-- 加拿大皇家银行资本市场（RBC Capital Markets）在一份研究报告中指出，由于网络安全事件对其运营造成了重大影响，史赛克（Stryker，股票代码：SYK）预计将在5月1日公布的第一季度业绩中受到财务影响。 RBC下调了对该公司第一季度的业绩预期，预计调整后稀释每股收益为2.86美元，营收为62.3亿美元。RBC周一表示，此次网络攻击似乎主要影响了史赛克的内部业务系统，而非其产品组合。 RBC表示，该公司认为此次网络攻击可能不会对其2026年8%至9.5%的有机营收增长预期产生重大影响，对此感到欣慰。但RBC补充说，该预期上调的空间“可能有限”，而且目前尚不清楚损失的销售额能否在今年晚些时候恢复。 该银行维持对 Stryker 的“跑赢大盘”评级，目标价为 435 美元，并表示，它仍然认为该公司是“其医疗技术覆盖范围内质量最高、防御性最强的公司之一，能够实现持久增长”。
Price: $351.43, Change: $+4.19, Percent Change: +1.21%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.
Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.
Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.