-- 周四，伦敦富时100指数收盘上涨1.62%，此前英国央行维持基准利率在3.75%不变，符合市场预期。 “鉴于当前的经济形势和中东局势的不确定性，我们认为目前的利率水平是合理的。我们将继续密切关注局势及其对英国经济的影响。无论发生什么，我们的任务是确保在能源价格战的最初冲击过去后，通胀率能够回到2%的目标水平。”英国央行行长安德鲁·贝利表示。 在其他经济新闻方面，英国汽车制造商和贸易商协会（SMMT）表示，3月份英国汽车总产量同比下降8.2%，至72,511辆。其中，乘用车产量下降0.8%，至69,755辆；商用车产量暴跌68.3%，至2,756辆。 “3月份汽车产量趋于稳定，这对组装环节和整个供应链来说都是个好消息，”英国汽车制造商和贸易商协会（SMMT）首席执行官迈克·霍斯表示。“政府近期为降低电价而采取的干预措施将带来期待已久的重大提振，但鉴于地缘政治形势并不乐观，该计划的效益必须尽快显现。” 在企业方面，联合公用事业集团（United Utilities Group，股票代码：UU.L）股价上涨11.05%，领涨蓝筹股指数。此前，该公司向英国水务监管局（Ofwat）提交了一份针对英国西北地区的14亿英镑新增投资计划。为了筹集这项总额达25亿英镑的投资计划中的股权部分资金，该公司发行了8亿英镑的股票。 劳斯莱斯控股公司 (RR.L) 股价飙升 7.59%，此前该公司确认其 2026 年基本营业利润预期为 40 亿至 42 亿英镑。首席执行官图凡·埃尔金比尔吉奇 (Tufan Erginbilgic) 表示：“我们仍处于强劲的市场地位，能够实现中期目标，并且现有业务和新业务都将在中期之后实现显著增长。” 相比之下，威尔集团 (WEIR.L) 股价下跌 3.98%，成为该指数中表现最差的股票之一。此前该公司宣布首席执行官乔恩·斯坦顿 (Jon Stanton) 将于 8 月 1 日离职。这家工程集团已任命矿业部门总裁安德鲁·尼尔森 (Andrew Neilson) 为候任首席执行官。
Related Articles
Research
Research Alert: The Clorox Company Beats Estimates Driven By Household And International
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CLX reported Q3 FY 26 net sales of $1.67B, flat Y/Y with organic sales down 1%, while adj. EPS of $1.64 grew 13% and beat consensus by $0.10. Gross margin contracted 140 bps to 43.2% due to elevated manufacturing costs and unfavorable mix, though disciplined expense management supported earnings. Mixed segment performance showed Household and International delivering growth of 3% and 8%, respectively, while Lifestyle declined 9% on lower consumption and inventory adjustments. Management updated FY 26 guidance expecting net sales to decline ~6% with organic sales down ~9%, including a 7.5%-pt ERP headwind. Adj. EPS guidance of $5.45-$5.65 represents a 27%-29% decline, with gross margin expected to contract 250-300 bps from GOJO inventory step-up and elevated energy costs. The April 1 GOJO acquisition expands the health portfolio though near-term integration costs pressure results. We believe the completed $580M digital transformation positions CLX for long-term operational improvements despite macro headwinds.
$CLX
Research
Research Alert: Rivn: Q1 Eps Ahead Of Consensus; 2026 Guidance Unchanged
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Rivian (RIVN) posted Q1 adjusted EPS of -$0.55 vs. -$0.41, ahead of the -$0.60 consensus. Revenue rose 11% to $1.38B ($10M ahead of consensus) on a 20% increase in total vehicle sales to 10,365 units, augmented by a 49% Y/Y increase in software and services revenue to $473M. RIVN's gross margin contracted 800 bps to 8.6%, but was ahead of the 8.4% consensus. The quarter's financial results reflect the company's strategic pivot toward broader market accessibility with the R2, though at the cost of near-term profitability. RIVN maintained prior 2026 guidance for adjusted EBITDA, vehicle deliveries, and capex. The company ended Q1 with cash of $4.8B, down from $6.1B at year-end 2025. Shares are trading 1% higher in after-hours trading. RIVN's Q1 earnings were ahead of expectations, although cash burn remains a key concern, with free cash flow deteriorating, driven by increased operating expenses and working capital consumption. Execution risks remain high given challenging demand facing the broader EV industry.
$RiVN
Australia
Tanger Q1 Core FFO, Revenue Rise; 2026 Guidance Increased
Tanger (SKT) reported Q1 core funds from operations late Thursday of $0.59 per diluted share, up from $0.53 a year earlier.Analysts polled by FactSet expected $0.58.Revenue in the three months ended March 31 rose to $150.4 million from $135.4 million a year earlier.Analysts surveyed by FactSet expected $142.9 million.The company raised 2026 FFO guidance to $2.42 to $2.50 per diluted share from $2.41 to $2.49.Analysts polled by FactSet expect $2.47.Tanger shares fell 2.3% in after-hours trading.
$SKT