-- 瑞银证券周一发布的一份报告指出，尽管1月份受到天气影响，J.B. Hunt运输服务公司（JBHT）第一季度的国内多式联运货运量仍好于预期。 该券商表示，根据集装箱进口和铁路货运量数据，行业多式联运货运量正朝着高于预期的方向发展。瑞银预计，这将使JB. Hunt第一季度的运营比率改善至91.8%，低于此前预期的92.1%。同时，瑞银将JBHT第一季度的每股收益预期从1.43美元上调至1.45美元。 瑞银表示，目前预计2026年多式联运货运量将增长1%，而此前的预期为下降0.7%。第二季度多式联运货运量也预计将增长2.4%，高于此前的0.1%。 预计强劲的整车运输现货价格将支撑多式联运定价，但这种支撑作用将滞后约三个季度，并可能从第三季度开始带来实际价格的改善。瑞银将2026年每股收益预期从7.15美元上调至7.35美元，并将2027年每股收益预期从8.90美元上调至9.40美元。 瑞银将J.B. Hunt的目标股价从196美元上调至216美元，并维持“中性”评级。
Price: $226.63, Change: $-0.41, Percent Change: -0.18%
Hong Kong stocks ended little changed Monday as U.S.-Iran talks stalled, heightening concerns over potential disruptions to energy flows.The Hang Seng Index fell 52.42 points to end marginally lower at 25,925.65, while the Hang Seng China Enterprises Index dropped 19.30 points to 8,756.32.U.S. President Donald Trump scrapped plans to send envoys to Islamabad for weekend talks, signaling a pause in diplomatic efforts.He said Sunday Iran could call if it wants to negotiate an end to the conflict, while insisting it must not possess nuclear weapons, after Tehran urged the removal of obstacles to a deal, including the U.S. blockade of its ports.Sentiment was partially supported after an Axios report said Iran may prioritize reopening the strait while postponing nuclear negotiations.Meanwhile, China's industrial profits accelerated in March, marking their fastest growth in six months.Profits rose 15.8% year on year, up from a 15.2% increase in the January-February period, according to data from the National Bureau of Statistics released Monday.In corporate news, CITIC Securities (HKG:6030, SHA:600030) closed nearly 2% higher after reporting a 55% growth in first-quarter profit.
WuXi AppTec (HKG:2359) booked 4.65 billion yuan in attributable profit for the first quarter of 2026, up 27% from 3.67 billion yuan a year earlier, according to a Hong Kong bourse filing Monday.Earnings per share were 1.58 yuan, compared with 1.28 yuan in the prior year.Revenue jumped 29% year on year to 12.44 billion yuan, figures showed.
Religare Enterprises (NSE:RELIGARE, BOM:532915) said the managing director and chief executive officer of its subsidiary, Care Health Insurance, has stepped down from the role on April 25 upon completion of tenure, according to an Indian bourse filing on Sunday.Shares of the company rose nearly 2% in Monday's trade.