-- オッペンハイマーは火曜日のレポートで、ゴールドマン・サックス（GS）の第1四半期決算には変動要因もあったものの、全体的な傾向は堅調で、利益は予想通り、税引前純利益も予想通りだったと述べた。 レポートによると、同社の第1四半期の希薄化後1株当たり利益は17.55ドルで、オッペンハイマーの予想16.15ドル、市場コンセンサスの16.47ドルを上回った。 同投資会社は、ゴールドマン・サックスの業績で最も注目すべき好材料はM&Aアドバイザリー手数料の急増だと指摘し、デビッド・ソロモンCEOは決算説明会で、M&A活動は今後も堅調に推移すると予想していると述べた。 アナリストらは、M&Aおよび投資銀行業務の収益の大幅な回復を織り込んでいないにもかかわらず、同社の株価は現在、過去の平均評価額に対して25%以上のプレミアムで取引されていると指摘した。 オッペンハイマーは同社株を「パフォーム」と評価している。 ゴールドマン・サックスの株価は火曜日の取引で1.5％上昇した。
Price: $904.23, Change: $+13.44, Percent Change: +1.51%
Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.
iSoftStone Information Technology (SHE:301236) posted a 14% increase in attributable net profit for 2025 to 206.1 million yuan from 180.4 million yuan.Earnings per share edged up to 0.22 yuan from 0.19 yuan, according to a filing with the Shenzhen bourse on Saturday.Revenue climbed 12% to 35 billion yuan from 31 billion yuan.iSoftStone's shares slumped 7% in late-afternoon trade on Monday.
Japanese shares ended higher on Monday, tracking a broader risk-on sentiment after reports that Iran proposed reopening the Strait of Hormuz to the U.S., easing concerns over stalled peace talks and potential supply disruptions.The Nikkei 225 rose 1.4%, or 821.18 points, to close at 60,537.36.Cautious optimism returned on Monday after talks broke down over the weekend, when U.S. President Donald Trump scrapped an envoy visit, and Tehran ruled out negotiations under pressure.Iran has floated a plan through Pakistani mediators to extend the ceasefire and create space for broader talks, with nuclear discussions to follow once a U.S. blockade of the Strait of Hormuz is lifted. The proposal has been delivered to the White House, with no clear response yet. Trump is due to meet his national security team later in the day.In economic news, Japan's leading index rose to 113.3 in February after an upward revision, while the coincident index fell to 116.3 from January's revised 118.1, government data showed Monday.On the corporate front, Rohm (TYO:6963) fell 9% after saying it has not supported Denso Corporation's (TYO:6902) share acquisition proposal and that recent media reports did not originate from the company.Eneos (TYO:5020) slipped over 1% after saying it is strengthening governance following the indictment of its unit over alleged diesel price coordination in Tokyo.Kyorin Pharmaceutical (TYO:4569) edged down over 1% despite plans to transfer its generic drug business to a Daito-led platform as it shifts focus to new drug operations.