-- 加拿大皇家銀行資本市場（RBC Capital Markets）在周五的一份報告中指出，Wayfair (W) 預計將在周四公佈第一季財報時展現強勁的業績，但持續不斷的伊朗戰爭仍對其股價構成壓力。 RBC維持了對該公司第一季淨銷售額成長5.7%的預期，與市場普遍預期一致。報告稱，受1月底冬季風暴「弗恩」（Fern）的負面影響，交易量和網站流量數據在本季均有所改善。 報告也指出，受中東戰爭導致原油價格上漲的影響，Wayfair第一季的毛利率可能會出現波動；此外，由於去年的技術重組導致外包勞動成本上升，其支出也可能增加。 展望第二季度，RBC表示，由於消費者正在消化品類通膨和汽油價格上漲可能抑制非必需品銷售，Wayfair管理層預計將把該季度營收預期設定在個位數低段至個位數中段。 RBC維持對該股與業界持平的評級，目標價為92美元。
Price: $78.99, Change: $+2.05, Percent Change: +2.66%
iSoftStone Information Technology (SHE:301236) posted first-quarter net loss attributable to shareholders of 349.9 million yuan, widening from a loss of 197.7 million yuan in the same period the previous year.Loss per share ballooned to 0.35 yuan from 0.21 yuan, according to a filing with the Shenzhen bourse on SaturdayThe IT service and consulting company's revenue, however, jumped 16% to 8.12 billion yuan from 7.01 billion yuan a year prior.iSoftStone's shares slumped 7% in late-afternoon trade on Monday.
ChinaLin Securities (SHE:002945) posted first-quarter attributable net profit of 93.8 million yuan, down 9.0% from 103.0 million yuan the previous year.Earnings per share declined to 0.0347 yuan from 0.0382 yuan, according to a weekend filing on the Shenzhen bourse.The securities broker's operating revenue climbed 15% year over year to 373.9 million yuan from 324.6 million yuan.
Philippine business sentiment deteriorated sharply in March as concerns over higher fuel costs stemming from Middle East tensions dampened outlook, The Bangko Sentral ng Pilipinas survey showed Friday.The confidence index plunged to -24.3% from 8.2% in February, while the outlook for the next quarter fell to -17.3% from 37.4%.The 12-month outlook remained positive but weakened significantly to 11.7% from 51.1%, reflecting worries over geopolitical risks and ongoing inflation, the central bank said.Hiring plans also softened for both the coming quarter and year, indicating slower job growth ahead.Firms expect inflation to rise above the central bank's 3% target but stay within its allowed range, with the central bank ready to act if pressures increase., the report said.