-- 瑞銀證券週二發布的一份報告稱，由於地緣政治緊張局勢抑制了北美遊客對歐洲郵輪的需求，皇家加勒比郵輪公司（RCL）2026年的財務預期面臨下調。 該機構將RCL 2026年全年收益率成長預期從3%下調至1.5%，低於市場普遍預期，並下調了第二季和第三季的業績預測，原因是近期「歐洲航線」的價格和預訂量疲軟。報告指出，由於歐洲航線業務有限以及加勒比海地區需求強勁，第一季和第四季的業績預期「保持不變」。 通路調查顯示，一些郵輪公司降低了歐洲航線的價格，取消預訂也影響了預訂量；阿拉斯加航線的需求“近幾周有所回升”，加勒比海地區的需求“保持穩定”。該機構指出，2027年歐洲航線的長期預訂情況「非常強勁」。 分析師還表示，皇家加勒比集團可能難以在收益率走低的情況下“削減開支”，但削減“非核心開支”或許有助於使郵輪淨成本“大致持平”，瑞銀表示。 瑞銀維持對皇家加勒比的「買入」評級，並將目標價從350美元下調至321美元。
Price: $282.12, Change: $-0.29, Percent Change: -0.10%
China Shenhua Energy's (SHA:601088, HKG:1088) attributable net profit fell 11% in the first quarter of 2026 to 11.9 billion yuan from 13.4 billion yuan a year earlier, according to filings on the Shanghai and Hong Kong bourses over the weekend.Earnings per share edged down to 0.591 yuan from 0.673 yuan.Revenue climbed 1.2% to 70.4 billion yuan from 69.6 billion yuan a year prior, which the coal mining company attributed to higher revenue from power sales.
Japanese shares climbed on Monday's opening session, driven by solid corporate earnings from Wall Street, even as peace negotiations between the U.S. and Iran broke down, extending the shutdown of the Strait of Hormuz.The Nikkei rose modestly by 164.5 points, or 0.3%, to start trading day at 59,880.71.Markets are expected to stay tense as several major central banks, including the Bank of Japan, announce their policy decisions starting Tuesday.Although investors broadly anticipate no change in interest rates, traders will watch closely for any signals that officials are worried about inflation risks arising from oil supply disruptions linked to the Iran conflict.
Altair Minerals (ASX:ALR) received a firm commitment from Endeavour Mining's Endeavour Gold subsidiary to raise AU$28.2 million through a placement of 656.3 million shares at AU$0.043 apiece, according to a Monday filing with the Australian bourse.In tranche one, 398 million shares will be issued, while the remaining 258.3 million shares will be issued in tranche two, subject to shareholder approval, the filing said.Proceeds will be used to advance the company's drilling and geochemical programs.Endeavour is expected to become a 9.9% shareholder of the company upon completion of the placement, per the filing.Shares rose 20% in recent Monday trade and earlier reached their highest since June 2012.