-- 標普全球評級在近期發布的報告中指出，中國即時配送市場主要企業間持續激烈的競爭，加上補貼削減計劃推遲至2028年，加劇了價格戰持續蔓延的風險。 標普表示，這些因素對所有市場參與者都構成了不利影響。 標普高級分析師劉傑表示，美團（HKG:3690）、京東（HKG:9618）和阿里巴巴集團（HKG:9988）等主要平台營運商已投入巨資，試圖搶佔包括食品和線上零售在內的即時配送市場份額。 標普指出，這些快速發展的細分市場佔中國零售業的6%以上。 劉傑表示，價格戰的負面影響將超出預期，並延續自2025年以來主要參與者息稅折舊攤銷前利潤（EBITDA）的下滑趨勢。
Related Articles
Asia
Fadu Returns to Profit in Q1 as Sales Triple; Shares Jump 14%
Fadu (KOSDAQ:440110) posted first-quarter net income of 10.2 billion won, rebounding from a net loss of 12.1 billion won a year earlier, according to a Monday filing with the Korea Exchange.The South Korean chipmaker's sales revenue surged 210% year over year to 59.5 billion won from 19.2 billion won.Shares of Fadu jumped nearly 14% in recent trade.
$KOSDAQ:440110
Asia
ASX Biggest Losers
Here are the 10 ASX-listed companies with the biggest losses on Monday.Wisetech (ASX:WTC): -3%, AU$42.79NexGen Energy (ASX:NXG): -3%, AU$17.26Telix Pharmaceuticals (ASX:TLX): -2%, AU$14.47Cochlear (ASX:COH): -2%, AU$94.76Paladin Energy (ASX:PDN): -2%, AU$12.28Origin Energy (ASX:ORG): -2%, AU$12.44EVT (ASX:EVT): -2%, AU$12.44Tuas (ASX:TUA): -2%, AU$5.97Ramsay Health Care (ASX:RHC): -2%, AU$39.15Southern Cross Gold (ASX:SX2): -2%, AU$11.07
$^AXJO$ASX:COH$ASX:EVT$ASX:NXG$ASX:ORG$ASX:PDN$ASX:RHC$ASX:SX2$ASX:TLX$ASX:TUA$ASX:WTC
Asia
Sun Pharmaceutical to Acquire US-Based Organon in $11.8 Billion Deal
Sun Pharmaceutical Industries (NSE:SUNPHARMA, BOM:524715) has agreed to acquire US-based Organon & Co in an all-cash deal at an enterprise valuation of $11.8 billion, according to a Monday filing to the Indian stock exchanges.Under the pact, Sun Pharmaceutical will buy all outstanding shares of Organon for $14.00 per share. It plans to fund the acquisition through a combination of available cash resources and committed financing from banks.The acquisition is estimated to boost Sun Pharmaceutical's revenues to $12.4 billion.Organon, which was spun off from Merck in 2021, specializes in women's health and biosimilars and has more than 70 products sold across 140 countries.The Organon buyout is part of Sun Pharmaceutical's strategy "of growing its Innovative Medicines business," according to Sun Pharma's statement.The transaction is subject to customary closing conditions, including receipt of required regulatory approvals andapproval by Organon stockholders.
$BOM:524715$NSE:SUNPHARMA