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オーストラリア株は下落。ビバ・エナジーは、ジーロング製油所の生産量が6月に90%を超える見込みとしている。

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-- オーストラリア株式市場は月曜日、火曜日に予定されているオーストラリア準備銀行(RBA)の金融政策委員会会合を投資家が待つ中、下落して取引を終えた。 S&P/ASX 200指数は0.37%(32.70ポイント)下落し、8,697.10で引けた。 ブレント原油先物価格は1バレル108.36ドルまで小幅上昇した。ドナルド・トランプ米大統領は、米国がペルシャ湾における中立国の船舶に対し、ホルムズ海峡を通航するよう誘導を開始すると述べた。 国内では、ANZ銀行とIndeedが共同で作成したオーストラリアの求人広告数は、4月に前月比0.8%減の季節調整済み113.3件となった。3月は改定値で3.2%減の114.2件だった。ANZ銀行が発表した。 オーストラリア統計局の発表によると、季節調整済みのデータでは、オーストラリアで承認された住宅総数は3月に17,300戸となり、前月の19,339戸から約11%減少した。 メルボルン研究所は、月次インフレ指数が4月に再び上昇したと発表した。これは主に航空運賃の上昇によるレジャー関連価格の上昇が要因となっている。 企業ニュースでは、ビバ・エナジー・グループ(ASX:VEA)は、火災に見舞われたジーロング製油所の残渣接触分解装置の再稼働に必要な修理に約6週間かかり、6月に操業を再開する見込みだと発表した。同製油所は、装置が停止している間、ディーゼル燃料とジェット燃料を約80%、ガソリンを約60%の生産能力で生産する予定だ。同社の株価は終値で4%下落した。 ナショナル・オーストラリア銀行(ASX:NAB)は、会計年度上半期の1株当たり現金利益が0.861豪ドルとなり、前年同期の1.145豪ドルから減少したと発表した。 3月31日までの6ヶ月間の純営業利益は108億7000万豪ドルで、前年同期の102億7000万豪ドルから減少しました。同社の株価は1%下落して取引を終えました。 また、アクセント・グループ(ASX:AX1)は、燃料価格の高騰と消費者信頼感の悪化が4月の売上高と利益率に悪影響を与えたことを受け、2026年度下半期の金利・税引前利益(EBIT)見通しを引き下げました。同社は現在、下半期のEBITを2300万豪ドルから2800万豪ドルと予想しています。2月時点では、アクセント・グループは下半期のEBITを3000万豪ドルから3500万豪ドルと予想していました。同社の株価は終値で13%下落しました。

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