-- 澳新銀行（ANZ）週二公佈的數據顯示，截至4月13日至19日當週，澳新銀行-羅伊摩根澳洲消費者信心指數下跌0.2點至64.3。 四周移動平均值則上升0.3點至62.5。 澳新銀行經濟學家索菲亞·安加拉（Sophia Angala）表示，受疲軟的經濟情緒抵消了穩定的勞動力市場狀況的影響，澳洲消費者信心在報告期間基本保持不變，仍處於1973年以來的第四低水平。同時，燃油價格上漲和消費者信心疲軟預計將抑制消費支出。 安加拉補充道，澳洲儲備銀行（RBA）副總裁豪瑟（Hauser）上週表示，澳洲的通膨率仍然過高，並強調了維持預期穩定的重要性。這進一步強化了我們對澳儲行可能在5月升息25個基點的看法。 每週通膨預期從6.7%小幅上升至7.1%，而12個月的當前金融狀況指標上升5.8點至58.4。未來12個月的金融狀況指標從76.4下降至75.3。 未來一年的短期經濟信心下降2.8點至51.3，而未來五年的中期經濟信心從76.7下降至72.9。 「購買大型家用物品的時機」子類別上升1點至63.7。
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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says
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Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012