-- 瑞银证券周二发布的一份报告称，由于地缘政治紧张局势抑制了北美游客对欧洲邮轮的需求，皇家加勒比邮轮公司（RCL）2026年的财务预期面临下调。 该机构将RCL 2026年全年收益率增长预期从3%下调至1.5%，低于市场普遍预期，并下调了第二季度和第三季度的业绩预测，原因是近期“欧洲航线”的价格和预订量疲软。报告指出，由于欧洲航线业务有限以及加勒比海地区需求强劲，第一季度和第四季度的业绩预期“保持不变”。 渠道调查显示，一些邮轮公司降低了欧洲航线的价格，取消预订也影响了预订量；阿拉斯加航线的需求“近几周有所回升”，加勒比海地区的需求“保持稳定”。该机构指出，2027年欧洲航线的长期预订情况“非常强劲”。 分析师还表示，皇家加勒比集团可能难以在收益率走低的情况下“削减开支”，但削减“非核心开支”或许有助于使邮轮净成本“大致持平”，瑞银表示。 瑞银维持对皇家加勒比的“买入”评级，并将目标价从350美元下调至321美元。
Price: $282.12, Change: $-0.29, Percent Change: -0.10%
AES (AES) has an average rating of hold and mean price target of $15.12, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Compass Therapeutics (CMPX) reported that its experimental drug tovecimig did not meet the overall survival secondary endpoint in a phase 2/3 study in patients with advanced biliary tract cancer, the company said Monday.Shares of the company fell more than 63% in recent pre-bell activity Monday.The company said that tovecimig plus paclitaxel did not show a statistically significant overall survival benefit versus chemotherapy alone, largely due to high crossover from the control arm and prolonged survival after switching to the drug.However, the study met other key endpoints, including statistically significant improvements in progression-free survival and overall response rate versus paclitaxel alone.Compass Therapeutics plans to meet with the US Food and Drug Administration to discuss the results ahead of a planned biologics license application submission, it added.Price: $1.91, Change: $-3.11, Percent Change: -63.35%
Gold prices eased early on Monday, remaining rangebound even as the dollar fell ahead of the Wednesday interest-rate announcement from the Federal Reserve.Gold for June delivery was last seen down US$26.50 to US$4,714.40 per ounce, remaining within the US$200 range it has been stuck in since the start of the war on Iran, as high oil prices raise concerns over higher inflation and threaten to boost interest rates.The Federal Open Market Committee (FOMC) will make its latest interest-rate decision at the Wednesday afternoon end to its two-day meeting. The CME FedWatch Tool sees a 100% probability the group will leave rates unchanged."Gold remains stuck in neutral within a broad USD 200 range around USD 4,750, with most intraday price action dictated by energy prices and the ebb and flow of headlines from the White House and the Middle East. The FOMC is widely expected to leave rates unchanged on Wednesday," Saxo Bank noted.The dollar was lower early, with the ICE dollar index last seen down 0.28 points to 98.26. Treasury yields rose, with the yield on the two-year note up 1.0 basis points to 3.801%, while the 10-year note was paying 4.321%, up 1.3 points.