-- 週四,受全球原油價格上漲、利率上升以及霍爾木茲海峽重新開放前景不明朗的影響,亞洲股市普遍下跌。 香港和東京股市收跌,上海股市小漲。其他地區性股市也同樣漲跌互現。 在日本,日經225指數在休市一天後低開,未能反彈,最終收跌1.1%,此前10年期日本國債殖利率升至2.52%,創近30年來新高。 日經225指數下跌632.54點,收在59,284.92點,下跌個股數量超過上漲個股,比例為156比65。 瑞薩電子領漲,上漲10.3%,IT巨擘富士通在公佈財報後下跌13.9%。 經濟新聞方面,日本經濟產業省(METI)報告稱,受化工和石油產量疲軟的影響,日本3月工業生產年增2.3%,但經季節性調整後較上季下降0.5%。 METI補充道,日本3月零售銷售額年增1.7%,較上季成長1.3%。 香港恆生指數開盤走勢平穩,但隨後下跌,最終收跌1.3%,交易員密切關注油價持續上漲。 恆生指數下跌335.31點,收25,776.53點,下跌個股數量超過上漲個股,比例為70比8。恆生科技指數下跌0.8%,內地產指數下跌0.1%。 中芯國際領漲,漲幅達7.8%,電動車製造商比亞迪下跌5.4%。 中國大陸方面,上證綜指上漲0.1%,收在4112.16點。 經濟新聞方面,標普全球報告稱,中國4月製造業採購經理人指數(PMI)升至52.2,高於3月的50.8,進一步突破50榮枯分界線。 另根據國家統計局報告,中國4月官方PMI為50.3,略低於3月創下的12個月高點50.4。 其他地區股市方面,韓國KOSPI指數下跌1.4%;台灣加權指數(TWSE)下跌1%;澳洲ASX 200指數下跌0.2%;新加坡海峽時報指數上漲1.1%;泰國T10指數上漲0.1%。孟買股市尾盤交易中,Sensex指數下跌0.8%。 MSCI亞太地區所有國家指數當日下跌近1%。
Related Articles
Research Alert: CFRA Maintains Hold Rating On Shares Of Equity Residential
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $3 to $69 per share, applying a wider equity risk premium and a forward P/FFO of 16.8x, a premium to the multifamily residential REIT average at 15.5x given EQR's premium urban, coastal markets that face less new supply in the trust's local markets. We keep our 2026 FFO estimate at $4.10 and 2027's at $4.25 on unchanged revenue forecasts of $3.2B and $3.3B. EQR and its peers have underperformed the S&P 500 given the group's defensive characteristics and slower but steady growth profile. EQR's stock beta is 0.74, indicating slightly less price volatility than the equity market. The shares offer an attractive 4.3% dividend yield, well above the S&P 500, which is below 2.0%. Our cautious view on EQR is tied to lower expectations on rental rate increases and higher operating expenses. Even in EQR's coastal markets, we are seeing the impact of weak new job growth in technology and entertainment on new tenant leases. This supports a moderating outlook for this real estate asset class.
Research Alert: Parker Hannifin: Fy Q3 Earnings Benefit As Aerospace Growth Soars
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PH delivered strong Q3 FY results with sales of $5.5B (+11% Y/Y) and adjusted EPS of $8.17 (+18% Y/Y), reflecting broad-based momentum and 6.5% organic growth across segments. The results demonstrate healthy end-market demand. The Aerospace Systems and Diversified Industrial segments contributed meaningfully to overall performance. Aerospace Systems achieved $1.81B in revenue (+15.5% Y/Y) with 14.2% organic growth, resulting in record adjusted operating margins of 29.5% (+80 bps Y/Y). The segment benefited from 22% commercial OEM growth and 14% aftermarket expansion as aircraft build rates accelerate. Order rates remained robust at +14% with record backlogs supporting future growth. The Diversified Industrial recovery gained further traction, with 3.0% organic growth and record margins of 25.3%. North America achieved 2.8% growth, while International operations saw a 3.3% expansion. We believe the sustained aerospace momentum and accelerating industrial recovery position PH well for continued outperformance.
CGI Price Target Cut to $110.00 at Stifel Canada, on More Conservative Growth Outlook
Stifel Canada on Thursday cut its price target on shares of CGI (GIB-A.TO) by $18.00 to $110.00 on a "more conservative growth outlook" after the company reported its second-quarter results.In a note, analyst Suthan Sukumar, who is maintaining a buy rating on the company, said his key takeaway from the results is CGI's reaffirmed expectations for improved organic growth over the fiscal year. "The bookings softness in the quarter doesn't help much with visibility, but appears transitory and was largely driven by European deal slippage that has already begun to normalize," Sukumar notes.Accelerated system integration and consulting (SI&C) bookings reflect stronger client spending intentions around AI and cyber. This, combined with a rebounding US Federal segment, robust public-sector demand, and sustaining financial services strength, help support a path to organic growth over the year. M&A also remains a potential upside catalyst.CGI now trades at a decade-plus trough P/E multiple of 9x. Stronger organic growth is the primary factor to support a re-rate, which may take time given a difficult macro backdrop, particularly in Europe (~50% of revenues), Sukumar adds.Price: $88.26, Change: $-1.52, Percent Change: -1.69%