-- モルガン・スタンレーは火曜日の調査レポートで、エクイファックス（EFX）は第1四半期の業績が予想を上回ったにもかかわらず、地政学的リスクの高まり、金利上昇、住宅ローン取扱高の低迷を理由に、2026年度の業績見通しを据え置いたと述べた。 第1四半期の業績は堅調だったものの、住宅ローン、自動車ローン、クレジットカードの各セグメントで取扱高が鈍化した。 しかし、モルガン・スタンレーは、今後数年間で消費者信用状況の改善、規制環境の緩和、金利引き下げ、住宅ローン取扱高の伸びが見込まれるとしている。 同社の長期的な収益成長の可能性は、株価に織り込まれていない。 短期的な住宅ローン見通しは依然として不透明だが、信用情報機関は複数年にわたる上昇サイクルに入り、2028年には1株当たり利益（EPS）が2025年比で倍増すると、同レポートは指摘している。 モルガン・スタンレーは、エクイファックス株の投資判断を「オーバーウェイト」に据え置き、目標株価を244ドルから243ドルに引き上げた。
Price: $188.40, Change: $-4.02, Percent Change: -2.09%
LG CNS (KRX:064400) and OpenAI signed a reseller agreement to expand ChatGPT Edu in the education AX market, the South Korean AX specialist said in a Monday release.ChatGPT Edu supports several tasks such as generating lecture materials, organizing research data and reports, and providing personalized tutoring. The product also offers enterprise-grade security, the release said.Key universities such as Arizona State University, the University of California, San Francisco System, and Harvard University have already adopted ChatGPT Edu. Looking ahead, LG CNS plans to offer introductory tour programs for ChatGPT Edu across major universities in the Seoul metropolitan area, along with conducting AI education seminars, it said.LG CNS may partner with universities and OpenAI to develop ChatGPT Edu-based AI curricula and host hackathons, the release said.
First Bancorp (FBP) has an average rating of overweight and mean price target of $25.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
NS Solutions' (TYO:2327) profit attributable to owners of the parent climbed 14% to 30.8 billion yen for the fiscal year ended March 31 from 27 billion yen a year earlier.The IT solution company's earnings per share increased to 168.50 yen from 147.84 yen a year ago, according to a Tokyo bourse filing on Monday.Revenue jumped 13% to 381.3 billion yen from 338.3 billion yen in the prior year.In a separate disclosure, NS Solutions raised its final dividend payout to 45 yen per share from 40 yen planned earlier, payable from June 2.For the fiscal year ending March 31, 2027, the company expects attributable profit of 31.6 billion yen, basic EPS of 172.70 yen, and revenue of 417 billion yen.NS Solutions plans to pay interim and year-end dividends of 43.50 yen per share, each, for the year, which is higher than the amount paid in the year-ago period.