-- 受一系列企業動態以及市場預期美伊重啟談判的影響,倫敦富時100指數週三收跌0.47%。 丹麥銀行表示:「昨晚,川普總統表示,結束戰爭的談判可能在兩天內重啟;伊朗官員表示,討論可能在本週繼續進行,但一位伊朗高級官員指出,尚未確定具體日期。如果談判最終達成永久停火協議,那將令人意外。如果美伊官員在周末或下周初再次會面,最有可能的情況是延長目前的停火協議。」目前的停火協議。」 英國當日沒有公佈經濟數據,市場觀察家正等待週四公佈的英國2月份國內生產毛額、工業和製造業生產以及建築業產出數據。 企業方面,住宅開發商Barratt Redrow(BTRW.L)是藍籌股指數中漲幅最大的股票之一,收盤上漲3.48%。 雷德羅(Barratt Redrow)公佈,截至3月29日,其第三財季(含合資企業)總預期銷售額年增12.8%,達35.4億英鎊。但同期房屋竣工量則從去年同期的3,717套下降至3,274套。該公司表示,2026財年可望實現17,200至17,800套房屋的竣工目標,調整後稅前利潤也將與市場預期相符。 同時,英國保險公司標準人壽(Standard Life plc,股票代號:SDLF.L)股價上漲2.13%,因為該公司同意以20億英鎊的總價收購其荷蘭同業安盛集團(Aegon)的英國業務。根據協議,Aegon將在交易完成後獲得7.5億英鎊現金以及Standard Life 15.3%的股份。交易預計於2026年底完成。 「整體而言,我們認為此交易將加速Standard Life向輕資本獲利模式的轉型,同時進一步擴大其在DC退休金結構性成長領域的規模,並為其在英國諮詢市場提供額外的立足點。此次收購對Standard Life的估值具有增值作用,Aegon的過去12個月SII UT1倍數為0.83倍,而具有增值作用,Aegon的過去12個月SII UT1倍數為0.83倍,而Standard Life Capital Life的本益為加拿大皇家銀行資本的本益比為加拿大皇家銀行。 Markets)的分析師表示,“至關重要的是,此次交易及相關融資將逐步提高償付能力II比率(從2025財年的174%提高)和槓桿率(朝著30%的目標邁進)。”
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