FINWIRES · TerminalLIVE
FINWIRES

五一勞動節歐洲市場交投清淡,富時100指數小幅走低;英國製造業指數接近四年高點。

By

-- 除富時100指數小幅下跌0.1%外,歐洲主要股市週五因五一勞動節休市。 英國方面,經季節性調整的標普全球英國製造業採購經理人指數(PMI)4月升至53.7,創下自2022年5月以來的最高水準。 同時,根據全國房屋價格指數(Nationwide House Price Index),英國4月平均房價年增3%,達到278,880英鎊。 在企業新聞方面,怡安集團(Aon)週五公佈了第一季經調整後的每股收益為6.48美元,高於去年同期的5.67美元。 FactSet調查的分析師先前預期為6.37美元。 截至3月31日的第一季,怡安集團營收為50.3億美元,高於去年同期的47.3億美元。 FactSet調查的分析師先前預期為49.7億美元。 該公司重申2026年業績指引,預計有機營收將實現中等個位數或更高的成長,調整後每股盈餘也將實現「強勁」成長。 怡安集團(Aon)股價在倫敦上漲3.5%。 英國藥品和保健產品監管局(MHRA)週五宣布,葛蘭素史克(GSK)的Linerixibat(商品名為Lynavoy)已獲批准用於治療成人原發性膽汁性膽管炎引起的瘙癢。 MHRA表示,這種口服療法旨在減少與這種罕見肝病相關的膽汁酸積聚,從而緩解持續性搔癢。 葛蘭素史克(GSK)股價在倫敦下跌1.5%。 阿斯特捷利康(AstraZeneca)週四表示,美國食品藥物管理局(FDA)腫瘤藥物諮詢委員會已認可Truqap合併阿比特龍和雄性激素剝奪療法治療前列腺癌患者的獲益風險比。 該公司表示,該藥物的具體適應症是PTEN缺陷型轉移性荷爾蒙敏感性前列腺癌。阿斯特捷利康稱,委員會以7比1的投票結果通過了該項批准,另有一名成員棄權。 這家英國製藥公司的股價在倫敦下跌了近3%。 諾和諾德週五宣布,已將其用於治療第2型糖尿病的口服索瑪魯肽藥物(原名Rybelsus)更名為Ozempic。 該公司表示,從下週一開始,Ozempic的1.5毫克、4毫克和9毫克錠將在美國上市,供第二型糖尿病成人患者使用。該公司稱,Rybelsus於2019年首次獲得FDA批准,提供3毫克、7毫克和14毫克片劑。 諾和諾德公司表示:“新型Ozempic片劑的作用機制與3毫克、7毫克和14毫克的司美格魯肽片劑類似,療效和安全性與原始配方相同,但藥片更小。” 這家丹麥製藥公司的股票在哥本哈根上漲了1.4%。 英國國民西敏寺銀行(NatWest)週五公佈了第一季財報,每股基本收益為0.179英鎊(0.24美元),高於去年同期的0.155英鎊。 FactSet調查的分析師此前預期為0.169英鎊。 截至3月31日的第一季總收入(淨利息收入和非利息收入之和)為43.6億英鎊,高於去年同期的39.8億英鎊。 FactSet調查的分析師先前預期為43億英鎊。 該公司目前預計,2026年不計重大項目的收入將達到先前預期範圍(172億英鎊至176億英鎊)的上限。 這家英國銀行的股票在倫敦下跌了3.2%。

Related Articles

Mining & Metals

Update: WTI Oil Falls As Iran Offers New Peace Plan

West Texas Intermediate (WTI) crude oil closed lower Friday as Iran made a new peace proposal, however U.S. President Trump rejected the plan.WTI crude oil for June delivery closed down US$3.13 to US$101.94 per barrel, while July Brent oil was last seen down US$2.177 to US$108.23.Reuters reported Iran offered a new proposal to reach a peace deal with the United States. While details were not disclosed Trump rejected the plan, telling reporters he was not satisfied with the plan. However he confirmed indirect talks mediated by Pakistan are continuing by phone.Oil remains in short supply following the closure of the Strait, the chokepoint for exports from the Persian Gulf nations that accounted for 20% of daily demand. The lack of supply has pushed up crude oil prices by more than half since the Feb.28 start of the war amid shortages of crude oil and refined products, with Nymex gasoline futures up 81% since the war began while supplies of aviation are tightening.The supply crunch comes ahead of the May 23 start to the Memorial Day weekend, the traditional start of the summer driving season, when demand for fuel peaks, which is likely to push prices even higher."With summer demand season quickly approaching, we see a path for oil prices to exceed the 2022 and even 2008 highs, especially as sentiment may finally be shifting on the duration of the Hormuz blockage," Helima Croft, Head of Global Commodity Strategy and MENA Research at RBC Capital Markets, wrote.

$CLM6$LCON6$USO
Australia

GoDaddy Faces AI Fears Head-On, RBC Says

GoDaddy (GDDY) reported a "very clean" Q1 and reiterated its full-year outlook even as the stock likely more priced for a guide down, RBC Capital Markets said in a note Friday.The report pointed to positives in the quarter, including bookings for its Applications and Commerce that decelerated in-line to 9% which was expected after last quarter's discounting."Discounting continues but is stable and given the AI concerns,A&C must maintain at least LDD growth rates going forward if the stock is to work," the note said.The report also said margins came in ahead, making the rest of the year look like a lay-up.RBC kept its outperform rating with a price target of $95.Price: $86.93, Change: $+0.13, Percent Change: +0.16%

$GDDY
Mining & Metals

CIBC Raises Its Primaris REIT Price Target By C$2, Reiterates its Outperformer Rating

CIBC Capital Markets reiterated its outperformer rating on the shares of Primaris Real Estate Investment Trust (PMZ-UN.TO) while raising its price target to C$22.00 from C$20.00 on Thursday, following PMZ's first quarter results on Wednesday.PMZ reported Q1 FFO/unit of $0.425 (-3.2% Y/Y), broadly in line with consensus, noted CIBC."Our 2027 FFO/unit estimate rises by near 2%, as we better reflect the improved leasing cadence on the ground," said CIBC, adding it $22 price target is based on an 11 times 2027 estimated FFO/unit multiple (10.2 times previously), translating to a 5% discount to the bank's revised one-year-out NAV (9% previously), "reflective of its risk, growth prospects, and leverage versus peers."CIBC also reiterated its belief that PMZ unitholders will benefit from occupancy improvements and rent growth over the long term. Tenant relationships for mall operators matter given the reach of their typically national tenant base, CIBC said. Controlling increasingly more productive assets through acquisition and organic growth will increase PMZ's importance to these national tenants, the bank added."PMZ's ability to fund its capex and distribution from its own rents and low balance sheet leverage drive a lower financial risk profile that offsets the risk of owning a higher-risk asset class in enclosed malls," added CIBC. Trading at an implied cap rate of near 8.7% on achievable forecasts, CIBC believes investors are being well compensated for the operating risks involved with owning PMZ units (e.g., anchor tenant transitions) versus the balance of the large-cap Canadian retail REIT universe (trading at estimated implied cap rates of 5.8%-7.1%)."CIBC noted on the call that Primaris will provide a detailed update on its HBC progress in the next 60 days, once it has a significant number of fully executed leases in place, and also that CRU leasing momentum "accelerated meaningfully" in Q1, with management highlighting record new deal volumes and pricing.Price: $19.01, Change: $+0.14, Percent Change: +0.74%

$PMZ-UN.TO