-- シーポート・リサーチは、BRP（DOO.TO）の株価評価を「買い」から「中立」に引き下げた。これは、同社が4月6日に米国への鉄鋼、アルミニウム、銅の輸入に対する新たな関税措置の発効を受け、2027年の業績見通しを一時停止したことを受けた措置である。 今回の改定により、輸入スノーモービルおよび大部分のオフロード車に対し、総額25%の関税が課されることになった。これは、従来適用されていた金属含有量のみに対する50%の関税に代わるものだ。BRPは、関税による追加コストは、緩和策を講じる前の段階で、年間5億ドルを超える可能性があると試算している。 シーポート・リサーチは、2026年度の1株当たり利益（EPS）予想を6.50ドルから1.50ドルに、2027年度のEPS予想を8.20ドルから2.25ドルにそれぞれ引き下げた。
Price: $68.80, Change: $-39.25, Percent Change: -36.32%
Singapore's manufacturing output jumped 10.1% in March, backed by strong growth across almost all clusters, the city-state's Department of Statistics reported Monday.Excluding biomedical manufacturing, output rose 13.5% year-on-year in March.Electronics output grew 30%, driven by robust AI-related demand, the data showed. Precision engineering gained 14.0%, while general manufacturing and transport engineering expanded 7.6% and 2.0%, respectively.Meanwhile, biomedical manufacturing fell 14.3%, mainly due to softer demand for medical devices, while chemicals dropped 16.0%.On a month-on-month basis, manufacturing output increased 4.7% in March. Excluding biomedical manufacturing, output was up 3.5% on a monthly basis.
Sunshine Metals (ASX:SHN) completed resource definition drilling at the Liontown gold panel, a gold-dominant deposit which is part of its Ravenswood consolidated project in Queensland, in late March, according to a Monday Australian bourse filing.The mining study and mineral resource for the Liontown project will be further updated and upgraded in May to incorporate results from the grade control drilling program.
Wanxiang Qianchao (SHE:000559) posted first-quarter attributable net profit of 246.8 million yuan, down 16% from 293.3 million yuan the previous year.Earnings per share declined to 0.074 yuan from 0.089 yuan, according to a weekend filing with the Shenzhen bourse.Operating revenue slipped 20% year over year to 2.80 billion yuan from 3.50 billion yuan.Shares of the auto parts manufacturer declined 3% in recent trade.