-- 週三,英國股市回落,富時100指數收跌1.16%,投資人權衡企業獲利和地緣政治局勢,其中包括有關美國準備在霍爾木茲海峽實施長期海上封鎖的報道。 葛蘭素史克(GSK.L)下跌5.42%,是該藍籌股指數中表現第二差的股票。這家製藥公司確認了其2026年的成長預期,並公佈第一季歸屬於股東的淨利潤從去年同期的16.2億英鎊增至17.4億英鎊,與FactSet匯總的共識預期一致。 「葛蘭素史克在2026年開局強勁,我們的關鍵成長驅動因素表現良好。除了營運交付之外,我們還專注於執行和加速研發,」執行長盧克·米爾斯表示。 Haleon (HLN.L) 維持了其 2026 年的成長預期,儘管受流感季疲軟的影響,其第一季營收仍同比增長 28.6 億英鎊,高於去年同期的 28.5 億英鎊。這家消費者保健公司的股價在收盤時下跌了 3.08%。 「第一季營收成長符合預期,儘管銷量下滑幅度小於預期(與 Visible Alpha 的共識預期相比)。與 Reckitt 的情況類似,流感季疲軟影響了其在各個地區的業績,其中歐洲的消費依然疲軟,拉丁美洲的成長也放緩,」加拿大皇家銀行資本市場表示。 同時,能源分銷商 DCC (DCC.L) 證實,已收到由美國投資公司 Energy Capital Partners 和 KKR 組成的財團提出的現金收購意向書,消息傳出後,其股價上漲了 9.29%。該財團需在 6 月 10 日前向 DCC 提出正式收購要約。 在監管方面,英國通訊監管機構Ofcom對英國電信集團(BT-A.L)展開調查,原因是該公司可能未能遵守Ofcom對其旗下各實體發出的信息請求的相關規定。 Ofcom表示,此舉並不意味著現階段已得出任何結論,並將審查現有證據後再決定是否採取強制措施。該公司股價收盤下跌1.16%。
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