78% mark that it closed out in 2023. * スクショはPDFより。 https://www.trepp.com/hubfs/Trepp%20CMBS%20Special%20Servicing%20Report%20May%202024.pdf
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It has been decided that "TENPONOHOSHI" will be officially introduced into Pan Pacific Retail Management (Singapore) Pte. ˊ•͈◇•͈ˋ)っ)) I'm interested in Japanese products, but it can be difficult for people from overseas to know what those products are. By placing ``TENPONOHOSHI'' in front of the displayed products, it helps customers understand the products on the spot. Effects of introducing “TENPONOHOSHI” ・Sales increased for over 80% of products. . ・Over 15% sales increase across shelves. . ・Many products have a strong effect on luxury items, leading to sales increases of more than 4 times compared to other stores.
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『店舗の星』、Pan Pacific Retail Management (Singapore) Pte. Ltd.へ正式導入決定。 ˊ•͈◇•͈ˋ)っ))日本の製品には興味があるが、海外の方にはその商品がどういう物であるかを知りにくい面がある。 『店舗の星』を陳列品の前に設置する事により、お客様自身がその場で商品を理解する為に役立つ訳です。 『店舗の星』の導入効果 ・80%超の商品が売上増になりました。 ・棚全体に15%を超える売上の上昇。 ・嗜好品への効果が強く、他店舗比4倍超の販売増に繋がる商品が多数。 ~~~~~~~~~~~~~~~~~~~~~~ It has been decided that "TENPONOHOSHI" will be officially introduced into Pan Pacific Retail Management (Singapore) Pte. ˊ•͈◇•͈ˋ)っ)) I'm interested in Japanese products, but it can be difficult for people from overseas to know what those products are. By placing ``TENPONOHOSHI'' in front of the displayed products, it helps customers understand the products on the spot. Effects of introducing “TENPONOHOSHI” ・Sales increased for over 80% of products. . ・Over 15% sales increase across shelves. . ・Many products have a strong effect on luxury items, leading to sales increases of more than 4 times compared to other stores.
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Real GDP estimated to grow by 8.2% in FY 2023-24 as compared to the growth rate of 7.0% in FY 2022-23, says Government of India. Real GVA has grown by 7.2% in 2023-24 over the growth rate of 6.7% in 2022-23 Real GVA and Real GDP have been estimated to grow by 6.3% and 7.8% respectively in Q4 of FY 2023-24 インドの2023-24年度年間GDPの伸びは8.2%で前年の7.0%を大きく上回りました 第四半期の伸びは7.8%で全四半期の伸びが大きかったことから、予想では6.7%に低下するとみられていました。
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このデータ分析すれば、ビットコ選挙と言っても過言ではない👇 How many Americans own crypto in 2024? 40% of men 18-54 have bought crypto. 33% of African Americans and 32% of Hispanics currently own, have traded, or used cryptocurrency in 2024, compared to 20% and 22% from last year. There has been much commentary about the shifting electoral preferences of young voters and nonwhite voters
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Although deposit flight returned recently to US banks, it was small compared to the SVB fiasco; furthermore, it looks like the next time, the cash constraint will bite before deposits; that's likely to happen as BTFP loans are repaid: 最近米国の銀行に預金逃避が戻ってきたが、SVBの大失敗に比べれば小規模だった。さらに、次回は預金の前に資金制約が深刻になると思われる。 BTFPローンが返済されるにつれて、それが起こる可能性が高いです。 https://x.com/RealEJAntoni/status/1792189999900746044
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会社はいいことしか言わんよなぁ 粗利について 『Improved gross margin by 120 basis points to 24.4% as compared to 23.2% in the 2023 first quarter.』 去年の1Qと比較すればそうなんだけど、1Q以降23.2%→25.4%→25.5%→23.6%と来ていて年度では24.5%だったので「むしろ悪いじゃん」という気すらするけどなぁ 純利益(損失)について 『Reported first quarter 2024 net loss of $17.2 million, a $7.5 million improvement over the 2023 first quarter net loss of $24.7 million.』 これも利益改善は粗利による改善もあるけど、内4.6Mは支払い利息の減少分。 そこだけ聞けばやったー!なんだけど、よく数値を追ってみると支払い利息額は 1Qから16.7M→16.7M→10.1M→11.7Mと3Qで大きく減少できたものの、4Qで増加し、今回は12.1Mでさらに増加している 支払い利息が徐々に増えているのは結局は財務キャッシュフロー的には悪化しているんだろうなぁ まぁ一番は粗利率が2020年以前は20%後半あったのに、今は25%を上回ることもできない状態。 生き残るためには仕方なかったとはいえ、昨年のQI事業売却で生き残る大きな武器を無くしたなぁ まぁこの会社は過去に大きくトレードしたこともあって思い入れがあるので、消えるまでウォッチ続けまーす
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決算速報 詳細は追々 Bit Digital press release (NASDAQ:BTBT): Q1 GAAP EPS of $0.43. Revenue of $30.3M (+265.1% Y/Y) beats by $1.83M. The Company had cash, cash equivalents and restricted cash of $35.5 million, and total liquidity (defined as cash equivalents and restricted cash, USDC, and the fair market value of digital assets) of approximately $163.2 million, as of March 31, 2024. Total assets were $291.1 million and Shareholders' Equity amounted to $265.2 million as of March 31, 2024. Adjusted EBITDA was $58.5 million for the First Quarter of 2024 compared to $1.5 million for the First Quarter of 2023.
◎The bond marke…
2024/06/14 10:40
◎The bond market is now a battle between the Bank of Japan (government) and the global market! There is no denying that the Bank of Japan (government) is at a disadvantage compared to the momentum of the market and speculative funds! It could even be said to be a side effect of the long-term, reckless "unprecedented monetary easing"! After all, both the "government debt balance (1,270 trillion yen)" and the "Bank of Japan-held government bonds balance (590 trillion yen)" are far too large compared to GDP and potential growth rate! This is where the Bank of Japan (government) can show its skills! However, relying too much on the sacrifices of small and medium-sized enterprises and ordinary citizens would be putting the cart before the horse...! ◎債券市場は今や日銀(政府)と世界市場の戦い! 市場や投機資金の勢いに比べ日銀(政府)が不利な状況にあることは否めない! 長期にわたる無謀な「異次元金融緩和」の副作用とも言える! なにしろ「政府債務残高(1,270兆円)」も「日銀保有国債残高(590兆円)」もGDPや潜在成長率に比べて大きすぎるのだ! ここが日銀(政府)の腕の見せ所! しかし、中小企業や庶民の犠牲に頼りすぎるのは本末転倒…!