-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を1ドル引き上げ、27ドルとします。これは、2026年FFO予想の株価収益率（P/FFO）が14.4倍となることを前提としており、過去3年間のP/FFO平均12.6倍を上回り、小売業界平均（14.8倍）とほぼ同水準です。2026年FFO予想を0.02ドル引き上げ、1.87ドルとします。また、2027年FFO予想も0.02ドル引き上げ、1.93ドルとします。第1四半期の新規リース賃料収入は23.8%と引き続き好調で、KIMの物件に対する需要の高さを改めて示しています。この新規リース収入の増加により、契約済み未着工物件のパイプラインは過去最高の7,700万ドルに達しました。経営陣は、テナントの信用力は記憶にある限り最も高い水準にあるとコメントしており、これは近年、KIMがeコマース競争の影響を受けにくいテナントを選定してきた成果と言えるでしょう。KIMは引き続き、成長率の低い資産や土地リースを再利用し、その収益を1031交換による買収に活用しています。2026年満期の債務が増加しており、2026年下半期には8億ドルの借り換えが見込まれ、金利は100～125ベーシスポイント上昇すると当社は考えています。
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Australia
JPMorgan Adjusts Price Target on Norwegian Cruise Line to $14 From $18, Maintains Neutral Rating
Norwegian Cruise Line (NCLH) has an average rating of overweight and mean price target of $24.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $17.06, Change: $-1.76, Percent Change: -9.33%
$NCLH
US Markets
Equities Fall Intraday, Oil Prices Climb as Traders Monitor Middle East Developments
US benchmark equity indexes were lower intraday and oil prices jumped as fighting in the Iran war flared up again.The Dow Jones Industrial Average was down 1% at 49,011.4 after midday Monday, while the S&P 500 lost 0.5% to 7,196.7. The Nasdaq Composite fell 0.3% to 25,038.8. The Nasdaq and the S&P 500 reached new peaks in the previous session.Barring energy, all sectors were in the red, led by materials.Brent crude jumped 6.1% to $114.79 per barrel, while West Texas Intermediate crude rose 4% to $106.13.The US military destroyed six Iranian boats in the Strait of Hormuz on Monday after Tehran attacked US Navy ships and commercial vessels, CNN reported, citing Admiral Brad Cooper, the head of the US Central Command.Tehran fired missiles and drones at the United Arab Emirates, the UAE's Defence Ministry said in a post on X earlier in the day.US President Donald Trump's initiative to escort commercial ships through the Strait of Hormuz began on Monday. Two US-flagged vessels passed through the strait, the Central Command said Monday, after denying claims from Iran that a US ship had been hit.Iran's Islamic Revolutionary Guard Corps said no commercial vessels or oil tankers had transited the narrow waterway, CNN reported.Meanwhile, the Israeli military reportedly issued an evacuation order for 10 villages in southern Lebanon."Notwithstanding the recent powerful rallies in stocks, challenges remain to finding resolution for the conflict and in our view persist as a potential negative overhang to market performance with news flow from the Middle East, the price of oil, and supply chain disruptions adding to inflation risks near term," Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus said in a report. "That said, stock prices in the US continue to reflect in our view an appreciation for the fundamentals that matter most for revenue and profit growth."S&P 500 companies' quarterly earnings and revenue growth accelerated compared with figures from a week ago, Oppenheimer Asset Management said Monday.In company news, Norwegian Cruise Line (NCLH) lowered its full-year earnings outlook on Monday amid higher fuel costs and weak consumer demand due to the Middle East conflict, while the cruise operator's first-quarter revenue fell short of market estimates. The stock was down 8.9% intraday, the second-worst performer on the S&P 500.EBay (EBAY) shares were up 5.6%, among the best performers on the S&P 500, after video game retailer GameStop (GME) proposed to acquire the e-commerce company in a cash-and-stock deal worth about $55.5 billion. Shares of GME slumped 7.7%.Palantir Technologies (PLTR), Advanced Micro Devices (AMD), Disney (DIS), Uber Technologies (UBER), Shopify (SHOP), Pfizer (PFE) and McDonald's (MCD) are among major companies that are scheduled to release quarterly financials this week.Traders will be looking ahead to fresh labor market data later this week, beginning with the Job Openings and Labor Turnover Survey for March on Tuesday, followed by the ADP employment report for April on Wednesday. The Challenger Job Cut report and the government's nonfarm payrolls data, both for last month, are scheduled to be released on Thursday and Friday, respectively."Focus shifts from Big Tech to consumer-facing earnings and macro validation," Saxo Bank said in a report. "US earnings from Disney, Airbnb (ABNB), and McDonald's will test demand resilience, while the US jobs report will determine whether strong growth can sustain current equity levels."US Treasury yields were higher intraday, with the 10-year rate up seven basis points at 4.45% and the two-year rate rising 8.5 basis points to 3.98%.Gold fell 2.2% to $4,540.50 per troy ounce, while silver declined 3.7% to $73.62 per ounce.
$^DJI$^IXIC$^SPX$ABNB$AMD$DIS$EBAY$GME$MCD$NCLH$PFE$PLTR$SHOP$UBER
Australia
Market Chatter: Apple Plans Pass-Building Tool for Next iPhone Software Upgrade
Apple (AAPL) is planning to introduce a new feature for its next iPhone software update that will allow users to develop and personalize their own digital tickets and gift cards in the Wallet app, Bloomberg reported Monday, citing people familiar with the matter.The pass-building feature for iOS 27 Wallet is expected to address the issue of many services still not offering passes compatible with the Wallet platform, sources told Bloomberg.The feature allows users to take a QR code and generate a custom pass around it, people told the media outlet.Apple did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $277.34, Change: $-2.92, Percent Change: -1.04%
$AAPL