-- 紐威品牌（Newell Brands，股票代號：NWL）第一季核心銷售超出預期，這增強了管理階層對第二季恢復成長的信心。加拿大皇家銀行資本市場（RBC Capital Markets）週一發布的報告指出。 報告稱，強於預期的品類需求表明，公司修訂後的商業策略正在取得成效，包括學習與發展部門核心銷售額恢復正增長，以及嬰幼兒產品線取得穩健增長。 RBC也表示，家居及商業部門和戶外休閒部門的表現也超過了內部目標。 報告指出，儘管面臨關稅和通膨的不利因素，但得益於定價和生產效率的提升，利潤率有所提高。排名前十的品牌中有六個實現了銷售點成長和市佔率提升。 報告也指出，與中東衝突相關的投入成本上升，包括樹脂和柴油價格上漲，可能會對利潤率造成壓力，尤其是在第二季。 RBC維持對紐威品牌股票的「與業界持平」評級，目標價為4美元。
Price: $4.63, Change: $+0.08, Percent Change: +1.65%
West Texas Intermediate (WTI) crude oil closed higher Monday in volatile as traders eye escalating violence in the Persian Gulf.WTI oil for June delivery closed up US$4.48 to settle at US$106.42 per barrel, while July Brent oil was last seen up US$6.53 to US$114.70.Iran attacked the United Arab Emirates oil port of Fujairah in the Gulf of Oman, which has allowed the country to continue exporting oil while the Strait of Hormuz remains blocked. The Wall Street Journal reported Iran also fired missiles at U.S. warships and commercial vessels.Iran's Fars News Agency also reported Iranian forces struck a U.S. warship with two missiles to prevent it from moving into the Strait, which Iran blocked at the Feb. 28 start of the war, cutting off 20% of the world's oil demand supplied by Persian Gulf nations. However, The Guardian reported U.S. Central Command dismissed the report, while continuing the blockade of Iranian ports.U.S. President Trump in a weekend social media post said the U.S. would begin escorting ships trapped in the Gulf through the Strait, but offered no details on the scheme. The Wall Street Journal reported Trump "intends to use countries, insurance companies and shipping organizations to move traffic through the strait. It doesn't currently involve U.S. Navy warships escorting vessels through the waterway", citing two U.S. officials. The uncertain details of the plan has done little to lower prices, which have climbed by about half since the conflict began."The market remains fragile because the plan's implementation is uncertain, and Kuwait's oil exports reportedly falling to zero underlines how severe the regional supply disruption has become," Saxo Bank wrote.
Kevin J McNamara, Director, President, and CEO, on May 01, 2026, sold 2,000 shares in Chemed (CHE) for $842,260. Following the Form 4 filing with the SEC, McNamara has control over a total of 90,219 capital shares of the company, with 90,219 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/19584/000119312526203623/xslF345X05/ownership.xmlPrice: $426.50, Change: $+4.34, Percent Change: +1.03%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target by $12 to $127, 15.1x our 2027 EPS estimate, equal to PPG's three-year average forward P/E. We trim our EPS estimates by $0.17 to $7.95 for 2026 and by $0.56 to $8.41 for 2027. PPG delivered its fifth consecutive quarter of organic sales growth, demonstrating improving commercial execution across its differentiated portfolio. The aerospace business remains a key growth driver with a $315M backlog and double-digit growth expected to continue given strong OEM and aftermarket demand. We view favorably PPG's ability to offset mid-single-digit COGS inflation through pricing actions faster than prior cycles, supported by its scale and distribution model. While refinish volumes face difficult 1H comps, claims data suggest market normalization is underway. Management reaffirmed 2026 EPS guidance of $7.70-$8.10 despite macro headwinds. We see value in PPG's balanced portfolio, ongoing share gains in auto OEM and packaging, and structural cost actions including European plant closures.