-- S&Pグローバルが月曜日に発表した最終データによると、ユーロ圏の製造業は4月に新たな成長を見せた。これは新規受注の増加に伴う生産水準の上昇が要因となっている。 S&Pグローバル・ユーロ圏製造業PMIは4月に52.2と47カ月ぶりの高水準に上昇し、速報値と一致した。前月の51.6からは上昇している。
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Asia
Eicher Motors' Commercial Vehicles Arm Reports 7% Higher Sales in April; Shares Up 3%
Eicher Motors' (NSE:EICHERMOT, BOM:505200) subsidiary, VE Commercial Vehicles, reported nearly 7% increase in its total sales in April to 7,318 units from 6,846 units sold a year ago, according to an Indian bourse filing on Friday.Domestic sales were up nearly 9% year on year to 6,797 units, while exports plunged over 21% to 362 units.Shares of Eicher Motors rose over 3% in Monday's trade.
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US Markets
South Korea Factory Sector Strengthens in April: PMI Report
South Korea's manufacturers faced rising costs but also stronger demand in April, reported S&P Global on Monday.The seasonally adjusted South Korea manufacturing purchasing managers index (PMI) logged at 53.6 in April, up from 52.6 in March, and striking further above the 50-mark that separates growth from contraction, said S&P Global, citing its monthly survey.South Korea factory-sector "expansion was the strongest since February 2022," advised S&P Global.Demand for South Korean product rose in April, although some customers may have ordered goods as they were concerned about future supply crunches generated by the Persian Gulf war and the blockades on the Strait of Hormuz, said S&P Global.In fact, South Korean manufacturers reported in April they they were depleting inventories and stockpiles to meet demand, and also experienced rising backlogs of work, reported S&P Global.In addition, factory managers faced rising costs of operation in the April."The rate of input price inflation accelerated substantially on the month and reached a series record high," said S&P Global. "Panelists widely attributed the rise to surging raw material prices, which were exacerbated by delivery delays and supply shortages. Oil and fuel were mentioned in particular as being up in price."The nation's factory managers generally passed costs of operation on to customers, noted S&P Global.Citing Persian Gulf turmoil, South Korean factory manager "confidence was the softest for five months amid concerns that the conflict may be prolonged," reported S&P Global.The South Korea manufacturing PMI was compiled by S&P Global from surveys sent to 400 manufacturers from April 9 though April 22.
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Research
Research Alert: CFRA Upholds Buy Rating On Shares Of Broadridge Financial Solutions, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $185 (down by $60) is 18.1x our FY 27 (Jun.) EPS view, vs. BR's three-year historical forward P/E average of 24.9x and the peer average of 16.2x. Our target multiple sits between its historical and peer averages as we balance the company's durable franchise against the increased uncertainty for future revenue conversion stemming from the lowered closed sales outlook. We keep our EPS estimates at $9.55 for FY 26 and $10.24 for FY 27. We believe BR exhibits strong operational fundamentals with 90%+ recurring revenue and robust market positioning, but faces near-term headwinds from lengthening sales cycles (closed sales guidance reduced 13%-17%) and material earnings volatility from $244M in digital asset gains that mask underlying performance. The company's strategic investments in tokenization, AI, and digitization position it well for long-term growth, though execution risk on complex platform deals and working capital management (accounts receivable up $254M) warrant monitoring.
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