-- 周五盘前交易中，科技股普遍上涨，道富科技精选行业SPDR基金（XLK）上涨1.2%，道富SPDR标普半导体ETF（XSD）上涨2.1%。 索尼集团（SONY）股价上涨超过2%，此前该公司公布的第四财季销售额高于预期。 Cloudflare（NET）股价下跌超过15%，此前该公司表示，作为重组计划的一部分，预计将裁员约1100人。 Iren（IREN）宣布与英伟达（NVDA）签署了一份价值34亿美元的五年期人工智能基础设施云服务合同。Iren股价盘前交易中上涨超过15%。
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Australia
Toast's Strong Fundamentals Supported by Multiple Drivers, Morgan Stanley Says
Toast's (TOST) strong fundamentals are driven by ongoing total addressable market expansion, location growth durability, product innovation, and insulation from artificial intelligence risks, Morgan Stanley said in a Friday research report.The company raised its earnings before interest, taxes, depreciation, and amortization guidance despite rising hardware costs, while its location growth durability, backed by momentum in enterprise, retails, and growth markets, remains underappreciated, analysts wrote.The company has demonstrated efficient allocation of capital, driving margin expansion while sustaining growth, the firm noted. It is also focusing on monetizing AI as SaaS gross margins in Q1 surpassed 80% due to early AI-driven efficiencies in client support, according to the note.The brokerage said it reiterated its overweight rating on the stock and adjusted its price target to $45 per share from $51.Price: $24.81, Change: $-4.58, Percent Change: -15.57%
$TOST
Research
Research Alert: Wsp Maintained At Buy On Trc Integration And Ebitda Margin Expansion: Tp Cad271
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our Buy (4-STARS) rating on WSP, as it trades at historic discounts on a forward earnings and EBITDA basis. We reduced our target price to CAD271 from CAD283. We value WSP at an average of 13x our 2027 EBITDA estimate and 22x our 2027 EPS view. We increase our 2026 adjusted EPS forecast to CAD11.31 (up by CAD0.20) and our 2027 adjusted EPS estimate to CAD12.02 (up by CAD0.21). Both multiples are currently under the lower band relative to the peer group by 2.2-2.8 standard deviations. We consider the valuation to be a buying opportunity on a company that is expanding its EBITDA margin continually and growing inorganically. Additionally, we are encouraged by the growing impact the U.S. Power & Energy segment has on the direction of the business, with ~30% of U.S. revenues.
$WSP
Asia Markets
Asian Equities Traded in the US as American Depositary Receipts Edge Higher Friday
Asian equities traded in the US as American depositary receipts were edging higher Friday morning, rising 0.13% to 2,875.05 on the S&P Asia 50 ADR Index, which is up about 2.5% for the week so far.From North Asia, the gainers were led by semiconductor company Himax Technologies (HIMX) and automotive marketplace Token Cat (TC), which surged 19% and 16% respectively. They were followed by online game developer Gravity (GRVY) and fashion platform MOGU (MOGU), which climbed up 6.9% and 6.3% respectively.The decliners from North Asia were led by biopharmaceutical company Zai Lab (ZLAB), which fell 3.2%. It was followed by casino and resort operator Melco Resorts & Entertainment (MLCO) and Concord Medical Services (CCM), which were down 2.4% and 2.1% respectively.From South Asia, the gainers included IT firm Sify Technologies (SIFY) and Telekomunikasi Indonesia (TLK), which rose 2.4% and 0.8% respectively.The decliners from South Asia were led by tech conglomerate Sea (SE) and lender HDFC Bank (HDB), which fell 4% and 2.6% respectively. They were followed by pharmaceutical company Dr. Reddy's Laboratories (RDY) and lender ICICI Bank (IBN), which lost 1% and 0.7% respectively.
$CCM$GRVY$HDB$HIMX$IBN$MLCO$MOGU$RDY$SE$SIFY$TC$TLK$ZLAB