-- 加拿大皇家银行资本市场（RBC Capital Markets）周四表示，星巴克（SBUX）近期同店销售额受益于近期的劳动力投资、门店关闭和延长营业时间，但这些利好因素在2027年完全显现后，北美地区同店销售额能否维持在个位数中段水平仍存在争议。 RBC将北美同店销售额增长预期上调至5%，比华尔街普遍预期的3.9%高出114个基点。 RBC在报告中指出，虽然其第二季度营收预期仅略低于市场普遍预期，但息税前利润（EBIT）和每股收益（EPS）预期分别比市场普遍预期低4.3%和6.0%，原因是市场对同比利润率增长的预期过于乐观。 RBC表示，同店销售额的增长推动其第二季度营收和每股收益预期分别上调1.3%和8.3%。该券商还将北美第三季度同店销售额增长预期上调100个基点至5%，并将第四季度预期从4.5%下调至4%。 根据报告，RBC下调了对星巴克下半年及以后的盈利预期，以反映出售中国业务的影响。 RBC维持对星巴克“与行业持平”的评级，目标价为105美元。
Price: $101.12, Change: $+2.76, Percent Change: +2.81%
Shandong Hongqiao Aluminum Industry (SHE:002379) reported a 38% jump in attributable net profit in the first quarter of 2026 to 6.76 billion yuan from 4.91 billion yuan, according to a filing on the Shenzhen Stock Exchange over the weekend.Diluted earnings per share rose to 0.5186 yuan from 0.3770 yuan.The aluminum company's revenue edged up 3.21% to 40.9 billion yuan from 39.7 billion yuan.
Cofoe Medical Technology (HKG:1187, SHE:301087) launched its Hong Kong initial public offering on Monday, seeking to raise up to about HK$1.06 billion from the deal.The China-based home care medical device provider is offering 27 million H-shares at a maximum offer price of HK$39.33 per share, according to a Hong Kong bourse filing.The offering comprises 2.7 million shares for Hong Kong investors and 24.3 million shares for international investors, subject to reallocation.The offer price is expected to be determined by May 4, with allocation results due by May 5, ahead of the company's planned trading debut on May 6.Net proceeds will be used mainly to support global expansion and strengthen overseas sales channels, as well as advance product research and development.The funds will also be used to expand domestic distribution networks, enhance branding and marketing efforts, and for working capital and general corporate purposes.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are acting as joint sponsors.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are serving as overall coordinators and are also acting as joint bookrunners and joint lead managers, alongside Futu Securities International (Hong Kong).
CMOC Group (SHA:603993, HKG:3993) reported a 97% jump in attributable net profit in the first quarter of 2026 to 7.76 billion yuan from 3.95 billion yuan a year ago, according to filings on the Shanghai and Hong Kong bourses over the weekend.Diluted earnings per share doubled to 0.36 yuan from 0.18 yuan.The copper and cobalt producer's revenue edged up 44% to 66.4 billion yuan from 46 billion yuan.