-- 受此消息影响，澳大利亚政府就一项旨在建立“新闻议价激励机制”的立法草案展开公众咨询。该机制旨在强制Meta、谷歌和TikTok等大型数字平台为澳大利亚新闻内容付费。受此影响，Nine Entertainment（ASX：NEC）股价在周二的交易中下跌近1%。 据《澳大利亚金融评论报》（AFR）报道，Nine Entertainment是《澳大利亚金融评论报》的出版商，目前与谷歌签有商业协议。 政府在周二发布的咨询声明中表示，鼓励数字平台与新闻出版商达成商业协议，“这是首选模式”。然而，选择不这样做的平台将被要求按其收入的一定比例缴纳费用，所收取的费用将重新分配给新闻媒体行业。 据《澳大利亚金融评论报》报道，这项举措是在Meta宣布不再续签商业协议后提出的，该举措提议对不进行谈判的科技公司征收2.25%的收入税。 政府此次咨询的意见征集将于5月18日截止。
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Research
Research Alert: Barclays Delivers In-line Q1 With Broad-based Growth; Reaffirms All Targets
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Barclays delivered solid Q1 2026 results with profit before tax of GBP2.81B (+3% Y/Y) and RoTE of 13.5%, in line with consensus expectations of GBP2.83B. Total income grew 6% to GBP8.16B, reflecting broad-based performance, with the Investment Bank achieving record quarterly income exceeding GBP4B (Global Markets up 6%, Banking fees up 17%) and U.K. businesses continuing growth with net interest income (NII) up 12%. We believe Barclays remains on track to achieve its targets given the momentum shown in Q1 2026, with all divisions achieving double-digit returns, including the U.S. Consumer Bank RoTE improving to 18.8% from 4.5%. Management reaffirmed all 2026 and 2028 financial targets, expressing confidence in achieving more than 12% RoTE in 2026 and more than 14% in 2028, supported by its diversified platform. Capital strength remains robust with a 14.1% CET1 ratio near the top of its 13%-14% target range, supporting the announced GBP500M share buyback following completion of the ongoing GBP1.0B program.
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Oil & Energy
EMEA Oil Update: Brent Hits 3-Week Peak Amid Hormuz Standoff
Crude prices extended gains on Tuesday with Brent futures hovering above a three-week peak as the market remained skeptical of a new Iranian peace proposal.The Brent futures contract gained 2.3% to $110.72 per barrel, taking the contract to its highest since April 7.Murban closed at $104.19 on April 27 and was not trading as of the time of publishing this oil price update.While reports emerged that Tehran offered a deal to reopen the Strait of Hormuz in exchange for an end to the US naval blockade, analysts at Commerzbank noted that the market is "losing its faith" in such stories after numerous false starts."US-Iran peace talks remain at an impasse, with efforts to resume negotiations stalled. Iran reportedly offered the US a proposal to reopen the Strait of Hormuz over the weekend, which the White House confirmed is being discussed by President Trump's national security team," Saxo Bank analysts said.The physical impact of the US-led blockade is becoming increasingly stark.Data from Kpler reveals that Iranian oil exports have collapsed by 70%, dropping to just 567,000 barrels per day from a March average of 1.85 million.With Iranian storage facilities estimated to have less than 22 days of capacity remaining, the country faces forced production cuts of up to 1.5 million barrels per day by mid-May.This possibility of such a supply cut was reinforced on Monday when two Iran-linked supertankers, the Tifani and Phonix, were seen turning east away from the blockade after being intercepted by US forces near Sri Lanka.Looking ahead, the prospect of a "cruel summer" for global consumers is growing, strategists at RBC Capital Markets noted.RBC analysts warned that the conflict, now entering its third month, has triggered the largest supply shock in modern history by displacing nearly one billion barrels of crude and refined products.Even if a diplomatic breakthrough occurs, experts caution that damage to infrastructure and logistics entail a slow future recovery in Middle Eastern oil and gas output, ensuring higher prices and tighter inventories persist.
Asia
Market Chatter: Idemitsu Kosan to Supply Nearly 4 Million Barrels of Crude Oil to Vietnam
Japanese petroleum company Idemitsu Kosan (TYO:5019) will supply Vietnam with around 4 million barrels of crude oil via shipping routes that avoid the Strait of Hormuz, the Nikkei Asian Review reported Monday.The crude, sourced from the Middle East, will be refined in Vietnam and supports both domestic fuel supply and plastic feedstock production used in Japan-bound exports, reportedly.The shipment equals roughly 10 days of Vietnam's crude consumption and is expected to help maintain operations at key refineries, including the Nghi Son complex in Thanh Hoa province, the report said.(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.)
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