Birlashgan Qirollik: Orqaga surilgan konsolidatsiya xatarlari – Deutsche Bank
Deutsche Bank’ning Buyuk Britaniya Haftalik Grafik Tahlili, mualliflari Sanjay Raja, Shreyas Gopal va Maui Brennan, 2024 yildagi saylovdan so‘ng Buyuk Britaniyada fiskal konsolidatsiya asosan soliqlarning oshirilishi va kuchli kechiktirilgan tarzda amalga oshirilayotganini ta’kidlamoqda. Mualliflar xarajatlarning o‘sishi, soliqlarga doir chora-tadbirlarning jamlanishi va xatti-harakatlardan tejashga tayanilayotganini ko‘rsatadi hamda cheklangan fiskal manevr imkoniyati Kantsler Healey boshchiligidagi navbatdagi byudjetni siqib qo‘yishini ogohlantiradi.
Kechiktirilgan va soliqlarga tayanilgan Britaniya konsolidatsiyasi
"Yilning aynan shu fasli ham keldi — Byudjet mavsumi to‘liq boshlandi. Bozorlar yangi hukumat, yangi qarash va yangi iqtisodiy strategiyani kutmoqda, ammo davlat moliyasi o‘zgarmaydi. Kantsler Healey 7-sentyabrdagi ilk nutqida ancha ijobiy ohangda chiqish qildi."
"Biroq davlat moliyasi uchun mavjud xatarlar haqiqiy — fiskal manevr imkoniyati deyarli ikkiga qisqarishi mumkin."
"Birinchidan, fiskal konsolidatsiya — bu soliqlar haqidagi hikoya. So‘nggi to‘rt fiskal tadbir davomida davlat xarajatlari o‘rtacha har yili 82 milliard funt sterlingga ko‘paygan. Soliq oshishlari esa o‘rtacha 52 milliard funtga teng."
"Ikkinchidan, fiskal rejalarda kechiktirilgan chora-tadbirlar ko‘p. Jami soliq konsolidatsiyasi 2029/30-yilda 2025/26-yildagiga nisbatan 2,3-marta ko‘proq."
"Umuman olganda, Kantsler fiskal qoidalarga va saylovoldi va’dalariga sodiq qolgan holda, yaqinlashayotgan Byudjetda harakat qilish uchun juda kam imkoniyat bo‘ladi. Ehtimol, konsolidatsiyani kechiktirish, samaradorlikdan tejalgan xarajatlar va bir nechta chekka soliq choralari o‘tgan strategiyadek 28-oktabr kuni yana ko‘rinadi."
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
RBC qurilish mahsulotlari segmentiga nisbatan ehtiyotkorlik bilan qaramoqda: uy-joy tiklanishi kutilmayapti, bir necha aksiyalar reytingi pasaytirildi.
RBC Capital Markets, uchinchi chorak moliyaviy hisobotlar mavsumi oldidan qurilish mahsulotlari sektoriga nisbatan ehtiyotkorlikni kuchaytirdi, daromad prognozlarini pasaytirdi va bir nechta individual aksiyalar reytingini tushirdi, chunki yuqori foiz stavkalari, inflyatsiya hamda sust uy-joy talabi 2027-yilgacha davom etishi mumkin.
Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
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