-- 加拿大皇家銀行資本市場（RBC Capital Markets）週四發布的研究報告指出，儘管雅培公司（ABT）在第一財季面臨挑戰且業績喜憂參半，並下調了2026年有機營收預期，但其終端市場依然保持健康。 分析師在報告中寫道，該公司第一財季面臨許多不利因素，包括呼吸系統疾病市場疲軟、持續血糖監測業務表現不佳、美國結構性心臟病業務發展趨勢艱難以及營養品業務受阻。 該券商預計雅培2026年每股收益為5.48美元，營收為505.4億美元。 報告指出，受營養品業務復甦跡象顯現、電生理業務成長、核心實驗室診斷業務改善、成熟藥品業務強勁表現以及Exact Sciences整合至癌症診斷業務等因素的推動，雅培預計在下半年加速成長。 該券商重申了對雅培股票的「跑贏大盤」評級，並將目標價從135美元下調至130美元。
Price: $96.67, Change: $+1.20, Percent Change: +1.26%
Axis Bank (NSE:AXISBANK, BOM:532215) consolidated net profit increased to 76.0 billion Indian rupees in the quarter ended March 31, against 74.8 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.The banks' shares were down over 3% in Monday's trade.Earnings per share climbed to 24.33 rupees compared with the year-ago figure of 24.01 rupees.Interest earned by the lender in fiscal Q4 also grew year on year to 341.7 billion rupees from 324.5 billion rupees a year earlier.The board of directors recommended a dividend of 1 rupee per share for the financial year ended March 31.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $3 to $153, assuming an EV/EBITDA of 7.0x our 2027 EBITDA estimate, above NEM's three-year average forward EV/EBITDA of 6.5x and above peers' 6.0x. We raise our 2026 EPS estimate by $1.67 to $10.31 and our 2027 EPS forecast by $2.09 to $12.89. Newmont remains on track to deliver its 2026 guidance of 5.3 million gold ounces, though management characterizes 2026 as a trough year due to planned mine sequencing at several operations. The company is well-positioned for production growth beginning in 2027, with a longer-term outlook of approximately 6 million ounces of gold and 150,000 tonnes of copper annually. Key growth drivers include completion of Tanami Expansion 2 (2H 2027), ongoing development of Cadia panel caves, and the Ahafo North ramp-up. NEM's world-class portfolio, coupled with robust free cash flow generation in a supportive gold price environment, supports sustained capital returns through its enhanced capital allocation framework.
Aye Finance's (NSE:AYE, BOM:544699) consolidated profit rose sharply to 859.1 million Indian rupees in the fiscal fourth quarter ended March 31, from 407.0 million rupees a year ago.The financial services company's earnings per share came in at 3.85 rupees from 2.09 rupees a year ago, according to a Monday filing to the Indian bourses.Revenue from operations in fiscal Q4 also increased to 5.28 billion rupees from 4.09 billion rupees a year ago.The company's shares were up over 4% in recent trade.