FINWIRES · TerminalLIVE
FINWIRES

板块动态:金融股午后交易走高

By

-- 周二下午交易中,金融股普遍上涨,纽约证券交易所金融指数上涨0.5%,道富金融精选行业SPDR ETF(XLF)上涨0.4%。 费城住房指数下跌0.9%,道富房地产精选行业SPDR ETF(XLRE)上涨0.6%。 比特币(BTC-USD)下跌1.5%至76,184美元,10年期美国国债收益率上涨2.6个基点至4.36%。 经济方面,世界大型企业联合会4月份消费者信心指数升至92.8,高于3月份向上修正后的92.2,也高于彭博社汇总调查的预期值89.0。初步调查结果于4月1日至22日进行,其中包括伊朗战争为期两周的临时停火。 里士满联储4月份制造业指数从3月份的0升至3,高于彭博社此前汇总的调查结果中预期的1。除达拉斯联储的数据外,其他已公布的地区制造业数据均显示扩张。 在行业新闻方面,彭博社报道称,Polymarket近几周一直在与美国商品期货交易委员会(CFTC)进行磋商,寻求监管部门批准将其主要交易所迁回美国。报道称,自2022年与监管机构发生冲突以来,Polymarket实际上已禁止美国公民在其国际平台上进行交易,而其位于美国的替代平台也未能全面上线。 在企业新闻方面,摩根大通(JPM)与国际奥委会周二宣布,摩根大通被选为奥运会的首个全球银行合作伙伴。另据路透社报道,摩根大通将与汇丰银行(HSBC)共同为科威特石油公司原油管道网络潜在股权收购方提供60亿美元的融资。摩根大通股价上涨0.3%,汇丰银行股价持平。 巴克莱银行(BCS)股价下跌0.2%,此前彭博社报道称,该行已在第一季度拨备2.28亿英镑(约合3.079亿美元)用于应对专业贷款机构MFS的倒闭。 Commerce Bancshares (CBSH)股价上涨2.1%,此前该公司周二宣布,其董事会已批准将股票回购计划的规模扩大250万股。

Related Articles

Research

Research Alert: Visa Mar-q: A Blowout Quarter As Consumer Spending Accelerates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Visa posted excellent Mar-Q results with adj. EPS of $3.31 vs. $2.76 a year ago, beating consensus by $0.21. Revenue of $11.2B rose 17% Y/Y, beating consensus by 4% and marking the strongest growth since 2022. We view this as an excellent result, as concerns surrounding AI disruption or geopolitical uncertainty did not manifest in Visa's performance. Adjusted operating margin held firm at 68.0%, a good result given prior guidance indicated likely margin compression. Strong performance was broad based with data processing revenue up 18% to $5.5B and other revenue surging 41% to $1.3B, reflecting successful expansion in value-added services. Cross-border volume excluding intra-Europe advanced 11% on a constant currency (CC) basis while payments volume grew 9%. Geographic strength was led by LAC (+14% CC), CEMEA (+13% CC), and Europe (+11% CC), with encouraging acceleration in the U.S. to 8%. We applaud the board's authorization of a new $20B multi-year share repurchase program given Visa's muted valuation.

$V
Mining & Metals

Thomson Reuters Shareholders Approve of Return of Capital and Share Consolidation Transactions

Thomson Reuters (TRI.TO, TRI), was last seen down 3% in after-hours Nasdaq trading, said Tuesday that shareholders approved a plan of arrangement to implement the company's proposed return of capital and share consolidation transactions.The company said a final report on voting results will be filed with Canadian securities regulators and furnished to the U.S. Securities and Exchange Commission.The return of capital and share consolidation transactions consist of a special cash distribution of US$605 million, or approximately US$1.36 per share.The plan of arrangement for the return of capital and share consolidation transactions is subject to final approval by the Ontario Superior Court of Justice as well as the Toronto Stock Exchange and the Nasdaq. The court hearing for a final order to approve the plan of arrangement is scheduled on April 29.The company's shares were down US$2.66 to US$87.23 in after-hours after closing up C$1.56 at C$123.04 on TSX.

$TRI$TRI.TO
Equities

Northern Oil and Gas Q1 Adjusted Earnings, Revenue Decline

Northern Oil and Gas (NOG) Q1 adjusted earnings late Tuesday of $0.74 per diluted share, down from $1.33 a year earlier.Analysts polled by FactSet expected $0.68.Revenue for the quarter ended March 31 was $5 million, compared with $602.1 million a year earlier.Analysts surveyed by FactSet expected $511.4 million.

$NOG