-- 日経アジアが木曜日に報じたところによると、中国の上場非金融企業5,400社の純利益は2025年に2%減の2兆5,400億元となり、3年連続の減少となった。 同レポートによると、赤字企業は1,458社に急増し、全体の27%を占め、2024年の過去最高記録を100社近く上回った。これに対し、東京証券取引所のプライムマーケット上場企業で赤字なのはわずか2%に過ぎない。 不動産開発大手の万科（香港証券取引所：2202、上海証券取引所：000002）の純損失は80%拡大し、885億元となった。日経アジアによると、不動産開発大手108社のうち59社が赤字を計上した。 同レポートによると、住宅市場の低迷が消費者心理を冷え込ませたため、小売業も苦戦を強いられた。 （マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれている可能性があります。正確性は保証されません。）
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US Markets
Stocks Rise Pre-Bell as Traders Monitor Developments on Potential US-Iran Peace Deal
US equity markets were moving higher before the opening bell Thursday as investors monitor the latest developments over a potential peace deal between the US and Iran.The S&P 500 and the Dow Jones Industrial Average were up 0.1% each, while the Nasdaq was slightly in the green in premarket activity. The indexes finished Wednesday trading higher, with the S&P 500 and the Nasdaq recording their highest close ever and biggest one-day percentage gains since April 8.President Donald Trump told reporters on Wednesday that the US has had "very good talks" with Iran over the past 24 hours, but said there's no deadline on when he expects Tehran to respond to a US proposal to end the war, according to CNN.American and Iranian officials are closing in on a one-page memorandum of understanding to end the war and establish a framework for nuclear negotiations, Axios reported Wednesday, citing sources.In a separate social media post on Wednesday, Trump said US operations against Iran will be "at an end" if Tehran agrees to US demands. "If they don't agree, the bombing starts, and it will be, sadly, at a much higher level and intensity than it was before," Trump said.Iran is expected to give mediators its response to the proposal on Thursday, a regional source told CNN.West Texas Intermediate crude oil dropped 2.2% to $93.03 a barrel before the open, while Brent decreased 2.1% to $99.14."A deal announcement would move futures further immediately, in fact even the potential of a deal is already triggering a decline in oil prices," Rystad Energy Chief Oil Analyst Paola Rodriguez-Masiu said in remarks emailed to. The physical market's recovery won't be as quick as the futures market predicts, Rodriguez-Masiu said, pointing to a six-to-eight-week lag between the strait reopening and oil flows normalizing.Treasury yields were down in premarket action, with the two-year rate retreating 2.3 basis points to 3.85% and the 10-year rate off 2 basis points to 4.33%.Shares of DoorDash (DASH) jumped 10% pre-bell after the food delivery company reported first-quarter earnings ahead of Wall Street's estimates. Warner Bros. Discovery (WBD) nudged 0.5% lower, while Snap (SNAP) fell 10% following their latest quarterly results.McDonald's (MCD), Sempra (SRE), Vistra (VST), Datadog (DDOG), Becton Dickinson (BDX), Tapestry (TPR) and US Foods (USFD) report their latest financial results before the bell, among others. Gilead Sciences (GILD), McKesson (MCK), Cloudflare (NET), Airbnb (ABNB), Monster Beverage (MNST) and CoreWeave (CRWV) are scheduled to announce their earnings after the markets close.Employers in the US announced 83,387 layoffs last month, up 38% from March, Challenger, Gray & Christmas said Thursday.Thursday's economic calendar also has the weekly jobless claims bulletin at 8:30 am.On Wednesday, ADP data showed that employment in the US private sector grew at its fastest pace in more than a year in April. The government's nonfarm payrolls report is out on Friday.Federal Reserve Bank of Minneapolis President Neel Kashkari is slated to speak at 1 pm, while Cleveland Fed President Beth Hammack speaks at 2:05 pm. New York Fed President John Williams' remarks are due at 3:30 pm.Gold increased 1% to $4,740 per troy ounce, while bitcoin declined 0.7% to $80,844.
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Research
JPMorgan Upgrades BrightView to Neutral From Underweight, Adjusts Price Target to $14 From $13
BrightView (BV) has an average rating of overweight and mean price target of $16.53, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
$BV
Asia
Zhenro Properties Logs 391 Million Yuan in April Contracted Sales
Zhenro Properties Group (HKG:6158) recorded contracted sales of 391 million yuan in April, with gross floor area sold at 26,814 square meters.The property firm's average selling price for the month was 14,600 yuan per square meter, according to a Thursday Hong Kong bourse filing.For the four months ended April 30, contracted sales and GFA reached roughly 1.36 billion yuan and 94,948 square meters, respectively, with an average selling price of 14,300 yuan per square meter.
$HKG:6158