-- 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：我們將目標價從35美元調整至34美元，主要原因是自1月上次更新以來歐元兌美元走弱。這項調整反映了我們上調後的2026年每股收益預期為12.1倍的預期本益比。我們認為，ING五年歷史平均預期本益比8.9倍的溢價是合理的，因為其獲利能力和資本回報潛力均有所提升。我們將2026年每股盈餘預期從2.30歐元上調至2.40歐元，並將2027年每股盈餘預期從2.70歐元上調至2.80歐元。該行2026年的強勁開局為我們提供了強有力的新證據，進一步鞏固了我們的看漲觀點。其穩健的商業成長、上調的淨利息收入預期以及嚴格的成本控制，都展現了清晰的營運動能。立即啟動10億歐元的新一輪股票回購計劃，彰顯了ING對股東回報的堅定承諾。我們相信，ING憑藉其成熟的數位化優勢、加速實現的收入多元化以及清晰且風險可控的2027年超過15%的股本回報率目標，使其成為歐洲銀行業頂級投資標的。
Related Articles
Sectors
Sector Update: Consumer
Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.2% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 0.7%.In corporate news, Estee Lauder (EL) lifted its full-year earnings outlook on Friday as the cosmetics company said it aimed to lay off more staff than previously planned as part of an ongoing restructuring program. Its shares rose 3.5%.
$EL
Commodities
Update: US Active Rig Count Rises by 3, Baker Hughes Says
(Updated to include additional details.)The combined count of crude oil, natural gas, and miscellaneous rigs in the US rose by three to 547 in the week ending May 1, according to data from Baker Hughes (BKR) released Friday.The US oil rig count rose by one from 407 the previous week to 408, while the number of gas rigs increased by one from 129 the previous week to 130.The number of miscellaneous rigs in the US rose by one from eight the previous week to nine, the data revealed. The US had 472 oil, 108 gas, and four miscellaneous rigs in operation a year earlier.The consolidated North American oil and gas rig count, a key early indicator of future production levels, dropped by four to 670 from 674 the previous week.Price: $69.30, Change: $-0.38, Percent Change: -0.54%
$BKR
Asia Markets
Exchange-Traded Funds Advance as US Equities Rise After Midday Friday
Broad Market IndicatorsBroad-market exchange-traded fund IWM and IVV were higher. Actively traded Invesco QQQ Trust (QQQ) edged up 1%.US equity indexes rose after midday Friday, with technology and consumer discretionary helping push the S&P 500 and Nasdaq Composite to record highs, while crude oil futures slumped.EnergyIShares US Energy ETF (IYE) and the State Street Energy Select Sector SPDR (XLE) each shed about 1.5%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) was up 1.4%; iShares US Technology ETF (IYW) rose 1.3%, and iShares Expanded Tech Sector ETF (IGM) gained 1.3%.The State Street SPDR S&P Semiconductor (XSD) climbed 1%, and iShares Semiconductor (SOXX) was up 0.5%.FinancialThe State Street Financial Select Sector SPDR (XLF) added 0.1%. Direxion Daily Financial Bull 3X Shares (FAS) rose 0.2%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), lost 0.3%.CommoditiesCrude oil fell 2.6%, and the United States Oil Fund (USO) slipped 3.1%. Natural gas rose fractionally, and the United States Natural Gas Fund (UNG) added 0.3%.Gold on Comex added 0.4%, and the State Street SPDR Gold Shares (GLD) gained 0.5%. Silver rose 3%, and iShares Silver Trust (SLV) was up 3.1%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) fell 0.3%. The Vanguard Consumer Staples ETF (VDC) and iShares Dow Jones US Consumer Goods (IYK) also declined.The State Street Consumer Discretionary Select Sector SPDR (XLY) gained 0.6%. VanEck Retail ETF (RTH) dipped 0.1%, and the State Street SPDR S&P Retail (XRT) was down 0.7%.Health CareThe State Street Health Care Select Sector SPDR (XLV) fell 0.3%, iShares US Healthcare (IYH) shed 0.2%, and Vanguard Health Care ETF (VHT) was 0.2% lower. IShares Biotechnology ETF (IBB) dipped 1%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) fell 0.7%. Vanguard Industrials Index Fund (VIS) and iShares US Industrials (IYJ) were also lower.CryptocurrencyIn midday activity, bitcoin (BTC-USD) added 2.4%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) rose 2.7%, ProShares Ether ETF (EETH) gained 2.2%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 2.4% higher.
$^DJI$^EEM$^EXI$^FAS$^FAZ$^GLD$^IBB$^IGM$^IGV$^IPK$^IVV$^IWM$^IXIC$^IYE$^IYH$^IYJ$^IYK$^IYW$^PMR$^QQQ$^RTH$^SOXX$^SPX$^SPY$^UNG$^USO$^VDC$^VHT$^VIS$^XLE$^XLF$^XLI$^XLK$^XLP$^XLV$^XRT$^XSD$BETH$BITO$EETH