-- 奥本海默周一发布的研究报告指出，Ulta Beauty (ULTA) 近期推出的 TikTok Shop 有望为公司带来更多新客户，并助力新兴品牌的打造。 奥本海默表示，在参加了 Ulta 分析师活动和 Ulta Beauty World 大会后，公司管理层认为健康领域蕴藏着巨大的发展机遇。 奥本海默指出，Ulta 已将其健康产品系列扩展至 400 多家门店，并通过市场渠道不断拓展，同时致力于打造差异化的顾客体验和独特的产品组合。 奥本海默还表示，公司越来越有信心将销售、一般及行政费用增长控制在销售额以下或与销售额持平的水平，但如有必要，Ulta 仍将进行额外投资，以实现营收的盈利增长。 该券商表示，对 Ulta Beauty 的长期前景依然保持乐观，并对首席执行官 Kecia Steelman 的领导能力和战略举措充满信心，相信这些举措将有助于公司逐步扩大市场份额。 奥本海默维持对该股的“跑赢大盘”评级和650美元的目标价。
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Despite trade tariffs and rising oil prices, China's large industrial enterprises, especially the tech-oriented sectors, earned strong profits in March, reported the National Bureau of Statistics (NBS) on Monday.In the month of March, industrial profits in China rose 15.8% on year, largely on the back of private-sector enterprises, said the NBS. The agency's survey is limited to outfits with more than $2.9 million a year in revenue.For the full first quarter, the profits of large-scale industrial enterprises nationwide increased by 15.5% on year.In the first quarter, profits at state-owned industrial companies rose 10.1% on year, while black ink at private manufacturers rose 25.4% on year.In another category, the joint-stock, or publicly traded, industrial enterprises, profits rose 20.9% on year in the first quarter.By industry, the mining sector achieved an on-year profit hike of 16.2% in the first quarter, and the manufacturing industry a gain 19.1%.From January through March, earnings at computer, communication, and other electronic-equipment manufacturers jumped by 120% on year, reported the NBS.In the chemical sector, the bottom line swelled by 54.5%, the coal mining and washing industry grew by 6.7%, while the petroleum, coal, and other fuel processing industry "turned from loss to stable", reported Beijing officials.Despite a strong industrial profit result in the first quarter, the NBS warned that uncertainties in the external environment remain elevated and that imbalances between supply and demand, that is, over-capacity, still need to be addressed, reported the state-run China.org.cn.
South Korean shares closed at a new high on Monday, with the primary index crossing the 6,600 level amid a rally led by chip stocks and power equipment manufacturers.The Korea Composite Stock Price Index or Kospi rose 139.4 points, or 2.2%, to end at 6,615.03. The Kosdaq also increased by 22.34 points, or 1.9%, to close at 1,226.18.Shares of chipmakers such as Samsung Electronics (KRX:005930) and SK Hynix (KRX:000660) added over 2% and nearly 6% at market close, while those of Kosdaq-listed Fadu (KOSDAQ:440110) jumped over 19%.Gains were also driven by shares of power equipment manufacturers LS Electric (KRX:010120) and Hyosung Heavy Industries (KRX:298040), which added nearly 13% and 11%, respectively.In corporate news, Fadu posted first-quarter net income of 10.2 billion won, rebounding from a net loss of 12.1 billion won a year earlier, according to a Monday filing with the Korea Exchange.The South Korean chipmaker's sales revenue surged 210% year over year to 59.5 billion won from 19.2 billion won.
UCO Bank (NSE:UCOBANK, BOM:532505) net profit rose to 8.01 billion Indian rupees in the fiscal fourth quarter from 6.52 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.Earnings per share during the quarter ended March 31 climbed to 0.64 rupees from 0.56 rupees last year.Interest earned by the lender in fiscal Q4, however, slipped to 66.6 billion rupees from 67.4 billion rupees a year earlier.The bank's board also recommended a dividend of 0.44 rupees per share for the financial year 2025-26.