-- 根據《星報》週四引述馬來西亞製造商聯合會(FMM)的數據報道,馬來西亞製造業正面臨成本上漲的困境,超過三分之二的企業表示生產和營運成本至少成長了10%。 為因應此局面,當局已批准對因出口中斷而退回的馬來西亞商品暫時免徵進口關稅和銷售稅,有效期至12月31日。 FMM援引的一項4月份調查顯示,90.5%的製造商已經受到影響或預計將受到影響,74.5%的製造商表示現金流緊張,18.2%的製造商面臨訂單和供應商付款中斷的問題。 為穩定供應鏈,衛生部已與中國達成合作,以加強醫療器材關鍵原料(包括樹脂和石腦油)的供應。該新聞媒體稱,FMM敦促就其他關鍵材料(如硫磺、氨和特定聚合物)達成類似安排,並建議設立企業韌性基金,擴大稅收減免範圍,以抵消持續的地緣政治和航運挑戰帶來的物流成本。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)
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AltaGas' Q1 Normalized Net Income Rises YoY, On Track to Hit Top End of 2026 Guidance
AltaGas (ALA.TO) Thursday reported higher normalized net income in the first quarter and said it is on track to deliver 2026 results at the top end of its guidance.Normalized net income was C$415 million, or $1.33 per share, up from $342 million, or $1.14 per share. The result beat the non-GAAP earnings per share consensus estimate of $1.24 for the first quarter, as compiled by FactSet.Revenue held steady year over year at $3.97 billion. The result missed the sales consensus estimate of $4.13 billion, as compiled by FactSet.Normalized EBITDA was $818 million, up from $689 million.The growth in normalized EBITDA was attributed to higher global export volumes and margins, stronger processing and liquids handling margins, new utilities rates in D.C. and Virginia, strong asset optimization, and partial settlement of a pension liability.AltaGas expects to deliver 2026 results toward the top end of guidance for both normalized EBITDA and normalized EPS, with upside potential from continued LPG market strength.The company reiterated 2026 normalized EBITDA guidance of $1.925 billion to $2.025 billion; and normalized EPS guidance of $2.20 to $2.45.The company increased its 2026 capital program to $1.7 billion.