-- 摩根士丹利週日發布的一份報告稱，高露潔棕欖（CL）在第一季有機銷售增長反彈至約3.5%之後，預計將恢復至3%至4%的水平，並預計下半年增長勢頭將進一步增強。 報告指出，高露潔棕欖艱難的2025年已成過去，其有機銷售增長將從第三季度的1.2%反彈至第四季度的3%，並在2026年初繼續改善，這得益於其「強大的定價能力」、45%的業務集中在增長迅速的新興市場，以及北美市場可能已經觸底。 報告也指出，隨著自有品牌停產帶來的拖累逐漸消退，北美市場趨於穩定，預計短期內有機銷售成長將進一步改善。 高露潔棕欖公司週五公佈的第一季調整後每股收益為0.97美元，超出預期，有機銷售額成長2.9%，高於預期。報告稱，儘管面臨3億美元的成本壓力（預計部分將被節省的成本所抵銷），但該公司仍維持其2026年的業績展望。 摩根士丹利將高露潔棕欖的目標股價從95美元上調至100美元，並維持「增持」評級，將該公司列為家庭和個人護理行業的首選股之一。
Price: $85.73, Change: $-1.53, Percent Change: -1.75%
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index increasing 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.6%.The Philadelphia Oil Service Sector Index was decreasing 0.7%, and the Dow Jones US Utilities Index was shedding 0.7%.In sector news, oil prices rose as as investors weighed military action in the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows. Military tensions were fanning up in Hormuz on Monday, as several ships were struck amid Iranian threats and the US sent in destroyers and fought off further attacks, The Wall Street Journal reported. The skirmishes followed President Donald Trump's initiative to get ships bottled up in the Persian Gulf out through the crucial waterway, the Journal said.Front-month West Texas Intermediate crude oil was rising 3.5% to $105.53 a barrel, and the global benchmark Brent crude contract was advancing 5.7% to $114.28 a barrel. Henry Hub natural gas futures rose 3.7% to $2.88 per 1 million BTU.In corporate news, Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a note. UBS kept a buy rating on the stock and increased its price target to $220 from $218. Chevron shares were rising 1.5%.
Neil J Fernandes, Senior Vice President, on May 01, 2026, sold 18,170 shares in Lam Research (LRCX) for $4,635,894. Following the Form 4 filing with the SEC, Fernandes has control over a total of 67,144 common shares of the company, with 66,129 shares held directly and 1,015 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/707549/000070754926000024/xslF345X05/wk-form4_1777915449.xmlPrice: $259.38, Change: $+2.74, Percent Change: +1.07%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $21, 39.6x our 2027 EPS estimate, a discount to WY's three-year average forward P/E of 59.7x based on the outlook for depressed profitability in 1H 2026. We increase our 2026 adjusted EPS by $0.05 to $0.16 and decrease 2027 by $0.17 to $0.53. We note that lumber pricing momentum is positive, driven by mills shutting down over the past two years, which has created vacant supply while waiting for prices to increase. Management noted that the housing market is stuck in second gear with repair and renovation activity currently lacking a clear catalyst for growth. Export markets remain more challenged that last year due to elevated Japanese inventories and increased export costs due to higher energy prices. We believe WY remains overleveraged with lower profitability impacting cash flow generation this year with stronger lumber price realizations likely to increase supply and reduce potential EPS growth for WY in the long term.