-- 日本關西電力集團週四公佈，截至2025年3月31日的財年，其發電量和售電量均下降。 2025年，關西電力集團的總發電量和購電量為158.45太瓦時（TWh），低於上年的161.85太瓦時。同樣，售電量也較去年同期下降2.5%，為152.2太瓦時，而上年為156.0太瓦時，這主要是由於對其他公司的售電量減少所致。 然而，儘管居民用電需求下降1.5%至32.4太瓦時，但零售用電量仍小幅增長0.7%，達到116.3太瓦時，而商業和工業用電量增長1.5%至83.9太瓦時，部分抵消了居民用電需求的下降。 該公司預計 2026 年電力需求將增至 162.8 太瓦時，比 2025 年成長 7%。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Firstenergy Corp.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
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Sectors
Sector Update: Consumer
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
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Australia
Market Chatter: FDA Panel Votes Against Benefits of AstraZeneca's Breast Cancer Drug
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $189.60, Change: $+4.40, Percent Change: +2.37%
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