-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：Tenet Healthcare第一季調整後每股盈餘為4.82美元（年成長10.6%），超出市場預期0.65美元；淨營業收入為53.68億美元（年成長2.8%），低於市場預期0.5%。合併調整後EBITDA為11.62億美元，與去年同期持平，利潤率為21.6%。門診護理業務表現強勁，營收成長10.6%至13.2億美元，調整後EBITDA成長6.1%至4.84億美元，但利潤率下降150個基點至36.7%。醫院業務部門受到《平價醫療法案》(ACA)增強保費稅收抵免到期帶來的不利影響，營收僅增長0.5%至40.48億美元，調整後EBITDA下降4.1%至6.78億美元，利潤率壓縮80個基點至16.7%。我們認為，強勁的每股盈餘超出預期並維持利潤率預期，顯示儘管業務量面臨挑戰，但公司對基本營運趨勢仍充滿信心。 THC維持其2026財年調整後EBITDA預期為44.85億美元至47.85億美元，同時將調整後每股盈餘中位數上調1.2%至17.53美元，主要得益於股票回購。
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Sector Update: Energy
Energy stocks rose Thursday afternoon with the NYSE Energy Sector Index gaining 1% and the State Street Energy Select Sector SPDR ETF (XLE) climbing 0.8%.The Philadelphia Oil Service Sector Index advanced 0.5%, and the Dow Jones US Utilities Index rose 1.3%.West Texas Intermediate crude oil fell 2.4% to $104.37 a barrel, and global benchmark Brent dropped 3.5% to $113.93 a barrel. Henry Hub natural gas futures rose 3.9% to $2.75 per 1 million BTU.In corporate news, Apollo Global Management (APO), Blackstone (BX) and KKR (KKR) are among the final bidders for a major stake in Shell's (SHEL) LNG Canada project in a deal that could top $10 billion and reach as much as $15 billion, Reuters reported. Shell shares rose 1.3%.
$SHEL
Asia Markets
Exchange-Traded Funds Higher as US Equities Advance After Midday
Broad Market IndicatorsBroad-market exchange-traded fund IWM and IVV rose. Actively traded Invesco QQQ Trust (QQQ) edged up 0.4%.US equity indexes were higher after midday Thursday as investors weighed mega-cap corporate earnings and a warning from Iran's new supreme leader that Tehran won't give up its nuclear stockpile.EnergyIShares US Energy ETF (IYE) and the State Street Energy Select Sector SPDR (XLE) each added about 0.8%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) was down 0.4%; iShares US Technology ETF (IYW) rose 0.6%, and iShares Expanded Tech Sector ETF (IGM) gained 0.5%.The State Street SPDR S&P Semiconductor (XSD) climbed 3.7%, and iShares Semiconductor (SOXX) was up 1.9%.FinancialThe State Street Financial Select Sector SPDR (XLF) added 0.1%. Direxion Daily Financial Bull 3X Shares (FAS) climbed 0.3%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), lost 0.4%.CommoditiesCrude oil fell over 2%, and the United States Oil Fund (USO) lost 3%. Natural gas was up 4%, and the United States Natural Gas Fund (UNG) rose 4.2%.Gold on Comex added 1.4%, and the State Street SPDR Gold Shares (GLD) advanced 1.6%. Silver rose 2.3%, and iShares Silver Trust (SLV) was up 2.6%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) rose 1.4%. The Vanguard Consumer Staples ETF (VDC) added 1.5%, and iShares Dow Jones US Consumer Goods (IYK) was 0.9% higher.The State Street Consumer Discretionary Select Sector SPDR (XLY) rose 0.4%. VanEck Retail ETF (RTH) added 0.5%, and the State Street SPDR S&P Retail (XRT) was up 1.9%.Health CareThe State Street Health Care Select Sector SPDR (XLV) rose 2.3%, iShares US Healthcare (IYH) added 2.3%, and Vanguard Health Care ETF (VHT) was 2.2% higher. IShares Biotechnology ETF (IBB) gained 2%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) added 2.4%. Vanguard Industrials Index Fund (VIS) and iShares US Industrials (IYJ) were also higher.CryptocurrencyIn midday activity, bitcoin (BTC-USD) added 0.8%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) rose 1%, ProShares Ether ETF (EETH) gained 1.2%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was flat.
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Australia
Brinker's Guidance Appears Achievable, Led by Chili's Chicken Sandwich Launch, UBS Says
Brinker International's (EAT) top end of full-year 2026 guidance seems achievable with a strong Chili's chicken sandwich launch and continued traction across sales initiatives, UBS Securities said in a note Thursday.The brokerage expects mid-single-digit same-store-sales growth and positive traffic at Chili's as reachable in fiscal Q4, with momentum likely continuing in fiscal 2027, driven by contribution from everyday value, marketing, menu enhancements, operational improvements, and remodel benefits over time, according to the note.Additional future catalysts for Brinker include accelerating unit growth, an eventual Maggiano's turnaround, strong balance sheet, and share repurchases, the brokerage said.UBS maintained a buy rating on Brinker with a price target of $190.Price: $151.10, Change: $+3.30, Percent Change: +2.23%
$EAT