-- 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： 湯森路透2026年第一季調整後每股盈餘為1.23美元，高於去年同期的1.12美元，超出市場預期0.02美元；營收成長10%（有機成長8%），達到20.9億美元，超出預期5,000萬美元。業績超預期主要得益於三大業務板塊的強勁成長，這三大板塊成長11%（有機成長9%），佔總營收的85%，展現了其在關鍵專業工作流程領域的強大實力。我們認為，CoCounsel等「受託級人工智慧」產品的日益普及，以及經常性收入8%的有機成長，都為湯森路透穩健的訂閱模式提供了有力支撐。管理階層維持了2026年全年有機收入成長7.5%-8.0%和調整後EBITDA利潤率提升100個基點的預期，但將淨利息支出預期上調至1.8億至1.9億美元。我們預期人工智慧在法律專業人士和企業業務板塊的整合將持續保持成長勢頭，同時，3.32億美元的強勁自由現金流（同比增長19%）和8.67億美元的資本回報表明公司擁有強大的現金流生成能力和對股東友好的資金分配策略。
Related Articles
Treasury
TD Sees Higher Oil Prices Lifting Canada's Export Values in Q2
Canada's merchandise trade balance moved into a $1.8 billion surplus in March from a $5.1 billion deficit the prior month, said TD.Exports in March surged by 8.5% month over month following February's sturdy gain. Rapidly rising energy prices pushed crude oil exports up 18.9% month over month, while exports of unwrought gold, silver, and platinum rose by a sizeable 37.7% month over month.Meanwhile, exports of motor vehicles and parts (+4.5% month over month) rose again in March as they continued their recovery from January's depressed level. In total, seven of 11 product categories registered a gain.March's trade data showed some firming in headline activity, though all of the positive print in exports came from price impacts of higher oil prices, stated TD.With data up until March in the books, net trade still appears poised to subtract from Q1 2026 real gross domestic product growth, reflecting a broadly stronger quarter for imports.Looking ahead, higher oil prices should "meaningfully" lift nominal export values into Q2, helping to further improve the trade balance, accoridng to the bank.
$$CXY
Asia Markets
UK Shares Drop as Holiday-shortened Week Starts with HSBC Earnings, Geopolitical Tensions
After a long weekend in the UK, the FTSE 100 closed 1.40% lower on Tuesday as corporate earnings continued to pour in against the backdrop of a fragile US-Iran ceasefire.British banking group HSBC (HSBA.L) dropped 5.86% after reporting first-quarter results that were described as "mixed" by BofA Global Research, with profit after tax attributable to ordinary shareholders of the parent edging up year over year to $6.94 billion from $6.93 billion."HSBC printed an ok set of Q126 numbers," BofA said. "[Pretax profit] ex notable items was in line with consensus, with income beat (from fees and other income) offset by higher costs and impairments. Banking [net interest income] was in line. We are encouraged by HSBC's continued balance sheet and Wealth fee income growth, and remain confident in management's ability to manage cost. While [expected credit loss] was noisy in Q1, we are not concerned about the fundamental credit quality of HSBC's loan book."On the upside, Intertek Group (ITRK.L) rose 5.95% to lead the blue-chip index after confirming it had received a third unsolicited, indicative and conditional proposal from Swedish private equity firm EQT, offering 58 pounds sterling per share in cash, up from prior rejected bids of 54 pounds per share and 51.50 pounds per share."We raise ITRK to Outperform and our [price target] by ~30% to GBP58.50 following announcements of a strategic review to potentially split the business in two and of potential private equity interest in the whole group," RBC Capital Markets said. "We think the status quo is the least likely outcome and think key protagonists have their eye on an eventual US listing of the core testing assets to sit alongside highly comparable, highly valued UL Solutions."In the economic corner, the UK's new car registrations surged 24% year over year to 149,247 units in April, according to data from the Society of Motor Manufacturers and Traders. The reading indicated a recovery in the car market from the negative tax change impact in 2025 and marked the best outturn since 2019, SMMT said."The mounting cost of compliance threatens to limit consumer choice, overall decarbonisation and the sector's competitiveness so the need for a rapid review of the transition to align policy with market realities is unchanged, else Britain's attractiveness as a vehicle market and manufacturing hub will be put at risk," said SMMT Chief Executive Mike Hawes.
$^FTSE$HSBA.L$ITRK.L
Australia
Market Chatter: Anthropic Introduces AI Agents for Financial Services Tasks
Amazon-backed (AMZN) Anthropic introduced new artificial intelligence agents built for a broader mix of financial services tasks, Bloomberg reported Tuesday.These agents can draft pitch decks for client meetings, review financial statements, and escalate cases for compliance review, the report said, adding that they are designed for professionals in the banking, insurance, asset management and fintech industries.Anthropic is also improving Claude AI's ability to work across third-party software like Excel, PowerPoint and Outlook, and integrate data from partners in the financial services industry, Bloomberg said.Anthropic did not immediately respond to a request for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $276.16, Change: $+4.08, Percent Change: +1.50%
$AMZN