-- 加拿大皇家銀行資本市場（RBC Capital Markets）在一份報告中指出，美國運通（AXP）第一季業績表現良好，帳單和營收成長勢頭強勁，新卡發行量也保持穩健，使其成為優質核心持倉，且對帳單、營收和每股盈餘前景持「穩健」看法。 該券商週四在一份報告中表示，管理層對中期前景保持樂觀，並對美國運通推動強勁成長和獲利的能力充滿信心。 該公司在高端和付費客戶類別中透過產品更新和新客戶拓展取得了成功，加拿大皇家銀行預計白金卡的更新將繼續帶來利好。 該投資公司表示，美國運通的客戶群保持了強勁的韌性，表現良好，尤其是在年輕的高端客戶群中。 管理層預計2026年每股收益為17.30美元至17.90美元，營收成長9%至10%。該公司的目標是長期年營收成長超過10%，年每股收益成長達15%左右。根據報告，RBC維持對美國運通2026年每股收益17.80美元和2027年每股收益20.50美元的預期。 RBC對美國運通的評級為“跑贏大盤”，目標價為415美元。
Price: $313.19, Change: $-5.36, Percent Change: -1.68%
Malaysian palm oil futures slipped on Monday, pulling away from crude oil prices, as weaker exports and a stronger local currency weighed on sentiment.Reversing the previous session's gains, the Bursa Malaysia Derivatives' May crude palm oil contract fell 0.66% to 4,487 Malaysian ringgit ($1,134.94) per metric ton. The June contract dropped by 0.96% to 4,521 ringgit/mt in midday trade.Malaysian shipments for the April 1-25 period reportedly declined 15.7% from a month earlier, according to cargo surveyors cited by Trading Economics.A stronger Malaysian ringgit, which rose against the US dollar by 0.28% on Monday, could further pressure exports as it makes them costlier.The recent drop in Malaysian shipments followed a 29.1% year-over-year rise in Q1 exports, as buyers advanced purchases due to the expected surge in shipping costs and as volumes of rival Indonesian cargoes softened due to higher export levies.Indonesia's move to raise its palm-based biodiesel blending to 50% from 40% beginning July 1 could further lift Malaysian exports going forward.The Malaysia Palm Oil Council said Indonesia's B50 program could absorb an additional 3 million metric tons per year of palm oil. Annual domestic consumption in Thailand could also increase by 350,000 metric tons as the country moves to B7 from B5, while demand in Malaysia could rise by 300,000 mt as the government raises its biodiesel blend to B15 from B10.Rising biofuel demand, elevated crude oil prices, and supply risks from the potential development of an El Nino weather trend will support palm oil prices, with the MPOC projecting them at around 4,500 ringgit/mt in the near term."However, further gains are likely to be capped by softer export demand amid inflation and weaker economic growth in key importing countries, alongside rising stocks as palm oil production gradually enters its seasonal peak," the MPOC said.According to Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, palm oil prices could trade between 4,200 ringgit/mt and 4,300 ringgit/mt this week due to profit taking.
South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.
SG Micro's (SHE:300661) attributable profit surged 107% to 123.7 million yuan in the first quarter from 59.8 million yuan in the year-ago period, according to a Monday filing with the Shenzhen bourse.Earnings per share at the integrated circuit manufacturer increased to 0.1975 yuan from 0.0965 yuan in the prior-year period.Operating revenue grew 39% year over year to 1.10 billion yuan from 789.6 million yuan.