-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：MANH公佈了2026財年第一季穩健的業績，營收達2.822億美元（年增7.4%），超出市場預期850萬美元。這主要得益於強勁的雲端訂閱業務成長（年增24.2%至1.171億美元）以及服務業務復甦（年增3.8%至1.257億美元）。非GAAP每股收益為1.24美元，遠超過市場預期的1.11美元。同時，8,400萬美元的經營現金流（年增11.6%）也展現了強勁的現金流生成能力。儘管宏觀經濟情勢持續不明朗，但我們認為，持續的雲端轉型動能和服務業務的復甦是公司向雲端原生解決方案策略轉型的重要訊號。管理層上調了2026年業績指引，預計營收為11.47億美元至11.57億美元（年增6%至7%），調整後每股收益為5.29美元至5.37美元，高於市場普遍預期的5.22美元。 RPO業務成長24%至23.5億美元，營收前景十分明朗，管理層強調預訂量超出預期。我們認為，強勁的業績表現和上調的業績指引反映了市場對雲端解決方案的需求不斷增長，以及各業務板塊執行力的提升。
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Hon Hai, Mitsubishi Electric to Explore Automotive Equipment Partnership; Hon Hai Shares Gain 3%
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Oil & Energy
EMEA Oil Update: Oil Future Extend Rally as Diplomatic Hopes Fade
Crude oil prices climbed Monday after efforts to revive US-Iran peace talks in Pakistan collapsed over the weekend, effectively erasing hopes for a near-term resumption of energy flows through the Strait of Hormuz.The Brent futures contract gained 2.1% to $107.57 per barrel. Murban closed at $103.59 on April 24 and was not trading as of the time of publishing this oil price update."Oil is trading stronger this morning after attempts to get US-Iran peace talks back on track broke down, erasing hopes for a resumption of energy flows through the Strait of Hormuz anytime soon," ING analysts said.The diplomatic cooling began when President Donald Trump abruptly cancelled a planned trip to Islamabad for top envoys Steve Witkoff and Jared Kushner, reportedly stating there was no point "sitting around talking about nothing."This withdrawal coincided with the arrival of Iranian Foreign Minister Abbas Araghchi in Pakistan, though no direct engagement occurred.The subsequent impact on supply is stark. Bloomberg ship tracking data revealed that only two chemical tankers and one LPG carrier left the Persian Gulf on Friday.Meanwhile ANZ analysts noted that the US blockade continues to sideline about 1.7 million barrels per day of Iranian exports.Despite the breakdown, some market volatility was tempered by reports from Axios and ING suggesting Iran has submitted a fresh proposal via Pakistani mediators.This offer reportedly proposes reopening the waterway and de-escalating the conflict while delaying nuclear negotiations to a later stage."However, there are newswire reports this morning that Iran has offered the US a new proposal to reopen the Strait of Hormuz, while delaying nuclear negotiations for a later stage," ING noted.
Asia
Varun Beverages' Consolidated Net Profit Rises in Fiscal Q1
Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.
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