-- 周一,受伊朗提议以重新开放霍尔木兹海峡为条件换取美国结束封锁和战争的消息影响,欧洲股市普遍走低。 斯托克欧洲指数下跌0.3%,德国DAX指数下跌0.2%,英国富时100指数下跌0.5%,法国CAC40指数下跌0.3%,瑞士市场指数下跌0.2%。 企业新闻方面,ARC Resources周一宣布,壳牌已签署最终协议,将以现金加股票的方式收购该公司,交易价值约220亿加元(161.7亿美元)。ARC表示,预计收购将于下半年完成。 根据协议条款,ARC股东每持有1股ARC股票,将获得0.40247股壳牌股票和8.20加元现金,每股ARC股票的总对价为32.80加元。 英国石油天然气巨头道达尔能源(TotalEnergies)的股价在伦敦下跌近2%。 据彭博社周一援引其收集的数据报道,道达尔能源持有25.5%股份的英国Seagreen风电场已推迟与政府签订的固定价格电力合同,转而选择以更高的市场价格出售电力。 彭博社援引数据报道称,Seagreen将把合同推迟到秋季,而不是原定的3月底开始。根据道达尔能源官网的信息,Seagreen 49%的股份由SSE Renewables持有,泰国PTTEP持有25.5%的股份。 道达尔能源和SSE尚未回复的置评请求。 法国石油天然气巨头道达尔能源的股价在巴黎下跌0.4%。 Alfasigma周一宣布,葛兰素史克(GSK)已完成一项交易,Alfasigma获得了Linerixibat的全球独家开发、生产和商业化权利。 根据协议条款,GSK将获得3亿美元的首付款,以及获得美国食品药品监督管理局(FDA)批准后的1亿美元。此外,GSK还有资格在获得欧盟和英国批准后获得2000万美元,以及最高可达2.7亿美元的基于销售额的里程碑付款。 这家英国制药公司的股票在伦敦下跌了0.4%。 诺华周一表示,欧盟委员会已批准Rhapsido用于治疗对传统抗组胺药反应不佳的慢性自发性荨麻疹成人患者。 该公司表示,临床试验表明,Rhapsido在第一周即可改善症状,且安全性良好,未发现肝脏问题。 这家瑞士制药公司的股票在苏黎世小幅下跌。 阿斯利康周一宣布,其Saphnelo Pen已获美国食品药品监督管理局(FDA)批准,用于治疗成人系统性红斑狼疮,每周一次,可作为标准疗法的辅助治疗。 FDA的批准基于一项3期临床试验的结果。 阿斯利康股价在伦敦上涨0.4%。
Related Articles
Lifestance Health Group Insider Sold Shares Worth $492,400, According to a Recent SEC Filing
Robert Bessler, Director, on April 23, 2026, sold 69,899 shares in Lifestance Health Group (LFST) for $492,400. Following the Form 4 filing with the SEC, Bessler has control over a total of 1,485,228 common shares of the company, with 57,619 shares held directly and 1,427,609 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1845257/000119312526182153/xslF345X05/ownership.xml
Celestica Q1 Adjusted Earnings, Revenue Rise; Q2 Guidance Set
Celestica (CLS) reported Q1 adjusted earnings late Monday of $2.16 per diluted share, up from $1.20 a year earlier.Analysts polled by FactSet expected $2.07.Revenue for the three months ended March 31 was $4.05 billion, up from $2.65 billion a year earlier.Analysts surveyed by FactSet expected $4.04 billion.For Q2, the company expects adjusted EPS of $2.14 to $2.34 on revenue of $4.15 billion to $4.45 billion. Analysts expect EPS of $2.13 on revenue of $4.17 billion.The company now expects 2026 adjusted EPS of $10.15 on revenue of $19 billion, revised from $8.75 and $17 billion, respectively, expected earlier. Analysts expect EPS of $8.93 on revenue of $17.34 billion.
Research Alert: CFRA Keeps Buy Opinion On Shares Of Ameriprise Financial, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.