-- 比較サイト運営会社であるカカクコム（TKO：2371）は、EQTが同社買収を検討しているとの報道は、同社による公式発表に基づくものではないと、木曜日に東京証券取引所に提出した書類の中で述べている。
同社は、資本方針を含む企業価値向上策の検討を継続しているものの、現時点では決定事項はないとしている。
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Asia Markets
Swiss Market Index Closes Little Changed; Santhera Shares Jump
The blue-chip Swiss Market Index was down 0.03% on Monday's close, as investors gear up for a busy week of corporate updates, economic data prints and key monetary policy decisions.Santhera Pharmaceuticals (SANN.SW) secured a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use to expand the approval of its Duchenne muscular dystrophy drug Agamree to include the treatment of children who are at least two years old. The drug is currently approved for use on patients aged four and above. The Swiss specialty pharmaceutical company's shares gained 8.38% at closing.Meanwhile, RBC Capital Markets reiterated its outperform rating on Lonza Group (LONN.SW), with a price target of 670 francs, amid expectations that the Swiss pharmaceutical manufacturer's upcoming first-quarter update would be "uneventful." At the end of the trading day, the stock was up 1.83%."We do not see the Q1 qualitative update on 8 May to be a major catalyst for the stock now that Vacaville-specific commentary will no longer be provided, and any further weakness in Specialized Modalities should not be a surprise. We have also taken the opportunity to refresh and add to our commercial product (Enflonsia) and pipeline trackers. There has been some clinical progress, but consensus forecasts have been pushed out a little (aggregate peak sales estimates are unchanged)," the research firm said, noting that it views Lonza as an "attractive and undervalued compounding investment story."The local economic news calendar was empty for the day, while the release of the Swiss KOF Economic Barometer and the UBS & CFA Society Switzerland's economic sentiment index for April, as well as the country's March retail sales figures are on the agenda over the coming days. Market watchers are also awaiting the rate decisions of the US Federal Reserve, the European Central Bank, and the Bank of England.
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US Markets
Restaurant Trends Likely Slowed to Exit First Quarter, UBS Says
Strong underlying trends across the US restaurant sector likely slowed toward the end of the first quarter, with an uncertain and a weak consumer environment expected to drive conservative guidance, UBS Securities said in a note on Monday."We expect (first-quarter) results to highlight generally solid underlying trends across much of the sector, but anticipate slower trends to exit the quarter and into (the second quarter so far)," UBS analyst Dennis Geiger said in the note.Management commentary will be a key focus given the impact of holiday calendar shifts, tax rebates and elevated gas prices, Geiger said. Energy prices have spiked because of the US-Israel war with Iran that has disrupted shipments through the Strait of Hormuz, a critical shipping route."We anticipate still generally conservative (2026) guidance given above (average) uncertainty in the industry backdrop," Geiger wrote.US consumer sentiment improved from an initial April estimate, but remained at a record low as near-term inflation expectations logged the biggest monthly increase in a year, final University of Michigan survey results showed Friday."Sentiment is unlikely to improve unless supply constraints are lifted or energy costs decline," according to the UBS note.Retail sales at restaurants and bars almost stalled sequentially in March, government data showed last week.Results across restaurants should largely be positive, especially when excluding the impacts of weather conditions, but "performance bifurcation among brands should remain reasonably wide again" during this reporting cycle, Geiger wrote.Starbucks' (SBUX) investors expect the company to lift its US same store sales target for this year following a second-quarter beat, according to UBS. Wingstop (WING) is seen lowering its comparable sales outlook after reporting a bigger-than-expected decline in the first quarter.The outlook for Cheesecake Factory (CAKE) and Chipotle Mexican Grill (CMG) will likely be maintained.Price: $98.64, Change: $-0.03, Percent Change: -0.03%
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Oil & Energy
Tanker Rates Diverge After Conflict Shock as Clean Market Holds Firm, Vortexa Says
Tanker freight rates surged in the wake of the Middle East conflict, but crude and refined product markets are now moving in different directions as exposure to the Strait of Hormuz reshapes pricing dynamics, Vortexa strategists said in a note on Sunday.Freight markets initially rallied across vessel classes as disruption risk in the Middle East Gulf forced shipowners and charterers to reassess transit exposure through the chokepoint, said Wanying Zhang, freight analyst at Vortexa.However, while crude tanker rates are beginning to lose momentum, the clean tanker market remains more firmly supported. Crude tankers reacted first and most strongly, led by very large crude carriers, which dominate exports from the Middle East Gulf.Operators rapidly priced in a geopolitical risk premium, while charterers rushed to secure cargoes, driving a sharp increase in earnings on Arabian Gulf-linked routes.Vortexa said the rally briefly spilt over into smaller crude segments, with Suezmax and Aframax tankers benefiting from a shift toward Atlantic Basin crude and from the splitting of cargoes due to limited Very Large Crude Carrier availability."Disruption at the top of the crude tanker market cascaded down the fleet, tightening availability and pushing dirty freight higher across vessel classes," Zhang said.However, the rally in smaller crude tankers has since faded. Suezmax and Aframax rates have retreated toward pre-conflict levels as initial urgency has subsided and vessel availability has improved, particularly in the Atlantic basin, where an influx of ballasting ships has eased tightness.Furthermore, competition from LR2 tankers switching into dirty trades further pressured rates.VLCC earnings tied to Middle East Gulf and Pacific routes, in contrast, continue to reflect a stronger risk premium linked to Hormuz uncertainty, including potential delays and tighter forward availability.Gains in Atlantic-origin crude routes have been more muted due to a build-up of ballast tonnage, limiting owners' pricing power.Rates in clean tanker markets have also climbed but shown far less correction. Zhang attributes the resilience to structural factors that have tightened effective vessel supply rather than to disruption risk alone.Vortexa said a key driver has been a large-scale repositioning of medium-range and long-range product tankers from the Pacific to the Atlantic, as weaker Asian refining demand contrasts with stronger export flows from the US Gulf and Europe.Longer-haul routes have increased vessel utilization, keeping ships tied up for extended periods. "Record ballast repositioning of MRs, LR1s and LR2s from the Pacific into the Atlantic reflects a clear reallocation of employment," said Zhang.Meanwhile, supply has been further constrained by LR2 tankers temporarily switching into crude trades, reducing the availability of coated vessels for refined products. Though higher clean earnings are now discouraging additional switching, the earlier shift has already tightened the market.Vortexa said the Atlantic Basin initially outperformed, supported by demand for replacement fuel cargoes away from the Middle East Gulf, but the premium has recently narrowed as additional tonnage has entered the market and inquiry has softened. Pacific rates, meanwhile, remain supported by lingering Hormuz-related risk.Going forward, the consultancy said reopening of the Hormuz could ease some of the geopolitical premium, but is unlikely to trigger a full reset in freight markets.