-- 香港株式市場は水曜日、中国指導部からの政策シグナルと企業業績改善を受けて反発した。 ハンセン指数は432.06ポイント(1.7%)高の26,111.84で取引を終え、ハンセン中国企業指数は160.79ポイント(1.9%)高の8,805.60となった。 中国共産党政治局は、近代的な産業システムの発展加速、人工知能(AI)の普及拡大、技術的自立とサプライチェーンの強靭化の強化を呼びかけている。 また、消費支援、不動産セクターの安定化、雇用保護、産業過剰生産能力への対策も強調した。 一方、市場はアラブ首長国連邦(UAE)のOPECからの離脱という予想外のニュースも受け止めたが、OPEC自体は存続すると見られている。 企業ニュースでは、上海サンミテクノロジー(香港証券取引所:6810)が香港市場に初上場し、公募価格24.86香港ドルに対し、241%高の84.80香港ドルで取引を終えた。 香港証券取引所(香港証券取引所:0388)は、第1四半期の利益が27%増加したことを受け、株価が3%近く上昇した。 吉利汽車(香港証券取引所:0175)は、第1四半期の利益が27%減少したにもかかわらず、株価が3%近く上昇した。
Related Articles
Research Alert: Regn Posts Strong Q1 Fueled By Dupixent And Eylea Hd Amid Manufacturing Issues
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Regeneron delivered robust Q1 2026 results with total revenues of $3.6B (+19% Y/Y) and non-GAAP EPS of $9.47 (+15% Y/Y), beating consensus estimates. The EYLEA franchise continues to transition from traditional EYLEA to EYLEA HD, with HD sales reaching $468M (+52% Y/Y) while traditional sales declined to $473M (-36% Y/Y) due to biosimilar competition. We view the underlying portfolio strength as encouraging, with Dupixent maintaining exceptional momentum at global sales of $4.9B (+33% Y/Y) and physician unit demand for EYLEA HD increasing 10% sequentially despite inventory normalization. Management expects manufacturing disruptions at the Limerick facility to normalize by the end of Q2, lowering full-year GAAP gross margin guidance to 77%-78%. We believe the company's diversified revenue base and deep pipeline of nearly 50 clinical programs, including the recent Otarmeni approval and advancing Factor XI antibody Phase 3 studies, position REGN well for continued growth despite near-term manufacturing headwinds.
Rita Finance and Leasing Names CFO
Rita Finance and Leasing (BOM:543256, NSE:RFLL) appointed Mukesh Laxman Sharma as chief financial officer of the company, effective Wednesday, according to a same-day filing on Indian bourses.
Sterlite Technologies Returns to Profit in Fiscal Q4
Sterlite Technologies (NSE:STLTECH, BOM:532374) returned to attributable consolidated net profit of 590 million Indian rupees in the fiscal fourth quarter ended March 31, from a loss of 400 million rupees a year ago.Earnings per share stood at 1.17 rupees compared with a loss per share of 0.84 rupees, according to a Wednesday filing by the optic fiber cables manufacturer to the stock exchanges.Revenue from operations in fiscal Q4 increased to 14.4 billion rupees from 10.5 billion rupees a year earlier.