-- 加拿大皇家銀行資本市場分析師週四在致客戶的報告中指出，Adobe (ADBE) 預計將在下週的峰會上重點關注合作夥伴關係和產品發布，突出其端到端的工作流程。 分析師表示，儘管投資人熱衷於年度經常性收入的再次加速成長，但投資報酬率才是 GenAI 價值主張的核心，也應該是本次高峰會的重點。 加拿大皇家銀行表示，也將關注 GenAI 如何為公司的年度經常性收入帶來淨收益的更多細節，包括免費增值模式的轉換和積分消耗情況的最新進展。 分析師指出，考慮到近期宣布的執行長更迭，Adobe 在本次峰會上提供長期業績指引的可能性不大。 加拿大皇家銀行補充道，預計 Adobe 未來 12 個月的表現將優於同業。 加拿大皇家銀行分析師維持對該股的「跑贏大盤」評級，但將目標價從 400 美元下調至 350 美元。
Price: $250.76, Change: $+2.60, Percent Change: +1.05%
Clinuvel Pharmaceuticals (ASX:CUV) is unlikely to seek regulatory approval for Scenesse in vitiligo until the Phase 3 CUV105 and CUV107 clinical trials are completed, according to a Friday Jefferies note.The company said on Friday that the European Medicines Agency (EMA) has proposed evaluating the company's Scenesse drug for the treatment of systemic vitiligo based on a "totality of evidence" regulatory approach.Jefferies said that the EMA's decision is a positive for the company because of the high unmet medical need for Vitiligo treatment.The investment firm has pushed back its revenue expectations from Scenesse in vitiligo, which is now expected to begin in the second half of fiscal 2029 rather than fiscal 2028.Jefferies kept a buy rating on Clinuvel and cut its price target to AU$39.20 from AU$40.50.
Australian shares are set to open flat on Monday, as oil prices climbed almost 2% following stalled US-Iran peace negotiations and restricted flows through the Strait of Hormuz, tightening global supply and pushing Brent crude above $107 a barrel.On April 25, the S&P 500 and the Nasdaq Composite rose 0.8% and 1.6%, respectively, while the Dow Jones Industrial Average fell 0.2%.In the macroeconomy, investors are eyeing the release of Australia's consumer price index report on Wednesday.In corporate news, Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier, according to a Monday filing with the Australian bourse.IperionX's (ASX:IPX) titanium powder production operations in Virginia, US, transitioned to an around-the-clock production schedule during the March quarter, advancing from commissioning to continuous operations, according to a Monday filing with the Australian bourse.Australia's benchmark index fell 0.1% or 6.9 points to close at 8,786.50 on April 24.
Cobre (ASX:CBE) has appointed Kaveen Bachoo as chief financial officer, effective April 28, according to a Monday filing with the Australian bourse.Bachoo has over 20 years of finance leadership experience in the mining sector, including executive positions at Glencore.