-- 周五上午，亚洲股市在美国交易，美国存托凭证（ADR）小幅走高，标普亚洲50 ADR指数上涨0.13%至2875.05点，本周迄今已累计上涨约2.5%。 北亚方面，领涨的股票包括半导体公司海明华科技（HIMX）和汽车交易平台Token Cat（TC），分别上涨19%和16%。紧随其后的是网络游戏开发商Gravity（GRVY）和时尚平台MOGU（MOGU），分别上涨6.9%和6.3%。 北亚方面，跌幅居前的股票包括生物制药公司再鼎医药（ZLAB），下跌3.2%。其次是赌场和度假村运营商新濠博亚娱乐（MLCO）和康科德医疗（CCM），分别下跌2.4%和2.1%。 南亚股市中，涨幅居前的包括IT公司Sify Technologies (SIFY)和印尼电信(TLK)，分别上涨2.4%和0.8%。 南亚股市中跌幅居前的则是科技集团Sea (SE)和HDFC银行(HDB)，分别下跌4%和2.6%。紧随其后的是制药公司Dr. Reddy's Laboratories (RDY)和ICICI银行(IBN)，分别下跌1%和0.7%。
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Mining & Metals
Delta Resources Up 8% As Raises $5.8M After Closing First Tranche of Premium Charity Flow Through Financing
Delta Resources (DLTA.V) was at last look up 8% after closing the first tranche of its non-brokered private placement offering, raising near $5.8 million.The company issued near 23.5-million charity flow-through units for $0.245 apiece as part of the offering. Each FT unit consists of one flow-through common share and one half of one non-flow-through common share purchase warrant, with each whole warrant being exercisable to buy a share for $0.28 for a period of 30 months from the date of issuance.Proceeds raised from the issuance will be used to fund "Canadian exploration expenses".Price: $0.20, Change: $+0.02, Percent Change: +8.11%
$DLTA.V
Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Valvoline Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target of $38, based on a P/E of 17.3x our FY 27 (Sep.) EPS estimate, a justified discount to the stock's 10-year average forward P/E of 19.2x. Following VVV's earnings release, we are maintaining our estimates and our Hold opinion on the shares. Our adjusted EPS estimates remain $1.80 for FY 26 and $2.20 for FY 27. VVV posted Q2 FY 26 (Mar.) adjusted EPS of $0.41 vs. $0.34 (+21%), well ahead of the $0.34 consensus. Revenue rose 25% to $504M ($9M above consensus), and adjusted EBITDA margin expanded 60 bps to 26.5% (160 bps ahead of consensus). VVV's top-line growth should accelerate to 21% in FY 26 (vs. 6% in FY 25), driven by 162 net new stores added through its acquisition of Breeze AutoCare on December 1, 2025 (for $593M) plus SSS growth of approximately 6%. SSS growth is benefiting from a record-high average U.S. vehicle fleet, which is increasing maintenance frequency. Still, we view the stock's valuation as fair, preferring other names in the auto retail space.
$VVV
Australia
CoreWeave Experiencing Growth-Related Short-Term Revenue Fluctuations, Oppenheimer Says
CoreWeave's (CRWV) Q2 revenue guidance was below consensus, which could signal a slowdown in capacity or supply chain-related deployment, but revenue can fluctuate at this stage of growth as large capacity additions tend to be lumpy, Oppenheimer said Friday in a note.The firm noted management guided Q2 revenue and operating income to $2.53 billion and $60 million, respectively, versus consensus estimates of $2.69 billion and $159 million. Calendar year 2026 revenue and operating income guidance were unchanged at $12 billion to $13 billion and $1 billion, respectively.Oppenheimer expects the current industry shortage to persist for the next 5 to 7 years, until global capacity reaches about 200 gigawatts. It now expects CoreWeave to attain at least 8GW of active power by then, up from 6GW, while maintaining a balanced mix of AI training and inferencing workloads, according to the note.The company's recent deal announcement with Anthropic, and expansion with Meta Platforms (META) and Jane Street, shows there is sufficient demand from both AI training and inferencing, the brokerage said.Oppenheimer kept an outperform rating on CoreWeave with a price target of $150.Shares of CoreWeave were down more than 13% in Friday trading.Price: $110.96, Change: $-17.88, Percent Change: -13.88%
$CRWV