-- 摩根士丹利在周五的一份報告中指出，Floor & Decor (FND) 面臨持續的宏觀經濟逆風和缺乏短期利好因素，這將對其實現同店銷售額正增長構成壓力。 Floor & Decor 的同店銷售額已連續四年下滑，但摩根士丹利分析師表示，營收壓力主要源自於疲軟的房地產市場活動，一旦房地產市場狀況改善，該公司「有望跑贏產業」。 分析師指出，該公司市佔率強勁，一旦宏觀環境改善，同店銷售額可望反彈至個位數中段至高個位數的成長。 他們還提到，AlphaWise 近期的一項承包商調查顯示，Floor & Decor 作為首選地板供應商的地位在過去四次調查中均有所提升，達到創紀錄的 42%。 然而，報告指出，市場對產業壓力持續時間的預期比預期更長，包括到2027年底同店銷售額可能出現負成長。 摩根士丹利維持該公司股票「持股觀望」評級，並將目標價從88美元下調至56美元。
Price: $49.19, Change: $+0.79, Percent Change: +1.63%
European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
Nebius Group (NBIS) said Friday it has agreed to acquire inference and model optimization firm, Eigen AI, in a cash-and-stock deal valued at about $643 million.The acquisition will strengthen Nebius Token Factory as a frontier managed inference platform for production AI, the company said, adding that the deal also accelerates its expansion in the US.The transaction is expected to close in the coming weeks, it said.Nebius shares were up over 10% in afternoon trading.Price: $152.93, Change: $+14.70, Percent Change: +10.63%
Price: $92.59, Change: $-0.04, Percent Change: -0.04%