-- 奧本海默週一發布的研究報告指出，Ulta Beauty (ULTA) 近期推出的 TikTok Shop 預計將為公司帶來更多新客戶，並協助新興品牌的打造。 奧本海默表示，在參加了 Ulta 分析師活動和 Ulta Beauty World 大會後，公司管理層認為健康領域蘊藏著巨大的發展機會。 奧本海默指出，Ulta 已將其健康產品系列擴展至 400 多家門市，並透過市場管道不斷拓展，同時致力於打造差異化的顧客體驗和獨特的產品組合。 奧本海默也表示，公司越來越有信心將銷售、一般及行政費用成長控制在銷售額以下或與銷售額持平的水平，但如有必要，Ulta 仍將進行額外投資，以實現營收的盈利增長。 券商表示，對 Ulta Beauty 的長期前景依然保持樂觀，並對執行長 Kecia Steelman 的領導能力和策略性舉措充滿信心，相信這些舉措將有助於公司逐步擴大市場份額。 奧本海默維持對該股的「跑贏大盤」評級和650美元的目標價。
Price: $559.84, Change: $+6.48, Percent Change: +1.17%
Hunan Gold (SHE:002155) posted first-quarter attributable net profit of 595.5 million yuan, up 79% from 332.3 million yuan the previous year.Earnings per share went up to 0.38 yuan from 0.21 yuan, according to a weekend filing with the Shenzhen bourse.Operating revenue climbed 44% year over year to 18.8 billion yuan from 13.1 billion yuan.Shares of the miner declined 2% in recent trade.
Singapore's manufacturing output jumped 10.1% in March, backed by strong growth across almost all clusters, the city-state's Department of Statistics reported Monday.Excluding biomedical manufacturing, output rose 13.5% year-on-year in March.Electronics output grew 30%, driven by robust AI-related demand, the data showed. Precision engineering gained 14.0%, while general manufacturing and transport engineering expanded 7.6% and 2.0%, respectively.Meanwhile, biomedical manufacturing fell 14.3%, mainly due to softer demand for medical devices, while chemicals dropped 16.0%.On a month-on-month basis, manufacturing output increased 4.7% in March. Excluding biomedical manufacturing, output was up 3.5% on a monthly basis.
G8 Education (ASX:GEM) said Macquarie Group (ASX:MQG) became a substantial holder on April 22 after acquiring 39.2 million securities of the firm, according to a Monday Australian bourse filing.Macquarie's voting power in the firm is now 5.08%.Its shares were up over 1% in recent trading on Monday.