-- 傑富瑞週二在一份報告中指出，儘管國民保險繳款（NIC）對現金流的拖累加劇，股息收益率的提升有限，但澳大利亞彩票公司（ASX：TLC）更新後的股息框架應能將槓桿率維持在合理範圍內。 該公司與維多利亞州政府達成協議，將公共彩券牌照延長40年。執照有效期限至2068年6月30日，公司需向維多利亞州政府預付11.5億澳元的溢價。這筆款項將在2027財年上半年全數支付。 分析師預計，該公司將專注於內生成長機會，並可能尋求其他收入來源，例如優化投資組合。 該投資公司維持對澳洲彩券公司的「持有」評級，並將目標股價從每股6澳元下調至5.60澳元。
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Dexin Services' Controlling Shareholder Declared Bankrupt
Dexin Services (HKG:2215) said controlling shareholder Hu Yiping was adjudged bankrupt by the High Court of the British Virgin Islands, according to a Wednesday Hong Kong bourse filing.Hu ceased to be chairman of the company on April 28, the filing said.Following the bankruptcy order, Hu's assets, including his interest in Shengfu International, will vest in the official receiver and/or trustee in bankruptcy, which may result in a future change in control of the company.Dexin Services said the bankruptcy order was made against Hu personally rather than the group or its assets, and is not expected to have a significant impact on its operations or financial performance.
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Asia
Medibank Private Expected to Meet Fiscal Year 2026 Outlook, Jefferies Says
Medibank Private (ASX:MPL) is expected to meet its fiscal year 2026 outlook, given that policyholder growth is typically highest in the fiscal fourth quarter, Jefferies said in a note on Tuesday.Its resident policyholder growth of 2.3% in the twelve months to December 2025, outpacing industry growth of 2.1%, implies market share gain even with heightened competition.The fiscal third quarter claims growth was consistent with the industry, and Medibank paid AU$39.3 million to private hospitals under partnership initiatives over the nine months of the fiscal year, compared with AU$36.6 million in fiscal 2025.Its claims growth was consistent with recent industry trends, with some benefit from proactive claims management. It guided to fiscal year 2026 claims per policy unit of 2.6% to 2.9% on the prior corresponding period.The investment firm retained the hold rating on Medibank and raised the price target to AU$5.15 from AU$4.90.
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Asia
Market Chatter: ASEAN Leaders to Gather in Philippines as US-Iran War Pressures Region
Leaders of the Association of Southeast Asian Nations (ASEAN) are set to confront the widening economic shock of the Iran conflict at this week's summit in the Philippines, with inflation and supply disruptions taking center stage, Nikkei Asian Review reported on Wednesday.The talks will also cover the crisis in Myanmar and efforts to advance a South China Sea code of conduct. Attacks linked to the US-Iran war have choked shipping through the Strait of Hormuz, disrupting global supplies of oil and gas and leading to surging prices. Energy-importing economies such as the Philippines, Thailand and Vietnam are facing rising costs and strained supply chains, prompting subsidies, shorter work weeks and emergency measures. reportedly.Analysts say ASEAN's calls for de-escalation have had a limited impact, leaving leaders under pressure to respond. Divisions persist over Myanmar policy, while long-running negotiations with China on a South China Sea code are unlikely to conclude soon amid competing priorities and geopolitical tensions, the Nikkei said.The 48th ASEAN Summit and related meetings are taking place in Cebu, Philippines, from May 6 to May 8, 2026.(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.)
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