-- 根据FactSet调查的分析师报告，史蒂文·马登(SHOO)的平均评级为“增持”，平均目标价为43.78美元。 (报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us)
Price: $38.50, Change: $-0.07, Percent Change: -0.18%
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Commodities
US Biofuels Update: Soybean Futures Shrug Off Stalled Middle Eastern Peace Talks, Surge Higher
Biofuels feedstock futures closed higher, with the soybean complex leading crop futures higher on Monday, despite another round of canceled peace talks in the Middle East over the weekend.The Chicago Board of Trade July soybean futures contract closed 1.15% higher at $11.92 per bushel, while the CBOT July soybean oil futures contract settled 0.48% higher at 71.67 cents per pound.On Monday, the June ethanol futures contract on the Nymex ended 1.66% higher at $1.99 per gallon.Rhett Montgomery, DTN analyst, said that the soybean market ignored the stalled peace talks between the US and Iran."Soybean meal futures rallied sharply on Monday, likely the result of spread trading as soybean oil has taken a historically large share of crush value through 2026 thus far and traders are likely working to unwind some of that," Montgomery said in a daily note.He added that Brazil's record crop leads market participants to think China doesn't need to buy US beans. "However, a deal of some sort at next month's meeting can't be ruled out, and in terms of world soybean demand, it is the most pivotal event on the market's horizon currently."On Monday, the US Department of Agriculture's Weekly Export Inspection Report showed that soybean bookings totaled 23.1 million bushels for the week ending April 23. Total inspections for 2025-26 are now at 1.206 billion bushels, down 20% from the previous year.USDA is estimating soybean exports to total 1.540 bb in 2025-26, down 18% from the previous year. Soybean inspections are running behind USDA's estimated pace, even as USDA's estimate of soybean ending stocks is 20% above the previous five-year average.
Sectors
Sector Update: Consumer Stocks Fall Late Afternoon
Consumer stocks fell late Monday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.6%.In corporate news, United Airlines (UAL) CEO Scott Kirby confirmed he approached rival American Airlines (AAL) about a possible merger, and American declined to engage, closing the door on a deal. Separately, American is selling $1.14 billion of bonds financing a group of planes, Bloomberg reported. United shares fell 1.2%, and American dropped 3%.Domino's Pizza (DPZ) reported weaker-than-expected Q1 results on Monday, with the company's CEO saying consumer uncertainty and inflation weighed on demand late in the quarter. Its shares slumped past 9%.Verizon Communications (VZ) lifted its full-year earnings outlook on Monday and reported a Q1 bottom line above market estimates, while it unexpectedly added postpaid phone subscribers in the three-month period. Its shares rose 1.2%.Toyota Motor (TM) reported Monday total worldwide sales of 897,871 vehicles in March, down 7.3% from a year earlier. Toyota shares were fractionally higher.
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US Markets
Airline Capacity Deployment Slowdown Amid High Fuel Prices Could Hit Aircraft Lessors, Deutsche Bank Says
Aircraft lessors could be impacted by a projected slowdown in airline capacity deployment globally amid elevated jet fuel prices triggered by the Middle East conflict, Deutsche Bank said Monday.Energy prices have soared following the US-Israel war with Iran that has disrupted shipments through the Strait of Hormuz, the world's most important chokepoint for crude flows.The conflict, which paused following a ceasefire between the US and Iran and later between Israel and Lebanon, has pushed jet fuel prices past $4 a gallon, according to Deutsche Bank."While aircraft lessors are not directly impacted (by high fuel prices) like airlines with higher operating costs, they are indirectly affected by changes in supply and demand for aircraft," Deutsche Bank analyst Shannon Doherty said in a note to clients Monday. "We cannot ignore the fact that surging jet fuel prices will lead to a slowing of global airline capacity deployment, with groundings a possibility among the financially weakest operators."Last week, American Airlines (AAL) and United Airlines (UAL) lowered their full-year earnings projections. United Airlines said at the time it faced headwinds in the first quarter, including a $340 million increase in fuel expense, compared with a year earlier.Qatar Airways recently contacted lessors to potentially defer or reduce rental payments, Deutsche Bank said Monday. If other airlines request similar favors and aircraft lessors opt to provide that relief, new terms will likely be net present value-positive over the longer term for lessors, according to the note.A premium multiple to AerCap Holdings' (AER) book value is "justified" given its diversified asset fleet earning mid-double-digit return on equity, Doherty said. An undersupply of aircraft assets is "structural" and is expected to last through the end of the decade, the brokerage wrote."AerCap represents one of the best ways to play this theme given the high demand for aircraft, its large orderbook, durable earnings, and high visibility into future cash flows given the long duration nature of its lease contracts," Doherty said.Price: $137.95, Change: $-0.14, Percent Change: -0.10%
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