-- 在保險公司Intact Financial (IFC.TO)公佈第一季財報前，加拿大帝國商業銀行資本市場(CIBC Capital Markets)維持對該公司股票的「中性」評級和288美元的目標價。 該銀行預計第一季利潤率將保持強勁，但營收成長將面臨一定壓力，「與上季類似」。受冬季天氣影響，CIBC將第一季每股收益預期從4.54美元下調至4.21美元，但維持2026年全年每股收益預期不變。 分析師保羅·霍爾頓(Paul Holden)表示：“我們認為，需要更好的行業前景或收購才能推動股價上漲。我們預測第一季度保費增長率仍將保持強勁，為9%，但受天氣影響的綜合比率(CR)將達到98.5%。” 該銀行也認為，前一年的發展勢頭可能繼續推動市場上漲，但預計2026年初的潛在上漲幅度將低於2025年。 （報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）
Price: $261.94, Change: $+0.56, Percent Change: +0.21%
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.