-- 摩根士丹利週三發布的一份報告指出，Zscaler (ZS) 的平台擴張有限，其核心網路存取和私人接取產品仍然是其成長引擎。 該投資公司表示，儘管 Zscaler 數位體驗業務初期進展順利，預訂量增長 80%，年度經常性收入達到 1 億美元，但該公司對 Red Canary 的收購進展緩慢，目前所有精力都集中在 ZIA 和 ZPA 產品上，一旦 Red Canary 在 2027 財年完成非內生性收購，其 20% 以上的增長率將難以實現。 此外，報告還指出，Zscaler 的安全接取服務邊緣市場競爭日益激烈，客戶正在評估具有更強大網路功能的更廣泛平台供應商。 該機構表示，儘管 Zscaler 仍處於長期成長的有利地位，但執行的複雜性、有限的有效成長動力以及新產品早期商業化等因素，使得該股的風險回報更加平衡。 摩根士丹利將 Zscaler 的評級從“增持”下調至“中性”，並將目標價從 200 美元下調至 155 美元。
Price: $139.91, Change: $+0.30, Percent Change: +0.21%
National Australia Bank (ASX:NAB) shares were down about 1% in recent Monday trade following a Friday settlement with the Finance Sector Union of Australia to resolve court proceedings related to excessive additional working hours for employees.The settlement, reached on a without-admissions basis through mediation, includes the establishment of a health, safety, and well-being framework to mitigate the risks linked to working additional hours, and calls for greater oversight of such risks.The union and the bank said in a joint statement that they are "committed to continuing to work together to ensure fair and sustainable outcomes for all [National Australia Bank] employees."
Clinuvel Pharmaceuticals (ASX:CUV) said the US Food and Drug Administration (FDA) removed a requirement for a post-authorization phase one study on cardiac repolarization in relation to its Scenesse implant upon reviewing its long-term safety profile, according to a Monday filing with the Australian bourse.Scenesse is used to treat patients with erythropoietic protoporphyria, a disease that causes intolerance to light.The FDA concluded that the study was no longer needed since it would not yield valuable safety information, the filing said.
XRF Scientific (ASX:XRF) has completed the acquisition of the combustion gas analysis business from Bruker AXS, according to a Monday Australian bourse filing.The company entered a binding agreement to acquire the combustion gas analysis business for $4 million upfront plus a potential $1 million earnout based on 7% of net revenue over three years, an earlier filing showed.