-- 周四下午，消费类股票走高，道富消费必需品精选行业SPDR ETF (XLP)上涨1.4%，道富非必需消费品精选行业SPDR ETF (XLY)上涨0.4%。 公司方面，兰姆韦斯顿(LW)股价上涨1.6%，此前股东Starboard Value周四致信董事会，表示公司应召开投资者日活动，并将盈利预期调整至正常水平。
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Research Alert: CFRA Retains Buy Rating On Shares Of Merck & Co. Inc. Following Q1 Earnings
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target price at $135, 13.4x our 2027 EPS estimate, a discount to MRK's 10-year historical forward P/E average. We maintain our 2026 EPS estimate at $5.14 and our 2027 EPS view at $10.06. MRK reported a solid Q1 for 2026, characterized by top-line revenue growth and significant progress in its pipeline and portfolio transformation. Total revenues reached $16.3 billion (+5% Y/Y) due to continued strength in the Oncology and Animal Health divisions, alongside growing contributions from new product launches. The company is actively executing a successful strategy of diversifying its growth drivers beyond its flagship drug, KEYTRUDA, through both internal and external development.We think the Terns acquisition, expected to close during Q2, will further strengthen MRK's hematology pipeline with TERN-701 for chronic myeloid leukemia asset, demonstrating continued external innovation efforts in the company's strategic transformation journey.
$MRK
Australia
Top Midday Decliners
Meta Platforms (META) sank 7.9% after the Facebook parent overnight raised its forecast for 2026 capital expenditures, taking the shine out of its Q1 earnings and revenue beat.More than 39.7 million shares of the company traded intraday compared with a daily average of about 14.6 million.International Paper (IP) reported a year-over-year decline in Q1 adjusted operating earnings while sales came in below consensus.Shares dropped 7.6%, with intraday trading volume at over 10.9 million, compared with a daily average of about 7 million.Truist Securities lowered its price target for shares of Willis Towers Watson (WTW) to $320 from $400 while maintaining its buy rating following the company's Q1 results on Thursday that showed sales in line with market expectations.Shares slumped 12% as intraday trading volume jumped to nearly 1.2 million from a daily average of about 818,000.Price: $616.01, Change: $-53.11, Percent Change: -7.94%
$IP$META$WTW
Commodities
Enel Americas Q1 Production Dips on Weak Hydro, Wind Resources
Enel Americas reported Q1 earnings Thursday, showing that total net generation dropped to 8.8 terawatt-hours, compared to 9.6 TWh a year earlier.Production declines in Q1 were most pronounced in the company's key markets, with net generation in Brazil falling by 11% year-on-year to 4.3 TWh as wind and solar output dropped to 2.5 TWh from 3.1 TWh.Net generation in Colombia and Central America slipped by 6% to 4.4 TWh, mainly due to lower hydroelectric generation in Colombia. Enel Americas said its total energy sales also dropped to 11.0 TWh.However, despite the weaker generation, the utility expanded its distribution business, adding about 377,000 new customers to reach a total of 23.1 million. Deployment of smart meters rose by 65% to 2.4 million units.The utility said its total installed capacity reached 12.1 gigawatts in Q1, of which 96% is renewable. Hydropower accounted for 41% of capacity, while wind and solar represented 29% and 26%, respectively.Brazil remained the company's largest market with 6.6 GW of installed capacity, followed by Colombia with 4.5 GW. Enel Americas has 0.3 GW of projects currently under construction in Colombia.The group said 99% of its Q1 output was emission-free, up from 98% in the same period last year.