-- 加拿大皇家银行资本市场（RBC Capital Markets）周二在一份报告中指出，德州牛排馆（Texas Roadhouse，股票代码：TXRH）第一季度同店销售额预计将略高于预期，但高企的牛肉零售价格和利润率改善前景不明朗，使得风险/回报保持平衡。 该券商预测，在强劲的潜在需求和高牛肉零售价格可能带来的客流量增长的支撑下，德州牛排馆第一季度同店销售额将增长8%，高于7.2%的市场普遍预期。然而，RBC表示，由于牛肉价格持续高企带来的压力，预计其利润率将低于预期，盈利预期也将低于市场普遍预期。 报告指出，由于育肥牛价格持续上涨，投资者情绪“略显负面”，这继续对盈利能力构成压力，且短期内供应改善的迹象“微乎其微”。该券商指出，重建牛群可能需要长达18个月的时间才能增加供应并缓解价格压力，并补充说，预计第一季度报告中牛肉供应情况不会有所改善。 RBC维持对德州牛排馆的“与行业持平”评级，并将目标价从195美元下调至175美元。
Price: $159.42, Change: $-1.63, Percent Change: -1.01%
Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.
iSoftStone Information Technology (SHE:301236) posted a 14% increase in attributable net profit for 2025 to 206.1 million yuan from 180.4 million yuan.Earnings per share edged up to 0.22 yuan from 0.19 yuan, according to a filing with the Shenzhen bourse on Saturday.Revenue climbed 12% to 35 billion yuan from 31 billion yuan.iSoftStone's shares slumped 7% in late-afternoon trade on Monday.
Japanese shares ended higher on Monday, tracking a broader risk-on sentiment after reports that Iran proposed reopening the Strait of Hormuz to the U.S., easing concerns over stalled peace talks and potential supply disruptions.The Nikkei 225 rose 1.4%, or 821.18 points, to close at 60,537.36.Cautious optimism returned on Monday after talks broke down over the weekend, when U.S. President Donald Trump scrapped an envoy visit, and Tehran ruled out negotiations under pressure.Iran has floated a plan through Pakistani mediators to extend the ceasefire and create space for broader talks, with nuclear discussions to follow once a U.S. blockade of the Strait of Hormuz is lifted. The proposal has been delivered to the White House, with no clear response yet. Trump is due to meet his national security team later in the day.In economic news, Japan's leading index rose to 113.3 in February after an upward revision, while the coincident index fell to 116.3 from January's revised 118.1, government data showed Monday.On the corporate front, Rohm (TYO:6963) fell 9% after saying it has not supported Denso Corporation's (TYO:6902) share acquisition proposal and that recent media reports did not originate from the company.Eneos (TYO:5020) slipped over 1% after saying it is strengthening governance following the indictment of its unit over alleged diesel price coordination in Tokyo.Kyorin Pharmaceutical (TYO:4569) edged down over 1% despite plans to transfer its generic drug business to a Daito-led platform as it shifts focus to new drug operations.