FINWIRES · TerminalLIVE
FINWIRES

美國銀行表示，IBM第一季業績或將符合預期，這主要得益於早期完成的Confluent收購案帶來的營收貢獻。

By

-- 美國銀行證券週一在一份報告中指出，IBM（IBM）預計將於4月22日公佈符合預期的第一季業績，提前完成的Confluent收購預計將為該季度貢獻約5,000萬美元的收入。 報告稱，IBM可能會維持其2026年全年業績展望不變，因為該公司可能會試圖透過提前一個季度的收入和成本節約來抵消股權稀釋的影響。報告也指出，Confluent的收購已於3月17日完成，比預期提早了一個季度。 美國銀行表示，由於IBM需要整合Confluent，並且整個行業仍在“消化人工智慧代理顛覆性變革的影響”，因此預計2026年對IBM而言將是“較為溫和的一年”。 美國銀行表示，由於Confluent收購帶來的額外一個季度的股權稀釋，以及對IBM諮詢業務成長放緩的預期，其對IBM 2026年每股收益的預期已從12.20美元下調至11.98美元。 不過，這家投資公司表示，他們仍然看好IBM的軟體護城河以及其長期自由現金流成長潛力。 美國銀行重申了對IBM的「買入」評級，並將該公司的目標股價從340美元下調至300美元。

Price: $232.99, Change: $+2.23, Percent Change: +0.96%

Related Articles

Commodities

Asia Biofuels Update: Malaysian Palm Oil Diverges from Crude Oil on Weaker Exports, Stronger Ringgit

Malaysian palm oil futures slipped on Monday, pulling away from crude oil prices, as weaker exports and a stronger local currency weighed on sentiment.Reversing the previous session's gains, the Bursa Malaysia Derivatives' May crude palm oil contract fell 0.66% to 4,487 Malaysian ringgit ($1,134.94) per metric ton. The June contract dropped by 0.96% to 4,521 ringgit/mt in midday trade.Malaysian shipments for the April 1-25 period reportedly declined 15.7% from a month earlier, according to cargo surveyors cited by Trading Economics.A stronger Malaysian ringgit, which rose against the US dollar by 0.28% on Monday, could further pressure exports as it makes them costlier.The recent drop in Malaysian shipments followed a 29.1% year-over-year rise in Q1 exports, as buyers advanced purchases due to the expected surge in shipping costs and as volumes of rival Indonesian cargoes softened due to higher export levies.Indonesia's move to raise its palm-based biodiesel blending to 50% from 40% beginning July 1 could further lift Malaysian exports going forward.The Malaysia Palm Oil Council said Indonesia's B50 program could absorb an additional 3 million metric tons per year of palm oil. Annual domestic consumption in Thailand could also increase by 350,000 metric tons as the country moves to B7 from B5, while demand in Malaysia could rise by 300,000 mt as the government raises its biodiesel blend to B15 from B10.Rising biofuel demand, elevated crude oil prices, and supply risks from the potential development of an El Nino weather trend will support palm oil prices, with the MPOC projecting them at around 4,500 ringgit/mt in the near term."However, further gains are likely to be capped by softer export demand amid inflation and weaker economic growth in key importing countries, alongside rising stocks as palm oil production gradually enters its seasonal peak," the MPOC said.According to Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, palm oil prices could trade between 4,200 ringgit/mt and 4,300 ringgit/mt this week due to profit taking.

Asia

Hanwha Systems Swings to Loss in Q1

South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.

$KRX:272210
Asia

SG Micro's Attributable Profit Soars 107% in Q1

SG Micro's (SHE:300661) attributable profit surged 107% to 123.7 million yuan in the first quarter from 59.8 million yuan in the year-ago period, according to a Monday filing with the Shenzhen bourse.Earnings per share at the integrated circuit manufacturer increased to 0.1975 yuan from 0.0965 yuan in the prior-year period.Operating revenue grew 39% year over year to 1.10 billion yuan from 789.6 million yuan.

$SHE:300661