-- 摩根士丹利周四在一份报告中指出，GE Vernova (GEV) 第一季度业绩各项指标均超出市场预期，强劲的天然气和电气化需求推动了积压订单加速增长和价格上涨。 报告称：“利润率的超预期表现得益于价格、销量和生产效率的提升，因此公司上调了全年业绩预期。” 报告还指出，新增的 21 吉瓦天然气合同“符合投资者乐观预期”，接近公司第四季度创下的 24 吉瓦的纪录。报告补充说，GE Vernova 的订单期限正在延长，且订单已全部预订完毕，超出预期。 与此同时，摩根士丹利表示，数据中心电气化订单仅一个季度就超过了 2025 年的水平，而自第三季度宣布收购 Prolec 以来，其积压订单增加了 10 亿美元，增幅达 25%。 摩根士丹利将GE Vernova的目标股价从960美元上调至1250美元，并维持对该公司的增持评级。
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Jia Yao (HKG:1626) posted profit attributable to owners of 1.8 million yuan for 2025, down from 50.6 million yuan a year earlier, according to an April 24 Hong Kong bourse filing.Shares of the paper cigarette packaging supplier were up nearly 5% in Monday morning trade.Earnings per share came in at 0.003 yuan, compared with 0.084 yuan in 2024.Revenue fell 16% year on year to 644.9 million yuan from 770.5 million yuan.
Fiberhome Telecommunication Technologies' (SHA:600498) net profit attributable to shareholders in 2025 dropped 38% to 435.8 million yuan from 702.7 million yuan a year earlier, according to a Shanghai bourse filing on Saturday.The Chinese telecommunications equipment company's shares rose 1% during Monday's morning trade.Earnings per share fell 41% year on year to 0.36 yuan from 0.61 yuan.Operating revenue slipped 13% to 24.9 billion yuan from 28.5 billion yuan in the previous year.
RBL Bank's (NSE:RBLBANK, BOM:540065) consolidated profit after tax jumped to 2.44 billion Indian rupees in the fiscal fourth quarter ended March 31, from 869.9 million rupees a year ago.Earnings per share climbed to 3.90 rupees from 1.43 rupees a year earlier, according to a Saturday filing to the Indian stock exchanges. The EPS was lower than the 4.39 rupees estimated by analysts polled by Visible Alpha.Interest earned by the lender in fiscal Q4 increased to 37.2 billion rupees from 34.8 billion rupees a year ago.The bank's board proposed a dividend of 1 rupee per share of face value of 10 rupees each.