-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二在一份報告中指出，德州牛排館（Texas Roadhouse，股票代碼：TXRH）第一季同店銷售額預計將略高於預期，但高企的牛肉零售價格和利潤率改善前景不明朗，使得風險/回報保持平衡。 該券商預測，在強勁的潛在需求和高牛肉零售價格可能帶來的客流量成長的支撐下，德州牛排館第一季同店銷售額將成長8%，高於7.2%的市場普遍預期。然而，RBC表示，由於牛肉價格持續高企帶來的壓力，預計其利潤率將低於預期，獲利預期也將低於市場普遍預期。 報告指出，由於育肥牛價格持續上漲，投資者情緒“略顯負面”，這繼續對盈利能力構成壓力，且短期內供應改善的跡象“微乎其微”。該券商指出，重建牛群可能需要長達18個月的時間才能增加供應並緩解價格壓力，並補充說，預計第一季報告中牛肉供應情況不會有所改善。 RBC維持對德州牛排館的「與業界持平」評級，並將目標價從195美元下調至175美元。
Price: $159.42, Change: $-1.63, Percent Change: -1.01%
Oil prices gained on Monday with Brent hitting a near three-week high as stalled peace talks and a lengthening Strait of Hormuz closure tightened global supplies of crude.Front-month West Texas Intermediate crude futures added 0.6% to $94.95 per barrel, while Brent futures were up 0.9% to $106.25/bbl."Oil continues to grind higher as the Strait of Hormuz remains effectively closed, extending disruptions across the Middle East that continue to tighten the availability of critical commodities - from crude, fuel and gas to metals, fertilizers and petrochemicals," Saxo Bank analysts said."Brent crude trades at a three-week high as efforts to revive peace talks have stalled, with an Iranian proposal reportedly calling for nuclear negotiations to be postponed to a later stage."With Goldman Sachs and Eni sharply raising their forecasts, the market is now pricing in a long-term standoff over critical energy corridors.Goldman Sachs revised its fourth-quarter Brent outlook upward to $90 per barrel, rising from its previous $80 forecast and exceeding the current trading average of $88, analysts noted.Italian major Eni (E) cautioned that the market is underestimating the conflict's duration, hiking its 2026 Brent projection to $83.Last week marked a massive pivot in sentiment as the market looked more despondent over an imminent end to the conflict. Brent posted a 17% weekly gain and WTI surged over 13%.
Nippon Life India Asset Management (NSE:NAM-INDIA, BOM:540767) said its consolidated profit attributable to the owners rose to 3.85 billion Indian rupees in the fiscal fourth quarter from 2.99 billion rupees a year ago.Earnings per share for the quarter ended March 31 climbed to 5.93 rupees from 4.65 rupees a year earlier, according to a Monday filing.Revenue from operations increased year on year to 7.39 billion rupees from 5.67 billion rupees.Additionally, the board of the company recommended a final dividend of 12.50 rupees per share for fiscal year ended March 31.
Kinsale Capital Group (KNSL) has an average rating of hold and mean price target of $362.56, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)