-- 週四，倫敦富時100指數收盤上漲1.62%，此前英國央行維持基準利率在3.75%不變，符合市場預期。 「鑑於當前的經濟形勢和中東局勢的不確定性，我們認為目前的利率水平是合理的。我們將繼續密切關注局勢及其對英國經濟的影響。無論發生什麼，我們的任務是確保在能源價格戰的最初衝擊過去後，通脹率能夠回到2%的目標水平。」英國央行行長安德魯貝利表示。 在其他經濟新聞方面，英國汽車製造商和貿易商協會（SMMT）表示，3月份英國汽車總產量年減8.2%，至72,511輛。其中，乘用車產量下降0.8%，至69,755輛；商用車產量暴跌68.3%，至2,756輛。 「3月汽車產量趨於穩定，這對組裝環節和整個供應鏈來說都是個好消息，」英國汽車製造商和貿易商協會（SMMT）執行長麥克霍斯表示。 「政府近期為降低電價而採取的干預措施將帶來期待已久的重大提振，但鑑於地緣政治形勢並不樂觀，該計劃的效益必須盡快顯現。” 企業方面，聯合公用事業集團（United Utilities Group，股票代號：UU.L）股價上漲11.05%，領漲藍籌股指數。此前，該公司向英國水務監管局（Ofwat）提交了一份針對英國西北地區的14億英鎊新增投資計畫。為了籌集這項總額達25億英鎊的投資計畫中的股權部分資金，該公司發行了8億英鎊的股票。 勞斯萊斯控股公司 (RR.L) 股價飆升 7.59%，此前該公司確認其 2026 年基本營業利潤預期為 40 億至 42 億英鎊。執行長圖凡·埃爾金比爾吉奇 (Tufan Erginbilgic) 表示：“我們仍處於強勁的市場地位，能夠實現中期目標，並且現有業務和新業務都將在中期之後實現顯著增長。” 相比之下，威爾集團 (WEIR.L) 股價下跌 3.98%，成為該指數中表現最差的股票之一。此前該公司宣布執行長喬恩·斯坦頓 (Jon Stanton) 將於 8 月 1 日離職。這家工程集團已任命礦業部門總裁安德魯·尼爾森 (Andrew Neilson) 為候任執行長。
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TSX Closer: Index Up For the First Day In Six On Bargain Hunting, Economic Rebound In Q1
The Toronto Stock Exchange on Thursday posted its first wining session in six, recovered all the 630 points and more lost over the prior five sessions, on some bargain hunting and a first-quarter rebound for the Canadian economy.The S&P/TSX Composite Index rose 645.94 points, or 1.9% to close at 33,964.33, with most sectors higher, led by Base Metals, up near 3%, even with gold prices deflated. Even Energy was up 0.8%, despite lower oil prices.The Battery Metals Index lost 2.7%.On the economy, Derek Holt, Head of Capital Markets Economics at Scotiabank noted Canada's economy rebounded in Q1 and "might be performing a smidge better" than the Bank of Canada's published forecast yesterday. "Still," Holt said, "it's backward data that settles nothing much other than to reject gloomier consensus views on the underlying performance of the economy coming into the start of the year."Holt noted the economy grew by 0.17% month over month seasonally-adjusted, rounded up to 0.2% on screens. Statcan's preliminary guidance for March was that GDP was unchanged, absent any details. What this translates into is Q1 GDP tracking growth of 1.7% on a quarter over quarter SAAR (Seasonally Adjusted Annual Rate), a rebound from the 0.3% q/q SAAR contraction in Q4, "with an asterisk beside both readings", Holt added.That asterisk speaks to the fact that we're using monthly, production-side GDP accounts, Holt said. The BoC and the street focuses upon more complete quarterly GDP accounts that also consider how activity was generated, such as by considering swings in inventory investment, he added.Holt said the difference may be material. Q4 GDP in expenditure-based terms shrank by -0.6% q/q SAAR because inventory depletion drove a 4.2 percentage point weighted drag against GDP economy. Final domestic demand excludes inventory effects and it grew by 2.3% q/q SAAR in Q4. "We don't have the complete inventory and trade picture for Q1 yet and so there continues to be some tracking risk," Holt added.Holt cited a chart that shows what drove February GDP. Manufacturing punched above its weight while the rest was an evenly distributed mixture of small growth additions and drags, he said. Some of the drags were weather oriented in his view, like construction, and maybe some of the leisure categories, he added.So, while GDP rebounded, it likely outpaced the supply side of the economy which will probably translate into a narrower output gap when we get the full set of Q1 GDP accounts, according to Holt.Of commodities, gold traded higher by midafternoon Thursday as the dollar dropped after a report showed a key U.S. inflation measure rose last month, while first-quarter gross domestic product rose less than expected. Gold for June delivery was up US$71.30 to US$4,632.80 per ounce, remaining within the US$200 range it has traded within for the past month.But West Texas Intermediate crude oil closed lower, falling off four-year highs touched overnight during Asian trade on a report the U.S. may end the ceasefire with Iran as the largest-ever supply shock hits hardest for the continent that relies on Persian Gulf supplies now trapped behind the closed Strait of Hormuz. WTI crude oil for June delivery closed down US$1.81 to settle at US$105.07 per barrel after touching US$110.93 overnight, while June Brent oil was last seen down US$4.12 to US$113.91, after it reached US$126.34 overnight, the highest since 2022.
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Earnings Flash (CYBT.CN) Cybeats Technologies Reports Q4 Revenue $0.72M Vs $0.511M Year Ago; Net Loss in Q4 $299,318 Vs Loss of $3.226M
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Commodities
EU Clears Itochu, Peninsula Petroleum Ammonia Marine Fuel Joint Venture
The European Commission on Thursday cleared an Itochu-Peninsula joint venture for ammonia fuel trading, citing limited market share and negligible activity in the European Economic Area.The Commission approved the joint venture between Japan-based Itochu and Peninsula Petroleum, based in Ireland, under the EU Merger Regulation.The companies will focus on marketing services for ammonia bunkering and trading ammonia as a marine fuel, according to the Commission.The Commission found no competition concerns due to the venture's minimal presence in the European Economic Area and the companies' limited combined market positions, following a simplified review process.