-- 奧本海默週二發布的一份報告稱，TE Connectivity (TEL) 預計將於週三公佈財報。此前，該公司股價出現反彈，反映出儘管近期股價波動，但其市場地位仍穩固。 報告指出，該公司股價近期已從八個月低點反彈。先前的拋售「主要集中在」市場擔憂新型資料中心「架構」會對其人工智慧產品組合造成衝擊，但報告稱，受人工智慧基礎設施規模龐大的推動，該公司有望實現「淨市場擴張」。 報告也指出，該公司已發布2026財年人工智慧業務收入預期，預計達22億美元。奧本海默表示，TE Connectivity在高壓資料中心的電源連接領域“佔據優勢地位”，並且在所有主要超大規模資料中心客戶中均實現了廣泛增長。 奧本海默維持對TE Connectivity的「跑贏大盤」評級，目標價為285美元。
Price: $248.51, Change: $+0.85, Percent Change: +0.34%
Fadu (KOSDAQ:440110) 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.Shares of Fadu jumped nearly 14% in recent trade.
Here are the 10 ASX-listed companies with the biggest losses on Monday.Wisetech (ASX:WTC): -3%, AU$42.79NexGen Energy (ASX:NXG): -3%, AU$17.26Telix Pharmaceuticals (ASX:TLX): -2%, AU$14.47Cochlear (ASX:COH): -2%, AU$94.76Paladin Energy (ASX:PDN): -2%, AU$12.28Origin Energy (ASX:ORG): -2%, AU$12.44EVT (ASX:EVT): -2%, AU$12.44Tuas (ASX:TUA): -2%, AU$5.97Ramsay Health Care (ASX:RHC): -2%, AU$39.15Southern Cross Gold (ASX:SX2): -2%, AU$11.07
Sun Pharmaceutical Industries (NSE:SUNPHARMA, BOM:524715) has agreed to acquire US-based Organon & Co in an all-cash deal at an enterprise valuation of $11.8 billion, according to a Monday filing to the Indian stock exchanges.Under the pact, Sun Pharmaceutical will buy all outstanding shares of Organon for $14.00 per share. It plans to fund the acquisition through a combination of available cash resources and committed financing from banks.The acquisition is estimated to boost Sun Pharmaceutical's revenues to $12.4 billion.Organon, which was spun off from Merck in 2021, specializes in women's health and biosimilars and has more than 70 products sold across 140 countries.The Organon buyout is part of Sun Pharmaceutical's strategy "of growing its Innovative Medicines business," according to Sun Pharma's statement.The transaction is subject to customary closing conditions, including receipt of required regulatory approvals andapproval by Organon stockholders.