-- イラン・イスラエルとの戦争終結の見通しが立たず、ホルムズ海峡が事実上閉鎖されたままとなっているため、原油価格は高止まりしている。 ブレント原油は直近で1.5%上昇し1バレル＝112.06ドル、ウエスト・テキサス・インターミディエイト（WTI）原油は0.8%上昇し1バレル＝105.93ドルとなった。ロイター通信は金曜日のイラン国営通信（IRNA）の報道を引用し、イラン外務省報道官が、米国との協議からすぐに成果を期待するのは非現実的だと述べたと報じた。 同報道によると、イラン革命防衛隊の高官は、米国がイランへの攻撃を再開した場合、米軍陣地に対し「長期にわたる痛ましい攻撃」を行うと脅迫した。 ロイター通信は米当局者の話として、ドナルド・トランプ米大統領が、イランに戦争終結に向けた交渉を促すため、イランへの軍事攻撃再開計画に関するブリーフィングを受ける予定だと報じた。
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Research Alert: Lea: Q1 Earnings Well Ahead Of Consensus; 2026 Guidance Maintained
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Lear Corporation (LEA) posted Q1 adjusted EPS of $3.87 vs. $3.12 (+24%), well ahead of the $3.51 consensus. Revenue rose 5% to $5.82B ($20M below consensus) and gross margin expanded 120 bps to 7.7% (20 bps below consensus). The beat was attributable to a share count reduction from buybacks, as LEA repurchased $75M of stock in Q1 and its average share count was 5% lower Y/Y. In LEA's largest market of Europe and Africa (40% of LEA's total Q1 revenue), content per vehicle rose by a robust 7.5% Y/Y, while North American content fell by 4.1%. The North American decline appears to reflect mix effects, while the European/African improvement aligns with the secular trend of increasing safety and content per vehicle. LEA maintained all prior full-year guidance. LEA shares are currently trading 3% higher in pre-market trading following the release. We think that with Q1 earnings coming in well ahead of expectations, the probability of the company raising full-year guidance later this year is significantly higher.
$LEA
Japan
US Equity Futures Turn Mixed Pre-Bell After S&P 500, Nasdaq Reach New Closing Highs
US equity futures were mixed pre-bell Friday after the S&P 500 and Nasdaq Composite reached new closing highs to close out April amid a continued impasse in the Middle East.Dow Jones Industrial Average futures were 0.3% higher, S&P 500 futures were up 0.1%, and Nasdaq futures were 0.2% lower.On Thursday, the S&P 500 rose 1% to close at 7,209.01, breaching the 7,200 mark for the first time, while Nasdaq increased 0.9% to close at 24,892.31, also a new closing record.US President Donald Trump has rejected Iran's latest offer, stating that the US naval blockade on the nation's ports will remain until the regime agrees to a deal that addresses US concerns about its nuclear program, according to an Axios report on Wednesday.Traders took note of the latest round of earnings, with energy majors Exxon Mobil (XOM) and Chevron (CVX) both reporting lower Q1 adjusted earnings but higher revenue.Oil prices were mixed, with front-month global benchmark North Sea Brent crude up 0.5% at $110.95 per barrel and US West Texas Intermediate crude 0.8% lower at $104.21 per barrel.The final Purchasing Managers' Manufacturing Index for April, due at 9:45 am ET, is seen coming in at 54.0, unchanged from its prior value, according to estimates compiled by Bloomberg.The April Institute for Supply Management's services index, due at 10 am ET, is projected at 53.2, versus 52.7 previously.
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Mining & Metals
Imperial Oil Declares Q2 Dividend of $0.87 Per Share; Unchanged From Q1
$IMO.TO