-- 週一,澳洲股市收低,投資人正等待澳洲儲備銀行週二的貨幣政策委員會會議。 S&P/ASX 200 指數下跌 0.37%,或 32.70 點,收在 8,697.10 點。 布蘭特原油期貨價格小漲至每桶 108.36 美元。美國總統川普表示,美國將開始引導波斯灣的中立船隻通過霍爾木茲海峽。 在國內方面,澳新銀行 (ANZ) 報告稱,經季節性調整後,4 月份澳大利亞招聘廣告數量環比下降 0.8%,至 113.3,此前 3 月份的環比下降幅度經修正為 3.2%,至 114.2。 澳洲統計局的數據顯示,經季節性調整後,3 月澳洲核准住宅總數從上月的 19,339 套下降約 11%,至 17,300 套。墨爾本研究所表示,其4月的月通膨指標再次上漲,主要受休閒娛樂相關價格上漲的推動,而這主要是由於機票價格上漲所致。 公司新聞方面,Viva Energy Group(ASX:VEA)預計,其吉朗煉油廠受火災影響的殘渣催化裂解裝置需要約六週時間才能恢復運行,預計將於6月恢復生產。該煉油廠預計在裝置停產期間,柴油和航空煤油的產能將達到約80%,汽油的產能將達到約60%。該公司股價收盤下跌4%。 澳洲國民銀行(ASX:NAB)公佈,其上半年每股現金收益為0.861澳元,低於去年同期的1.145澳元。截至3月31日的六個月淨營業收入為108.7億澳元,高於去年同期的102.7億澳元。該公司股價收盤下跌1%。 最後,由於燃油價格上漲和消費者信心下降導致4月銷售額和利潤率受到負面影響,Accent Group(ASX:AX1)下調了2026財年下半年的息稅前利潤(EBIT)預期。該公司目前預計下半年息稅前利潤為2,300萬澳元至2,800萬澳元。今年2月,Accent Group曾預計下半年息稅前利潤為3,000萬澳元至3,500萬澳元。其股價在收盤時下跌了13%。
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Australia, Japan Elevate Critical Minerals as Core Pillar of Economic Security Cooperation
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Research Alert: CFRA Keeps Hold Rating On Shares Of C.h. Robinson Worldwide, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Following Q1 results, we lower our 12-month target to $195 from $198, 25.8x our 2027 EPS estimate, in line with CHRW's three-year historical forward P/E average of 24.7x. We decrease our 2026 EPS view by $0.41 to $6.20 and 2027's by $0.26 to $7.56. Our respective revenue forecasts are $16.87B (+4%) and $17.95B (+6%). In our view, CHRW demonstrates strong operational execution with AI-driven productivity gains and sustained market share capture, but faces near-term working capital pressures from rising truckload costs that reduced Q1 2026 operating cash flow by 36% despite 15% EPS growth. The company's aggressive share repurchase program ($280.7M in Q1 2026) while operating cash flow declined raises questions about capital allocation sustainability, though leverage remains manageable at 1.32x net debt/EBITDA. Overall, concerns are moderate, reflecting a company in transformation with strong underlying fundamentals but near-term cash conversion challenges that warrant monitoring.