-- 摩根士丹利週三在一份報告中指出，隨著國防需求成長和商用航空航太業務保持健康發展，RTX (RTX) 的銷售額有望持續成長，利潤率將有所提升，現金流也將更加強勁。近期股價回檔被視為買進良機。 該投資公司表示，RTX 第一季業績全面強勁，但由於投資者關注高油價和更廣泛的經濟不確定性可能帶來的 2027 年風險，其股價有所下跌。 摩根士丹利表示，風險更體現在時間安排上，而非長期問題。報告也指出，由於維修保養需求持續成長，需求驅動因素依然穩健。 報告稱，商用航空航太業務仍保持韌性，穩定的生產、強勁的售後市場活動以及年輕的裝機基礎將支撐其維護需求。 摩根士丹利維持對 RTX 的「增持」評級，並繼續將其列為首選航空航天股，同時將目標價從 235 美元下調至 220 美元。
Price: $180.66, Change: $-6.51, Percent Change: -3.48%
FINEOS (ASX:FCL) reported first-quarter customer cash receipts of 56.5 million euros, up 9.3% year-on-year, driven by subscription fee revenues invoiced in January, according to a Monday Australian bourse filing.The company recorded customer cash receipts of 51.7 million euros for the three months ending March 31, 2025, an earlier filing showed.Exchange rate movements during the quarter had a positive impact of 1 million euros on the cash balance.The company's full-year revenue guidance remains in the range of 147 million euros to 152 million euros.The company's shares fell 1% in recent Monday trade.
Changyu Holding (SHA:603407) priced its initial public offering on the Shanghai Stock Exchange of 41 million shares at 13.86 yuan apiece to raise 568.3 million yuan, according to a weekend filing on the bourse.Proceeds will be invested in the company's zirconium oxychloride and deep-processing project, a nylon elastomer products project, and a bioceramics and functional ceramics products project.
Shaanxi Coal Industry's (SHA:601225) net profit attributable to shareholders in 2025 dropped 25% year on year to 16.8 billion yuan, or 1.73 yuan per share, according to a Saturday filing on the Shanghai bourse.The coal miner's share dropped 4% during the morning trade.The attributable profit a year earlier was 22.4 billion yuan, or 2.31 yuan per share.Operating revenue fell 14% to 158.2 billion yuan from 184.1 billion yuan in the previous year.