-- 美國銀行週四發布的一份報告指出，德州儀器 (TXN) 預計將受益於工業復甦，尤其是在航空航天/國防、資料中心需求以及其美國本土製造業務帶來的收益成長。 該券商也表示，隨著德州儀器逐步擺脫大規模資本支出週期，其自由現金流可望更加強勁。報告也指出，德州儀器能夠利用過去三年在美國晶圓廠的巨額資本支出，在「資源受限」的晶片市場中搶佔市場份額。 美國銀行也表示，看好德州儀器在直流電源領域的定位，該公司「在機架級產品中佔據主導地位，並且隨著架構向更高電壓/更高功率密度系統發展，其專用插座業務也呈現增長勢頭」。 然而，美國銀行指出，持續的地緣政治動盪仍然是整個產業面臨的風險，但補充說，德州儀器歷來具有相對更強的防禦性。 美國銀行將該股評級從“中性”上調至“買入”，並將目標價從 235 美元上調至 320 美元。
Price: $283.62, Change: $+47.31, Percent Change: +20.02%
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.
Eng Kah (KLSE:ENGKAH) is seeking its shareholders' approval to renew share buyback authority to purchase up to 10% of the issued shares in the company's upcoming annual general meeting, according to a Friday Malaysian bourse filing.Shares gained about 3% in Monday's afternoon trade.The manufacturer of cosmetics, personal care, household, and perfume products will share a detailed statement of the repurchase plan with shareholders in due time.