-- スイスの主要株価指数であるスイス市場指数は、木曜日の取引を前日比0.35%安で終え、下落幅を拡大した。投資家は主要市場における最新の経済指標や企業業績発表を注視していた。 スイス連邦統計局によると、3月の生産者・輸入物価指数は、石油製品と天然ガス価格の上昇を背景に、前月比0.2%上昇した。一方、年率換算では2.7%下落した。 ユーロ圏では、ユーロスタットの最終データによると、3月の年間インフレ率は2.6%に上昇し、2月の1.9%から上昇した。一方、コアインフレ率は2.3%に低下した。英国の実質国内総生産(GDP)は、2月に0.5%増加し、1月の0.1%増(上方修正)に続く伸びとなった。 国内の企業ニュースでは、ロシュ(RO.SW)がサガ・ダイアグノスティクスを最大5億9500万ドルで買収することに合意しました。買収金額には、商業化および規制当局への申請に伴うマイルストーン支払いが含まれており、ロシュはサガの腫瘍情報に基づく分子残存疾患プラットフォーム「パスライト」へのアクセス権を獲得します。この取引は第3四半期に完了する見込みです。ロシュの株価は終値で0.67%下落しました。 一方、バリー・カレボー(BARN.SW)は、上半期の売上高が前年同期比で72億9000万フランから67億5000万フランに減少したと発表し、株価は15.59%急落しました。販売量は6.9%減の101万247トンでした。純利益は増加しました。スイスのチョコレート・ココア製品グループであるバリー・カレボーは、2026年度の経常EBIT(現地通貨ベース)が10%台半ばの減少を見込んでいますが、中東情勢の混乱による影響の可能性もあるとしています。 「当社の会計年度上半期において、カカオ豆価格は下落しました。これは今後のチョコレート市場の勢いを後押しし、力強いフリーキャッシュフローの創出を支えました」と、ハイン・シューマッハー最高経営責任者(CEO)は述べています。「しかしながら、市場の急激な下落に加え、競争の激しい過剰生産能力市場、販売量の減少、供給途絶がEBIT(税引前利益)に影響を与え、販売量の回復と市場の成長回復を最優先事項とする中で、当社の年間収益見通しを修正しました。当面の最優先事項は、商業面、事業運営面、組織面において、これらの課題に注力することです。」
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