-- 週五收盤時,澳洲股市走勢平穩,略微偏向下行,投資者正等待本週末美國和伊朗就結束巴基斯坦衝突舉行的會談。 S&P/ASX 200 指數變化不大,收在 8,960.60 點。 美國總統川普表示,伊朗在允許石油通過霍爾木茲海峽方面做得「非常糟糕」。伊朗正試圖對通過該海峽的油輪徵收通行費。布蘭特原油期貨價格上漲 1%,至每桶 96.83 美元。 在國內方面,根據澳洲統計局經季節性調整的數據,2 月澳洲核准住宅總數較上月成長近 30%,達到 19,022 套,上月為 14,669 套。 Cotality 在報告中指出,過去幾年,澳洲的房價走勢呈現分化趨勢,供需不平衡導致了這一現象。從2020年第一季到2025年第三季度,房價漲幅最大的地區集中在人口增長速度遠超房屋竣工速度的州,西澳大利亞州和昆士蘭州就是典型的例子。 本迪戈銀行首席經濟學家大衛羅伯森預計,澳洲儲備銀行(RBA)將在5月份維持現金利率不變,但8月很可能進行今年的第三次升息。 公司新聞方面,麥哲倫金融集團(ASX:MFG)表示,其股東在周五舉行的特別股東大會上批准了一項決議,擬向巴倫喬伊各方和巴克萊銀行的一家關聯公司發行對價股份,作為擬議合併的一部分。 福特斯克(ASX:FMG)正在加緊建設一個工業級、完全一體化的綠色能源電網,計劃到2027年實現其在西澳大利亞州皮爾巴拉地區的所有運營活動24小時完全擺脫化石燃料的依賴。該公司股價在收盤時下跌了1%。 最後,Life360(ASX:360)裁員,但未透露具體人數。根據執行長勞倫安東諾夫在社群媒體上發布的消息,此舉是公司轉型為「人工智慧原生模式」計畫的一部分。該公司股價收盤下跌3%。
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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says
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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.
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.