-- 加拿大皇家銀行資本市場（RBC Capital Markets）在一份研究報告中指出，由於網路安全事件對其營運造成了重大影響，史賽克（Stryker，股票代碼：SYK）預計將在5月1日公佈的第一季業績中受到財務影響。 RBC下調了對該公司第一季的業績預期，預計調整後稀釋每股收益為2.86美元，營收為62.3億美元。 RBC週一表示，網路攻擊似乎主要影響了史賽克的內部業務系統，而非其產品組合。 RBC表示，該公司認為這次網路攻擊可能不會對其2026年8%至9.5%的有機營收成長預期產生重大影響，對此感到欣慰。但RBC補充說，該預期上調的空間“可能有限”，目前尚不清楚損失的銷售額能否在今年晚些時候恢復。 該銀行維持對 Stryker 的「跑贏大盤」評級，目標價為 435 美元，並表示它仍然認為該公司是「其醫療技術覆蓋範圍內質量最高、防禦性最強的公司之一，能夠實現持久增長」。
Price: $351.43, Change: $+4.19, Percent Change: +1.21%
Statistics Canada's advance estimate points to a 0.6% month-over-month nominal increase in March retail sales, said National Bank of Canada after Friday's data.Given the surge in gasoline prices that occurred in the month, this figure heavily reflects higher prices at the pump. As a result, in real terms, retail sales could register a contraction in the final month of Q1, noted the bank.Nonetheless, for the quarter, information received to date indicates that real retail sales could grow at a 4.7% annualized pace, following a 2.0% decline in the previous quarter -- marking the strongest quarterly performance since Q4 2024, stated National Bank.This is all the more impressive as it is occurring against a backdrop of demographic contraction, pointed out the bank.Indeed, the most recent figures from StatsCan indicate that the country's population declined for a second consecutive quarter -- an unprecedented development.As a result, real retail spending per capita is tracking a 5.2% increase in Q1, a rebound from the sluggish prints seen in 2025. Still, National Bank thinks that this momentum could fade fast as the year progresses.As a result of the conflict in the Middle East, households will face an erosion in purchasing power in the coming months. This, combined with a mortgage interest-payment shock and a still fragile labor market, could weigh on discretionary spending going forward, according to the bank.
Cinemark (CNK) is set to benefit from a more consistent release slate over the next several quarters and further market share gains, Wedbush said in a Monday note."The summer slate, especially in Q3, is shaping up very nicely," the report said.The note said theater investments, including laser projectors, premium seats and screens, IMAX expansion, and strategic pricing could drive market share gains. It also pointed to other benefits such as new builds and returning cash to shareholders.For its Q1 results due May 1, Wedbush expects Cinemark to post Q1 revenue of $638 million, against consensus of $629 million, and a loss of $0.03 per share, against consensus of $0.16 loss.Wedbush kept its outperform rating and a $37 price target.Price: $29.40, Change: $+0.92, Percent Change: +3.23%
The blue-chip Swiss Market Index was down 0.03% on Monday's close, as investors gear up for a busy week of corporate updates, economic data prints and key monetary policy decisions.Santhera Pharmaceuticals (SANN.SW) secured a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use to expand the approval of its Duchenne muscular dystrophy drug Agamree to include the treatment of children who are at least two years old. The drug is currently approved for use on patients aged four and above. The Swiss specialty pharmaceutical company's shares gained 8.38% at closing.Meanwhile, RBC Capital Markets reiterated its outperform rating on Lonza Group (LONN.SW), with a price target of 670 francs, amid expectations that the Swiss pharmaceutical manufacturer's upcoming first-quarter update would be "uneventful." At the end of the trading day, the stock was up 1.83%."We do not see the Q1 qualitative update on 8 May to be a major catalyst for the stock now that Vacaville-specific commentary will no longer be provided, and any further weakness in Specialized Modalities should not be a surprise. We have also taken the opportunity to refresh and add to our commercial product (Enflonsia) and pipeline trackers. There has been some clinical progress, but consensus forecasts have been pushed out a little (aggregate peak sales estimates are unchanged)," the research firm said, noting that it views Lonza as an "attractive and undervalued compounding investment story."The local economic news calendar was empty for the day, while the release of the Swiss KOF Economic Barometer and the UBS & CFA Society Switzerland's economic sentiment index for April, as well as the country's March retail sales figures are on the agenda over the coming days. Market watchers are also awaiting the rate decisions of the US Federal Reserve, the European Central Bank, and the Bank of England.