-- 週四，歐洲股市普遍走高，史托克歐洲指數上漲1.3%，德國DAX指數上漲1.3%，英國富時100指數上漲1.5%，瑞士市場指數上漲0.7%，法國CAC40指數上漲0.5%。 根據歐盟統計局（Eurostat）的初步估計，歐元區4月的年通膨率預計為3.0%，高於3月份的2.6%。 在通膨的主要組成部分中，能源價格4月份的年漲幅最高，達到10.9%，是3月份5.1%漲幅的兩倍多。 根據歐盟統計局的數據，歐元區和歐盟經季節性調整後的第一季GDP均成長0.1%，高於上一季的0.2%。 與去年同期相比，經季節性調整後，歐元區第一季GDP成長0.8%，歐盟成長1.0%，而上一季歐元區和歐盟的GDP分別成長1.3%和1.4%。 在企業新聞方面，聯合利華週四公佈第一季營業額為126億歐元（147.2億美元），年減3.3%。該公司補充說，該季度基本銷售額成長了3.8%。 聯合利華在聲明中表示，預計2026年基本銷售額成長率將處於其多年期4%至6%指引區間的下限。 這家消費品巨頭的股價在倫敦上漲了近2%。 西班牙畢爾巴鄂比斯開銀行週四公佈第一季經調整後的每股攤薄收益為0.51歐元（0.60美元），高於去年同期的0.45歐元。 FactSet調查的兩名分析師此前預期每股收益為0.48歐元。 截至3月31日的第一季總營收為106.5億歐元，高於去年同期的93.2億歐元。 這家西班牙銀行的股票在馬德里上漲了1.7%。 荷蘭國際集團（ING Groep）週四公佈的第一季每股收益為0.54歐元（0.63美元），高於去年同期的0.47歐元。 FactSet調查的四名分析師此前預期每股收益為0.49歐元。 截至3月31日的第一季總營收為58.2億歐元，高於去年同期的56.4億歐元。 FactSet調查的分析師此前預期為58.6億歐元。 該銀行表示，預計2026年總收入將達240億歐元。 FactSet調查的分析師此前預期為242.1億歐元。 該公司還批准了一項新的10億歐元股票回購計畫。 荷蘭國際集團(ING)的股票在阿姆斯特丹上漲近4%。 Stellantis週四公佈了第一季調整後每股收益為0.21美元，高於去年同期的0.04美元。 FactSet調查的分析師先前預期為0.19美元。 截至3月31日的第一季淨收入為381.3億美元，高於去年同期的358.1億美元。 FactSet調查的四位分析師先前預期為449.5億美元。 該公司預計2026年淨收入將實現中等個位數百分比的成長。 FactSet調查的分析師先前預期為1884.2億美元。 這家汽車製造商的股票在巴黎下跌超過6%。 道達爾能源（TotalEnergies）及其合作夥伴Nextnorth週四宣布，已完成融資，並在菲律賓伊拉甘破土動工興建一座440兆瓦峰值（MWp）的太陽能發電廠。 該項目由道達爾能源持有65%的股份，預計將於2027年底投入運營，20年內發電量將達到13.5太瓦時（TWh）。 兩家公司表示，該項目超過50%的電力將透過與AdventEnergy和PrimeRES簽訂的長期購電協議出售，其餘電力將併入國家電網。 受此消息影響，這家法國石油天然氣公司在巴黎的股價上漲了1.4%。
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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.