-- 金曜のウォール街先物は、取引開始前に不安定な動きを見せた。トレーダーたちは、概ね好調な決算シーズンと、依然として閉鎖されているホルムズ海峡をめぐる地政学的緊張の高まりを天秤にかけていた。 先物市場では、S&P500種株価指数は0.1%上昇、ナスダック総合指数は0.2%下落、ダウ平均株価は0.2%上昇した。 WTI原油は1バレル105.07ドルで横ばいだった。 アジア市場は祝日による取引量の減少の中、概ね上昇して取引を終えた。一方、欧州市場はほぼ休場だったが、ロンドン市場は正午過ぎに小幅下落した。 エスティローダー(EL)は、午前中に発表された第3四半期決算で1株当たり利益(EPS)と売上高が市場予想を上回り、業績見通しも好調だったことを受け、取引開始前に約11%上昇した。 エクソンモービル(XOM)は、プレマーケットで発表された第1四半期の1株当たり利益(EPS)と売上高が予想を上回ったことを受け、取引開始前に0.5%上昇した。 シェブロン(CVX)は、プレマーケットで発表された第1四半期のEPSが予想を上回ったものの、売上高は予想を下回ったことを受け、取引開始前に0.9%上昇した。 経済指標としては、午前9時45分(米国東部時間)にS&Pグローバル米国製造業購買担当者景気指数(PMI)4月分、続いて午前10時にISM製造業景況指数4月分が発表される。 ベーカー・ヒューズ社による週次米国内石油・ガス掘削リグ稼働数統計は午後1時に発表される。 プレマーケットでは、ビットコインは77,386ドル、米国10年債利回りは4.38%、金現物価格は1オンス4,581ドルで取引された。
Related Articles
Research Alert: CFRA Retains Hold View On Shares Of Incyte Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After Q1 earnings, we keep our target at $102, 11.8x our projected 2027 EPS forecast, below its five-year historical forward P/E average of 17.0x. We adjust our 2026 EPS estimate to $7.83 from $7.94 and our 2027 EPS view to $8.64 from $8.36. INCY reported a solid start to 2026, beating expectations on both revenue and earnings, led by robust, double-digit growth across its commercial portfolio. We think the company is going through a strategic transition beyond its cornerstone product, Jakafi, toward a diversified portfolio in hematology, oncology, and immunology, supported by a maturing late-stage pipeline and key management appointments. INCY announced the appointments of Suketu Upadhyay (the current CFO of ZBH) as its new CFO, effective May 4, and a new Head of U.S. Commercial, Mohamed Issa. While we see some execution risks ahead, we believe INCY could be at an inflection point with four new product launches in the next year and the advancement of the 10 Phase 3 studies while filling key leadership roles.
GSK's Linerixibat Gets UK Nod for Itch Linked to Biliary Disease
GSK's (GSK) Linerixibat, to be marketed as Lynavoy, has been approved by the UK's Medicines and Healthcare products Regulatory Agency for the treatment of itching in adults with primary biliary cholangitis, the agency said Friday.The oral therapy aims to reduce bile acid buildup linked to the rare liver disease, which can cause persistent itching, the agency said.The approval was supported by phase 3 data showing Linerixibat significantly reduced itching and improved sleep disruption compared with placebo, it added.Shares of GSK were down 1.2% in Friday trading.Price: $52.01, Change: $-0.30, Percent Change: -0.57%
ISM US Manufacturing Index Indicates Steady Expansion in April
The Institute for Supply Management's US manufacturing index was unchanged in April from the 52.7 reading in March, below the expectations for a 53.2 reading in a survey compiled by Bloomberg as of 7:40 am ET.There were gains in the readings for new orders and prices, but declines in production, employment and order backlogs.Other regional manufacturing sector readings have been generally positive, with exception of the Dallas and Chicago regions.The monthly national manufacturing reading from the Institute for Supply Management is reported as a headline index, with readings above 50 indicating expansion and those below 50 indicating contraction. Component indexes measure new orders, production, employment, and prices.An increase in the index further above 50 is considered a sign of a strong US manufacturing sector, generally a positive for manufacturing industry stocks. However, if that strength comes with rising input prices due to shortages, that could be a negative for stocks as well as bonds.