-- 加拿大皇家銀行資本市場（RBC Capital Markets）週五發布的一份報告指出，鑑於全球消費環境充滿挑戰，通膨壓力不斷加劇，可口可樂（KO）預計第一季業績將保持韌性，與預期相符。 分析師在報告中寫道，通路調查顯示，裝瓶商的銷售情況良好，但裝瓶商群體普遍擔憂鋁價上漲、中西部地區溢價以及能源價格持續上漲可能導致的物流和包裝成本增加。 報告也指出，中東衝突導致全球市場能源供應受限，可能造成運輸受限和市場混亂，對銷售量構成風險。該公司可能需要採取價格以外的其他措施來緩解通膨的影響。 加拿大皇家銀行表示，儘管消費環境面臨不利因素，但憑藉其靈活性和與裝瓶商的良好關係，該公司有望實現有機銷售目標。 該機構維持對可口可樂股票的「跑贏大盤」評級，目標價為每股87美元。
Price: $76.71, Change: $+0.42, Percent Change: +0.56%
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.