-- 澳洲服務業在4月重返擴張區間,這得益於3月業務活動萎縮後的復甦。 標普全球澳洲服務業採購經理人指數(PMI)商業活動指數從3月的46.3升至4月的50.7。 指數低於50表示萎縮,高於50表示擴張。 標普全球指出,儘管過去27個月中有26個月服務業活動有所成長,但第二季初的擴張幅度並不大。 標普表示,儘管中東戰亂不斷,但4月員工人數連續第16個月增加,有助於推動商業活動的擴張。 這家債務監管機構表示,企業增加員工是為了應對未來幾個月工作量增加的預期。 報告稱,員工人數的增加也意味著積壓訂單連續第二個月下降,並創下自2025年11月以來的最大降幅。 然而,報告顯示,商業成長僅限於資訊通信和消費服務業,而運輸倉儲業、金融保險業以及房地產和商業服務業則出現下滑。 標普表示,儘管商業活動恢復成長,但由於中東戰爭帶來的通膨壓力,企業4月的訂單量有所下降。 4月燃料成本上漲推高了整體投入成本,43%的受訪者表示3月投入價格上漲。標普稱,與上月相比,通膨率大幅飆升。 標普表示,擴張計畫提振了服務業的樂觀情緒,企業也希望中東危機的解決能幫助新訂單恢復。 標普全球澳洲綜合產出指數從3月的收縮值46.6躍升至4月份的50.4,顯示私部門的商業活動略有成長。
Related Articles
Research Alert: Hsbc Q1 Profit Misses On Fraud Charge, Wealth Revenue Strong
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HSBC's Q1 2026 PBT fell 1% Y/Y to USD9.4B, missing the consensus of USD9.6B, while revenue rose 6% to USD18.6B, beating the consensus of USD18.5B on strong Wealth fee income and banking NII growth. The results showed resilience amid geopolitical uncertainty, though profitability was pressured by elevated ECL charges rising 49% to USD1.3B, including a USD0.4B fraud-related provision and USD0.3B in Middle East conflict allowances. We believe strategic execution remains on track despite near-term headwinds, with USD39B in net new money inflows and continued Wealth momentum supporting the investment thesis. Management upgraded banking NII guidance to ~USD46B from at least USD45B while raising ECL guidance to ~45 bps from ~40 bps, reaffirming 17%+ RoTE targets for 2026-2028. The CET1 ratio declined 90 bps Q/Q to 14.0%, primarily from the Hang Seng privatization impact, though capital adequacy remains solid within the 14%-14.5% target range, supporting the USD0.10 interim dividend and medium-term return profile.
CK Hutchison Cashes in on VodafoneThree Stake
CK Hutchison Holdings (HKG:0001) has agreed to dispose of its 49% stake in VodafoneThree to joint venture partner Vodafone, according to a Hong Kong bourse filing Tuesday.The firm is selling the stake for HK$45.5 billion to "monetize its investment at an attractive valuation."CK Hutchison expects to recognize a gain of around HK$4.7 billion from its stake sale in the mobile network operator, which services over 28 million customers in the U.K.
Alligator Energy Completes First Well Pattern at South Australia Field Trial
Alligator Energy (ASX:AGE) completed the first well pattern at its Samphire uranium project field recovery trial, marking a key step in demonstrating in-situ recovery performance under real field conditions, according to a Tuesday Australian bourse filing.The results met or exceeded the scoping study assumptions, confirming the strong technical viability of uranium recovery from the Samphire paleochannel system, per the filing.Key outcomes included strong permeability and fluid connectivity, around 70% uranium recovery within about 70 pore volumes, wellfield flow rates exceeding 5 liters per second, efficient reagent use within international benchmarks, and solution grades averaging 115 milligrams per liter of triuranium octoxide, the filing said.Groundwater chemistry and salinity had no negative impact, wellfield control remained stable, and ion exchange and elution performed successfully, confirming downstream processing viability.The company will initiate a second well pattern targeting lower-grade, less permeable zones to further assess recovery variability and refine future wellfield design, with results expected in the third quarter, the filing added.The company's shares rose 2% in recent Tuesday trade.