-- 加拿大皇家银行资本市场分析师周四在致客户的报告中指出，Adobe (ADBE) 预计将在下周的峰会上重点关注合作伙伴关系和产品发布，突出其端到端的工作流程。 分析师表示，尽管投资者热衷于年度经常性收入的再次加速增长，但投资回报率才是 GenAI 价值主张的核心，也应该是本次峰会的重点。 加拿大皇家银行表示，还将关注 GenAI 如何为公司的年度经常性收入带来净收益的更多细节，包括免费增值模式的转化和积分消耗情况的最新进展。 分析师指出，考虑到近期宣布的首席执行官更迭，Adobe 在本次峰会上提供长期业绩指引的可能性不大。 加拿大皇家银行补充道，预计 Adobe 未来 12 个月的表现将优于同行。 加拿大皇家银行分析师维持对该股的“跑赢大盘”评级，但将目标价从 400 美元下调至 350 美元。
Price: $250.76, Change: $+2.60, Percent Change: +1.05%
German exporters turned slightly optimistic in April, while the overall sector moved neither forward nor backward due to geopolitical uncertainty, the ifo Institute said Monday.The ifo export expectations indicator increased to 0.1 point in April, from -0.7 points in March, as positive expectations roughly offset negative ones.Across the board, the export outlook for the automotive industry, electronics sector, and furniture manufacturers declined but remained generally positive. Expectations for shipments of food and beverages increased "significantly," while energy-intensive businesses forecasted lower exports.
Big Banc Split (BNK.TO) intends to complete a stock split of its Class A shares, citing strong performance of the shares, the fund said late on Friday.Class A shareholders of record at the close of business on May 1 will receive 20 additional Class A shares for every 100 Class A shares held.At completion of the share split, the Class A shares are expected to begin trading on an ex-split basis at the opening of trading on May 4.The preferred shares of the fund will not be affected and are expected to have downside protection from a decline in the value of the fund's portfolio of about 60%.Class A unitholders will continue to receive regular monthly non-cumulative cash distributions initially in the amount of $0.12 per Class A share, or $1.44 per year, following the Share Split. As a result, the total dollar amount of distributions to be paid to the holders of Class A shares is expected to increase by about 20%.The share split is subject to the approval of the Toronto Stock Exchange.
The Confederation of British Industry distributive trade survey's retail sales balance fell to -68% in April from -52% in March, according to data published Monday.The consensus estimate was -42% for the month, according to Investing.com data.