-- 週五下午晚些時候，消費性股票漲跌互現，道富消費必需品精選行業SPDR ETF (XLP) 下跌0.2%，道富非必需消費品精選行業SPDR ETF (XLY) 上漲0.6%。 公司新聞方面，高露潔棕欖 (CL) 股價上漲1.9%，此前該公司公佈的第一季業績超出分析師預期。
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Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Illumina
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $161 from $140, 31x our 2026 EPS estimate (up to $5.18 from $5.13; 2027 estimate up to $5.89 from $5.81), a premium to ILMN's one-year historical forward average of 24x. We were encouraged by ex-China organic sales rising ~3.5% Y/Y in Q1, while adjusted operating margin rose 150 bps Y/Y to 21.9%. We look positively on recent Congressional action to modestly increase the National Institutes of Health (NIH) budget (~1%) rather than the dramatic cuts initially feared by investors, though ILMN's guidance implies continued pressure in academic end markets in 2026. Excluding China, sequencing consumables within research and applied was down 12% Y/Y in Q1, though clinical consumables sales rose 20% Y/Y. Positively, ILMN placed over 80 NovaSeq X instruments (up 20 Y/Y) during the quarter, indicating strong momentum.
$ILMN
Commodities
US Natural Gas Update: Prices Edge Up on Cooler Forecast Despite Oversupply
US natural gas futures rose in late trade on Friday, pushing to a three-week high as traders leaned into cooler early-May forecasts and signs of tighter near-term balances.The front-month Henry Hub contract and the continuous strip both edged up 0.80% to settle at $2.79 per million British thermal units.The late-session strength reflects a shift in sentiment after prices fell to a 1.5-year low around $2.52/MMBtu the previous week amid bloated storage, Barchart said Friday.Weather forecasts call for below-normal temperatures across the eastern half of the US through May 10, a pattern that could extend the heating season, lift residential demand, and slow the pace of injections into already elevated inventories.On Thursday, prices rallied by more than 4% after the US Energy Information Administration reported a 79 billion cubic feet build in inventory for the week, which came in below expectations of 83 Bcf. However, inventories are 8% above the five-year average and 6% higher than a year ago.Reduced output also lent support. Production averaged about 106.4 Bcf per day over the past week, after weak pricing slowed output. Even so, total US output remains fairly robust at an estimated 109.7 Bcf/d, up 3.1% year over year, BNEF data showed.Demand improved modestly over the week, averaging roughly 104.2 Bcf/d. NRG said gains were driven by stronger power-sector burn late in the period, while earlier-week softness partially offset the increase. Bloomberg data showed Lower-48 demand at 70.8 Bcf/d on Friday, up 5.6% from a year earlier.LNG feedgas flows were estimated at 19.1 Bcf/d, down 2.7% week over week, with reduced volumes at Cameron LNG.
Oil & Energy
VLGC Market Tightens as Asia Demand, Canal Congestion Drive Rates Higher, Vortexa Says
Very Large Gas Carrier freight rates surged to $244.8 per metric ton as US liquefied petroleum gas exports hit 2.8 million barrels per day in April, lifting shipping costs, Anna Zhminko, Associate Market Analyst at Vortexa, said in a Thursday note.Shipowners repositioned up to 150 VLGCs to the US Gulf Coast by mid-March, driven by strong export demand during the Middle East conflict.By April 30, ballast VLGC volumes heading to the USGC normalized to January 2026 levels, even as export volumes reached record highs at 2.8 million b/d, Vortexa said.US LPG exports to Asia climbed to a record 1.7 million b/d in April, rising 21% over the month and reinforcing US market share amid tighter Middle East supply, the note added.Shipments to Northeast Asia rose 23% over the month to a seasonal record 1.1 million b/d, with nearly one in 10 cargoes rerouted via the Cape of Good Hope, according to Vortexa.Panama Canal congestion intensified, pushing 40% of US LPG cargoes to Asia around the Cape, while Neopanamax transit costs rose nearly fourfold to $1.076 million on April 29, Vortexa noted.Freight rates on the BLPG3 route climbed to $244.8 per metric ton on April 29, matching late-2023 Panama draft-period highs despite ongoing fluctuations in vessel availability, Vortexa added.Strong demand, extended voyage durations exceeding 20 days via the Cape of Good Hope, and persistent Panama Canal congestion are continuing to support elevated freight levels, Vortexa said.About 13% of the mainstream VLGC fleet moved into ballast positions in the Atlantic Basin as of April 28, up 3 percentage points from the January 2026 average, the note added.This shift in fleet positioning points to sustained strength in US LPG export volumes into May, even as longer routes and logistical constraints weigh on transit efficiency.Middle East LPG exports, excluding Iran, held near 215,000 b/d in April, tightening vessel availability in the region and reinforcing upward pressure on freight rates, according to the note.